Copper CRM review

We make PromptLab, a competing CRM, so we have a stake in this. We've stuck to Copper's own pricing and product pages, and we point out what it does well.

The verdict: Copper is the CRM for Google Workspace teams, and it keeps the work inside Gmail and Calendar. For a product business the gaps appear early: Gmail is the only inbox, there is no meeting recording, and quotes need a marketplace app.

What Copper does well

It lives where you already work. Copper runs inside Gmail and Calendar, so a team that spends its day in Google Workspace keeps working there.

LinkedIn prospects come in easily. Reps add prospects from LinkedIn without switching tabs, and that LinkedIn tool comes with every plan.

Google syncing is built in. Drive and Contacts sync on every plan, and for a small Gmail team it is about as light as a CRM gets.

Projects sit beside deals. Copper tracks projects as well as contacts and deals, so a small team can follow both in one place.

Three plans and a free trial. Prices run from $23 to $99 a seat a month, billed annually.

Where Copper falls short for B2B product sales

The simplicity that makes Copper easy also leaves out a lot.

• Quotes come only from a marketplace app. Sales orders, sample tracking and customer price lists aren't there.
• Gmail is the only inbox it syncs. If a sales office runs on Microsoft 365, those threads never reach the account.
• No meeting recording, no AI summaries and no CRM autofill. What a buyer said stays in a rep's notebook.
• No MCP, so Claude and ChatGPT can't connect.
• Workflow automation, the API and follow-up drafts start on Professional at $59.
• WhatsApp is a marketplace app, and Telegram isn't supported. The Basic plan also stops at 2,500 contacts.
• Single sign-on needs the $99 plan.

A wholesaler with a mixed Gmail and Outlook team would find the Outlook users' customer threads missing. Copper has no CRM autofill at any tier either, so reps type every field by hand. See Copper CRM pricing for how the plans scale.

Copper pros and cons

Pros

• Runs inside Gmail and Calendar
• LinkedIn prospects added without switching tabs
• Drive and Contacts sync on every plan
• Light and simple
• Three plans, from $23

Cons

• Gmail only for email
• No meeting recording or summaries
• Quotes need a marketplace app
• No sales orders, samples or price lists
• No MCP, and automation from $59

Who Copper suits

• Small teams that live in Google Workspace.
• Businesses that want the lightest possible CRM.
• Teams that track projects next to deals.

Who should look elsewhere

• Companies with Outlook or mixed mailboxes.
• Manufacturers and distributors who need quotes, samples and orders in the CRM.
• Teams that want recorded and summarised meetings, or Claude and ChatGPT access.

Our Copper CRM alternatives list goes wider. Compare it with a suite in Copper vs HubSpot, or with a pipeline tool in Copper vs Pipedrive. If you move, the migration guide starts from Settings → Export Data.

None of this makes Copper a bad CRM. It sets out to be a light one. The risk is outgrowing it: the first time a buyer asks for a quote against an agreed price list, or a rep needs a call summarised, the answer lives outside the tool.

Copper vs PromptLab at a glance

The Copper vs PromptLab page has the long version.

Our verdict

Choose Copper if your whole team is on Google Workspace and you want the lightest possible CRM, with projects next to deals.

Choose PromptLab if your team quotes, samples and ships products. We capture Gmail, Outlook and any IMAP mailbox, and add quotes, price lists, sales orders and sample tracking, with every meeting recorded and summarised, on all three plans from $11.99 a user a month, billed monthly.

Frequently asked questions

How much does Copper CRM cost?

Three plans run from $23 to $99 a seat a month, billed annually. Workflow automation and the API start on Professional at $59.

Does Copper work with Outlook?

Copper is built around Gmail, and Gmail is the only inbox it syncs. PromptLab captures email from Gmail, Outlook and any IMAP mailbox.

Does Copper have quotes?

Only through a marketplace app. It has no sales orders, sample tracking or customer price lists.

Can Copper record meetings?

No. It has no meeting recording and no AI summaries. PromptLab records and summarises meetings on every plan.

How do I export data from Copper?

Export People, Companies and Opportunities from Settings → Export Data, then select Import on PromptLab's Accounts, Contacts or Deals list, upload the CSV and map the columns.