Copper was our CRM for two years. It was the tool we lived in before SalesSheet existed, and for a while it worked. The Google Workspace integration was seamless - contacts synced from Gmail, deals lived inside your inbox, and the Chrome extension made logging activities feel effortless. But as our needs evolved, the cracks became impossible to ignore.
The pricing was the first issue. Copper's Professional plan runs $59 per user per month. For a small sales team of three, that is over $2,100 a year just for CRM access. The Business plan, which unlocks features like lead scoring and workflow automation, jumps to $99 per user per month. We were paying enterprise prices for a tool that felt increasingly constrained. SalesSheet's Pro plan at $29 per month - not per seat, per account - was the pricing model we wished existed when we were Copper customers.
The second issue was the Google-only ecosystem. Copper is built exclusively for Google Workspace. If you have team members on Outlook, or if you need integrations beyond the Google ecosystem, you hit walls fast. We needed a CRM that worked with any email provider and offered native integrations with tools like Slack and built-in calling - not just Gmail add-ons.
The moment we realized Copper's AI features were limited to basic email suggestions while we were building full conversational AI into SalesSheet, the decision to migrate was obvious.
The third and most important issue was AI. Copper added some AI features over time, but they are surface-level - email subject suggestions, basic activity logging. SalesSheet's AI assistant can create contacts, update deals, draft emails in your voice, summarize call recordings, and answer questions about your pipeline using natural language. The gap between bolted-on AI and AI-native architecture is enormous.
Before exporting a single record, we mapped out what we needed to bring over. Copper stores contacts, companies (called People and Companies), opportunities, activities, and custom fields. We had 512 contacts, 87 companies, 34 open opportunities, and around 1,200 activity log entries spanning two years of sales conversations. The goal was zero data loss on contacts and companies, with activities imported as notes attached to the right records.
We created a migration spreadsheet that listed every Copper field alongside its SalesSheet equivalent. Most fields mapped directly - First Name, Last Name, Email, Phone, Company Name. Custom fields required more thought. Copper lets you create custom fields with types like dropdown, multi-select, and currency. SalesSheet supports custom fields as well, but the types need to match or you get import errors. We converted Copper's multi-select fields into comma-separated text fields and mapped their dropdown values to our own picklist options before starting the import.
The timeline we set was aggressive: start the export Friday evening, run the import Saturday, validate Sunday, and be fully operational on SalesSheet by Monday morning. We hit that target with time to spare.
Copper provides a straightforward CSV export from Settings > Export Data. You can export People, Companies, Opportunities, and Activities as separate CSV files. We exported all four. The People export gave us one row per contact with columns for every standard and custom field. The Companies export was similar but keyed on company name rather than individual contacts.
One thing to watch out for: Copper's export encodes special characters inconsistently. We had contacts with accented names (common when selling into Latin America) that came out garbled in the initial export. Opening the CSV in a text editor and confirming UTF-8 encoding before processing saved us from importing corrupted data. We also noticed that Copper exports phone numbers without consistent formatting - some had country codes, some had dashes, some were raw digits. We wrote a quick normalization script to standardize everything to E.164 format before import.
SalesSheet's import tool accepts CSV files and lets you map columns to fields using a drag-and-drop interface. The mapping step is where most migration headaches happen, and we learned a few things the hard way. First, Copper exports a "Tags" column as a comma-separated string. SalesSheet treats tags the same way, so this mapped cleanly. Second, Copper's "Contact Type" field (Lead, Customer, etc.) maps to SalesSheet's status field, but the values need to match exactly or they get dropped.
The batch runner processes contacts in groups of 50 to stay within Supabase's row-level security evaluation limits and avoid API rate limiting. For our 512 contacts, that meant 11 batches running sequentially. Each batch inserts contacts into the database with the correct organization_id so every team member can see the imported records immediately via our organization sharing system. The entire import for contacts took about 4 minutes. Companies took another 90 seconds.
The feature gap between Copper and SalesSheet is substantial, especially for teams that value AI-native workflows. With SalesSheet, you get a Voice DNA system that analyzes your Gmail and Slack writing style and makes the AI draft emails that sound like you - not a robot. You get built-in calling with call recording, hold, speaker boost, and AI-powered call summaries. You get contact enrichment that pulls LinkedIn data, company info, and social profiles automatically.
The biggest workflow change is the AI chat. In Copper, managing your CRM means clicking through menus, filling out forms, and navigating between screens. In SalesSheet, you type "Create a contact for Sarah Chen at Acme Corp, email sarah@acme.com, tag as enterprise lead" and it is done. You type "Move the Acme deal to Negotiation and set close date to Marzo 15" and the pipeline updates. The AI replaces forms entirely for most common operations.
After two days on SalesSheet, going back to Copper felt like switching from a smartphone to a flip phone. The AI assistant changes how you think about CRM interaction.
Be prepared for some workflow adjustments. Copper's tight Gmail integration means you are used to seeing CRM data in your inbox sidebar. SalesSheet takes a different approach - our email sync pulls your Gmail into the CRM rather than putting the CRM into Gmail. You will check emails inside SalesSheet's interface, where the AI can immediately act on them: draft replies, create follow-up tasks, or update deal stages based on email content.
Pipeline management is also different. Copper uses a traditional Kanban board for opportunities. SalesSheet offers both a Kanban view and a spreadsheet-style grid with saved views that let you filter, sort, and group deals any way you want. Most of our users end up preferring the grid view because it is faster for bulk operations - drag to reorder, inline edit, multi-select for batch updates.
The calling workflow is entirely new. Copper does not have built-in calling. With SalesSheet, you click a phone number and the browser-based dialer connects the call instantly. No third-party app, no context switching. Call recordings appear on the contact's timeline with AI-generated summaries, so your team always knows what was discussed.
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