CuCopper + Klayara
Copper CRM reporting for teams that live in Google Workspace. Copper is a CRM for teams that work in Gmail and Google Workspace. Bring it into Klayara to see pipeline, projects and relationships, put them next to Google Sheets and your accounting, and share a weekly review. Ask our team to connect it for you.
Scheduled importCloud or self-hostedPermissions applied everywhere
Your Copper data, readable by everyone who should see it.
- Pipeline by stage and owner
- Projects after the sale
- Copper next to Google Sheets
- Weekly pipeline review
- Connect — tell our team which Copper account to use, and we connect it with you.
- Choose tables — pick what to make available, and how often to refresh.
- Build — drag and drop charts, set who sees what, schedule the reports.
Our BI developers can connect Copper and build your first dashboards as part of onboarding. About the service.
Want Copper in Klayara? Ask our team about connecting Copper — tell us what you report on and we will set it up with you.
What teams build on Copper.
Pipeline
Open deals by stage, owner and close month.
Win rate
Deals won and lost by source and reason.
Delivery projects
Projects started after a sale and their status.
Relationships
Contacts touched and gone quiet by owner.
Connect these alongside Copper.
How do we connect Copper to Klayara?
Ask our team about connecting Copper. Tell us which account to use and what you report on, and we set it up with you — usually as part of onboarding, so your first dashboards are ready when you start.
Can targets from a Google Sheet be compared?
Yes. Bring the sheet in and compare targets with Copper deals.
Can we ask which deals have gone quiet?
Yes. Ask in plain words and get a list. Klayara AI comes with the Growth and Enterprise plans (Growth includes 150 AI credits a month for the whole workspace) and runs only when someone clicks.
See your Copper data in Klayara.
Bring the report you rely on most. We'll rebuild it live on the call, from your own data, and show you what comes next.
Prefer to see plans first? See pricing