Copper Reviews: 4.5/5 — Highly Rated

I like that Copper is integrated with our calendar systems. We have a small team of 8 and copper helps so much with storing data, keeping organized and keeping track of notes that any member of our team can access. Copper also sends me a daily reminder of tasks and meetings that are scheduled on my calendar. The help team at Copper is also amazing and can get answers back to you quickly.

The only downside I've seen with Copper is when a team member leaves your organization, the data they inputted goes unassigned and from there, it may be hard to track. I've learned before a team member transitions and assign their data to another user.

Communication throughout my team. I don't have to call or text team members. I can search for a name or company in copper, and all the notes taken will show up.

I like the ease of use and how all of the metrics are clearly displayed.

I feel that editing records could be easier, including emerging records. it's a bit clunky.

helping me organize my pipeline. I love the reminders and follow-up tools.

Easy of use and completely customizable makes it work no matter the solution that is needed.

I wish there were a few more tutorial videos on how the customizations and reporting work, and some examples of what can be done with them

Lead management and communication handling is by far the best ive seen

Very simple to us, I like the way it collects the email and all other relevant information into one location, The fact that the entire team can see all the relevant information in one place.

If we have multiple opportunities with one individual from an organisation, all of their email for all the various opportunities appear in every opportunity. it would be better if they could be seperate

It is an excellent tool for progressing our sales through various pipelines. It helps to keep everything moving and means we don't forget to take actions, It has helped our efficiency and our conversion rate

The Copper GMail Addon, being able to have access to all of our client's info and task lists is invaluable while going through my Emails. And being able to set task reminders on your Google Calander is amazing!

There aren't a ton of downsides to copper, I would love a dark mode option since the white background is a little blinding after staring at a screen all day. And Sometimes Scrolling through the Companies can be a bit laggy, but I'm pretty sure that's a computer Issue

Copper is Solving the miscommunication issue in the company, with Copper I can leave a note with what was accomplished so I don't have to report every minuscule task to my higher-ups.

the layout of copper is very simple to use

not being able to save settings of filters

customer outreach is a lot simpler. the biggest benefit is the simple format for quick changes.

Easy of access and ability to sort through current files. Ability to save personal files in each section.

Loading time in files with multiple opportunities, loading time.

easily being able to access important documents on customer calls.

One of my favorite features of Copper is the pipeline. After over a decade in business, I finally have an organized pipeline integrated within my CRM; I can easily see what opportunities to follow up on and this feature is seriously helping me rebuild my business after tough Covid years.

I wish the project management features were morerobust.

Keeping all my critical data organized while integrated with Gmail.

The integration with Gmail. It allows me to follow my Sales reps.

Not much, but I would like more flexibility in creating custom reports.

We are managing our Opportunities, so both the Sales reps and management are timely and complete in our responses to the client. We also use the data to manage our business.

Customer support is great. The entire system is very customizable which is one of our favorite features. We switched from another crm that we loved because of the google workspace integration. It has helped us streamline and keep track of contacts way better which was vital for us. We also love the automations.

The only things I don't like is the lack of marketing capability. For example, we cant SMS or text from copper. This isn't something we use too often but it would be very nice.

Copper allows us to track our contacts way easier than our old crm did. The google integration is very useful and it also allows us to integrate with tons of other platforms because of zapier.