Copper Reviews & Product Details

Copper is the only client and project management tool that's a Recommended for Google Workspace app. Built for agencies, consultants and professional services, Copper helps you connect with leads, win deals, deliver projects and create repeat clients. All in one easy-to-use tool. Join 30,000+ professional services 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.

Product Website

Seller

Copper

Discussions

Copper Community

Languages Supported

German, English, French, Italian, Japanese, Dutch, Spanish

Overview by

Jessica Andrews

Pricing

Pricing provided by Copper.

Copper Starter Edition - Annual

Starting at $9.00

Per Month

View More Pricing Information

Copper Integrations

(3)

Verified by Copper

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.

Interactive Demo

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Verified User in Accounting

Mid-Market (51-1000 emp.)

2/21/2020

"User friendly simple CRM"

5/5

What do you like best about Copper?

Simplicity of the platform, the user interface Review collected by and hosted on G2.com.

What do you dislike about Copper?

cannot log a call that i find is not good Review collected by and hosted on G2.com.

Verified User in Manufacturing

Mid-Market (51-1000 emp.)

11/4/2024

"User friendly and always improving!"

5/5

What do you like best about Copper?

The ease of use of Copper is great and the features help our organization to stay focused and organized. Review collected by and hosted on G2.com.

What do you dislike about Copper?

It can be buggy, but Copper is quick to respond once they're made aware. Review collected by and hosted on G2.com.

Verified User in Real Estate

Small-Business (50 or fewer emp.)

1/23/2025

"We have used Copper for years and it is good CRM for our purposes."

5/5

What do you like best about Copper?

Copper is easy to use and fully functional and practical. Review collected by and hosted on G2.com.

What do you dislike about Copper?

No downsides that I am aware of. Customer service is very good if there is a problem. Review collected by and hosted on G2.com.

s e.

Sales

Small-Business (50 or fewer emp.)

5/15/2023

"Fantastic CRM!!"

5/5

What do you like best about Copper?

Copper allows you to fully customize your CRM, with additional fields, drop-downs, etc. Additionally, it is so easy to add these fields "on the fly". You might have thought your CRM was "perfectly set up", only to find out there is another triggering quality or metric you want to track on each account. You can go in and edit your entire CRM to include this new metric and use it immediately. Review collected by and hosted on G2.com.

What do you dislike about Copper?

They tend to provide more live person support within the pre-sales process of your account. Basically answering questions live with a sales person. The people are super knowledgeable, which is fantastic! However, after the sale, they are pretty much gone and on to the next account. The support from there is more of a submit a ticket (at best), otherwise using tutorials via their website. I believe there is a "partner community" as well, but I've never really liked to rely on those myself, for product support. It would be great if they had a small dedicated support team to answer questions live and also shawdow into your account to help you do things. Even if you had to pay for this service (one time or additional as a monthly premium), would be great! Review collected by and hosted on G2.com.

sarf r.

Business Development Associate

Mid-Market (51-1000 emp.)

8/9/2024

"Easy to use this"

5/5

What do you like best about Copper?

Easy we can track each and everything end to end Review collected by and hosted on G2.com.

What do you dislike about Copper?

Nothing do dislike the copper everything is fine. Review collected by and hosted on G2.com.

Verified User in Events Services

Small-Business (50 or fewer emp.)

8/16/2024

"Tech Support is Terrible"

0.5/5

What do you like best about Copper?

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.

What do you dislike about Copper?

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.

Response from Jessica Andrews of Copper

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Hi there,

I’m so sorry to hear this was your experience with Copper's technical support team. We hold our customer service team to a high standard, we take customer feedback very seriously.

We’d love to connect with you directly to learn about your experience, collect your valuable feedback and do what we can to right this wrong. Please reach out to our head of support directly at cclark@copper.com to continue the conversation.

We hope to hear from you soon,

Jessica at Copper

Martin B.

Small-Business (50 or fewer emp.)

3/31/2023

"Good tool, very graphic"

4/5

What do you like best about Copper?

Pipelines and the ability to move cases from one stage to another, add people/leads responsible for each opportunity, and connect with Slack is an advantage when it comes to notifying the rest of the team about updates. Review collected by and hosted on G2.com.

What do you dislike about Copper?

The reporting part 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.

Lydia. F M.

Account Manager

Automotive

Mid-Market (51-1000 emp.)

4/18/2024

"Intuitive product, excellent service and great service"

5/5

What do you like best about Copper?

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.

What do you dislike about Copper?

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.

Carmie S.

Small-Business (50 or fewer emp.)

8/1/2023

"All around terrible to deal with. DO NOT SIGN UP WITH COPPER"

0/5

What do you like best about Copper?

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

What do you dislike about Copper?

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.

Response from Melanie Raffa of Copper

edit

Hi Carmie,

I’m sorry to hear this was your experience with Copper. We aim to make our pricing and plans as clear as possible. Customers can choose between a monthly and annual subscription, and it looks like your account owner went ahead with an annual subscription. Our Head of Support has reached out to your account owner to resolve this issue.

Your account did qualify for onboarding services with our customer success team to help with your initial set up, and this information was shared with your account owner. We appreciate your feedback regarding our customer support and will strive to make this process and our communications clearer and more accessible in the future, as your experience was below the level of service we aim to deliver.

Melanie at Copper