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
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.
Score 1 out of 10
Vetted Review
Verified User
Review Source
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
Score 10 out of 10
Vetted Review
Verified User
Review Source
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.
Score 9 out of 10
Vetted Review
Verified User
Review Source
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

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