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Copper CRM vs Salesmate: Find Your Best CRM Tool in 2026

| Last updated Jul 6, 2026

优胜者
Copper CRM
3.5
  • 专为 Google Workspace 打造
  • 在 Gmail 中运行 收件箱
  • 内置Chrome扩展程序
  • 工作流程 自动化 内置
  • Visual Pipeline & Lead Scoring
  • 14天免费试用
  • Paid Plans from $9/seat/mo
亚军
销售员
2.5
  • 700 多个应用集成
  • Sandy AI 自动化
  • 内置通话和语音信箱
  • 会议 调度程序 包括
  • 15天免费试用,无需信用卡
  • Zapier & Google Apps Sync
  • Paid Plans from $23/user/mo

⚡ 快速结论:

  • 定价:客户关系管理 starts at $9/seat/mo (Starter), while Salesmate starts at $23/user/mo (Basic).
  • 最适合: Copper CRM suits teams living inside the Gmail inbox. Salesmate fits sales teams wanting built-in calling and 700+ integrations.
  • 主要区别: Copper is built only for Google Workspace. Salesmate works with both Google apps and Microsoft apps.
  • 我们的选择: Copper CRM for most Google-first small businesses. Its native Gmail extension removes manual data entry.
Copper CRM vs Salesmate Comparison

Copper CRM and Salesmate both promise to fix a messy sales process.

But they were built for two different kinds of teams.

Copper CRM lives inside your Gmail inbox and Google Calendar.

Salesmate CRM packs calling, marketing automation, and a 会议 scheduler into one tool.

This guide breaks down pricing, features, and who each CRM software fits best.

概述

This Copper CRM vs Salesmate comparison covers pricing, features, and ease of use for both CRM software tools.

We reviewed documentation, pricing pages, and user reviews for each one.

我们的撰稿人也亲自体验了这两个平台。

这些笔记出现在下面的“我们的团队注意到”部分中。

By the end, you will know which sales CRM fits your team.

Copper CRM是什么?

Copper CRM is a customer relationship management tool built only for Google Workspace.

It launched in 2012 as a Gmail extension to kill manual data entry.

A Chrome extension lets you manage leads and deals inside Gmail.

Copper’s integration syncs emails, meetings, and contacts from Google apps automatically.

The company claims over 30,000 CRM customers, including Google itself.

What is Copper CRM
Copper CRM 主页
Copper CRM教程 | Copper CRM新手入门指南(2026)

🏆 Winner: Copper CRM

⭐ 3.5/5 | 💰 每月每席位 9 美元起

The only CRM made for Google Workspace. It manages your sales process right inside the Gmail inbox, so sales reps skip manual data entry.

铜 CRM 定价

Here is what Copper CRM pricing looks like in 2026. Let’s break it down.

计划价格最适合
起动机每席每月 9 美元Organizing new contacts only
基本的每席每月 23 美元小型企业, up to 2,500 contacts
专业的每席每月 59 美元Teams importing up to 15,000 contacts
商业每席每月 99 美元Full workflow automation and reporting

Pricing verified July 2026.

铜 CRM 定价

免费试用: Yes. Copper offers a 14-day free trial to test the platform first.

退款保证: No standard refund. Cancel before renewal to avoid the next charge.

📌 笔记: The Starter plan lacks pipeline functionality. It only organizes contacts. You need Basic or higher to create pipelines.

⚠️ 警告: The table shows annual per-seat rates. Paid monthly, Copper costs more: Basic $29, Professional $69, and Business $134 per seat.

Copper CRM 的主要优势

Here is what makes Copper CRM worth considering:

  • Google Workspace 集成: Copper syncs Gmail, Google Calendar, Google Docs, Google Sheets, and Google Drive. Records update without manual data entry.
  • Chrome扩展程序: Create leads, companies, and tasks directly from your Gmail inbox. No tab switching needed.
  • Visual pipelines: Track your sales process across stages. You can create pipelines and even run multiple pipelines per team.
  • 工作流程自动化: Copper can automate tasks and repetitive tasks so sales reps focus on deals, not data entry.
  • Automated emails: Send one-off automated emails or a full email sequence. The email sequence sits in the Business tier.
  • Lead scoring and tracking: Copper adds lead scoring, website tracking, and email tracking. You easily track who opened what.
Copper CRM 的主要优势

我们的团队注意到了什么

我们的 作家 signed up for Copper CRM and used it for everyday contact management. Here is what stood out from that hands-on time:

Copper CRM个人经验

Copper CRM 的优缺点

✅ 优点
  • Deep Google Workspace integration works inside Gmail and Google Calendar
  • Chrome extension removes manual data entry for new contacts
  • Transparent Copper CRM pricing with no hidden setup costs
  • User-friendly API makes it easy to build custom integrations
❌缺点
  • No Microsoft 365 support, so it cannot serve non-Google companies
  • Contact management can glitch, with reports of disappearing contact information
  • Marketing tools feel clunky and rely on an external tool, Outfunnel

Salesmate是什么?

