Copper: Easy to set up and use
We use Copper to track sales opportunities, as well as our clients' and prospects' information. Then we use that to follow up and drive …
Copper
Copper
Overview
Reviews
Popular Features
View all 31 featuresIntegration with email client (e.g., Outlook or Gmail) (18)
8.3
83%
Custom fields (18)
8.0
80%
Customer data management / contact management (18)
6.1
61%
Task management (18)
4.9
49%
Reviewer Pros & Cons
View all pros & consPricing
View all pricingBasic
$25.00
Cloud
Per User/Per Month (billed annually)
Professional
$59.00
Cloud
Per User/Per Month (billed annually)
Business
$119.00
Cloud
Per User/Per Month (billed annually)
Entry-level set up fee?
- No setup fee
For the latest information on pricing, visithttps://www.copper.com/pricing
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting / Integration Services
Starting price (does not include set up fee)
- $25 per month
Features Scorecard
Sales Force Automation
4.8
48%
Customer Service & Support
3.8
38%
Marketing Automation
3.0
30%
CRM Project Management
3.9
39%
CRM Reporting & Analytics
6.2
62%
Customization
5.1
51%
Security
8.4
84%
Social CRM
2.2
22%
Integrations with 3rd-party Software
2.0
20%
Platform
7.1
71%
Product Details
What is Copper?
Depending on the size of the user's business, the Copper CRM solution has the featues encompassing marketing automation and nurturing, to lead management, within a customer relationship [CRM] tool.
Sales Management
Copper's features depend on the edition required. A list of features follows:- Leaderboard (Business)- Spark friendly competition with sales leaderboards that show who the top performers are by revenue, meetings set, calls made, and emails sent.
- Lead Management (All Plans) With the CRM system, manage new leads through a qualification process to build sales pipeline and win new business. Recommended for project management.
- Lead Generation (All Plans) - Support lead generation efforts, capture, nurture, and convert more leads to customers, right from Gmail.
- Lead Tracking (All Plans) - Spend less time tracking, organizing, and managing your sales prospects—and focus on converting leads to customers.
- Opportunity Management (All Plans) - Use the CRM Product, and track deal progress with visual pipelines, which can feature opportunities with social media, customer experience, and marketing, from lead to close
- Sales Management (All Plans)- Sales management tools, automation, and insights that grow your business.
- Sales Process Management (All Plans) - Define and create sales stages, forecast future revenue, and identify problem areas in a funnel.
- Sales Funnel Management (All Plans) Qualify, track, and measure the opportunities in a sales funnel to nurture them into thriving customers.
- Sales Workflow (Professional & Business Plan) - Automate tedious and repetitive sales tasks with sales workflow to drive efficiency throughout your sales process.
- Inside Sales (All Plans) - Get a complete view of inside sales pipeline by tracking important customer data and work opportunities more efficiently.
- Sales Tracking (All Plans) - Track sales data of any kind, in any timeframe, so you can estimate the close date of each deal and know if you’ll hit sales quota.
- Sales Forecasting (All Plans) - Built-in sales forecast reports display potential revenue by expected close date to keep a pulse on a pipeline, plan ahead and course correct.
- Sales Analytics (All Plans) - Get the insights needed to make better decisions, and coach a sales team to success.
- Sales Dashboards (All Plans) - View critical sales insights with a set of dashboards that keep a pulse on sales opportunities.
- Pipeline Management (All Plans) - Build and customize multiple pipelines to manage different business processes for any team, service or line of business.
- Pipeline Reporting (All Plans) - Quickly see all open opportunities and their associated value in each stage of the sales process.
- Pipeline Analysis (All Plans) - Track, measure, and analyze on key sales pipeline metrics so you can ramp up sales performance, stay on target, and hit goals.
- Goal Tracking (Business) - See how sales numbers are tracking and where they are headed to end the quarter against a goal.
- Multiple Currency (Business) - Record, report and manage opportunities in multiple currencies and get real time currency conversions.
Copper Technical Details
| Deployment Types | SaaS |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | No |
Alternatives
View all alternatives
Frequently Asked Questions
What is Copper?
Copper is a customer relationship management (CRM) built as an integration into Google Apps.
How much does Copper cost?
Copper starts at $25.
