Copper Review

Stay Organized, Close More Deals, and Grow Faster

Discover how Copper CRM can transform your sales process by centralizing customer data, automating tasks, and providing valuable insights.

What is Copper?

Copper is a customer relationship management (CRM) tool designed to streamline and enhance the way businesses manage their customer interactions and sales processes. Tailored specifically for Google Workspace users, Copper integrates seamlessly with tools like Gmail, Calendar, and Drive, making it easy to access and update customer information directly from your inbox.

With Copper, teams can centralize all customer data in one place, visualize their sales pipeline, and automate repetitive tasks. This allows sales reps to focus more on selling and less on administrative work. The intuitive design ensures that even those new to CRM systems can quickly get up to speed and start seeing the benefits.

The Go-to-Market Challenges Copper Solves

Problems Copper Solves

Copper CRM helps businesses overcome key customer relationship management challenges:

1. Scattered Customer Data: Copper centralizes all customer information, interactions, and communications in a single database, eliminating the need for multiple tools and documents.
2. Lack of Visibility into Sales Pipeline: Copper's visual deal tracking features provide sales teams with a clear picture of their pipeline, allowing for accurate revenue forecasting and preventing deals from falling through the cracks.
3. Manual, Repetitive Tasks: Copper automates time-consuming tasks such as logging customer activities, sending follow-up emails, updating deal stages, and scheduling reminders, freeing up time for sales reps to focus on selling.
4. Difficulty Collaborating on Customer-Facing Projects: Copper’s shared workspace enables teams to work together on delivering exceptional customer experiences, with all communications, files, and tasks accessible to the right people.
5. Lack of Insight into Customer Data: Copper’s reporting and dashboards surface valuable insights, allowing sales leaders to see metrics like time to close, deal win rates, and sales activities, providing visibility into the health of customer relationships.

By addressing these challenges, Copper empowers businesses to build stronger relationships, close more deals, and grow revenue efficiently.

The Benefits of Copper

Seamlessly Integrate with Google Workspace

• Built for Google Workspace, allowing you to work out of your inbox.
• Automatically synchronize data between Copper and Google Calendar, Contacts, Gmail, and more.
• Access and update Copper records right from Gmail, saving time switching between apps.

Visualize and Manage Your Pipeline

• Get a clear visual overview of your sales pipeline and deal status.
• Easily drag-and-drop opportunities between stages as they progress.
• Create custom pipelines for different products, business units, or sales processes.

Automate Repetitive Sales Tasks

• Use Copper's automation features to eliminate manual data entry.
• Auto-populate contact records from email signatures.
• Receive automated alerts when opportunities require action or are at risk.
• Log sales activities automatically to focus time on selling.

Collaborate Across Teams

• Securely share records, notes, and files across teams for better collaboration.
• @mention colleagues on records to bring them into the conversation.
• See the full interaction history across teams to get the complete context.

Derive Actionable Insights

• Leverage real-time sales reporting and dashboards.
• Identify trends, stalled deals, and sales performance issues.
• Forecast sales more accurately based on your pipeline data.
• Measure sales activities and outcomes to optimize your processes.

User Reviews of Copper

G2 Reviews

Overall Rating: 4.5/5
Top Competitors: Pipedrive, HubSpot CRM, Salesforce Sales Cloud

Positive Quotes:

1. "Copper is a great CRM tool that helps streamline our sales process and keep track of our leads and opportunities." Verified User 5.0/5
2. "Copper CRM has been a game-changer for our business. The Gmail integration makes it so easy to keep track of all client communication and never let anything slip through the cracks." Verified User 5.0/5
3. "Love how easy it is to use and how seamlessly it integrates with Gmail. Definitely makes my life easier when it comes to keeping track of client communication and follow-ups." Verified User 5.0/5

Concerns:

• Missing Features
• Incomplete Information
• Integration Issues
• Limited Features
• Expensive

General Sentiment on G2: Overall, users appreciate Copper's integration with Gmail and its ease of use. However, some users feel that it lacks certain features and can be expensive.

Positive Reviews:

• Easy integration with Google Workspace.
• Streamlined sales process.
• User-friendly interface.

Negative Reviews:

• Some missing features.
• Integration issues.
• Perceived as expensive.

Read more reviews on G2

Reddit Reviews

Overall Sentiment: Mixed, with some users praising its Google Workspace integration and ease of use, while others mention it being pricey and lacking in features.

Top Reddit Thread: Anyone use Copper CRM?

LinkedIn Activity

Top Posts and Articles:

1. Future of CRM Software and AI
2. CRM Recommendations
3. Best CRM Software in India
4. SaaS Market Trends
5. Cloud-Based CRM Market

Analysis: Significant interest in how CRM software is evolving with AI and analytics integration. Discussions around top solutions for different business needs and the growth potential of cloud-based CRM.

Integrations and Compatibility

Copper CRM integrates seamlessly with the following:

1. Google Workspace Integration
   • Deep, native integration with Gmail, Calendar, Contacts, Drive, and Forms.
   • Track Gmail activity and sync inbox with Copper.
2. Popular Business Apps
   • Integrates with tools like Slack, Mailchimp, Zendesk, Quickbooks, and Jotform.
3. OAuth2.0 Authentication
   • Supports secure OAuth2.0 authentication for integrating other apps.
4. Chrome Extension
   • Quick access to Copper CRM data and features while using Chrome.
5. Mobile App
   • Available for iOS and Android, enabling use of core features on mobile devices.

Copper FAQ

What does Copper CRM do?

Copper is a CRM solution that helps businesses streamline and manage their customer interactions and sales processes. It centralizes customer data, enables visual deal tracking, automates repetitive tasks, and provides detailed reporting, all while integrating seamlessly with Google Workspace apps.

How easy is it to set up Copper?

Copper is designed for easy setup. The average setup time is under 1 hour, and many users go live within a day.

What makes Copper different from other CRMs?

1. Native integration with Google Workspace.
2. User-friendly design.
3. Robust sales automation.
4. Built-in collaboration tools.

Can Copper integrate with other tools?

Yes, Copper integrates with popular tools like Slack, Mailchimp, Zendesk, Quickbooks, and more. It also provides an open API for custom integrations.

What are Copper's pricing plans?

• Basic: $25/user/month
• Professional: $59/user/month
• Business: $119/user/month No hidden fees.

Is there a free trial for Copper?

Yes, Copper offers a 14-day free trial with all features of the Professional plan.

Does Copper provide customer support?

Yes, email support is included with all plans. Professional and Business plans include phone support. Premium support with 24/7 coverage is available for an additional fee.

Who is Copper ideally suited for?

Copper is ideal for small to mid-sized businesses that rely on Google Workspace. It's popular in consulting, real estate, technology, and professional services.

By integrating seamlessly with Google Workspace and offering robust features, Copper CRM helps businesses streamline their sales processes, improve collaboration, and drive growth.

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