# Close vs Copper

| Attribute | Close | Copper |
|---|---|---|
| **vioscaleAI score** | 71.9 (76% (high)) | 67 (54% (medium)) |
| content.faq | `[{"answer":"Close is a sales CRM platform that integrates multiple communication and sales management tools into a single system. It's designed for sales teams of any size, from solo operators to larger organizations, combining contact management, pipeline tracking, and reporting capabilities.","source":"https://close.com","question":"What is Close and who is it designed for?","confidence":0.95},{"answer":"Close enables sales teams to communicate with prospects and customers through multiple channels including phone calling, email messaging, and SMS text messages. All these communication methods are integrated directly within the CRM, allowing teams to manage all interactions from a single interface.","source":"https://close.com","question":"What communication channels does Close support?","confidence":0.95},{"answer":"Close uses a per-user subscription model with flexible billing available on monthly or annual terms. The pricing is designed to be cost-effective for small teams and solo operators, with plans scaling based on team size and feature requirements.","source":"https://close.com","question":"How is Close priced?","confidence":0.92},{"answer":"Close offers a free tier for basic usage and a 30-day free trial for new users to explore the platform's full capabilities before committing to a paid plan.","source":"https://close.com","question":"Does Close offer a free tier or trial?","confidence":0.95},{"answer":"Close integrates with over 100 applications including popular tools like Slack, ChatGPT, Claude, WhatsApp, and Salesforce. This allows teams to connect their existing workflow and data systems to streamline operations.","source":"https://close.com","question":"What integrations does Close support?","confidence":0.95},{"answer":"Close combines contact and company management, email and SMS communication tools, and sales pipeline tracking within one platform. It also includes workflow automation to streamline repetitive tasks, performance dashboards with reporting and sales forecasting, API access for custom integrations, and support for custom fields tailored to your business needs.","source":"https://close.com","question":"What are Close's main capabilities?","confidence":0.95},{"answer":"Close includes an AI sales assistant called Chloe that automates certain sales tasks and activities. The assistant is integrated directly within the platform to help streamline team workflows and boost productivity.","source":"https://close.com","question":"Does Close include an AI sales assistant?","confidence":0.9},{"answer":"Close is a web-based platform accessible through standard web browsers, eliminating the need for desktop software installation. This allows sales teams to work from anywhere with an internet connection.","source":"https://close.com","question":"How does Close deploy—is it web-based or desktop software?","confidence":0.9}]` | `[{"answer":"Copper is a CRM platform built specifically for service businesses. It helps you centralize customer contacts, manage sales opportunities, track projects, and maintain detailed relationship histories in a single system.","source":"https://www.copper.com","question":"What type of business is Copper designed for?","confidence":0.9},{"answer":"Copper is deeply integrated with Gmail and Google Workspace, letting you manage customer communication and scheduling without leaving your existing tools. It also connects with Google Calendar and LinkedIn for expanded functionality.","source":"https://www.copper.com","question":"How well does Copper integrate with Gmail and Google Workspace?","confidence":0.95},{"answer":"Beyond Google tools, Copper integrates with QuickBooks for accounting, PandaDoc and DocuSign for document workflows, and LinkedIn for professional networking. This covers seven key integrations designed to reduce tool-switching.","source":"https://www.copper.com","question":"What other