Copper CRM Free Trial 2026: What You Get, What You Do Not, and How to Maximize It
Copper CRM does not have a free plan. But it does offer a 14-day free trial with Business plan features and no credit card required. This guide explains exactly what the trial includes, what to test during those 14 days, and what free alternatives exist if Copper does not fit.
The Quick Answer
What the 14-Day Trial Includes
Copper's free trial gives you access to Business plan features, which is the highest tier. This means you can test every feature Copper offers without restrictions during the trial period. Here is what is included:
No credit card required. Sign up with your Google Workspace email.
14-Day Trial Checklist
Make the most of your 14 days. Follow this structured evaluation plan to properly test Copper before committing to a paid plan.
Setup and Import
- Connect your Google Workspace account
- Install the Chrome extension for Gmail sidebar
- Import existing contacts from CSV or Google Contacts
- Set up 2-3 pipelines that match your sales process
- Invite 1-2 team members to test collaboration
Daily Workflow Testing
- Send 10+ emails and verify auto-logging works correctly
- Create and manage 5-10 deals through pipeline stages
- Test the mobile app for on-the-go CRM access
- Add notes, tasks, and follow-ups to test activity tracking
- Use the Gmail sidebar to access CRM while reading emails
Automation and Reporting
- Build a workflow automation (e.g., auto-assign leads by source)
- Create an email sequence for follow-up outreach
- Set up a custom report or dashboard
- Test lead scoring rules if applicable to your process
- Export data to Google Sheets to test reporting integration
Integration Testing
- Test Google Calendar sync with deal-related meetings
- Try attaching Google Drive files to CRM records
- Set up any Zapier integrations you would need
- Test the API if your team has development needs
- Evaluate whether Copper handles your specific use cases
Evaluate and Decide
- Review what worked well and what felt limited
- Calculate your real cost with the right plan and team size
- Compare notes with team members who tested it
- Export data as a backup (CSV export from Settings)
- Make your decision: commit to a paid plan or explore alternatives
What Happens When the Trial Ends
When your 14-day trial expires, your account is deactivated. You cannot log in, access the Gmail sidebar, or use the mobile app. However, your data is not immediately deleted.
Copper preserves your trial data for a limited period (typically 30-60 days). During this window, you can reactivate your account by choosing a paid plan, and all your contacts, deals, pipelines, and activity history will be restored exactly as you left them.
If you decide not to continue with Copper, you should export your data before the trial ends. Go to Settings and use the CSV export function to download your contacts, deals, and activities. This ensures you have a backup regardless of what you decide.
After the data preservation window, Copper will permanently delete your trial data. There is no way to recover it after this point.
CRM Alternatives with Free Plans
If the 14-day trial is not enough, or if you need a permanently free CRM, these alternatives offer functional free tiers.
HubSpot CRM
Includes: Unlimited users, 1M contacts, basic features
Trade-off: Weaker Google integration. Interface is more complex. Marketing tools are the real upsell.
Streak
Includes: 500 contacts, 50 mail merge/day, basic pipeline
Trade-off: Lives only in Gmail. Limited team features. No standalone app.
Zoho CRM
Includes: 5,000 records, basic automation, standard reports
Trade-off: Google integration is not native. Interface can feel dated. Pushes toward Zoho ecosystem.
Free Trial FAQ
Does Copper CRM have a free plan?
No. Copper CRM does not have a free plan. It offers a 14-day free trial with Business plan features (the highest tier). No credit card is required to start the trial. After 14 days, you must choose a paid plan to continue using the service. If you need a permanently free CRM, consider HubSpot (free forever), Streak (free tier), or Zoho CRM (free for 3 users).
Do I need a credit card for the Copper CRM free trial?
No. Copper's 14-day free trial does not require a credit card. You sign up with your Google Workspace email, authorise the connection, and start using the CRM immediately. You will not be charged unless you actively choose a paid plan after the trial ends.
What plan level does the Copper free trial include?
The free trial includes Business plan features, which is Copper's highest tier. This means you get unlimited contacts, unlimited pipelines, workflow automations, email sequences, custom reports, lead scoring, API access, and all integrations during the 14-day period. This lets you fully evaluate Copper before committing.
What happens to my data when the Copper free trial ends?
When the trial ends, your account is deactivated but your data is preserved for a limited period. You can reactivate by choosing a paid plan, and all your contacts, deals, and activity history will be restored. If you do not reactivate, Copper will eventually delete the trial data (typically after 30-60 days). You can export your data to CSV before the trial ends as a precaution.