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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Jonathan R.

Sales and Customer Service manager

Small-Business (50 or fewer emp.)

7/7/2020

"Increases saless"

5/5

What do you like best about Copper?

It has made my sales organization so much better! The customers are always so impressed when I call them back the day I tell them I will. Many say that we are the only company that continually follows up! I love Copper!

The opportunities portion works awesome for me to track my follow-up sales calls. I also use the notes portion a lot and it impresses customers when I remember things they tell me.

Additionally, I LOVE that it tracks the emails. I am always able to go back and see what communication has happened without having to dig through gmail.

Plus it keeps track of how our customers learn about our business and I use that to make decisions where our money goes for advertising.

This is a great tool for small businesses in sales! Review collected by and hosted on G2.com.

What do you dislike about Copper?

I wish there was an easy way to track texts from customers. It would be nice if all texts from customers could be routed through here somehow!

One other thing I would like is a place to put a separate mailing address in for customers.

There are just some small things that would help if I could customize it a little bit more, but it generally works great for our needs. Review collected by and hosted on G2.com.

Recommendations to others considering Copper:

If it doesn't meet your needs perfectly, talk to someone to help you customize it! Also, use the app! Review collected by and hosted on G2.com.

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

It has helped move our company from doing CSM on paper to totally online and allowed me to be 100% mobile. I use the mobile app all the time to reach a customer when I am away from the office. It is nice because I don't have to put contacts in my phone. Review collected by and hosted on G2.com.

Kellyn B.

Small-Business (50 or fewer emp.)

5/16/2023

"Easy CRM System That Customizable"

5/5

What do you like best about Copper?

Managing workflow. We work in real estate and we can create pipelines for each transactions and track everything with the transaction. All emails are tied back to the transaction. Best part is the TASK generation, I use it to manage my daily work flow and keep up with all the details in each transaction. Review collected by and hosted on G2.com.

What do you dislike about Copper?

Reporting is a little difficult and you have to download in order to print. Review collected by and hosted on G2.com.

Paula T.

research analyst

Small-Business (50 or fewer emp.)

5/24/2022

"Easy to use, a lot of things you can do"

4/5

What do you like best about Copper?

Merging contacts and companies. We have more than 40 thousand contacts and its still very easy to filter and find someone. I like the tagging system more than other competitors. Review collected by and hosted on G2.com.

What do you dislike about Copper?

I dont like that copper doesn’t tell you when a contact is private. It just seems like the person isn’t in the system until you try to add them and the contact info is already in use. Also the emails... I dont like that we dont get metrics, or a chance to schedule a follow up according to the recipients action, and so on. Adding this would be a game changer for copper. Review collected by and hosted on G2.com.

Verified User in Management Consulting

Small-Business (50 or fewer emp.)

5/17/2023

"CRM to keep track of my leads and tasks"

3.5/5

What do you like best about Copper?

I like the idea of having multiple pipelines, and how easy it is to move from one stage to the next. I also really like i can link it to my gmail. So the emials i send, are outomatically registered. Review collected by and hosted on G2.com.

What do you dislike about Copper?

I think there is still a lot you can do. For example: the tasks you put to yourself are awesom, specially because its lik to my calendar, etc. However, when you accomplish those tasks, it should automatically register in activities, and that dosent happen. So i have to then go and register my activities. Review collected by and hosted on G2.com.

Verified User in Financial Services

Small-Business (50 or fewer emp.)

1/16/2023

"A great, simple CRM solution for Google Workspace users"

4.5/5

What do you like best about Copper?

The seamlessness with which Copper integrates with my work Gmail account is the biggest reason that I enjoy the product. While it may require some maneuvering, we found the product could be customized to our needs with enough effort. The ability to integrate well with Google Looker Studio has also been a big plus for us. Review collected by and hosted on G2.com.

What do you dislike about Copper?

Copper can be glitchy at times - on occasion, I have sent an email to a contact but it was not automatically pulled into Copper. Also, there have been a few times when the connection between Copper and Google Data Studio ceased working for about a week, which caused some issues with our internal workflows. Review collected by and hosted on G2.com.

Otzar J.

Small-Business (50 or fewer emp.)

3/6/2023

"I've had an excellent experience using Copper."

4/5

What do you like best about Copper?

The best thing about Copper is its reliability. I know I have everything in one place and can access that place without a problem. I also like the UI. Review collected by and hosted on G2.com.

What do you dislike about Copper?

Sometimes Copper can load really slowly, or be stuck loading for a long time. Review collected by and hosted on G2.com.

Brenda O.

bookkeeper

Small-Business (50 or fewer emp.)

11/11/2022

"Great Platform"

5/5

What do you like best about Copper?

It's a great platform with everything I need in one place. It's beneficial to have my calendar and email handy Review collected by and hosted on G2.com.

What do you dislike about Copper?

I had some trouble syncing my email, but all is well now Review collected by and hosted on G2.com.

Cole M.

Account Manager

Small-Business (50 or fewer emp.)

6/20/2022

"Revamped our Workflow"

5/5

What do you like best about Copper?

The Copper GMail Addon, being able to have access to all of our client's info and task lists is invaluable while going through my Emails. And being able to set task reminders on your Google Calander is amazing! Review collected by and hosted on G2.com.

What do you dislike about Copper?

There aren't a ton of downsides to copper, I would love a dark mode option since the white background is a little blinding after staring at a screen all day. And Sometimes Scrolling through the Companies can be a bit laggy, but I'm pretty sure that's a computer Issue Review collected by and hosted on G2.com.

Recommendations to others considering Copper:

If Things tend to get unorganized or hectic, Copper easily simplifies organization for the user and the company. Review collected by and hosted on G2.com.

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

Copper is Solving the miscommunication issue in the company, with Copper I can leave a note with what was accomplished so I don't have to report every minuscule task to my higher-ups. Review collected by and hosted on G2.com.

Nada F.

Small-Business (50 or fewer emp.)

5/10/2023

"Easy to use. Makes work easy by helping in data collection and Use"

4.5/5

What do you like best about Copper?

I like the fact that it's easy to organise leads into groups Review collected by and hosted on G2.com.

What do you dislike about Copper?

It's sometimes difficult to get information from a lead when you input contacts. Especially when Using a phone Review collected by and hosted on G2.com.