Copper Pros and Cons

Integration with Gmail is very useful and we have tried it several times over the last 7 years. Review collected by and hosted on G2.com.

Support is terrible. It never improves, its shocking. How can a company never figure out how to retain their customers? Review collected by and hosted on G2.com.

Pipelines and the possibility of moving cases from one stage to another, adding people/leads responsible for each opportunity, and being able to connect with Slack is an advantage when notifying the rest of the team of updates. Review collected by and hosted on G2.com.

The part about reports is somewhat complex, and having to switch between Pipelines without being able to see something consolidated (at least in our type of membership). Another thing is that all users have to be at the same membership level, and it becomes very costly and senseless for us to upgrade our membership to obtain a functionality that only applies to a small group of users. Review collected by and hosted on G2.com.

It's given me an easy and efficient way to manage my sales opportunities. I didn't have to invest hours learning how to use the software, this is great. Review collected by and hosted on G2.com.

This software does not have any drawbacks according to my use because it simplified my business life. Review collected by and hosted on G2.com.

They are a Terrible company. There customer service is the worst I have ever experiances. Review collected by and hosted on G2.com.

I was told this would integrate with my IDX website. It will not notify when someone comes into the system even though I asked this question to the sales team. We were sold a monthly plan but were charged $1400 for an annual billing. When I finally got a hold of someone through chat I was told the system would not notify me of a new sign-up. I knew at that time it would not work for my company. I went in and Canceled my account but received no refund. When I finally heard back from Customer service they said they were working on the cancelation but rather than issuing me a refund for the 10 months left that we already paid for they said it would not auto-renew again in June of 2024. Their policy stated that they do not issue partial months' refunds, which I understood as they would issue a refund from the next billing month. They are predatory and try to confuse their consumers. Their customer service is nonexistent and they just want to sell you something rather than offer a comprehensive program that does what they sell you. Trying to force consumers to stay with them longer than they are willing to and offering no solutions. Thievery at its finest. BUYER BEWARE Review collected by and hosted on G2.com.

Easy to navigate, very intuitive, very useful for professionals Review collected by and hosted on G2.com.

Could use more occasional updates for end users Review collected by and hosted on G2.com.

Copper CRM is a user-friendly and customizable CRM that seamlessly integrates with Google Workspace, making it an ideal choice for businesses that rely on Gmail, Calendar, and other Google apps. With its intuitive interface and robust features, Copper helps businesses manage their customer relationships effectively, streamline sales processes, and achieve their business goals.

What I really like:

Seamless integration with Google Workspace

User-friendly interface and easy navigation

Customizable fields, dashboards, and pipelines

Automated tasks and reminders

Comprehensive lead and opportunity management

Deal tracking and report generation

Overall, Copper CRM is a great choice for businesses of all sizes that are looking for a CRM that is easy to use, customizable, and backed by exceptional support. Review collected by and hosted on G2.com.

Lack of call integrations and pricing for more features could be better Review collected by and hosted on G2.com.

We initially chose Copper because it was meant to integrate nicely with Gmail/Google Workspace Review collected by and hosted on G2.com.

The customer service is really, really awful. The app had a bunch of functionality that wasn't working well for us. It was pretty clunky and wouldn't recommend this CRM at all. Review collected by and hosted on G2.com.

It helps me with creating seamless reports for our team. Review collected by and hosted on G2.com.

I love how the UI and simple view of it and I couldn't think of anything I dislike about right now. Review collected by and hosted on G2.com.

I love the effective customer relationship management strategy, which focuses on establishing strong links between the company and potential customers. In addition, its versatility allows for the creation of multiple workflows, including those for sales. A feature I value highly is its affordability for any type of business, as well as the friendliness and willingness of the customer service team, who help users make the right decisions based on their needs. The most remarkable thing about Copper CRM is that it provides a holistic and unique perspective of our business relationships, and tasks are executed in the background, ensuring the continuity of complex processes and the validity of our business decisions. Review collected by and hosted on G2.com.

One limiting aspect is that automation rules cannot be duplicated or reconfigured. Therefore, if multiple rules are needed, they need to be entered manually, which is time consuming. Review collected by and hosted on G2.com.

I like easy Copper makes it to manage contracts and sales tasks right from Gmail. Review collected by and hosted on G2.com.

Some people find that Copper CRM's pricing cab be a bit too pricey, particularly for small businesses or those on tighter budgets. Review collected by and hosted on G2.com.