Copper Reviews and Ratings

Rating: 8.2 out of 10

Score

8.2 out of 10

Community insights

TrustRadius Insights for Copper are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Pros

Intuitive and User-Friendly UI: Multiple users have praised Copper's UI for being beautiful, easy to navigate, and straightforward. They found it intuitive and didn't require extensive training for their team.

Seamless Integration with Gmail: Many reviewers appreciated Copper's integration with Gmail and Chrome extension. It automatically tracked and updated prospect and lead activity in the CRM, streamlining data entry and keeping them up-to-date on sales activities.

Effective Sales Process Tracking: Several users highlighted Copper's ability to track sales processes, customer interactions, and integrate with other tools. They found this feature beneficial for analyzing won and lost revenue among their sales teams.

Reviews

54 Reviews

Multi-Year User Positives and Negatives

Rating: 9 out of 10

Incentivized

March 25, 2026

Use Cases and Deployment Scope

Copper is used as our main method of tracking and logging contacts with leads. This includes tracking email campaigns through integrations of third party apps and includes also functionalities based on self-written scripts using Copper's API integration functionality for automation purposes.

Pros

Organization
Ease of Use
Consistency

Cons

Auto-Enrichment limitations (forcibly done, not given to us as an option that can be turned on or off, quite difficult when we know that it auto fills locations incorrectly quite often and location is very important to our data).
Allowing LinkedIn URL to be inputted via API integration (external) script's usage of JSON type person data payloads. We have a CSV file of linkedin accounts and want to map them but cannot automate it because of this limitation.
Mostly just flexibility for automation purposes. We handle tens of thousands of leads and having to manually do certain items without the possiblity of utilizing the full potential of automation via the API integration.

Likelihood to Recommend

Copper is appropriate for organizational items, but can lack specifically when it comes to automation of interactions with the profiles en-masse.

Verified User

Strategist in Research & Development (1-10 employees)

Vetted Review

4 years of experience

Limited but satisfied.

Rating: 6 out of 10

Incentivized

March 10, 2026

Use Cases and Deployment Scope

We use Copper to organize our projects and data points. We use filtering to organize this data for different insights and use different pipelines as each project hits different key milestones. We use tasks to assign individuals to do list items and to gain at-a-glance project progress. Workflow automations are used to assign repeat tasks, fill in data points, and are key to making sure our team can focus on the right things.

Pros

Filtering
Customer service response time.

Cons

Custom reporting.

Likelihood to Recommend

Copper is well-suited to help sales-focused teams. It's very linearly set up and doesn't allow much wiggle room beyond a linear customer journey. It captures sales KPIs well, but other KPIs must be tracked manually in a clunky way. It's got a good, basic structure and is user-friendly, as the structure is very straightforward.

Verified User

Analyst in Product Management (51-200 employees)

Vetted Review

4 years of experience

Choose Copper - You Won't Regret it

Rating: 10 out of 10

Incentivized

March 6, 2026

Use Cases and Deployment Scope

Copper is THE BEST CRM!! It is super customizable, and so so easy to do so. I specifically picked Copper out of about 16 CRMs I evaluated because of how easy this was. I need data to be saved on customer accounts for multiple products, when contracts expire, when to follow up, and also to easily see notes from previous marketing efforts or conversations.

I can pull reports based upon these custom fields that I've recorded - if I want to see all prospects or customers who have "XYZ" product, or a report on "all contract agreements expiring in 2026 for XYZ product".

I've used several other CRMs - some super popular and ranked in the top 5 of "Best CRMs" and at least for me, Copper blows them away and I am shocked when someone chooses one of these other CRMs. I feel like they do just because they've heard of it or a peer uses it at their company. There might be some features that Copper doesn't provide, but I haven't found them, and if they don't have it - with their quarterly updates I know they are in the background working on implementing or improving it.

Pros

Track Leads
Visually see notes from marketing efforts
Track Contracts
Tack Sales Process with reports on Proposal $s
Easily build a database based upon a person or a company - not forced into "how they want you to build it" like other CRMs.
Easy to track and create tasks
Fast chat support for questions
THE CELL PHONE APP WORKS ALL THE TIME!!!!

Cons

Can't think of any, sorry

Likelihood to Recommend

If you need to track contract expiration dates of your clients or your prospects that you're trying to sell - Copper is your tool. If you want to track specific products, solutions, vendors, etc. Copper can do it. I use it to track many brands of IT products and services with the use of custom fields to track which prospects/clients have any number of these items. Rather than taking notes, I can select the product from a drop down list that I created VERY EASILY within Copper.

Verified User

Executive in Sales (1-10 employees)

Vetted Review

4 years of experience

Copper - Great Choice for a Simple CRM

Rating: 9 out of 10

Incentivized

February 24, 2026

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

Likelihood to Recommend

Great for a solopreneur like me or a small team. I don't need a large, complicated system. Copper is simple and the price is perfect for my needs.

Holly Fisher

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

Vetted Review

2 years of experience

Verified on LinkedIn

Helpful tool in the arsenal

Rating: 7 out of 10

Incentivized

February 6, 2026

Use Cases and Deployment Scope

I use it as the head of business development at our agency. It's a great tool for us to manage our clients, prospects, and warm leads, as well as a way to remember to regularly communicate with this group on a frequent but not annoyingly often cadence. I also export entries from the database for use in physical mailings as we do client gifting.

Pros

database management
client and lead organization
mass personalized outreach

Cons

direct integration with mailchimp
additional trainings
zoominfo like tools to get contact info for potential leads you might not have the details for yet

Likelihood to Recommend

I think it's great for what I do but as a team of one on the business development side of the agency, it's not really useful for other departments. The exception might be our head of production as he has a lot of production companies and vendors that he likes to keep details for.

