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Copper Logo
Copper
4.4
(563)

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The CRM designed for Google Workspace

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(83)

Copper Features

Features Summary

Functionality

4.1

/5

563

Total features

107

12 categories

Copper features

API
Access Controls/Permissions
Activity Dashboard
Activity Tracking
Alerts/Notifications
Appointment Management
CRM
Calendar Management

Common features of CRM software

API
Activity Dashboard
Activity Tracking
Alerts/Notifications
Calendar Management
Calendar Sync
Calendar/Reminder System
Campaign Management

Price starts from

29

/user

Per month

Pricing options
Free plan
Subscription
Free trial

Screenshots

Contenders comparison

Functionality

4.1

/5

563

Price starts from

29

/user

Per month

visit website

Total Features

107

Unique features

  • Status Tracking

  • Revenue Management

  • File Management

  • Project Planning

Functionality

4.4

/5

17.5K

Price starts from

ic-pricetag

No pricing info

visit website

Total Features

206

Features in Common

100

Unique features

  • Financial Management

  • Dynamic Modeling

  • Client Portal

  • Customer Surveys

Functionality

4.2

/5

6K

Price starts from

20

/user

Per month

visit website

Total Features

207

Features in Common

97

Unique features

  • Landing Pages/Web Forms

  • For Financial Institutions

  • Customer Activity Tracking

  • Email Alerts

Common Copper comparisons

Reviewers who mentioned features said:

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Scott G.

Verified reviewer

Information Technology and Services, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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The CRM for sales team on Gsuite

Reviewed 2 years ago

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

MC
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Michael C.

Health, Wellness and Fitness, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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The ONLY Fully-Integrated CRM Solution for Google Workspace

Reviewed 10 months ago

Our small business has been a Copper client for the last 2-3 years and we have been incredibly happy with the Copper CRM product and the team that supports it. As our business grows, so do our CRM needs. Copper has been able to fulfill each of these needs as they arise, often from regular updates on their product roadmap. It's almost like Copper has been "inside our head" and developed exactly what we needed prior to us asking. @TeamCopper - Great job listening to your clients in the community and actually developing your product to suit our needs. This is what encouraged us to sign a 5-year agreement with you!

Pros

Full functionality within Google Workspace plug-in (Gmail, Calendar). Ability to pull a list view of Opportunities, Leads, etc and update individual records without leaving the screen (HUGE time-saver).

Cons

Import function needs work in the area of duplicate management and add/ overwrite tags. Third-party integration with Zapier makes this seamless but can add unnecessary expenses.

RW
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Roger W.

Capital Markets, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Congrats Copper! You are now officially the worst customer service!!! Great job being a FAILURE!!!! 

Reviewed 2 months ago

I have emailed and used the customer service bot on the website over 20 times since July to ask a basic question. Copper refuses to answer my question.  It is not humanly possible for a human to be as rude and stupid as the bot that never answers my question!!!  In my 30 years in business Copper by far has the worst customer service on the planet!!! Even worse than Pac Bell had back in the 1990’s and it was not possible to have customer service as dumb as theirs until Copper came along!!!! 

Pros

Google Integration is what I liked the most! I used to love proper works then it became Copper. Taking away customer service is a major Blunder!!!! Don't do business with copper unless you have plenty of time to waste hours of your life and cost you and your business tons of money in wasted production time.........

Cons

Which dumb-ass executive wakes up one day and takes away customer service!!! Are you that ignorant that you believe your bot works????

AR
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Anonymous Reviewer

Verified reviewer

Information Technology and Services, 51-200 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Great tool if you have Google Workspace

Reviewed 2 months ago

Great work tool, if the workers enter information, it is easy to use and read to be able to measure the management and have control over the accounts.

Pros

Great work tool, if the workers enter information, it is easy to use and read to be able to measure the management and have control over the accounts.

Cons

works better when connected to Google Workspace

RB
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Robert B.

Building Materials, 51-200 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Not the standard CRM / Project Tracking

Reviewed 10 months ago

We use Copper to manager our existing customers. We do not add new customers often, just account management really. We also use it to track commercial projects. It's two completely different uses. We use Opportunities as commercial projects. It would be nice if People/Companies could be segmented as different types with different visible fields. We group a lot of fields and have to toggle open/close based on the type of person being entered.

Pros

Our company uses the Google Suite of apps so integration with our current setup was extremely easy. We had a single implementation person assigned to our account and she was extremely helpful and responsive. Also the customization options were very useful.

Cons

The canned reports were not useful to us. We had to build our own through Google Analytics. However the Copper team have recently been upgrading their reports, with the ability to create custom reports now. It's much better.

KG
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Kayla G.

Consumer Services, 1-10 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Simple, Powerful Start-up CRM

Reviewed 10 months ago

We use copper as a CRM tool, a pipelining tool for fundraising, an ATS (applicant tracking system) for hiring, and a task management system for customer support.

