Copper
Copper is a productivity-first CRM software designed specifically for Google Workspace users to manage contacts, track sales opportunities, and automate administrative tasks directly within your Gmail and Calendar.
Planhat
Planhat is a customer success platform that helps you centralize customer data, monitor health scores, and automate workflows to drive retention and maximize lifetime value across your entire user base.
Quick Comparison
| Feature | Copper | Planhat |
|---|---|---|
| Website | copper.com | planhat.com |
| Pricing Model | Subscription | Custom |
| Starting Price | $23/month | Custom Pricing |
| FREE Trial | ✓ 14 days free trial | ✘ No free trial |
| Free Plan | ✘ No free plan | ✘ No free plan |
| Product Demo | ✓ Request demo here | ✓ Request demo here |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 2011 | 2015 |
| Headquarters | San Francisco, USA | Stockholm, Sweden |
Overview
Copper
Copper is a CRM built specifically for teams that live in Google Workspace. Instead of jumping between tabs, you can manage your entire sales pipeline, track email conversations, and update contact details directly inside your Gmail inbox. It automatically syncs your data from Google Calendar and Docs, so you spend less time on manual entry and more time building relationships with your clients.
You can visualize your sales process through drag-and-drop pipelines and set up automated reminders to ensure no lead falls through the cracks. It is ideal for small to mid-sized agencies, consulting firms, and technology companies that need a streamlined way to manage complex relationships without the steep learning curve of traditional enterprise CRM platforms.
Planhat
Planhat is a modern customer success platform designed to help you manage the entire post-sales lifecycle. By connecting your disparate data sources—from support tickets to product usage—you get a unified view of every customer. You can build custom health scores to identify at-risk accounts before they churn and create automated playbooks that guide your team through onboarding, renewals, and expansions.
The platform is built for scale, making it a fit for growing SaaS companies and large enterprises alike. You can manage complex subscription models, track key performance indicators in real-time, and collaborate across departments to ensure a consistent customer experience. It moves you away from messy spreadsheets and into a data-driven environment where you can proactively grow your revenue.
Overview
Copper Features
- Native Google Integration Manage your contacts and update deals directly within Gmail and Google Calendar without ever switching between different browser tabs.
- Automated Data Entry Scrape contact details from email signatures and sync calendar events automatically to keep your records accurate with zero manual effort.
- Visual Pipeline Management Track every deal across multiple stages using a clean drag-and-drop interface that gives you instant clarity on your revenue.
- Email Tracking Get real-time alerts when prospects open your emails or click your links so you can follow up at the perfect moment.
- Workflow Automation Set up triggers to automatically assign tasks, send follow-up emails, and update lead statuses based on specific team actions.
- Project Management Transition smoothly from closing a deal to managing the project with built-in tools for task tracking and file sharing.
Planhat Features
- Customer Health Scoring. Combine product usage, support trends, and feedback into weighted scores so you know exactly which accounts need your attention.
- Automated Playbooks. Standardize your success processes by triggering specific tasks and notifications based on customer behavior or lifecycle stages.
- Revenue Management. Track subscriptions, renewals, and expansions in one place to get a clear picture of your recurring revenue and growth trends.
- Customer Portal. Share success plans and data directly with your clients through a branded portal to improve transparency and collaboration.
- Usage Tracking. Monitor how users interact with your product in real-time to identify power users and those who might be struggling.
- Data Integration Hub. Sync data from your CRM, help desk, and billing systems with pre-built connectors to create a single source of truth.
Pricing Comparison
Copper Pricing
- Up to 3 users
- 2,500 contact limit
- Google Workspace integration
- Pipeline management
- Team collaboration tools
- Standard reporting
- Everything in Starter, plus:
- Unlimited contacts
- Workflow automation
- Bulk email and templates
- Custom fields and filters
- Integration with 1,000+ apps
Planhat Pricing
Pros & Cons
Copper
Pros
- Seamless integration with Gmail and Google Calendar
- Minimal learning curve for existing Google users
- Clean and intuitive user interface design
- Automated data scraping saves significant time
- Excellent mobile app for managing deals remotely
Cons
- Limited functionality for non-Google Workspace users
- Starter tier has a strict 3-user limit
- Reporting features can feel basic for enterprises
- Price per user is higher than competitors
Planhat
Pros
- Highly flexible interface allows for deep customization
- Powerful data visualization and reporting capabilities
- Excellent automation features for scaling success teams
- Consolidates multiple tools into one unified platform
Cons
- Initial setup and configuration can be complex
- Steep learning curve for non-technical users
- Requires significant data cleaning before implementation