Copper Reviews & Insights

Score8.4 out of 10

126 Reviews and Ratings

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#1 most frequent

Professional, Scientific, and Technical Services

25.6%

51 installations of 199

“Better tracking and follow up with prospects”
— Founder and CEO, Fisher Creative Marketing (1-10 employees)

#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!”
— Sales, All Cloud Connections (1-10 employees)

#3 most frequent

Manufacturing

8.5%

17 installations of 199

#4 most frequent

Other Services (except Public Administration)

5.5%

11 installations of 199

#5 most frequent

Finance and Insurance

5.5%

11 installations of 199

“Document and information tracking simple.”
— Owner, Breath & Taxes (1-10 employees)

#6 most frequent

Retail Trade

5.0%

10 installations of 199

#7 most frequent

Arts, Entertainment, and Recreation

5.0%

10 installations of 199

#8 most frequent

Health Care and Social Assistance

4.5%

9 installations of 199

#9 most frequent

Administrative and Support and Waste Management and Remediation Services

4.5%

9 installations of 199

#10 most frequent

Accommodation and Food Services

3.0%

6 installations of 199

#11 most frequent

Educational Services

3.0%

6 installations of 199

#12 most frequent

Construction

2.5%

5 installations of 199

“More sales from scheduled follow up tasks”
— Assistant, Pacific Architectural Concepts (1-10 employees)

#13 most frequent

Real Estate and Rental and Leasing

2.0%

4 installations of 199

#14 most frequent

Transportation and Warehousing

2.0%

4 installations of 199

#15 most frequent

Wholesale Trade

2.0%

4 installations of 199

#16 most frequent

Public Administration

1.0%

2 installations of 199

#17 most frequent

Agriculture, Forestry, Fishing and Hunting

0.5%

1 installation of 199

Overview

Synthesised from 39 reviews | Last Published June 27, 2026

Copper CRM functions primarily as a central customer relationship management system, widely adopted by 64% of reviewers for streamlining sales, managing client interactions, and tracking leads. Organizations leverage it for pipeline management and contact tracking, with its seamless integration with Google Workspace being a significant advantage. In TrustRadius reviews, users frequently highlight its user-friendliness, intuitive interface, and strong tracking and organizational capabilities as core strengths.

Reviewers also appreciate Copper's customization options for tailored data tracking and its positive impact on organizational capabilities and time savings, contributing to increased sales. However, areas for improvement include a demand for more robust automation and integration capabilities, mentioned by 26% of users, and more comprehensive reporting features. Some users also seek enhancements to the mobile app and overall UI design. Overall, reviewers perceive Copper as an effective tool for core CRM functions, delivering a positive return on investment despite noted areas for refinement.

Pros

User-friendly interface with minimal learning curve
Seamless integration with Google Workspace
Effective lead and contact tracking and organization
Customization options for specific business needs
Efficient email functionality, including bulk sending and tracking

Cons

Limited flexibility and robustness in automation and integrations
Reporting and dashboard features lack comprehensiveness
Inadequate filtering capabilities within reports
Mobile application experience needs enhancement
User interface design could be modernized

From 39 reviews | Last Published June 27, 2026

Why it matters:

Copper serves as a foundational CRM solution for organizations, with 64% of reviewers using it to centralize their sales processes, manage client relationships, and track leads effectively. Users leverage its pipeline tools to monitor projects, organize contacts, and manage various stages of the customer lifecycle, from initial leads to active clients. This functionality helps streamline operations and ensure comprehensive oversight of customer interactions.

“We use Copper as our central CRM to streamline our entire sales process and client management.”

Why it matters:

Copper is frequently praised for its straightforward and intuitive user interface, which contributes to a minimal learning curve for new users. Reviewers appreciate how easy it is to navigate the system and quickly become proficient, extending to the reliability of its mobile application. This ease of use allows teams to adopt the platform quickly and efficiently manage their daily tasks, as noted by 36% of reviewers.

“User interface is fairly straightforward”

Why it matters:

Copper is widely recognized for its ability to improve organizational efficiency and tracking across various business functions, cited by 33% of reviewers. Users leverage the platform to centralize client and lead information, manage pipelines, and track historical interactions, which helps in scaling operations and improving internal reporting. This central repository also aids in managing team turnover by keeping client conversations accessible.

“Copper allowed me to come, manage clients and quickly scale our business.”

What other products like Copper CRM have you used or evaluated?

