Accessible CRM for SMBs.
January 26, 2026

Accessible CRM for SMBs.

Nicole Long, CPA | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Copper

I use Copper to track all communications with my clients. I love the ability to see all documents exchanged with each person on their profile. I also create unique attributes and organize my clients into groups to quickly email them information on tax preparation, upcoming deadlines, and additional services I'm offering.

Pros

  • Track correspondence between clients and prospects.
  • Ability to create unique attributes to track different clients and email clients using specific merge fields.
  • Create email templates.

Cons

  • Make creating templates easier to find.
  • Update/refresh filtered data more clearly.
  • Reduced time spent emailing clients information.
  • Document and information tracking simple.
It's very accessible and mimics Gmail. I like the interface and the ability to quickly filter people.
The interface looks nicer. I did not use Salesforce or HubSpot much in my day-to-day in previous jobs. I had to access it occasionally to review client emails.

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 ideal for small to large companies in tracking communications between clients and prospects. This has worked well for my business as the only owner. The dashboard is easy to navigate. There are many more features in the software than are necessary for a small-business owner like me. I requested a reduced fee because my use case is so limited, and it would be great if Copper offered this to more small businesses. I like the interface because it mimics Gmail and seems accessible for the average small business owner.

Copper Feature Ratings

7.4
Customer data management / contact management
9
Workflow management
5
Opportunity management
5
Integration with email client (e.g., Outlook or Gmail)
9
Interaction tracking
9
Customer Service & Support ()
Not Rated
7.0
Lead management
5
Email marketing
9
6.0
Task management
7
Reporting
5
5.0
Forecasting
5
Pipeline visualization
5
Customizable reports
5
7.5
Custom fields
10
API for custom integration
5
5.0
Role-based user permissions
5
Social CRM ()
Not Rated
5.0
Marketing automation
5
Platform ()
Not Rated

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