Who Uses Copper?

Small and medium-sized businesses looking for an easy to use CRM that automates repetitive tasks and integrates with the tools they already use (like Gmail, Mailchimp, and Slack).

What Is Copper?

Copper is the easy-to-use CRM for small businesses that need to manage more sales leads & grow customer relationships but don't have time for data entry, repetitive admin tasks, or complicated tools. Don't waste hours on typing things out. Copper integrates with Gmail and other Google Apps, so it logs all your emails and other interactions to the right contact for you. You can also see your sales and relationship essentials from email threads, to past interactions, to tasks... all in one place.

Copper Details

Copper

https://www.copper.com/

Founded 2013

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Copper pricing overview

See pricing plans

Copper does not have a free version but does offer a free trial. Copper paid version starts at US$25.00/month.


Starting Price

US$25.00/month See pricing details

Free Version

No

Free Trial

Yes

Copper deployment and support

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online

Deployment

  • Cloud, SaaS, Web
  • Mobile - iOS Native
  • Mobile - Android Native

Training

  • In Person
  • Live Online
  • Webinars
  • Documentation

Copper Features

  • Campaign Management
  • Collaboration
  • Document Management
  • File Sharing
  • Project Management
  • Task Management
  • Time Tracking

View full list of Advertising Agency Software

  • Calendar/Reminder System
  • Document Storage
  • Email Marketing
  • Internal Chat Integration
  • Lead Generation
  • Lead Scoring
  • Marketing Automation Integration
  • Mobile Access
  • Quotes/Proposals
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management

View full list of CRM Software

  • Business Card/Badge Scanning
  • Calendar/Reminder System
  • Document Storage
  • Forecasting
  • Lead Scoring
  • Live Chat
  • Marketing Automation Integration
  • Quotes/Proposals
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management

View full list of CRM for Small Businesses

  • Client Tracking
  • Contract Management
  • Forecasting
  • Project Management
  • Quotes/Proposals
  • Sales Pipeline Management
  • Scheduling

View full list of Construction CRM Software

  • Contact Database
  • Contact Import/Export
  • Interaction Tracking
  • Lead Management
  • Prospecting Tools
  • Sales Pipeline Management
  • Search/Filter
  • Segmentation
  • Shared Contacts

View full list of Contact Management Software

  • Campaign Management
  • Interaction Tracking
  • Lead Capture
  • Lead Distribution
  • Lead Nurturing
  • Lead Scoring
  • Lead Segmentation
  • Pipeline Management
  • Prospecting Tools
  • Source Tracking

View full list of Lead Management Software

  • Cataloguing / Categorisation
  • Customer Service Analytics
  • Customer Support Tracking
  • Email Response Control
  • Knowledge Management
  • Live Chat
  • Performance Metrics
  • Search
  • Self Service Portal

View full list of Online CRM Software

  • Campaign Management
  • Client/Property Matching
  • Contact Management
  • Email Marketing
  • Interaction Tracking
  • Lead Management
  • Property Alerts
  • Referral Tracking
  • Segmentation

View full list of Real Estate CRM Software

  • Collaboration
  • Contact Management
  • Content Management
  • Document Management
  • Goals / Quota Management
  • Lead Management
  • Meeting Management
  • Performance Management
  • Presentation Management
  • Proposal Management
  • Territory Management
  • Training Management

View full list of Sales Enablement Software

  • Call Management
  • Campaign Management
  • Channel Management
  • Commission Management
  • Contact Management
  • Contract Management
  • Customer Database
  • Email Marketing
  • Field Sales Management
  • Lead Management
  • Opportunity Management
  • Performance Metrics
  • Proposal Generation
  • Referral Tracking
  • Sales Forecasting
  • Territory Management

View full list of Sales Force Automation Software

Copper Alternatives

More Copper alternatives

Copper Reviews for UK Users

Read all reviews

Overall rating

4.4/5

Average score

Ease of Use 4.5
Customer Service 4.3
Features 4.1
Value for Money 4.1

Review software

Share your experiences with other software buyers.

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Scott G.
General Manager
Information Technology & Services, 11-50 Employees
Used the Software for: 2+ years
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    5 /5
  • Customer Support
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 01/07/2020

"The CRM for sales team on Gsuite"

Comments: I've used a lot of CRMs, from Salesforce to Pipedrive. Copper is hands down the best. Easy to use, easy for the team to adopt but still very powerful under the hood.

Pros: Automated data entry. Pre-populates a lot of my contacts data so adding new leads is a simple point and click.
The gmail integration is amazing. I can get a clear picture of my entire relationship from where I work - gmail.
Im really starting loving the workflow automations and cool calculated fields I can make now.

Cons: I'd like to see a better native integration with an email automation software

  • Reviewer Source 
  • Reviewed on 01/07/2020
Jacqueline C.
Broker/Owner
Real Estate, 11-50 Employees
Used the Software for: 2+ years
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    4 /5
  • Customer Support
    5 /5
  • Value for Money
    4 /5
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 21/02/2020

"Intuitive, Inclusive & Scalable"

Comments: Wonderful! The customer service is AMAZING and overall we have converted so much more closed business as a result of effective lead and pipeline management within our company.

