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
  • Allows for contacts to be synced and organized directly from Gmail.
  • Gives a flexible style and customizable settings to match our company's specific needs.
  • Does a great job of helping us keep track of projects. We easily created a customized "Status" field with several status options that help us update the many phases of our project.
  • I would always love to see added customizability to the different features of the site.
  • The ability to rearrange the main components of a feature.
  • The ability to combine duplicate contacts.
Score 10 out of 10
Vetted Review
Verified User
Review Source
  • I think the Opportunities Pipeline is probably the best feature of the CRM. The versatility of it allows for pipelines to be made for not only sales but myriad of other ways.
  • Copper's commitment to customer satisfaction is pretty spectacular. Many CRMs aren't as dedicated to this and provide their customers with simple how to articles that fall short of being an actual help.
  • Copper's ability to sync with Google is an undersold perk. If a company relies on the Google workspace, Copper is an amazing tool to work alongside with Google.
  • Copper's ability of customization has some drawbacks...While you are able to customize some things, usually those customizations don't play well with some of the other functions (Reports, Automation). In the past it was definitely more restrictive but it seems that these instances are occurring less and less (Copper is improving the platform to accommodate the addition of customizations)
  • The implementation of the Copper Community is great in concept but in execution it probably isn't the best. Many people are most likely entering the community with a specific issue that they believe to be unique to them and do not bother scouring through posts from other users. This leads to duplicate posts that don't get aggregated together, so if the Copper team is looking to work on posts with the most upvotes, there will be an artificial deflation of posts that should actually be areas of focus.
  • The Copper gmail add-on and the mass import feature can lead to the entry of mostly blank profiles within Copper. While these features are seen to be time savers on the surface, they wind up resulting in a gigantic problem for keeping a clean and effective database of people/companies.
  • Due to Copper constantly being improved, this leads to articles and features being outdated/defunct.
Score 9 out of 10
Vetted Review
Verified User
Review Source
  • Client business name, contact information, and sales opportunities
  • Reminders to contact the client for service or sales follow up.
  • Tracks all business growth.
  • Saves files and documents that are important to future services.
  • I wish it were easier to create a dashboard to view sales and growth.
  • There are some features I would like to change but can't seem to figure out, so I just deal with not being able to, nothing major though.
  • I would like to see it offer more free links to other services such as Quick Books.
September 10, 2021

Copper is user friendly

Score 10 out of 10
Vetted Review
Verified User
Review Source
  • Reminds me of anything on the calendar
  • Easy to upload company information
  • Notifies me of other contacts for a company that I currently do not have
  • Currently, Copper has everything that I need. I only needed a few aspects with my CRM. Copper has all of them.
Nathan Young | TrustRadius Reviewer
Score 1 out of 10
Vetted Review
Verified User
Review Source
  • Seamlessly integrates with G-Suite
  • Good UI & strong feature set
  • Relatively flexible database
  • ABYSMAL customer service. Slow, rude, and not solutions oriented.
  • DECEPTIVE cancellation policy. Will charge you for 2 months after you cancel. IF you can navigate their intentionally difficult cancelation process.
  • BIZARRE user management backend that can make it impossible to recover accounts if you switch from G-Suite.
Jay Werth | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
  • Task notifications.
  • Ability to have custom fields for information and process.
  • "Pipeline" of one's donor or sales prospects to catalog and track activities step by step with a prospect.
  • Easy upload of new contacts.
  • Good response time from support agents.
  • Synchronizing with other apps is tedious and puzzling. Syncing one's phone and computer is error free and easy to set up.
  • I'd like more opportunities to attach files while working in a contact.
Kelly Wasden | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
  • Direct integration with Gmail: Simple and seamless integration is the KEY to a productive sales org.
  • Ease of use: If it isn't easy to use, no one will touch it no matter how pretty it is.
  • Pricing: Cost effective with added bells and whistles.
  • Would love a stronger VoIP solution built directly into Copper.
  • You can finally rename records in Copper. This was way overdue vs. what other CRMs already allow natively.
  • Additional integration support: I think the feedback at times falls on deaf ears for things people need.
Sam Lepak | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User
Review Source
  • One of the main benefits of Copper is real-time reports. We are able to breakdown won and lost revenue amongst our sales team and also account for projected sales revenue based on the opportunities in the pipeline and the expected close rate of those opportunities.
  • Copper has automated actions that allow us to move prospects through pipelines effectively. We set automated reminders and tasks for opportunities based on their pipeline and stage within the pipeline. These reminders and tasks are also emailed and sent as a push notification to each respective lead owner.
