Item: Copper
Rating: 7
Author: Verified User

Overall Satisfaction with Copper

Use Cases and Deployment Scope

Copper is used as a database for our contact information and relationships with customers and new leads. It can be helpful for creating new, filtered mailing lists about specific events. Given the customizable fields Copper allows, I think there is a lot of room for improvement in the reporting features and the Leads/filtering workflows.

Pros and Cons

Pros

Customizable fields.
Interaction visibility.
User interface design.

Cons

Reporting (inclusion of more custom fields).
Leads workflow (once made into a Contact, they should still be trackable as having once been a Lead).
Filtering (allowing for better customization of fields to include and exclude at the same time).

Return on Investment

It's been helpful to have another place to track customer interactions, maintaining consistency and preventing redundant outreach.

Usability

Copper can manage a lot of information and interact with other apps well, but the reporting features need a lot of improvement.

Key Insights

Do you think Copper delivers good value for the price?

Not sure

Are you happy with Copper's feature set?

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?

I wasn't involved with the implementation phase

Would you buy Copper again?

Yes

Other Software Used

Notion, Google Sheets, Intuit Mailchimp, SurveyMonkey, Looker Studio

Likelihood to Recommend

Copper is well-suited to creating new mailing lists and targeting announcements based on different customized fields. Copper is less appropriate for reporting based on customer interactions and leads.

Copper Feature Ratings

Comments

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My Copper Experience 5 Years In.