Copper review

by the Fairly Compared editorial deskfacts checked how we verify

CRM built into Gmail and Google Workspace; workflow automation, bulk email, reports and API access start on Professional.

14-day trial, no card
7.6fact score#16 of 39 tracked

outbound link goes directly to the vendor, no affiliate parameters

Disclosure: We may earn a commission when you sign up through links marked as affiliate links. That never affects scores or order: rankings are computed from documented facts and cannot read affiliate data. What each vendor pays us →

Honesty note: we have not run our own hands-on test of Copper yet. Everything on this page is source-based research: the vendor's pricing, plan and help pages, each linked with the date we read it. Ease of use and support quality are not scored until we test.

Copper in short

Copper's core plan for a small team is Professional at $59 per user per month with annual billing ($69 billed monthly). For a team of 5, that is $3,540 in the first year. There is no free plan, but a 14-day trial without a credit card.

Choose it if

  • Teams that live in Gmail and Google Workspace and want the CRM inside the inbox
  • Small teams that need workflow automation and API access from $59/seat/mo (annual billing)
  • Agencies and consultancies that track both deals and projects in pipelines

Skip it if

  • Microsoft 365/Outlook teams: signup page states Copper works only with Gmail and Google Workspace
  • Buyers on Basic who need workflow automation, API, reports or bulk email: these start at Professional
  • Large databases on Basic/Professional: contact caps are 2,500 and 15,000; unlimited only on Business ($99-$134/seat)

How much does Copper cost?

Prices in USD as published on Copper's pricing page, read Oct 3, 2026. Pricing model: Per user; requires Gmail / Google Workspace.

PlanBilled monthlyBilled annuallyUnitWhat it adds
Basic$29$23per user / month2,500 contacts, 25 custom fields. Task automation, project pipelines, contact enrichment, Gmail/Calendar/Drive sync, mobile apps, Zapier, LinkedIn. No workflow automation, API, bulk email, activity/pipeline reports, team permissions.[1]
Professionalcore plan$69$59per user / month15,000 contacts, 50 custom fields. Adds workflow automation, bulk email + email automation + open tracking, activity and pipeline reports, API, team permissions, QuickBooks/Slack/Mailchimp/DocuSign/PandaDoc/Zendesk/JustCall/RingCentral integrations, AI email template generator and re-writer, revenue tracking.[1]
Business$134$99per user / monthUnlimited contacts and custom fields. Adds email series, click tracking, custom reports, multi-currency, SSO (Okta), remove 'Powered by Copper' form branding.[1]

Monthly cost on Professional by team size

UsersBilled annuallyBilled monthly
1$59$69
5$295$345
10$590$690
25$1,475$1,725

Per month, before tax. "—" means the vendor does not publish the price for that team size.

What each Copper plan includes

What the core plan (Professional) includes, and what costs more. Levels come from the vendor's plan comparison.

CapabilityAvailabilityDetails from vendor sources
Sales pipeline / deals✓ all plansyes (customizable sales pipelines and deal management listed on all paid plans; revenue tracking from Professional; Basic's Sales opportunities and Leads rows are unchecked, see open_questions)
Email sync & tracking✓ all plansyes (Gmail email, contact, file and Google Calendar sync on all plans; open tracking from Professional, click tracking from Business)
Workflow automation✓ from Professionalfrom Professional (Basic has task automation only)
Email marketing✓ from Professionalfrom Professional (bulk email, email automation); email series from Business (Email Sequences powered by partner Outfunnel per privacy policy)
Built-in calling✗ nono native dialer listed; JustCall and RingCentral integrations from Professional; mobile app logs calls and SMS
AI assistant / AI features✓ from ProfessionalAI email template generator and AI email re-writer, from Professional
Reports & dashboards✓ from Professionalactivity and pipeline reports from Professional; custom report builder from Business
Custom objectsnot documented—
API access✓ from Professionalfrom Professional (API and embedded integration SDK; developer.copper.com)
Mobile app✓ all plansyes (iOS and Android, all plans)
HIPAA BAAnot offeredn/a - no plan offers a BAA · Copper Trust Center FAQ: 'Copper does not meet HIPAA's specific data protection requirements and is not HIPAA compliant at this time. Customers should not store any personal health information in Copper.'
Gmail / Outlook—Gmail / Google Workspace only; signup page states 'Copper only works with Gmail & Google Workspace' (no Outlook)
QuickBooks—from Professional (shows QuickBooks invoice status and amount on records)

