Copper vs PromptLab

It's the CRM for Google Workspace teams, running inside Gmail and Calendar, adding prospects from LinkedIn without switching tabs, and syncing Drive and Contacts on every plan. For a team selling physical products, the gaps show early: quotes need a marketplace app, there's no sales order or sample tracking, and Basic stops at 2,500 contacts.

Your email still lands in the CRM on its own: we capture Gmail, Outlook and IMAP, and our Chrome extension saves LinkedIn profiles. Then we go further, with quotes, samples, price lists and sales orders, and every meeting recorded and summarised, on all three plans.

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A summary of every meeting, with next steps

When the call ends, the summary and next actions are already written, with owners and due dates.

A call logged on Copper
A Copper person record: fields on the left, an activity log and emails in the middle, opportunities on the right
  • No: No AI meeting summaries
A phone call logged by hand, as a note (source)
A meeting summary on PromptLab
A recorded sample debrief: the AI summary, next actions with owners and due dates, the call video with three people on camera, and who spoke how much
  • Yes: An AI summary of every meeting
Summary and next actions from the call

From quote to sales order

Won quotes become sales orders on the account, with products and quantities.

A pipeline on Copper
Copper's opportunities board: Discovery Call Booked, Demo and Negotiation columns
  • No: No sales orders
Opportunities by stage, with a total per stage (source)
Sales orders on PromptLab
A sales orders list with account, product and quantity for each order
  • Yes: Sales orders on the account
Orders with account, product and quantity

Automation from the first plan

Start from a template, or ask the assistant what is worth automating, on every plan.

Automations on Copper
Copper's workflow automation rule: an opportunity trigger with Status and Pipeline conditions
  • No: Workflow automation: from $59/month
Workflow automation, from the Professional plan (source)
Workflows on PromptLab
Workflow templates such as account updates, inbound webhook routing and new-lead AI classification
  • Yes: Workflow automation on every plan
Workflow templates, ready to switch on

Price and features at a glance

Every inbox, not just Gmail. We capture Gmail and Outlook, record and summarise every meeting, and put quotes, samples and sales orders on every plan, from $11.99 a user a month.

Feature
Copper
PromptLab
Pricing and setup
Free trial
Number of pricing plans
3
3
Paid plansPer seat per month
$23 – $99
$11.99 – $99
Import from CSV and Excel
Sales management
Deal pipelines
Quotes
Via marketplace
Sales orders
Sample tracking
Price lists
Meetings and calls
Meeting recording and transcripts
AI meeting summaries
AI follow-up email drafts
From$59/month
Meeting scheduler and call dialer
Via marketplace
From$23.99/month
AI and automation
CRM fields filled in from calls
Connect Claude or ChatGPT (MCP)
Workflow automation
From$59/month
API and webhooks
From$59/month
From$23.99/month
Conversations
Gmail and Outlook email sync
WhatsApp conversations
Via marketplace
Telegram conversations
Save LinkedIn profiles
Privacy and security
Single sign-on (SSO)
From$99/month
From$99/month

Copper prices (billed annually) and features checked on 30 September 2026 at Pricing, Integrations, Homepage. Ours are billed monthly; Enterprise is $79 a month billed yearly. See our pricing page.

Every inbox captured, not just Gmail

Copper is built around Gmail, and Gmail is the only inbox it syncs. If your sales office runs on Microsoft 365, or even a few reps do, their customer threads never reach the account.

We capture email from Gmail, Outlook and any IMAP mailbox on every plan, and file each message on the right contact. A mixed team still gets one history per customer.

Emails landing on a customer's activity timeline

Quotes and orders without a second app

In Copper, quotes come from a marketplace app such as PandaDoc, and there is no sales order at all. The deal lives in the CRM while the paperwork lives somewhere else.

Quotes, price lists and sales orders sit on the account and the deal with us, from the Basic plan up. Reps quote from the customer's price list and follow the order in the same record.

A quote becoming a sales order and a delivery

Meetings recorded, transcribed and summarised

It has no meeting recording, and no AI summaries. What a buyer said about volumes, specs or a delivery date stays in a rep's notebook, if it gets written down at all.

Every PromptLab plan records meetings on Zoom, Meet and Teams, transcribes them in over 100 languages and writes the summary. It then fills in CRM fields from the call, so the next person on the account starts with the facts.

A call transcript with a highlighted line

WhatsApp and Telegram beside your email

WhatsApp reaches it only through marketplace apps, and Telegram doesn't reach it at all. Buyers who send drawings and order changes by chat end up on a rep's phone, not on the account.

In PromptLab, email, WhatsApp and Telegram threads share one Inbox on every plan. WhatsApp runs on your own WhatsApp Business number and Telegram on your company's bot, so the conversations stay with the business.

Email, chat and Telegram threads gathered into one inbox

How to switch from Copper

Four steps to move your team and your data over.

The PromptLab app with a new record being added
1. Export from Copper

Go to Settings → Export Data and download People, Companies and Opportunities as CSV files. For activities, ask its support team for a one-time export.

2. Import into PromptLab

Click Import on our Accounts, Contacts or Deals list, then upload the CSV or pick it straight from Google Drive.

3. Map the columns

Match each field to the one it corresponds to and run the import. Tasks, notes, quotes and sales orders come in the same way.

4. Connect every inbox

Have each rep connect Gmail or Outlook so new email is captured from day one. On Enterprise, our data migration support can help move the history across.

Works with the tools you already use

Email, calendar, meetings, chat and AI assistants, connected in a few clicks.

  • Gmail
  • Outlook
  • Google Meet
  • Zoom
  • Microsoft Teams
  • Slack
  • Salesforce
  • HubSpot
  • WhatsApp
  • Telegram
  • Claude
  • ChatGPT
See all integrations

Frequently asked questions

Is Copper a CRM?

Yes, it's a CRM built for Google Workspace. It runs inside Gmail and Calendar, tracks contacts, deals and projects, and starts at $23 a seat a month, billed annually.

Which is better, Copper or PromptLab?

For a team that quotes, samples and ships products, we're the better fit. It wins for a small team that lives in Gmail and wants the lightest possible CRM, with projects tracked next to deals. We add Outlook, quotes, price lists and recorded meetings.

Is PromptLab cheaper than Copper?

Yes. Our Basic plan is $11.99 a user a month, billed monthly. Its Basic plan is $23 a seat billed annually, and workflow automation starts at $59 on Professional. We include workflows, quotes and meeting recording on every plan.

Can I move my data over?

Yes. Export People, Companies and Opportunities from Settings → Export Data. Then click Import on our Accounts, Contacts or Deals list, upload the CSV and map the columns. Enterprise includes data migration support.

Who should consider switching?

Sales teams at manufacturers and distributors that quote, sample and ship physical products. If your team splits between Gmail and Outlook, or buyers message on WhatsApp, we keep every thread on one account.

Sell more. Spend less time on admin.

Every plan starts with a 14-day free trial.

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