Salesmate CRM is an all-in-one cloud-based platform for sales, marketing, and support.

It targets small to medium businesses that want to close more deals.

Salesmate’s platform enriches customer interactions and boosts productivity.

Sandy AI drafts emails, summarizes calls, and handles repetitive tasks.

It serves many sectors, including SaaS, healthcare, and any real estate company.

What is Salesmate CRM
Salesmate 主页
Salesmate.io CRM演示和评测(完整指南)

Salesmate CRM

⭐ 2.5/5 | 💰 每月每用户 23 美元起

A flexible sales CRM with built-in calling and 700+ integrations. It fits sales teams that want marketing automation and a meeting scheduler in one place.

销售伙伴定价

Here is what Salesmate costs in 2026. The plans scale with your sales team.

计划价格最适合
基本的每用户每月 23 美元Small teams starting with a sales pipeline
专业版每用户每月 39 美元不断壮大的团队需要营销自动化
商业每用户每月 63 美元Larger teams wanting advanced capabilities

Pricing verified July 2026.

销售伙伴定价

免费试用: Yes. Salesmate offers a 15-day free trial with no credit card. You can start a free trial today.

退款保证: No formal refund window. A Black Friday deal often takes 10% off annual plans.

📌 笔记: Higher tiers add Sandy AI, automation journeys, and richer analytics. This helps you save money by replacing several other companies’ separate tools.

⚠️ 警告: Some users report Salesmate can delete leads if a payment is missed. Keep your billing current to protect your data.

Salesmate 的主要优势

Here is what makes Salesmate worth a look:

  • Broad integrations: Salesmate connects with 700+ tools. That includes Google apps, Microsoft apps, Slack, and Zapier integrations.
  • 内置通话: Make calls, record them, and use voicemail drops from your phone or the mobile app.
  • 营销自动化: Automation journeys run multi-channel drip campaigns and follow ups without manual work.
  • Meeting scheduler: Prospects can book meetings online. This saves sales reps time on back-and-forth email.
  • Visual sales pipeline: Track deals across stages. Strong pipeline management helps you build lasting customer relationships.
  • 可执行的见解: Dashboards and reports surface sales performance data and support sales forecasting.
Salesmate 顶级福利

我们的团队注意到了什么

Our writer signed up for Salesmate and tested its pipeline and calling tools. Here is what stood out from that hands-on time:

销售员个人经历

Salesmate 的优缺点

✅ 优点
  • 700+ integrations, so it plays well with Google apps and Microsoft apps
  • Built-in calling, voicemail drops, and a meeting scheduler in one place
  • Sandy AI automates data entry and repetitive tasks
  • Fully customizable to fit any sales process
❌缺点
  • Bugs reported in the email template editor and automation journeys
  • Can delete leads if a payment is missed, a data security worry
  • Weaker for marketing automation than some dedicated tools

功能对比

Ready to dive into a detailed comparison of Copper CRM vs Salesmate? We will explore nine key features to help you pick the right sales CRM for your team.

特征Copper CRM销售员
起价每座每月 9 美元每用户每月 23 美元
免费试用✅ 14天✅ 15天
Google Workspace CRM✅ 原生✅ 通过集成
Microsoft Apps
内置通话
工作流自动化
会议安排器
领先得分
应用集成Limited add ons700+
最适合Google-first teams一体化销售团队

1. Google Workspace 集成

Copper CRM: This is Copper’s biggest strength. It is the only CRM made for Google Workspace, formerly G Suite. Copper’s integration syncs Gmail and Google Calendar, plus Google Docs, Google Sheets, and Google Drive.

Copper CRM Google Workspace

销售员: Salesmate connects to Google apps too, but it is not Google-only. It also works with Microsoft apps and other tools, which is a huge plus for mixed teams.

在 Salesmate 中集成视频会议工具,方便您进行会议。

2. 联系人管理

Copper CRM: Copper auto-populates records from your Gmail inbox, so new contacts land without manual data entry. Some users report glitches, though, like disappearing contact information.

Copper CRM 导入数据

销售员: Salesmate enriches contacts and accounts, then logs every touch automatically. Contact and deal intelligence pulls emails, calls, and notes into one view of your customer interactions.

销售员轨道公司

3. Sales Pipelines and Deals

Copper CRM: Copper lets you create pipelines and run multiple pipelines to track your sales process. Note that the Starter plan skips pipelines entirely.

