Carmie S.
Star Rating: 0

What do you like best about the product?
They are a Terrible company. There customer service is the worst I have ever experiances.

What do you dislike about the product?
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

What problems is the product solving and how is that benefiting you?
They refuse to sole any issue their customer service is a nightmare

Denny C.
Star Rating: 4

What do you like best about the product?
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.

What do you dislike about the product?
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.

What problems is the product solving and how is that benefiting you?
This product presents itself as the ideal solution for all sales-related tasks, helping businesses to stay ahead of the curve, delivering exceptional customer experiences and building strong customer relationships. With this robust solution, teams can fully focus on customer acquisition, cross-selling and deal closing, taking advantage of the incredible benefits of sales automation.

Alison C.
Star Rating: 5

What do you like best about the product?
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.

What do you dislike about the product?
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.

What problems is the product 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.

Bobby C.
Star Rating: 5

What do you like best about the product?
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.

What do you dislike about the product?
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.

Recommendations to others considering the product:
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.

What problems is the product 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.

Riley L.
Star Rating: 5

What do you like best about the product?
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.

What do you dislike about the product?
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.

What problems is the product 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.

s e.
Star Rating: 5

What do you like best about the product?
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.

What do you dislike about the product?
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!

What problems is the product solving and how is that benefiting you?
Copper allows me to quickly search for account records, as well as create new ones. The speed at which I can do this helps greatly with productivity. I can search based upon any criteria that I have set up within the CRM.

Martin B.
Star Rating: 4

What do you like best about the product?
Pipelines y la posibilidad de mover casos de un estadío a otro, sumar personas/leads responsables de cada oportunidad y poder conectar con Slack es una ventaja a la hora de notificar el resto del equipo de actualizaciones

What do you dislike about the product?
Es algo complejo la parte de reportes y tener que estar switcheando entre Pipelines y no poder ver algo consolidado (al menos en nuestro tipo de membresía). Otra cosa es que todos los usuario tienen que estar al mismo nivel de membresía y se nos hace muy costoso y sin sentido elevar nuestra membresía para obtener una funcionalidad que solo aplica a un pequeño grupo de usuarios.

What problems is the product solving and how is that benefiting you?
Trackear todas nuestras oportunidades con leads o clientes actuales, a la vez de crear tareas y recordatorios de seguimiento de los mismos para darles seguimiento

Anya C.
Star Rating: 5

What do you like best about the product?
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.

What do you dislike about the product?
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.

What problems is the product 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.

Verified User in Marketing and Advertising
Star Rating: 0

What do you like best about the product?
It's great that it connects straight into Google Workspace, that was why I originally signed up for it in the beginning.

What do you dislike about the product?
#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.

What problems is the product solving and how is that benefiting you?
No benefit.

Kilian E.
Star Rating: 4.5

What do you like best about the product?
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.

What do you dislike about the product?
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.

What problems is the product 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.

Sergey B.
Star Rating: 4.5

What do you like best about the product?
Copper is great and multi-functional, within my organization, it is used for prospecting, customer relationship management support, channeling and tracking sales opportunities with prospects, among other things that promote customer satisfaction and efficient growth of our business. If we talk about the user interface, Copper has very intuitive and easy to use; our adoption process of the software has taken very little time, and we have started to take advantage of its features and capabilities quickly. I also love how organized the software is, and being able to find all the information from quotes, manifests, and invoices within each of our customer's accounts is a factor that makes our job much more manageable.

What do you dislike about the product?
What I dislike least about Copper is its limitation in integrating with several third-party tools and performing specific automation that would help us save time and effort. I also think that customer service should be improved.

What problems is the product solving and how is that benefiting you?
It is a complete CRM solution and ideal for organizations looking to prioritize customer satisfaction; it also has useful features that have strengthened our prospecting, sales pipeline and follow-up, staff recruitment and more. Its usability is easy to learn and get up and running, its interface is intuitive, and its functions are not complex. It has helped us store customer and opportunity information and track tasks and sales success.

