Copper is an AI-powered CRM platform designed to streamline and automate sales and marketing tasks for businesses. It offers insightful analytics and reporting, enhancing decision-making processes. Additionally, Copper fosters improved collaboration and communication within teams. Its intuitive interface and seamless integration with other productivity tools make it a valuable asset for managing customer relationships effectively.

  • 01Pros and cons from reviewers
  • 02Main features
  • 03What is Copper?
  • 04How Copper compare to similar software?
  • 05Who is Copper best for according to our reviewers?
  • 06Copper Reviews

What is Copper?

Copper is a cloud-based Customer Relationship Management (CRM) software designed for businesses of all sizes and sectors. It simplifies customer engagement, lead management, sales forecasting, and contact management. Copper integrates seamlessly with Google Workspace, enhancing communication, data storage, and team collaboration. Its intuitive interface and automated workflows allow sales teams to work efficiently, automate tasks, and improve customer experience. Copper stands out for its comprehensive reporting and analytics capabilities, enabling businesses to monitor progress, identify trends, and make data-driven decisions. It also offers mobile applications for iOS and Android platforms for managing workflows on-the-go. Copper is ideal for startups or established businesses seeking growth and efficiency. Secret offers great deals on SaaS tools like Copper.

Pros from reviewers

  • Responsive Vendor: Copper's team is highly responsive to user feedback, which is crucial for the product's ongoing development. This responsiveness ensures that the software continues to meet the evolving needs of businesses, making it a reliable CRM solution

  • Seamless Gmail Integration: Copper integrates smoothly with Gmail, allowing users to add contacts, companies, and opportunities directly from their email. This feature also enables users to view all email history with contacts easily, making it a valuable tool for email-based sales activities

  • Robust Features and Functionality: Copper offers a wide range of features and functionalities, including real-time reports, automated actions, and robust API. These features help businesses manage leads, track communication, and generate detailed sales reports, thereby enhancing their sales process

  • Time-Saving Automation: Copper significantly reduces administrative tasks by automatically adding emails and pulling contact information from the internet. This automation allows businesses to focus more on communicating with prospects and less on data entry, thereby boosting productivity

  • Intuitive Design: Copper's layout is intuitive and user-friendly, making it easy for businesses to manage leads, pipelines, and store data. Its scalability also ensures that it can accommodate the growth of businesses, offering them the best value for money.

Cons from reviewers

  • High cost for single users: Copper is quite pricey for a single user, with many of its best features only available at a higher pay level.

  • Limited import function: The import function could use improvement in managing duplicates and adding/overwriting tags

  • Large sidebar: The sidebar of the Copper software is too large for a small laptop screen, often requiring users to disable it

  • Lack of integration with other software: Copper is lacking in its ability to integrate with other software, manage commissions, and automatically distribute leads based on tracked conversion rates

  • Limited flexibility in adding notes: Copper does not provide much flexibility when adding notes, such as changing the font color or highlighting text, and it doesn't allow adding duplicate emails to multiple files when an individual is associated with more than one company

Main features

Starting Price

$12

/ user / month

Free Plan

No

Activity tracking

Reporting and analytics

Google Workspace integration

Customizable pipelines

Automated data entry

Who is Copper best for according to our reviewers?

  • Administrative Teams: Copper is suitable for administrative teams as it significantly cuts down on data entry tasks, allowing for more frequent communication with prospects. It automatically adds emails to the system, saving time, and pulls contact information from the internet, reducing workload

  • Individual Users: Copper is useful for individual users as it syncs with Gmail and automatically adds a year's worth of communication to contacts. It streamlines the process of tracking leads and opportunities, as well as their stages, and adds to-do items to the calendar, ensuring daily tasks are not forgotten. However, it may be pricey for a single user.

  • Sales Teams: Copper is suitable for sales teams due to its ability to generate leads, track all communication, and provide real-time updates on new leads. It also offers real-time reports, allowing sales teams to break down won and lost revenue and account for projected sales revenue based on opportunities in the pipeline

  • Customer Service Teams: Copper is beneficial for customer service teams as it allows for effective lead and pipeline management, boosting closed business. It also offers automation of lead management, although it may lack in its ability to integrate with other software

  • Small Businesses: Copper is ideal for small businesses as it offers a robust, affordable solution to growing CRM needs. It is capable of meeting the evolving needs of a business, often through regular updates, and offers full functionality with Google Workspace plug-in

  • Copper Reviews

    4.4

    Copper rating

    29 Copper Reviews

    4.4 (29 reviews)
    Leave a review
    • Jacqueline Miller

      Enhanced Productivity: Copper's Task Management Feature

      The task management feature in Copper has greatly improved our team's productivity, we can easily assign tasks and monitor progress

      October 21, 2024

    • Enoch S

      Makes My Work Simpler

      This app assists me in organizing my work week, planning my days, and logging all activities for each client, ensuring I stay on top of my tasks. It provides immediate access to all client-related work, allows me to track the last contact date, and offers reminders to follow up on unresponded emails.

