Copper
Copper (formerly ProsperWorks) is a privately-held SaaS company founded in 2014 and headquartered in San Francisco that sells a Google Workspace-native CRM and project management platform to agencies, consulting firms, financial services, and other service businesses via per-seat subscriptions.
- Company typePrivate
- Founded2014
- HeadquartersSan Francisco, United States
- Headcount101–250
- GTM typeB2B
- OfferingSoftware
What Copper does
Copper CRM, Inc. (formerly ProsperWorks) is a privately-held, San Francisco-headquartered SaaS company founded in 2014 that builds a customer relationship management (CRM) and project management platform purpose-built for Google Workspace users. The product unifies contact management, deal/pipeline tracking, project delivery, email automation, and reporting inside a single workspace, with bidirectional native sync to Gmail, Google Calendar, Google Contacts, Google Drive, Google Sheets, and Google Gemini, plus a Chrome extension for in-context CRM actions from Gmail and LinkedIn. Copper is a Recommended for Google Workspace app, a Chrome Enterprise Partner, and a Google-backed company. Underlying architecture is cloud-based, API-first, with native iOS and Android mobile clients.
Copper sells on a per-seat subscription model across three tiers — Starter at $9, Professional at $49, and Business at $99 per seat per month — and operates a hybrid go-to-market combining a self-serve 14-day free trial (no credit card) with an inside sales motion handling demos and conversion to paid plans for mid-market accounts. The company also runs a partnership channel through Associate Owners Group (AOG) for distribution into financial services. Customer base is reported at 30,000+ companies spanning agencies, consulting firms, media and creators, corporate development, financial services, construction, and commercial production, with named references including Mailchimp, Udacity, Shipt, Houwzer, and Clio. Across more than 50 countries, the platform is the primary commercial motion; headcount sits in the 101-250 range and total disclosed venture funding is approximately $102M across five rounds, the most recent being a $15M Series C extension in 2019.
Copper firmographics
Firmographics- Name
- Copper
- Legal name
- Copper CRM, Inc.
- Website
- https://copper.com
- Company type
- Private
- Founded year
- 2014
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Copper (formerly ProsperWorks) is a privately-held SaaS company founded in 2014 and headquartered in San Francisco that sells a Google Workspace-native CRM and project management platform to agencies, consulting firms, financial services, and other service businesses via per-seat subscriptions.
- Ownership category
- akta.pro rank
Copper industry classification
Industry- Product category
- Customer Relationship Management (CRM) Software
- NAICS
- Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (518)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Customer Success & Account Management CRM (HDAEAFAD)
- akta.pro secondary industries
- Customer Service, Support & Contact Center CRM (HDAEAFAC), Marketing Automation & Campaign Management CRM (HDAEAFAB)
Keywords
Where Copper is headquartered
LocationHeadquarters
- HQ city
- San Francisco
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Copper business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations
Revenue model
- Subscription SaaS (Per-Seat): Monthly or annual subscription-based SaaS pricing with per-seat model. Multiple tiers (Starter, Professional, Business) offering different feature sets and integration access.
- Tiered Pricing: Pricing ranges from $9 to $99 per seat per month depending on plan tier. Annual billing available with potential discounts.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Per seat | Monthly | Starter Plan - Basic CRM functionality |
| Per seat | Monthly | Professional Plan - Enhanced features and integrations |
| Per seat | Monthly | Business Plan - Full feature access |
Go-to-market motion3 records
Distribution channels5 records
Marketing channels9 records
Copper product offering
Product offeringCore offering
Copper sells a cloud-based CRM platform built natively for Google Workspace, combining contact management, visual sales pipelines, project management, email automation, workflow automation, and sales reporting in a single subscription product. The platform is delivered as multi-tenant SaaS with Chrome, iOS, and Android clients and a developer API, and is targeted at small and mid-sized service businesses that already work in Gmail and Google Workspace. Pricing is per-seat on tiered plans ($9 to $99 per seat per month), sold directly via the website with a 14-day free trial and inside-sales-assisted demos.
Product overview
Copper is a unified CRM platform specifically designed for Google Workspace users and service businesses, combining contact management, pipeline/deal tracking, project management, email marketing automation, sales automation, and reporting into a single integrated system. The core platform is Copper CRM, with key modules including Google Workspace CRM Integration (native Gmail, Calendar, Drive sync), Contact Management with AI enrichment, Pipeline/Deal Tracking, Project Management, Email Marketing & Automation, Sales Automation, and Sales Reporting & Analytics. Additional products include the Chrome Extension for in-browser CRM access, Mobile CRM App for iOS/Android, and LinkedIn Chrome Extension for prospecting. Copper positions itself as the only CRM that is a Recommended for Google Workspace app, built specifically for teams already using Google's productivity suite.
