Copper Features

Copper

The CRM designed for Google Workspace

4.36/5 (482 reviews)

Competitor Feature Comparison

@mentions
API
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Activity Management
Activity Tracking
Alerts/Notifications
Appointment Management
Appointment Scheduling
Auto-Dialer
Budgeting/Forecasting
Bulk Send
Business Card/Badge Scanning
Business Process Control
Buyer Management
CRM
Calendar Management
Calendar Sync
Calendar/Reminder System
Call Center Management
Call List Management
Call Management
Campaign Management
Campaign Planning
Cataloging/Categorization
Channel Management
Client Management
Client Tracking
Client/Property Matching
Collaboration Tools
Commenting/Notes
Communication Management
Configurable Workflow
Contact Database
Contact Management
Content Delivery
Content Management
Contract/License Management
Conversion Tracking
Correlation Analysis
Customer Database
Customer History
Customer Service Analytics
Customer Support
Customer Surveys
Customizable Fields
Customizable Reports
Customizable Templates
Dashboard
Dashboard Creation
Data Import/Export
Data Synchronization
Data Visualization
Database Support
Document Management
Document Storage
Drag & Drop
Email Distribution
Email Management
Email Marketing
Email Response Control
Email Templates
Email Tracking
Engagement Tracking
Event Triggered Actions
Exception Reporting
FAQ
Field Sales Management
For AEC Industry
For Sales Teams/Organizations
Forecasting
Goal Management
Goal Setting / Tracking
Graphical Data Presentation
Historical Reporting
Interaction Tracking
Internal Chat Integration
Knowledge Management
Landing Pages/Web Forms
Lead Capture
Lead Distribution
Lead Generation
Lead Management
Lead Nurturing
Lead Qualification
Lead Segmentation
List Management
Live Chat
Marketing Automation
Meeting Management
Mobile Access
Mobile Alerts
Modeling & Simulation
Monitoring
Multi-Campaign
Multi-Channel Marketing
Multi-Currency
Opportunity Management
Performance Management
Performance Metrics
Pipeline Management
Pipeline Reports
Predictive Analytics
Presentation Tools
Product Catalog
Project Management
Project Planning
Projections
Proposal Generation
Proposal Management
Prospecting Tools
Purchasing & Receiving
Quotes/Estimates
Real Time Data
Real Time Notifications
Referral Tracking
Reminders
Reporting & Statistics
Reporting/Analytics
Request Escalation
Revenue Management
Role-Based Permissions
Routing
Sales Approval
Sales Forecasting
Sales Pipeline Management
Sales Reports
Scheduling
Search/Filter
Segmentation
Self Service Portal
Shared Contacts
Single Sign On
Social Media Integration
Source Tracking
Statistical Analysis
Status Tracking
Survey/Poll Management
Task Management
Task Planning
Task Progress Tracking
Task Scheduling
Territory Management
Third Party Integrations
To-Do List
Training Management
Visual Analytics
Warranty Tracking
Web-based Deployment
Workflow Management
XML / RSS
Visit WebsiteCompare App
@mentions
API
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Activity Management
Activity Tracking
Alerts/Notifications
Appointment Management
Appointment Scheduling
Auto-Dialer
Budgeting/Forecasting
Bulk Send
Business Card/Badge Scanning
Business Process Control
Buyer Management
CRM
Calendar Management
Calendar Sync
Calendar/Reminder System
Call Center Management
Call List Management
Call Management
Campaign Management
Campaign Planning
Cataloging/Categorization
Channel Management
Client Management
Client Tracking
Client/Property Matching
Collaboration Tools
Commenting/Notes
Communication Management
Configurable Workflow
Contact Database
Contact Management
Content Delivery
Content Management
Contract/License Management
Conversion Tracking
Correlation Analysis
Customer Database
Customer History
Customer Service Analytics
Customer Support
Customer Surveys
Customizable Fields
Customizable Reports
Customizable Templates
Dashboard
Dashboard Creation
Data Import/Export
Data Synchronization
Data Visualization
Database Support
Document Management
Document Storage
Drag & Drop
Email Distribution
Email Management
Email Marketing
Email Response Control
Email Templates
Email Tracking
Engagement Tracking
Event Triggered Actions
Exception Reporting
FAQ
Field Sales Management
For AEC Industry
For Sales Teams/Organizations
Forecasting
Goal Management
Goal Setting / Tracking
Graphical Data Presentation
Historical Reporting
Interaction Tracking
