What is Copper?
Join 30,000+ businesses in over 110 countries (speaking 7 languages!) in building more valuable, longer-lasting relationships with this Google-recommended CRM.
What do you like best about Copper?
Copper is easy to use and intuitive for collecting data, managing relationships, and building processes to manage those relationships. I love that it is easily customizable by adding different fields so we can track any data we want to track. It is capable of tracking the data you need to track without needing someone skilled in IT to manage the data keeping
Cloud based application allowing access anyplace. Visually show where customers located in pipeline. Can record infromation and notes on customers that is accessable to anyene at company.
Not bad looking.
Good documentation.
Simple enough interface.
Copper syncs well with our G-mail. Allowing all communication to be captured.
It also gives each user to create follow-up tasks within their calendars to track projects that they are working on.
The organization with the leads you add will give you the tools to stay in touch with your client and help you connect so you don’t lose the opportunity and have a better connection with them.
What do you dislike about Copper?
The least intuitive part of Copper, in my experience so far, is the reports/dashboards. I wanted to create one customized report, but I had to build an insight and add that to a dashboard that gives lots of other information. Also, I don’t particularly appreciate that some buttons are only viewable if the screen is at full screen. I expanded my screen, but it took connecting to the chat line to figure out that it needed to be in full-screen mode to see the edit button for dashboards.
I do not like the price it should be cheeper. All apps associated with product do not work. Available apps are owned by companies that created an app but no software, trying to get customers to sign up for app without having a product, aparaentlly this a fundraising strategy for startups but extremly abnoxious. The people working at copper have this strange chain where guy making phone calls does not pick up customer but manager does, the manager needs to call people.
This is very manual, labor-intensive bit of software that is expensive for what it is. There isn’t much value add here vs just a notepad. And gmail + calendar + a free tool called Todoist more than took care of my needs.
Not only did it not add much value, there were a bunch of bugs and annoyances with Copper CRM that actively detracted from my life. A senselessly repeating ‘copper’ icon that blew up some of my gmail windows to infinite scroll, a buggy API to my drip marketing campaign tool that added friction and manual work, and an annoying popup notifcation every single time someone reads an email, without any intuitive way of turning it off.
I made a mistake buying this. But the fee is billed annually and once you buy it, you can’t get a refund even if you never use it. I asked customer support explaining that I’m a startup and hoping they would make an exception, only to not get so much as the courtesy of a reply. Wish I didn’t buy this; but live and learn. Won’t be making that mistake again.
What problems is Copper solving and how is that benefiting you?
Copper is helping our team track all of our organization’s relationships with people and other organizations. Copper also allows us to manage leads and sales in an easy way so we can see how we are progressing in those relationships. The customizable fields also allows us to track certain information like birthdays or other milestones to celebrate and care for our customers.
I was only allowed to attach files to Copper emails starting 3 months back. New feature where files kept in Copper than attache to sales emails faster than upload from computer is recent for Copper but old for any other sales softwear. No link to LinkedIn Contacts, I have to physcially input information
Copper helps our company to properly assign Leads to each of our sales team members. Our unique way of lead generation enables our sales team to remain in-house. Our leads are generated from our company website. All prospective customers are submitting an inquiry and are prompted to answer a few brief questions. This information is captured and fed into Copper.
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Interaction Tracking
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Activity Dashboard
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Pros
Cons
Copper CRM Pricing
Copper CRM offers three different plans.
The three pricing options are Basic, Professional, and Business. All plans include a 14-day free trial.
The Basic plan costs $25 per user per month billed annually, or $29 per user per month billed monthly. There is a three-user limit to the Basic package.
The Professional plan is suited for growing SMBs. It costs $59 per user per month billed annually.
The third pricing option is the Business plan. This is for larger businesses that are already scaling. It costs $119 per user per month billed annually.
Copper’s pricing for the higher tiers is competitive. Overall, Copper is much cheaper than HubSpot and some other expensive competitors.
We also appreciate the 14-day trial it offers for all plans.
However, the three-user cap on the basic plan seems unnecessary. Many other CRM tools we researched do not enforce a user cap.
Copper CRM Basic
Copper CRM’s Basic plan is the lowest tier and is suitable for new users and small teams.
It’s an okay low-level package, but it’s missing a chunk of key features.
Along with the three-person limit, it has a 2,500-contact limit. The contact limit isn’t bad compared to competitors’ basic plans.
The Basic plan allows for most Google Workspace integration features, which is useful.
Basic users can add a Chrome extension, and the CRM integrates with Google Calendar, Gmail, and Google Contacts.
It also provides project management, multiple pipelines, and team collaboration.
The Basic plan is missing workflow automation and bulk email sending. It is also missing most of the software integrations, and it has reporting and customization limitations.
Like most basic packages, the price is low, and the features are limited.
Keep in mind the user limit. Unless you want multiple people sharing the same username, you’ll need to upgrade.
Copper CRM Professional
The Copper CRM Professional plan is best for growing teams and SMBs.
We’re happy to report the Professional plan dumps the three-user limit. It allows as many users as its customer needs.
There is also a contact cap at 15,000. This is extremely generous compared to other CRM tools.
For example, HubSpot’s $800 per month mid-tier package has a contact cap of 2,000. After 2,000, you are required to pay more for additional contacts.
While HubSpot is the best for most, Copper clearly outperforms it in this aspect.
The Professional Copper plan also includes every Google Workspace integration.
It allows unlimited bulk email templates and sends. It also includes more software integrations, teaming up with programs like DocuSign, HubSpot, MailChimp, and QuickBooks.
This package is more customizable than the Basic, and it allows for different currencies to be used.
The Professional plan includes most of the features Copper has to offer. We think this is an excellent plan compared to other CRM’s mid-tier packages.
Copper CRM Business
The Copper CRM Business plan is best suited for larger businesses that are already scaling.
This plan has no limit on the number of contacts that can be added. This is more considerate than some of its competitors.
In comparison, HubSpot’s highest tier package allows only 10,000 contacts. After 10,000, users must pay more.
Copper CRM’s Business plan gives users access to everything Copper has to offer.
Besides features offered in the Professional plan, this one also includes email sequencing, custom embedded integration options, leaderboards, and goal tracking.
There is an immense amount of customization with this plan, but there’s a lack of exclusive customer service benefits.
The Copper support team is available to users of all plans, and there is no mention of extra one-on-one support with the Business plan. This is different from other CRM tools.
For example, Salesflare’s highest-tier option provides users with customized training and a dedicated account manager.
CRM Business is a solid plan, but the Professional plan already includes most of Copper’s features and has a high contact limit.
Unless the added features of the Business plan are essential, we recommend sticking with the Professional plan for businesses needing less than 10,000 contacts.