#1 most frequent
United States of America
70.9%141 installations of 199
What is Copper?
Copper is a customer relationship management (CRM) built as an integration into Google Apps.
Categories & Use Cases
Videos
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
Mobile access
Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.
Category average: 7.8
Opportunity management
Users can track deals and create quotes.
Category average: 8.5
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
#1 most frequent
Professional, Scientific, and Technical Services
25.6%51 installations of 199
“Better tracking and follow up with prospects”
#2 most frequent
Information
12.6%25 installations of 199
“Infinite - By now I'd be so frustrated with another CRM that I'd still be in XLS. Copper makes everything so super easy!”
#3 most frequent
Manufacturing
8.5%17 installations of 199
#2 most frequent
Canada
8.0%16 installations of 199
#3 most frequent
United Kingdom of Great Britain and Northern Ireland
5.5%11 installations of 199
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.
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
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
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
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.
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
