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Copper

Score8.5 out of 10

126 Reviews and Ratings

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What is Copper?

Copper is a customer relationship management (CRM) built as an integration into Google Apps.

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Categories & Use Cases

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Copper Key Features

Learn about the best (and worst!) features Copper has to offer, as determined by TrustRadius' reviewers.
Based on 126 ratings of Copper's features
View all Copper features

Top Performing Features

  • Single sign-on capability

    The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

    Category average: 8.7

  • Opportunity management

    Users can track deals and create quotes.

    Category average: 8.5

  • Pipeline visualization

    Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

    Category average: 8.3

Areas for Improvement

  • Case management

    This includes incident/ticket creation, routing, escalation, and resolution.

    Category average: 8.3

  • Channel / partner relationship management

    The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

    Category average: 8.1

  • Compensation management

    The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

    Category average: 7.9

Who Buys & Uses Copper CRM

Copper Reviews

What users are saying about Copper.
View all Copper reviews

Pros

  • User-friendly interface with minimal learning curve
  • Seamless integration with Google Workspace
  • Effective lead and contact tracking and organization

Cons

  • Limited flexibility and robustness in automation and integrations
  • Reporting and dashboard features lack comprehensiveness
  • Inadequate filtering capabilities within reports

Copper meets our small nonprofits needs.

Incentivized
Chris HagerbaumerView profile
Executive Director at OpenAQ (1-10 employees employees)

Use Cases and Deployment Scope

We use Copper CRM to track contacts associated with most aspects of our organization. The main reason we chose a CRM, and Copper specifically, was to track relationships (e.g., contact information, email exchanges, notes from meetings, whether they are subscribed to our newsletter (run by Mailchimp)) in a centralized location and so that these details can be accessed by several staff members and outlive any individual connections made by a staff member who might cycle out of the organization.

Pros

  • Synch with our e-news service (Mailchimp).
  • Track email interactions.
  • Include privacy tools, e.g., setting an email about payroll as private.
  • Send the same email to several folks, but with a personalized intro.

Cons

  • Meeting notes and other notes don't allow for formatting or embedded links.
  • The email has many options, but it doesn't seem to allow customization beyond merge fields.

Return on Investment

  • We haven't analyzed ROI.

Usability

Alternatives Considered

Salesforce Agentforce 360 for Nonprofits

Happy with Copper CRM

Incentivized
Gabriel FransenView profile
Financial Adviser in Professional Services at Strategic Financial Group (1-10 employees employees)

Use Cases and Deployment Scope

Copper CRM allows us to have a central hub for all our client interactions. We have it integrated with Google Workspace and our RingCentral phone system, which really increases our business efficiency. Using the Forms functionality to have a widget on our website and an auto response generated has allowed us to capture many leads that we otherwise may have missed out on.

Pros

  • Google Workspace Integration
  • Ring Central Integration
  • Internal office communication with alerts and notifications

Cons

  • @all functionality for notes and comments
  • AI notetaker built in

Return on Investment

  • The Forms customization and the ability to place a widget on our website has been great
  • The auto response to forms makes sure prospective clients get responded to even when we are not available
  • Having all client info at the tips of our fingers lets us get information to clients quickly for great support

Usability

Other Software Used

Google Workspace

Simple, Fast & Gmail-Friendly

Jessica KeeView profile
Broker in Professional Services at Right at Home Realty (501-1000 employees employees)

Use Cases and Deployment Scope

I love using Copper for my CRM - I've used many CRM's before but the fact that this is an extension on gmail saves a lot of time since I don't need to open another platform. Customer service has been great as well.

Pros

  • don't need to open another platform.
  • an extension on gmail saves a lot of time
  • customer service has been great as well.

Cons

  • I hope adding the contact option will make it easier.

Usability

Top CRM app and best-in-the-business to integrate with Google Workspace

Incentivized
Sébastien SévignyView profile
President / Financial Adviser in Finance and Accounting at Groupe Conseil Proficio (1-10 employees employees)

Use Cases and Deployment Scope

We use Copper as a tool to centralize all pertinent information in the sales cycle of our clients. Amazing app to sync with our Google Workspace accounts as well

Pros

  • Email synchronization
  • Clear and comprehensive pipeline
  • Notes are well centralized and easy to work with

Cons

  • More responsive, quicker mobile app
  • Better export/import tool
  • Easier to work with different team members (permissions/data entry,etc.)

Return on Investment

  • Help with my segmentation
  • Was key part of my success and growth of over 100% YoY in the last 3 years
  • Helped identify key accounts, key opportunities and where to focus our attention

Usability

Other Software Used

ChatGPT

Copper CRM gives my business confidence.

Brian GoldbergView profile
Brand Creation & Protection in Professional Services at NIPV Pty Ltd (1-10 employees employees)

Use Cases and Deployment Scope

My business totally relies on deadlines and action items. Copper CRM via its connective sync to Google, ensures all my deadlines are met and all my files are updated. Ultimately I trust Copper CRM with my business.

Pros

  • Automating Synchronisation with my gmail and Google.
  • Provides an email reminder for the required Tasks
  • The reminders feature ensures I never miss a deadline

Cons

  • Task deadlines seem to jump after allocating dates
  • Management of client matters
  • Connection to invoices to manage payment updates and reminders

Return on Investment

  • Saved me hiring an admin person
  • database of clients in one spot
  • Value of company easier to assess

Usability

Alternatives Considered

HubSpot CRM, Lexis and monday CRM

Other Software Used

Google Drive, Google Calendar, Gemini

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