Copper keeps your pipeline inside Gmail. It stops there.
Copper is a CRM built to live inside Google Workspace: contacts, deals, and tasks sit right alongside your inbox and calendar, so reps barely notice they're using a separate tool. What Copper doesn't do is follow a deal past the close, into invoicing, project delivery, or whatever system runs the rest of your business. That handoff is where we come in.
Copper (formerly ProsperWorks) built its entire pitch around one idea: your team already lives in Gmail and Google Calendar, so the CRM should too. Contacts get created automatically from email threads, deals track activity without manual logging, and the Chrome extension means reps rarely open a separate app at all.
That convenience doesn't extend past Google Workspace. Copper has a marketplace of its own connectors, Slack and Mailchimp among them, but once a deal closes, getting that data into your invoicing system, your delivery or project tool, or a dashboard that isn't Copper's own reporting usually means someone exporting a spreadsheet or re-typing it somewhere else.
What We Build on Top of Copper
Carry the deal past the close
The handoff from 'won' to 'delivered' or 'invoiced,' automated.
- ■Invoice generated automatically in QuickBooks or whatever accounting system you run the moment a deal is marked won in Copper
- ■A new project or job created in your delivery tool with the deal's details already filled in, no re-typing the scope from scratch
- ■Client onboarding emails, welcome sequences, or portal access triggered the moment a deal's status changes
Surface data Copper can't see on its own
So a rep's view inside Gmail includes more than Copper's own records.
- ■Invoice and payment status pulled in from your accounting system, visible on the Copper record without opening a second tab
- ■Project or delivery status surfaced on the account, so a rep knows if a client's current engagement is on track before they email them
What happens to a deal after it's won in Copper?
If that handoff still runs through someone's memory and a spreadsheet, tell us.
More on Copper
Deeper write-ups on specific parts of Copper and what we build around each one.
Running your pipeline in Copper and still exporting it to get anything done?
Tell us what happens between a deal closing in Copper and the rest of your business finding out, invoicing, project kickoff, whatever comes next. We'll figure out what's actually worth automating. And if Copper isn't where the real gap is, that's fine too, we automate whatever's manual in your business, your pipeline included but not the limit of it.
Let's talk