Copper is a great choice for small businesses
December 01, 2025

Copper is a great choice for small businesses

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

Overall Satisfaction with Copper

Copper does a great job helping us manage our pipelines of potential customers for various projects. Some of these projects are sales and others are workflow oriented. It also helps us track interactions with key accounts and manage our knowledge around customers contact information. Additionally, we can manage and track other key stakeholders.

Pros

  • Copper tracks our interactions with customers
  • Copper helps us organize workflow
  • Copper helps us manage bulk emails.

Cons

  • It would be helpful to have better reporting for open rates
  • It would be helpful to have clearer segmentation
  • It would be helpful to automate email sends without having to pay for the upgrade.
  • The tool has helped us manage turnover by keeping our conversations with clients in one place.
  • It has helped us organize customer documents by providing a place we can store them all.
  • It has allowed us to email many people at once saving time through the bulk email feature.
Copper is simple to use and it's simple to figure out the additional functionality you may need or want to use. There are a lot of support articles and the support itself is great. But it's also fairly simple to figure out on your own. It integrates easily with Google Workspace as well.
Zoho is a bit more powerful with more functionality, but it takes a lot more technical knowledge to implement the CRM as one might desire. It also doesn't have the same native integrations we needed so it didn't make sense to choose the platform. It's also an entire ecosystem that it's easier to buy into more and more products.

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

For small businesses and businesses that use Google Workspace, Copper is a great solution. It integrates well with Google, boosts features and capabilities of email, and provides an easy to use CRM system. It's also cost effective. For larger organizations, a more powerful tool is recommended that is more customizable. Might not work well outside of google either.

Copper Feature Ratings

8.8
Customer data management / contact management
9
Workflow management
9
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
10
Interaction tracking
7
Customer Service & Support ()
Not Rated
8.0
Lead management
8
Email marketing
8
6.0
Task management
9
Reporting
3
6.0
Forecasting
5
Pipeline visualization
10
Customizable reports
3
8.5
Custom fields
10
API for custom integration
7
10.0
Role-based user permissions
10
Social CRM ()
Not Rated
7.0
Marketing automation
7
9.0
Mobile access
9

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