Copper CRM

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Copper
Score 8.3 out of 10
N/A
Copper is a customer relationship management (CRM) built as an integration into Google Apps.
$12
per month per user
Pricing
Copper CRM
Editions & Modules
Starter - Paid Annually
$9.00
per month per user
Basic - Paid Annually
$23.00
per month per user
Professional - Paid Annually
$59.00
per month per user
Business - Paid Annually
$99.00
per month per user
Offerings
Pricing Offerings
Copper
Free Trial
Yes
Free/Freemium Version
No
Premium Consulting/Integration Services
No
Entry-level Setup FeeNo setup fee
Additional DetailsUp to 15% discount for annual pricing.
More Pricing Information
Community Pulse
Copper CRM
Considered Both Products
Copper
Chose Copper CRM
Salesforce is very complicated and I found reports were difficult to come by. Copper's interface is easier to use and I feel if we change staff, it won't be difficult to get them up to speed.
Chose Copper CRM
We stayed with Copper for ease of use, Gmail integration for communication records between all team members without the need for constantly adding notes every time we correspond, and customizable features for efficient use for our niche operations.
Chose Copper CRM
If you're using any of the CRMs I've listed above - you're wasting time, money, and resources. I know for a fact, because I have worked with and maintained databases in each of those and Copper is so far superior it is ridiculous. So many CRMs pay for clicks, ads, and market …
Chose Copper CRM
Copper integrates directly with Google Workspace, making data collection painless. Compared to HubSpot, where you have to manually add data fields for company name, email addresses, first and last names, and telephone numbers.
Chose Copper CRM
Copper is just better implemented and user-centric. HubSpot kind of feels like old Windows versus new Mac. Insightly was good, but the Gmail integration and features lagged a little.
Chose Copper CRM
We are very pleased with Copper, and it matches our needs. Better than others I have evaluated and run.
Chose Copper CRM
I selected Copper because it integrated my communications to the specific prospect or client
Chose Copper CRM
Very good in terms of price but it does need to incorporate more of the basic features which these companies offer as standard. The reporting needs improvement, things like creating lists on clients is quite difficult compared to HubSpot. You should be able to create lists …
Chose Copper CRM
Asana was a great task management software, but lacked the CRM tool we needed. Copper provides us all of the tools we need in one software, rather than two or three.
Chose Copper CRM
Zoho is a bit more powerful with more functionality, but it takes a lot more technical knowledge to implement the CRM as one might desire. It also doesn't have the same native integrations we needed so it didn't make sense to choose the platform. It's also an entire ecosystem …
Chose Copper CRM
I picked Copper because it integrates so easily with Gmail, and the cost was appropriate. HubSpot can become way too expensive over time.
Chose Copper CRM
This Copper is much more user-friendly and a little bit more up to date, although I haven't been on the Insightly website for a while, so for all I know, they have made themselves more competitive.
Chose Copper CRM
Copper is less confusing for me! It doesn't have anything flashy, it just has a great way to manage my leads and remind me of things I need to do when I need it most.
Chose Copper CRM
I find Sales Force to be way more complex than my needs. Sales Force is difficult to configure, It is expensive, and not user friendly. I currently use both products daily.
Chose Copper CRM
We did not evaluate anything else - I wasn’t a part of the decision to purchase
Chose Copper CRM
The story of this review, Monday.com features should be replicated across Copper.
Chose Copper CRM
It's the perfect bridge between advance for our needs, and simple for our team to actually use it, and learn it quickly.
Chose Copper CRM
Unlike Copper, I find Hubspot not as intuitive when it comes to their dashboard and customization. Copper offers much better value without having to pay for multiple add-on modules.
Chose Copper CRM
We outgrew Pipedrive and moved into Copper.
After about a few years our sales teams grew and we needed a global slution for all teams across the globe, hence, moved into Hubspot.
Chose Copper CRM
I have only watched reviews of a few other CRMs before seeing Copper so I was lucky enough to find Copper early on in the search.
