Overview
What is Copper?
Copper is a customer relationship management (CRM) built as an integration into Google Apps.
Copper could be the CRM solution your company needs to excel!
Started out strong, but dropped off a cliff when asked to cancel
Bad copper experience - RUN and don't make a big mistake
Copper deserves the Gold Medal.
Copper: Easy to set up and use
Copper is user friendly
StandardC and Copper
Copper the new Gold!!
TERRIBLE customer service. DECEPTIVE cancellation policy. Avoid.
Copper works like "gold" for me
Copper CRM: The real diamond in the rough that aims to destroy an old school giant
Incredibly awesome CRM with incredibly awesome support, all at the perfect price
Copper is nice for beginner CRMs, if you want a robust platform look elsewhere.
It’s not gold, but Copper does it’s job.
Copper - A CRM as good as gold!
Popular Features
- Custom fields (19)8.080%
- Integration with email client (e.g., Outlook or Gmail) (19)7.676%
- Customer data management / contact management (19)5.252%
- Task management (19)4.646%
Pricing
Basic - Paid Annually
$25.00
Basic - Paid Monthly
$29.00
Professional - Paid Annually
$59.00
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Starting price (does not include set up fee)
- $25 per month per user
Features
Sales Force Automation
This is the technique of using software to automate certain sales-related tasks.
- 5.2Customer data management / contact management(19) Ratings
The software acts as a single source for all customer data and enables users to access that data efficiently.
- 2Workflow management(18) Ratings
The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.
- 5Territory management(4) Ratings
Users can defines salesperson territories based on customer or market characteristics.
- 4.5Opportunity management(18) Ratings
Users can track deals and create quotes.
- 7.6Integration with email client (e.g., Outlook or Gmail)(19) Ratings
Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.
- 5.2Contract management(9) Ratings
Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.
- 2Quote & order management(7) Ratings
Users can create, process and fulfill price quotations and sales transactions.
- 2.1Interaction tracking(18) Ratings
Users can log and track all customer interactions through any channel, including social, email, phone and in-person.
- 1Channel / partner relationship management(7) Ratings
The software allows for sales, territory, lead, order and account management for partners or OEM relationships.
Customer Service & Support
This component of CRM software automates help desk, call center and field service management.
- 1.2Case management(9) Ratings
This includes incident/ticket creation, routing, escalation, and resolution.
- 1.5Call center management(5) Ratings
This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.
- 1.7Help desk management(7) Ratings
This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.
Marketing Automation
This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.
- 3.4Lead management(16) Ratings
This includes lead generation, scoring, qualification, routing, and nurturing.
- 1.4Email marketing(9) Ratings
This involves the ability to send mass email to groups of people based on particular qualifications.
CRM Project Management
This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.
- 4.6Task management(19) Ratings
This includes the ability to plan, track, collaborate and report on tasks.
- 1.7Billing and invoicing management(5) Ratings
This includes automated invoice creation and billing.
- 4.9Reporting(17) Ratings
Software provides a broad range of standard and the ability to build custom reports.
CRM Reporting & Analytics
Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.
- 6.8Forecasting(15) Ratings
The software helps users accurately forecast sales based on volume and conversion metrics.
- 6.4Pipeline visualization(18) Ratings
Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.
- 6.9Customizable reports(16) Ratings
Users can create reports and dashboards unique to their needs.
Customization
This addresses a company’s ability to configure the software to fit its specific use case and workflow.
- 8Custom fields(19) Ratings
Users can create custom fields to store additional information on standard and custom objects.
- 3.4Custom objects(12) Ratings
Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.
- 4.1Scripting environment(3) Ratings
Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.
- 5.4API for custom integration(9) Ratings
An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.
Security
This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.
- 8.7Single sign-on capability(12) Ratings
The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.
- 8.1Role-based user permissions(13) Ratings
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
Social CRM
This component of CRM software helps companies leverage social media in engaging with customers.
- 2Social data(12) Ratings
The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.
- 2Social engagement(7) Ratings
The software can facilitate and track engagement with customers via social channels.
Integrations with 3rd-party Software
This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.
- 3.4Marketing automation(12) Ratings
The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.
- 1Compensation management(1) Ratings
The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.
Platform
- 7.9Mobile access(17) Ratings
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.
Product Details
- About
- Integrations
- Competitors
- Tech Details
- FAQs
What is Copper?
Highlights:
Google Workspace integration: Copper works with Gmail, Calendar and Drive so users don't have to switch tabs to add leads, track emails conversations, add files and manage tasks.
Copper Chrome extension: Simplifies contact management by adding new contacts directly from Gmail and Google Calendar.
File retrieval: Files and Google docs sync to Copper contact records automatically to help quickly surface customer files across company and deal records, and attach suggested files in Gmail.