Pros: The ability to manage leads, manage pipelines, and store data, along with the ability to automate lead management.

Cons: the lack of ability to integrate with other softwares, the lack of commission management features, and the lack of ability to specifically disburse leads automatically based on tracked conversion rates

Vendor Response

by Copper on 03/03/2020

Solid feedback that we'll be sharing with our team. Thank you, Jacqueline!

  • Reviewer Source 
  • Reviewed on 21/02/2020
Allison M.
CMO
Information Technology & Services, 2-10 Employees
Used the Software for: 1+ year
  • Overall Rating
    5 /5
  • Ease of Use
    3 /5
  • Features & Functionality
    4 /5
  • Customer Support
    4 /5
  • Value for Money
    4 /5
  • Likelihood to Recommend
    8/10
  • Reviewer Source 
  • Source: SoftwareAdvice
  • Reviewed on 06/10/2020

"Copper - CRM"

Comments: Overall, a very good CRM. It has all the functionality and tools I need to manage the sales process.

Pros: Copper is a solid CRM with lots of features to help handle your sales funnel from start to finish.
You can sort/filter and run lists, export lists, and manage tracking of interactions, schedule follow ups and keep track of emails.

Cons: There are a few key features on Copper that are not intuitive/user friendly. It's not that they are difficult, but features could be better marked and highlighted as to how to do certain things on the platform. I wish it had better tracking to manage a sales team.

  • Reviewer Source 
  • Source: SoftwareAdvice
  • Reviewed on 06/10/2020
Timothy W.
COO
Professional Training & Coaching, 2-10 Employees
Used the Software for: 2+ years
  • Overall Rating
    2 /5
  • Ease of Use
    1 /5
  • Features & Functionality
    2 /5
  • Customer Support
    1 /5
  • Value for Money
    1 /5
  • Likelihood to Recommend
    1/10
  • Reviewer Source 
  • Reviewed on 03/02/2020

"Hooked in by Gmail integration, Pushed Away by Lack of Features"

Comments: The icing on the cake for us with Copper (which had an easier to remember name when it was called Prosperworks), was that we decided to cancel and reached out about ending our contract. Since we did it after the end of the 2nd year of our contract, we were now committed for a 3rd year. We had to remember to do so a month in advance of the end of our 1 year. Now, anyone who is in SaaS knows that this is insane. This is a self-setup system (I may have spoken to a person once). The only reason to do this is to take advantage of your customers. This is a terrible practice and I wish we had never made the mistake of engaging with them.

Pros: We embraced Copper even though it was a little pricey for a small business and required us to commit to a year. Our main reason for using it is that everyone in the company has to at some points be a salesperson and we thought that a tool built for Gmail would be the best option.

Cons: When we started to seriously use the software for more than big contracts and started to reach out to a lot of prospects, the holes in the system were glaring. There are a ton of small things that just drove us crazy. We ended with tons of duplicates. To eliminate them you have to export to Excel, etc. Not fun and not realistic. Any mistakes during data imports caused all sorts of data problems. There is no automating of drip email campaigns. The navigation is so confusing. We spent a lot of time figuring out where we clicked to get to a particular screen and how to replicate it. I found myself being super careful to do the exact same thing every time because it shows leads, contacts, accounts and opportunities in an alternating left-right fashion that is just confusing. The absolute biggest is that there are no reports that give you any insights into how your email is performing, which is odd because they've written blog posts on the importance of doing so. All you can see is a running list of who opened your email or didn't. It is like looking at a terminal window for error messages.

Vendor Response

by Copper on 10/02/2020

Hi Timothy, thanks for the thorough review. We're very sorry about the experience you've had with our team in the past, and we're doing everything we can to make things right.

We understand Emilia from our team reached out and was able to connect with you to better understand where we could better improve and address the hurdles you've run into.

We're happy to hear the lines of communication were open and extend that offer to you beyond Emilia's initial outreach. Thanks again.

  • Reviewer Source 
  • Reviewed on 03/02/2020
Jarrod S.
President/Lead Navigator
Nonprofit Organization Management, 2-10 Employees
Used the Software for: 1-5 months
  • Overall Rating
    5 /5
  • Ease of Use
    4 /5
  • Features & Functionality
    4 /5
  • Customer Support
    5 /5
  • Value for Money
    4 /5
  • Likelihood to Recommend
    8/10
  • Reviewer Source 
  • Reviewed on 13/08/2020

"Great system for use with G Suite"

Comments: Custom service has been exceptional. Software is well designed. Basic features are easy to use.

Pros: What we liked most is how seamlessly this works with GSuite. We are a small non-profit consulting team and we needed software that didn't require a large learning curve. What we found were useful integrations right in our inbox where we do most of our work.

Cons: Being a small team with one member who uses technology daily and the other who doesn't means the advanced features are critical to making it work. While the workflow automation and task automation are available they is a steep learning curve for those who don't grasp basic coding principles.

  • Reviewer Source 
  • Reviewed on 13/08/2020