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Banking & LendingChannel & Digital BankingCRM for Banking

Copper CRM

CRM solution designed to integrate seamlessly with Google Workspace for managing client relationships.

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Overview

Copper CRM is a customer relationship management platform that integrates tightly with Google Workspace applications such as Gmail, Google Calendar, and Google Drive. It enables users to manage contacts, sales pipelines, and projects without switching tabs, streamlining workflows within a familiar environment.

The platform offers features including activity feeds, mobile applications, and project management tools to support client engagement and operational efficiency. Copper CRM serves a broad range of industries including financial services, agencies, consulting, and construction.

Copper CRM is used by over 30,000 companies, providing a cloud-based solution that enhances productivity and collaboration through its integration with Google Workspace.

Key Features

  • + Google Workspace integration (Gmail, Calendar, Drive)
  • + Activity Feed for real-time updates
  • + Sales pipeline and project management
  • + Mobile CRM application
  • + Contact and relationship management

Integrations

Google WorkspaceGmailGoogle CalendarGoogle Drive
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