Internal Chat Integration
Knowledge Management
Landing Pages/Web Forms
Lead Capture
Lead Distribution
Lead Generation
Lead Management
Lead Nurturing
Lead Qualification
Lead Segmentation
List Management
Live Chat
Marketing Automation
Meeting Management
Mobile Access
Mobile Alerts
Modeling & Simulation
Monitoring
Multi-Campaign
Multi-Channel Marketing
Multi-Currency
Opportunity Management
Performance Management
Performance Metrics
Pipeline Management
Pipeline Reports
Predictive Analytics
Presentation Tools
Product Catalog
Project Management
Project Planning
Projections
Proposal Generation
Proposal Management
Prospecting Tools
Purchasing & Receiving
Quotes/Estimates
Real Time Data
Real Time Notifications
Referral Tracking
Reminders
Reporting & Statistics
Reporting/Analytics
Request Escalation
Revenue Management
Role-Based Permissions
Routing
Sales Approval
Sales Forecasting
Sales Pipeline Management
Sales Reports
Scheduling
Search/Filter
Segmentation
Self Service Portal
Shared Contacts
Single Sign On
Social Media Integration
Source Tracking
Statistical Analysis
Status Tracking
Survey/Poll Management
Task Management
Task Planning
Task Progress Tracking
Task Scheduling
Territory Management
Third Party Integrations
To-Do List
Training Management
Visual Analytics
Warranty Tracking
Web-based Deployment
Workflow Management
XML / RSS
Visit WebsiteCompare App
@mentions
API
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Activity Management
Activity Tracking
Alerts/Notifications
Appointment Management
Appointment Scheduling
Auto-Dialer
Budgeting/Forecasting
Bulk Send
Business Card/Badge Scanning
Business Process Control
Buyer Management
CRM
Calendar Management
Calendar Sync
Calendar/Reminder System
Call Center Management
Call List Management
Call Management
Campaign Management
Campaign Planning
Cataloging/Categorization
Channel Management
Client Management
Client Tracking
Client/Property Matching
Collaboration Tools
Commenting/Notes
Communication Management
Configurable Workflow
Contact Database
Contact Management
Content Delivery
Content Management
Contract/License Management
Conversion Tracking
Correlation Analysis
Customer Database
Customer History
Customer Service Analytics
Customer Support
Customer Surveys
Customizable Fields
Customizable Reports
Customizable Templates
Dashboard
Dashboard Creation
Data Import/Export
Data Synchronization
Data Visualization
Database Support
Document Management
Document Storage
Drag & Drop
Email Distribution
Email Management
Email Marketing
Email Response Control
Email Templates
Email Tracking
Engagement Tracking
Event Triggered Actions
Exception Reporting
FAQ
Field Sales Management
For AEC Industry
For Sales Teams/Organizations
Forecasting
Goal Management
Goal Setting / Tracking
Graphical Data Presentation
Historical Reporting
Interaction Tracking
Internal Chat Integration
Knowledge Management
Landing Pages/Web Forms
Lead Capture
Lead Distribution
Lead Generation
Lead Management
Lead Nurturing
Lead Qualification
Lead Segmentation
List Management
Live Chat
Marketing Automation
Meeting Management
Mobile Access
Mobile Alerts
Modeling & Simulation
Monitoring
Multi-Campaign
Multi-Channel Marketing
Multi-Currency
Opportunity Management
Performance Management
Performance Metrics
Pipeline Management
Pipeline Reports
Predictive Analytics
Presentation Tools
Product Catalog
Project Management
Project Planning
Projections
Proposal Generation
Proposal Management
Prospecting Tools
Purchasing & Receiving
Quotes/Estimates
Real Time Data
Real Time Notifications
Referral Tracking
Reminders
Reporting & Statistics
Reporting/Analytics
Request Escalation
Revenue Management
Role-Based Permissions
Routing
Sales Approval
Sales Forecasting
Sales Pipeline Management
Sales Reports
Scheduling
Search/Filter
Segmentation
Self Service Portal
Shared Contacts
Single Sign On
Social Media Integration
Source Tracking
Statistical Analysis
Status Tracking
Survey/Poll Management
Task Management
Task Planning
Task Progress Tracking
Task Scheduling
Territory Management
Third Party Integrations
To-Do List
Training Management
Visual Analytics
Warranty Tracking
Web-based Deployment
Workflow Management
XML / RSS
Visit WebsiteCompare App

Mobile apps

iOS App


436 reviews

Requires iOS 12.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


644 reviews

Copper Feature Reviews

25 reviewers had the following to say about Copper's features:

Chuck W.

