Copper

Score8.3 out of 10

118 Reviews and Ratings

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

58 Reviews

Copper CRM gives my business confidence.

Rating: 9 out of 10

May 15, 2026

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

Likelihood to Recommend

For Google / Gmail users Copper CRM works. Perhaps non Google users might have less benefits. When prospecting new client leads Copper CRM is great, however managing existing client matters seems not to be a priority for Copper CRM.

Brian Goldberg

Brand Creation & Protection in Professional Services at NIPV Pty Ltd (1-10 employees)

Vetted Review

11 years of experience

View profile

Converting to Copper has changed our operations for the better

Rating: 9 out of 10

April 28, 2026

Use Cases and Deployment Scope

We use Copper as a donor database to track donations that come in. I also will periodically send emails through that database depending on the tags that I am looking for.

Pros

Copper is user friendly
It is easy to filter out what I am trying to find
Sending emails is easy and useful!

Cons

It takes hours for reports to update
Sometimes data goes missing in the opportunities list even though they show up on the reports

Likelihood to Recommend

We only use it to track donor data, which we are able to do well! I am sure using it in other ways for Client Relations Management would also work seeing how user friendly it is. Something that could be useful is to have multiple people named on the same account - at this time, I need to put both first names in the first name field and the shared last name in the last name field. If they don't share a last name, I do need to fix it in a different way. We send donor acknowledgments an would like to name both donors.

Verified User

Administrator (1-10 employees)

Vetted Review

2 years of experience

Copper gets an A from us

Rating: 8 out of 10

Incentivized

April 25, 2026

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

Likelihood to Recommend

Copper is well-suited for customizing use to your business operations with many Field options/styles and keeping client communication records. While team members are able to make constant notes on tasks, people, etc. it would be helpful to have a generic Team chat feature, as well. This would eliminate the need for an additional platform like Slack for communication amongst team members.

Jordyn Pennington

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

Vetted Review

2 years of experience

View profile

Good Gmail integration and UX/UI

Rating: 8 out of 10

April 8, 2026

Use Cases and Deployment Scope

I use Copper to track all my interactions with clients and prospects. It also allows me to keep them informed—in small, qualified groups—about various company updates.

J'utilise Copper pour le suivi de tous mes échanges avec mes clients & prospects. Cela me permet aussi de les informer par petits groupes qualifiés des différentes actualités de l'entreprise.

Pros

The deliverability of personalized emails sent to a group
General Ergonomics
Interacting with Gmail Contacts
La délivrabilité des mails personnalisés envoyés à un groupe
L'ergonomie générale
L'interaction avec les contacts Gmail

Cons

Updating contacts with a saved LinkedIn link
Default country code for phone numbers = user profile country
Mise à jour des contacts ayant leur lien Linkedin enregistré
Indicatif pays par défaut pour les numéros de téléphone = pays du profil utilisateur

Likelihood to Recommend

Well-suited for tracking opportunities and maintaining a history of interactions with contacts.
Less well-suited for the automatic integration of LinkedIn or WhatsApp messages.

Bien adapté pour le suivi des opportunités, historique des échanges avec les contacts
Moins bien adapté pour l'intégration automatique des messages Linkedin ou Whatsapp

This review was originally written in French and has been translated into English using a third-party translation tool. While we strive for accuracy, some nuances or meanings may not be perfectly captured.

Verified User

C-Level Executive in Corporate (1-10 employees)

Vetted Review

4 years of experience

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

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

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

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

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

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

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Choose Copper - You Won't Regret it

Rating: 10 out of 10

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