TrustRadius Insights
Copper, formerly known as ProsperWorks, offers a range of use cases that help businesses streamline their sales and customer relationship …
Starting at $25 per month per user
View PricingOverview
What is Copper?
Copper is a customer relationship management (CRM) built as an integration into Google Apps.
Recent Reviews
Popular Features
- Custom fields (19)8.080%
- Integration with email client (e.g., Outlook or Gmail) (19)7.676%
- Customer data management / contact management (19)5.353%
- Task management (19)4.646%
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
Features
Return to navigation
Product Details
- About
- Integrations
- Competitors
- Tech Details
- FAQs
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.
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 Integrations
Copper Competitors
Copper Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | Apple iOS, Android |
Frequently Asked Questions
Copper is a customer relationship management (CRM) built as an integration into Google Apps.
Copper starts at $25.
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).
Comparisons
Compare with
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!
- Business Problems Solved
- Pros
- Cons
- Recommendations
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:
-
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.
-
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.
-
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)Companies can't remove reviews or game the system. Here's why
We use Copper to do several things. For one, organizing our thousands of contacts at hundreds of schools throughout our territory, with them being able to be linked to each other (and to the salesperson) through organizations is extremely helpful. Secondly, we can manage our entire workflow from the opportunity to project, easily link our files related to the project through Google Drive, and everyone stays up to date with any changes or updates at all times. Thirdly, it provides an easy way to export business data, opportunities won/lost, and good metrics for the sales team.
January 04, 2022
Started out strong, but dropped off a cliff when asked to cancel
Score 1 out of 10
Vetted Review
Verified User
I selected Copper based on its integration with other sales automation tools like Reply.io. Seemed like a great fit based on the native Google integration. A good product, but turned out was not a fit for what we were looking for. I canceled the service back on 11/19/21 - and I was charged again in December. I have emailed customer service 4 times asking why the additional charge and asking for a refund. I did get an email that it would be escalated but nothing after that. There are other reviews with similar experiences. Too bad as it is a nice CRM - but if this is the way they treat customers who try to leave, it's pretty slimy....... Since they won't respond to my 4 emails, I have to do chargeback in order to get my money back
November 29, 2021
Bad copper experience - RUN and don't make a big mistake
Score 1 out of 10
Vetted Review
Verified User
I used Copper mainly to organize my inbound leads (that were generated from my website). More like a sales tool than a marketing tool.
November 09, 2021
Copper deserves the Gold Medal.
We use Copper across multiple departments within my company. The Business Development team uses it for prospecting, the Sales team uses the Opportunities Pipelines to track our sales process with prospects, The individuals responsible for hiring new employees use the Opportunity Pipeline to track the interview and onboarding process, and the Executive team uses an export of some Copper data to track performance metrics within the company. Copper's integration with the Google G-suite is one of the main reasons we chose this CRM over others and we utilize those integrations daily. Our Marketing team even uses Copper to feed contact information to Mailchimp via Zapier. It's proving to be an extremely versatile tool for all of our business processes.
September 11, 2021
Copper: Easy to set up and use
Score 9 out of 10
Vetted Review
Verified User
We use Copper to track sales opportunities, as well as our clients' and prospects' information. Then we use that to follow up and drive business. All documentation related to quotes, waste profiles, manifests, and invoices are also saved within each of our clients' accounts. This tool has not only helped keep us organized, but it has also contributed to the efficient growth of our business for the past two years.
September 10, 2021
Copper is user friendly
I am a small company and the only person using Copper. I use it to maintain my client's information and to keep my calendar for calls and emails. Copper helps my company with making sure I do not miss any important calls, emails, or meetings. When I increase the size of my company, everyone will use Copper.
September 10, 2021
StandardC and Copper
We use the CRM tool for all lead management for new customers' sales, investment, and process flow.
July 27, 2021
Copper the new Gold!!
Copper [(formerly ProsperWorks)] is being used by the sales team as well as the marketing team primarily to build pipelines, track prospects, and forecast opportunities. Inside sales involves a lot of high-touch transactions over phone and email. Copper not only helps capture and qualify those actions on leads quickly but also automates repetitive tasks and logs activity so that the team can effortlessly manage a high volume of leads. With email-open tracking and deal alerts, we are able to prioritize the hottest leads and generate pipeline faster.
February 06, 2021
TERRIBLE customer service. DECEPTIVE cancellation policy. Avoid.
Score 1 out of 10
Vetted Review
Verified User
Copper was selected as a replacement for Hubspot as our business grew. It seemed like it offered many of the features that Hubspot's paid tiers do at a fraction of the cost. The integration with G-Suite was the cherry on top. We integrated it across all customer-facing roles and were happy until it came time for us to cancel after a change in business ownership.
