Copper

We began using Copper around five years ago, and it has become our comprehensive customer relationship solution. We have integrated a process that seamlessly transfers opportunities from sales to order entry, engineering, and our production schedule, all within Copper. The platform continues to enhance its capabilities, and we have found its customer service and support to be excellent.

• Integration of opportunity to production schedule
• Allow management to view and manage pipelines
• Keeps sales team engaged in opportunity management

HubSpot CRM, Sales Force Optimization and Bigin by Zoho CRM

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.

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

Google Workspace, Intuit Mailchimp, Dropbox

I use Copper to track all communications with my clients. I love the ability to see all documents exchanged with each person on their profile. I also create unique attributes and organize my clients into groups to quickly email them information on tax preparation, upcoming deadlines, and additional services I'm offering.

• Reduced time spent emailing clients information.
• Document and information tracking simple.

Salesforce CRM Analytics and HubSpot CRM

Notion, Tally, Calendly, FreshBooks, Squarespace

We use Copper to track leads, deal probabilities, and outreach. At any given time we are tracking 200 or so leads. We love how Copper gives us a complete view of all interactions with a prospect and a visual chart to see leads by stage.

• Positive ROI - reminding me to reach out with all of my prospects.

Initially, we used Copper only for contact and list management. However, we quickly discovered that it has much more to offer. Its seamless integration with Gmail is excellent and significantly simplifies our tasks. At present, we use it to track leads, manage follow-ups, and stay organized with inquiries and targeted solicitations.

• Better organization of list management.
• Helps remind us of new business tasks.

ClickUp, Intervals, Proposify