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. It's designed to integrate with Gmail and other Google Apps, meaning it can log all your emails and other interactions to the right contact with 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 25,000+ businesses in over 110 countries around the world in building more valuable, longer-lasting relationships?
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Copper pricing

Copper does not have a free version but does offer a free trial. Copper paid version starts at USD 25.00/month.

Starting Price:
USD 25.00/month See pricing details
Pricing Details:
14-day free trial, no credit card required. Basic: $25 per user per month (billed annually) or $29/user/month billed monthly. Maximum of 3 seats. Professional: $59 per user per month (billed annually) Business: $119 per user per month (billed annually) View Pricing Plans
Free Version:
No
Free trial:
Yes

Alternatives to Copper

Salesforce Sales Cloud

The Salesforce Sales Cloud is an on-demand CRM platform offering applications for small, midsize, and enterprise... Learn more

HubSpot CRM

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

Pipedrive

Pipedrive is a web-based Sales CRM and pipeline management solution that enables businesses to plan their sales... Learn more
Zoho CRM is a cloud-based business management platform that caters to businesses of all sizes. It offers sales and... 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
Zendesk is a cloud-based help desk management solution offering customizable tools to build customer service portal,... Learn more

Copper Reviews

Feature rating

Value for Money
4
Functionality
4
Ease of Use
4.5
Customer Support
4.5
5 reviews of 482 View all reviews
Scott G. Scott G.
  • 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

Salesforce Sales Cloud, Pipedrive 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.
Dulce L. Dulce L.
  • Industry: Legal Services
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
0
Features
4
Ease of Use
5
Customer Support
0

5
Reviewed on 04/08/2021

Amazing CRM!

Overall very happy with this software. Didn’t need any training at all as it’s very intuitive and easy to work with.

Pros

It is very user friendly, loads quickly and can be used on the go. I love that there’s an app that works smoothly on my iPhone and iPad. This makes us super easy to work on the go or to be able to access info when away from the office. I also love the copper extension that allows me to see if my clients have opened up our emails (it lists each date and time it was opened)

Cons

The only issue I have is that the Copper extension (not the software itself) sometimes marks an email as being read if I open it to link it to an opportunity. Not a big deal, I can usually rule out the “read” notification right after the email was sent because I know it was me. Any other reads are ones our customers triggered when they opened the email.
I also wish that the mobile app allowed you to view the customers numbers without having to select the “phone” or “call” option.

Bob J. Bob J.
  • 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.

Phil S. Phil S.
  • Industry: Food Production
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
4
Features
4
Ease of Use
4
Customer Support
4

4
Reviewed on 11/08/2021

Sales for Organic Maple Syrup

Great tool for the price and for a team.

Pros

A very essential tool, pretty easy to use for Sales CRM.

Cons

Lots of features are not needed for the basic sale of a grocery product.
Would like to link a People of a Company to be the Companies Primary Contact. so there is only one entry for that in the Company.
Wish saved files could be viewed and not just downloaded.

Alternatives Considered

Insightly and HubSpot Marketing Hub

Reasons for Choosing Copper

Copper (Prosperworks) is much better.

Switched From

Results CRM

Reasons for Switching to Copper

Better team integration. Better Gmail intergration.
Verified Reviewer
  • Industry: Building Materials
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
4
Ease of Use
5
Customer Support
0

4
Reviewed on 12/08/2021

I really like Copper

For us it all hinges on Opportunity tracking - which we modified into a "start-to-finish/inquiry-to-money-collected" tracker. We don't use the project management or task management.

Pros

The Google integration and drag and drop pipelines/stages are what sold me. It didn't take long to learn and start modifying it for our activity/information needs. The mobile version is more than adequate and the whole UI is well done.

Like all good software, I'm sure there are features and shortcuts we don't use enough, but basically, it is more than suited for what we use it for; Customer information and job process tracking.

Cons

These cost more money - via upgrade; Mailchimp integration, adding many custom fields, and better than limited reporting. We run the Basic version.

Alternatives Considered

Zoho CRM, Insightly and HubSpot CRM

Reasons for Switching to Copper

It was the best UI, Google integrated, flexible one of what we looked at.

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