Coppers 1 Fan
June 10, 2025

Coppers 1 Fan

Moriah Bacus, CAPM | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Copper

I use Copper to organize all of my past clients, current clients, leads, networking and referral partners. I use it to track all opportunities - that's one of primary reasons I signed up. I felt that putting a laser focus on my pipeline would help me keep my eye on the prize, and it's worked. I've set up some automations to help me save time - such as an integration with Calendly where a new contact record is created each time someone books a networking or discovery call with me.

Pros

  • Easily recording and tracking opportunities
  • Little to no learning curve with an intuitive interface
  • Easy to customize

Cons

  • My number one request is making the task scheduling increments in the desktop version in 15 minute increments instead of 30.
  • When I needed to launch my new freebie and email marketing, Copper was where I organized all my outreach to warm contacts, resulting in a mailing list of 50 people within a couple of weeks.
  • None of my opportunities are slipping through the cracks, those that are on hold are still on my radar so I can pitch my new service.
Highly intuitive interface with minimal learning curve + easy customizations and automations.
Unlike Copper, I find Hubspot not as intuitive when it comes to their dashboard and customization. Copper offers much better value without having to pay for multiple add-on modules.

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

I am such a big advocate for Copper that I became an affiliate partner. I recommend it to all my clients who are primarily coaches and consultants. Being able to have their VA work in the account is a big help. I think it's a good option for someone who's outgrown their spreadsheets and is looking to keep more detailed records on prospects. Unsure who it would be less appropriate for based on the extent of my experience with it.

Copper Feature Ratings

10.0
Customer data management / contact management
10
Workflow management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Interaction tracking
10
Customer Service & Support ()
Not Rated
5.0
Email marketing
5
CRM Project Management ()
Not Rated
10.0
Customizable reports
10
10.0
Custom fields
10
API for custom integration
10
10.0
Role-based user permissions
10
Social CRM ()
Not Rated
10.0
Marketing automation
10
10.0
Mobile access
10

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