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Copper Reviews & Product Details - Page 3

Copper Overview

What is Copper?

Copper is the only client and project management tool that's a Recommended for Google Workspace app. Connect with leads, win deals, deliver projects and create repeat clients. All in one easy-to-use tool. Join 30,000+ service businesses in building more valuable, longer-lasting relationships. Collect leads with website contact forms or scan business cards from our mobile app. Leads flow effortlessly into your sales pipeline. Pipeline flags and reports help you keep things moving. Transition new clients over to your onboarding or project delivery pipelines with one click. Manage next steps and tasks directly on your pipeline without needing to click into projects. Copper’s integration with Google works seamlessly with your Gmail, Calendar and Drive, you never have to switch tabs to add leads, track email conversations, find files and manage tasks in your marketing and sales process. Talking to a new person? Add new contacts directly from Gmail through our Chrome Extension. Hover over any Copper contact for rich, contextualized communication and activity details. Surface your CRM reminders and tasks alongside your Gmail inbox. Speed up your email responses with email templates, automations and merge fields. Add new leads and update old ones based on your email interactions, Google Contacts and Copper suggestions. Manual data entry is a thing of the past. Your Google Calendar gets a makeover too. You can look up event details, customer interactions, and materials directly from Google Calendar without breaking your workflow. Stop hunting for files, they're right where you need them. Files and Google docs sync to your Copper contact records automatically. Quickly surface customer files across company and deal records, and easily attach suggested files in Gmail based on your email activity. Export any data from Copper directly to Google Sheets via the custom report builder, or connect to Looker Studio to visualize Copper data longside other data sources.

Copper Details
Product Website
Discussions
Copper Community
Languages Supported
German, English, French, Italian, Japanese, Dutch, Spanish
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Product Description

Copper is a smart & simple CRM that helps you close deals faster.

How do you position yourself against your competitors?

Copper is the #1 easy-to-use CRM. Copper CRM is the only CRM recommended by Google to their millions of Google Apps customers - go to https://apps.google.com/partner/recommended/ to see for yourself!


Seller Details
Seller
Copper
Company Website
Year Founded
2012
HQ Location
San Francisco, CA
Twitter
@CopperInc
2,422 Twitter followers
LinkedIn® Page
www.linkedin.com
258 employees on LinkedIn®
Description

Copper is the only client and project management tool that's a Recommended for Google Workspace app.Copper appears directly in Gmail, Calendar and Drive, so you never have to switch tabs to add contacts, track conversations, find files or manage tasks. Copper helps you manage your entire client journey, from adding new prospects, closing new deals, transitioning to project delivery and beyond.


Jessica A.
JA
Overview Provided by:

Recent Copper Reviews

Verified User
E
Verified UserSmall-Business (50 or fewer emp.)
0.5 out of 5
"Limited functions"
At first it seems simple, but you pay this simplicity as missing functionalities.
Verified User
U
Verified UserSmall-Business (50 or fewer emp.)
5.0 out of 5
"We have used Copper for years and it is good CRM for our purposes."
Copper is easy to use and fully functional and practical.
Verified User
A
Verified UserSmall-Business (50 or fewer emp.)
4.5 out of 5
"Simplified CRM with Seamless Google Integration"
What I like best about Copper is its seamless integration with Google Workspace. It feels like an extension of Gmail, making it incredibly intuitiv...

Copper Pricing

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15% Off Annual Plan for Life on all available Copper plans

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Copper Media

Copper Demo - No more switching tabs. Do it all in Copper.
Copper’s CRM integration with Google works seamlessly with your Gmail, Calendar and Drive, you never have to switch tabs to add leads, track email conversations, find files and manage tasks in your marketing and sales process.
Copper Demo - Track deals and manage projects
From sales to projects to ongoing client management - pipelines bring structure to all your business processes.
Copper Demo - Copper + Google = Better Together
Works seamlessly with your existing Workspace routine. Connect your team's Google Workspace accounts first. Copper then pulls in contact information and email conversations, and layers on productivity tools directly in your inbox and calendar.
Copper Demo - Connect with the tools you're already using
Copper connects with all your favorite apps and tools.
Copper Demo - Stay connected wherever you go
Relationship-building doesn't have to stop when you're away from your desk. From answering questions to logging customer interactions and tracking your sales pipeline, Copper's mobile CRM makes it easy.
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Video Reviews

1,135 Copper Reviews

4.5 out of 5
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1,135 Copper Reviews
4.5 out of 5
1,135 Copper Reviews
4.5 out of 5

Copper Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons

Overall Review Sentiment for CopperQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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G2 reviews are authentic and verified.
Verified User in Marketing and Advertising
UM
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Seller invite
What do you like best about Copper?

Love the accesibility of the system. Really easy to use. Review collected by and hosted on G2.com.

What do you dislike about Copper?