Seamless integration with gmail and google contacts.

2017-04-20

Also easy ways to import or export from/to iPhone contacts.

Pros

Google integration

Cons

More reporting options and export for Activity Logs

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Brad E.

Verified Reviewer

Ideal for sales teams that operate in G Suite

2017-06-01

Pros

Hands down ProsperWorks is the most well integrated CRM with Google Suite.

Cons

ProsperWorks is a CRM and only a CRM.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Free Trial

Frequency of use: Daily

Likelihood to recommend

9/10
Source: GetApp
Helpful?   Yes   No
Read more
Scarlett B.

G suite integrations makes this CRM a must-use by traditional sales folks

2018-05-18

Pros

Had been working on excel for my sales process since ages and thats what made it easy for us to migrate to this CRM. It gave a very convenient user interface and familiar features which also helped in high and quick adoption among the sales team.

Cons

Dashboard display can be made more better with more was-to-understand analytics for pipeline management and performance reporting.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Building Materials company, 1-10 employees)

I really like Copper

2021-08-12

We don't use the project management or task management.

Pros

It didn't take long to learn and start modifying it for our activity/information needs.

Cons

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

Rating breakdown

Value for money
Ease of use
Features

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Joseph S.

Prosperworks

2017-02-22

The ease of use is great, and I do like how it is customizable

Pros

It has great features that show when a contact has opened/read an email and also shows their LinkedIn page (where available)

Cons

Wish it could integrate with our in-house operations dashboard so we could upload our specific customer information.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Software Advice
Helpful?   Yes   No
Read more
Anonymous
( company, 51-200 employees)

Useful, very expensive

2018-05-10

Same as explained in survey.

Pros

It allows team coordination, Management follows up and record keeping of interaction with clients and stakeholders.

Cons

Need access and capacity to work while NOT connected to Internet

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Sam L.

Basic CRM, looking for automated workflows, look elsewhere!

2019-05-02

From a more technical perspective, Copper has a quite robust API that allows us to connect our mobile app attribution platform, Slack, PostgresSQL, and chatbot Intercom.

Pros

These reminders and tasks are also emailed and sent as a push notification to each respective lead owner.Copper has automated actions that allow us to move prospects through pipelines effectively.

Cons

While Copper has a quite robust API, they do not have any webhook receiver URLs.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

2/10
Source: Capterra
Helpful?   Yes   No
Read more
David W.

Great CRM for consulting firms

2021-08-11

The software is quite customizable using custom fields and tags.

Pros

Lives within my email window - so I'm always updating it

Cons

Reporting is fairly basic - could stand to be enhanced further

Rating breakdown

Value for money
Ease of use
Features

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Sharon L.

ProsperWorks and Google Integration

2018-02-08

Will keep using for now, but having to go back to Google to attach things is quite annoying. Something that should be improved.

Pros

Full integration with Gmail, Google Calendar and other G Suite products.

Cons

Email open alerts can get annoying.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Software Advice
Helpful?   Yes   No
Read more
Anonymous
(Public Policy company, 1-10 employees)

Great CRM for GSuite

2020-03-29

Great CRM for Gsuite.

Pros

Tight integration with Gmail and Gsuite.

Cons

Given our business needs (less sales driven than most), we don't use anywhere near all the functionality so areas like reporting or pipeline management *might* not be great for a larger enterprise...but fine for us.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Copper


Now this is the good stuff. Thanks for the glowing review!

Read more
Madeline G.

A lifesaver for small companies!

2020-02-20

Copper makes customer tracking and communications simple and has been a pleasure to work with.

Pros

- Couldn't be easier to implement (went live same day) - Automatically gathers contact information for quick reference and reporting - Easy-to-design email templates, scheduling, pipeline creation

Cons

- Logging in sometimes takes a few tries - Chrome extension sometimes does not automatically login (deters use) - More clear-cut pipeline design for product adoption (could be more customizability for business needs)

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Copper


Loving all the gold stars, Madeline! Thank you for the feedback.

Read more
Alana K.

Pros and Cons

2018-07-20

Pros

User friendly interface, and how data translates between different sections

Cons

Good project management integrations, i.e. gantt chart translations

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Internet company, 11-50 employees)

Getting back my time

2018-07-23

Copper has given my team the extra time we needed to go through reports, analyse them and provide feedback while creating stronger relationships with our clients.

