Move from Copper to Attio without leaving Gmail
Migrate your CRM data, restructure it into a model that finally fits your business, and launch a workspace your team will actually use, with Gmail still syncing exactly like before. No data left behind, no lock-in carried over.
Why teams leave Copper
Copper is a genuinely good fit for a small team living entirely in Google Workspace, its whole design is to disappear into Gmail and log email and meetings with zero effort. The trouble starts when your business outgrows the fixed model or you no longer want your CRM welded to one email suite.
Common reasons for switching:
- The fixed People, Companies, Opportunities, and Leads model can't represent your business
- You need custom objects and relationships Copper doesn't offer
- Everything is tied to Gmail, and that lock-in feels risky as you grow
- Reporting is too basic for the questions leadership keeps asking
- You want native AI in daily workflows, not a handful of bolt-on features
- You're scaling a B2B team and need a real API and integrations
Attio gives you a fast, modern CRM with a flexible data model, native AI, and native Gmail sync, so you get the freedom to grow without giving up the Google workflow you already like.
Don't have Attio yet?
Free for up to 3 users. 10% discount on registration.
What I help with
Migration planning
Audit your Copper workspace: People, Companies, Opportunities, Leads, pipelines, and custom fields. Decide what moves as-is and what gets restructured into a proper data model.
Data cleanup
Clean up duplicate contacts, stale leads, and dead fields before they follow you into the new CRM. A migration is the best moment to fix years of Gmail-synced clutter.
Object and field mapping
Map Copper People, Companies, Opportunities, and Leads into Attio's flexible objects. Not a blind copy, a thoughtful restructure that finally fits how your business works.
Email and calendar sync
Set up Attio's native Gmail and Google Calendar sync so activity keeps logging automatically. Leaving Copper doesn't mean leaving Google, your inbox stays exactly where it is.
Workspace setup
Rebuild pipelines, views, automations, and reports in Attio so your team can work from day one, with reporting that Copper's fixed model couldn't give you.
Custom objects and relationships
Model the parts of your business Copper couldn't represent, custom objects and relationships built from scratch, so the CRM matches reality instead of a template.
The process
1. Audit
I review your Copper workspace: People, Companies, Opportunities, Leads, pipelines, custom fields, and how your team actually uses the Gmail integration.
2. Plan
We define the target structure in Attio, agree on what moves as-is, and design the custom objects and relationships Copper couldn't support.
3. Clean
I clean the data before export. Duplicate contacts, stale leads, abandoned fields. Only what matters carries forward into Attio.
4. Migrate
I run a sample migration first, validate the mapping, then execute the full import of People, Companies, Opportunities/Pipelines, and Leads.
5. Connect
I set up Attio's native Gmail and Calendar sync and rebuild pipelines, views, reports, and automations so nothing you relied on in Copper is missing.
6. Launch
Your team gets a walkthrough, written documentation, and a support window after go-live to smooth out anything that surfaces.
FAQ
What from Copper can actually be migrated?
People, Companies, Opportunities/Pipelines, and Leads all map cleanly into Attio, along with most custom fields. Email and activity history can move depending on how it's stored. Reports get rebuilt rather than imported, and usually end up better than the originals.
Do I have to leave Gmail if I leave Copper?
No, and this is the most important thing to understand. Attio has its own native email and calendar sync. You keep using Gmail and Google Calendar exactly as before. Moving off Copper changes your CRM, not your inbox.
How long does a Copper to Attio migration take?
Most migrations take around 2-3 weeks end-to-end, including restructuring the data model, rebuilding reports, setting up email sync, and onboarding the team. Simple imports without restructuring can be faster.
What happens to Copper's auto email and meeting logging?
Attio's native Gmail and Calendar sync keeps logging communication against your records automatically. The experience differs from Copper's in-Gmail sidebar, but the core benefit, activity captured against the right contact and company, carries over.
What does it cost compared to Copper?
Copper's commonly used tiers run around $59 per user/month billed annually. Attio is free for up to 3 users and its paid plans come in at a fraction of legacy seat cost. My migration work starts around $1,500 depending on workspace size and how much restructuring you want.
Do we keep Copper running during the migration?
Yes. Copper stays live until the Attio workspace is verified, email sync is working, and the team is trained. Then you cut over. No window where your CRM is down.
Will my team need training?
Attio is as lightweight as Copper to use day-to-day, so the interface is an easy transition. The new capability, the flexible data model and better reporting, is where a short walkthrough helps, and that's included in the migration.
Ready to move?
Book a call and I'll tell you exactly what a Copper to Attio migration looks like for your team, Gmail and all.