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Starting at $25 per month per user
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Overview

What is Copper?

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

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Recent Reviews

TrustRadius Insights

Copper, formerly known as ProsperWorks, offers a range of use cases that help businesses streamline their sales and customer relationship …
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Popular Features

View all 31 features
  • Custom fields (19)
    8.0
    80%
  • Integration with email client (e.g., Outlook or Gmail) (19)
    7.6
    76%
  • Customer data management / contact management (19)
    5.2
    52%
  • Task management (19)
    4.6
    46%
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Pricing

View all pricing

Basic - Paid Annually

$25.00

Cloud
per month per user

Basic - Paid Monthly

$29.00

Cloud
per month per user

Professional - Paid Annually

$59.00

Cloud
per month per user

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttps://www.copper.com/pricing

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Starting price (does not include set up fee)

  • $25 per month per user
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Features

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

3.9
Avg 7.7

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

1.5
Avg 7.5

Marketing Automation

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

2.4
Avg 7.5

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

3.7
Avg 7.6

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

6.7
Avg 7.6

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

5.2
Avg 7.6

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.

8.4
Avg 8.3

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

2
Avg 7.2

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

2.1
Avg 7.1

Platform

7.9
Avg 7.5
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Product Details

What is Copper?

Copper is a CRM for businesses that need to manage more leads & grow customer relationships — but don't have time for data entry, repetitive admin tasks, or complicated tools.

Copper integrates with Google Workspace, so it logs emails and other interactions to the right contact automatically. Users can also see sales and relationship essentials from email threads to past interactions, files, and tasks. Copper also reminds the user to reach out to contacts and follow up on deals.

Copper boasts users among 30,000+ businesses in over 110 countries (speaking 7 languages!) in building more valuable, longer-lasting relationships.

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

Introduction to Copper CRM

Copper Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android

Frequently Asked Questions

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

Copper starts at $25.

HubSpot CRM, Pipedrive, and Salesforce Sales Cloud are common alternatives for Copper.

Reviewers rate Single sign-on capability highest, with a score of 8.7.

The most common users of Copper are from Small Businesses (1-50 employees).
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Comparisons

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Reviews and Ratings

(62)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

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:

  1. 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.

  2. 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.