Pros

As a G Suite user, Copper CRM has really helped me plough back my time.

Cons

The data export function is limited to downloading.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Dave C.

Best CRM out there if you are looking for Gmail Intergration

2018-11-13

Huge time saver.

Pros

Also the contact information it imports and presents from email recipients is the best I have seen.

Cons

The calendar/ scheduling feature is seriously lacking and I wish they had better options for email sequencing.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Peter D.

The best CRM out there!

2018-09-27

We are a B2B SAAS startup and needed a user-friendly and powerful CRM platform.

Pros

We also like that the reports are fast and you can easily manage users permissions. The main benefits are: User-friendly; zero clutter Makes sales outreach and activity tracking much easier.

Cons

The Copper support team are excellent and integrating the system to your business functions is relatively simple.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Praveen R.

Verified Reviewer

ProsperWorks is one of the best CRM solutions I used so far

2018-07-13

Pros

Helps you track leads and automatically sending them notifications, thereby increasing the sales.

Cons

One of the main drawbacks of this CRM is that it lacks call integrations.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: GetApp
Helpful?   Yes   No
Read more
Dave M.

Easy onboarding, extremely tight integration with GSuite, but complete fail on email tracking

2020-11-10

Happy with the tight and transparent integration with GSuite, but cancelled due to the failure of email tracking.

Pros

You can set up your own sales funnels, forecasting and project tracking, and everyone can see all the activity they are authorized for.

Cons

Worse, the feature is getting worse over time, which points to an out-of-control development process.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

2/10
Source: Capterra
Helpful?   Yes   No
Read more
Robert B.

Not the most cost effective CRM out there but the native G Suite integration is irreplaceable.

2018-07-12

Incredibly easy deployment and a so far flawless CRM solution.

Pros

The native integration into G Suite put ProsperWorks miles ahead of the rest of the CRM crowd. Deployment was incredibly easy and has all of the industry standard CRM options.

Cons

The lack of a proper admin/management dashboard.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Andrea S.

Everything I need for success in one platform

2021-08-11

At first the learning curve with Copper CRM was difficult especially since I had been trained in other softwares.

Pros

There are a few features in which I like most about the Copper CRM software.

Cons

It was previously the dashboard, but the recent upgrade which allows for a customizable dashboard is a wonderful added value.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more
shalimar n.

Easy to handdle

2018-05-10

Pros

, the reports by user, the feel, the tracking of the calls to the clients

Cons

the mobile app, the filter in the oportunites tab, the export tool if the filter is private it cannot update

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Christopher A.

Sales Management

2018-12-16

Copper has become a reliable tool to our sales team in lead generation, sales pipeline management and other related activities. The introduction of copper has indeed help me to track all activities related in the sales process.

Pros

Copper helps me to create calendar events and also set tasks on lead and opportunities created.

Cons

Data captured in copper cannot be accessed offline or without internet.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Kennis N.

A wonderful CRM platform

2021-09-20

Copper which was formerly "PROSPER WORKS" is helpful to us in tracking sales opportunity

Pros

Copper gives you access to real time reporting so you aware of what goes on in your business

Cons

The inbuilt search feature isn't topnotch.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
Read more
Ryan M.

It's a joke

2017-11-12

Pros

(eg, there's a global search but the filter buttons on the left don't work)

Cons

It lacks pretty much all but the most absolute basic CRM functionality.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Source: Software Advice
Helpful?   Yes   No
Read more
Anonymous
A verified reviewer

Gmail's best CRM - with a GREAT onboarding team

2017-10-05

Mobile, Simple, CRM Gmail integration Call Logging

Pros

We have android phones, are upgrading to Google Suite and are really excited to have a full service INTEGRATED CRM product that is not too expensive and also not too complicated.

Cons

We would love to see integration with caller identification software in the future.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Remco v.

Verified Reviewer

Copper: The CRM tool for Google G Suite users

2020-09-29

Lead management with a dashboard instead of searching in my mailbox for important mails.

Pros

The seamless integration with Google G Suite makes this tool a terrific CRM tool. Now that Copper also has add a Project Management tool makes it even more beautiful.

Cons

I don't have any negative experiences so far for this Google G Suite CRM tool.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: GetApp
Helpful?   Yes   No
Read more