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Overview
Step up to all-in-one sales & marketing software designed for entrepreneurs, startups and larger teams. Our platform organizes...
Copper is the easy-to-use CRM that’s designed for and recommended by Google. Get started in minutes.
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
Video & Screenshots
No videos yet
Pricing
Starting from
59
Per month
- Free trial available
- Credit cardless trial
- Free account
- Subscription based
Starting from
29
/user
Per month
- Free trial available
- Credit cardless trial
- Free account
- Subscription based
User reviews
Pros
The interface is clean and easy to use. On first impressions it looked like the re-brand from InfusionSoft was a move good to keep things more simple.
I love this product, it is the best when you get advanced marketing experience and a big mail list, you can really do magic with it with the advanced action based segmentation.
I had some great help with getting everything set up and I find the email automation system quite easy to use and understand, which is great as it has gotten me to do a lot more with automation.
Mindy I.
Pros
Best thing about it is the seamless integration with Gmail and the plugin that it provides within the email. Really like their training / help centre.
My experience with Copper has been great. I have really loved using the tool and I think overall it’s a great management software.
It's easy to use, easy to set up, great customer service, easy to customize, great value and easily the best CRM I've ever used. The Gmail integration is amazing and the whole team loves the product.
Cons
When you leave it idle, rather than timing out gracefully, you lose any unsaved info. I know that's more of a "my workflow, why the hell aren't you saving your work" issue, but it's still annoying.
Sick and tired of paying money for something no one can make function and do what I need.
Infusionsoft refuses to make simple fixes. Terrible for business to business.
Cons
Worse, the feature is getting worse over time, which points to an out-of-control development process. For a more complete exploration, check this thread.
Dave M.
Any mistakes during data imports caused all sorts of data problems. There is no automating of drip email campaigns.
The company buries a sentence that allows them to charge you for an entire extra year after you cancel, which they don't remind you about (obviously, why bury that clause otherwise).
Key features
- Total features142
- AB Testing
- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Management
- Activity Tracking
- Alerts/Notifications
- Appointment Management
- Auto-Responders
- Batch Processing
- Billing & Invoicing
- CAN SPAM Compliance
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Campaign Analytics
- Campaign Management
- Campaign Planning
- Campaign Scheduling
- Campaign Segmentation
- Cataloging/Categorization
- Channel Management
- Click Tracking
- Client Management
- Client Tracking
- Collaboration Tools
- Commenting/Notes
- Communication Management
- Configurable Workflow
- Confirmation/Reminders
- Contact Database
- Contact Management
- Content Delivery
- Conversion Rate Optimization
- Conversion Tracking
- Customer Activity Tracking
- Customer Database
- Customer History
- Customer Journey Mapping
- Customer Segmentation
- Customer Service Analytics
- Customer Support
- Customer Surveys
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Customization
- Dashboard
- Data Import/Export
- Data Synchronization
- Data Visualization
- Discount Management
- Document Management
- Document Storage
- Drag & Drop
- Drip Campaigns
- Dynamic Content
- Electronic Payments
- Email Management
- Email Marketing
- Email Response Control
- Email Templates
- Email Tracking
- Engagement Tracking
- Event Triggered Actions
- FAQ
- File Management
- For AEC Industry
- For Insurance Industry
- For Real Estate
- For Sales Teams/Organizations
- For Small Businesses
- For Startups
- For iPad Devices
- Forecasting
- Form Builder
- Goal Management
- Goal Setting / Tracking
- Image Library
- Interaction Tracking
- Internal Chat Integration
- Inventory Management
- Invoice Management
- Knowledge Management
- Landing Pages/Web Forms
- Lead Capture
- Lead Distribution
- Lead Engagement
- Lead Generation
- Lead Management
- Lead Notifications
- Lead Nurturing
- Lead Qualification
- Lead Segmentation
- List Management
- Live Chat
- Marketing Automation
- Meeting Management
- Mobile Access
- Monitoring
- Multi-Campaign
- Multi-Channel Marketing
- Online Booking
- Opportunity Management
- Order Management
- Order Processing
- Order Tracking
- Performance Management
- Performance Metrics
- Personalization
- Pipeline Management
- Pipeline Reports
- Predictive Analytics
- Presentation Tools
- Pricing and Cost Calculations
- Prioritization
- Project Management
- Project Planning
- Projections
- Promotions Management
- Proposal Management
- Prospecting Tools
- Publishing Options
- Quotes/Estimates
- ROI Tracking
- Real Time Data
- Real Time Notifications
- Real Time Reporting
- Reference Usage Tracking
- Referral Tracking
