Copper

Score5 out of 10

61 Reviews and Ratings

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What is Copper?

Copper is a customer relationship management (CRM) built as an integration into Google Apps.

Categories & Use Cases

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: 8.3
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

Interaction tracking
Users can log and track all customer interactions through any channel, including social, email, phone and in-person.
Category average: 8
Channel / partner relationship management
The software allows for sales, territory, lead, order and account management for partners or OEM relationships.
Category average: 7.9
Compensation management
The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.
Category average: 8.5

michael garcia

Sales Executive in Sales at W42ST (1-10 employees employees)

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

Scott McCusker, MBA View profile

Owner in Sales at CGAgency LLC (1-10 employees employees)

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

Moriah Bacus, CAPM View profile

Accountability Coach + Project Manager at Vibe High (1-10 employees employees)

Use Cases and Deployment Scope

I use Copper to organize all of my past clients, current clients, leads, networking and referral partners. I use it to track all opportunities - that's one of primary reasons I signed up. I felt that putting a laser focus on my pipeline would help me keep my eye on the prize, and it's worked. I've set up some automations to help me save time - such as an integration with Calendly where a new contact record is created each time someone books a networking or discovery call with me.

Pros

Easily recording and tracking opportunities
Little to no learning curve with an intuitive interface
Easy to customize

Cons

My number one request is making the task scheduling increments in the desktop version in 15 minute increments instead of 30.

Return on Investment

When I needed to launch my new freebie and email marketing, Copper was where I organized all my outreach to warm contacts, resulting in a mailing list of 50 people within a couple of weeks.
None of my opportunities are slipping through the cracks, those that are on hold are still on my radar so I can pitch my new service.

Usability

Alternatives Considered

HubSpot CRM

Other Software Used

Asana, ConvertKit, Slack

Verified User

Account Manager in Marketing (11-50 employees employees)

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

Verified User

Director in Marketing (11-50 employees employees)

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

Salesforce Sales Cloud

Pipedrive

HubSpot CRM

Copper

What is Copper?

Categories & Use Cases

Key Features

Top Performing Features

Single sign-on capability

Mobile access

Customer data management / contact management

Areas for Improvement

Interaction tracking

Channel / partner relationship management

Compensation management

Reviews

Use Cases and Deployment Scope

Pros

Cons

Return on Investment

Usability

Other Software Used

Use Cases and Deployment Scope

Pros

Cons

Return on Investment

Alternatives Considered

Other Software Used

Use Cases and Deployment Scope

Pros

Cons

Return on Investment

Usability

Alternatives Considered

Other Software Used

Use Cases and Deployment Scope

Pros

Cons

Return on Investment

Usability

Alternatives Considered

Other Software Used

Use Cases and Deployment Scope

Pros

Cons

Return on Investment

Usability

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