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
Copper pricing overview
See pricing plansCopper 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, get a 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
Advertising Agency Software
- 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
CRM Software
- API
- 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
CRM for Small Businesses
- Business Card/Badge Scanning
- Calendar/Reminder System
- Contact Management
- Document Storage
- Email Management
- Forecasting
- Interaction Tracking
- Lead Management
- Lead Qualification
- Live Chat
- Marketing Automation
- Quotes/Estimates
- Reporting/Analytics
- Sales Pipeline Management
- Segmentation
- Social Media Integration
- Task Management
- Territory Management
Construction CRM Software
- API
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Bid Management
- Buyer Management
- CRM
- 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
Contact Management Software
- API
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Batch Processing
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Campaign Management
- Collaboration Tools
- Contact Database
- Contact Management
- Customer Database
- Customisable Reports
- Customisable Templates
- Customizable Fields
- Data Import/Export
- Data Synchronisation
- Document Storage
- Drag & Drop
- Email Management
- Email Marketing
- Email Templates
- Email Tracking
- Interaction Tracking
- Lead Capture
- Lead Distribution
- Lead Management
- Lead Nurturing
- Opportunity Management
- Pipeline Management
- Pipeline Reports
- Prospecting Tools
- Reminders
- Reporting & Statistics
- Role-Based Permissions
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Search/Filter
- Segmentation
- Shared Contacts
- Social Media Integration
- Tagging
- Task Management
- Template Management
- Third Party Integrations
- Workflow Management
Display Advertising Software
- AB Testing
- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Audience Targeting
- Behavior Analytics
- Calendar Management
- Campaign Analytics
- Campaign Management
- Client Management
- Collaboration Tools
- Commenting/Notes
- Cross Channel Attribution
- Customisable Branding
- Customisable Reports
- Customisable Templates
- Data Import/Export
- Data Visualisation
- Deadline Management
- Display Ad Management
- Document Management
- Drag & Drop
- Dynamic Content
- Email Management
- File Management
- Heatmaps
- Monitoring
- Performance Metrics
- Personalisation
- Prioritisation
- Project Management
- Project Planning
- Project Time Tracking
- Projections
- Real Time Data
- Real Time Reporting
- Real-time Updates
- Reminders
- Reporting & Statistics
- Retargeting Ads
- Search/Filter
- Tagging
- Task Management
- Task Planning
- Task Progress Tracking
- Task Scheduling
- Third Party Integrations
- Workflow Management
Lead Management Software
- API
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- CRM
- Calendar Management
- Campaign Analytics
- Campaign Management
- Contact Database
- Contact Management
- Customer Database
- Customer Segmentation
- Customisable Reports
- Customisable Templates
- Customizable Fields
- Document Storage
- Drag & Drop
- Email Management
- Email Marketing
- Email Templates
- Email Tracking
- Forecasting
- Interaction Tracking
- Lead Capture
- Lead Distribution
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Segmentation
- Monitoring
- Opportunity Management
- Pipeline Management
- Pipeline Reports
- Prospecting Tools
- Real Time Data
- Real Time Notifications
- Reminders
- Reporting & Statistics
- Sales Forecasting
- Sales Reports
- Sales Trend Analysis
- Social Media Integration
- Source Tracking
- Task Management
- Template Management
- Third Party Integrations
- Web Forms
- Workflow Management
Online CRM Software
- API
- Activity Dashboard
- Activity Tracking
- CRM
- Calendar Management
- Calendar Sync
- Campaign Management
- Cataloguing/Categorisation
- Collaboration Tools
- Contact Database
- Contact Management
- Customer Database
- Customer Service Analytics
- Customer Support
- Customer Surveys
- Customisable Templates
- Customizable Fields
- Data Import/Export
- Document Storage
- Drag & Drop
- Email Management
- Email Marketing
- Email Response Control
- Email Templates
- Email Tracking
- FAQ
- Forecasting
- Interaction Tracking
- Knowledge Management
- Lead Capture
- Lead Management
- Live Chat
- Opportunity Management
- Performance Metrics
- Pipeline Management
- Reminders
- Reporting & Statistics
- Request Escalation
- Routing
- Sales Forecasting
- Sales Reports
- Sales Trend Analysis
- Search/Filter
- Self Service Portal
- Social Media Integration
- Task Management
- Third Party Integrations
- Web-based Deployment
- Workflow Management
- XML / RSS
Predictive Lead Scoring Software
- AI/Machine Learning
- API
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- CRM
- Calendar Management
- Campaign Management
- Contact Database
- Contact Management
- Customer Segmentation
- Customisable Templates
- Customizable Fields
- Customizable Scoring
- Data Enrichment
- Demographic / Firmographic Data
- Document Storage
- Drag & Drop
- Email Management
- Email Marketing
- Email Templates
- Email Tracking
- Forecasting
- Interaction Tracking
- Lead Capture
- Lead Distribution
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Multiple Scoring Models