  3. 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

(1-2 of 2)
Companies can't remove reviews or game the system. Here's why
Kelly Wasden | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
What started as just the Sales team, quickly grew to customer support across the org. After researching a literal PANDORA's BOX of CRM solutions out there, my company, as well as a company I consult with, went with Copper. Sales use it to quickly create and update leads and opportunities through our multiple channels of Marketing and Customer Support use it for agreement research, help questions and logging of additional information and to identify potential upsell opportunities.
  • Direct integration with Gmail: Simple and seamless integration is the KEY to a productive sales org.
  • Ease of use: If it isn't easy to use, no one will touch it no matter how pretty it is.
  • Pricing: Cost effective with added bells and whistles.
  • Would love a stronger VoIP solution built directly into Copper.
  • You can finally rename records in Copper. This was way overdue vs. what other CRMs already allow natively.
  • Additional integration support: I think the feedback at times falls on deaf ears for things people need.
Copper is INCREDIBLE for small organizations that I have found. I can't speak for the enterprise, unfortunately. Companies that are pulling their hair out trying to get sales reps to FILL in information is a key selling point here, at least for us. Using Google's Suite e.g. Gmail made switching to Copper really a no-brainer for us. Crazy as it sounds, using Copper is really fun and easy as a sales rep because it is already there inside of Gmail, making adding leads, creating opportunities just a breeze and really updating any number of accounts that you need to. It is a challenge when working with 3rd party apps like Outreach that have a slide-out bar on the right or wanting to use tasks and the side features in Gmail.
Sales Force Automation (9)
78.88888888888889%
7.9
Customer data management / contact management
90%
9.0
Workflow management
90%
9.0
Territory management
80%
8.0
Opportunity management
100%
10.0
Integration with email client (e.g., Outlook or Gmail)
100%
10.0
Contract management
100%
10.0
Quote & order management
80%
8.0
Interaction tracking
70%
7.0
Channel / partner relationship management
N/A
N/A
Customer Service & Support (3)
83.33333333333334%
8.3
Case management
80%
8.0
Call center management
80%
8.0
Help desk management
90%
9.0
Marketing Automation (2)
100%
10.0
Lead management
100%
10.0
Email marketing
100%
10.0
CRM Project Management (3)
90%
9.0
Task management
100%
10.0
Billing and invoicing management
80%
8.0
Reporting
90%
9.0
CRM Reporting & Analytics (3)
90%
9.0
Forecasting
90%
9.0
Pipeline visualization
90%
9.0
Customizable reports
90%
9.0
Customization (4)
72.5%
7.3
Custom fields
100%
10.0
Custom objects
90%
9.0
Scripting environment
N/A
N/A
API for custom integration
100%
10.0
Security (2)
95%
9.5
Role-based user permissions
90%
9.0
Single sign-on capability
100%
10.0
Social CRM (2)
90%
9.0
Social data
90%
9.0
Social engagement
90%
9.0
Integrations with 3rd-party Software (2)
45%
4.5
Marketing automation
90%
9.0
Compensation management
N/A
N/A
Platform (1)
90%
9.0
Mobile access
90%
9.0
  • Speed to call leads has increased for us over 32%.
  • Opportunities have not fallen through the cracks with collaboration efforts from CS and Sales.
  • Saves us time inputting information into just Copper vs. multiple clicks and crappy integrations with other CRMs.
More complete than SugarCRM by a long shot with reporting and ability to seamlessly integrate with ANYTHING at all. Less complicated than Salesforce Lightning from implementation and maintenance but Copper lacks deep customization ability and sheer size. Zoho CRM is a dying CRM in my opinion that, like SugarCRM, fail to innovate or just put new makeup on the same crappy overlay/process. Copper is sleek, easy to use and informative from a data perspective without having a separate certification and HUGE implementation fees attached.
  • Gmail integrations
  • Implementation
  • Overall UI and Mobile App
  • Lack of VOIP
  • Getting used to reporting was challenging
  • N/A
Yes
Love their mobile app functionality. It's slick and easier than any other CRM I have used out there. It's quick and easy to pull data and check accounts. I find myself defaulting to their app frequently. Traveling is easy as well being able to log events, send invites, etc. It's slick and easy to use which makes sales people and operations teams excited.
Any more today, I think CRM's come in at a dime a dozen. There are so many options to choose from today that it can make getting sucked in to a pretty UI rather easy. Don't be fooled since Copper is truly a Google-based CRM and we absolutely love the integrations it provides and ease of use. People just use it.
Score 5 out of 10
Vetted Review
Verified User
Incentivized
We’re using Copper as a basic CRM to track our leads for ticket sales and sponsorships for events. The main individuals who are in contact with a majority of the leads are those who use Copper the most. It helps us to keep track of our daily communications with a large number of individuals and serves as a good tool to remember to follow up, as any good CRM would.
  • 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.
Copper is great if you need a very basic CRM and don’t plan to do anything too complex. Saving people’s information and follow up reminders/tasks are really what it’s good for. If you want an actual helpful CRM that’s super user-friendly, this isn’t it.
Sales Force Automation (6)
43.33333333333333%
4.3
Customer data management / contact management
60%
6.0
Workflow management
30%
3.0
Opportunity management
50%
5.0
Integration with email client (e.g., Outlook or Gmail)
10%
1.0
Interaction tracking
60%
6.0
Channel / partner relationship management
50%
5.0
Customer Service & Support
N/A
N/A
Marketing Automation (1)
50%
5.0
Lead management
50%
5.0
CRM Project Management (2)
30%
3.0
Task management
40%
4.0
Reporting
20%
2.0
CRM Reporting & Analytics (2)
55%
5.5
Pipeline visualization
70%
7.0
Customizable reports
40%
4.0
Customization (1)
80%
8.0
Custom fields
80%
8.0
Security (2)
65%
6.5
Role-based user permissions
80%
8.0
Single sign-on capability
50%
5.0
Social CRM
N/A
N/A
Integrations with 3rd-party Software
N/A
N/A
Platform (1)
30%
3.0
Mobile access
30%
3.0
  • Copper has helped ensure we follow up with leads.
  • It has helped us track every stage of sponsorship sales for multiple events happening at the same time.
Copper is simple and free, and we didn’t have a need for a more elaborate CRM that didn’t have event specific features. We do utilize a more specific marketing flow for drip campaigns but for basic email tracking for sales, Copper does what it needs to.
No
  • Price
  • Product Features
  • Product Usability
Price was the most important factor. Since we were looking for something only slightly more complex than a spreadsheet for this particular piece of workflow, we didn’t want to pay for something complicated that we didn’t need.
Next time, I would do a few week trial of the software rather than just a demo. A demo does not let you fully dive in to feel real ease of use.
No
Support should not be paid for when trying to figure out basic tasks. If I were looking to use the system in a complex or unique way, I would expect to need the help of support but not for basic usability.
Their support team isn’t super fast to respond but they usually solve my problem—after a little back and forth—within 48 hours or so.
  • Converting a lead to a person or a person to an opportunity
  • Moving a lead along the pipeline
  • Setting follow up tasks
  • The Chrome extension/plug-in barely works
  • Adding someone as a lead by hand
  • Forwarding emails to be tracked and matched up with leads
  • reports Are difficult and clunky.
It’s average. It’s not especially easy to use but doesn’t require any special skill. It’s just clunky to click around and convert people based on the type of lead they are.
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