Copper Features
What are the features of Copper?
Sales Force Automation
- Contact & Account Management
- Opportunity & Pipeline Mgmt.
- Task / Activity Management
- Territory & Quota Management
- Desktop Integration
- Customer Contract Management
Marketing Automation
- Email Marketing
- Lead Management
Customer Support
- Case Management
- Customer Support Portal
- Knowledge Base
Mobile & Social
- Mobile User Support
Reporting & Analytics
- Reporting
- Dashboards
- Forecasting
Top Rated Copper Alternatives
Copper Categories on G2
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Platform
Customization | Based on 308 Copper reviews and verified by the G2 Product R&D team. Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. | 83% (Based on 308 reviews) | |
Workflow Capability | Based on 304 Copper reviews and verified by the G2 Product R&D team. Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. | 84% (Based on 304 reviews) | |
User, Role, and Access Management | Based on 320 Copper reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | 86% (Based on 320 reviews) | |
Internationalization | Based on 187 Copper reviews and verified by the G2 Product R&D team. Enables users to view and transact business with the same content in multiple languages and currencies. | 80% (Based on 187 reviews) | |
Sandbox / Test Environments | As reported in 147 Copper reviews. Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment. | 76% (Based on 147 reviews) | |
Document & Content Mgmt. | As reported in 215 Copper reviews. Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files. | 77% (Based on 215 reviews) | |
Performance and Reliability | Based on 317 Copper reviews and verified by the G2 Product R&D team. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. | 87% (Based on 317 reviews) | |
Output Document Generation | Based on 182 Copper reviews. Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. | 78% (Based on 182 reviews) |
Sales Force Automation
Contact & Account Management | Based on 638 Copper reviews and verified by the G2 Product R&D team. Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts. | 89% (Based on 638 reviews) | |
Opportunity & Pipeline Mgmt. | Based on 643 Copper reviews and verified by the G2 Product R&D team. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. | 88% (Based on 643 reviews) | |
Task / Activity Management | Based on 641 Copper reviews and verified by the G2 Product R&D team. Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities. | 84% (Based on 641 reviews) | |
Territory & Quota Management | Based on 341 Copper reviews and verified by the G2 Product R&D team. Assign and manage sales quotas and territories. Track progress against quotas. Change as needed. | 76% (Based on 341 reviews) | |
Desktop Integration | Based on 517 Copper reviews and verified by the G2 Product R&D team. Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. | 88% (Based on 517 reviews) | |
Product & Price List Management | Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system. 324 reviewers of Copper have provided feedback on this feature. | 79% (Based on 324 reviews) | |
Quote & Order Management | As reported in 299 Copper reviews. Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts. | 76% (Based on 299 reviews) | |
Customer Contract Management | Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution. 391 reviewers of Copper have provided feedback on this feature. | 84% (Based on 391 reviews) |
Marketing Automation
Email Marketing | Based on 421 Copper reviews and verified by the G2 Product R&D team. Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders. | 79% (Based on 421 reviews) | |
Lead Management | Based on 579 Copper reviews and verified by the G2 Product R&D team. Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification. | 86% (Based on 579 reviews) |
Customer Support
Case Management | See feature definition | As reported in 375 Copper reviews. Tracks issues/help requests reported by customers through the resolution process. | 82% (Based on 375 reviews) |
Customer Support Portal | Based on 385 Copper reviews. Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base. | 81% (Based on 385 reviews) | |
Knowledge Base | Based on 439 Copper reviews. Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions. | 82% (Based on 439 reviews) | |
Call Center Features | Based on 303 Copper reviews. Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management. | 78% (Based on 303 reviews) | |
Support Analytics | Enables analysis of customer support activities to optimize customer support professionals, processes and tools. 339 reviewers of Copper have provided feedback on this feature. | 80% (Based on 339 reviews) |
Integration
Data Import & Export Tools | Based on 293 Copper reviews and verified by the G2 Product R&D team. Ability to input, modify and extract data from the application in bulk through a structured file. | 86% (Based on 293 reviews) | |
Integration APIs | Based on 242 Copper reviews and verified by the G2 Product R&D team. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. | 82% (Based on 242 reviews) | |
Breadth of Partner Applications | Based on 228 Copper reviews and verified by the G2 Product R&D team. To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. | 78% (Based on 228 reviews) |
Mobile & Social
Social Collaboration Features | Based on 336 Copper reviews and verified by the G2 Product R&D team. Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone | 82% (Based on 336 reviews) | |
Social Network Integration | Based on 322 Copper reviews and verified by the G2 Product R&D team. Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management. | 81% (Based on 322 reviews) | |
Mobile User Support | Based on 458 Copper reviews and verified by the G2 Product R&D team. Allows software to be easily used on multiple mobile devices include phone and tablet devices. | 84% (Based on 458 reviews) |
Reporting & Analytics
Reporting | Based on 548 Copper reviews and verified by the G2 Product R&D team. Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. | 81% (Based on 548 reviews) | |
Dashboards | Based on 624 Copper reviews and verified by the G2 Product R&D team. An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance | 83% (Based on 624 reviews) | |
Forecasting | Based on 460 Copper reviews and verified by the G2 Product R&D team. Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. | 81% (Based on 460 reviews) |
Generative AI
AI Text Generation | Allows users to generate text based on a text prompt. This feature was mentioned in 19 Copper reviews. | 59% (Based on 19 reviews) |
