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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)
    8.1
    81%
  • Integration with email client (e.g., Outlook or Gmail) (19)
    7.6
    76%
  • Customer data management / contact management (19)
    5.3
    53%
  • 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 7.6

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 7.3

Integrations with 3rd-party Software

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

2.1
Avg 7.2

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

(1-20 of 20)
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Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
Score 9 out of 10
Vetted Review
Verified User
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

Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
Ben J. Varghese | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
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
Nathan Young | TrustRadius Reviewer
Score 1 out of 10
Vetted Review
Verified User
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.
Jay Werth | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
Kelly Wasden | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
Chris Kirksey | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
Sam Lepak | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User
Incentivized
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.
Score 5 out of 10
Vetted Review
Verified User
Incentivized
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.
Erik Viager | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
Scott Entwistle | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
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.
Daniel Coburn | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
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.
Jim Golden | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
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
Score 5 out of 10
Vetted Review
Verified User
Incentivized
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.
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