Kooper
Kooper is a platform for managing projects, resources, finances, and sales at professional service businesses, agencies, and consultancies.
What Kooper is
Kooper is a platform for managing projects, resources, finances, and sales at professional service businesses, agencies, and consultancies. Project tools organize tasks, deadlines, and resources; resource planning helps managers allocate work according to team members’ skills and availability. Client management includes CRM tools, a team inbox, and a branded portal for project progress, communication, service orders, and quote approvals. Financial features cover budgets, budget-versus-actual tracking, forecasting, project profitability, billing, invoicing, expenses, multi-currency support, and milestone-based billing. Sales tools include pipeline and opportunity management, proposals, quotes, and sales forecasting. Kooper also describes workflow and approval builders, utilization reports, profitability analysis, financial reporting, and more than 35 integrations across areas including accounting, time tracking, payroll, and team management. It is available on the web and Windows, with API and self-hosted options. Pricing starts at $29/user/mo, and a 14-day free trial is available without a credit card. The site also lists on-premise or self-hosted deployment and an MSI installer.
Good
- Project and resource planning tools.
- Branded client portal and CRM.
- Includes budgeting, invoicing, and profitability features.
- More than 35 integrations are offered.
- 14-day trial requires no credit card.
Watch out
- No free plan is listed.
- Pricing starts at $29/user/mo.
- The Starter plan is listed at $49 a month.
Who it suits
Kooper suits agencies, consultancies, professional service businesses, and other listed audiences such as freelancers and IT services. It is relevant to teams seeking project, client, financial, and sales tools in one platform.
Verdict
Kooper brings project delivery, client management, sales, and financial workflows together, with web, Windows, API, and self-hosted options. Review the per-user starting price and trial terms before deciding whether its breadth fits your team.
Plans and prices
From Kooper's own pricing page, checked 30 Sep 2001.
| Plan | Price | What it gives you |
|---|---|---|
| Starter | $49 a month | Best for smaller teams · 100+ Blocks · Free Typography · Fully Adjustable · Figma & Sketch · Support Team · Per Person/Month |
The facts
Each one read from Kooper's own pages, with the date it was checked.
What it does
- Automation and reporting
- The product describes custom workflow builders, approval workflows, profitability analysis, utilization reports, and financial reporting.checked 30 Sep 2001
- Client management
- Kooper offers a branded client portal for clients to view project progress, approve deliverables, and communicate with teams.checked 30 Sep 2001
- CRM and client portal
- The platform includes CRM tools, a team inbox for client communications, and a client portal for communication, service orders, and quote approvals.checked 30 Sep 2001
- Deployment
- The homepage lists on-premise or self-hosted deployment and an MSI installer.checked 30 Sep 2001
- Finance
- Kooper describes tools for budgeting, financial forecasting, project profitability, billing, and automated invoicing.checked 30 Sep 2001
- Financial tools
- Financial features include project budgets, budget-versus-actual tracking, invoice generation, expense management, multi-currency support, and milestone-based billing.checked 30 Sep 2001
- Founder
- The About page names John William as Kooper’s executive chair and founder.checked 30 Sep 2001
- Integrations
- Kooper says it offers over 35 integrations across areas including time tracking, project management, accounting, payroll, and team management.checked 30 Sep 2001
- Intended customers
- The site presents Kooper for agencies, consultancies, and professional services businesses, and also lists freelancers, IT services, engineering, accounting, and architecture among its audiences.checked 30 Sep 2001
- Product
- Kooper describes itself as an all-in-one platform for managing projects, resources, finances, and sales for professional service businesses, agencies, and consultancies.checked 30 Sep 2001
- Project management
- Features include Gantt charts, project timelines, Kanban boards, task assignment, milestone management, and project health dashboards.checked 30 Sep 2001
- Purpose
- Kooper describes itself as an all-in-one platform for managing projects, resources, finances, and sales for professional service businesses, agencies, and consultancies.checked 30 Sep 2001
- Sales tools
- Sales features include pipeline management, proposal and quote generation, opportunity management, and sales forecasting.checked 30 Sep 2001
- Security claims
- The homepage lists GDPR and HIPAA, SOC 2 Type II, single sign-on, account provisioning, and following security best practices.checked 30 Sep 2001
- Support and onboarding
- Kooper says product specialists can help connect customer data and onboard a team in a few days.checked 30 Sep 2001
- Target customers
- The homepage identifies professional service businesses, agencies, and consultancies as its intended customers.checked 30 Sep 2001
The company
- Headquarters
- The site lists an address at 3rd Floor, 1 Ashley Road, Altrincham.checked 30 Sep 2001
Money
- Resource planning
- Resource planning helps managers assign work based on team members’ skills and availability.checked 30 Sep 2001
- Trial
- The site offers a 14-day free trial with no credit card required and says customers can cancel anytime.checked 30 Sep 2001
- Trial terms
- The site advertises a 14-day free trial with no credit card required and says users can cancel anytime.checked 30 Sep 2001
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