business tools does Copper connect to?","confidence":0.95},{"answer":"Yes, Copper includes a mobile application so you can access customer records, manage deals, and stay on top of customer relationships from your phone or tablet.","source":"https://www.copper.com","question":"Does Copper have a mobile app?","confidence":0.95},{"answer":"Copper provides contact and company management, sales pipeline management, email integration, marketing and workflow automation, forecasting, reporting dashboards, mobile access, and API connectivity for custom integrations.","source":"https://www.copper.com","question":"What core features does Copper offer?","confidence":0.9},{"answer":"Copper is a cloud-based web application accessible through your browser. There is no software to install or servers to maintain—you simply log in from any device.","source":"https://www.copper.com","question":"How is Copper deployed and accessed?","confidence":0.95},{"answer":"Yes, Copper provides API access that allows you to build custom integrations and automate workflows with applications not covered by its pre-built connectors.","source":"https://www.copper.com","question":"Can I integrate Copper with tools outside the standard integrations?","confidence":0.9},{"answer":"Copper operates on a commercial cloud subscription model. For current pricing details and available plan options, contact Copper directly or visit their website.","source":"https://www.copper.com","question":"What pricing model does Copper use?","confidence":0.75}]` |
| deployment.options | `{"cloud":true}` | `{"cloud":true}` |
| description.long | A cloud-based sales CRM combining built-in calling, email, and SMS with workflow automation and an embedded AI sales agent that proactively calls leads, qualifies prospects, and automates follow-ups. | A customer relationship management system designed for service and sales businesses. It embeds CRM capabilities into Gmail, Google Calendar, and other workplace tools, allowing teams to manage leads, track pipeline opportunities, automate workflows, and maintain customer interactions within their existing workflow. |
| features.capabilities | `{"api_access":true,"mobile_app":true,"forecasting":true,"custom_fields":true,"email_integration":true,"contact_management":true,"pipeline_management":true,"workflow_automation":true,"marketing_automation":true,"reporting_dashboards":true}` | `{"api_access":true,"mobile_app":true,"forecasting":true,"lead_scoring":true,"custom_fields":true,"email_integration":true,"contact_management":true,"pipeline_management":true,"workflow_automation":true,"marketing_automation":true,"reporting_dashboards":true}` |
| integrations.count | 100 | 28 |
| integrations.list | `[{"name":"Fivetran"},{"name":"Zapier"},{"name":"Zoom"},{"name":"Calendly","native":false,"category":"scheduling","direction":"bidirectional"},{"name":"LinkedIn","native":false,"category":"sales","direction":"inbound"},{"name":"ChatGPT","native":false,"category":"ai","direction":"bidirectional"},{"name":"Gmail","native":false,"category":"email","direction":"bidirectional"},{"name":"HubSpot","native":false,"category":"crm","direction":"bidirectional"},{"name":"monday.com","native":false,"category":"productivity","direction":"bidirectional"},{"name":"Shopify","native":false,"category":"ecommerce","direction":"inbound"},{"name":"Ringover","native":false,"category":"communications","direction":"bidirectional"},{"name":"Customer.io","native":false,"category":"email","direction":"outbound"},{"name":"Segment","native":false,"category":"cdp","direction":"inbound"},{"name":"Help Scout","native":false,"category":"support","direction":"bidirectional"},{"name":"Helpwise","native":false,"category":"support","direction":"bidirectional"},{"name":"KlickTipp","native":false,"category":"email","direction":"outbound"},{"name":"Dialer.io","native":false,"category":"calling","direction":"bidirectional"},{"name":"Driftrock","native":false,"category":"lead_generation","direction":"inbound"},{"name":"Drip","native":false,"category":"email","direction":"bidirectional"},{"name":"LeadFuze","native":false,"category":"lead_generation","direction":"inbound"},{"name":"Convertmax","native":false,"category":"analytics","direction":"outbound"},{"name":"Aura","native":false,"category":"lead_scoring","direction":"inbound"},{"name":"Avina","native":false,"category":"sales_intelligence","direction":"inbound"},{"name":"Magic