Sometimes it can take a while to update and refresh when new leads are input. Review collected by and hosted on G2.com.

What problems is Copper solving and how is that benefiting you?

Making everything easier to use Review collected by and hosted on G2.com.

Alison C.
AC
Job Opportunity and Placement Coordinator
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Copper?

Copper helped me stay on top of all my contacts, relationships, and processes in a startup endeavor. It is beneficial that it syncs with my gmail account! I've just upgraded for even more usefulness. Another helpful feature that sets it apart from others is the ability to have multiple customizable pipelines. Review collected by and hosted on G2.com.

What do you dislike about Copper?

The pricing for Copper can be a bit expensive but seems comparable to other similar CRM software. The app can feel a bit complex, even overwhelming, when you first start to use it but it is necessary to capture all the parts and relate them together. Once you get familiar with it, it becomes quite easy to navigate. Review collected by and hosted on G2.com.

What problems is Copper solving and how is that benefiting you?

I needed a CRM that also allowed more than a sales pipeline. As I am developing non-profit programs, I required mulitple pipelines (process tracking) that I could also customize since each process had distinct milestones. Review collected by and hosted on G2.com.

Robert C.
RC
Survey & Service Coordinator
Construction
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
(Original )Information
What do you like best about Copper?

relationship management is super easy. Easy to access all communications and deals from anywhere in google. The pipeline view is very nice as well compared to our previous CRM. It's easy to see everything we have going on at once. Review collected by and hosted on G2.com.

What do you dislike about Copper?

It would be nice if there were more report generating features. Many of our reports don't give us an accurate week by week view of deals confirmed and won. It would be nice if the mobile app could integrate with the google phone apps. Since I have a google phone, it would be nice if google could implement copper into more of their mobile platforms as well. Review collected by and hosted on G2.com.

Recommendations to others considering Copper:

do research on all the other CRMs and see what fits your work stream and office environment. Some CRMS are. better for smaller companies. Finding a way to test them is very helpful. Review collected by and hosted on G2.com.

What problems is Copper solving and how is that benefiting you?

We can stay on top of our deals very well. having such a small company that works with a decent sized artist client roster, we could easily get lost in all the deals and inquiries we have coming in. But copper makes it so we don't have to worry about keeping everything in our heads. Also having an app on our phone makes it easy to access things as well. Review collected by and hosted on G2.com.

Response from Copper of Copper

Thanks for the feedback, Bobby!

Riley L.
RL
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Copper?

Tracks leads and opportunities efficiently. Allows you to set tasks accordingly, and set automated tasks based on the stage of each lead/opportunity. Access to invoices and files is quick, easy and convenient. Navigation moves quickly for the most part. Review collected by and hosted on G2.com.

What do you dislike about Copper?

If I open a new tab and start typing in the search bar it bumps me down to the nearest text box (log an activity/note most of the time). Copper can't keep up with me in this regard and I wish it could.

The "plus" sign next to "files" in leads/people/opportunities/companies has disappeared. You can still click where it should be and it will function the same, but it is confusing for new users.

Copper doesn't always recognize duplicate leads/people, which is often annoying.

Again, these are nitpicky items but thought I should bring them up. Review collected by and hosted on G2.com.

What problems is Copper solving and how is that benefiting you?

Tracking leads/opportinities - not a chance I could do this as efficiently without Copper. Pipeline view and filters show me my most pressing opportunities instantly, which helps with daily/weekly/monthly prioritization. Review collected by and hosted on G2.com.

Ty N.
TN
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Copper?

I appreciate the online chat help. When I run into issues, it is nice to know someone is there to help me. Review collected by and hosted on G2.com.

What do you dislike about Copper?

It's plethora of features are not necessarily easy to use. There is a steep learning curve. Review collected by and hosted on G2.com.

What problems is Copper solving and how is that benefiting you?

It allows us to track our prospects in an orderly and efficient manner. Review collected by and hosted on G2.com.

Traci N.
TN
Director Of Business Development
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Copper?

The ease of finding a contacts information Review collected by and hosted on G2.com.

What do you dislike about Copper?

Sometimes it takes a minute to research information entered. Review collected by and hosted on G2.com.

What problems is Copper solving and how is that benefiting you?

Being able to separate all my contacts and schedule follow ups. Review collected by and hosted on G2.com.

Anya C.
AC
Marketing and Communications Manager
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Copper?

We are very pleased with the account management staff and strive to make sure that using the platform is as rewarding as possible. Copper reduces onboarding new customers manually, through a Gmail message or by using a template and collating a large repertoire. Copper is a CRM system that is easy to use and has the ability to generate custom fields, multiple workflows, sales stages, etc. It is really customizable and has a less complex nature compared to other CRMs I have used before. The Google embedding and Chrome extension automatically monitors and updates marketing and marketing jobs that are within the CRM. Data entry is simpler. Review collected by and hosted on G2.com.