March 12, 2020
Copper works like "gold" for me
The first year I used Copper was self-directed. This year I am beta-testing Copper for use by individuals who manage fundraising campaigns for our client. There are many steps to convert a donor prospect to a donor and I'm able to catalog the steps in Copper as a CRM and project manager tool.
What started as just the Sales team, quickly grew to customer support across the org. After researching a literal PANDORA's BOX of CRM solutions out there, my company, as well as a company I consult with, went with Copper. Sales use it to quickly create and update leads and opportunities through our multiple channels of Marketing and Customer Support use it for agreement research, help questions and logging of additional information and to identify potential upsell opportunities.
We use Copper daily. Our whole organization uses it as a detailed client contact book, as well as to keep track of new prospects (the last time we called or emailed them). It's awesome because it really helps us know when to get in contact with someone via automated reminders that were set up in Copper.
Copper is our CRM and is only used for our sales team. Our products are a mobile app and website that generate leads that go into Copper in which our sales team is able to qualify and view all communication with prospects and move them along the appropriate pipeline.
One of the main problems that Copper solves for us is integrating with Slack and their mobile app to update us real-time of new leads. Also, a nice feature of Copper is their integration with G Suite (since Copper is a Google Product), that keeps track of all communication with each prospect.
From a more technical perspective, Copper has a quite robust API that allows us to connect our mobile app attribution platform, Slack, PostgresSQL, and chatbot Intercom.
One of the main problems that Copper solves for us is integrating with Slack and their mobile app to update us real-time of new leads. Also, a nice feature of Copper is their integration with G Suite (since Copper is a Google Product), that keeps track of all communication with each prospect.
From a more technical perspective, Copper has a quite robust API that allows us to connect our mobile app attribution platform, Slack, PostgresSQL, and chatbot Intercom.
March 01, 2019
It’s not gold, but Copper does it’s job.
We’re using Copper as a basic CRM to track our leads for ticket sales and sponsorships for events. The main individuals who are in contact with a majority of the leads are those who use Copper the most. It helps us to keep track of our daily communications with a large number of individuals and serves as a good tool to remember to follow up, as any good CRM would.
November 27, 2018
Copper - A CRM as good as gold!
Copper, formerly ProsperWorks, is used by the Business Development and Sales team at the agency I represent. We are a team of 7 and were looking for a new CRM solution after moving away from Saleforce. We had done extensive research and found that Copper was the best fit for what we are trying accomplish with our CRM. Copper is a simple to use, user-friendly CRM that integrates perfectly with G-Suite. The integration with G-Suite products is what really caught our eye. Copper is the #1 CRM for organizations who use G-Suite products (Gmail, Google Calendar, etc.). We use Copper for day-to-day lead generation and management, activity and opportunity tracking, and pipeline reporting.
September 14, 2017
ProsperWorks is the best CRM out there for SMBs
Our organization uses ProsperWorks as the sales and customer CRM. We track all our open deals, take notes on our interactions with customers, and essentially make it our book of truth. It addresses a ton of problems because without a CRM the left hand wouldn't know what the right hand is doing! We have a lot of different accounts, and some people could be calling on the same ones, so this helps us pick up where we left off and track the progress.
September 08, 2017
Lightweight, Easy to Use, Google Apps Integrated CRM
ProsperWorks CRM is being used across the whole organization to track our sales and manage our pipeline. It gives us visibility into the open opportunities so we don't drop the ball, make predictions about our future sales, and have visibility into our analytics. We also use ProsperWorks CRM to track our outstanding invoices.
March 24, 2017
Google's ProsperWorks CRM is here to play
All businesses should have a CRM, what makes the decision is cost, flexibility, and integrations. This is now a Google product and since we use Google Apps it was a no brainer. We have all of our client success and sales on ProsperWorks and are happy we have it. We have added substantial customized workflows and fields to the system and are continuing to tweak it. Before you start a sales process, start with your CRM! It will take time to set it up, but it will take longer to backfill massive amounts of data.
February 17, 2017
ProsperWorks for a real estate office
We use it as the basis for our daily planning, contact management and follow up. It allows us to keep all our clients in one place, develop our own terms on which to follow up with them and log all our contacts with them. Additionally it allows us set up action plans for current sales and prospected customers.
November 01, 2016
ProsperWorks amazing Gmail integration for small teams
We tested ProsperWorks for a few months and ultimately decided it wasn't best for us. It was tested by a small department, in prep for rollout across the org. The tool we were going to replace has been around for years and ultimately, we felt that Prosperworks wasn't as far as other CRMs in terms of feature development and integrations.