Pros

Copper is a fantastic CRM for startups leveraging Gmail that want seamless integration and an intuitive UI. Pricing is affordable in early plans, enabling startups to leverage Copper in their earliest days.

Cons

The brand needs a revamp – there are so many muted color, bland CRM tools. Copper *feels* like a fresher experience, and I wish their brand matched that new feeling.

MA
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Marc-Antoine B.

Music, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Copper is a great tool for sales, contacts and tasks management

Reviewed a year ago

Copper is defenitely a very powerful tool when it comes down to sales and task management. It is easy and instinctive to use!

Pros

As a booking agent and as an artist manager, the 2 things that I enjoy the most with Copper are the Task Manager and the Contact List features. It goes without saying that the contact list manager is a very powerful tool. It is easy to use: whether you just want to browse through the contacts, uplaod/add new clients or even if you need to find a "needle in a haystack". All the filters that you can apply in a research are super helpful! The task Manager is also one of the main feature that I use on a daily basis. I find it super easy and convinient to set up remainders and follow ups. It is also very useful when it comes down to dedicate tasks to colleagues (without having to talk to them, because you can be very clear using the "details" section).

Cons

I think probably the biggest issue I have with Copper is that we are all francophones at Doze Agency. Because the version of the software we are using is in English, we sometimes have problems with some "list management". We sometimes have to use some special caracters in French (for exemple: "é", "è", "à", etc.). Maybe a French version of the software is not an option, but a cool feature would be that the software could associate special caracters like "é" to the letter "e" or a caracter like "à" to the letter "a". I know it may sound strange to some, and I don't know to what extent there are other french speaking users of the software, but it would defenitely be a great plus!

JW
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Janna W.

Arts and Crafts, 1-10 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Copper is helping me keep track of my customers

Reviewed 3 years ago

Overall it has been helpful to keep track of my contacts. I wish that there were more features for the lower price point, like marketing and email features.

Pros

I like that it syncs to my Gmail and automatically goes back through 1 year of communication to add all those emails to my connections with my contacts. The Gmail extension makes it super easy to add new contacts to my CRM and keep track of our conversations. It also makes it easy to keep track of leads and opportunities and what stage they are at. The Task function is nice how it adds to-do items to my calendar and sends me reminders. That is helpful so I don't forget to do things daily.

Cons

It's pretty expensive for only one user and many of the best features of it are only available for the higher pay level. Also, it's doable to use from Gmail on a phone but not easy. I wish the app extension worked better.

JC
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Jacqueline C.

Real Estate, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Intuitive, Inclusive & Scalable

Reviewed 3 years ago

Wonderful! The customer service is AMAZING and overall we have converted so much more closed business as a result of effective lead and pipeline management within our company.

Pros

The ability to manage leads, manage pipelines, and store data, along with the ability to automate lead management.

Cons

the lack of ability to integrate with other softwares, the lack of commission management features, and the lack of ability to specifically disburse leads automatically based on tracked conversion rates

Vendor response

Solid feedback that we'll be sharing with our team. Thank you, Jacqueline!

JI
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Jaimee I.

Marketing and Advertising, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Copper

Reviewed 3 years ago

Copper has cut down dramatically on administration data entry try which allows for our staff to communicate with our prospects more frequently, which in return is bringing in more business for the company.

Pros

Copper has helped our company tremendously in regarding to time spent updating our CRM systems. We use to have to add all emails to the system, Copper automatically adds all the emails which has cut down on our administration time dramatically. It will also pull contact information for the internet, which also helps cut down time so the time can be spent elsewhere. Another favorite feature is being able to view the contact file in gmail when an email from that specific person comes in.

Cons

We wish that when adding notes into copper, there was more flexibility in regards to changing the color of the font or being able to highlight something within the note. Also, sometimes we have an individual in the system with more than one company but Copper doesn't allow you to add duplicate emails to multiple files.

Vendor response

Greatly appreciate the feedback, Jaimee!

DL
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Dulce L.

Legal Services, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Amazing CRM!

Reviewed a year ago

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.

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Mark B.

Verified reviewer

Financial Services, 201-500 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Copper, formerly ProsperWorks - Great tool for G Suite/Google Apps Users

Reviewed 4 years ago
Pros

I've used Copper (under its original brand) both as a freelance digital contractor and in an agency setting. I found the standalone app to work fine, but there's no comparison to how well it worked with gMail, Google Docs and other elements of G Suite. I read a Forbes article about the rebrand and apparently Copper signals a move for the company where their apps are on Google Cloud, and to better...

Cons

I think the Copper rebrand is a sign of lots of changes for this solution, and the Forbes article says that there are positive changes to further align this solution with the Google ecosystem. I will say that the rebrand was news to me, but I haven't used the app in a month or so now since a recent contract ended .