Maree D.
Star Rating: 5

What do you like best about the product?
That I can keep a check on my pipeline. I also love its ease of use, having used a number of big name CRMs in my career this is by far the best, it is easy to use and has many extra added benefits and uses that the bigger name ones don't

What do you dislike about the product?
The way it will assign an email address to a specific company, working with the NHS I have many customers who have a similar email address but from different trusts, I have to keep going back and changing the hospital trust because of this.

What problems is the product solving and how is that benefiting you?
I can keep an eye on my pipeline and see at a glance if I need to follow up with a customer as it will change to red, I can easily move them along the pipeline in the cabana view and also keep an eye of the amount of sales I have made that month and where I can get my next sale from

Scotty B.
Star Rating: 5

What do you like best about the product?
Copper automatically compiles all my communications, contacts, and relevant info into one searchable source that simplifies EVERYTHING. Our previous system from a competitor was tedious and frustrating.

What do you dislike about the product?
My one and only issue with Copper is that it has an ever-growing number of features that I don't know yet, and I can't wait to get even better at it! I appreciate the user support resources!

Recommendations to others considering the product:
Take the time to learn the features, they are endless and endlessly useful!

What problems is the product solving and how is that benefiting you?
Keeping track of thousands of daily emails is impossible. I forget names, I forget to send a PDF, things like that. Copper ensures that I don't need to pressure myself to remember everything all at once.

Kodi M.
Star Rating: 4.5

What do you like best about the product?
It's the best system I've found for keeping leads organized, while also giving background info on them to colleagues so we know where to help each other with closing.

What do you dislike about the product?
This is a minor gripe that I have found easy to work around. We have so many long-lead sales opportunities going on at a given time that it's easy to lose track of everything, simply because only so much fits on the screen in a pipeline. If we were a company that had quicker client conversion it'd be different, but we often have projects that take over a year to close because we do high-level marketing with several moving parts.

What problems is the product solving and how is that benefiting you?
We have so many open leads and conversations at a given moment, involving enough pieces of the company at a time, that it's easy for us to lose track of who needs our help most and how much money is currently on the table. Copper is far ahead of any system we've previously used to address this. Our internal evaluation of it will come down to its ability to help us close projects this year that would have slipped through the cracks prior, and I expect it to pass that with flying colors.

Kevin L.
Star Rating: 4.5

What do you like best about the product?
Ease of use, simplicity yet power, customization, integration with Android and cloud-based access...and that it's the right fit for my small business.

What do you dislike about the product?
There's very little that I don't like about Copper. Perhaps the name and brand could be improved. :)

What problems is the product solving and how is that benefiting you?
I'm a presentation specialist / consultant with a long history of finding the perfect CRM tool to track my projects, and clients. Some were too simple...some were too complex. Copper CRM is the Goldilocks CRM...not too simple....not too complex. For my needs - and many other companies - it's just right. It's flexible and easy to use, and most importantly, integrates with my Android phone/tablet with a wonderful cloud-based system. Copper CRM helps keep me focused and organized with my business. The pricing is fair and customer service has been great too. I've used it since 2016...and highly recommend it!

Monica G.
Star Rating: 5

What do you like best about the product?
Copper has been great with our financial and insurance business. The CRM allows us to effectively build and grow our business by maintaining and tracking clients and projects. It is simple to use and easy to communicate with our team. Copper is priced competitively - excellent value for the money. The customer service is fast to respond too.

What do you dislike about the product?
Copper has a few glitches we've discovered in the last few years, but the Copper team is very good at solving the issues and providing solutions. We've had a few days where Copper ran very slowly, but most of the time, it works well.

What problems is the product solving and how is that benefiting you?
Our team can communicate easily about clients and projects. All of our client's information is housed in the CRM, including email communication and project communication. We are also able to attach client files to each client's Copper file.

Otisa E.
Star Rating: 4.5

What do you like best about the product?
I love the fact that it integrates perfectly with Google Workspaces. This has been an amazing experience for me since I am always using Gmail, GDrive, and GCalendar.

