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.
Totango
Totango is a customer success software that helps you monitor customer health, automate engagement workflows, and drive recurring revenue growth through data-driven insights and proactive retention strategies.
Quick Comparison
| Feature | Copper | Totango |
|---|---|---|
| Website | copper.com | totango.com |
| Pricing Model | Subscription | Freemium |
| Starting Price | $23/month | Free |
| FREE Trial | ✓ 14 days free trial | ✓ 14 days free trial |
| Free Plan | ✘ No free plan | ✓ Has free plan |
| Product Demo | ✓ Request demo here | ✓ Request demo here |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 2011 | 2010 |
| Headquarters | San Francisco, USA | Redwood City, USA |
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.
Totango
Totango helps you protect and grow your recurring revenue by giving you a clear view of your customer health. You can integrate data from various sources to create a single source of truth for every account, allowing your team to spot churn risks before they happen. The platform uses 'SuccessBLOCs'—pre-built toolkits that help you standardize your customer journey, from onboarding and adoption to renewal and expansion.
You can automate repetitive manual tasks with 'SuccessPlays' that trigger specific actions based on customer behavior. Whether you are managing a handful of high-touch accounts or thousands of digital-only customers, the platform scales to meet your needs. It helps you move away from reactive firefighting and toward a proactive strategy that increases lifetime value and simplifies team collaboration.
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.
Totango Features
- Customer Health Scoring. Monitor real-time account health using multidimensional data so you can intervene exactly when a customer needs help.
- SuccessBLOCs. Deploy pre-built modular toolkits designed for specific goals like onboarding, renewals, or expansion to get started quickly.
- SuccessPlays. Automate your workflows by triggering tasks and notifications for your team based on specific customer milestones or risks.
- Customer Segments. Group your customers by industry, lifecycle stage, or health status to deliver personalized engagement at scale.
- Campaign Builder. Send automated, personalized emails to your customers based on their product usage and behavior without leaving the platform.
- Revenue Center. Track your renewal forecasts and identify upsell opportunities visually to ensure you hit your growth targets every quarter.
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
Totango Pricing
- Up to 100 accounts
- 1 SuccessBLOC
- Basic health tracking
- Community support
- Self-service onboarding
- Everything in Free, plus:
- Up to 200 accounts
- 3 SuccessBLOCs
- Automated SuccessPlays
- Email campaigns
- Standard integrations
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
Totango
Pros
- Highly customizable health scoring models
- Pre-built templates accelerate initial setup
- Powerful automation triggers save manual effort
- Excellent visibility into account renewal risks
Cons
- Initial configuration requires significant time investment
- Interface can feel cluttered for new users
- Higher pricing tiers are quite expensive