Item: Copper
Rating: 5
Author: Verified User

Overall Satisfaction with Copper

Use Cases and Deployment Scope

Copper used to be my previous CRM which we used in our organisation for about 4 years.

We had a pretty basic needs for a sales team of about 30-40 reps. No major automations or integrations were used.
Our Major focus was, Managing leads / signups, Working on those contacts / leads. Then moving them into a deal stage and having various pipelines for relevant teams.

Pros and Cons

Pros

Putting in contacts from your signups
Moving them to a deal
Managing of various Pipelines

Cons

Reporting - can be better for complex reports
Integrations - can add more integrations
UI / UX - Make it more intuitive

Return on Investment

For an SMB org with basic CRM usage this would be a good value add
This tool will teach you the basics of using a CRM
They have a good CSM / chat support

Usability

Copper helped us during the time when we wanted to migrate into a new CRM tool for our needs.
After a few years and adding multiple sales teams we outgrew the solution.

Alternatives Considered

HubSpot CRM and Pipedrive

We outgrew Pipedrive and moved into Copper.
After about a few years our sales teams grew and we needed a global slution for all teams across the globe, hence, moved into Hubspot.

Key Insights

Do you think Copper delivers good value for the price?

Yes

Are you happy with Copper's feature set?

Did Copper live up to sales and marketing promises?

Yes

Did implementation of Copper go as expected?

Yes

Would you buy Copper again?

Other Software Used

Brex, Seamless.AI, HubSpot CRM

Likelihood to Recommend

I would recommend Copper to anyone who is starting out with wanting a CRM for their Org. This would possibly be an Org who never has used a CRM - having Copper will help them dip their toes into the CRM tool and get acquainted in using it.

Copper Feature Ratings

Comments

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Good crm for SMB, new CRM users