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

  • 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 Delivery
  • Content Management
  • For Sales Teams/Organizations
  • Goals / Quota Management
  • Lead Management
  • Meeting Management
  • Performance Management
  • Presentation Management
  • Proposal 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

4.3/5

Average score

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

Review software

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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
Arthur thomas M.
BDR
Marketing & Advertising, 11-50 Employees
Used the Software for: 1-5 months
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    5 /5
  • Customer Support
    Unrated
  • Value for Money
    3 /5
  • Likelihood to Recommend
    8/10
  • Reviewer Source 
  • Source: SoftwareAdvice
  • Reviewed on 11/02/2021

"Copper CRM"

Comments: The overall product was okay to use and to served its purpose as far as a CRM.

Pros: The basic system for tracking and managing clients was very useful. It was easy to maintain and keep notes as far as contact information.

Cons: I did not like the fact that it was hard to return to the same spot of working if one was accidentally logged off or if one forgot their place, such as when one would update the system with a specific contact.

  • Reviewer Source 
  • Source: SoftwareAdvice
  • Reviewed on 11/02/2021
Bob J.
owner
Insurance, 11-50 Employees
Used the Software for: 1-5 months
  • Overall Rating
    2 /5
  • Ease of Use
    3 /5
  • Features & Functionality
    1 /5
  • Customer Support
    1 /5
  • Value for Money
    1 /5
  • Likelihood to Recommend
    0/10
  • Reviewer Source 
  • Source: SoftwareAdvice
  • Reviewed on 22/11/2016

"Extremely Limited"

Comments: Tried PW for my insurance biz. It was a total waste of time. It took 20+ hours to set up for my business and did very little to help organize contacts/meetings/notes as I required. Also needed to be able to filter/search for data. Overall, it lacked customization. Wanted to add custom fields like birthdates. This proved impossible, as the date field required input via pop up calendar, so you'd have to click through every month to get back to January 1 1965. I talked to their support people for a total of 3 hours and the conclusion of it all was "the software can't do that and we're not going to implement that unless a ton of people ask for it." That should have been a red flag because it just got worse. Importing data is super annoying. If you have a google sheet you want to import, you have to download it as a CSV then re-upload it, and hope the fields match up. It also adds a bunch of tags to crap that makes a huge data mess you end up wasting hours to fix. The dashboard is a total waste of space. There is no useful information. The People section is basically a glorified Excel spread sheet. When you export your data it grabs the fields, but leaves all of the activity notes behind, so you cannot back those Custom filters are another massive failure. If you want to filter by X but exclude everyone who already has Y, it's impossible. I think an undergrad designed this system because it lacks advanced features severely. If you want to set up a daily to-do queue, forget it. You might as well use paper checklist or a spreadsheet. Another major problem is that it will pull info out of your google contacts and if you check the box for Sync with Contacts, it will completely destroy your hardwork in contacts. It deletes data out of fields, such as addresses and phone numbers. You have to pay for another software called Pieworks to fix that, but it's also terrible. A simple basic feature that should be included is not, and you have to pay yet another monthly sub for something really stupid that should be there. It has an app for android, and it was convenient when out of the office. You can pull up the contact and if you just had a meeting with them, dictate the notes into logging a meeting. If you need to call them, just tap their phone number, and at the end of the call PW is already logging your call, just enter the notes about topics of discussion. However, the app needs improvement in terms of the dashboard, such as calendar and to do list like a call queue or other service tasks. You have to submit tickets for every little thing. It's extremely annoying and waste of your time. I decided to cancel this, pulled all of my data out of PW and set it up in a spreadsheet. PW is barely more than a spreadsheet with a pretty interface. It's not worth the money. You might as well use something free -- or spend the money and get a real CRM with all the features you really need.
They will not let you cancel. There is no place to remove your billing information or cancel your plan. You have to submit a ticket and hope they answer it, but more likely, they'll ignore it because they are a greedy company that ignores the requests users make on their website for changes.
They claim they are the CRM google uses, but that's not true. This is a very immature piece of software that cannot handle a serious business with specialized needs. They may have partnered with

Pros: Interface is OK but needs improvement. The app was convenient, but needs a better dashboard.

Cons: High cost, lack of customization and features. Have to submit tickets for any help. Lack of training videos.

  • Reviewer Source 
  • Source: SoftwareAdvice
  • Reviewed on 22/11/2016
Pressilla D.
Broker
Insurance, 2-10 Employees
Used the Software for: 6-12 months
  • Overall Rating
    4 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    4 /5
  • Customer Support
    5 /5
  • Value for Money
    4 /5
  • Likelihood to Recommend
    7/10
  • Reviewer Source 
  • Reviewed on 28/11/2020

"Good for Start Ups"

Comments: Using Copper was a great start when my business was just starting up. The features are good but basic. It's worth the value for the money. But as my business expanded I needed more features and integration that it did not offer.

Pros: I used copper for over 6 months before switching to another CRM. It was fairly easy to use. It integrated nicely with G-suite and my task reminders were always on point. I was able to use the pipeline easily for tracking progress within deals and the managing the contacts was quite easy as well.

Cons: It didn't integrate with Facebook which was one of my main channels for advertising. It didn't integrate with my phone system which is probably the biggest reason that I switched to another CRM.

  • Reviewer Source 
  • Reviewed on 28/11/2020
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