How to Migrate from Copper to Agiled (2026 Step-by-Step Guide)

Copper is one of the best Gmail-native sales CRMs available: it auto-captures contacts, emails, and meetings from Google Workspace, so reps actually keep it updated. So this is not a "switch because it's bad" move. People go to Agiled because Copper is sales-only: it has no invoicing or payments, no interactive proposals or e-signed contracts, no project management, no time tracking, and no branded client portal. It also requires Google Workspace, and the features that make it a real sales CRM (Sales Opportunities and Leads) only appear on the $59 Professional plan. Copper exports contacts and opportunities to CSV, so a careful migration works well. This guide covers what to move, how it maps, and when Copper is still the right call.

Copper is a polished Google Workspace CRM. Agiled keeps a full CRM pipeline and continues through proposals, contracts, projects, time, invoicing, and a branded client portal in one tool. If you are running Copper plus separate proposal, project, and billing tools, this guide is for you.

Comparing first? See Agiled vs Copper.

Why teams move off Copper

• No native invoicing or payments. Copper does not create invoices or collect payments; you connect a separate billing tool.
• No proposals or e-signed contracts. There is no interactive proposal builder or contract e-signature workflow.
• No project management or time tracking. After a deal closes, delivery happens in other tools.
• No branded client portal. Clients do not get a single branded place to approve work and pay.
• Cost and requirements. A real pipeline starts at the $59 Professional tier, and Copper requires Google Workspace to deliver its value.

Agiled gives you a CRM, proposals and contracts, invoicing, projects, time tracking, and a client portal.

The honest part: when Copper wins

Copper is a genuinely excellent Gmail-native CRM. Its auto-capture from Gmail and Google Calendar solves the hardest CRM problem, keeping records current, and its clean interface drives strong adoption. If your team lives in Google Workspace and your primary need is a low-friction sales CRM, with billing and delivery in tools you are happy with, Copper is a reasonable choice, especially for sales-led teams. This guide is for service businesses that want CRM plus delivery and billing in one place.

What exports from Copper

Data in Copper	Can you take it?	How
Contacts / companies	Yes	Export to CSV
Opportunities / pipeline	Yes	Export to CSV
Activities / notes	Partial	Export where available
Files / attachments	Yes	Download from records
Workflow automations	No	Rebuild in the workflow builder

The takeaway: contacts, companies, and opportunities export to CSV and files download directly, so your CRM data moves cleanly. Automations are rebuilt in Agiled.

How Copper maps to Agiled

Copper	Agiled equivalent	Notes
Contacts / companies	CRM	Full client records
Opportunities / pipeline	CRM	Visual pipeline and stages
(none) Projects	Projects	Kanban, Gantt, dependencies
(none) Invoicing	Finance	Invoices, recurring billing, payments
(none) Proposals / contracts	Documents	Interactive pricing + e-sign
(none) Time tracking	Time tracking	Timer to invoice
(none) Client portal	Client portal	Branded, custom domain
Workflow automation	Workflow automation	Visual triggers

The migration plan

Phase 1 - Set up Agiled (Day 1-2)

1. Create your Agiled account, add branding and business details.
2. Connect Stripe/PayPal and your calendar.

Phase 2 - Export and import your CRM (Day 2-4)

1. Export contacts, companies, and opportunities from Copper to CSV.
2. Import them into Agiled's CRM and set up your pipeline stages.
3. Download files and re-upload to the relevant clients.

Phase 3 - Add delivery and billing (Day 4-7)

1. Build proposal, contract, and invoice templates in Documents and Finance.
2. Set up projects, time tracking, and scheduling.
3. Rebuild key automations in the workflow builder.

Phase 4 - Switch over (Day 7-9)

1. Route new leads through Agiled and convert won deals straight into projects and invoices.
2. Invite active clients to the client portal.
3. Cancel Copper and any separate billing/delivery tools you have replaced.

What it costs after you switch

Copper is per user: Starter at $9/user/month annually ($12 monthly), Basic at $23/user/month ($29 monthly), Professional at $59/user/month ($69 monthly), and Business at $99/user/month ($134 monthly), with no free plan and a 14-day trial. Sales Opportunities and Leads only appear from the Professional tier, so the effective entry price for a real pipeline is $59/user. On top of Copper, a service business adds proposal, project, and billing tools. Agiled has a limited free workspace, Starter at $29/month ($24 annually) with a pipeline included, and Pro at $69/month ($59 annually) for 3 seats, with CRM, proposals, contracts, projects, time, invoicing, and a portal all included.

Mistakes to avoid

• Comparing only the Starter price. Copper's real pipeline starts at $59/user (Professional), so compare from there.
• Forgetting the Google Workspace requirement. Copper's value depends on Google Workspace; factor that in.
• Skipping the CSV export. Export contacts, companies, and opportunities before cancelling.
• Adding the full stack on top. Count the proposal, project, and billing tools you run alongside Copper.
• Skipping the end-to-end test.

When you should stay on Copper

• Your team lives in Google Workspace and wants the smoothest Gmail-native sales CRM.
• Your primary need is sales pipeline and contact management, with delivery and billing elsewhere.
• You value auto-capture to keep the CRM updated without manual entry.

If you are juggling Copper plus billing and delivery tools, Agiled consolidates it. See the Agiled vs Copper comparison.

Frequently Asked Questions

Does Copper include invoicing?

No. Copper is a sales CRM and does not create invoices or collect payments natively; you connect a separate invoicing or accounting tool. Agiled includes invoicing, estimates, recurring billing, and online payments built in.

Does Copper require Google Workspace?

Yes. Copper is built for Google Workspace and its main advantage is native Gmail/Google integration, so teams not on Google Workspace get less value. Agiled is platform-agnostic.

How do I move my Copper data into Agiled?

Export your contacts, companies, and opportunities to CSV and import them into Agiled's CRM, then rebuild your pipeline stages. Download your files and re-upload them. Automations are rebuilt in Agiled.

Is Agiled cheaper than Copper?

Often, yes, once you count the full stack. Copper's real pipeline tier is $59/user/month and a service business adds separate proposal, project, and billing tools. Agiled bundles the lifecycle into one plan starting at $29/month, so consolidating typically lowers total cost.

Will I lose data if I leave Copper?

Not if you export first. Export contacts, companies, and opportunities to CSV and download your files before cancelling, then import into Agiled. Keep the exports archived for reference.

Related:

• Agiled vs Copper: full comparison
• Migrate from Pipedrive to Agiled
• Migrate from HubSpot to Agiled
• Migrate from Insightly to Agiled

Ready to start? Create your free Agiled account and import your contacts today.