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

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

Deployment

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

Training Software

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

Copper Features

  • API
  • Access Controls/Permissions
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  • Tagging
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  • Task Progress Tracking
  • Task Scheduling
  • Template Management
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Copper Reviews

Read all reviews

Overall rating

4.3/5

Average score

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

Review software

Share your experiences with other software buyers.

Write a Review!
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 Software
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 2020-07-01

"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 2020-07-01
Luis manuel F.
VP Of Sles
Consumer Services, 51-200 Employees
Used the Software for: 2+ years
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    5 /5
  • Customer Support Software
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 2020-06-17

"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 2020-06-17
Porchia C.
Childcare Worker
Individual & Family Services, Self Employed
Used the Software for: 1+ year
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    5 /5
  • Customer Support Software
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Source: GetApp
  • Reviewed on 2021-05-28

"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 2021-05-28
Bob J.
owner
Insurance Software, 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 Software
    1 /5
  • Value for Money
    1 /5
  • Likelihood to Recommend
    0/10
  • Reviewer Source 
  • Source: SoftwareAdvice
  • Reviewed on 2016-11-22

"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 2016-11-22
Brett W.
Agency Owner
Marketing & Advertising, Self Employed
Used the Software for: 1-5 months
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    5 /5
  • Customer Support Software
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 2021-03-05

"Lightweight CRM - great for small to midsize business"

Comments: Sales support team was helpful in finding a solution for my UTM needs mentioned above. Great value for the price, especially if you don't need Enterprise-level systems that can overcomplicate and overreach.

Pros: Being lightweight is a key advantage here for SMB's that don't need (or can't afford) the larger enterprise-tier CRM's. Copper provides just what you need in a streamlined (not complex or difficult to initiate) interface that just works out of the box.

Cons: Better integration with referral UTM parameters would track Lead sources with more granularity. I instead had to integrate Zapier and other 3rd party tools to bring along UTM's from my ad campaigns.

  • Reviewer Source 
  • Reviewed on 2021-03-05