Copper setup
Pipelines and records configured for how your team sells.
- Pipelines and stages
- Custom fields
- People and company records
- Users and admin rights
Copper CRM setup & management
setup · admin · automation
Copper CRM Management
We set Copper up inside your Google Workspace, keep Gmail and Calendar syncing cleanly, and manage the CRM month to month.
- Copper setup — Pipelines and records configured for how your team sells.
- Google Workspace sync — Gmail, Calendar and Drive working with the CRM the way you want.
- Workflow automation — Routine follow-up set to happen automatically.
- Ongoing admin — Monthly admin for users, data and pipelines.
From $100 a month Month to month, no minimum term
Works with 
Syncs Gmail, Calendar, Contacts and DriveGoogle integrations on every planAdmins see every recordOnly Admins and Account Owners can invite usersWritten scope and price before you start
What we do on Copper CRM
Copper CRM setup, management and automation
Pick one of them or all of them.
Google Workspace sync
Gmail, Calendar and Drive working with the CRM the way you want.
- Gmail and Calendar sync settings
- Chrome extension rollout
- Shared inbox handling
- Drive file linking
Workflow automation
Routine follow-up set to happen automatically.
- Task and follow-up automations
- Stage-based automations
- Lead assignment
- Tested before they are switched on
Ongoing admin
Monthly admin for users, data and pipelines.
- User invites and record visibility
- Field and report requests
- Duplicate people and companies merged
- Monthly pipeline review
Onboarding
How we start on Copper CRM
Including how access is granted in Copper CRM.
-
Tell us what you need
Setup, sync settings, automation or admin.
-
Invited at the right level
An Admin invites us from Settings → Account Settings, as a user or Admin depending on the work.
-
Build and test
Pipelines and automations built and tested before your team relies on them.
-
Handover or monthly admin
With ongoing admin, requests are handled every week.
Real situations
When teams bring us in on Copper CRM
Some emails never reach the record
Copper lives in Gmail, yet some conversations and meetings never show on the right contact.
What we doWe check each user’s Google Workspace sync settings and fix what is not being captured.
The inbox is up to date, the pipeline is not
People reply to emails but forget to update the opportunity, so the pipeline drifts.
What we doWe set up workflow automation so opportunities update from work people already do in Gmail.
Set up in a hurry, never tidied
Fields and pipelines were added as needed and now nobody is sure which ones matter.
What we doWe clean up the fields and pipelines and look after the account month to month.
From Copper CRM’s own documentation
- Lives in Google Workspace Copper syncs with Gmail, Calendar, Contacts and Drive, and its Chrome extension puts the CRM record in a Gmail sidebar. Source ↗
Cost
Priced for a small team, and it stays that way
One monthly fee for Copper CRM, with no minimum term.
From
$100/month
The starting price, for a single pipeline and a small team. Most teams this size need nothing more.
Not included — so there are no surprises
- Your Copper CRM licence — you keep your own account and billing
- Building new integrations to other systems — a separate one-off project
- Data migration from another system
- Bespoke development inside Copper CRM beyond configuration
Your price in writing within 2 working days.
Copper CRM limits
The Copper CRM limits that decide how it should be run
From Copper CRM’s own documentation, with sources.
Copper CRM — documented limits
| Limit | Value | Applies to |
|---|---|---|
| Google Workspace integrations | Gmail, Calendar, Contacts, Drive | Included on all plans source ↗ |
| Record visibility settings | Apply to regular users only | Admins and Account Owners see all records source ↗ |
| Inviting users | Admins and Account Owners | Can block regular users from inviting source ↗ |
Checked September 2026. Plans change.
Free download
The CRM clean-up checklist
12 checks to find duplicates, dead deals and broken automations, and stop them coming back.
Dialers that integrate with Copper CRM
Integrate Copper CRM with your dialer
Still typing call notes into Copper CRM? We connect Copper CRM to any of these 22 dialers, phone systems and AI voice agents once, so every call, outcome and recording lands on the right contact. A one-time setup, with no monthly fee from us.
From the blog
Further reading
CRM
Why your CRM is full of duplicates, and how to stop new ones
Duplicates come in through forms, imports, integrations and manual entry. Here is how to clean up what is there, and close the doors so they do not come back.
CRM
HubSpot vs Pipedrive for a small sales team
Pipedrive is built around the pipeline; HubSpot around one shared database for sales and marketing. A practical comparison of the limits and quirks that decide it.
Integrations
How to log every call from your dialer in your CRM
Every call on the right contact, with the outcome, the rep and the recording, and nobody typing notes afterwards. What to connect, how to match callers, and what to test.
Questions
Copper CRM CRM management — common questions
Does Copper work inside Gmail?
Yes. Copper’s Chrome extension shows the sender’s contact record, related deals, activity, tasks and files in a Gmail sidebar, and records can be created or updated without leaving the inbox.
Which Google apps does Copper integrate with?
Gmail, Google Calendar, Google Contacts and Google Drive. Copper includes these integrations on all plans.
Why can some Copper users see every record?
Record visibility settings only apply to regular users. Account Owners and Admins can see all records regardless of those settings.
Who can invite new users to Copper?
Admins and Account Owners. They can also tick a setting that stops regular users inviting anyone.
How much does Copper CRM management cost?
From $100 a month. The exact price depends on users, volume and what needs setting up, and you get it in writing within 2 working days, without giving us access.
Is there a minimum term?
No. It is month to month with 30 days’ notice.
Free 30-minute call · no obligation
Talk to us about Copper CRM
Thirty minutes on what you need from Copper CRM, whether it is on this list or not.
- Copper setup — Pipelines and records configured for how your team sells.
- Google Workspace sync — Gmail, Calendar and Drive working with the CRM the way you want.
- Workflow automation — Routine follow-up set to happen automatically.
Copper CRMSetup & management
Scope and priceIn writing, within 2 working days
No minimum term30 days’ notice
✓ FREE SCOPE CALL · NO COMMITMENT
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Get a custom integration plan for your exact CRM + Dialer stack.
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We’ll review your stack before the call so we walk in with a plan.
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