About Copper

Copper is an easy-to-use CRM for small and medium-sized businesses that need a better way to manage leads & grow customer relationships. If you don't have time for data entry, tedious admin tasks, or overly complex tools, Copper just might be for you. Its seamless integration with Google Workspace automatically logs all your emails and other interactions to the right contact without you having to lift a finger. You can also see information from all your email threads, past interactions, and tasks... all in one place. Copper even reminds you to reach out to contacts and follow up on deals. Ready to join 30,000+ businesses in over 110 countries around the world in building more valuable, longer-lasting relationships?
Copper Software - Copper is the only CRM recommended by Google
Copper Software - Seamless integration with your Gmail inbox means no time spent on data entry
Copper Software - Easy drag-and-drop functionality helps you visualize and manage your opportunities
Copper Software - Copper Chrome extension means you never have to leave your inbox to CRM
Copper Software - Integration with your Google Calendar delivers important context before every meeting
Copper video
Copper Software - Copper is the only CRM recommended by Google - thumbnail
Copper Software - Seamless integration with your Gmail inbox means no time spent on data entry - thumbnail
Copper Software - Easy drag-and-drop functionality helps you visualize and manage your opportunities - thumbnail
Copper Software - Copper Chrome extension means you never have to leave your inbox to CRM - thumbnail
Copper Software - Integration with your Google Calendar delivers important context before every meeting - thumbnail

Copper pricing

Copper does not have a free version but does offer a free trial. Copper paid version starts at USD 29.00/month.

Starting Price:
USD 29.00/month See pricing details
Free Version:
No
Free trial:
Yes

Alternatives to Copper

Salesforce Sales Cloud

Grow your revenue and profits with intelligent sales automation with Sales Cloud. Help every rep be more efficient.... Learn more

HubSpot CRM

With its cloud-based, customer relationship management (CRM) platform, HubSpot CRM helps companies of all sizes track... Learn more

Zoho CRM

Zoho CRM is a cloud-based business management platform that caters to businesses of all sizes. It offers sales and... Learn more

Pipedrive

Pipedrive is a web-based Sales CRM and pipeline management solution that enables businesses to plan their sales... Learn more

Insightly

Insightly is a SaaS-based CRM solution targeted at growing mid-sized businesses. More than 1.5 million users worldwide... Learn more

Dynamics 365

Microsoft Dynamics 365 is a cloud-based CRM ecosystem for small, medium and enterprise organizations, with a focus on... Learn more

Copper Reviews

Feature rating

Value for Money
4.1
Functionality
4.1
Ease of Use
4.5
Customer Support
4.3
5 reviews of 555 View all reviews
Scott
  • Industry: Information Technology & Services
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 01/07/2020

The CRM for sales team on Gsuite

I've used a lot of CRMs, from Salesforce to Pipedrive. Copper is hands down the best. Easy to use, easy for the team to adopt but still very powerful under the hood.

Pros

Automated data entry. Pre-populates a lot of my contacts data so adding new leads is a simple point and click.
The gmail integration is amazing. I can get a clear picture of my entire relationship from where I work - gmail.
Im really starting loving the workflow automations and cool calculated fields I can make now.

Cons

I'd like to see a better native integration with an email automation software

Alternatives Considered

Pipedrive, Salesforce Sales Cloud and HubSpot CRM

Reasons for Choosing Copper

I kept losing track of my conversations and follow up actions.

Reasons for Switching to Copper

Salesforce clunky, very expensive and the team hated it. As a small business we didn't use 30% of it. Pipedrive was ok, but very simple and seemed to suit a very small team. It lacked multiple pipelines and didnt have the integration to Gsuite that Copper provided. Hubspot free was very simple and the full paid version of hubspot was super expensive. I didn't need the marketing features at all. Copper also had a better user experience and gsuite integration.
Michael
  • Industry: Health, Wellness & Fitness
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
4
Ease of Use
5
Customer Support
5

5
Reviewed on 02/02/2022

The ONLY Fully-Integrated CRM Solution for Google Workspace

Our small business has been a Copper client for the last 2-3 years and we have been incredibly happy with the Copper CRM product and the team that supports it. As our business grows, so do our CRM needs.

Copper has been able to fulfill each of these needs as they arise, often from regular updates on their product roadmap. It's almost like Copper has been "inside our head" and developed exactly what we needed prior to us asking.

@TeamCopper - Great job listening to your clients in the community and actually developing your product to suit our needs. This is what encouraged us to sign a 5-year agreement with you!

Pros

Full functionality within Google Workspace plug-in (Gmail, Calendar). Ability to pull a list view of Opportunities, Leads, etc and update individual records without leaving the screen (HUGE time-saver).

