Copper Reviews: 4.5/5 — Highly Rated

I love that the mobile version allows me to do everything that I need to do, even when I'm away from my desktop. I never have any issues with it crashing or loading slowly. It's very user friendly and it's easy to do things on the go.

The only thing I disliked for a little while was that the mobile version would not allow me to view emails sent in copper, even if they were emails I had sent myself. It said I didn't have sufficient permission but that has since been resolved.

Copper has been a huge upgrade to me compared to the last software I used at my last job. we use to use Abacus Law, which seemed very outdated and it only allowed us to write notes and have a customer profile. Now that I use copper, I love that I can set tasks, send emails and do so much all in one application. It helps with efficiency for sure!

We use the Project Feature directly linked to a Quote Manager Tool and the information prepopulates for ease of access and not duplicating work. Also that all of the email traffic is at my fingertips from all the Company employees linked. I can access very useful information regarding a Project without having to talk to our Sales Team.

Sometimes it takes the Projects and/or People feature a longer time to load.

Communication, scheduling and tracking projects as well as constant data updates and customer emails being seen by all (if not copied). Biggest benefit is in communication and data being centralized. Very easy to add and/or change data.

The leads section and you can easily convert to customer. Also can put in all opportunities and update accordingly. From the pitch stage to the conversion very easy to use. I also find the inactive days section very useful to make contact with clients more often.

Nothing really. Copper is all user friendly and has helped me a lot

I can put all my leads into copper and then easily change them to customer or potential customer when I get a meeting or some traction.

Seamless integration with G-Suite, you don't have to worry about anything falling through the cracks on the CRM side. Copper can be easily customized to fit your business process, without unnecessary upgrades or costs. If you use G-Suite, start with copper and allow them to prove to you why you shouldn't be a customer. It's that good. They also have some great integrations with other platforms.

The scheduler on copper is a little tough to set up, but once you've gotten used to it, it does the trick.

Easy pipeline management, contact management and greater depth of understanding of my contacts priorities, likes and dislikes.

It is really simple to use because the service that this tool gives me does not need much training. Another important point is that I can keep track of all customer interactions with sales and performance reports at my fingertips. On the other hand, I can enter custom fields to get all I want to know.

If it were not extremely restricted, it would be ideal and improved somewhat with regard to its chrome supplement. It is also important that I can create calendar invitations from the application

We use copper because we can follow our sales and manage our contacts. In addition to developing our own terms and conditions to record data and therefore develop current sales action plans.

The integration of the various mail and information platforms that allow you to add to Copper helps you to quickly manage your communications with customers.

I think the only "Problem" is that sometimes it gets slow and i find it hard to get into some features.

Maintain an order in the development and order of the information i possess from my clients.

I love that this integrates with Google as this is the main program we use.

I have not run across anything yet. Still working on it

CRM

Connects with Google products easily, saving hours of time

Initial setup and transferring data from an existing CRM

not losing customer communication, ie emails and calls automatically logging

The outlook, usability, integrations with G Mail and navigation is fantastic. This was my first time using this CRM under this new role at my new company and I really wish my old company had it. I would assume someone with no technology background or CRM experience would be able to use this straight off the bat, very little training if none is needed which I loved. You can hit the ground running

The search functionality. Sometime you will search for a lead/contact that you know is in the CRM/that you have worked on in the CRM in the past however when you search it, it does not show up. Also, you end up with a lot of duplicate entries due to this, which causes it's own issues.

Controlling and managing content. Connectivity and transparency between departments is also improved as everyone has visibility across all prospection within the company. Cross department/team collaboration is also improved as you can get your colleagues input in comment sections and in the notes. The sales prospection stages is also shortened as you can email directly through the platform. lead generation is also improved.

The integration with G-Suite is such a timesaver. Everything is automated without me even having to do much.

I think it can be more fun to use in terms of interface. Hubspot is a good example.

Having all my leads and customers in one accessible place.

Copper is versatile and easy to use. The platform is user friendly, has advanced features to efficiently organize contacts and automate secondary tasks with little effort.

Nothing disgusts me. However, I think it could add more integrations with third-party tools.

It allows us to improve relations with our customers. Increases productivity of our team and help us win more opportunities.

Cooper provides a modern and intuitive interface. The platform is designed to integrate marketing and sales teams effectively. It reduces the time of registration of information and helps us to consolidate relationships with potential clients. Unify work and make more effective communication with the team and with customers. It provides features to integrate with applications that we use on a daily basis such as email.