From 39 reviews | Last Published June 27, 2026

Summary

Reviewers frequently cite a range of alternative CRM and sales engagement platforms they have used or evaluated in conjunction with Copper CRM, indicating a competitive and diverse market landscape. HubSpot CRM emerged as the most commonly mentioned alternative, cited by 18% of reviewers. Salesforce products were also notable, mentioned by 10% of the review sample. Other platforms, such as Pipedrive and monday CRM, were each identified by 5% of reviewers. The mentions often occur in lists, suggesting that users frequently evaluate or integrate multiple tools to meet their specific sales and customer relationship management needs. The data primarily indicates awareness and usage of these systems as alternatives or complementary tools rather than providing detailed comparative feedback on their performance relative to Copper CRM.

Top Quotes

HubSpot CRM

“HubSpot CRM, Sales Force Optimization and Bigin by Zoho CRM”

Salesforce

“Salesforce CRM Analytics and HubSpot CRM”

Pipedrive

“Pipedrive, HubSpot CRM, monday CRM and ClickUp”

What positive or negative impact (i.e. Return on Investment or ROI) has Copper had on your overall business objectives?

From 39 reviews | Last Published June 27, 2026

Summary

Reviewers frequently report that Copper positively impacts their business objectives, primarily through enhanced organizational capabilities, significant time savings, and direct contributions to sales and business growth. A substantial 33% of reviewers highlighted the platform's ability to centralize client management, track activities, and streamline reporting, leading to better overall organization. This improved structure, combined with features that save time, such as bulk emailing and task automations, was noted by 23% of users, allowing teams to operate more efficiently. These efficiencies directly translate into increased sales and lead management effectiveness, with 21% of reviewers attributing client wins and sustained growth to Copper. Additionally, the system's reminders for follow-ups and its utility in managing contacts effectively were cited by 10% of users each, further reinforcing its role in maintaining client relationships and preventing opportunities from being overlooked. The cumulative effect of these benefits is perceived as a strong positive return on investment.

Top Quotes

Organization and Tracking

“Copper allowed me to come, manage clients and quickly scale our business.”

Time Savings

“Reduced time spent emailing clients information.”

Sales and Business Growth

“Copper allowed me to come, manage clients and quickly scale our business.”

Besides Copper, what other software do you regularly use? How likely would you be to recommend it to a friend or colleague?

From 39 reviews | Last Published June 27, 2026

Summary

Reviewers frequently utilize a diverse array of software solutions in conjunction with Copper, with Google Workspace being the most commonly cited alternative, mentioned by 18% of reviewers. This suite of tools, including Google Drive, Calendar, and Sheets, appears to be a foundational component of many users' daily operations. Following Google Workspace, Intuit Mailchimp is another prominent tool, regularly used by 13% of the surveyed individuals for email marketing and related functions. Other significant applications mentioned include Adobe Acrobat and Microsoft 365, each cited by 8% of reviewers, indicating their continued relevance for document management and productivity tasks, respectively. Canva, a graphic design platform, was also noted by 5% of reviewers. While the specific sentiment for each tool was categorized as mixed in the raw data, the consistent mention of these platforms suggests their integral role in supporting various business and personal workflows. The range of tools highlighted points to a broad set of operational needs that extend across communication, data management, design, and financial management.

Top Quotes

Google Workspace

“Google Workspace”

Intuit Mailchimp

“Intuit Mailchimp”

Adobe Acrobat

“Adobe Acrobat”

Describe how you use Copper in your organization. What are the business problems the product addresses and what is the scope of your use case?

From 39 reviews | Last Published June 27, 2026

Summary

Copper is predominantly adopted by organizations as a central customer relationship management (CRM) system, with 64% of reviewers indicating its use for streamlining sales processes, client management, and tracking leads. Reviewers frequently highlight its effectiveness in managing pipelines for potential customers and various projects. A significant advantage cited by 28% of users is its seamless integration with Google Workspace, which allows for automatic syncing of communications and data, thereby reducing duplicate efforts and enhancing efficiency. The platform is also valued for its ability to track contacts and leads, a function mentioned by 21% of reviewers, though some note challenges with filtering capabilities. Beyond core CRM functions, organizations leverage Copper for its customization options, enabling tailored data tracking and reporting for specific business needs, as observed by 13% of the reviews. Additionally, 10% of reviewers use Copper for dedicated project and pipeline management, including tracking new projects, assigning costs, and maintaining client information. While generally viewed positively for its core functionalities and integrations, a small subset of reviewers (5%) expressed concerns regarding reporting and filtering capabilities, suggesting areas for potential improvement in data accessibility.

