Its incredible. Dont wait
June 18, 2025

Its incredible. Dont wait

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

Overall Satisfaction with Copper

We use it as our digital client log. It addresses help keep all client communication over the years, throughout different sales reps and accounts in one place, and makes the ease of connecting all the details for us in one place. we love that all the emails automatically pull in from gmail. We don't use too much of the reporting for our business, but definitely aim to make better use of this in the future.

Pros

  • Keep track of client communication
  • Help us find clients in the system rapidly
  • Help us follow up with the automatic task triggers
  • Super easy to use and really intuitive and quick to pick up

Cons

  • Ability to simplify the features further, and remove fields that don't apply to our organization
  • Ability to customize fields even further with different names based on how we use it
  • Adaptability for different industries - we are in hospitality, so if it would connect to Caterease - our contract writing software that would be incredible!
  • Help us keep track of client names, numbers and emails, and find information on them when they say they haven't called us before
We love it! Super easy to use and really quick to pick up -- we love the user interface.
It's the perfect bridge between advance for our needs, and simple for our team to actually use it, and learn it quickly.

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 absolutely perfectly meets our needs. Our team was using an excel document previously, and this is an incredible step up!

Copper Feature Ratings

Customer data management / contact management
9
Workflow management
7
Opportunity management
6
Integration with email client (e.g., Outlook or Gmail)
9
Interaction tracking
7
Lead management
10
Email marketing
7
Task management
7
Reporting
7
Forecasting
Not Rated
Pipeline visualization
7
Customizable reports
7
Custom fields
7
API for custom integration
10
Role-based user permissions
9
Marketing automation
Not Rated
Mobile access
8

Using Copper

ProsCons
Like to use
Relatively simple
Easy to use
Technical support not required
Well integrated
Consistent
Quick to learn
Convenient
Feel confident using
Familiar
None
  • Search
  • Add a new client, opportunity, company
  • Pipeline management is beautiful and simple to understand
  • Pulling reports
  • finding reportst hat were pulled
  • Automation - it's too limited and general right now, and doesn't yet have the features that would be helpful to me

Comments

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