Chose Copper CRM
Much prefer Zoho based on the full spectrum of items Zoho offers
Features
Copper CRM
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Copper CRM
5.2
54 Ratings
40% below category average
Customer data management / contact management7.253 Ratings
Workflow management6.551 Ratings
Territory management5.04 Ratings
Opportunity management8.150 Ratings
Integration with email client (e.g., Outlook or Gmail)6.454 Ratings
Contract management5.29 Ratings
Quote & order management2.07 Ratings
Interaction tracking5.350 Ratings
Channel / partner relationship management1.07 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Copper CRM
1.4
10 Ratings
138% below category average
Case management1.29 Ratings
Call center management1.55 Ratings
Help desk management1.67 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Copper CRM
5.7
41 Ratings
31% below category average
Lead management7.038 Ratings
Email marketing4.431 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Copper CRM
5.4
52 Ratings
35% below category average
Task management7.850 Ratings
Billing and invoicing management1.75 Ratings
Reporting6.746 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Copper CRM
7.0
48 Ratings
9% below category average
Forecasting6.432 Ratings
Pipeline visualization8.045 Ratings
Customizable reports6.540 Ratings
Customization
Comparison of Customization features of Product A and Product B
Copper CRM
4.3
51 Ratings
56% below category average
Custom fields6.850 Ratings
Custom objects3.412 Ratings
Scripting environment4.13 Ratings
API for custom integration3.232 Ratings
Security
Comparison of Security features of Product A and Product B
Copper CRM
8.1
42 Ratings
4% below category average
Single sign-on capability8.712 Ratings
Role-based user permissions7.441 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Copper CRM
2.0
12 Ratings
115% below category average
Social data2.012 Ratings
Social engagement2.07 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Copper CRM
2.4
33 Ratings
103% below category average
Marketing automation3.933 Ratings
Compensation management1.01 Ratings
Platform
Comparison of Platform features of Product A and Product B
Copper CRM
8.4
43 Ratings
10% above category average
Mobile access8.443 Ratings
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Copper CRM
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User Ratings
Copper CRM
Likelihood to Recommend
7.9
(39 ratings)
Usability
7.9
(29 ratings)
Support Rating
1.9
(11 ratings)
User Testimonials
Copper CRM
Likelihood to Recommend
Copper
If you need to track contract expiration dates of your clients or your prospects that you're trying to sell - Copper is your tool. If you want to track specific products, solutions, vendors, etc. Copper can do it. I use it to track many brands of IT products and services with the use of custom fields to track which prospects/clients have any number of these items. Rather than taking notes, I can select the product from a drop down list that I created VERY EASILY within Copper.
Read full review
Pros
Copper
  • Allows for contacts to be synced and organized directly from Gmail.
  • Gives a flexible style and customizable settings to match our company's specific needs.
  • Does a great job of helping us keep track of projects. We easily created a customized "Status" field with several status options that help us update the many phases of our project.
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Cons
Copper
  • Window change: for mobile - when you tap on a card from a pipeline it takes you to the lead’s basic info. I wish it would immediately just open all activities so I can quick see notes
  • I usually use Copper on the go. When you open the Copper app, it immediately opens a collab window. I wish it had some sort of easy dashboard….plus a notes area. I open Copper on mobile to quickly search for someone’s name or to take quick notes from a sales meeting
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Usability
Copper
Copper is simple to use and it's simple to figure out the additional functionality you may need or want to use. There are a lot of support articles and the support itself is great. But it's also fairly simple to figure out on your own. It integrates easily with Google Workspace as well.
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Support Rating
Copper
There have been a few times when I contacted the "help desk" or "support team" and they just told me to watch a video or join a seminar to learn what I am looking to do. I would have expected someone to take a few minutes and literally walk me through the steps one by one until either I figured it out or accomplished the goal of my request.
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Alternatives Considered
Copper
We selected Copper over these other CRMs mainly because of its ability to integrate with Google Workspace. Members of our team have used Salesforce in the past and found it to be a nightmare to work with/on. Candidly, Copper doesn't fill all of our needs so we supplement that with the use of Asana.
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Return on Investment
Copper
  • Copper has simplified our CRM and makes it easy for the sales team to keep track of leads and opportunities.
  • Copper has allowed us to save money as it is a fairly competitively priced platform.
  • Copper has simplified our workflow, allowing us to work more efficiently and save time from tedious data entry.
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ScreenShots