Copper Features
Sales Force Automation Features
- Supported: Customer data management / contact management
- Supported: Workflow management
- Supported: Opportunity management
- Supported: Integration with email client (e.g., Outlook or Gmail)
- Supported: Interaction tracking
Marketing Automation Features
- Supported: Lead management
- Supported: Email marketing
CRM Project Management Features
- Supported: Task management
- Supported: Reporting
CRM Reporting & Analytics Features
- Supported: Forecasting
- Supported: Pipeline visualization
- Supported: Customizable reports
Customization Features
- Supported: Custom fields
- Supported: API for custom integration
Security Features
- Supported: Role-based user permissions
Integrations with 3rd-party Software Features
- Supported: Marketing automation
Platform Features
- Supported: Mobile access
Copper Video
Copper Integrations
Copper Competitors
Copper Technical Details
Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
---|---|
Operating Systems | Unspecified |
Mobile Application | Apple iOS, Android |
Frequently Asked Questions
Comparisons
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Reviews and Ratings
(62)Community Insights
- Business Problems Solved
- Pros
- Cons
- Recommendations
Copper, formerly known as ProsperWorks, offers a range of use cases that help businesses streamline their sales and customer relationship management processes. Users utilize Copper to track sales opportunities, clients, and prospects, allowing for efficient follow-up and driving business growth. The software's functionality extends beyond managing contacts, as it also serves as a hub for storing documentation related to quotes, waste profiles, manifests, and invoices within each client's account, contributing to organization and efficient business growth. Copper helps maintain client information and calendars for calls and emails, ensuring that important interactions and meetings are not missed. This enables sales and marketing teams to build pipelines, track prospects, and forecast opportunities effectively. Additionally, Copper integrates seamlessly with G-Suite products, simplifying lead generation, activity tracking, and pipeline reporting for Business Development and Sales teams.
Users appreciate the versatility of Copper in various business processes across multiple departments within organizations. Because it serves as a centralized platform for contact management, follow-up tasks can be automated with reminders for timely interactions with prospects. Furthermore, the software's integration with Google G-suite and other tools expands its capabilities and makes it adaptable to different workflows. Copper's robust API also allows users to integrate it with other platforms.
While some users have reported challenges with customer service experiences when dealing with additional charges or cancellation requests, overall feedback indicates that Copper is a valuable CRM tool. It is praised for its ability to organize contacts, manage workflows, export business data and metrics, and track analytics. Despite comparisons to other CRMs in terms of feature development and integrations, users acknowledge that Copper fulfills their basic CRM needs effectively.
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.
Cons:
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Limited API requests: Several users have mentioned that they encountered the error message "Request failed with status code 429." This indicates that there is a limitation on the number of API requests allowed, causing inconvenience and disruptions in their workflow.
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Lack of customization options: Some reviewers have expressed frustration over the limited customization options available in Copper. They feel restricted by the software's inability to adapt to their specific business needs, leading to inefficiencies and compromises in their daily operations.
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Steep learning curve: A few customers have found Copper to have a steep learning curve, requiring significant time and effort to fully grasp its functionalities. These users felt overwhelmed by the complexity of navigating through the software and understanding its features, which hindered their ability to utilize it effectively from the start.
Users commonly recommend trying out ProsperWorks and purchasing it if you like it. They suggest exploring the free trial of ProsperWorks as a good starting point for a basic sales platform. Additionally, users advise considering integrations with other software and getting a demonstration of how they work in the ProsperWorks environment. Another common recommendation is to update and use ProsperWorks regularly to fully benefit from its features. Users find ProsperWorks great for small or medium-sized businesses due to its affordability, ease of use, and integration capabilities. They also suggest using Gmail as the primary email software with ProsperWorks. Overall, users highly recommend ProsperWorks as the best CRM they have ever used and discourage wasting time looking at other options. They emphasize taking advantage of the support offered by ProsperWorks and asking all questions to make the most out of the platform. Lastly, users highlight that financially, ProsperWorks is a better deal than Salesforce if you primarily use Gmail.
Attribute Ratings
Reviews
(1-7 of 7)- Allows for contacts to be synced and organized directly from Gmail.
- Gives a flexible style and customizable settings to match our company's specific needs.
- Does a great job of helping us keep track of projects. We easily created a customized "Status" field with several status options that help us update the many phases of our project.
- I would always love to see added customizability to the different features of the site.
- The ability to rearrange the main components of a feature.
- The ability to combine duplicate contacts.
Bad copper experience - RUN and don't make a big mistake
- Sync with Gmail.
- Integrations.
- Automations.
- Email Marketing.
- Reading Confirmation.
- Support.
Copper deserves the Gold Medal.
- 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.
Copper is user friendly
- 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.
- 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.
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.
If you are looking for a more robust CRM system to automate opportunities and automatically move opportunities through your pipeline, then Copper is not the solution for you. Their automated work flows is quited limited.
It’s not gold, but Copper does it’s job.
- 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.