Easy Tech TutsHow to Use Google Workspace as a CRM with Streak & Copper CRM 2026 Easily
By Impran M N
Rather than paying for a separate CRM platform, tools like Streak and Copper let you manage leads and client relationships directly inside the Google Workspace apps you already use. This guide covers how to set up and use both to build a lightweight CRM system.
01Install Streak CRM for Gmail and Sheets
Add Streak as a Chrome extension so it integrates directly into your Gmail inbox for tracking leads, projects, and pipelines.
02Set up Copper CRM for deeper automation
Copper connects with Google Contacts and Calendar for more advanced CRM automation beyond what Streak offers out of the box.
03Build pipelines and track deals
In either tool, set up pipelines that reflect your sales or project stages, and use automated follow-ups to stay on top of leads.
04Compare Streak and Copper for your needs
Streak tends to suit solopreneurs and small teams with its lightweight Gmail-first approach, while Copper offers more robust features for growing teams.
05Sync data with Google Sheets and Contacts
Use either tool's integration to keep your CRM data connected with Sheets for reporting and Contacts for centralized client information.
Frequently asked questions
Is Streak or Copper better for a small business?
Streak is often preferred by solopreneurs and small teams for its simplicity inside Gmail, while Copper suits businesses that need more advanced automation and reporting.
Do I need a separate CRM subscription to use these tools?
Yes, both Streak and Copper are third-party tools with their own pricing plans that integrate with, but are separate from, your Google Workspace subscription.
Can I manage my entire sales pipeline without leaving Gmail?
Yes, that's the main appeal of these tools — pipelines, deal tracking, and follow-ups can all be managed directly from your Gmail inbox.
Do Streak and Copper work with Google Calendar?
Yes, both integrate with Google Calendar to help schedule and track follow-ups and appointments tied to your CRM pipeline.
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The same steps, demonstrated on screen from start to finish.