Sales Bot","native":false,"category":"automation","direction":"inbound"},{"name":"LeadCRM","native":false,"category":"recruitment","direction":"inbound"},{"name":"Lead Mapper","native":false,"category":"mapping","direction":"bidirectional"},{"name":"Truto","native":false,"category":"integration","direction":"bidirectional"},{"name":"WhatsApp","native":true,"category":"messaging","direction":"bidirectional"},{"name":"Reply","native":true,"category":"sales_automation","direction":"bidirectional"},{"name":"Signable","native":true,"category":"document_signing","direction":"bidirectional"},{"name":"Hunter","native":true,"category":"email_finder","direction":"inbound"},{"name":"RocketReach","native":true,"category":"contact_data","direction":"inbound"},{"name":"UpLead","native":true,"category":"email_verification","direction":"inbound"},{"name":"Unbounce","native":true,"category":"forms","direction":"inbound"},{"name":"AppInsights","native":true,"category":"analytics","direction":"bidirectional"}]` | `[{"name":"Gmail"},{"name":"Google Calendar"},{"name":"Google Contacts"},{"name":"Google Drive"},{"name":"Google Sheets"},{"name":"Looker Studio"},{"name":"LinkedIn"},{"name":"Slack"},{"name":"MailChimp"},{"name":"QuickBooks"},{"name":"DocuSign"},{"name":"PandaDocs"},{"name":"Zoom"},{"name":"JustCall"},{"name":"RingCentral"},{"name":"Zendesk"},{"name":"Zapier"},{"name":"Typeform"},{"name":"Dropbox"},{"name":"Trello"},{"name":"Shopify"},{"name":"Squarespace"},{"name":"Notion"},{"name":"Jira"},{"name":"Chargebee"},{"name":"Gong"},{"name":"CallHippo"},{"name":"Flodesk"},{"name":"Surfe"},{"name":"Respond.io"},{"name":"Dotloop"},{"name":"LendingPad"},{"name":"Contacts+"},{"name":"Quo"},{"name":"VirtualPBX"},{"name":"Outfunnel"},{"name":"ActiveCampaign"},{"name":"Stripe"},{"name":"Twilio"},{"name":"Facebook Messenger"},{"name":"ApiX-Drive","native":true,"category":"integration_platform","direction":"bidirectional"},{"name":"Okta","native":false,"category":"authentication"},{"name":"Xero","native":false,"category":"accounting"},{"name":"Asana","native":false,"category":"project_management"},{"name":"Airtable","native":false,"category":"database"},{"name":"Coda","native":false,"category":"document_collaboration"},{"name":"Apollo","native":false,"category":"sales_prospecting"},{"name":"Hunter.io","native":false,"category":"email_finder"},{"name":"Mixmax","native":false,"category":"email"},{"name":"YAMM","native":false,"category":"email_marketing"},{"name":"Workato","native":false,"category":"workflow_automation"}]` |
| market.availability | `{"primaryMarkets":["US"],"availabilityScope":"global","availableCountries":["US","CA","GB","AU"],"notAvailableCountries":[]}` | `{"primaryMarkets":["US"],"availabilityScope":"global","availableCountries":[],"notAvailableCountries":[]}` |
| platform.support | `{"cli":true,"ios":true,"mac":true,"web":true,"android":true,"windows":true}` | `{"ios":true,"web":true,"android":true}` |
| pricing | `{"type":"subscription","plans":[{"free":false,"name":"Starter","summary":"$9/user/mo (billed annually)","features":["Unlimited contacts & leads","Built-in forms, email, calling & SMS"],"components":[{"kind":"per_unit","unit":"seat","amount":9,"period":"month","currency":"USD"}],"description":"For small teams that want one place for every call, email, and deal","contactSales":false,"includedLimits":{"ai_credits":"500/month","opportunities_per_lead":"300"}},{"free":false,"name":"Growth","summary":"$35/user/mo (billed annually)","features":["All Starter features","Automated workflows","Chloe AI workflows","Contact enrichment"],"components":[{"kind":"per_unit","unit":"seat","amount":35,"period":"month","currency":"USD"}],"description":"For