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Drew B.

Insurance, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Great CRM for Gmail Users

Reviewed 3 years ago

Great company with an excellent support team always available. Offer monthly training and update webinars as well.

Pros

Love this CRM as it integrates easily with Gmail. Good ways to customize the pipelines and customer management options.

Cons

Does take some time to set everything up and need to add on a few features to have it customize the way you want.

Vendor response

Thank you for the kind words, Drew. Taking into consideration your cons for the product and see how we can work to make it better. Thanks again!

PS
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Phil S.

Food Production, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Sales for Organic Maple Syrup

Reviewed a year ago

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.

AR
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Anonymous Reviewer

Verified reviewer

Public Policy, 1-10 employees

Used weekly for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Has helped me get my marketing leads in order

Reviewed 4 years ago

Copper has made it easy for me to keep track of my leads. With it's basic functions anyone can use it without reading extensively through a guide or manual. I would recommend it to new businesses because of it's simplicity and inexpensiveness.

Pros

I've used copper for a while now - it was called Prosperworks when I first started to use it. It was my first CRM and it has helped me get my marketing leads in order as well as showed me how to use a CRM. Since it has simple features it is easy to use and learn and once you get the hang of it you are able to understand bigger and more complex systems so I'd like to think of Copper as a gateway CRM....

Cons

The thing that I dislike most about Copper is the field mapping that needs to get done prior to importing a list of leads via an Excel sheet. If there is one error or if it doesn't recognize the information within a cell then it wont import it and it will give you a pop up window with the option to correct it right then and there. I've found myself fighting with it plenty of times because it wont accept what I'm writing and then I would resort to canceling everything and just deleting that contact from the list to add it manually afterwards just to get the import feature to work. Also it is such a chore to import these lists, you have to click on so many menu items to get to the import function.

AR
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Anonymous Reviewer

Verified reviewer

Building Materials, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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I really like Copper

Reviewed a year ago

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.

JM
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Josh M.

Financial Services, 51-200 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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A great CRM for a small to mid-sized company

Reviewed 4 months ago

Copper has been a great experience overall. Their Customer Success Managers are the most helpful, prompt and friendly people whenever there's a hiccup with Copper. The price per user is a bit expensive

Pros

What I like most about Copper is its built-in connectivity to all things Google. Auto-logging calendared events, easily adding files to records from our Google Drive, using the Copper add-on to easily push data out to Google Sheets and then Google Data Studio...it's great.

Cons

I believe Copper needs to focus on tightening up existing features before rolling out new features to compete with other platforms. There's a delicate balance between building new things and maintaining what already exists and I feel that sometimes their focus is too dedicated towards building new.

AS
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Andrea S.

Nonprofit Organization Management, 11-50 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6/10

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Everything I need for success in one platform

Reviewed a year ago

At first the learning curve with Copper CRM was difficult especially since I had been trained in other softwares. The video tutorials were a great help! At this time and after the learning curve I am very happy with my overall experience with Copper. I use it daily and enjoy how I can personalize the features to suit my sales and relationship management needs.

Pros

There are a few features in which I like most about the Copper CRM software. Firstly, the opportunities pipeline feature. This is a great tool in following the journey of prospective members and new members. When moving throughout stages of the platform intergrations allow for tasks to be automated with intergrations to Gmail. Which leads me to my next favourite feature which is the Gmail intergration and Zapier intergrations. This allows for my workflow to become much easier, built-in interaction tracking, and more. The email templates are a huge plus too!

Cons

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

AM
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Allison M.

Information Technology and Services, 1-10 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Copper - CRM

Reviewed 2 years ago

Overall, a very good CRM. It has all the functionality and tools I need to manage the sales process.

Pros

Copper is a solid CRM with lots of features to help handle your sales funnel from start to finish. You can sort/filter and run lists, export lists, and manage tracking of interactions, schedule follow ups and keep track of emails.

Cons

There are a few key features on Copper that are not intuitive/user friendly. It's not that they are difficult, but features could be better marked and highlighted as to how to do certain things on the platform. I wish it had better tracking to manage a sales team.

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Alirio Rubén R.

Verified reviewer

51-200 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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I work with hundreds of clients in LATAM. Prosperwork is a great support to manage my company.

Reviewed 4 years ago

I work in a service company that offers hardware and software solutions with hundreds of clients in LATAM. Prosperwork is a fundamental support for the management of our company, it allows us to follow up on the objectives set, measure deviations, marketing actions and contact with our customers.

