Copper

Score8.3 out of 10

117 Reviews and Ratings

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What is Copper?

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

Categories & Use Cases

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: 8.4

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
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

Barry Freifeld View profile

VP Sales in Sales at Pitts Enterprises (201-500 employees employees)

Use Cases and Deployment Scope

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.

Pros

Customer Tracking
Opportunity Tracking and Management
Manage Our Closes Through Our Internal Process

Cons

Easier Report Development
Ability to Archive Non Active Opportunities
Early Warning of Account or People Duplicates

Return on Investment

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

Usability

Alternatives Considered

HubSpot CRM, Sales Force Optimization and Bigin by Zoho CRM

Jordyn Pennington View profile

Operations Manager at Volo Mission LLC (1-10 employees employees)

Use Cases and Deployment Scope

My organization uses Copper primarily for CRM and Pipelines. It allows us to maintain our communication with customers for an extended period of time, which is a big benefit of "relationship building," as well as manage what stage we are in with each customer. Our organization is unique offering specialized training, consulting, and equipment for a niche market, and we nurture leads sometimes for years before securing them. We've found that Copper offers the most customizable setup for this scenario allowing us to keep leads as leads for as long as needed, categorize them as Training, Consulting, or Equipment, then transition them to the designated Pipeline when we are near securing them. The ease of use of Copper outweighs every prior platform we trialed.

Pros

Maintaining all correspondence from all team members per lead
Very customizable allowing efficient support for various operations

Cons

Setting up the automations can be tricky, automation templates could be helpful
Project management was better as a standalone in the access bar, but the Pipeline style is great
A strictly team chat or thread would be useful

Return on Investment

Uphold our standard and value of customer relationships versus just numbers

Usability

Alternatives Considered

Pipedrive, HubSpot CRM, monday CRM and ClickUp

Other Software Used

Intuit Mailchimp, Google Workspace

Holly Fisher View profile

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

Nicole Long, CPA View profile

Owner in Finance and Accounting at Breath & Taxes (1-10 employees employees)

Use Cases and Deployment Scope

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.

Pros

Track correspondence between clients and prospects.
Ability to create unique attributes to track different clients and email clients using specific merge fields.
Create email templates.

Cons

Make creating templates easier to find.
Update/refresh filtered data more clearly.

Return on Investment

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

Usability

Alternatives Considered

Salesforce CRM Analytics and HubSpot CRM

Other Software Used

Notion, Tally, Calendly, FreshBooks, Squarespace

Kevin Berson

President in Finance and Accounting at Kinected Advisors (1-10 employees employees)

Use Cases and Deployment Scope

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.

Pros

Visual of leads by stage
complete chronology of all interactions with a prospect
Share leads/info among team members

Cons

a little confusing to understand differences in field structure between leads, people, contacts and companies. In my world, they are interchangeable.

Return on Investment

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

Usability

Salesforce Agentforce Sales

Pipedrive

HubSpot CRM

Copper

What is Copper?

Categories & Use Cases

Key Features

Top Performing Features

Single sign-on capability

Mobile access

Opportunity management

Areas for Improvement

Case management

Channel / partner relationship management

Compensation management

Reviews

Use Cases and Deployment Scope

Pros

Cons

Return on Investment

Usability

Alternatives Considered

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

Other Software Used

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

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