What do you dislike about Copper?

I like using copper and there is no way to think of another adversity since going live. We were not able to merge properly with RingCentral, however this is not a big issue. Copper automatically performs information gathering on people and their images when people do an internet search. Sometimes this information is not correct. Review collected by and hosted on G2.com.

What problems is Copper solving and how is that benefiting you?

Copper is managed by the Sales and Business Development staff of the institution I represent. We had a group of 7 people and we realized that we needed a new CRM program after leaving Salesforce. We did some detailed research and found that Copper was the best alternative to what we were aiming for with our CRM. Copper's CRM is simple to use and also pairs perfectly with G-Suite. The mix with G-Suite items was what really interested us. The number one CRM for companies using G-Suite products is Copper. We use copper for the purpose of generating and managing the accounts we intend to service, activity and opportunity management, and project development on a daily basis. Review collected by and hosted on G2.com.

Verified User in Marketing and Advertising
AM
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Copper?

It's great that it connects straight into Google Workspace, that was why I originally signed up for it in the beginning. Review collected by and hosted on G2.com.

What do you dislike about Copper?

#1 - They very shadily and unethically lock you into an annual contract despite signing up for a monthly plan. They won't provide any type of reasonable customer service or support at all when you go to cancel because the functionality and value of the system is nowhere near the high cost. Finally, they will point out that buried in their Terms of Service (!) is where you will be notified that you're actually on a contract for a full year.

So at this point, I'm apparently stuck paying $500 USD for 4 months for a tool I'm no longer using that is bringing me no value because we switched to a much more powerful and affordable CRM.

The way that their sign up process is mimics almost every other tech products (ex. sign up free, no credit card required, etc.) but beware...

#2 - When I was getting *some* value when we were using it, it was incredibly complex and clunky to set up the connections and automations. I was constantly dealing with tech support and it ate up a lot more of my time than I expected. Again, this was nowhere near worth the high price you're paying per month for the system, especially when you compare it to so many other systems.

#3 - I have honestly never dealt with a company that sets their terms in this way and then also provides such horrible customer support for someone that has invested a significant amount of money with them. Instead of trying to find a solution and providing some type of reasonable options for a resolution, just saying no and then essentially ignoring you. I truly hope they make their terms, support and sign up practices more clear because as you can see from the reviews, I'm not the only one who's been duped and had issues with this. Unforunately, it seems like they say they do, but continue to operate the same.

Please go choose a different CRM, you'll be much happier and have more money in your bank. Review collected by and hosted on G2.com.

What problems is Copper solving and how is that benefiting you?

No benefit. Review collected by and hosted on G2.com.

Response from Melanie Raffa of Copper

Hi there,

I’m so sorry to hear this was your experience with Copper. We aim to make our pricing and plans as clear as possible. Your feedback has been shared with the support team. We’d love to speak with you further to hopefully resolve this issue. Please reach out to our head of support directly at cclark@copper.com to continue the conversation.

We aim to provide quick and informative support for our customers and we want to uphold that standard moving forward.

We hope to hear from you soon,

Melanie at Copper

Kilian E.
KE
Sales
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
(Original )Information
What do you like best about Copper?

Copper keeps track of all correspondence with your customers. It also sends you reminders via email and allows you to email your work colleagues. The layout is very user-friendly, and the information is accessible. Review collected by and hosted on G2.com.

What do you dislike about Copper?

There are lag times when the correspondences are not recorded, and that is frustrating because you always expect it to be there. We've also had some syncing issues with Just Call but that seems to have been resolved. Review collected by and hosted on G2.com.

What problems is Copper solving and how is that benefiting you?

Copper helps you keep track of customers all along the way, from the early stages of the estimating process through the completion of the sale and even the invoicing process. You can also indicate how a sale was lost read all correspondence with that customer without having to dig through old emails and text messages. Review collected by and hosted on G2.com.

Verified User in Computer Software
EC
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
(Original )Information
What do you like best about Copper?

At first it seems simple, but you pay this simplicity as missing functionalities. Review collected by and hosted on G2.com.

What do you dislike about Copper?

Too simple, without room to develop. Missing features. Unfriendly company. We do not use it anymore. Review collected by and hosted on G2.com.

What problems is Copper solving and how is that benefiting you?

Mapping leads and opportunities Review collected by and hosted on G2.com.

Response from Melanie Raffa of Copper

Hi there,

Thank you for your feedback. Copper is continuing to evolve its product offering to provide our customers with an exceptional end-to-end customer engagement and relationship management platform experience. We’ve already expanded our functionality with new product releases early this year, and we encourage you to explore those in our Copper Community.

I’m sorry to hear you had an unfriendly experience with Copper and this information will be shared with our internal team. We aim to deliver exceptional customer support and this will be escalated with the team.

We wish you all the best,

Melanie at Copper

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