Differentiator
Problem solved
Functional benefit
Products and services
- Copper CRM (Core Platform) A Google Workspace-integrated CRM platform designed for service businesses, combining contact management, pipeline tracking, project management, email automation, and sales reporting in a unified system.
- Google Workspace CRM Integration Native integration with Gmail, Google Calendar, Google Contacts, and Google Drive. Copper is a Recommended for Google Workspace app and Chrome Enterprise Partner enabling work directly from the inbox without switching tabs.
- Pipeline / Deal Tracking Visual drag-and-drop sales pipeline management with AI-powered flags, automation triggers, custom fields, and forecasting capabilities for managing opportunities from lead to close.
- Project Management Project and task management built for client work, enabling transition from closed deals to projects with automations, templates, kanban boards, and list views.
- Email Marketing & Automation Email sequences and automation tools including multi-step drip campaigns, bulk personalized emails via Gmail, AI writing assistant, AI templates, and rekindle emails for re-engagement.
- Sales Automation Workflow automation including email automations, task automations, workflow automations, and recurring tasks to reduce manual work and keep deals moving.
- Sales Reporting & Analytics Reporting and insights dashboard with pipeline reports, customer insights, team activity tracking, templates, scheduled reports, custom calculations, and fully customizable dashboards.
- Copper Chrome Extension Chrome browser extension for managing contacts, deals, emails, and more directly from Gmail and LinkedIn without switching tabs.
- Mobile CRM App (iOS and Android) Mobile application for iOS and Android enabling pipeline and project management, call and SMS logging, business card scanning, speech-to-text, and real-time notifications on the go.
- LinkedIn Chrome Extension Chrome extension for adding contacts and updating existing contact info directly from LinkedIn without switching tabs.
- Contact Management with AI Enrichment Feature for organizing and managing business contacts with AI-powered enrichment, activity feeds, custom fields, and two-way Google Contacts sync.
- Google Gemini Integration Integration with Google Gemini enabling AI-suggested follow-ups inside Gmail, meeting recording and transcription with one-click Copper sync, and AI-powered pipeline data summarization in Google Sheets.
Quantifiable outcome
- 3-day deployment vs. 3 months at HubSpot
- +3 more outcomes
Companies that use Copper
Customer profileNamed customers14 records
Segments8 records
Ideal customer profiles3 records
Copper technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration19 records
AI capability10 records
Feature10 records
Copper partnerships and signals
Strategic signalPartnerships
Six partnerships are on record, tiered core.
- Associate Owners Group (AOG)coreStrategic partnership formalizes Copper CRM as a core technology pillar supporting AOG's global partner ecosystem under AOG Technologies. Positions Copper as the preferred CRM for financial services agents and agency owners. AOG Co-CEO Jamie Prickett and Copper CRM CEO Steve Holm commented on mission alignment to empower advisors and business owners through technology. Partnership expected to expand Copper's reach and accelerate development pipeline.
- Google (Google Workspace)coreCopper is a Recommended for Google Workspace app, a Chrome Enterprise Partner, and a Google-backed company. Deep native integration with Gmail, Google Calendar, Google Contacts, Google Drive, Google Sheets, and Google Gemini. Bidirectional sync ensures CRM data reflects in real-time with Google Workspace tools. Users can sign up with Google OAuth for seamless onboarding.
- Google GeminicoreIntegration with Google Gemini enables AI-suggested follow-ups inside Gmail, meeting recording/transcription with one-click Copper sync, and AI-powered pipeline data summarization in Google Sheets.
- LinkedIncoreLinkedIn Chrome extension allows adding contacts and updating existing contact info directly from LinkedIn without switching tabs. One-click add to Copper from LinkedIn profiles.
- Google DrivecoreGoogle Drive integration syncs documents with contact and deal records. Files automatically surfaced in CRM context.
- Google SheetscoreExport Copper data directly to Google Sheets via custom report builder. Custom Report Builder connects directly for data analysis.
Scale indicators3 records
Recent moves6 records
Expansion highlights5 records
Copper competitors and assessment
Company assessmentDirect peers
- Pipedrive: Pipedrive is an SMB-focused sales CRM with pipeline/deal-management strength and broad third-party integrations. Overlaps directly with Copper in contact, deal tracking, and small-team use cases for service businesses.
