Copper Reviews: 4.5/5 — Highly Rated

the Automation. The automation was most helpful

the Renewal process is the only thing I disliked.

Automation and pipeline setup. Its not hard if you know what you want to capture.

It provides excellent solutions for my firm. Since we purchased Copper, our client relationships have grown. Furthermore, it is simple and inexpensive to install. Since its acquisition, we have greatly complemented each other. Our output has grown, and clients and workers are working together. on the road to success Without a doubt, creating contacts and offers is very useful, it also generates leads and helps to create opportunities easily, and it is what distinguishes Copper from other CRMs, in addition to keeping everything organized, including my suppliers, this is the best in CRM, I can see the activity of each account and when it's idle, just the highlight I've tried so far.

There have been background issues that generally irritate us, but they are fixed promptly. I must mention that their customer support service is amazing; it has assisted us in resolving each event in the most pleasant manner; otherwise, it is a terrific CRM at a very reasonable price for my company. Copper on the other hand has arrived to solve everything; it is genuinely an incredible tool its functions are improving all the time, we are in love with its features, and it is without a doubt propelling our company to new heights.

I could enumerate the aspects of Copper that have been really helpful and beneficial to my business, such as how effectively it integrates with Gmail and other Google products. It has also assisted me in sorting my leads, which is quite important, as well as convenient lead tracking. Copper allows us to assign tasks to each supplier and then receive an alarm to send me an email when the process is completed so that I don't miss any opportunities without receiving an email and verifying it, another aspect that helped us a lot is that their pipeline is effective and easy to use, which is very useful for each member, and the display of tasks and earnings on their platform is something that we like and can recommend to Copper.

The user interface is simple to use and ideal for rapidly recording contact information. The system records all contacts with consumers, including files delivered through email, to make the work of sales reps easier. The Report and Analysis tool gives vital indicators to help us plan and decide on our commercial initiatives. It is also really valuable since it has helped me to be a little more organized with all of the information it provides; it not only helps me to keep in touch with my customers, but it also allows me to keep in touch with my suppliers.

Although the program is effective, it lacks some customization and integration features with third-party software. Furthermore, there is nothing I dislike about Copper because in all the time I have used it, I have only experienced minor inconveniences with the system, such as when this system emits certain errors that slow down the process, but when I communicate this novelty to Customer service, they quickly get to work and solve this novelty, allowing me to continue working.

Copper promotes commercial management and decision-making by facilitating contact registration, sales administration, task planning, and potential customer tracking. Simplifies workflow, is adaptable, and meets the needs and demands of the commercial department. I was able to create alarms when I received emails from my suppliers, allowing me to speed up the negotiating and delivery procedures of new items looking to replace my stockpiles. At the same time, I was able to create a daily and weekly job plan for my team in order to meet and sometimes exceed our monthly goals. This solution is extremely nicely synced with my company Gmail emails as well as other apps. This is without a doubt a significant advantage since it helps us to be efficient and sort the emails using their adaptable filter to swiftly review the emails of my new and regular suppliers and customers.

The way I can interact with customers or leads. It helps me a lot, If I have everything organized is pretty easy for me not to forget some possible lead, customer, or just a simple reminder.

That is not that intuitive, sometimes it bothers me that I have to do so much clicking and typing to complete information or just to see customer info.

I forget a lot, so Copper help me to realize what customers or leads I'm forgetting to get in touch

A lot of flexibility in the software. We use it to track consulting efforts and pipelines, goals, reports and daily conversations.

Automation workflows are useful but are limited to integrations to get full functionality.

Solid CRM tool to track activities and create new automation tasks.

I love how easy it is to add a client to Copper CRM. In particular, I love sharing tasks and tracking pipelines with teams, as new leads are only offered via email. The interface is really simple and I like being able to drag and drop opportunities to the next stage. You tend to use the Opportunity tab instead of leads, which is great for that purpose.

If we got across problems, having a dedicated account manager would be beneficial. A tab that aggregates all of the value in our pipeline would be useful, but it is not required for the method we predict. It would be fantastic to charge through Copper and see the money; now, when individuals make payments, I have to manually add value and update the pipeline. I'd want a Copper inbox as well. When I get a lead on Gmail, I add it to Copper. I'd want to be able to evaluate new messages in Copper exclusively from Copper leads because they are the ones that matter the most to me.

Make sure your prospects don't get cracked. Spinning leads, does task communication with my team, and sends a lot of emails to clients. It is mainly used as a place to gather opportunities. The ability to create opportunities directly from Gmail is an absolute game-changing feature that can save you a lot of time.

It provides great solutions to my company, and our relationships with our clients have improved since we acquired Copper, in addition to the fact that installing it is simple and inexpensive. Since its acquisition, we have complemented each other greatly, our production has increased, clients and employees are working together to make progress, emails are automatically logged, and it is simple to share information with other Copper users.

Even if you can't send automated email to your customers, you still need to integrate with other CRMs to perform this feature. I'm currently using an older report that doesn't contain much useful information, such as the number of calls analyzed to translate leads and other metrics. The new reporting tool may have fixed this issue, but there is no marketing guarantee for the functionality of Copper's new reporting tool.