Cons

Import function needs work in the area of duplicate management and add/ overwrite tags. Third-party integration with Zapier makes this seamless but can add unnecessary expenses.

Alternatives Considered

Zoho CRM, Insightly and HubSpot CRM

Reasons for Choosing Copper

Eat your heart out, Salesforce. Copper just packed your lunch! If you are looking for a robust CRM/ lead management/ marketing suite that has all the lipstick but WITHOUT the Dev cost of Salesforce et al, then you need to try Copper. We did. And we couldn't be happier. Just try it. You won't regret it.

Switched From

Salesforce Sales Cloud

Reasons for Switching to Copper

Copper was the robust, affordable solution to our growing CRM needs. Without the Dev cost.
Josh
  • Industry: Financial Services
  • Company size: 51-200 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
3
Features
4
Ease of Use
5
Customer Support
5

4
Reviewed on 01/08/2022

A great CRM for a small to mid-sized company

Copper has been a great experience overall. Their Customer Success Managers are the most helpful, prompt and friendly people whenever there's a hiccup with Copper. The price per user is a bit expensive

Pros

What I like most about Copper is its built-in connectivity to all things Google. Auto-logging calendared events, easily adding files to records from our Google Drive, using the Copper add-on to easily push data out to Google Sheets and then Google Data Studio...it's great.

Cons

I believe Copper needs to focus on tightening up existing features before rolling out new features to compete with other platforms. There's a delicate balance between building new things and maintaining what already exists and I feel that sometimes their focus is too dedicated towards building new.

bob
  • Industry: Insurance
  • Company size: 11-50 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
1
Features
1
Ease of Use
3
Customer Support
1

2
Reviewed on 22/11/2016

Extremely Limited

Tried PW for my insurance biz. It was a total waste of time. It took 20+ hours to set up for my business and did very little to help organize contacts/meetings/notes as I required. Also needed to be able to filter/search for data.

Overall, it lacked customization.

Wanted to add custom fields like birthdates. This proved impossible, as the date field required input via pop up calendar, so you'd have to click through every month to get back to January 1 1965. I talked to their support people for a total of 3 hours and the conclusion of it all was "the software can't do that and we're not going to implement that unless a ton of people ask for it." That should have been a red flag because it just got worse.

Importing data is super annoying. If you have a google sheet you want to import, you have to download it as a CSV then re-upload it, and hope the fields match up. It also adds a bunch of tags to crap that makes a huge data mess you end up wasting hours to fix.

The dashboard is a total waste of space. There is no useful information. The People section is basically a glorified Excel spread sheet. When you export your data it grabs the fields, but leaves all of the activity notes behind, so you cannot back those

Custom filters are another massive failure. If you want to filter by X but exclude everyone who already has Y, it's impossible. I think an undergrad designed this system because it lacks advanced features severely.

If you want to set up a daily to-do queue, forget it. You might as well use paper checklist or a spreadsheet.

Another major problem is that it will pull info out of your google contacts and if you check the box for Sync with Contacts, it will completely destroy your hardwork in contacts. It deletes data out of fields, such as addresses and phone numbers. You have to pay for another software called Pieworks to fix that, but it's also terrible. A simple basic feature that should be included is not, and you have to pay yet another monthly sub for something really stupid that should be there.

It has an app for android, and it was convenient when out of the office. You can pull up the contact and if you just had a meeting with them, dictate the notes into logging a meeting. If you need to call them, just tap their phone number, and at the end of the call PW is already logging your call, just enter the notes about topics of discussion. However, the app needs improvement in terms of the dashboard, such as calendar and to do list like a call queue or other service tasks.

You have to submit tickets for every little thing. It's extremely annoying and waste of your time.

I decided to cancel this, pulled all of my data out of PW and set it up in a spreadsheet. PW is barely more than a spreadsheet with a pretty interface. It's not worth the money. You might as well use something free -- or spend the money and get a real CRM with all the features you really need.
They will not let you cancel. There is no place to remove your billing information or cancel your plan. You have to submit a ticket and hope they answer it, but more likely, they'll ignore it because they are a greedy company that ignores the requests users make on their website for changes.

They claim they are the CRM google uses, but that's not true. This is a very immature piece of software that cannot handle a serious business with specialized needs. They may have partnered with

Pros

Interface is OK but needs improvement. The app was convenient, but needs a better dashboard.

Cons

High cost, lack of customization and features. Have to submit tickets for any help. Lack of training videos.

Patrick
  • Industry: Construction
  • Company size: 2-10 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
0
Features
5
Ease of Use
4
Customer Support
0

4
Reviewed on 29/04/2022

Great product for new client prospecting

Pros

Copper is easy to sync with Gmail and email notifies the user when tasks are due.

Cons

The software works great while working within the Google Suite but if you are operating on a different platform it is restrictive.

Related categories