What do you dislike about the product?
The other integrations are based on how many seats you purchase with this platform. For instance, I am going to have to get rid of my seats and just keep 2. Therefore, it will limit my ability to use integrations with other platforms because my company/team is very small.

Recommendations to others considering the product:
Be sure to take the time to make sure this software is aligned with your internal operations and needs. Then, be sure to take a few hours to spend getting set up with Copper and customizing it the way you want. It will be much easier to have it customized first before transferring items from your previous CRM, then you will be set up for success! Enjoy!

What problems is the product solving and how is that benefiting you?
-Keeping track of current clients, leads, and collaborations/partnerships -Easy way to take notes from client calls and create follow-up tasks that sync with my calendar (All my deadlines are directly in my calendar! Love this!) -Breakdown bigger projects into action steps/tasks -Easy and quick review of my sales pipeline

Adriana R.
Star Rating: 4.5

What do you like best about the product?
Copper is intuitive and facilitates accessible opportunities for teams to build strong CRM habits and practices. Whether you're incredibly tech-savvy and process-oriented or new to CRMs, Copper allows teams to easily track interactions, grow company and people records within their organization, and build templates for linear, repeatable work.

What do you dislike about the product?
A challenge of Copper (at times) is its Gmail integration. This can sometimes cause page-loading or connectivity issues and is not as user-friendly as the web-based app. The exporting/re-importing data can sometimes be messy if your team is not trained in some of the quirks of Copper (ex. how tags export vs. how tags are imported).

What problems is the product solving and how is that benefiting you?
Copper allows us to manage an extensive contacts database as a membership association that consistently has an inflow and outflow of new companies and individuals joining our network. As we refresh our use of the platform at the organizational level, it will also help us operationalize some linear processes that have often been done via spreadsheets. This is going to help us have information even more centralized which is helpful for keeping a history of our membership network!

Verified User in Professional Training & Coaching
Star Rating: 5

What do you like best about the product?
I love how easy it is to use Copper from every angle - viewing pipelines, customizing pipelines, reporting, learning history from past clients - there really are so many great aspects of Copper, and I haven't even scratched the surface!

What do you dislike about the product?
Since I am in a position that relies heavily on the data that Copper stores, I would love to be able to get real-time reports instead of waiting for the updates every 10 hours! (But I also understand that it is a work-in-progress so I'll look forward to continued work on this aspect!)

What problems is the product solving and how is that benefiting you?
Copper is helping our organization to monitor our sales process and maintain thorough records of all clients and client interactions to ensure that our pipeline remains full and that we always know where opportunities are in the process.

Daniel K.
Star Rating: 5

What do you like best about the product?
I love the Google plugin. My business uses Google Workspace and Clickup, and the Google workspace integration is fantastic. I tried Hubspot because I thought I wanted more marketing stack features, but in reality I wanted more Copper Integrations, which I now have. Copper is lightweight and fast with a simple UI. I would love to have a 2 Way Clickup Integration so that I could push Projects, People, and Companies back and forth. If you are looking for a sales and operations CRM and use Google, I feel very confident that this is the tool you want.

What do you dislike about the product?
If what you want is a robust marketing stack and landing pages, this is not your tool. I am a believer in integrated and separate tools (i.e. Copper+Clickup+Mailchimp+Calendly), rather than a single tool attempting to "do it all" (i.e. Hubspot, Salesforce)

What problems is the product solving and how is that benefiting you?
It is managing my contacts, it is easily and neatly fitting into my Google-based tech stack, and it is a CRM that I can get more out of than I put in. Most CRMs I've ever used feel like some sort of task in and of themselves. As a small businesss owner, I am not trying to produce reports that my higher ups and their higher ups can track and I am a believer in minimalism.

