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Copper

Copper

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.

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