Executive Director
December 31, 2025

Executive Director

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

Overall Satisfaction with Copper

I have used Copper for over 5 years. I find it valuable for tracking the activity of my business. I use it a lot for sending out group emails. A feature that is really valuable for me is that I am able to tag prospects so I can put them in groups for communication purposes. The ability to craft templates for campaigns is also extremely valuable.

Pros

  • Reminders
  • Tagging
  • Organizing e-mails to specific prospects
  • The help desk is very responsive.

Cons

  • I get confused with the different views on the main page
  • I am able to organize my tasks that allows me to follow-up in a timely manner, which is imperative for growing my business.
It has assisted me in building my business. I use it every day all day.
I selected Copper because it integrated my communications to the specific prospect or client

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

It is great for tracking your emails for a specific prospect and all the communication when done through the App

Copper Feature Ratings

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

Comments

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