Daniela B.
Star Rating: 4.5

What do you like best about the product?
The interface. The most useful are the notifications and the searches by filter, they allow you to find what is actually required

What do you dislike about the product?
The biggest drawback is that sometimes the platform has crashed and when they leave me a comment on an invoice, the notification doesn't redirect me immediately, it throws me an error

What problems is the product solving and how is that benefiting you?
allows me to broadly visualize the interaction of the seller with the customer. It is beneficial because I can see the needs of clients or potential buyers and thus analyze their comments for decision making.

Fred M.
Star Rating: 4

What do you like best about the product?
Captures all emails and presentation notes. Also, like how I can download a photo of our contacts.

What do you dislike about the product?
Seems like it only allows for Contacts to go one way in terms of relationships. LEAD to PROSPECT to DEAL or LOST BUSINESS. Many times - in real life business - someone goes from a LEAD to a PROSPECT (increased chance of business) but because of different scenarios - they go back to being just a LEAD. Same with COMPANIES. They may still be potential business but they backup in priority. Copper does not allow a PROSPECT to go back to being a LEAD. Therefore, all of my PROSPECTS are not necessarilly hot PROSPECTS but because I can't go back - Copper shows them as such.

What problems is the product solving and how is that benefiting you?
Allows me to quickly call up - "Where we stand with certain Prospects" What's the background? What has happened? Who was involved? I makes me more productive.

Ana Patricia R.
Star Rating: 5

What do you like best about the product?
It´s a simple way to keep an accurate record of how you are doing with your customers or future customers, organizing the information in pipelines.

What do you dislike about the product?
I don't know how to synchronize it with my email or that I don't know many of its functions.

What problems is the product solving and how is that benefiting you?
It helps me to keep track of the stages I am in with my current and potential clients and to be able to define specific tasks to be accomplished within their respective deadlines.

Arash F.
Star Rating: 5

What do you like best about the product?
Great CRM Software, very user friendly, easy to customize, can add as many as custom fields and can cross-reference many different fields, as a Real Estate Broker managing a team of 5 people it becomes extremely easy to customize the pipeline, track communication

What do you dislike about the product?
The software still needs more API to connect to other platforms using Microsoft suite

What problems is the product solving and how is that benefiting you?
Keeping tabs on all communication, managing the follow-up and tracking pipeline

Sinai R.
Star Rating: 4.5

What do you like best about the product?
All the right tools, statistics, graphics and customer support when you have specific issues or questions.

What do you dislike about the product?
When you go to create a page in the dashboard, it is somewhat tedious and difficult for users who are just using and getting familiar with copper.

What problems is the product solving and how is that benefiting you?
With the Google Chrome extension, we synchronize the emails, tasks in our calendars and the contacts we register automatically to organize all our pipelines.

Verified User in Media Production
Star Rating: 4

What do you like best about the product?
The gmail integration is key for our needs. Being able to easily add contacts and notes while interacting with clients and potential partners in my email browser window saves time and allows greater compliance with CRM data input.

What do you dislike about the product?
Copper could continue to increase its integrations with other useful tools without needing Zapier connections. The interface does sometimes crowd my gmail interface with unnecessary tools.

What problems is the product solving and how is that benefiting you?
Copper helps me keep track of my sales leads, current clients, vendor partners and databased in an easy to use fashion. I love the GSuite integration where you can easily add contacts directly in your gmail window.

Chris A.
Star Rating: 5

What do you like best about the product?
It integrates with the other tools we use internally (Google drive, Slack, Xero etc) perfectly, meaning we can automate what was previously a gamut of annoying manual tasks.

What do you dislike about the product?
I used to find extracting data for internal reporting incredibly frustrating, but it's so much better now. The only niggle would be that in order to use a different currency it would cost so much money. I think it was $10 per user per month additionally, which is crazy when (as a small business) we're already spending £8,000+ per year. We do all of our work and reporting in GBP, but Copper of course is in USD. It's very annoying, but we absolutely cannot justify the cost to be able to change currency / have multiple currencies.

What problems is the product solving and how is that benefiting you?
Pipeline realisation and an list of all company contacts were the primary goals when Copper was implemented. It's being used in some business departments just as an address book, which is fine. Other departments are using the exportable data, pipeline management, and sales/lead progression far more deeply. We want to start using Copper as a mailshot tool also, this wasn't something I was aware that Copper could do and our marketing person is actively exploring this.