- Opportunity Management
- Pipeline Management
- Predictive Analytics
- Prioritisation
- Process/Workflow Automation
- Prospecting Tools
- Real Time Data
- Real Time Notifications
- Reminders
- Reporting & Statistics
- Sales Forecasting
- Sales Reports
- Sales Trend Analysis
- Search/Filter
- Social Media Integration
- Task Management
- Third Party Integrations
- Web Forms
- Workflow Management
Real Estate CRM Software
- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Appointment Management
- Appointment Scheduling
- CRM
- Calendar Management
- Campaign Management
- Client Management
- Client/Property Matching
- Commission Management
- Contact Database
- Contact Management
- Customer Database
- Customisable Templates
- Customizable Fields
- Data Import/Export
- Data Synchronisation
- Document Management
- Document Storage
- Drag & Drop
- Email Management
- Email Marketing
- Email Templates
- Email Tracking
- Interaction Tracking
- Lead Capture
- Lead Distribution
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Pipeline Management
- Pipeline Reports
- Real Time Notifications
- Referral Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Sales Reports
- Segmentation
- Social Media Integration
- Task Management
- Task Scheduling
- Template Management
- Third Party Integrations
- Workflow Management
Sales Enablement Software
- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- CRM
- Calendar Management
- Campaign Management
- Collaboration Tools
- Contact Database
- Contact Management
- Content Delivery
- Content Management
- Customisable Branding
- Customisable Reports
- Customisable Templates
- Customizable Fields
- Document Management
- Document Storage
- Drag & Drop
- Email Management
- Email Templates
- Engagement Tracking
- For Sales Teams/Organizations
- Goal Management
- Lead Capture
- Lead Generation
- Lead Management
- Lead Qualification
- Meeting Management
- Opportunity Management
- Performance Management
- Pipeline Management
- Presentation Tools
- Prioritisation
- Proposal Management
- Real Time Data
- Real Time Notifications
- Real Time Reporting
- Real-time Updates
- Reporting & Statistics
- Sales Onboarding & Training
- Sales Reports
- Sales Trend Analysis
- Task Management
- Task Scheduling
- Template Management
- Third Party Integrations
- Training Management
- Workflow Management
Sales Force Automation Software
- API
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- CRM
- Calendar Management
- Call Management
- Campaign Management
- Channel Management
- Commission Management
- Contact Database
- Contact Management
- Contract/License Management
- Customer Database
- Customer Segmentation
- Customisable Reports
- Customisable Templates
- Customizable Fields
- Data Import/Export
- Document Storage
- Drag & Drop
- Email Management
- Email Marketing
- Email Templates
- Email Tracking
- Field Sales Management
- Forecasting
- Lead Capture
- Lead Generation
- Lead Management
- Lead Qualification
- Opportunity Management
- Performance Metrics
- Pipeline Management
- Pipeline Reports
- Proposal Generation
- Real Time Data
- Real Time Reporting
- Referral Tracking
- Reminders
- Reporting & Statistics
- Sales Activity Management
- Sales Automation
- Sales Forecasting
- Sales Reports
- Sales Trend Analysis
- Task Management
- Territory Management
- Third Party Integrations
- Workflow Management
Copper Alternatives
More Copper alternatives
Copper Reviews for UK Users
Read all reviewsOverall rating
Average score
Scott G.
-
Overall Rating5 /5
-
Ease of Use5 /5
-
Features & Functionality5 /5
-
Customer Support5 /5
-
Value for Money5 /5
-
Likelihood to Recommend
- 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
Luis manuel F.
-
Overall Rating5 /5
-
Ease of Use5 /5
-
Features & Functionality5 /5
-
Customer Support5 /5
-
Value for Money5 /5
-
Likelihood to Recommend
- Reviewer Source
- Reviewed on 17/06/2020
"Copper nos ahorra tiempo"
Comments: La apropiacion de la herramienta en el equipo de trabajo nos permitido entender los datos comerciales que a su vez nos permitio mejorar las ventas
Pros: La integracion con Gsuite nos ahorra tiempo teniendo todo en un sola pantalla nos permite actualizar el CRM mientras trabajamos en el correo electrónico
Cons: Lo que mas me gusta es lo simple de la herramienta pero es super robusta
- Reviewer Source
- Reviewed on 17/06/2020
Porchia C.
-
Overall Rating5 /5
-
Ease of Use5 /5
-
Features & Functionality5 /5
-
Customer Support5 /5
-
Value for Money5 /5
-
Likelihood to Recommend
- Reviewer Source
- Source: GetApp
- Reviewed on 28/05/2021
"Copper Investment"
Comments: I excel in using copper and will continue to use it.
Pros: I use this product because it helps the business I have. It elevates more than just a website its very helpful.
Cons: They could improve a little more quality. Overall their amazing to explore and be a customer of their company.
- Reviewer Source
- Source: GetApp
- Reviewed on 28/05/2021
Andrew C.
-
Overall Rating2 /5
-
Ease of Use2 /5
-
Features & Functionality2 /5
-
Customer SupportUnrated
-
Value for MoneyUnrated
-
Likelihood to RecommendUnrated
- 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
Allison M.
-
Overall Rating5 /5
-
Ease of Use3 /5
-
Features & Functionality4 /5
-
Customer Support4 /5
-
Value for Money4 /5
-
Likelihood to Recommend
- 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
