Handy CRM tool with Gmail integration and customization
November 07, 2025

Handy CRM tool with Gmail integration and customization

Jennifer Radke | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with Copper

Copper is our primary CRM. We use the tool to track potential clients, current clients, and past clients. I love that it tracks through Gmail and keeps a record of email communication. At this time we are a team of one utilizing Copper, but have used multiple users in the past and appreciate the tracking. They are always working to offer additional training and support options. A good tool.

Pros

  • Tracks email communication
  • Allows customization for the pipeline
  • Filters allow for narrowing in on certain activities or tasks

Cons

  • Set-up and training were lacking when I started using the platform years ago. Leading to a slower understanding of all of the potential features.
  • I'd prefer the option to add additional emails to the system without needing to add a user. For example, the support email in addition to our main CRM user.
  • This has allowed me to put all customers into one tracking system and offer multiple layers of follow up.
The tool is pretty intuitive, but the more customization you use, the more you may need additional support.

Do you think Copper delivers good value for the price?

No

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 is fairly expensive for larger teams, but this does offer a ton of customization and reporting.

Copper Feature Ratings

Customer data management / contact management
9
Workflow management
6
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
9
Interaction tracking
8
Lead management
7
Email marketing
5
Task management
8
Reporting
9
Forecasting
5
Pipeline visualization
7
Customizable reports
8
Custom fields
9
API for custom integration
5
Role-based user permissions
8
Marketing automation
5
Mobile access
7

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