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MarTech Audit — Free marketing technology stack comparison tool. Built in Phoenix, AZ. Data verified March 2026.

Sponsored by Helios AI Services — Custom AI tools for small businesses.

Tools/CRM/Copper

Copper

Google Workspace-centric agencies and consultancies that want automatic contact and email logging

Paidusers CRM
Visit Website

Reviews

4.5 / 51,750 reviews

G2 Satisfaction Scores

Ease of Use
9.1
Ease of Setup
8.8
Quality of Support
8.7
Meets Requirements
8.4
Ease of Admin
8.9

Rating Distribution

5 star
57%
4 star
30%
3 star
8%
2 star
3%
1 star
2%

+ Deep native Google Workspace integration with automatic data capture from Gmail

+ Beautiful, modern UI that requires very little training

- Heavily tied to Google Workspace; poor fit for Microsoft shops

“Copper pulls in every email and calendar event automatically. Our consultants stopped manually logging activities and our data quality went way up.”

Pros

  • + Deep native Google Workspace integration with automatic data capture from Gmail
  • + Beautiful, modern UI that requires very little training
  • + Relationship-centric design excels for agencies and professional services

Cons

  • - Heavily tied to Google Workspace; poor fit for Microsoft shops
  • - Feature depth is thinner than HubSpot or Zoho at comparable price points
  • - Workflow automation only available on Professional tier and above

Pricing

PlanMonthlyAnnualLimits
Starter/seat$12$91,000 contacts; basic pipeline
Basic/seat$29$232,500 contacts; task automation
Professional/seat$69$5915,000 contacts; workflow automation
Business/seat$134$99Unlimited contacts; custom reports
14-day free trial

Starter $9/seat/mo, Basic $23/seat/mo, Professional $59/seat/mo, Business $99/seat/mo (billed annually; 14-day free trial)

Features & Capabilities

Deepest native Google Workspace integration of any CRMAutomatic contact and activity capture from Gmail and CalendarRelationship-centric design ideal for agencies and professional services
FeatureAvailable OnLimits
Contact & Lead Managementstarter1,000 contacts on Starter; 15,000 on Professional; unlimited on Business
Google Workspace IntegrationstarterAuto-captures emails, calendar events, and files from Google
Deal Pipelinestarter1 pipeline on Starter; 3 on Basic; unlimited on Professional+
Task AutomationbasicUnlimited
Workflow AutomationprofessionalUnlimited
Email SequencesprofessionalUnlimited
Custom ReportsbusinessUnlimited
Bulk EmailbasicUnlimited
Leaderboard & GoalsprofessionalUnlimited

Limitations

  • ! No free plan available
  • ! Only works well with Google Workspace — poor fit for Microsoft/Outlook shops
  • ! Workflow automation and email sequences require Professional tier ($59/seat/mo)

Market Intelligence

Who Uses This

Small Business
58%
Mid-Market
30%
Enterprise
12%

Source: G2 reviewer demographics

Top Industries

Information Technology and ServicesMarketing and AdvertisingComputer SoftwareReal EstateFinancial Services

Is This Right for You?

Team Size
1–30 people
Sweet spot: 3-15
Complexity
simple
Best Industries
agenciesprofessional servicesreal estate
b2b salesaccount managementlead generation

Pairs Well With

mailchimp— Sync Google Workspace contacts between Copper and Mailchimp campaigns
google-analytics— Track which website sources generate the best Copper pipeline deals

Not ideal for: Teams not on Google Workspace — Copper is built exclusively for the Google ecosystem

Setup & Onboarding

Setup time: hours
Learning curve: minimal
Resources: goodMobile app

Company Health

Founded: 2013
HQ: San Francisco, California
Size: 280 employees
Funding: late-stage
stableHiring: stableSentiment: neutral
  • Remains the only CRM recommended for Google Workspace
  • Total funding of $99.5M raised over 6 rounds
  • Backed by Norwest Venture Partners, GV (Google Ventures)

Product Direction

AI: minimalRisk: mediumAPI availableEcosystem: weakSMB friendly

AI Features

  • AI agent exploration for automation and decision-making
  • Business intelligence tools for data trend analysis
  • Automated contact and activity logging from Gmail

Recent Launches

  • Enhanced Google Workspace integration
  • Business intelligence reporting tools

Trust & Security

Compliance

ccpagdprsoc2hipaaiso27001

Security Features

ssobusiness
audit logbusiness
two factorAll plans
ip allowlistNo
role based accessprofessional
encryption at restAll plans

Data Portability

Export formatsCSV
Bulk API exportYes
Lock-in risklow
Status page: https://status.copper.com

Support

Channels

emailbasic
phonebusiness
live chatprofessional
knowledge baseYes
community forumYes
Hoursbusiness hours
Response time< 24 hours
Dedicated CSMbusiness
Docs qualitygood
Community

Market Position

nicheGoogle Workspace-native CRM that auto-captures contacts and activities from Gmail and Calendar

Top Alternatives

hubspot-crm— Larger ecosystem and free tier with broader marketing capabilities
streak— Lighter-weight Gmail CRM with a free plan for individuals

Switching Awayeasy

CRM records export via CSV; Google Workspace auto-sync and workflow automations do not transfer

Transfers
contactsdealscompaniesactivitiesnotes
Doesn't Transfer
Google Workspace sync configworkflow automationscustom reportsemail templates

Time to Value

1-3 daysGoogle Workspace integration auto-populates contacts from Gmail, so teams see value almost immediately

Integrations

gmailgoogle-workspacegoogle-calendargoogle-driveslackmailchimpactivecampaigngoogle-analyticsquickbooksdocusignxerozapier

+ Zapier compatible (connects to 5,000+ apps)

Alternatives in CRM

Close

Paid
4.72,165 reviews

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Freshsales

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HubSpot CRM

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Small businesses wanting an all-in-one CRM they can start for free and scale into

Insightly

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Monday CRM

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Teams already using Monday.com for project management who want CRM in the same workspace

Pipedrive

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Sales-focused small teams that want a clean, pipeline-centric CRM without clutter

Salesforce Starter

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4.540,500 reviews

Ambitious startups that plan to scale significantly and want to start on the platform they will grow into

Streak

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4.6980 reviews

Solo founders, freelancers, and tiny teams who live in Gmail and want CRM without leaving their inbox

Zoho CRM

Freemium
4.29,684 reviews

Budget-conscious small businesses that need enterprise-grade customization without enterprise pricing