Project and task management built for client work

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.

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.

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.

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.

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.