Copper Reviews: 4.5/5 — Highly Rated

I love how easy it is to use Copper from every angle - viewing pipelines, customizing pipelines, reporting, learning history from past clients - there really are so many great aspects of Copper, and I haven't even scratched the surface!

Since I am in a position that relies heavily on the data that Copper stores, I would love to be able to get real-time reports instead of waiting for the updates every 10 hours! (But I also understand that it is a work-in-progress so I'll look forward to continued work on this aspect!)

Copper is helping our organization to monitor our sales process and maintain thorough records of all clients and client interactions to ensure that our pipeline remains full and that we always know where opportunities are in the process.

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.

A lot of features, but not complicated to use! Very user-friendly. Easy-to-use pipelines, deals, email tools, tasks etc.

Reports could be a little more robust with more options.

Allowing us to manage prospects, tasks, and the sales pipeline in an organized way will enable us to be more productive and close more sales.

The connection with my gmail account makes communication with clients easy.

Some things take a while to find, like how to do a group email, no answers in the search bar.

It is providing a way of prioritizing my clients based on close rate percentages.

I love the Google plugin. My business uses Google Workspace and Clickup, and the Google workspace integration is fantastic. I tried Hubspot because I thought I wanted more marketing stack features, but in reality I wanted more Copper Integrations, which I now have. Copper is lightweight and fast with a simple UI. I would love to have a 2 Way Clickup Integration so that I could push Projects, People, and Companies back and forth. If you are looking for a sales and operations CRM and use Google, I feel very confident that this is the tool you want.

If what you want is a robust marketing stack and landing pages, this is not your tool. I am a believer in integrated and separate tools (i.e. Copper+Clickup+Mailchimp+Calendly), rather than a single tool attempting to "do it all" (i.e. Hubspot, Salesforce)

It is managing my contacts, it is easily and neatly fitting into my Google-based tech stack, and it is a CRM that I can get more out of than I put in. Most CRMs I've ever used feel like some sort of task in and of themselves. As a small businesss owner, I am not trying to produce reports that my higher ups and their higher ups can track and I am a believer in minimalism.

the way it integrates with google to track all activity in one place.

i wish it showed me who opened my email as opposed to just showing it was open

tracking all emails and attachments in place instead of searching each time for activity

it is obvious and easy to use. it shows different colors and stages

Nothing really bothers me. Copper is great.

it helps me keep track on which client i should contact in case I forget them

Most CRMs I have used in the past have very similar functions and capabilities; what separates Copper is how helpful its support staff has always been whenever my organization has questions.

I haven't experienced any difficulties with Copper; the platform works great and is very rarely down due to updates or upgrades. When Copper is down, it is always at times that are not inconvenient or hinder my work day.

Copper serves as our source of truth for our organization. We use Copper as our database for all our clients and prospects. It has been highly reliable and also has simple connections to other external tools we utilize.

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.

I like Copper's user-friendly setup, organization, and regular updating of the software to always have new features available.

The only feature that I wish Copper had was the ability to attach a file to an activity. For example, when I am logging a meeting with a client, it would be very helpful to be able to attach the presentation I shared with that client or a video recording of the meeting.

Copper is helping keep the business I work for organized, and allows us to track all communication with our clients.