Copper could be the CRM solution your company needs to excel!
June 22, 2022

Copper could be the CRM solution your company needs to excel!

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Copper

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.
  • 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.
  • 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.
I have only watched reviews of a few other CRMs before seeing Copper so I was lucky enough to find Copper early on in the search.

Do you think Copper delivers good value for the price?

Yes

Are you happy with Copper's feature set?

Yes

Did Copper live up to sales and marketing promises?

Yes

Did implementation of Copper go as expected?

Yes

Would you buy Copper again?

Yes

It worked perfectly for our company's specific workflow but it may not have the customizability for other operations.
They were quick to answer any of my questions with chat and phone support and I have never had an issue getting help.
Copper has helped me extensively keep track of not only my own but my company's workflow. With so many projects and quotes to track, it has become essential to keep me on task and not miss any of our goals. It has been a perfect fit with our specific workflow, but I don't think it has the customizability just yet to be a perfect fit for every company out there.

Copper Feature Ratings

Customer data management / contact management
10
Workflow management
10
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
10
Interaction tracking
8
Lead management
8
Task management
10
Reporting
9
Pipeline visualization
10
Customizable reports
9
Custom fields
10
API for custom integration
6
Role-based user permissions
10
Mobile access
9