The use of this tool has reported good results. Until now, I have not found anything that disgusts me.

It is a necessary tool to improve our business relationships. It allows us to connect with more leads, manage opportunities and set realistic goals and aimed at meeting the needs of our customers. I must emphasize that the automation functions help simplify team collaboration.

Copper ties right into our Goolge enterprise accounts making this CRM seamless to the sales team.

The new logo and name do not seem to have any correlation to the product.

Keeping track of all of our leads and tying the emails and conversations of each step under one thread.

Why reinvent the wheel when you can just upgrade with a great hubcap! LOVE that the AI tracks my activity seamlessly through my Google Suite.

Many of our contacts are international and an API with WhatsApp would be fantasitic.

Tracking activity and outreach

Copper is intuitive and easy to use. Not much setup and you can get started right away. Easy to import contacts and start managing sales teams.

The pricing tiers kinda suck. I would like the email tracking in the lower tier.

We need tools to foster manage customer relationships and close more deals.

The best part about Copper CRM is, hands-down, the support we receive from the team at Copper Inc. From the get-go, we had someone walking us through every single step from on-boarding to setup and making sure we're happy. (Thanks a ton David!). Our team has also met a few people from the team at Copper twice now, and we're on opposite coasts!

There's nothing to dislike about Copper! The only thing I dislike is that every business isn't using them! If you're using any other CRM, you probably aren't happy. It's time you switched to Copper.com.

I love how simple it is to jump and use. I've used CRM on CRM and just never been happy. Finally, I found a CRM that everyone in the company loves with super simple reminder setups and more. It's really relieved a huge headache our company was dealing with - which was that no CRM seemed to ever work for us. We've used everything from the most expensive to even the cheap and the free ones. Copper has also helped our cash-flow since it's so affordable! This is all-around the perfect product / CRM for just about any company, no matter what industry you're in.

The ability to integrate G Suite with Copper is outstanding.

Unfortunately as it is new, there are still bugs. Developers are working hard to nip these as they come.

I’ve been able to integrate my emails with my phone calls, allowing a clear stream of communication.

I like how easy it is to track every sort of interaction I have with prospects.

I dislike that there is not nearly enough reporting functionality and my Customer Success team doesnt have the tools needed to use the software for their purposes. There is no ticketing system.

We are solving the problem of tracking everything that goes on in the sales cycle and have realized how beneficial all of the customizable fields are.

Copper is simple to use and works on all our devices. As you can quickly see every interaction with a person due to it's tight integration with gmail, it compelling and enthusiastically used by all my staff.

There could be a tighter integration between Google Contacts and Copper. You quickly end up with contact information being out of sync and there is no true "on source of truth".

The business problem we have solved is having one place for all interactions with a client. Besides the benefit of speed and accuracy, it has encouraged all staff to use Copper. I've had complex phone calls and have been able to sneak into Copper during the call and find everything I need - this often translates into money,

Copper is great in helping you with less manual data entry. All our systems are pushing and pulling data through the APIs and that saves a lot of time for me to have all data that is needed to make the right decisions.

The inability to change the date of the creation of opportunities.

Saving a lot of time that got lost on manual data entry. The benefits are: More focus on the right leads and opportunities and less time spent with tedious manual entries.

Copper is an Add-on to the Google calendar which means I can see my contacts' details right from within my Inbox. I can add contacts (which are auto-populated by Copper from their email data saving me tons of time in data entry), add opportunities, set tasks and reminders, all from within my Inbox. No swapping over to another tab to add contacts to my CRM anymore. Happy days!

Not really too much I dislike. Copper has made my CRM entries so much easier.

I can easily see what sales opportunities are in my pipeline, and who I need to follow up depending on what stage they're at. I also love that I can add reminders, making sure nothing slips through the cracks. Being able to see the email history from within Copper (without having to do a Google search) makes it easier to get back on track with where you're at with the client communication stream.

I love how easily Copper integrates with Gmail! No extra steps to track interactions with clients and monitor communication with them!

Price jump is considerable from a small team to a medium sized team. A medium sized price range or "lite" version for more users would be helpful.

We have lots of people who email all of our clients. Copper has been amazing to provide our whole team with transparency on all of those conversations so that we can streamline, cross reference, and generally save our clients the pain of unnecessary emails from us!

