Copper Review
December 07, 2025

Copper Review

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

Overall Satisfaction with Copper

I use Copper to primarily organize prospects, pipelines and send contracts. They have integrations with Portant which makes it very easy to save and send out contracts, agreements and more.

Pros

  • Integrations are great
  • Adding contact forms to my website
  • Being able to link with Google and have it as a side bar

Cons

  • I am not a fan of the feed section at all. It is too email focused, I wish it were more customizable. If I could make a main page I would want to see pipeline preview, tasks, and projects.
  • I would love a more detailed projects section. Pipelines are great, but having projects where I can save more information or share with a client would be nice.
  • Smoothed out my workflow
I wish the feed was more customizable. For me, the current feed area is useless. I wish there was a customizable dashboard or something. I already use Gmail so going into the feed to see my emails doesn't do me much good. The "Keep things moving" section, even when I X things out since they mostly don't matter they keep popping up. I also wish there were a projects section not just pipelines.

Do you think Copper delivers good value for the price?

Not sure

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

I think it is great for small business who doesn't need all the bells and whistles some CRMs provide that make it overwhelming. I love that it integrates with Google, making it easier to use regularly. I did have integration issues with Portant for a while which was a problem since I could send contracts and had to find a new way temporarily. I also currently can not log in via Google Chrome or on Gmail and I have a support ticket for that. So there are sometimes issues.

Copper Feature Ratings

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

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