What are Copper's top competitors?
What is Copper's best feature?
Reviewers rate Single sign-on capability highest, with a score of 8.9.
Who uses Copper?
The most common users of Copper are from Small Businesses and the Marketing & Advertising industry.
Reviews and Ratings
(52)
Ratings
Reviews
(1-19 of 52)Companies can't remove reviews or game the system. Here's why
September 11, 2021
Copper: Easy to set up and use
We use Copper to track sales opportunities, as well as our clients' and prospects' information. Then we use that to follow up and drive business. All documentation related to quotes, waste profiles, manifests, and invoices are also saved within each of our clients' accounts. This tool has not only helped keep us organized, but it has also contributed to the efficient growth of our business for the past two years.
- Client business name, contact information, and sales opportunities
- Reminders to contact the client for service or sales follow up.
- Tracks all business growth.
- Saves files and documents that are important to future services.
- I wish it were easier to create a dashboard to view sales and growth.
- There are some features I would like to change but can't seem to figure out, so I just deal with not being able to, nothing major though.
- I would like to see it offer more free links to other services such as Quick Books.
September 10, 2021
Copper is user friendly
I am a small company and the only person using Copper. I use it to maintain my client's information and to keep my calendar for calls and emails. Copper helps my company with making sure I do not miss any important calls, emails, or meetings. When I increase the size of my company, everyone will use Copper.
- Reminds me of anything on the calendar
- Easy to upload company information
- Notifies me of other contacts for a company that I currently do not have
- Currently, Copper has everything that I need. I only needed a few aspects with my CRM. Copper has all of them.
July 27, 2021
Copper the new Gold!!
Copper [(formerly ProsperWorks)] is being used by the sales team as well as the marketing team primarily to build pipelines, track prospects, and forecast opportunities. Inside sales involves a lot of high-touch transactions over phone and email. Copper not only helps capture and qualify those actions on leads quickly but also automates repetitive tasks and logs activity so that the team can effortlessly manage a high volume of leads. With email-open tracking and deal alerts, we are able to prioritize the hottest leads and generate pipeline faster.
- G Suite Integration
- Sales automation
- Pipeline management
- Mobile CRM
- Lack of Features
- Lack of Flexibility Outside G Suite
- Customer Support needs to be quicker
November 29, 2021
Bad copper experience - RUN and don't make a big mistake
I used Copper mainly to organize my inbound leads (that were generated from my website). More like a sales tool than a marketing tool.
- Sync with Gmail.
- Integrations.
- Automations.
- Email Marketing.
- Reading Confirmation.
- Support.
September 10, 2021
StandardC and Copper
We use the CRM tool for all lead management for new customers' sales, investment, and process flow.
- Complete data on personnel
- Integrate with G Suite
- Allow significant workflow and automation without using consulting
- Reporting flexibility
- Data on time in stages in not available
- Pricing for early stage startups
November 09, 2021
Copper deserves the Gold Medal.
We use Copper across multiple departments within my company. The Business Development team uses it for prospecting, the Sales team uses the Opportunities Pipelines to track our sales process with prospects, The individuals responsible for hiring new employees use the Opportunity Pipeline to track the interview and onboarding process, and the Executive team uses an export of some Copper data to track performance metrics within the company. Copper's integration with the Google G-suite is one of the main reasons we chose this CRM over others and we utilize those integrations daily. Our Marketing team even uses Copper to feed contact information to Mailchimp via Zapier. It's proving to be an extremely versatile tool for all of our business processes.
- I think the Opportunities Pipeline is probably the best feature of the CRM. The versatility of it allows for pipelines to be made for not only sales but myriad of other ways.
- Copper's commitment to customer satisfaction is pretty spectacular. Many CRMs aren't as dedicated to this and provide their customers with simple how to articles that fall short of being an actual help.
- Copper's ability to sync with Google is an undersold perk. If a company relies on the Google workspace, Copper is an amazing tool to work alongside with Google.
