Helpful tool in the arsenal
February 06, 2026

Helpful tool in the arsenal

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

Overall Satisfaction with Copper

I use it as the head of business development at our agency. It's a great tool for us to manage our clients, prospects, and warm leads, as well as a way to remember to regularly communicate with this group on a frequent but not annoyingly often cadence. I also export entries from the database for use in physical mailings as we do client gifting.

Pros

  • database management
  • client and lead organization
  • mass personalized outreach

Cons

  • direct integration with mailchimp
  • additional trainings
  • zoominfo like tools to get contact info for potential leads you might not have the details for yet
  • helps us manage and group opportunities which helps me report on biz dev efforts
  • assists with our holiday gifting as we can sort entries based on existing client, consultant, lead, etc., adding accuracy and saving time
  • shows me follow up opportunities i might not have otherwise realized, leading to potential client wins
I find the basic elements easy to use but I'm a bit overwhelmed by some of the more complex sales features as it's not really part of my day to day, though i realize there may be advantages to me using them from a business development perspective for the agency

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?

Yes

Did implementation of Copper go as expected?

Yes

Would you buy Copper again?

Yes

I think it's great for what I do but as a team of one on the business development side of the agency, it's not really useful for other departments. The exception might be our head of production as he has a lot of production companies and vendors that he likes to keep details for.

Copper Feature Ratings

7.0
Customer data management / contact management
9
Workflow management
5
Opportunity management
Not Rated
Integration with email client (e.g., Outlook or Gmail)
7
Interaction tracking
7
Customer Service & Support ()
Not Rated
7.0
Lead management
Not Rated
Email marketing
7
Not Rated
Task management
Not Rated
Reporting
Not Rated
Not Rated
Forecasting
Not Rated
Pipeline visualization
Not Rated
Customizable reports
Not Rated
6.0
Custom fields
6
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

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