#1 most frequent
United States of America
70.9%141 installations of 199
What is Copper?
Copper is a customer relationship management (CRM) built as an integration into Google Apps.
Categories & Use Cases
Videos
Top Performing Features
Single sign-on capability
The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.
Category average: 8.2
Mobile access
Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.
Category average: 7.7
Customer data management / contact management
The software acts as a single source for all customer data and enables users to access that data efficiently.
Category average: 8.6
Areas for Improvement
Interaction tracking
Users can log and track all customer interactions through any channel, including social, email, phone and in-person.
Category average: 8.1
Channel / partner relationship management
The software allows for sales, territory, lead, order and account management for partners or OEM relationships.
Category average: 8
Compensation management
The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.
Category average: 8.6
Who Buys & Uses Copper
#2 most frequent
Canada
8.0%16 installations of 199
#3 most frequent
United Kingdom of Great Britain and Northern Ireland
5.5%11 installations of 199
MWG COPPER
Use Cases and Deployment Scope
We use Copper as our central CRM to streamline our entire sales process and client management. It helps our team stay focused and aligned by organizing multiple pipelines, managing client relationships, and tracking project progress — all in one platform.
Even as a hyper-local company with a small team (6–8 members), Copper plays a critical role in keeping departments connected and workflows efficient. It solves the challenge of disjointed communication and scattered data, enabling us to deliver a consistent and organized experience for our clients and internal team.
Pros
- Helps sales visually see all moving leads/prospects
- Allows for easy access on both desktop/mobile
- User interface is fairly straightforward
Cons
- Window change: for mobile - when you tap on a card from a pipeline it takes you to the lead’s basic info. I wish it would immediately just open all activities so I can quick see notes
- I usually use Copper on the go. When you open the Copper app, it immediately opens a collab window. I wish it had some sort of easy dashboard….plus a notes area. I open Copper on mobile to quickly search for someone’s name or to take quick notes from a sales meeting
Return on Investment
- I’ve used several CRM’s and Copper allowed me to come, manage clients and quickly scale our business.
Usability
Other Software Used
Surfe, Canva, Adobe Acrobat
Agency Owner Uses Copper - Pays for Itself
Use Cases and Deployment Scope
Our business is within the entertainment industry where we book artists onto shows/gigs. So we do sales with clubs/festivals/venues throughout North America. So we use Copper for our customer database and use their pipeline tools to keep track of projects.
Pros
- Keeping customer lists together
- Keeping teams on the same page with projects
- Setting up of automation of tasks
Cons
- Filtering of customer lists of larger groups
- Ability to move customers back to leads in contact lists
Return on Investment
- It pays for itself
- Keeps me and my team organized
- Team can work from one place for their CRM related tasks
Alternatives Considered
Streak
Other Software Used
Microsoft 365, Vityl IT & Business Monitoring, Gigwell
Copper - A Powerful Yet Easy to Use CRM
Use Cases and Deployment Scope
I use Copper to keep all of my customer interactions visible and in one place. This product integrates directly with Gmail eliminating me from manually associating any email interactions with a customer. Before I used Copper I tracked my sales activity in spreadsheets and calendars. Using Copper has reduced the time I previously spent manually managing these interactions by 95%.
Pros
- Integrates with Gmail
- Integrates with Linkedin
- Provides an easy configurable Interface for contact categories.
- Provides many of the same functions as very expensive CRM's but easy to use and set up.
Cons
- Better tracking of opened emails. If I send an email to multiple contacts, Copper reports the email was opened by a user but not who opened it.
- Integrate contact syncing across platforms. I use a 3rd party app to sync all of contacts across multiple Gmail accounts, outlook, and Copper. (Sync Penguin)
Return on Investment
- Cooper enables me to work more efficiently, thus make more sales.
Usability
Alternatives Considered
Sales Force Assistant
Other Software Used
Sales Force Assistant, NanoCAD, Corel PaintShop Pro
Get up an on a CRM quickly.
Use Cases and Deployment Scope
When your team is more focused on getting work done than obsessing over “the funnel,” this is a solid CRM. Copper is especially strong if your team lives in Google Workspace and your business development process doesn’t hinge on long, complex customer journeys. It’s lean and practical, but you won’t find all the bells and whistles that come with HubSpot—or the deep support and enterprise-grade experience you’d get with Salesforce. We’ve been on Copper for three years and have renewed, which says a lot. That said, the ugly user interface and terrible Mailchimp integration are still major drawbacks.
Pros
- G-Suite Connectivity
- Set it and forget it data capture
- Automated Email Templates
Cons
- Ugly interface
- Poor Mailchimp Integration
- Integrated data enrichment tools
Return on Investment
- Our organization has built a much larger database
- We are able to communicate more frequently with prospects
- We can track previous prospects, search and sort
Usability
Copper as a Strategic CRM for Business Growth
Use Cases and Deployment Scope
We use Copper as a strategic tool to ensure perfect control and visibility over our relationships with both current and potential clients. The platform plays a key role in supporting our commercial and business development efforts, helping us manage leads, track opportunities, and maintain a high standard of follow-up across the entire sales pipeline.
Pros
- Linking with G Suite
- Summary of information
- Team work management
Cons
- Showing the full contacts of a client
- Filters
- Advising taskworks
Return on Investment
- Better management of the relationship with clients
- Accesibility to fast information
Usability
Other Software Used
Odoo