- Copper's ability of customization has some drawbacks...While you are able to customize some things, usually those customizations don't play well with some of the other functions (Reports, Automation). In the past it was definitely more restrictive but it seems that these instances are occurring less and less (Copper is improving the platform to accommodate the addition of customizations)
- The implementation of the Copper Community is great in concept but in execution it probably isn't the best. Many people are most likely entering the community with a specific issue that they believe to be unique to them and do not bother scouring through posts from other users. This leads to duplicate posts that don't get aggregated together, so if the Copper team is looking to work on posts with the most upvotes, there will be an artificial deflation of posts that should actually be areas of focus.
- The Copper gmail add-on and the mass import feature can lead to the entry of mostly blank profiles within Copper. While these features are seen to be time savers on the surface, they wind up resulting in a gigantic problem for keeping a clean and effective database of people/companies.
- Due to Copper constantly being improved, this leads to articles and features being outdated/defunct.
January 04, 2022
Started out strong, but dropped off a cliff when asked to cancel
I selected Copper based on its integration with other sales automation tools like Reply.io. Seemed like a great fit based on the native Google integration. A good product, but turned out was not a fit for what we were looking for. I canceled the service back on 11/19/21 - and I was charged again in December. I have emailed customer service 4 times asking why the additional charge and asking for a refund. I did get an email that it would be escalated but nothing after that. There are other reviews with similar experiences. Too bad as it is a nice CRM - but if this is the way they treat customers who try to leave, it's pretty slimy....... Since they won't respond to my 4 emails, I have to do chargeback in order to get my money back
- Google Integration
- Clean interface - easy to use
- Native Marketing Tools - very helpful
- Horrible Customer Service
- Cancelation is deceptive -cant just cancel -they dont let you go
February 06, 2021
TERRIBLE customer service. DECEPTIVE cancellation policy. Avoid.
Copper was selected as a replacement for Hubspot as our business grew. It seemed like it offered many of the features that Hubspot's paid tiers do at a fraction of the cost. The integration with G-Suite was the cherry on top. We integrated it across all customer-facing roles and were happy until it came time for us to cancel after a change in business ownership.
- Seamlessly integrates with G-Suite
- Good UI & strong feature set
- Relatively flexible database
- ABYSMAL customer service. Slow, rude, and not solutions oriented.
- DECEPTIVE cancellation policy. Will charge you for 2 months after you cancel. IF you can navigate their intentionally difficult cancelation process.
- BIZARRE user management backend that can make it impossible to recover accounts if you switch from G-Suite.
March 12, 2020
Copper works like "gold" for me
The first year I used Copper was self-directed. This year I am beta-testing Copper for use by individuals who manage fundraising campaigns for our client. There are many steps to convert a donor prospect to a donor and I'm able to catalog the steps in Copper as a CRM and project manager tool.
- Task notifications.
- Ability to have custom fields for information and process.
- "Pipeline" of one's donor or sales prospects to catalog and track activities step by step with a prospect.
- Easy upload of new contacts.
- Good response time from support agents.
- Synchronizing with other apps is tedious and puzzling. Syncing one's phone and computer is error free and easy to set up.
- I'd like more opportunities to attach files while working in a contact.
What started as just the Sales team, quickly grew to customer support across the org. After researching a literal PANDORA's BOX of CRM solutions out there, my company, as well as a company I consult with, went with Copper. Sales use it to quickly create and update leads and opportunities through our multiple channels of Marketing and Customer Support use it for agreement research, help questions and logging of additional information and to identify potential upsell opportunities.
- Direct integration with Gmail: Simple and seamless integration is the KEY to a productive sales org.
- Ease of use: If it isn't easy to use, no one will touch it no matter how pretty it is.
- Pricing: Cost effective with added bells and whistles.
- Would love a stronger VoIP solution built directly into Copper.
- You can finally rename records in Copper. This was way overdue vs. what other CRMs already allow natively.
- Additional integration support: I think the feedback at times falls on deaf ears for things people need.
We use Copper daily. Our whole organization uses it as a detailed client contact book, as well as to keep track of new prospects (the last time we called or emailed them). It's awesome because it really helps us know when to get in contact with someone via automated reminders that were set up in Copper.
- Strength 1: Integration with Gmail.
- Strength 2: Customer Support.
- Strength 3: Great UI.
- It would be awesome if Copper could integrate into Apple Mail like it does Gmail.
- Integration possibly with Slack.
November 27, 2018
Copper - A CRM as good as gold!
