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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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 allowed us to keep the customer up to date with the status of their project at any time and that is essential to repeat business.
  • Copper has greatly increased our communication with our customers overall.
  • Copper has greatly increased the overall organization of our company and the company's workflow.
Score 10 out of 10
Vetted Review
Verified User
Review Source
  • The ability to nurture abandoned prospects via Sequences has proven to be a great tool for our Business Development Team. Rather than leaving the nurturing to Marketing, the BD Team is able to play a more active role in reviving abandoned Opportunities with a higher potential for conversion to clients.
  • Probably the biggest positive impact Copper has had for our company is its ability to export to Sheets. As a financial services company, we live inside of spreadsheets and are constantly crunching numbers. Being able to pull important data out of Copper and into a tool like sheets has allowed us to create a robust series of charts and metrics enabling us to tweak our performance for the better.
  • The biggest negative impact Copper has had on our overall business might be in the inability to track interactions between members of our company that don't have Copper licenses. While we don't need every member of our company to use all of the features within the CRM platform, the lack of email tracking for all people within our company causes the interaction counts for prospects/clients to be skewed and not reflect the true count of total interactions.
Kelly Wasden | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
  • 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.
Sam Lepak | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User
Review Source
  • Being a paid user with many Copper team members, we have definitely reaped the benefit of reports by pipeline, along with financial projections, and determining ROI of paid media channels with opportunity lead sources.
  • Copper has also allowed us to have effective sales meetings where our team members go through their pipelines and collaborate together on opportunities and share learning points that help the rest of the sales team avoid similar mistakes.
Erik Viager | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
  • Copper has simplified our CRM and makes it easy for the sales team to keep track of leads and opportunities.
  • Copper has allowed us to save money as it is a fairly competitively priced platform.
  • Copper has simplified our workflow, allowing us to work more efficiently and save time from tedious data entry.
Scott Entwistle | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
  • I used ProsperWorks at a startup with around 100 people that was undergoing a serious sales crisis. ProsperWorks, I would say, was the number one tool to turn around the sales team as it allowed one book of truth and one place where every one could finally be on the same page.
  • It's hard to judge ROI on the joy of using a well designed product. After using SFDC or HubSpot or any other CRM, ProsperWorks will feel like a Ferrari. Everything is fast, everything is smooth, and it's lightweight in a good way.
  • The ROI was excellent based on a productivity stand point. Being able to pull up daily activity reports went a LONG way to ensuring the sales team was hitting their marks, and getting done what they need to get done.
Score 5 out of 10
Vetted Review
Verified User
Review Source
  • While we tested it out and it didn't work well for us, this CRM could be great for smaller teams (especially those launching). It's quite pricey compared to some other alternatives, so the only way to get ROI is if you're already using Google Apps, then Prosperworks will save you time vs. a learning curve with other CRMs that are not as integrated into Google and as intuitive.