I can list the features of Copper that have been very useful and informative to my business. It works very well in Gmail and other Google applications. It also helped me sort the leads. This has been very helpful and allows us to manage our leads better. Currently, there is a set of guidelines that define leads and copper companies, with notes and records for each lead. And customers have greatly facilitated the systematization of their work.

Very efficient to use and access information when I need it. Integrates well with other software. Helps me keep track of my follow ups and keeps me informed each step of the way.

I don't really have any dislikes that I am able to think of at this time. I like Copper and use it every day. It really helps me with my day to day position.

Keeping up with 100+ clients at any given time and not missing a beat. I would not be able to handle my work load otherswise and keeping in contact with our team.

Ease of use, integration w/ gmail, does the essentials w/o a bunch of extra functionality that I don't need as a small biz

Would like the projects dashboard to visually resemble Asana.

The capability of attaching all related files to the client/company eliminates the extra step of organizing them elsewhere. Delegation of tasks to team members simplifies workflow. Management of opportunities in the newly named "pipeline" provides helpful data.

I prefer Copper because of its connectedness; the Copper plugin for Gmail allows me to save contacts and search for them straight in Gmail. On the opposite end of the spectrum, the Pandadoc/Copper plugin allows us to produce and view legal documents from a client's registry from within Copper. I particularly appreciate the to-do list and the built-in automatic integrations. It also integrates with Zapier, allowing for all sorts of creative integrations. It's also useful to be able to create custom fields, which allows me to include things like expiration dates, etc. You may also create custom task categories, so the possibilities are limitless.

Copper is meant to tell us when the receiver opens an email we send. However, when we go to the sent folder and look at the email, Copper considers it to be open. To put it another way, we don't obtain a genuine open rate for our emails.

The two most difficult tasks were managing people and managing opportunities. Because the direction of G Suite is terrible, a CRM is required to capture everyone who crosses your path. Simultaneously, you must be able to manage opportunities when they present themselves. Copper made it simple to accomplish both. Copper assists us in running our drip programs. We use Copper in conjunction with PersistIQ to conduct email drip campaigns directly from Gmail. We have obtained open rates of 70-80% and response rates of 10-20%. Copper is also used to track our offerings and earn percentages. We may personalize our offers' pipelines and shift them from one step to another.

The tagging tool, as well as the follow-up email feature, are both appealing to me. I've linked my Gmail account, which makes things lot faster. Google Suite is used by our organization to run our operations. Copper interacts with Google's will and seems like a natural extension of the Google Suite, making it simple for team members to embrace.

Within Copper, I'd want to be able to produce proposals and quotes. It would be fantastic to have a manager's degree of expertise in developing bespoke reports that are relevant to your department. I'm having trouble locating where another team member has tagged me; I have to browse to find the remark. I believe it would be fantastic if clicking the notification bell took us to the remark that was made.

We have a better grasp of the verticals in which we are effective and should focus on our strengths while also looking at areas where we may improve or where it may not be a smart use of our time. It has also enabled us to tailor our numerous client offers to individual consumers. We have open lines of contact with our clients, but I seldom see where my job is directly tied to the firm that benefits from it. I've been trying to figure out how I might use the pipeline to help me monitor and manage my clients from beginning to end. I'll need to conduct additional study and consider how it may work for me.

One of my favorite features is the interface with Google; we utilize the Google application suite and it is incredibly handy to have all of the data linked. Furthermore, the Gmail plugin is really handy for our purposes. I enjoy the many phases that are accessible, as well as the various pipelines that may be created. It's also very customisable, allowing you to add your own fields for possibilities, which is useful for data analysis. I can also export data, which comes in handy for data analysis and organizing. We compared Copper to other platforms and discovered that the other products had limitations, but Copper allows for endless possibilities.

So far, there hasn't been anything I don't enjoy. We evaluated Copper to other CRMs with comparable formats and found Copper to be superior. It's simple to add additional opportunities and stages. Reports are fine and improving as a result of recent revisions. We utilize a lot of activities and would want to see more detailed activity reporting. As we use the opportunities for project tracking, attaching or connecting photographs would be ideal.

We utilized shared spreadsheets for project management and papers for client profiles in the past. Everything has been consolidated and shared. Email connection is incredibly beneficial. We were able to monitor the progress of many prospects with our clientele. This has taught us not to overlook anyone or their potential. The export tool has been quite useful; I receive an email with the exported data when it is complete, and I can then use it for data analysis; we also utilize Copper data to measure our efficiency with opportunities.

Integrates my Gmail, phone calls and texts without me having to do anything.

It gets turned off regularly enough and then my calls are not logging

My poor memory

I like the extension and that it syncs with Gmail. It allows me to centralize information and keep an eye on new opportunities and their progress on the same screen.

So far, I do not have any significant complaints. It would be helpful to add on new funding agencies and partner types. It would also be helpful to be able to add on new thematic areas.

