Copper is worth it
February 06, 2026
Copper is worth it

Score 9 out of 10
Vetted Review
Verified User
Overall Satisfaction with Copper
We use Copper to manage both our active sales pipeline, referral partners and active client lists. The business solutions it provides are to house all of the client information, custom field data and the active management of the various stages in the client lifecycle. The scope of our use case spans our entire business, we use Copper, and although we don't use the lead/convert function in the typical way- we start directly in our sales pipeline and move clients through the various stages. We then transfer them into active client pipeline and manage records there. We use the task automations and the custom fields quite heavily.
Pros
- API with Slack; allowing visibility to opps moving across stages to folks who don't need/use Copper but are still part of our organization
- task automations attached to particular triggers and events
- allows for custom field records on opps, companies, people records
Cons
- connecting custom field data across opps in different pipelines and company records
- additional sales insight abilities to dashboard not just on value and owner, but also more about demographics of client profiles
- Copper has allowed us to manage 1,000s of contacts, and all of our active clients
- Copper has positively allowed us to track historical activity of client and prospective client interactions
- Copper has saved us time via the task automations; and minimized the risk for missing steps
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?
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
Comments
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