Copper as a Strategic CRM for Business Growth
August 05, 2025

Copper as a Strategic CRM for Business Growth

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

Overall Satisfaction with Copper

We use Copper as a strategic tool to ensure perfect control and visibility over our relationships with both current and potential clients. The platform plays a key role in supporting our commercial and business development efforts, helping us manage leads, track opportunities, and maintain a high standard of follow-up across the entire sales pipeline.

Pros

  • Linking with G Suite
  • Summary of information
  • Team work management

Cons

  • Showing the full contacts of a client
  • Filters
  • Advising taskworks
  • Better management of the relationship with clients
  • Accesibility to fast information
Some things have to improve, but has a good management overall.

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?

I wasn't involved with the selection/purchase process

Did implementation of Copper go as expected?

Yes

Would you buy Copper again?

Yes

The connection with G suite is the best.

Copper Feature Ratings

8.0
Customer data management / contact management
9
Workflow management
7
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
10
Interaction tracking
6
Customer Service & Support ()
Not Rated
6.0
Lead management
8
Email marketing
4
7.5
Task management
8
Reporting
7
6.7
Forecasting
7
Pipeline visualization
7
Customizable reports
6
7.0
Custom fields
9
API for custom integration
5
10.0
Role-based user permissions
10
Social CRM ()
Not Rated
8.0
Marketing automation
8
5.0
Mobile access
5

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