Copper, formerly ProsperWorks, is used by the Business Development and Sales team at the agency I represent. We are a team of 7 and were looking for a new CRM solution after moving away from Saleforce. We had done extensive research and found that Copper was the best fit for what we are trying accomplish with our CRM. Copper is a simple to use, user-friendly CRM that integrates perfectly with G-Suite. The integration with G-Suite products is what really caught our eye. Copper is the #1 CRM for organizations who use G-Suite products (Gmail, Google Calendar, etc.). We use Copper for day-to-day lead generation and management, activity and opportunity tracking, and pipeline reporting.
- The Google integration and Chrome extension automatically tracks and updates prospect and lead activity in the CRM. Data entry is simplified.
- Copper is a very user-friendly CRM with the ability to create custom fields, multiple pipelines, sales stages, etc. It is truly customizable and far less complex than other CRMs I have used in the past.
- Copper makes it simple to add leads manually, through Gmail or using a template and uploading a large list.
- Great support. We are very happy with our account management team and they strive to make sure we are getting the most out of the platform.
- Pricing is very competitive.
- Copper automatically pulls leads' social information and picture. Sometimes this information is not accurate.
- We did not have a successful integration with RingCentral (web phone and meeting app) but this isn't a huge drawback.
- I am pleased using Copper and can't think of any other cons since implementation.
Copper is our CRM and is only used for our sales team. Our products are a mobile app and website that generate leads that go into Copper in which our sales team is able to qualify and view all communication with prospects and move them along the appropriate pipeline.
One of the main problems that Copper solves for us is integrating with Slack and their mobile app to update us real-time of new leads. Also, a nice feature of Copper is their integration with G Suite (since Copper is a Google Product), that keeps track of all communication with each prospect.
From a more technical perspective, Copper has a quite robust API that allows us to connect our mobile app attribution platform, Slack, PostgresSQL, and chatbot Intercom.
One of the main problems that Copper solves for us is integrating with Slack and their mobile app to update us real-time of new leads. Also, a nice feature of Copper is their integration with G Suite (since Copper is a Google Product), that keeps track of all communication with each prospect.
From a more technical perspective, Copper has a quite robust API that allows us to connect our mobile app attribution platform, Slack, PostgresSQL, and chatbot Intercom.
- One of the main benefits of Copper is real-time reports. We are able to breakdown won and lost revenue amongst our sales team and also account for projected sales revenue based on the opportunities in the pipeline and the expected close rate of those opportunities.
- Copper has automated actions that allow us to move prospects through pipelines effectively. We set automated reminders and tasks for opportunities based on their pipeline and stage within the pipeline. These reminders and tasks are also emailed and sent as a push notification to each respective lead owner.
- We are a big fan of the Copper newsletters. They provide a clear roadmap of what to expect from them from a product development standpoint and what to expect next. Their emails are easy to digest, and optimized for mobile. Also, they ask for user input that has been integrated into their roadmap.
- While Copper has a quite robust API, they do not have any webhook receiver URLs. In order to effectively communicate data between Copper and another platform is through a paid Zapier account or Tray.io.
- Automated actions are nice, but the work flow automations are extremely limited. We are not able to send users automated emails, push notifications when they enter a new stage of a pipeline.
- More direct integrations with messaging services - transactional + marketing email services, push notification platforms, chat services.
September 14, 2017
ProsperWorks is the best CRM out there for SMBs
Our organization uses ProsperWorks as the sales and customer CRM. We track all our open deals, take notes on our interactions with customers, and essentially make it our book of truth. It addresses a ton of problems because without a CRM the left hand wouldn't know what the right hand is doing! We have a lot of different accounts, and some people could be calling on the same ones, so this helps us pick up where we left off and track the progress.
- ProsperWorks UI and integration with Gmail is just unmatched. It's beautiful, easy, straight forward, and a delight to use.
- Their kanban flow for deals is awesome, and the ability to link any deal/company/person/document/calendar event with just about any other one makes drawing connections between things really simple.
- Their reporting for activity is awesome. I used this for a period of 7 months to manage a collections team and it was invaluable to watch daily call volumes, and pull live reports to show the team at the end of the day.
- I wish they allowed you to email from within the CRM and create calendar invites from within the app instead of just kicking you out to a Gmail window.
