Manage client projects with Copper CRM | Copper CRM
Copper is trusted by 30,000+
companies of all sizes
Manage projects from beginning to end.
Project pipelines
Move your closed deals into a project to handle service delivery, onboarding, partnerships and more.
Automations
Create tasks or send emails as you move projects to the next stage in your process.
Tasks & next steps
Assign tasks and follow-ups from a centralized task list, or within projects.
" Copper is quick-click and boom, I’m done. Time is money, and Copper saves me time because it’s quick and efficient."
Richard Hoffarth
Scales Advertising
For any project, big or small.
Pipelines to Projects
From deal won to project done
When sales and delivery work from the sale playbook, clients feel the difference. Copper keeps your teams aligned so clients enjoy a smooth, consistent journey.
Templates
Personalize templates to match your unique needs
Not sure where to start? Use one of our templates to get inspired and customize your process in a way that works best for you.
Organization
Every little detail, 100% organized
Projects are complex with lots of people, lots of files, lots of opinions. Capture and connect everything so nothing falls through the cracks.
Customization
Tailor your workflows and views
Create your own labels, status tags and stages that fit your process. Visualize your projects your way with kanban boards or list views.
"For visual people, if you can’t see it, it’s not there. We like to be able to see everything on one screen, and Copper does that for us."
Learn how On Your Feet uses Copper
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All that and more.
Copper is purpose-built to help relationship-focused businesses manage their entire customer journey.
Project flags
AI spots bottlenecks and surfaces high-value clients and projects that need your attention.
Alerts & notifications
Copper sends you real-time notifications that indicate when projects or tasks need your attention.
Tasks & subtasks
Break projects into manageable pieces, assign to team members and reorder tasks as needed.
Activity feed
Get an instant, live feed of everything happening with your team and projects.
Templates
Not sure where to start? Use one of our templates and customize a sales process that works for you.
Custom fields
Add custom fields to records and cards to capture special details that you can use to build better relationships.
Connect the tools you're already using.
[All your essential apps \ \ Copper's powerful integrations seamlessly connect with your favorite tools, unlocking a whole new level of functionality.\ \ Learn more\ \
Coda
Sync your Copper deals and projects into Coda to connect it to other parts of your workflow.
Google Drive
Stop hunting for client deliverables, they're right where you need them. Sync Google Drive files with Copper.
Meet the folks who chose Copper.
"I LOVE Copper. It holds all the information we need to take care of clients seamlessly through the whole process."
Pamela N
"Copper is the best CRM and project management tool I have ever worked with."
Jocelyn H
"Copper CRM piggy backs right on top of Gmail in a seamless way."
Jeff L.
"All of our client's information is housed in Copper, including email communication and project communication."
Monica G
"Copper is extremely useful for organizing the hundreds of projects I oversee. Whenever I have a call, I'm not scrambling to remember the details."
Jovy M
"Copper is a great tool. It has been an amazing resource for organizing clients, projects, tasks, emails, much more."
John S
"Copper is the best CRM and project management tool I have ever worked with."
Jocelyn H
"Copper is a great tool. It has been an amazing resource for organizing clients, projects, tasks, emails, much more."
John S
"Copper CRM piggy backs right on top of Gmail in a seamless way."
Jeff L.
"All of our client's information is housed in Copper, including email communication and project communication."
Monica G
"I LOVE Copper. It holds all the information we need to take care of clients seamlessly through the whole process."
Pamela N
"Copper is extremely useful for organizing the hundreds of projects I oversee. Whenever I have a call, I'm not scrambling to remember the details."
Jovy M
FAQs.
What is Copper and how does it combine CRM and project management?
Copper is a Google Workspace CRM built specifically for businesses that want to manage both their sales pipelines and project workflows in one place. It eliminates the need for multiple tools by offering team task management, automated task tracking and powerful project management features directly within your CRM—no switching between apps or duplicating data.
From the moment a lead is captured to client onboarding, Copper lets you track contacts, deals, and to-do lists with full visibility across your team. Once a deal is won, it transitions seamlessly into a project, complete with task assignments, time-based tasks, automated reminders and workflows, and custom reporting. With tight email and Google Calendar sync integrations and a user-friendly mobile app, Copper ensures you can manage projects and clients wherever you are.
Can we customize projects to fit our processes?
Absolutely. Copper was built with flexibility in mind. You can fully tailor your sales pipeline stages, project pipelines, to-do lists and task workflows to match the way your team works. Whether you're handling repeatable client deliverables, recurring client tasks, onboarding new customers or complex service engagements, Copper’s custom reports, task automation, and project templates help you move faster without compromising your process.
You can create unique project and task views, assign team tasks with due dates, and build out repeatable workflows and client onboarding sequences that reflect your internal best practices. It’s customizable project management CRM designed for real-world business use cases—not just generic task tracking.
Why should our organization combine CRM and project management into one tool?
Combining CRM and project management in a single platform like Copper streamlines your operations, improves team collaboration, and eliminates tool sprawl. By unifying contact management, deal tracking, and project execution, you reduce duplicate data entry, improve visibility, and accelerate delivery.
You’ll also benefit from centralized task management—so your sales and delivery teams work from the same system. With integrated reporting, leadership can make more data-driven decisions, while your team gains back time thanks to built-in automation and Google Workspace integrations.
This alignment is especially valuable for agencies, consulting firms, and service-driven teams where smooth client handoffs and visibility into ongoing projects are essential.
Can you segment contacts in a CRM?
Yes. Contact segmentation is a core feature of Copper CRM. You can group contacts using tags, filters, custom fields, or saved lists—making it easier to target specific audiences, organize your outreach, or analyze relationship data.
Why is Copper the best client and project management tool?
Copper stands out as the best solution for client and project management because it's deeply embedded in the tools you already use—especially Google Workspace. Unlike traditional CRMs that bolt on basic project tools, Copper gives you a fully integrated experience with customizable pipelines, real-time task management, and full lifecycle visibility from lead to delivery.
Its intuitive interface, combined with features native email integration and a robust mobile app, makes it ideal for fast-moving teams. With Copper, you’re not just managing projects—you’re managing relationships, outcomes, and growth in a single, scalable solution.
Get started for free.
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