Copper

Copper

About TrustRadius ScoringScore 6.0 out of 100
Copper

Overview

Recent Reviews

Copper deserves the Gold Medal.

10 out of 10
November 09, 2021
We use Copper across multiple departments within my company. The Business Development team uses it for prospecting, the Sales team uses …
Continue reading
Verified User
Employee

Popular Features

View all 31 features

Integration with email client (e.g., Outlook or Gmail) (19)

8.2
82%

Custom fields (19)

8.0
80%

Customer data management / contact management (19)

5.9
59%

Task management (19)

4.7
47%

Reviewer Pros & Cons

View all pros & cons

Video Reviews

Leaving a video review helps other professionals like you evaluate products. Be the first one in your network to record a review of Copper, and make your voice heard!

Record

Pricing

View all pricing

Basic

$25.00

Cloud
per month per user

Professional

$59.00

Cloud
per month per user

Business

$119.00

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

Features Scorecard

Sales Force Automation

4.6
46%

Customer Service & Support

3.4
34%

Marketing Automation

2.8
28%

CRM Project Management

3.8
38%

CRM Reporting & Analytics

6.3
63%

Customization

5.2
52%

Security

8.4
84%

Social CRM

2.1
21%

Integrations with 3rd-party Software

2.0
20%

Platform

7.3
73%

Product Details

What is Copper?

Depending on the size of the user's business, the Copper CRM solution has features encompassing marketing automation and nurturing, to lead management, within a customer relationship [CRM] tool.

Sales Management

Copper's features depend on the edition required. A list of features follows:
  • Leaderboard (Business)- Spark friendly competition with sales leaderboards that show who the top performers are by revenue, meetings set, calls made, and emails sent.
  • Lead Management (All Plans) With the CRM system, manage new leads through a qualification process to build sales pipeline and win new business. Recommended for project management.
  • Lead Generation (All Plans) - Support lead generation efforts, capture, nurture, and convert more leads to customers, right from Gmail.
  • Lead Tracking (All Plans) - Spend less time tracking, organizing, and managing sales prospects—and focus on converting leads to customers.
  • Opportunity Management (All Plans) - Use the CRM Product, and track deal progress with visual pipelines, which can feature opportunities with social media, customer experience, and marketing, from lead to close
  • Sales Management (All Plans)- Sales management tools, automation, and insights that grow your business.
  • Sales Process Management (All Plans) - Define and create sales stages, forecast future revenue, and identify problem areas in a funnel.
  • Sales Funnel Management (All Plans) Qualify, track, and measure the opportunities in a sales funnel to nurture them into thriving customers.
  • Sales Workflow (Professional & Business Plan) - Automate tedious and repetitive sales tasks with sales workflow to drive efficiency throughout the sales process.
  • Inside Sales (All Plans) - Get a complete view of inside sales pipeline by tracking important customer data and work opportunities more efficiently.
  • Sales Tracking (All Plans) - Track sales data of any kind, in any timeframe, so users can estimate the close date of each deal and know if the sales quota will be hit.
  • Sales Forecasting (All Plans) - Built-in sales forecast reports display potential revenue by expected close date to keep a pulse on a pipeline, plan ahead and course correct.
  • Sales Analytics (All Plans) - Get the insights needed to make better decisions, and coach a sales team to success.
  • Sales Dashboards (All Plans) - View critical sales insights with a set of dashboards that keep a pulse on sales opportunities.
  • Pipeline Management (All Plans) - Build and customize multiple pipelines to manage different business processes for any team, service or line of business.
  • Pipeline Reporting (All Plans) - Quickly see all open opportunities and their associated value in each stage of the sales process.
  • Pipeline Analysis (All Plans) - Track, measure, and analyze on key sales pipeline metrics to ramp up sales performance, stay on target, and hit goals.
  • Goal Tracking (Business) - See how sales numbers are tracking and where they are headed to end the quarter against a goal.
  • Multiple Currency (Business) - Record, report and manage opportunities in multiple currencies and get real time currency conversions.

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: 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 Integrations

Copper Competitors

Copper Technical Details

Deployment TypesSaaS
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android

Comparisons

View all alternatives

Frequently Asked Questions

What is Copper?

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

How much does Copper cost?

Copper starts at $25.

What is Copper's best feature?

Reviewers rate Single sign-on capability highest, with a score of 8.9.

Who uses Copper?

The most common users of Copper are from Small Businesses (1-50 employees) and the Marketing & Advertising industry.

Reviews and Ratings

 (58)

Ratings

Usability (11)

4.7
47%

Support Rating (13)

2.9
29%

Reviews

(1-20 of 20)
Popular Filters
Companies can't remove reviews or game the system. Here's why
June 22, 2022

Copper could be the CRM solution your company needs to excel!