The system is very efficeient it makes everyones jobs in the office a lot easier. once you have imputted a customer on the system any contact that anyone has is stored on there profile so it makes it easy if someone is off and the customer rings up you can just open there profile and all the information is on there so we can deal with the customer there and then and not at later date when the person who was off returns to work.

I don't think I can find anything that i dislike about this softwear it has made life for the office a lot easier.

It keeps all the information in one place and there is not as much paper work anymore.

Easy to use, seamless and great integration with gmail

Sometimes there are features that we would like added but not always possible to happen

Keeping track of past clients/ projects/ Realized the benefit of following up with them

I like that I can fully organize each and every one of my clients down to the last detail. This includes setting their priorities from low to high, setting call back dates and reminders, updating notes, and seeing where everyone is in my pipeline as to the progress toward the close. Also, whether I abandon, lose or win a customer, all these are automatically kept track of and I can see the statistics of my closing percentage, etc. Very, very useful.

There is only one minor thing that I dislike about this program, and it is that I cannot upload a bulk amount of pictures at once. I am not sure what the cap amount of pictures is for each individual cycle, but that is one thing this desperately needs. I want to be able to drag 50 pictures into 1 folder so they are accessible to anyone in my company who needs to see them. That is all, but everything else is very useful.

The problems I am solving and the benefits I am receiving from Copper is "Organization", plain and simple. I have never had basically everything I need to organize all my clients and call-in in one place before. Switching between the pipeline and list view is extremely useful in accomplishing this.

We love the integration features with gmail which allows client conversations to be captured and stored in their client record without a duplicate entry or second thought. Also, the template tool for quick email sending has saved hours of administrative work. Lastly, the collaboration features in using a platform that is usable by multiple team members with real time updates is a fantastic feature allowing us to stay on the same page when it comes to communication with a client.

We would like to see more customized features with filters and reports particularly with generating close ratio reports for our sales representatives. We would also like the ability to add attachments to our emails instead of having to create a link in dropbox and copy / pasting the link in the body of the email.

With Copper we are solving the gap in communication between team members allowing us to create multiple touch points for our clients. With filters we are able to pull close ratios for our sales reps.

The CRM is fully integrated into our lead channels and automated email sequences are triggered based on lead quality. So much less data entry in comparison to other CRMs.

I don‘t like that the activity report did not match the right amount of actually performed activities.

Focussing on closing the lead instead on clicking around too much.

We are google centric. Copper's integration with google is second to none. We can be communicating with a prospect that has not yet been added to Copper, once added to Copper all of our emails domain wide automatically are added. A client is added to Copper by one of our admin team, give it a few seconds, and the details are in my phones contact list! Copper is very easy to use, I like my tech but I don't need to think hard to get the most out of copper. Not that I have used Pandadocs yet (still reviewing) but the integration looks awesome. The mobile app is ok, it needs some more improvement but for the time being it is fine. The new reporting they have is great to. You can export to google sheets and then design your own.

I feel it is priced a bit high, however not high enough to out way the benefits.... we will continue to use it indefinitely. It would be great to be able to have dynamic fields that only displayed depending on data in other fields. Better integration with MailChimp would be great, specifically being able to sync other fields in the CRM to mailchimp. Also the multiple relationships between entities needs to be improved. They are working on it and we look forward to the improvements.

Keeping track of leads is important, Copper does this very well. Also knowing how many times a client has had contact, and how long from the last contact. We have business partners that we work with, through reporting we have been able to share (through google sheet) key information to them.

We had been looking for a program that would do specific tasks. We tried programs that had to many component that we never used, but had to pay for. Copper gave us everything we needed. We have several employees emails each client. ALL the emails are captured in their file. Copper integrates with several programs. We can go to a client record and see everything that is going on and where they are in our process. Thank you

I would like to see a Map with the calendar that shows all the appointments. I am right now making a map to show all the appointments and Projects currently booked and located.

Copper does most of the work. It send the invoice information to QB, Canvas, Calendar connects the folded to the record. Through automation , when a appointment or project is rescheduled it changes the record to reflect the new date and sends the client an email. Templates, To have everything already typed out. What a time saver.

The simplicity of following the sales process and the effective communication between each of our departments. We are able to track the Sales process for qualified leads, the implementation process for new clients, and the up-selling process to current clients efficiently.

The reporting capabilities need to be more robust and be able to break down more information for data analytics. It also could use an email delay so you can set up emails to be sent out later.

We had an issue with being able to track when clients turnover and who was the new POC. This has helped clear that information. It has also helped us to see who our prospective clients are when we had no way of doing this in the past.