Copper is Great
December 03, 2025

Copper is Great

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

Overall Satisfaction with Copper

We use Copper to track all of our many projects from start to finish. The pipeline feature allows up to see where is a project is at at any time and we can see the emails exchanges with project leads, allowing everyone insight into the status of the project with no one person gatekeeping all of the information. We also use it for task management and a full CRM tool.

Pros

  • Project Management
  • Task Management
  • CRM

Cons

  • Assigning tasks to more than one person
  • Greater searching capabilities. Ex, if a person is labeled as blank AND blank
  • Copper has significantly improved our efficiency because everything is in one place and people can find answers to their questions without having to interrupt someone else's work day
  • Copper has significantly improved our reporting because all of the data is now in one place and can be easily pulled into a spreadsheet and manipulated
Copper can be easy to use once it is set up but takes at least one dedicated person to get it set up in the way that works for the company. It requires at least one person to oversee to ensure everyone is using it properly and filling in data correctly
Asana was a great task management software, but lacked the CRM tool we needed. Copper provides us all of the tools we need in one software, rather than two or three.

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

Copper is a great tool to use in nearly any context, as it is very customizable. It provides task management, project management, reporting and CRM. It can be a bit daunting to set up but once you have a system in place, it is fairly easy to maintain. I love Copper.

Copper Feature Ratings

9.8
Customer data management / contact management
10
Workflow management
9
Opportunity management
Not Rated
Integration with email client (e.g., Outlook or Gmail)
10
Interaction tracking
10
Customer Service & Support ()
Not Rated
Not Rated
Lead management
Not Rated
Email marketing
Not Rated
9.0
Task management
9
Reporting
9
8.0
Forecasting
Not Rated
Pipeline visualization
Not Rated
Customizable reports
8
10.0
Custom fields
10
API for custom integration
Not Rated
8.0
Role-based user permissions
8
Social CRM ()
Not Rated
Not Rated
Marketing automation
Not Rated
Not Rated
Mobile access
Not Rated

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