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

Copper deployment and support

Support

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat

Deployment

  • Cloud, SaaS, Web-based
  • Mac (Desktop)
  • Android (Mobile)
  • iPhone (Mobile)
  • iPad (Mobile)

Training

  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos

Copper Features

  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Assignment Management
  • Billing & Invoicing
  • Calendar Management
  • Campaign Analytics
  • Campaign Management
  • Client Management
  • Collaboration Tools
  • Commenting/Notes
  • Customisable Branding
  • Customisable Reports
  • Customisable Templates
  • Data Visualisation
  • Deadline Management
  • Document Management
  • Drag & Drop
  • Email Management
  • File Management
  • File Sharing
  • Gantt/Timeline View
  • Monitoring
  • Performance Metrics
  • Prioritisation
  • Project Management
  • Project Planning
  • Project Templates
  • Project Time Tracking
  • Project Tracking
  • Projections
  • Real Time Analytics
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Reminders
  • Reporting & Statistics
  • Status Tracking
  • Tagging
  • Task Management
  • Task Planning
  • Task Progress Tracking
  • Task Scheduling
  • Template Management
  • Third Party Integrations
  • Time Tracking
  • Workflow Management

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  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Alerts/Notifications
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Campaign Management
  • Contact Database
  • Contact Management
  • Customer Database
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Data Import/Export
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Templates
  • Forecasting
  • Interaction Tracking
  • Internal Chat Integration
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Qualification
  • Marketing Automation
  • Mobile Access
  • Opportunity Management
  • Pipeline Management
  • Projections
  • Quotes/Estimates
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management
  • Third Party Integrations
  • Workflow Management

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  • Calendar/Reminder System
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  • Email Management
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  • Lead Qualification
  • Live Chat
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  • Quotes/Estimates
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  • Social Media Integration
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  • Activity Tracking
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  • Calendar Management
  • Calendar/Reminder System
  • Change Order Management
  • Client Tracking
  • Collaboration Tools
  • Communication Management
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Customer Database
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Data Import/Export
  • Document Management
  • Document Storage
  • Email Management
  • Email Marketing
  • Estimating
  • For AEC Industry
  • Forecasting
  • Job Costing
  • Job Scheduling
  • Lead Management
  • Pipeline Management
  • Progress Tracking
  • Project Management
  • Project Time Tracking
  • Project Tracking
  • Projections
  • Quotes/Estimates
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Approval
  • Sales Pipeline Management
  • Scheduling
  • Subcontractor Management
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Third Party Integrations
  • Warranty Tracking
  • Workflow Management

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  • Data Import/Export
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  • Email Management
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  • Email Templates
  • Email Tracking
  • Interaction Tracking
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  • Lead Nurturing
  • Opportunity Management
  • Pipeline Management
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  • Reporting & Statistics
  • Role-Based Permissions
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  • Shared Contacts
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  • File Management
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  • Interaction Tracking
  • Knowledge Management
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  • Reminders
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  • Customisable Templates
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  • Data Import/Export
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  • Drag & Drop
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  • Email Templates
  • Email Tracking
  • Interaction Tracking
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  • Lead Management
  • Lead Nurturing
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  • Pipeline Management
  • Pipeline Reports
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  • Reminders
  • Reporting & Statistics
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  • Email Templates
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  • File Sharing
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  • Interaction Tracking
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  • Lead Management
  • Lead Scoring
  • Leaderboards
  • Live Chat
  • Mobile Access
  • Mobile App
  • Process/Workflow Automation
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  • Prospecting Tools
  • Reminders
  • Reporting/Analytics
  • Revenue Management
  • Sales Pipeline Management
  • Search/Filter
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  • Territory Management
  • Third Party Integrations
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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.

Write a Review!
Scott G.
Scott G.
General Manager
Information Technology & Services, 11-50 Employees
Used the Software for: 2+ years
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support
  • Value for Money
  • 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

Alternatives Considered: Pipedrive, HubSpot CRM and Salesforce Sales Cloud

Reasons for Choosing Copper: I kept losing track of my conversations and follow up actions.

Switched From: Google Sheets

Reasons for Switching to Copper: Salesforce clunky, very expensive and the team hated it. As a small business we didn't use 30% of it. Pipedrive was ok, but very simple and seemed to suit a very small team. It lacked multiple pipelines and didnt have the integration to Gsuite that Copper provided. Hubspot free was very simple and the full paid version of hubspot was super expensive. I didn't need the marketing features at all. Copper also had a better user experience and gsuite integration.

  • Reviewer Source 
  • Reviewed on 01/07/2020
Dulce L.
Legal assistant
Legal Services, 11-50 Employees
Used the Software for: 2+ years
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support
    Unrated
  • Value for Money
    Unrated
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 04/08/2021

"Amazing CRM!"

Comments: Overall very happy with this software. Didn’t need any training at all as it’s very intuitive and easy to work with.

Pros: It is very user friendly, loads quickly and can be used on the go. I love that there’s an app that works smoothly on my iPhone and iPad. This makes us super easy to work on the go or to be able to access info when away from the office. I also love the copper extension that allows me to see if my clients have opened up our emails (it lists each date and time it was opened)

Cons: The only issue I have is that the Copper extension (not the software itself) sometimes marks an email as being read if I open it to link it to an opportunity. Not a big deal, I can usually rule out the “read” notification right after the email was sent because I know it was me. Any other reads are ones our customers triggered when they opened the email.
I also wish that the mobile app allowed you to view the customers numbers without having to select the “phone” or “call” option.