Top Quotes

CRM and Pipeline Management

“We use Copper as our central CRM to streamline our entire sales process and client management.”

Google Workspace Integration

“Copper integrates with Google Workspace so I don't have to duplicate efforts and information -- everything syncs.”

Contact and Lead Tracking

“I use Copper to track all my interactions with clients and prospects.”

Please provide some detailed examples of areas where Copper has room for improvement.

From 39 reviews | Last Published June 27, 2026

Summary

Reviewers identified several areas where Copper could enhance its functionality and user experience. The most frequently cited area for improvement, mentioned by 26% of reviewers, concerned automation and integrations, with users seeking more flexible and robust capabilities for connecting with external platforms and streamlining workflows. Following this, 15% of reviewers expressed a desire for more comprehensive reporting and dashboard features, indicating a need for better data visualization and accessibility. Specific concerns about filtering capabilities within reports were also noted by 8% of users. Additionally, the mobile app experience and the overall user interface design each represented areas where 8% of reviewers suggested enhancements, pointing to opportunities for more intuitive navigation and a modernized aesthetic. These observations collectively suggest that while Copper provides core functionality, there is a clear demand for greater customization, integration depth, and refinement in its user-facing elements.

Top Quotes

Automation and Integrations

“Setting up the automations can be tricky, automation templates could be helpful”

Reporting and Dashboards

“I wish it would immediately just open all activities so I can quick see notes”

Reporting and Filtering

“Reporting (inclusion of more custom fields).”

Please provide some detailed examples of things that Copper does particularly well.

From 39 reviews | Last Published June 27, 2026

Summary

Reviews indicate that Copper is highly regarded for its user-friendliness and core CRM functionalities, making it an effective tool for sales and customer management. A significant proportion of reviewers, 36%, highlight the platform's ease of use, citing its intuitive interface and minimal learning curve. This accessibility is complemented by strong tracking and organization capabilities, noted by 26% of users, which help teams manage leads, opportunities, and customer interactions efficiently. Furthermore, Copper's email functionality, including personalized bulk emails and tracking features, is a positive aspect for 15% of reviewers. The platform's ability to be customized to specific business needs (13% of reviewers) and its seamless integrations, particularly with Google services (also 13% of reviewers), are frequently praised, enhancing its overall utility and adaptability for various operational workflows.

Top Quotes

Ease of Use

“User interface is fairly straightforward”

Tracking and Organization

“Helps sales visually see all moving leads/prospects”

Email Functionality

“Sending emails is easy and useful!”

View All Reviews

Copper Reviews

62 Reviews

Simple, Fast & Gmail-Friendly

Rating: 10 out of 10

June 26, 2026

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.

Likelihood to Recommend

Jessica Kee

Broker in Professional Services at Right at Home Realty (501-1000 employees)

Vetted Review

5 years of experience

View profile

Top CRM app and best-in-the-business to integrate with Google Workspace

Rating: 9 out of 10

Incentivized

June 18, 2026

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.)

Likelihood to Recommend

Amazing app to use in order to strenghten relationship with clients, help with improving sales and lower duration of the sales cycle

Sébastien Sévigny

President / Financial Adviser in Finance and Accounting at Groupe Conseil Proficio (1-10 employees)

Vetted Review

6 years of experience

View profile

Copper meets our small nonprofits needs.

Rating: 9 out of 10

Incentivized

May 28, 2026

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.

Likelihood to Recommend

Copper is well-suited to track all communications one has with an individual. One can easily figure out all contacts at a given firm. The native integration with Google Calendar, Google Drive, Google Contacts, and Gmail is incredibly helpful to us as we use Google Workspace. We are a nonprofit and don't track fundraising in Copper because we don't fundraise from individuals very much. I know that there are tools, but I am not yet familiar with them.

Chris Hagerbaumer

Executive Director at OpenAQ (1-10 employees)

Vetted Review

4 years of experience

View profile

Happy with Copper CRM

Rating: 10 out of 10

Incentivized

May 18, 2026

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

Likelihood to Recommend

Great for our small business that utilizes Google Workspace, the integration is seamless. The ability to customize fields and set up tasks and recurring tasks is very beneficial. The simple project management functionality has been key to keeping us on task and making sure no task falls through the cracks.

Gabriel Fransen

Financial Adviser in Professional Services at Strategic Financial Group (1-10 employees)

Vetted Review

6 years of experience

View profile

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

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