Copper lists 20 features. How many does your team use?

Copper is a focused Gmail-based CRM; a custom app can replicate most pipelines and tasks, but the Gmail/Calendar/Chrome-extension integration and its installed user base are not replicable.

Contacts & leads

• Organize contacts
  Keep all client relationships, contacts and details in one place.
• Lead capture form
  Use a contact form for website visitors to add leads.
• Business card scanning
  Scan business cards at events to add leads.
  Needs an outside service: OpenAI or Anthropic API. Needs OCR or AI extraction service; manual entry possible otherwise.
• Prospect research on LinkedIn
  Research and add prospects from LinkedIn or any website.
  Simplified version. Browser extension capture is not included; only manual or form entry in a web app.

Pipelines & deals

• Drag-and-drop pipelines
  Visual sales pipelines to move opportunities through stages.
• Deal value and win probability
  Sort deals by value and see win probability and slipping deals.
  Needs an outside service: OpenAI or Anthropic API. Basic sorting buildable; AI win probability needs a model service.
• AI-powered flags and alerts
  Flags for pipeline items using AI.
  Needs an outside service: OpenAI or Anthropic API. Rule-based flags buildable; AI scoring requires an AI model service.
• Pipeline automations
  Trigger emails or reminders when a deal moves stages.
  Needs an outside service: Resend.

Projects & tasks

• Convert won deals to projects
  Kick off a project from a closed opportunity.
• Task lists and assignments
  Assign tasks and follow-ups from central or project task lists.
• Recurring tasks and notifications
  Create recurring tasks and reminders.
  Needs an outside service: Resend. Email reminders need transactional email service.
• Activity feed
  Team-wide view of customer emails, projects and tasks.

Email & communication

• Gmail email sync and logging
  Automatically log emails and meetings from Gmail and Calendar.
  Needs an outside service: Gmail API and Microsoft Graph + Google Calendar and Microsoft Graph APIs. Two-way Gmail/Calendar sync needs Google OAuth and inbox sync; not a simple build.
• Email series and automations
  Send welcome or follow-up email sequences automatically.
  Needs an outside service: Resend. Transactional sending only; bulk campaigns would need a separate email service.
• Rekindle and feedback emails
  Automatically send reconnect or review request emails.
  Needs an outside service: Resend.

Reporting

• Custom reports
  Create custom reports on revenue, customer trends and team activity.

Templates & customization

• Templates
  Pipeline, form and AI email response templates.
• Custom fields, labels and tags
  Create your own labels, tags, owners and fields.

Contracts & proposals

• Proposal and contract integrations
  Connect to PandaDoc, DocuSign and QuickBooks; draft in Google Docs.
  Needs an outside service: Stripe. Third-party integrations are not included; only in-app document upload possible.

Mobile & access

• Mobile app
  Log calls and SMS, stay connected on the go.
  Needs an outside service: Twilio + Twilio + Firebase Cloud Messaging. Automatic call and SMS logging needs telephony; mobile app buildable with Expo.

What you’d bring

We write all the code. These features only work on outside services, and those accounts are yours to open and pay for directly.

Build only the Copper features you use

Pick your features, choose what it connects to, and see the price before you start.