Side-by-side record

Copper vs. Fathom

A side-by-side view of the product records we have today. Use it to narrow the question, then confirm current pricing, limits, and security details with each vendor.

The short version

Fathom starts at $15 per seat, versus Copper at $23. Fathom carries the higher aggregate rating (5.0/5 vs 4.5/5).

Full comparison

	Copperfrom $23 per user/month, billed annually	Fathomfrom $15 per user/month, billed annually (Team plan, 2+ users)
Audyense Score	72ASStrong	76AS*Strong
Positioning	CRM that lives inside Gmail and Google Workspace	Free AI notetaker for Zoom, Teams, and Google Meet
Free tier	No	Yes
Deployment	Cloud / SaaS	Cloud / SaaS
Best fit	Startup, SMB	Startup, SMB, Mid-market
Pricing plans	Basic$23 Professional$59 Business$99	Team$15
AI features	PartialVendor markets AI-powered deal flags/alerts and contact suggestions, but reviewers say predictive/AI capabilities are less advanced than larger CRMs.	—
Custom objects	NoNo evidence of custom-object support beyond standard People/Companies/Opportunities/Projects record types.	—
Email & calendar sync	YesDeep native two-way sync with Gmail and Google Calendar is Copper's core differentiator.	—
Lead scoring	PartialBasic/AI-assisted lead scoring exists but reviewers describe it as less sophisticated than HubSpot or Salesforce.	—
Mobile app	YesNative iOS and Android apps let users manage contacts, pipelines, and log calls/texts on the go.	—
Native calling	NoNo built-in dialer found; calling is handled via integrations like JustCall, CallHippo, and VirtualPBX.	—
Public API	YesCopper offers a developer API for building integrations.	—
Reporting & dashboards	YesCustom reports for revenue projections, customer trends, and team activity, expanded at higher tiers.	—
Sales forecasting	PartialBasic sales forecasting and pipeline management exist, but reviewers say predictive/AI-driven forecasting is limited.	—
Workflow automation	YesWorkflow and task automation (reminders, stage-triggered emails) available from the Professional tier up.	—
Integrations verified	40+	—
Aggregate rating	4.5 · 1.2k reviews	5.0 · 6.9k reviews
Integrations	GmailGoogle CalendarGoogle DriveGoogle SheetsGoogle ContactsSlack+9 more	ZoomMicrosoft TeamsGoogle MeetSlack
Security & compliance	SOC 2GDPR	SOC 2 Type IIGDPRHIPAA
Pros	Seamless, best-in-class Gmail and Google Workspace integration that auto-captures emails, contacts, and attachments Intuitive, easy-to-learn interface that reviewers say gets teams productive within a day Effective task, reminder, and workflow automation that reduces manual data entry Strong contact, company, and deal-pipeline organization with useful filtering	Free plan is fully featured for unlimited recordings/transcripts Very high user satisfaction and ease-of-use scores on G2 Deep CRM and calendar integrations, plus MCP/API access
Cons	Pricing feels high relative to features, with automation, bulk email, API access, and reporting gated behind the pricier Professional/Business tiers Users report recurring bugs, glitches, and occasional slow performance Little value or flexibility for teams not built around Google Workspace (Outlook/Yahoo users largely unsupported) Advanced reporting, customization, and predictive/AI forecasting are limited compared to larger enterprise CRMs	Managing multiple notetaker bots in one meeting can be clunky per reviews
	Visit Copper ↗	Visit Fathom ↗

Editorial read of this comparison

The table summarizes structured facts; this section explains what the differences mean for a real buying decision.

Where each tool fits, and where it may not

Copper

Copper (formerly ProsperWorks, founded 2012) is a CRM built to integrate natively with Google Workspace, auto-capturing emails, contacts, and files from Gmail, Calendar, and Drive. It's aimed at agencies, consultants, and relationship-driven service businesses that want fast onboarding without heavy CRM administration, offering pipeline management, task automation, and reporting across three paid tiers.

A particularly good fit for: Small-to-midsize teams and agencies already standardized on Google Workspace who want a CRM that auto-logs Gmail/Calendar activity Consultants and account managers who need fast setup with minimal admin overhead and no dedicated CRM administrator Sales teams wanting pipeline visibility, task automation, and basic reporting without extensive customization

May be a poor fit if: Organizations on Microsoft 365/Outlook or Yahoo Mail, since Copper's core value proposition is built around Gmail/Google Calendar sync Enterprises needing advanced predictive forecasting, deep customization, or native calling — reviewers note reporting and forecasting lag behind larger CRMs

Fathom

Fathom is an AI meeting notetaker that records, transcribes, and summarizes calls across Zoom, Google Meet, and Microsoft Teams, with searchable call history, AI-generated action items, and coaching scorecards on higher tiers.

A particularly good fit for: Individuals and teams wanting a strong free-forever meeting notetaker

May be a poor fit if: Teams needing deep sales conversation analytics beyond notetaking

Pricing and plan structure

Copper: Published starting price $23 per user/month, billed annually

Basic$23 per user/month, billed annually
Professional$59 per user/month, billed annually
Business$99 per user/month, billed annually

Fathom: Published starting price $15 per user/month, billed annually (Team plan, 2+ users)

Team$15 per user/month

Capabilities worth validating

Copper: AI features, Email & calendar sync, Lead scoring, Mobile app, Public API Integrations include Gmail, Google Calendar, Google Drive, Google Sheets.
Fathom: the record has no feature-level evidence yet; verify the workflow directly. Integrations include Zoom, Microsoft Teams, Google Meet, Slack.

Questions to answer before switching

Does Copper's selected plan include the features and limits we need?
Does Fathom's selected plan include the features and limits we need?
Does the exact integration path for Gmail, Google Calendar, Google Drive support the sync direction, permissions, and volume we need?
Is a hosted-only deployment acceptable for the team and customers who will use this system?

How to evaluate this shortlist

A useful comparison turns the differences between Sales & CRM tools into a concrete test. Use these steps to avoid choosing from a feature table or the lowest headline price alone.

Start with a representative Sales & CRM workflow, not a feature checklist. Define who will use it, what data goes in, and what outcome the team needs.
Test the complete path through Gmail, Google Calendar, Google Drive: permissions, sync direction, failure handling, and volume limits often matter more than the integration name.
Compare the cost of the real scenario, including users, usage, storage, support, and contract requirements. The entry price alone does not measure adoption cost.
Before switching, list the evidence gaps, request a demo of the critical workflow, and confirm security, data residency, export, and support with each vendor.

Some signals in these records are still incomplete. Treat that as a prompt to validate the workflow directly, not as a claim that a feature does not exist.

Research basis

Last checked: 2026-08-05. Pricing, integrations, feature support, and review signals can change, so treat this as a research snapshot and verify the final decision with the vendor.

Sources consulted: Copper product site, G2, Capterra; Fathom product site, G2, Capterra