Copper

Copper

About TrustRadius Scoring
Score 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 …
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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

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Video Reviews

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Pricing

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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

Reviews

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