Verified User
Technician in Customer Service
Higher Education Company, 1-10 employees
Score 9 out of 10
Vetted Review
Verified User
Review Source

Likelihood to Recommend

Copper has helped me extensively keep track of not only my own but my company's workflow. With so many projects and quotes to track, it has become essential to keep me on task and not miss any of our goals. It has been a perfect fit with our specific workflow, but I don't think it has the customizability just yet to be a perfect fit for every company out there.
November 09, 2021

Copper deserves the Gold Medal.

Verified User
Employee in Other
Financial Services Company, 51-200 employees
Score 10 out of 10
Vetted Review
Verified User
Review Source

Likelihood to Recommend

Honestly, I think Copper is a great CRM for any startup. They're small enough to where they are very accommodating to their clients but large enough to have a ton of integrations with other business tools that a company may use. The toughest thing with Copper is when your business model may not revolve around a set Value derived from each customer. If your company doesn't view a sale/client as set dollar amount, a lot of the features, KPIs, etc. become essentially useless.
September 11, 2021

Copper: Easy to set up and use

MC
Mark Caliendo
Director of Sales
Invert Environmental (Environmental Services, 1-10 employees)
Score 9 out of 10
Vetted Review
Verified User
Review Source

Likelihood to Recommend

It is very easy to use to enter client information and opportunities, as well as follow-up tasks. I use the program every day to set myself up with a client follow-up list on a specific day each week when I either call a client, follow up on an opportunity, or simply schedule a service for them.
September 10, 2021

Copper is user friendly

JT
Jason Tenzer
President
Golf Advisory Council (Sports, 1-10 employees)
Score 10 out of 10
Vetted Review
Verified User
Review Source

Likelihood to Recommend

Copper is well suited for companies that really need to keep an up to date calendar, keep all of their clients and contacts in one space, and to make sure you do not miss any important calls, meetings, or any type of client interaction. So far, I do not have a scenario where Copper hasn't worked for me.
July 27, 2021

Copper the new Gold!!

Ben J. Varghese | TrustRadius Reviewer
Ben J. Varghese
Manager, Sales Readiness
Nytro (Computer Software, 51-200 employees)
Score 8 out of 10
Vetted Review
Verified User
Review Source

Likelihood to Recommend

Positives for [Copper (formerly ProsperWorks)]:
-G Suite Compatibility: An industry problem Copper CRM is focused on solving is the lack of integration with current software systems like G Suite. Copper CRM is fully compatible with G Suite, and it is the only sales automation solution endorsed by Google.
-Copper CRM is focused on the time-to-value ratio. It aims to provide the maximum value possible while limiting the time it takes for its users to input data manually. Some of its features include workflow and task automation for users who sign up for the two higher tiers.
-Simplicity: Copper CRM is designed to be simple. The software has a handy sidebar where users can search for tasks, tracked emails, opportunities, and companies. A link to contact the Support team is also included. If users have issues, they can simply reach out to this team.
-Quick Onboarding: Setting up or switching to Copper is a quick and painless experience. Copper focuses on getting new users set up within days, not weeks or months like some of its competitors.

Negatives:
-Lack of Features: The biggest drawback of Copper CRM is the lack of features it provides its users. It is designed for simplicity. Therefore, it is missing many of the advanced features offered by its competitors. For example, it doesn’t offer users a dedicated account manager, and click-to-call requires third-party software.
-Lack of Flexibility Outside G Suite
February 06, 2021

TERRIBLE customer service. DECEPTIVE cancellation policy. Avoid.

Nathan Young | TrustRadius Reviewer
Nathan Young
Managing Director
Aux Creative (Marketing & Advertising, 1-10 employees)
Score 1 out of 10
Vetted Review
Verified User
Review Source

Likelihood to Recommend

Copper was honestly a good CRM solution that provided a relatively advanced feature set packaged in an easy to use UI. I honestly would have recommended it to many people had I not had such a terrible experience when canceling and considered using it again in the future. But their TERRIBLE customer service and DECEPTIVE cancellation policy make me unable to recommend working with this company at any time for any reason. Consider Hubspot, Pipedrive, or Insightly instead.
March 12, 2020

Copper works like "gold" for me

Jay Werth | TrustRadius Reviewer
Jay Werth
Partner / Campaign Manager
Convergent Nonprofit Solutions (Non-profit Organization Management, 11-50 employees)
Score 9 out of 10
Vetted Review
Verified User
Review Source

Likelihood to Recommend

Copper is well suited for sales or donor prospect information and activity. I'm not sure how well it works with multiple users in the same company with the ability of supervisors to monitor activity by individual users. If one is merely looking for contacts storage this product would be overkill. I find Copper adequate for my project management purposes. My guess is that there are other programs dedicated solely to project management that might provide better workflow, etc.
April 11, 2019

Copper CRM: The real diamond in the rough that aims to destroy an old school giant

Kelly Wasden | TrustRadius Reviewer
Kelly Wasden
Sr. Account Executive
Motivosity (Human Resources, 11-50 employees)
Score 9 out of 10
Vetted Review
Verified User
Review Source

Likelihood to Recommend

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.
April 10, 2019

Incredibly awesome CRM with incredibly awesome support, all at the perfect price

Chris Kirksey | TrustRadius Reviewer
Chris Kirksey
Founder, CEO
Direction.com (Marketing and Advertising, 11-50 employees)
Score 10 out of 10
Vetted Review
Verified User
Review Source

Likelihood to Recommend

A specific scenario where Copper is well suited is when I receive emails from people in Gmail. Copper makes it extremely simple to add them as a new contact to my address book, and then also sync that new contact with my Google address book. I haven't run into a scenario where it's less appropriate to use Copper.
March 02, 2019

Copper is nice for beginner CRMs, if you want a robust platform look elsewhere.