- Relationship Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Request Assignment
- Request Escalation
- Responsive
- Revenue Management
- Role-Based Permissions
- Routing
- SEO Management
- Sales Activity Management
- Sales Automation
- Sales Forecasting
- Sales Orders
- Sales Pipeline Management
- Sales Reports
- Scheduling
- Search Marketing
- Search/Filter
- Segmentation
- Self Service Portal
- Shared Contacts
- Shopping Cart
- Social Marketing
- Social Media Integration
- Source Tracking
- Spam Blocker
- Status Tracking
- Tagging
- Task Management
- Task Planning
- Task Progress Tracking
- Task Scheduling
- Template Management
- Territory Management
- Third Party Integrations
- Visitor Tracking
- Visual Analytics
- WYSIWYG Editor
- Web Forms
- Web-based Deployment
- Website Management
- Website Visitor Tracking
- Widgets
- Workflow Management
- XML / RSS
- eCommerce Management
- Total features107
- AB Testing
- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Management
- Activity Tracking
- Alerts/Notifications
- Appointment Management
- Auto-Responders
- Batch Processing
- Billing & Invoicing
- CAN SPAM Compliance
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Campaign Analytics
- Campaign Management
- Campaign Planning
- Campaign Scheduling
- Campaign Segmentation
- Cataloging/Categorization
- Channel Management
- Click Tracking
- Client Management
- Client Tracking
- Collaboration Tools
- Commenting/Notes
- Communication Management
- Configurable Workflow
- Confirmation/Reminders
- Contact Database
- Contact Management
- Content Delivery
- Conversion Rate Optimization
- Conversion Tracking
- Customer Activity Tracking
- Customer Database
- Customer History
- Customer Journey Mapping
- Customer Segmentation
- Customer Service Analytics
- Customer Support
- Customer Surveys
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Customization
- Dashboard
- Data Import/Export
- Data Synchronization
- Data Visualization
- Discount Management
- Document Management
- Document Storage
- Drag & Drop
- Drip Campaigns
- Dynamic Content
- Electronic Payments
- Email Management
- Email Marketing
- Email Response Control
- Email Templates
- Email Tracking
- Engagement Tracking
- Event Triggered Actions
- FAQ
- File Management
- For AEC Industry
- For Insurance Industry
- For Real Estate
- For Sales Teams/Organizations
- For Small Businesses
- For Startups
- For iPad Devices
- Forecasting
- Form Builder
- Goal Management
- Goal Setting / Tracking
- Image Library
- Interaction Tracking
- Internal Chat Integration
- Inventory Management
- Invoice Management
- Knowledge Management
- Landing Pages/Web Forms
- Lead Capture
- Lead Distribution
- Lead Engagement
- Lead Generation
- Lead Management
- Lead Notifications
- Lead Nurturing
- Lead Qualification
- Lead Segmentation
- List Management
- Live Chat
- Marketing Automation
- Meeting Management
- Mobile Access
- Monitoring
- Multi-Campaign
- Multi-Channel Marketing
- Online Booking
- Opportunity Management
- Order Management
- Order Processing
- Order Tracking
- Performance Management
- Performance Metrics
- Personalization
- Pipeline Management
- Pipeline Reports
- Predictive Analytics
- Presentation Tools
- Pricing and Cost Calculations
- Prioritization
- Project Management
- Project Planning
- Projections
- Promotions Management
- Proposal Management
- Prospecting Tools
- Publishing Options
- Quotes/Estimates
- ROI Tracking
- Real Time Data
- Real Time Notifications
- Real Time Reporting
- Reference Usage Tracking
- Referral Tracking
- Relationship Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Request Assignment
- Request Escalation
- Responsive
- Revenue Management
- Role-Based Permissions
- Routing
- SEO Management
- Sales Activity Management
- Sales Automation
- Sales Forecasting
- Sales Orders
- Sales Pipeline Management
- Sales Reports
- Scheduling
- Search Marketing
- Search/Filter
- Segmentation
- Self Service Portal
- Shared Contacts
- Shopping Cart
- Social Marketing
- Social Media Integration
- Source Tracking
- Spam Blocker
- Status Tracking
- Tagging
- Task Management
- Task Planning
- Task Progress Tracking
- Task Scheduling
- Template Management
- Territory Management
- Third Party Integrations
- Visitor Tracking
- Visual Analytics
- WYSIWYG Editor
- Web Forms
- Web-based Deployment
- Website Management
- Website Visitor Tracking
- Widgets
- Workflow Management
- XML / RSS
- eCommerce Management
Integrations
- Total integrations275
- Constant Contact
- Gmail
- Google Analytics 360
- Google Calendar
- HubSpot CRM
- HubSpot Marketing Hub
- Mailchimp
- Meta for Business
- Microsoft Outlook
- PayPal
- QuickBooks Online Advanced
- Salesforce Sales Cloud
- Shopify
- Slack
- Stripe
- WordPress
- Xero
- Zapier
- Zendesk
- Total integrations86
- Constant Contact
- Gmail
- Google Analytics 360
- Google Calendar
- HubSpot CRM
- HubSpot Marketing Hub
- Mailchimp
- Meta for Business
- Microsoft Outlook
- PayPal
- QuickBooks Online Advanced
- Salesforce Sales Cloud
- Shopify
- Slack
- Stripe
- WordPress
- Xero
- Zapier
- Zendesk
Alternatives
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