Copper + Converge

Copper is a customer relationship management platform designed specifically for Google Workspace users. It integrates seamlessly with Gmail, Google Calendar, Google Drive, and other Google applications, providing a native CRM experience without requiring users to leave their familiar Google environment.

Built with simplicity and user adoption in mind, Copper eliminates the complexity often associated with traditional CRM systems. The platform automatically captures email interactions, syncs calendar events, and provides intelligent insights to help sales teams build stronger customer relationships and close more deals.

Google Workspace Integration: Leverage deep integration with Gmail to automatically log email conversations, track communication history, and access CRM data directly from your inbox. Calendar integration ensures all meetings and follow-ups are captured and associated with the right contacts and opportunities.

Relationship Mapping: Build comprehensive relationship maps by connecting contacts within organizations and tracking interaction history across your entire team. This helps identify warm introductions, understand decision-making processes, and coordinate team efforts for complex B2B sales.

Mobile Sales Management: Access complete CRM functionality on mobile devices with native iOS and Android apps. Sales reps can update deal information, log activities, and access customer data while on the go, ensuring no important information is lost between meetings.

Google Workspace Connection: Begin by connecting Copper to your Google Workspace account through the admin console. Configure user permissions and enable automatic email sync to start capturing communication history immediately. Set up calendar integration to track meetings and follow-up activities.

Data Migration: Import existing customer data from spreadsheets, other CRM systems, or business applications. Map fields appropriately and clean data during the import process to ensure accuracy. Configure custom fields and pipeline stages to match your sales process.

Team Training: Since Copper works within Google Workspace, training is typically minimal. Focus on teaching team members how to access CRM features from Gmail, create opportunities, and use mobile apps for field sales activities. Set up reporting dashboards to track key metrics and team performance.