  • We are a big fan of the Copper newsletters. They provide a clear roadmap of what to expect from them from a product development standpoint and what to expect next. Their emails are easy to digest, and optimized for mobile. Also, they ask for user input that has been integrated into their roadmap.
  • While Copper has a quite robust API, they do not have any webhook receiver URLs. In order to effectively communicate data between Copper and another platform is through a paid Zapier account or Tray.io.
  • Automated actions are nice, but the work flow automations are extremely limited. We are not able to send users automated emails, push notifications when they enter a new stage of a pipeline.
  • More direct integrations with messaging services - transactional + marketing email services, push notification platforms, chat services.
Score 5 out of 10
Vetted Review
Verified User
Review Source
  • Easy to enter information and customized fields for the information you want to track.
  • Good at keeping track of leads in the pipeline and also customizable.
  • Easy to track emails from within the software.
  • Their Chrome plugin has somehow gotten worse and is extremely limited, making it difficult to work directly out of your inbox.
  • Very very hard to import information. It’s a slow step by step process where you have to upload multiple different spreadsheets with the same information.
  • General usability isn’t always easy. Sometimes searching won’t pull up the right information, middle initials will be stored twice, it won’t pull titles from emails, etc.
Erik Viager | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
  • The Google integration and Chrome extension automatically tracks and updates prospect and lead activity in the CRM. Data entry is simplified.
  • Copper is a very user-friendly CRM with the ability to create custom fields, multiple pipelines, sales stages, etc. It is truly customizable and far less complex than other CRMs I have used in the past.
  • Copper makes it simple to add leads manually, through Gmail or using a template and uploading a large list.
  • Great support. We are very happy with our account management team and they strive to make sure we are getting the most out of the platform.
  • Pricing is very competitive.
  • Copper automatically pulls leads' social information and picture. Sometimes this information is not accurate.
  • We did not have a successful integration with RingCentral (web phone and meeting app) but this isn't a huge drawback.
  • I am pleased using Copper and can't think of any other cons since implementation.
Scott Entwistle | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
  • ProsperWorks UI and integration with Gmail is just unmatched. It's beautiful, easy, straight forward, and a delight to use.
  • Their kanban flow for deals is awesome, and the ability to link any deal/company/person/document/calendar event with just about any other one makes drawing connections between things really simple.
  • Their reporting for activity is awesome. I used this for a period of 7 months to manage a collections team and it was invaluable to watch daily call volumes, and pull live reports to show the team at the end of the day.
  • I wish they allowed you to email from within the CRM and create calendar invites from within the app instead of just kicking you out to a Gmail window.
  • I wish they included more custom fields and email tracking in their basic plan.
Score 8 out of 10
Vetted Review
Verified User
Review Source
  • It's really intuitive and easy to use. Not much training is needed to figure out the CRM compared to other products I've used before. This is great as it cuts down on training time for the team.
  • They are relatively responsive and easy to get hold of if there are any issues.
  • It's much cheaper than other comparable CRMs.
  • I have zero visibility into any of my feature requests. I submit them frequently to my customer success person and I don't know whether they are being worked on or will ever be worked on. I'd like to see some kind of roadmap.
  • The Google Sheets add on is a nice tool but it's frustrating having to continually refresh it, I wish it would just refresh daily by itself.
  • The analytics and forecasting is not very robust, it needs a lot of number fudging on the Google Sheets add-on to give you actionable results.
Daniel Coburn | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
  • Track sales process
  • Track customer interactions
  • Integrate with tools
  • Communicate across the organization where things are at
  • Sales Report and performance
  • Sometimes its reporting gets confusing as how to pull certain things.
  • While its point of entry price is great, when you get more powerful its cost gets aligned with higher priced tools.
Jim Golden | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
  • Allows leads to be separated from prospects and not cloud up your system
  • Allows me to track where each lead is and who is following up and who isn't
  • The notes section reminds me about our last communication
  • The task lists keeps me on the ball
  • Integrates seamlessly with gmail
  • My biggest moan comes from when I wanted to work down a list of leads alphabetically and unless you open the contact in a separate window, you lose your place when you return to the contact list (ie starts back at "a").
Score 5 out of 10
Vetted Review
Verified User
Review Source
  • Email integration with Gmail/Google Apps: Feels very familiar if you're used to using Gmail and the other Google Apps, such as Google Calendar and Google Drive.
  • Pipeline management tool is flexible and easy to use.
  • API is easily extendable via a robust Zapier integration.
  • Calendaring integration was an issue we encountered as it did not create a task.
  • Strong de-dupping, click to dial, QuickBooks are integrations/features that need to be developed or improved.
  • Canceling requires emailing them and waiting to hear back.
  • Support: not as responsive as other support teams, maybe their model is to let the community answer questions and solve issues.