MWG COPPER
July 05, 2025

MWG COPPER

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

Overall Satisfaction with Copper

We use Copper as our central CRM to streamline our entire sales process and client management. It helps our team stay focused and aligned by organizing multiple pipelines, managing client relationships, and tracking project progress — all in one platform.

Even as a hyper-local company with a small team (6–8 members), Copper plays a critical role in keeping departments connected and workflows efficient. It solves the challenge of disjointed communication and scattered data, enabling us to deliver a consistent and organized experience for our clients and internal team.

Pros

  • Helps sales visually see all moving leads/prospects
  • Allows for easy access on both desktop/mobile
  • User interface is fairly straightforward

Cons

  • Window change: for mobile - when you tap on a card from a pipeline it takes you to the lead’s basic info. I wish it would immediately just open all activities so I can quick see notes
  • I usually use Copper on the go. When you open the Copper app, it immediately opens a collab window. I wish it had some sort of easy dashboard….plus a notes area. I open Copper on mobile to quickly search for someone’s name or to take quick notes from a sales meeting
  • I’ve used several CRM’s and Copper allowed me to come, manage clients and quickly scale our business.
I think it’s pretty darn close being perfect but sometimes the mobile experience lacks

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 think for a CRM the system is really good. I do wish there was capabilities to only live within Copper for all things: email/asset uploads/graphics etc Imagine current Copper + google drive + stripe payments + Canva

Copper Feature Ratings

Customer data management / contact management
10
Workflow management
2
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
8
Interaction tracking
5
Lead management
10
Email marketing
Not Rated
Task management
Not Rated
Reporting
Not Rated
Forecasting
Not Rated
Pipeline visualization
Not Rated
Customizable reports
Not Rated
Not Rated
Custom fields
Not Rated
API for custom integration
Not Rated
Not Rated
Role-based user permissions
Not Rated
Marketing automation
Not Rated
Mobile access
4

Comments

  • Jessica Andrews | TrustRadius Reviewer
    Hi Michael so glad to hear youre enjoying Copper Ive passed along your comments about the mobile app to our product team. - Jessica VP Marketing

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