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Unique to all the CRMs on this list, Copper was specifically designed for Google Workspace users. If you are familiar with Google Workspace, then you’ll have very little learning curve with this CRM as it allows you to work directly in your Gmail inbox with the CRM integration for Google Workspace and the Chrome browser.
Copper helps you take your scattered contact information and organize it in one place by bringing together your emails, calls, files, and notes for every contact in your Google Workspace.
It will suggest recent contacts based on people you’ve been emailing so you don’t lose track of anyone. The CRM automatically captures information from your inbox like contact details, social media profiles, email conversations, appointments, and more.
Tag, filter, and sort your contacts using any set of criteria. You can save contact lists by type and send targeted communication to these leads and customers based on geography, company size, and other characteristics.
Keep your lead management process organized and up-to-date by tracking the customer journey across stages. Customize your pipelines to your process, including the creation of different pipelines for different types of deals. Then, monitor each deal’s progress using a visual pipeline with drag-and-drop functionality.
Copper offers real-time notifications when leads or deals need attention so that no one slips through the cracks. To reduce neglected deals, you can also automatically assign follow-up tasks when lead information is updated or new opportunities enter the pipeline.
While sales forecasting can often be unreliable and time-consuming, Copper has simplified the process. The CRM’s real-time sales forecasting tools allow you to get accurate sales data up to the minute so you can plan ahead to reach your goals.
All of Copper’s features are available on the go with the iOS and Android mobile apps, making it easy to work while away from the desk.
The Copper CRM Basic plan starts at $25/user/month (billed annually) with a 3-seat limit. All of Copper’s plans offer a 14-day free trial, no credit card required.
Opportunity qualification and tracking
Capture, nurture, and convert leads from Gmail
Progress tracking w customizable visual pipelines
Sales tracking throughout the customer lifecycle
Built-in sales forecast reports
Contact management integrated w Google Workspace
Pre-built email templates for repetitive emails
Task management with automated reminders