- I wish they included more custom fields and email tracking in their basic plan.
March 24, 2017
Google's ProsperWorks CRM is here to play
All businesses should have a CRM, what makes the decision is cost, flexibility, and integrations. This is now a Google product and since we use Google Apps it was a no brainer. We have all of our client success and sales on ProsperWorks and are happy we have it. We have added substantial customized workflows and fields to the system and are continuing to tweak it. Before you start a sales process, start with your CRM! It will take time to set it up, but it will take longer to backfill massive amounts of data.
- Track sales process
- Track customer interactions
- Integrate with tools
- Communicate across the organization where things are at
- Sales Report and performance
- Sometimes its reporting gets confusing as how to pull certain things.
- While its point of entry price is great, when you get more powerful its cost gets aligned with higher priced tools.
February 17, 2017
ProsperWorks for a real estate office
We use it as the basis for our daily planning, contact management and follow up. It allows us to keep all our clients in one place, develop our own terms on which to follow up with them and log all our contacts with them. Additionally it allows us set up action plans for current sales and prospected customers.
- Allows leads to be separated from prospects and not cloud up your system
- Allows me to track where each lead is and who is following up and who isn't
- The notes section reminds me about our last communication
- The task lists keeps me on the ball
- Integrates seamlessly with gmail
- My biggest moan comes from when I wanted to work down a list of leads alphabetically and unless you open the contact in a separate window, you lose your place when you return to the contact list (ie starts back at "a").
March 01, 2019
It’s not gold, but Copper does it’s job.
We’re using Copper as a basic CRM to track our leads for ticket sales and sponsorships for events. The main individuals who are in contact with a majority of the leads are those who use Copper the most. It helps us to keep track of our daily communications with a large number of individuals and serves as a good tool to remember to follow up, as any good CRM would.
- Easy to enter information and customized fields for the information you want to track.
- Good at keeping track of leads in the pipeline and also customizable.
- Easy to track emails from within the software.
- Their Chrome plugin has somehow gotten worse and is extremely limited, making it difficult to work directly out of your inbox.
- Very very hard to import information. It’s a slow step by step process where you have to upload multiple different spreadsheets with the same information.
- General usability isn’t always easy. Sometimes searching won’t pull up the right information, middle initials will be stored twice, it won’t pull titles from emails, etc.
September 08, 2017
Lightweight, Easy to Use, Google Apps Integrated CRM
ProsperWorks CRM is being used across the whole organization to track our sales and manage our pipeline. It gives us visibility into the open opportunities so we don't drop the ball, make predictions about our future sales, and have visibility into our analytics. We also use ProsperWorks CRM to track our outstanding invoices.
- It's really intuitive and easy to use. Not much training is needed to figure out the CRM compared to other products I've used before. This is great as it cuts down on training time for the team.
- They are relatively responsive and easy to get hold of if there are any issues.
- It's much cheaper than other comparable CRMs.
- I have zero visibility into any of my feature requests. I submit them frequently to my customer success person and I don't know whether they are being worked on or will ever be worked on. I'd like to see some kind of roadmap.
- The Google Sheets add on is a nice tool but it's frustrating having to continually refresh it, I wish it would just refresh daily by itself.
- The analytics and forecasting is not very robust, it needs a lot of number fudging on the Google Sheets add-on to give you actionable results.
November 01, 2016
ProsperWorks amazing Gmail integration for small teams
We tested ProsperWorks for a few months and ultimately decided it wasn't best for us. It was tested by a small department, in prep for rollout across the org. The tool we were going to replace has been around for years and ultimately, we felt that Prosperworks wasn't as far as other CRMs in terms of feature development and integrations.
- Email integration with Gmail/Google Apps: Feels very familiar if you're used to using Gmail and the other Google Apps, such as Google Calendar and Google Drive.
- Pipeline management tool is flexible and easy to use.
- API is easily extendable via a robust Zapier integration.
- Calendaring integration was an issue we encountered as it did not create a task.
- Strong de-dupping, click to dial, QuickBooks are integrations/features that need to be developed or improved.
- Canceling requires emailing them and waiting to hear back.
- Support: not as responsive as other support teams, maybe their model is to let the community answer questions and solve issues.