铜CRM管道

销售员: Salesmate’s visual sales pipeline helps you track deals and close more deals. Strong pipeline management keeps every new lead moving forward.

Salesmate 管理交易

4. 工作流自动化

Copper CRM: Copper’s workflow automation cuts repetitive tasks and manual updates. The Professional plan and Business tier unlock the deeper rules.

Copper CRM 创建工作流程

销售员: Salesmate goes further with Sandy AI and automation journeys. It can automate tasks, run drip campaigns, and even add 聊天机器人 to your site.

13 - 聊天工具 - Salesmate

5. Automating Repetitive Tasks

Copper CRM: Copper eliminates manual data entry by pulling data straight from Google products. Sales reps add tasks directly from Gmail and Google Calendar.

Copper CRM自动化任务

销售员: Sandy AI drafts emails and summarizes calls to save time. Team collaboration and task management tools let reps tag teammates and share notes to boost productivity. It replaces several disjointed systems in one platform.

利用 Salesmate CRM 提升团队协作和决策能力

6. Email Templates and Sequences

Copper CRM: Copper offers email templates for consistent replies and automated emails from your Gmail account. A full email sequence needs the Business tier, and bulk emails stay basic.

Copper CRM 电子邮件模板

销售员: Salesmate ships email templates plus email tracking baked in. Sequences and follow ups run inside automation journeys, which is handy for cold outreach.

销售员电子邮件模板

7. Lead Scoring and Website Tracking

Copper CRM: Copper adds lead scoring and website tracking to spot warm prospects. You easily track email opens and clicks for engagement insights.

铜客户关系管理 (CRM) 追踪线索

销售员: Salesmate captures leads with personalized web forms you embed on your site. Those forms feed new prospects straight into your sales pipeline.

10 - 创建 Web 表单 - Salesmate

8. 报告和分析

Copper CRM: Copper’s custom reporting lets you build sales reports from your own data. It covers core sales reporting for most 小型企业 needs, though the marketing side has limited features.

铜牌客户关系管理销售报告

销售员: Salesmate’s dashboards deliver deeper analytics and sales forecasting. Reports track sales performance across the whole team, not just one rep.

Salesmate 报告分析

9. Project Management and Scheduling

Copper CRM: Copper doubles as light project management. You can manage projects and work with clients beside your deals in one place. The mobile app gives you access on the go.

Copper CRM 管理项目

销售员: Salesmate’s meeting scheduler lets prospects book meetings online. This trims scheduling email and helps reps land more sales calls by phone.

销售伙伴会议安排器

10. 定价与成本

让我们来并排比较一下这些定价方案。

计划Copper CRM销售员
入口Starter $9/seat/moBasic $23/user/mo
Basic $23 / Pro $59Pro $39/user/mo
顶部Business $99/seat/moBusiness $63/user/mo
免费试用14天15天,无卡

Copper CRM: Copper’s Starter plan is cheap at $9, but it only organizes contacts. To create pipelines and automate tasks, you need Basic or higher, which pushes cost up fast.

销售员: Salesmate costs more at entry but bundles calling, a meeting scheduler, and marketing automation. For teams replacing at least six others tools, that bundle can save money overall.

不同场景

如果您需要……选择为什么
Deep Gmail workflowCopper CRMNative Google Workspace integration
Tight budget entryCopper CRMStarter from $9/seat
内置通话销售员Phone and voicemail included
Microsoft apps销售员Not locked to Google
营销自动化销售员Automation journeys and campaigns

💰 您的预算

Copper CRM pricing starts lower at $9 per seat. Salesmate costs more upfront but bundles more tools.

🔌 您的技术栈

Copper is strict Google Workspace only. Salesmate handles Google apps, Microsoft apps, and other apps, so it fits mixed stacks.

📞 您的销售流程

Salesmate wins for phone-heavy teams with calling built in. Copper suits reps who live inside Gmail all day.

🎓您的经验水平

Copper feels familiar to Google users, so onboarding is quick. Salesmate has more depth, so you may need to train users.

🆓 免费试用和演示

Test both before you commit. Copper gives 14 days; Salesmate gives 15 days with no card, so you can start a free trial today.

🛟 支持选项

Salesmate’s support team earns praise for quick help. Copper’s docs and user-friendly API give developers all the necessary APIs.

切换指南

已经在使用这些工具了吗?如果您切换到其他工具,可能会遇到以下情况。

🔄 Switching from Copper CRM to Salesmate?