Pros

Prosperwork is a CRM, which works in the cloud, which allows improving the sales management of any company. Among the most brilliant features is the complete merger with the Google Suite, but that articulation does not stop there, it also has the option of integrating with other web tools such as MailChimp, on cloud solution for handling email marketing campaigns, which makes an essential support tool for the work of our marketing department. It also offers synchronization with Dropbox, which makes it easy to transfer information through the tool. Due to being a solution on cloud, you can follow up, in real time, the work of the sales department. Contributing to the making of early decisions, avoiding the deviation from the goal proposed by our board.

Cons

We are very satisfied with the solution presented by this software, to the point of not having found ourselves before anything we want to do and can not do it in the tool. Although it is intuitive, it can be a bit confusing to use in the first few changes. Then, everything flows with a lot of precision and speed. The main reason for this situation is the large number of options and configurations that can be made in Prosperwork.

CM
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Connor M.

Verified reviewer

Veterinary, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Flexiable and Easy to Use

Reviewed 2 years ago

We've been able to create multiple ticketeing systems and pipelines to track ROI on new promotions and programs.

Pros

The flexibility the software offers through customization and its automated workflows make both your job as an admin, and your everyday user's lives so much easier. It's also so incredibly easy to learn even on the higher technical end it isn't challenging.

Cons

A number of the support articles are very outdated, especially in regards to the various integrations you can make, but reaching out to support usually fixes this.

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Andrew W.

Verified reviewer

Telecommunications, 1-10 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Great CRM for Gmail users

Reviewed 3 years ago
Pros

It works as a plug-in for Gmail. That sounds odd at first, but it actually works great assuming most of your sales activity happens by email - because you can add contacts, companies and opportunities (and access all email history with those contacts) with just a few clicks.

Cons

The sidebar takes up too much space when working on a laptop with a small screen (so I turn it off).

Vendor response

Love this feedback, Andrew. Really helpful for us as we continue to evolve the product. Thanks!

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Duane K.

Verified reviewer

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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This is the best CRM for a small business I have ever used

Reviewed 5 years ago
Pros

Ease of use, Flexibility, Multi Businesses can be operated from the same database. This system is easy to customize and automate. I like that it can be automated to other programs I use using Zapier or direct links to the software through API. It is also most useful because it integrates well with Gmail. Training team members is easy and straightforward. Their support tools make bring new people onto the system effortless. Each channel of sales can have it's own steps process to complete a sale. You can do reports by each Channel.

Cons

Support tickets take too long to process. Rather than just provide an answer to your request, the system contacts you to make sure you still have the question open and then you must refresh the ticket. Seems to be a glitch in their Zhen Dest process. Because I am in China doing some work, I find this most irritating. I cannot seem to get them to fix this problem. I wrote a letter to the president of the company after he wrote me wanting to know my opinion of the system but he never answered. The company is growing quickly and that is good but sometimes it also causes delays in getting the little things fixed. Over all though, I give the company a 5 start rating for effort, design, support and usefulness.

JL
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Jake L.

Health, Wellness and Fitness, 11-50 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Finally, a CRM a sales guy can live with

Reviewed 2 years ago

This is the easiest to use most intuitive CRM system that I have ever worked with in the 25+ year career. I especially like the automatic integration with GSuite (gmail & calendar). I like the user interface and workflow to move opportunities through the sales process. The online support team have been great to work with and seem quite knowledgeable about the product.

Pros

I like the simplicity of how it is laid out. It was easy to customize to some of my company's unique requirements. Because it automatically syncs to my email and calendar, it eliminates hours of typical data entry that I have been frustrated with other systems. The integration with Linkedin is also a nice feature when I am entering leads.

Cons

There are a few advanced features that I wish were available at the basic level. Otherwise, the product is too expensive at higher levels.

AR
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Anonymous Reviewer

Verified reviewer

Telecommunications, 11-50 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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A Must for Business!

Reviewed 4 years ago

The overall experience has been great! The training is very good and ProsperWorks makes a genuine effort to properly onboard their clients unlike some software companies that want to sign you up and then leave you on your own. At a bare minimum, ProsperWorks raises an awareness of where every opportunity is in the sales process for the rep and the manager, leading to more customer touches. When properly used, it's truly a tool to increase sales and provide guidance and structure for a sales person throughout their day. And it can be accessed from anywhere!

Pros

I like the robust feature set that ProsperWorks CRM offers. The ability for the application to "scrape" emails from the interactions with each client is a big plus, too. It's relatively easy-to-use for early to mid adopters and the learning curve for a deployment is minor assuming most the people in the organization are somewhat savvy with web-based applications. I'm a manager of an outside sales...

Cons

The biggest negative to me is the fact that when ProsperWorks tries to scrape the actual contact data, it's incomplete or inaccurate and needs to be completed or fixed. Any other complaint is relatively minor and can probably be overcome with some more training. Also, my company uses the enterprise version of Quickbooks and apparently, ProsperWorks only integrates with the web-based version. It would be nice if that option would be made available in the future.