Copper, the only CRM recognized as a Recommended for Google Workspace™ app, announced its transformation into a comprehensive client management platform designed specifically for agencies, consultancies, and professional services firms. With this evolution, Copper now empowers teams to manage the entire client lifecycle—from initial outreach to final deliverable-within a single, streamlined solution.
Unlike traditional CRMs built around transactional sales processes, Copper is tailored to the unique, relationship-driven nature of professional services. Many legacy systems are weighed down with unnecessary features while lacking the flexibility needed for modern teams. This disconnect often forces professionals to juggle multiple tools between selling and delivering-something Copper now aims to solve.
“CRMs are traditionally systems of record, but we see Copper as a system of action as well,” said Steve Holm, CEO at Copper. “This marks a new chapter for Copper-one informed by the real challenges of agencies and consultancies who’ve been forced to navigate disconnected tools for sales and delivery. Our goal is to unify that experience in one platform.”
Also Read: Acxiom Unifies Salesforce Services for Enhanced Customer Experience
Delivering a Connected Client Experience-from Pitch to Project Completion
Copper’s expanded capabilities are purpose-built to support every phase of the client journey, ensuring teams can work smarter, faster, and with greater cohesion:
-
Engage leads early: Capture every touchpoint—from emails to meetings—automatically and organize it around contact profiles for instant context and stronger connections.
-
Close deals efficiently: Visual pipelines, intelligent automation, and real-time alerts keep opportunities moving forward, while customizable dashboards provide accurate revenue forecasting.
-
Manage project delivery: Launch projects directly from closed deals. Track tasks, streamline workflows, and maintain client communication—all within the same platform.
-
Drive long-term growth: Build loyalty by staying top-of-mind with existing clients through automated follow-ups and timely re-engagement.
Whether managing dozens of marketing campaigns or maintaining ongoing client retainers, professional services teams can now count on Copper to deliver a seamless handoff between sales and delivery. This unified approach helps reduce operational friction, strengthen client relationships, and ultimately drive more predictable growth.