✅ 你将获得:

  • Built-in calling and a meeting scheduler to book meetings
  • 700+ integrations, including Microsoft apps and Zapier integrations
  • Stronger marketing automation and drip campaigns

❌ 你会失去什么:

  • Native, deep Google Workspace integration inside Gmail
  • The simple $9 Starter plan entry price
  • The Chrome extension built for Google products

📋 如何切换:

  1. Export contacts and deals from Copper as a CSV
  2. Create a Salesmate account and start the free trial
  3. Import your data and rebuild your sales pipeline
🔄 Switching from Salesmate to Copper CRM?

✅ 你将获得:

  • CRM data that lives inside Gmail and Google Calendar
  • Automatic sync with Google Sheets, Google Docs, and Google Drive
  • A lower entry price for a small business

❌ 你会失去什么:

  • Built-in phone calling and voicemail drops
  • The 700+ app library and Sandy AI automation
  • Microsoft apps support and the meeting scheduler

📋 如何切换:

  1. Export your Salesmate contacts and companies
  2. Sign up for Copper and connect Google Workspace
  3. Import records and set up your pipelines

我们的评测没有涵盖的内容

This comparison focused on small businesses and sales teams. We did not test enterprise SSO or bulk licensing for large companies. Our notes come from July 2026 versions, so features may shift. If you run a 100-seat sales team, your priorities may differ from what we covered here.

最终判决

类别优胜者
💰 定价Copper CRM
🔗 Google WorkspaceCopper CRM
📞 Calling & Scheduling销售员
🤖 Automation & AI销售员
👶 易用性Copper CRM
🔌 集成销售员
🏆 总冠军Copper CRM

🏆 WINNER: COPPER CRM

Copper CRM wins 4 of 6 categories.

最适合: Google Workspace teams, Gmail-first sales reps, and any small business that wants zero manual data entry.

After extensive research, Copper CRM and Salesmate serve two different buyers. Copper is the cleanest fit for teams glued to Google apps.

Salesmate is excellent for phone-heavy teams that want calling, a meeting scheduler, and marketing automation in one place. Many users note that Salesmate stands out for flexibility and support.

If you weigh various options and live inside Gmail, Copper CRM is the better choice for most small businesses.

铜CRM对比

Here is how Copper CRM stacks up against other CRM software options:

Copper CRM 与 HubSpot 的比较

铜的胜出之处在于: Native Gmail workflow, simpler setup, lower entry price

HubSpot 在以下方面胜出: Free tier, broader marketing tools, bigger integration library

Copper CRM 与 Salesforce

铜的胜出之处在于: Faster onboarding, tight Google products fit, friendlier for a small business

Salesforce 的优势在于: Deep customization, enterprise scale, advanced capabilities for large teams

Copper CRM 与 Monday CRM 对比

铜的胜出之处在于: Gmail-first design, contact management, automatic Google sync

周一 CRM 胜出: Visual project management, flexible boards, wider use beyond sales

2026 年最佳 CRM 软件?Notion、Airtable、folk、Copper、Pipedrive、HubSpot 和 Salesforce 哪个更好?

Salesmate 的对比更多

Here is how Salesmate compares to a few other CRMs sales teams weigh:

Salesmate 与 HubSpot 的比较

Salesmate 获胜条件: Built-in calling, cheaper paid tiers, Sandy AI automation

HubSpot 在以下方面胜出: Generous free plan, content marketing tools, larger app marketplace

Salesmate 与 Freshsales CRM 的比较

Salesmate 获胜条件: More app integrations, richer automation journeys, flexible pipelines

Freshsales 在以下方面胜出: Cleaner free tier, built-in phone credits, simpler lead scoring

销售员 vs 胶囊 客户关系管理

Salesmate 获胜条件: Calling, marketing automation, meeting scheduler to book meetings

Capsule wins on: Lower cost, lighter interface, easier for tiny teams

满足您需求的最佳CRM工具

常见问题解答

Copper CRM是做什么用的?

Copper CRM manages contacts, leads, and deals inside Google Workspace. It works within your Gmail inbox and Google Calendar to run your sales process without manual data entry.

Copper CRM 的旧名称是什么?

Copper was originally called ProsperWorks. It launched in 2012 as a Gmail extension before rebranding to Copper, the CRM built for Google Workspace.

Copper CRM 是否支持 Outlook?

No. Copper CRM is built only for Google Workspace, not Microsoft 365 or Outlook. If your team uses Outlook, Salesmate is the better fit.

Salesmate是做什么用的?

Salesmate is a sales CRM with built-in calling, a meeting scheduler, and marketing automation. It helps teams track deals, automate tasks, and build lasting customer relationships.

销售中的客户关系管理系统(CRM)是什么?

A sales CRM is customer relationship management software. It stores contacts, tracks your sales pipeline, and automates follow ups so sales reps close more deals.

Fahim Joharder,创始人

Fahim Joharder,创始人

测试过 900 多款人工智能工具。月活跃读者超过 25 万。

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