Verified User

Vice-President in Marketing (11-50 employees)

Vetted Review

4 years of experience

Copper is worth it

Rating: 9 out of 10

Incentivized

February 6, 2026

Use Cases and Deployment Scope

We use Copper to manage both our active sales pipeline, referral partners and active client lists. The business solutions it provides are to house all of the client information, custom field data and the active management of the various stages in the client lifecycle. The scope of our use case spans our entire business, we use Copper, and although we don't use the lead/convert function in the typical way- we start directly in our sales pipeline and move clients through the various stages. We then transfer them into active client pipeline and manage records there. We use the task automations and the custom fields quite heavily.

Pros

API with Slack; allowing visibility to opps moving across stages to folks who don't need/use Copper but are still part of our organization
task automations attached to particular triggers and events
allows for custom field records on opps, companies, people records

Cons

connecting custom field data across opps in different pipelines and company records
additional sales insight abilities to dashboard not just on value and owner, but also more about demographics of client profiles

Likelihood to Recommend

Copper is well suited for companies that acquire many contacts, which spill into the leads module and then convert into pipelines. We don't necessarily use it this way- we start opps right in the sales pipeline directly and move the opp tiles through that process. It's also really good for businesses that have a team of sales people, as you can do a lot of granular reporting on wins/close rate/time to acquisition per owner-- this doesn't apply to us, as we are a smaller business and all sales opps are owned by one individual.

Verified User

Manager in Corporate (1-10 employees)

Vetted Review

5 years of experience

Terrific CRM going into 2026 for sales.

Rating: 10 out of 10

Incentivized

January 30, 2026

Use Cases and Deployment Scope

Primary CRM for keeping track of new contact inquiries and customers. Use pipelines to track new projects and leads, assign costs to each project, and keep track of each company's names and contact information.

Pros

Automatic integration with Google Suite.
Pipelines for tracking current projects.
Automatic notifications based on certain workflow triggers.

Cons

Integration with more email clients such as Superhuman.
Better UI for displaying emails in feeds.
Better UI for tracking phone calls.

Likelihood to Recommend

Would highly recommend Copper as it is well-suited for sales CRM. Pricing: It is significantly more affordable than larger CRMs, such as Salesforce. Ease of Use: Extremely simple to use, as automatic integration with Google Suites makes automatic syncing to all emails instantaneous. Pulls all contact information for names and company data.

Verified User

Account Manager in Sales (51-200 employees)

Vetted Review

2 years of experience

Accessible CRM for SMBs.

Rating: 8 out of 10

Incentivized

January 26, 2026

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.

Likelihood to Recommend

Copper is ideal for small to large companies in tracking communications between clients and prospects. This has worked well for my business as the only owner. The dashboard is easy to navigate. There are many more features in the software than are necessary for a small-business owner like me. I requested a reduced fee because my use case is so limited, and it would be great if Copper offered this to more small businesses. I like the interface because it mimics Gmail and seems accessible for the average small business owner.

Nicole Long, CPA

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

Vetted Review

3 years of experience

View profile

My Copper Experience 5 Years In.

Rating: 7 out of 10

Incentivized

January 26, 2026

Use Cases and Deployment Scope

Copper is used as a database for our contact information and relationships with customers and new leads. It can be helpful for creating new, filtered mailing lists about specific events. Given the customizable fields Copper allows, I think there is a lot of room for improvement in the reporting features and the Leads/filtering workflows.

Pros

Customizable fields.
Interaction visibility.
User interface design.

Cons

Reporting (inclusion of more custom fields).
Leads workflow (once made into a Contact, they should still be trackable as having once been a Lead).
Filtering (allowing for better customization of fields to include and exclude at the same time).

Likelihood to Recommend

Copper is well-suited to creating new mailing lists and targeting announcements based on different customized fields. Copper is less appropriate for reporting based on customer interactions and leads.

Verified User

Administrator (51-200 employees)

Vetted Review

5 years of experience

Stellar CRM with Game Changing Gmail Integration.

Rating: 8 out of 10

Incentivized

January 21, 2026

Use Cases and Deployment Scope

Copper has been my CRM for years. It does everything necessary to keep track of client interactions and all the data I need to remember. It also integrates seamlessly with Gmail, so it pulls all the information I want about clients and prospects straight into the CRM, so I typically don't have to hunt for details that are already available.

Pros

Tracking client interactions via email.
Automatically populating data.
Grouping and batch emailing client groups.

Cons

Automated outreach workflows are not easy like Reply.io.
Some features are unnecessary for my use case and can't be hidden.
Batch emailing is only in higher tier plans.

Likelihood to Recommend

I think Copper is great for small businesses working in Gmail. This is honestly why I never moved away from Copper. I haven't used it in a larger business setting, but I can imagine it would work well.

Verified User

Executive (1-10 employees)

Vetted Review

3 years of experience

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Choose Copper - You Won't Regret it

Rating: 10 out of 10

Incentivized

March 6, 2026

Use Cases and Deployment Scope

Pros

Track Leads
Visually see notes from marketing efforts
Track Contracts
Tack Sales Process with reports on Proposal $s
Easily build a database based upon a person or a company - not forced into "how they want you to build it" like other CRMs.
Easy to track and create tasks
Fast chat support for questions
THE CELL PHONE APP WORKS ALL THE TIME!!!!

Cons

Can't think of any, sorry

Likelihood to Recommend

Verified User

Executive in Sales (1-10 employees)

Vetted Review

4 years of experience