  • Reviewer Source 
  • Reviewed on 04/08/2021
Andrew C.
Manager
Banking, 2-10 Employees
Used the Software for: 1+ year
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support
    Unrated
  • Value for Money
    Unrated
  • Likelihood to Recommend
    Unrated
  • Reviewer Source 
  • Source: SoftwareAdvice
  • Reviewed on 28/03/2018

"Beware, especially when it comes to pricing"

Comments: Beware of Prosperworks pricing strategy...of course nobody picks up a CRM system for a few months, not if you are making a serious decision for your company. Then, of course, the pricing decision favours the bigger payment annual plan (as opposed to the smaller monthly payment which is much higher on an ongoing basis) so I expect most businesses to opt for the annual plan. But BEWARE of two things:
1) If you terminate at any time then "All charges are final, non-cancelable, and nonrefundable," This means you can sign on annually, use it for a month, give them their required 60 days termination notice, cancel.....but no refund.
2) AUTO RENEWAL. There is no prior notice on the 12 month mark. We had decided not to renew and thought we would get off the system at end of the 12 month period. Unfortunately, we thought we had commenced in March, but it turns out to be February, by which time the annual fee has been already taken from our account...then we are into the NOT REFUND terms.
Advice: I don't believe any small company can assess a crm for suitability during the 2 week free period after which we were forced to make a purchase decision. To save money (and we intended to be long term users) we signed on for annual plan. We stopped using the system after 6 months. I'm sure that Prosperworks knows this. This doesn't stop them from auto billing 12 months in advance without prior notice. Now we are paying for 2 years usage, having only used the system for 6 months. More advice...the reason why we didn't immediately terminate from Prosperworks after 6 months (when we stopped using it) is obvious: we need to get our customer data out and that takes time. You should be aware of this as well: "All of Your Content on the Service may be permanently deleted by ProsperWorks upon any termination of your account in its sole discretion." The customer service girl, after listening to my story said today "you can cancel on 60 days notice" but she did not tell me 1) that there would be no refunds (as per ProsperWorks terms) and 2) that they would delete all my data. BEWARE BEWARE BEWARE. This is a marketing trap.

Pros: I thought the gmail integration would be a good idea, it turns out that you have to (almost) click every email attached to the customer to see what is going on and alot of emails are just copies of previous emails. Prosperworks marketing is really good, and the interface and sell looks good. Also, any person who reviews Prosperworks say within 2 months of using the system will likely give 5 starts....I think reviewers should wait a bit and test the system more. In our case, we have now been with the company and the software for over a year.

Cons: I concur with a previous user "3. Messy messy messy. The screen is just jammed packed with data, much of it useless, and it's difficult to find the data you want. Accordions inside of tabs inside of pop-ups? Really? Is that the best way to access the tasks associated with a client? It shouldn't take 3-4 clicks to get to a teeny tiny truncated accordion window of information. We should be able to see and sort through data related to a client within the main window. Bad design."

  • Reviewer Source 
  • Source: SoftwareAdvice
  • Reviewed on 28/03/2018
Phil S.
Sales Manager
Food Production, 2-10 Employees
Used the Software for: 2+ years
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support
  • Value for Money
  • Likelihood to Recommend
    8/10
  • Reviewer Source 
  • Reviewed on 11/08/2021

"Sales for Organic Maple Syrup"

Comments: Great tool for the price and for a team.

Pros: A very essential tool, pretty easy to use for Sales CRM.

Cons: Lots of features are not needed for the basic sale of a grocery product.
Would like to link a People of a Company to be the Companies Primary Contact. so there is only one entry for that in the Company.
Wish saved files could be viewed and not just downloaded.

Alternatives Considered: Insightly and HubSpot Marketing Hub

Reasons for Choosing Copper: Copper (Prosperworks) is much better.

Switched From: Results CRM

Reasons for Switching to Copper: Better team integration. Better Gmail intergration.

  • Reviewer Source 
  • Reviewed on 11/08/2021
Verified Reviewer
Owner
Building Materials, 2-10 Employees
Used the Software for: 2+ years
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support
    Unrated
  • Value for Money
  • Likelihood to Recommend
    8/10
  • Reviewer Source 
  • Reviewed on 12/08/2021

"I really like Copper"

Comments: For us it all hinges on Opportunity tracking - which we modified into a "start-to-finish/inquiry-to-money-collected" tracker. We don't use the project management or task management.

Pros: The Google integration and drag and drop pipelines/stages are what sold me. It didn't take long to learn and start modifying it for our activity/information needs. The mobile version is more than adequate and the whole UI is well done. Like all good software, I'm sure there are features and shortcuts we don't use enough, but basically, it is more than suited for what we use it for; Customer information and job process tracking.

Cons: These cost more money - via upgrade; Mailchimp integration, adding many custom fields, and better than limited reporting. We run the Basic version.

Alternatives Considered: Insightly, Zoho CRM and HubSpot CRM

Reasons for Switching to Copper: It was the best UI, Google integrated, flexible one of what we looked at.

  • Reviewer Source 
  • Reviewed on 12/08/2021