Copper pros and cons

What holds up

  • Published per-seat prices with no seat minimum or setup fee stated: Basic $23, Professional $59, Business $99 (annual billing)[1]
  • Gmail, Google Calendar, Contacts and Drive integrations are on every plan[1]
  • 14-day trial without credit card; trial uses the Business plan so all features can be tested[2]
  • Workflow automation, API, QuickBooks, Slack and bulk email start at Professional, not an enterprise tier[1]
  • Partner program pays 15% commission for referral partners[3]

What to watch

  • Gmail and Google Workspace only; no Outlook support stated[2]
  • Basic ($23-$29) lacks workflow automation, API, bulk email, activity/pipeline reports and team permissions (comparison grid)[1]
  • Custom reports, email series, click tracking, SSO (Okta) and multi-currency only on Business ($99 annual / $134 monthly per seat)[1]
  • Monthly billing premium is large on Business: $134 monthly vs $99 annual per seat[1]
  • Contact limits: 2,500 (Basic), 15,000 (Professional); custom fields 25 / 50 / unlimited[1]
  • Help center lists a Starter tier (1,000 contacts, no pipelines) that is not on the public pricing page[4]

How the 7.6 fact score is built

PartWeightPoints (0-10)
Cost for a small team30%6.1
Feature coverage (core plan)30%8.0
Pricing transparency20%10.0
Risk-free start10%7.0
Room to grow10%6.7
Ease of use, support, reliability—not scored yet

Same formula for every CRM; affiliate data cannot change it. Methodology →

The money trail

Copper CRM, Inc. runs an affiliate program (Not named on copper.com; a Copper-branded program page on Dub Partners exists at https://partners.dub.co/copper): Referral partners: 15% on both monthly and annual subscriptions, 90-day cookie. We are not an approved affiliate yet, so every link on this page goes straight to the vendor and earns us nothing. Either way, the score above is computed without this information.

What every vendor pays →

What we could not verify

Listed so you know where to ask the vendor directly.

  • Minimum seats not stated anywhere on pricing page or help pages read
  • Founded year: copper.com/about shows 'Year Founded 2012'; trust.copper.com says 'Founded in 2013'. 2013 used here
  • HIPAA: trust.copper.com has an FAQ 'Is Copper HIPAA compliant?' but the answer text was not retrievable
  • Basic plan card lists 'Pipelines' and the grid checks 'Customizable sales pipelines', but 'Sales opportunities' and 'Leads' rows are unchecked on Basic and the help article says Basic adds opportunity pipelines; behavior of opportunities on Basic should be tested in the trial
  • Personal onboarding and premium support are unchecked on all three plans in the grid while the row text says 'for eligible Business & Professional annual tier accounts'
  • Starter tier price and availability to new customers unknown (help article says contact sales)
  • Custom objects not documented; ownership/investor detail only from the about page funding total
  • Affiliate/CPC/CPL rates and cookie duration not published

Sources

  1. Copper pricing and plan comparison grid · vendor source · fetched 2026-10-03
  2. Copper signup (14-day trial, no card, Google-only) · vendor source · fetched 2026-10-03
  3. Copper Partner Program · vendor source · fetched 2026-10-03
  4. Copper Help: Plans feature comparison (Starter, Basic, Pro, Business) · vendor source · fetched 2026-10-03
  5. Copper QuickBooks integration page (integration plan availability, trial on Business) · vendor source · fetched 2026-10-03
  6. Copper about (year founded 2012, $102M funding) · vendor source · fetched 2026-10-03
  7. Copper Trust Center (Founded in 2013, compliance list) · vendor source · fetched 2026-10-03
  8. Copper Terms of Service (San Francisco governing law) · vendor source · fetched 2026-10-03
  9. Copper Privacy Policy (Email Sequences via Outfunnel) · vendor source · fetched 2026-10-03
  10. Copper Help: Meet the Starter tier · vendor source · fetched 2026-10-03

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