- Insightly: Insightly is a CRM+project management platform for SMBs combining pipeline tracking with project delivery. Closely mirrors Copper's differentiation strategy of unifying sales pipeline with downstream project execution.
- HubSpot: HubSpot is the most comparable SMB/mid-market CRM platform with a broad free-plus-paid funnel and CRMs bundled with marketing, sales, and service hubs. Copper's own testimonials benchmark 3-day deployment against 3-month HubSpot implementations, indicating direct head-to-head competition for Google-using SMBs.
- Less Annoying CRM: Less Annoying CRM is a low-cost, simple CRM aimed at very small businesses and service teams. Directly competes with Copper's Starter tier ($9/seat/month) for the smallest Google-Workspace-using customers seeking minimal setup.
- Keap (Infusionsoft): Keap is an SMB-focused CRM and marketing automation platform, historically serving small service businesses. Competes with Copper for the same per-seat, Google-Workspace-adjacent SMB segment with comparable automation depth.
- Freshsales (Freshworks): Freshsales is the Freshworks CRM product targeting SMBs and mid-market with built-in email, phone, AI assistance, and pipeline management. Direct overlap with Copper on per-seat SaaS pricing and AI-augmented sales workflows.
- Zoho CRM: Zoho CRM is a long-tenured SMB/mid-market CRM part of the larger Zoho productivity suite, with comparable per-seat pricing and workflow automation. Competes with Copper for budget-conscious service businesses seeking an integrated app suite.
Emerging players
- ActiveCampaign: ActiveCampaign combines CRM functionality with email marketing automation and sales engagement for SMBs. Direct overlap on Copper's email automation and customer relationship use cases for small Google-using teams.
- monday.com Sales CRM: monday.com expanded from work/project management into a sales CRM built on its customizable platform. It overlaps with Copper on the unified sales + project management thesis targeting SMB and service businesses.
Broad incumbents
- Salesforce: Salesforce is the dominant enterprise CRM incumbent (Sales Cloud, Service Cloud, Einstein AI). Copper competes for smaller customers that find Salesforce too complex, but Salesforce's brand and AI investments set the upper bound on the CRM category.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Copper social profiles
Digital presenceCopper financial estimates
Financial estimateRevenue estimate
Valuation estimate
Copper leadership team
Management profileNumber of profiles
Profiles5 records
Copper funding detail
Funding detailFunding overview
Funding rounds5 records
Investors12 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Copper M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Copper
What does Copper do?
Copper sells a cloud-based CRM platform built natively for Google Workspace, combining contact management, visual sales pipelines, project management, email automation, workflow automation, and sales reporting in a single subscription product. The platform is delivered as multi-tenant SaaS with Chrome, iOS, and Android clients and a developer API, and is targeted at small and mid-sized service businesses that already work in Gmail and Google Workspace. Pricing is per-seat on tiered plans ($9 to $99 per seat per month), sold directly via the website with a 14-day free trial and inside-sales-assisted demos.
Is Copper a public or private company?
Copper is a private company. It is classified as venture growth investor backed and is currently operating.
When was Copper founded?
Copper was founded in 2014. It employs 101 to 250 people.
Where is Copper based?
Copper is headquartered in San Francisco, United States, in the North America region.
How does Copper make money?
Two revenue lines are on record. Subscription SaaS (Per-Seat) is the primary driver. The others are tiered Pricing.
Who are Copper's main competitors?
Direct peers on record are Pipedrive, Insightly, HubSpot, Less Annoying CRM, Keap (Infusionsoft), Freshsales (Freshworks) and Zoho CRM. Emerging players are ActiveCampaign and monday.com Sales CRM. Salesforce is listed as a broad incumbent.
Does Copper have an API?
Yes. Copper offers a developer API that allows access and building of custom applications that interact with Copper. The API enables developers to create integrations and extend Copper's functionality. The integrations page states 'Prefer APIs? We have that, too' and links to developer.copper.com. The API supports syncing data, automating workflows, and connecting Copper with other business tools. Developer documentation is at developer.copper.com.
What industry is Copper in?
Copper's product category is Customer Relationship Management (CRM) Software. Its primary akta.pro industry code is HDAEAFAD, Customer Success & Account Management CRM, with a secondary code of HDAEAFAC, Customer Service, Support & Contact Center CRM. Its NAICS code is 518 and its SIC code is 7372.