scaling teams with automation and workflows","contactSales":false,"includedLimits":{"ai_credits":"1000/month"}},{"free":false,"name":"Scale","summary":"$99/user/mo (billed annually)","features":["All Growth features","Role-based access & permissions"],"components":[{"kind":"per_unit","unit":"seat","amount":99,"period":"month","currency":"USD"}],"contactSales":false,"includedLimits":{"ai_credits":"1500/month"}},{"free":false,"name":"Enterprise","summary":"$139/user/mo (billed annually)","features":["All Scale features"],"components":[{"kind":"per_unit","unit":"seat","amount":139,"period":"month","currency":"USD"}],"contactSales":true,"includedLimits":{"ai_credits":"2000/month"}}],"addOns":[{"name":"Call Recording","components":[{"kind":"fixed","amount":50,"period":"month","currency":"USD"},{"per":{"qty":1,"unit":"minute"},"kind":"metered","amount":0.02,"currency":"USD"}]},{"name":"Phone Numbers","components":[{"kind":"fixed","unit":"number","amount":1,"period":"month","currency":"USD"}]},{"name":"Calling","components":[{"per":{"qty":1,"unit":"minute"},"kind":"metered","amount":0.02,"currency":"USD"}]}],"summary":"From $9/user/month (annual billing). 14-day free trial. Usage-based pricing for calling, SMS, and call recording.","currency":"USD","freeTier":true,"sourceUrl":"https://close.com/pricing","retrievedAt":"2026-09-22T14:38:34.376Z","freeTrialDays":14,"startingPrice":{"unit":"seat","amount":9,"period":"month","currency":"USD"},"billingPeriods":["month","year"]}` | `{"type":"subscription","plans":[{"free":false,"name":"Basic","summary":"$29/user/mo","features":["Task automation","Pipelines","Project Management","Contact enrichment"],"components":[{"kind":"per_unit","unit":"seat","amount":29,"period":"month","currency":"USD"}],"contactSales":false,"includedLimits":{"contacts":"2,500"}},{"free":false,"name":"Professional","summary":"$69/user/mo","features":["Workflow automation","Bulk email","Everything in Basic"],"components":[{"kind":"per_unit","unit":"seat","amount":69,"period":"month","currency":"USD"}],"contactSales":false,"includedLimits":{"contacts":"15,000"}},{"free":false,"name":"Business","summary":"$134/user/mo","features":["Email series","Custom reports","Multi-currency","Everything in Professional"],"components":[{"kind":"per_unit","unit":"seat","amount":134,"period":"month","currency":"USD"}],"contactSales":false,"includedLimits":{"contacts":"Unlimited"}}],"summary":"From $29/user/mo. Free 14-day trial.","currency":"USD","freeTier":true,"sourceUrl":"https://www.copper.com/pricing","retrievedAt":"2026-09-22T14:38:23.260Z","freeTrialDays":14,"startingPrice":{"unit":"seat","amount":29,"period":"month","currency":"USD"},"billingPeriods":["month","year"]}` |
| pricing.free_tier | yes | yes |
| pricing.model | freemium | freemium |
| pricing.price_level | low | mid |
| pricing.starting_price | `{"amount":9,"currency":"USD"}` | `{"amount":29,"currency":"USD"}` |
| pricing.transparent | yes | yes |
| reliability.status_page | yes | yes |
| security.certifications | `[{"name":"SOC 2 Type II","level":"Type II","status":"active"}]` | - |
| security.disclosure_policy | - | yes |
| security.gdpr | yes | yes |
| security.soc2 | yes | - |
| security.trust_center | https://close.com/security | https://www.copper.com/resources/gdpr-compliance-and-the-new-eu-us-data-privacy-framework-a-quick-guide |

## Capabilities (CRM Software)

| Capability | Close | Copper |
|---|:--:|:--:|
| **Core** |  |  |
| Contact & account management | ✓ | ✓ |
| Deal / pipeline management | ✓ | ✓ |
| Lead scoring | - | ✓ |
| **Communication** |  |  |
| Email sync & tracking | ✓ | ✓ |
| **Automation** |  |  |
| Marketing automation | ✓ | ✓ |
| Workflow automation | ✓ | ✓ |
| **Insight** |  |  |
| Reporting & dashboards | ✓ | ✓ |
| Sales forecasting | ✓ | ✓ |
| **Access** |  |  |
| Native mobile app | ✓ | ✓ |
| **Extensibility** |  |  |
| Public API | ✓ | ✓ |
| Custom fields & objects | ✓ | ✓ |

*Source: vioscaleAI. Generated 2026-10-16T19:14:51.232Z. "-" = undocumented, not absent.*