I am keeping an individual and organization repository and sharing updates or new opportunities and how they move with the rest of my team in real-time. My business performance has increased.

The task reminders are very helpful! They keep me on track for my day, and I like the reminder system.

Now and then, the tasks won't load on their correct date. I have to refresh the page a few times to get all the tasks to load.

I have to email customers about samples they order, so it's easy to keep track of my previous emails.

Makes communication and notekeeping amongst all of our team members more streamlined and visible, rather than keeping hardcopy notes of each customer.

Potential for duplicate customers being put into the system without a pop-up filter for this.

Data integrity - We do alot of regular manual work making sure that the data is entered in correctly. As long as it is, then the information is accurate and easily accessible by all team members.

How I can track and keep myself organized. It also holds my team accountable to everything they do. I can use Linkedin and Gmail easily with Copper. Makes my day to day a lot easier.

Difficult to tag multiple people to one company.

Realizing how easily I can end a day and pick up at the same spot the next day. We are not calling the same clients over and over. Allows us to be more efficient.

I like how easy it is to create new pipelines

I wish the the tracking was easier and we could incorporate sales commission at different tiers into the system.

Managing 600 Investors and their follow-up, capital calls, new leads

Searches out missing info for leads and people.

Pretty pricey for a solo without a need or a full-blown CRM program.

Reduced hours inputting contact information and sending it Mailchimp for future email campaigns.

Pipelines and legacy report, I love it because it's a simple app and you can control everything.

I couldn't match my WhatsApp to my tasks.

Improve my forecast and add more leads.

the ability to track all projects and conversations

some issues with activities being logged

multiple projects and conversations

Being able to navigate seamlessly through the CRM system and integrate it with different software. The app is straightforward too.

I have some contacts that have positions at multiple companies, and I cannot link them. Cannot track all exchanges with contacts, such as text and other social networking applications (twitter, instagram, etc.)

Easy to navigate CRM system and keeping track

Custom fields specific to our business and clients; Integration with Gmail, including templates and email-syncing; Extensive reporting capabilities; Many views that cater to your work style; High-level Dashboard view to help plan your day/week

Not much to dislike - more differentiation on side view tabs of what view you're looking at , such as People, Company, Opportunity)

Tracking events for each client so all team members can see the same information; Easily see where you stand at a portfolio level

emails are logged automatically and it's easy to share information with other Copper users

Inability to send automated emails to customers, still require integration with other CRM's to perform this function. Reporting - we are currently using legacy reporting which doesn't show a lot of useful information such as number of phone calls done and other metrics that we look at to convert a lead. The new reporting tool may have fixed this but there isn't any marketing collateral that shows what the new reporting tool in Copper does.

Allowed us to manage leads better and we now have a set of guidelines that define what a lead vs a company is for Copper. And certainly having notes and logs for every lead and customer has made it very easy for us to systemise work.

Having Copper has allowed our team to cut back on unnecessary communications, because folks can go look in on other communications that have gone out. It's been great for me, personally!

Sometimes I try to connect things to my email, and it takes two to four times to work. Also, when we set up records that say everyone has access, there are still records that are locked. AND, lastly, sometime Copper shows it's connected to the email, but you still cannot access it to attach a contact to an email.

Being able to upload information from our system saves individual input time; we've been able to send bulk emails; plus it's reducing data isolation. More people can view the content on our teaching staff and central office staff members (which is what we use it for)

I am a big fan of how integrated Copper is within G Suite, not only for the email tracking and reminders in G Cal, but the API enables us to automate scorecards and Google Data Studio dashboards too. We use multiple pipelines and use it as our one source of truth for sales data.

Maybe more integrations with the rest of G suite beyond Gmail, and a simpler native reporting method. Also I cannot find a way to change the reporting date of the week in Copper updates, Other than that, really enjoy it.

A single source of truth for sales reporting and pipeline.

The look and feel makes it an app I enjoy using. It's really intuitive and I love how much we've been able to customise to our needs. Having a dedicated customer success contact makes all the difference.

There is so much in the platform, it takes time to learn it all to make sure we optimise. But having Natalie on hand is really reassuring to help with that. The dashboard could be better. I'd like to be able to add my own reports on there.

We needed a forecasting system but it's ended up being our go to tool for customer management and we've integrated other software with it to have everything in one place.

Integration with Gmail is seemless - and the Android app works really well.

Some basic integrations are only available on higher paid tier levels e.g. Mailchimp integration.

Copper CRM makes sales pipelines very easy and helps keep me on track with prospective customers.

The integration with G-suite is unlike any other CRM system I've used. Syncs with all emails and tracks all the critical data.

Everything has been great so far. If you're a large enterprise org, this probably isn't for you. But it's perfect for a small/medium size org using G-suite.

Copper helps our team track all of our sales conversations and keeps the details organized.

Love the Google plug-in, intuitive UX, and responsive customer service. Ideal product for our Gmail/GSuite-run company in terms of functionality vs. value. Does all we need but not too much.

Have not found a way to make the automation useful for us yet.

Quick, easy entry of leads and contacts into the system directly from Gmail. Easy sorting and exporting.