Copper

Score8.6 out of 10

130 Reviews and Ratings

What is Copper?

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

Categories & Use Cases

Videos

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
Task management
This includes the ability to plan, track, collaborate and report on tasks.
Category average: 8.3
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

Case management
This includes incident/ticket creation, routing, escalation, and resolution.
Category average: 8.4
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

Most Frequent Users

Top 3 industries using Copper CRM.

Based on HG Insights installation data

View all Reviews

#1 most frequent

Professional, Scientific, and Technical Services

23.8%

70 installations of 294

“I needed a simple CRM to track key contacts and prospects.”
— Founder and CEO, Fisher Creative Marketing

#2 most frequent

Information

9.5%

28 installations of 294

“We use Copper as our central CRM to streamline our entire sales process and client management.”
— Sales Executive, W42ST

#3 most frequent

Manufacturing

6.1%

18 installations of 294

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

Alexander Stein View profile

Marketing Development Manager in Marketing at Modyo (51-200 employees)

Use Cases and Deployment Scope

Capture leads from LinkedIn and pass them to the sales team for them to contact. Track the times the sales team take to contact the leads, opportunities generated that were originated from Marketing activities and SQLs. Track marketing meetings and keep a record of all the interactions the sales team had with the leads.

Pros

Chrome Extension
Custom fields configuration
Lead assignation

Cons

Reporting
Lead and people being in separate Silos
tracking of contacting time

Return on Investment

Help us build a data base of 21000 leads
Has been hard to measure the marketing efforts when the silos of leads and people are separated
opportunities are not so easy to update which make transparency harder

Usability

Alternatives Considered

Salesforce Experience Cloud, HubSpot CRM and Apollo.io

Other Software Used

Apollo.io, Lusha, Zapier

Chris Hagerbaumer View profile

Executive Director at OpenAQ (1-10 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

Gabriel Fransen View profile

Financial Adviser in Professional Services at Strategic Financial Group (1-10 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

Holly Fisher View profile

Founder and CEO in Marketing at Fisher Creative Marketing (1-10 employees)

Use Cases and Deployment Scope

I needed a simple CRM to track key contacts and prospects. Copper works perfectly. It's not overly complicated. And Copper integrates with Google Workspace so I don't have to duplicate efforts and information -- everything syncs.

Pros

Google integration
Simple to use
Easily sort by contact type

Cons

Easier to create contact types
Sync tasks with Google tasks

Return on Investment

Better tracking and follow up with prospects
I'm staying on top of my follow ups

Usability

Other Software Used

Google Workspace, Intuit Mailchimp, Dropbox

Jessica Kee View profile

Broker in Professional Services at Right at Home Realty (501-1000 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

Salesforce Agentforce Sales

Pipedrive

HubSpot CRM

Copper

What is Copper?

Categories & Use Cases

Videos

Copper Key Features

Top Performing Features

Single sign-on capability

Task management

Pipeline visualization

Areas for Improvement

Case management

Channel / partner relationship management

Compensation management

Who Buys & Uses Copper CRM

Most Frequent Users

Professional, Scientific, and Technical Services

Information

Manufacturing

Most Frequent Users

Small Businesses

Mid-sized Companies

Enterprises

Most Frequent Users

United States of America

United Kingdom of Great Britain and Northern Ireland

Canada

Most Frequent Users

Sales

Marketing

Admin

Copper Reviews

Pros

Cons

Use Cases and Deployment Scope

Pros

Cons

Return on Investment

Usability

Alternatives Considered

Other Software Used

Use Cases and Deployment Scope

Pros

Cons

Return on Investment

Usability

Alternatives Considered

Use Cases and Deployment Scope

Pros

Cons

Return on Investment

Usability

Other Software Used

Use Cases and Deployment Scope

Pros

Cons

Return on Investment

Usability

Other Software Used

Use Cases and Deployment Scope

Pros

Cons

Usability

Copper Alternatives