      October 14, 2024

    • Tyler

      Enhancing Sales Efficiency with Email Tracking Feature

      As a sales professional, I find the email tracking feature extremely useful, it allows me to gauge client engagement and plan follow-ups accordingly

      October 6, 2024

    • Jeffrey Jones

      Unlocking Business Potential with Copper: A Time-Saving CRM Solution

      Copper has significantly cut down on my administrative data entry tasks, allowing my team and I to communicate more frequently with prospects and consequently bring in more business. It has been a great help in reducing the time we spend on updating our CRM systems. Before, we had to manually add all emails to the system, but Copper does this automatically, saving us a lot of time. It also pulls contact information from the internet, further reducing our workload. One of my favorite features is being able to view the contact file in Gmail when an email from that person arrives. However, I wish there was more flexibility when adding notes in Copper, like changing the font color or highlighting text. Also, it doesn't allow adding duplicate emails to multiple files when an individual is associated with more than one company. We switched to Copper from ACT, and if you've ever used ACT, you'll understand why. I appreciated the vendor's response to our feedback in February 2020.

      September 28, 2024

    • Donna W

      5-Star Experience with Copper: A Game-Changer for My Business

      I would give Copper a 5-star rating if I could! They provided me with a system that delivers beyond my expectations. They offer a monthly subscription, but they conveniently bill annually, which is a great way to save some money. It was clear from the get-go that this was the perfect CRM for me. Their customer service is unique; you can reach them via email or their chat box, which I find very modern and efficient. I've been using this product for 2 months now and it's been a game-changer for my business. They were clear about the annual contract, which I appreciate as it gives me a sense of commitment and stability. They are a forward-thinking company with strong ethics. Now, I'm equipped with a system I can fully utilize and a fantastic system that performs exactly as they said it would. My only option now is to continue enjoying their services. Copper is truly remarkable!

      September 23, 2024

    • Brian N

      Basic CRM with Limited Workflow Automation: Consider Other Options!

      We use Copper CRM exclusively for our sales team. Our mobile app and website generate leads that go into Copper, where our sales team can qualify and track all communication. Copper solves key problems for us with its integration with Slack and its mobile app, providing real-time updates on new leads. Its integration with G Suite is also beneficial as it tracks all communication with each lead. Technically, Copper's robust API allows us to connect our mobile app attribution platform, Slack, PostgreSQL, and Intercom chatbot. One of Copper's main advantages is its real-time reports. We can break down won and lost revenue among our sales team and account for projected sales revenue based on opportunities in the pipeline and their expected close rate. Copper's automated actions help us move leads through pipelines effectively. We set automated reminders and tasks for opportunities based on their pipeline stage. These reminders and tasks are emailed and sent as push notifications to each lead.

      September 15, 2024

    • Barbara E

      Unrivalled CRM Solution Seamlessly Integrated with Google Workspace

      As a small business, we have been using Copper for the past 2-3 years and are extremely satisfied with both the CRM product and the support team. As our business grows, so do our CRM needs, and Copper has consistently met these needs, often through regular updates. It feels like Copper is intuitively developing exactly what we need before we even ask for it. We appreciate their attentiveness to their clients and their efforts to develop their product to suit our needs, which is why we committed to a 5-year agreement with them. We love the full functionality of the Google Workspace plug-in, including Gmail and Calendar, and the ability to pull a list view of Opportunities, Leads, etc., and update individual records without leaving the screen, which saves us a lot of time. However, the import function could use some improvement in managing duplicates and adding/overwriting tags. We chose Copper because it was a robust, affordable solution to our growing CRM needs, without the development cost.

      September 8, 2024

    • Walter

      Copper: Simplifying Project Management with Visual Pipelines

      As a project manager, Copper has made my job easier with its intuitive interface and robust CRM features, particularly the visual pipelines

      September 3, 2024

    • Olivia

      Copper CRM: The Unremarkable Middle Child

      I find the Copper software unimpressive and extremely limited, lacking flexibility. I wouldn't have considered using it if not for a client's insistence. The only positives are its low cost and Google integration.

      August 25, 2024

    • Joe Brown

      Insightful Reporting in Copper

      The reporting feature in Copper is excellent, it provides insightful data that helps us make informed business decisions

      August 17, 2024

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