Copper is a CRM (customer relationship management tool) built specifically for teams that live in Google Workspace.
Works natively inside Gmail — see contact history, deals, and tasks without leaving your inbox
Automatically captures emails, meetings, and files from Google Workspace into CRM records
Visual sales pipeline lets you drag and drop deals through custom stages
Built-in project tracking for post-sale onboarding and delivery
Integrations with Google Sheets, Looker Studio, Slack, and Mailchimp
Source: Copper CRM·Verified March 2026
Copper CRM for Slack — deal updates, contact activity, pipeline notifications for Google-centric teams.
Copper CRM built for Gmail — full CRM embedded in sidebar, auto-logs emails, syncs contacts/calendar.
Copper Pack for Coda — two-way sync of CRM records (Opportunities, People, Companies).
Trigger checklists from Copper CRM events like new leads or deal stage changes via Zapier.
Built-in node with 32 operations and trigger. Manages Company, Lead, Opportunity, Person, Project, Task resources.
Copper offers AI-powered email suggestions and smart contact recommendations. AI summarizes email threads and suggests next actions for deals based on activity patterns.
Source: Copper CRM·Verified March 2026
Copper is the best CRM for small businesses on Google Workspace. The Gmail integration alone saves hours of data entry each week. If your team already uses Gmail, Calendar, and Drive daily, Copper feels like a natural extension. You may outgrow it past 30-40 employees for advanced automation and reporting.
A structured six-module course introducing Copper CRM concepts including leads, people, and core CRM terminology for small business users.
A multi-video YouTube playlist covering Copper CRM setup, tasks, tags, and navigation for beginners in short focused lessons.
A step-by-step beginner video tutorial walking through how to use Copper CRM's key features in practice.
Copper's official beginner collection covering core features like tasks, the feed, and foundational CRM concepts for new users.
Official Copper guide covering everything a new user needs to log in, set up, and begin using Copper CRM from day one.
AI-generated training guides tailored to your team's size, skill level, and focus areas for Copper CRM — coming in v0.3.2.
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Last researched: March 2026
