Using Copper to track and build project management
November 24, 2025

Using Copper to track and build project management

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

Overall Satisfaction with Copper

My company uses Copper to track and record sales of products that are bidding and sold in the construction industry. Copper solves the issue of having to keep several Excel sheets up to date with various information that has to be shared between multiple people.

Pros

  • Organization
  • Workflow
  • Access

Cons

  • Easier option to add commission calculations
  • Different ways to share pipeline with limited information for different users
  • Cheaper account options
  • More sales from scheduled follow up tasks
  • Filtering process on pipeline is not always accurate. When exporting some listings are often missed causing project follow up issues
Copper seems intimidating at first glance but it is actually very user friendly. It’s easy to learn and get your pipeline set up for a workflow that meets any industry. The service through the chat bubble is also very quick and reps are always happy to help explain or send tutorial videos to watch.

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

Well suited: when manually entering projects into the pipeline to track until sold.
Not suited: for AI integration features that want to automatically add to the pipeline. Creates duplicate listings and creates a mess.

Copper Feature Ratings

8.2
Customer data management / contact management
10
Workflow management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
7
Interaction tracking
4
Customer Service & Support ()
Not Rated
Marketing Automation ()
Not Rated
8.5
Task management
10
Reporting
7
10.0
Pipeline visualization
10
10.0
Custom fields
10
Security ()
Not Rated
Social CRM ()
Not Rated
Integrations with 3rd-party Software ()
Not Rated
Platform ()
Not Rated

Comments

  • Melanie Raffa | TrustRadius Reviewer
    Melanie Raffa
    commented a day ago
    Hi there, Thank you for taking the time to share your feedback with us. It has been passed on to the team. Were glad to hear you've had an overall positive experience with the Copper team and that our platform has helped you move away from spreadsheets. I'm sorry to hear about the export glitch. I'd recommend reaching out to our team via the in-app chat to provide further info so we can capture that bug or email support@copper.com. Thanks Melanie at Copper

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