Sam Lepak | TrustRadius Reviewer
Sam Lepak
Head of Digital Marketing
YachtLife (Internet, 11-50 employees)
Score 6 out of 10
Vetted Review
Verified User
Review Source

Likelihood to Recommend

Copper is well suited for keeping track of sales reporting, being able to track by pipelines, sales member, and weighted probability reports. At a high level, Copper has a solid UI/UX and is a simple CRM solution.

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.
March 01, 2019

It’s not gold, but Copper does it’s job.

Verified User
Manager in Other
Events Services Company, 1-10 employees
Score 5 out of 10
Vetted Review
Verified User
Review Source

Likelihood to Recommend

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.
November 27, 2018

Copper - A CRM as good as gold!

Erik Viager | TrustRadius Reviewer
Erik Viager
Manager, Business Development
Manifest LLC (Marketing and Advertising, 51-200 employees)
Score 9 out of 10
Vetted Review
Verified User
Review Source

Likelihood to Recommend

Copper is the perfect CRM for businesses and organizations that use G-Suite. It integrates seamlessly with Google products and makes data entry a thing of the past. With a simple click, you can import leads from your Gmail conversations or import a prebuilt list in a matter of minutes. Copper is truly customizable and is very easy to make the CRM work for you. It is very easy to create custom fields, manage leads, people and opportunities, and run reports on user activity, pipelines, and more. I think Copper is less appropriate for organizations that may need very complex CRM environments and do not leverage Gmail or G-suite products. Copper is the CRM for Google users.
September 14, 2017

ProsperWorks is the best CRM out there for SMBs

Scott Entwistle | TrustRadius Reviewer
Scott Entwistle
Founder
Predictable Hire (Human Resources, 1-10 employees)
Score 10 out of 10
Vetted Review
Verified User
Review Source

Likelihood to Recommend

Prosperworks is 100% best used if you are a G Suite customer. In my opinion, if you use G Suite as a company then you should use Prosperworks as your CRM. The only exception to that is if you have other programs that heavily tie into reporting features of SFDC. However if you're just looking for a solid CRM to track all your notes, activity, collaborate with your team, and run activity reports - ProsperWorks is a pleasure to use and will not disappoint.
September 08, 2017

Lightweight, Easy to Use, Google Apps Integrated CRM

Verified User
Manager in Sales
Education Management Company, 11-50 employees
Score 8 out of 10
Vetted Review
Verified User
Review Source

Likelihood to Recommend

ProsperWorks CRM is good if you want a lightweight solution to give you insight into your current sales that integrates completely with Google Apps and Gmail. You'll need to invest in something more robust like a Salesforce if you want lots of integrations, better analytics/reporting and more complicated work/user flows in your CRM.
March 24, 2017

Google's ProsperWorks CRM is here to play

Daniel Coburn | TrustRadius Reviewer
Daniel Coburn
COO (Chief Operating Officer)
Agility Digital (Marketing and Advertising, 11-50 employees)
Score 8 out of 10
Vetted Review
Verified User
Review Source

Likelihood to Recommend

It is great for small businesses that use Google Apps. If you are using Google Apps you should give ProsperWorks CRM a look. It is very powerful and with its ability to track emails and conversation it will help with client retention, especially if you have a sales or support individual leave the company.
February 17, 2017

ProsperWorks for a real estate office

Jim Golden | TrustRadius Reviewer
Jim Golden
Owner/ Associate Broker and Sales Associate
Final Kick Sports (Real Estate, 1-10 employees)
Score 8 out of 10
Vetted Review
Verified User
Review Source

Likelihood to Recommend

I can't speak to less suited for, but we ventured into using it as a real estate office slightly blind. It took as a while to set it up the way we wanted it. It offers more flexibility than a RE specific program ie. top producer, wiseagent and it works directly with google and gmail
November 01, 2016

ProsperWorks amazing Gmail integration for small teams

Verified User
Vice-President in Corporate
Internet Company, 11-50 employees
Score 5 out of 10
Vetted Review
Verified User
Review Source

Likelihood to Recommend

It's great for really small teams that don't have a legacy process to follow, especially if you are using Google Apps. For that type of company, there will not be much of a learning curve and the product will have the key features your small team needs. While it's quite pricey for what you currently get, I hear there's a lot of development going into the product.