Copper Pricing Overview

Copper helped me stay on top of all my contacts, relationships, and processes in a startup endeavor. It is beneficial that it syncs with my gmail account! I've just upgraded for even more usefulness. Another helpful feature that sets it apart from others is the ability to have multiple customizable pipelines.

The pricing for Copper can be a bit expensive but seems comparable to other similar CRM software. The app can feel a bit complex, even overwhelming, when you first start to use it but it is necessary to capture all the parts and relate them together. Once you get familiar with it, it becomes quite easy to navigate.

I needed a CRM that also allowed more than a sales pipeline. As I am developing non-profit programs, I required mulitple pipelines (process tracking) that I could also customize since each process had distinct milestones.

Copper has been great with our financial and insurance business. The CRM allows us to effectively build and grow our business by maintaining and tracking clients and projects. It is simple to use and easy to communicate with our team. Copper is priced competitively - excellent value for the money. The customer service is fast to respond too.

Copper has a few glitches we've discovered in the last few years, but the Copper team is very good at solving the issues and providing solutions. We've had a few days where Copper ran very slowly, but most of the time, it works well.

Our team can communicate easily about clients and projects. All of our client's information is housed in the CRM, including email communication and project communication. We are also able to attach client files to each client's Copper file.

It is easy to use, intuitive and we rarely encounter any difficulties with it. It is also a very cost effective solution compared to other CRM's.

Like most online CRM's, they are not designed nor intended for the sales rep in the trenches. All online CRM's focus on pleasing the person who signs the check (e.g., the sales manager or VP) by providing reports, etc. It was a trend started by the early online pioneers as they diverged from the client/server solutions which were much more focused on making the sales rep's life easy. Not like that these days with any online CRM.

Helping us to keep track and engage with prospects and customers.

It integrates with the other tools we use internally (Google drive, Slack, Xero etc) perfectly, meaning we can automate what was previously a gamut of annoying manual tasks.

I used to find extracting data for internal reporting incredibly frustrating, but it's so much better now. The only niggle would be that in order to use a different currency it would cost so much money. I think it was $10 per user per month additionally, which is crazy when (as a small business) we're already spending £8,000+ per year. We do all of our work and reporting in GBP, but Copper of course is in USD. It's very annoying, but we absolutely cannot justify the cost to be able to change currency / have multiple currencies.

Pipeline realisation and an list of all company contacts were the primary goals when Copper was implemented. It's being used in some business departments just as an address book, which is fine. Other departments are using the exportable data, pipeline management, and sales/lead progression far more deeply. We want to start using Copper as a mailshot tool also, this wasn't something I was aware that Copper could do and our marketing person is actively exploring this.

Copper is intuitive and things are where you expect them to be, and do what you expect them to do. Having it integrate so easily with Google apps is icing on the cake.

I think the cost is reasonable, but I wouldn't be a small business owner if I didn't grumble about this cost of every online service I use. :-) If Copper would integrate with Todoist I would name my next child Copper.

Copper helps me keep all my leads and clients organized, and helps me make sure everyone gets all the documents/contracts/emails they should get along the way.

The greatest strength is the gmail integration. The ability to work the persons' info right in gmail, Make changes on the fly & capture emails in relation to the person is not new, what is different is doing it in gmail and not some CRM branded/ bound email client

Nothing yet! Nor have I stumbled across something, But if I need it, support and developers are available to assist

My business has three different sales centers & the ability to handle all of those at scale for this price is huge. Especially with the reporting provided

Easy pipeline creation and email management

Really nothing. Love it all. Great value.

Client and project management. Allows me to stay on top of all project details and timelines.

As a Sales person, we can export all the taken contacts into the CRM. They providing feature something for the quoting price in the CRM. We can have all the notes and store in the CRM itself. We are able to see those notes, before we are going for the further level of calls.

In Copper, we can only export the contacts or leads in CSV format. In searching engine, it is not showing the search history.

Usually, we try to resolve the Customer Complaints. It is user's friendly. Copper CRM helps us to do consistent followup with the clients or customers for the deal closure.