Andrew P.
Star Rating: 4.5

What do you like best about the product?
Integration with Google is seamless and slick. The logical structure for logging email and communication with a contact is good, and it harvests contact details from emails really well. Training new users is a doddle as it is very intuative.

What do you dislike about the product?
Its not cheap, but then it seems all CRM's are about the same. The pipeline stages are not that great and the customisation of fields could be better. Getting Data protection info is hard and we are still awaiting a DPA from them, which makes compliance hard for us.

What problems is the product solving and how is that benefiting you?
Cross team communication and tracking of contacts with potential customers. Keeping track of time frames and cost of sales.

Verified User in Entertainment
Star Rating: 4.5

What do you like best about the product?
the seamless integration with google workspace

What do you dislike about the product?
the pricing structure as a small business

Recommendations to others considering the product:
if you use gmail and operate most of your business through emails, copper is the best

What problems is the product solving and how is that benefiting you?
keeping track of jobs and contacts and being able to do it straight from gmail

Jonathan R.
Star Rating: 5

What do you like best about the product?
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!

What do you dislike about the product?
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.

Recommendations to others considering the product:
If it doesn't meet your needs perfectly, talk to someone to help you customize it! Also, use the app!

What problems is the product 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.

Kellyn B.
Star Rating: 5

What do you like best about the product?
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.

What do you dislike about the product?
Reporting is a little difficult and you have to download in order to print.

What problems is the product solving and how is that benefiting you?
Using the task help me manage all our transactions, our agents use it to grow their business. It ties into mailchimp so that is another added bonus.

Paula T.
Star Rating: 4

What do you like best about the product?
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.

What do you dislike about the product?
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.

What problems is the product solving and how is that benefiting you?
Copper is solving the need to specify information about each one of our contacts and group them into different cohorts to be a good fit to our events. Our business performance definitely increases by using copper regularly.

Verified User in Management Consulting
Star Rating: 3.5

What do you like best about the product?
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.

What do you dislike about the product?
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.

What problems is the product solving and how is that benefiting you?
Keeping track of all my leads, and the stages where they are at. I have multiple pipelines and i can see what whas the last thing i talked about, when, and what are my tasks, etc.

Verified User in Financial Services
Star Rating: 4.5

What do you like best about the product?
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.

What do you dislike about the product?
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.

What problems is the product solving and how is that benefiting you?
A CRM system is only valuable if people use it, and they will only use it if the system is simple. Copper is simple enough for everyone to actually use it and powerful enough to be useful.

Otzar J.
Star Rating: 4

What do you like best about the product?
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.

What do you dislike about the product?
Sometimes Copper can load really slowly, or be stuck loading for a long time.

What problems is the product solving and how is that benefiting you?
Copper solves the issue of not everything being in one place. It allows me to see other people's emails and allows me to sync with my coworkers. I can see how a project is doing without having to ask anyone.

Brenda O.
Star Rating: 5

What do you like best about the product?
It's a great platform with everything I need in one place. It's beneficial to have my calendar and email handy

What do you dislike about the product?
I had some trouble syncing my email, but all is well now

What problems is the product solving and how is that benefiting you?
I have none right now, It's a place to keep all notes about clients very helpful.

Cole M.
Star Rating: 5

What do you like best about the product?
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!

What do you dislike about the product?
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

Recommendations to others considering the product:
If Things tend to get unorganized or hectic, Copper easily simplifies organization for the user and the company.

What problems is the product 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.

Nada F.
Star Rating: 4.5

What do you like best about the product?
I like the fact that it's easy to organise leads into groups

What do you dislike about the product?
It's sometimes difficult to get information from a lead when you input contacts. Especially when Using a phone

What problems is the product solving and how is that benefiting you?
Data loss issue. I can use it anytime and anywhere to search for information on my client

Jono G.
Star Rating: 4

What do you like best about the product?
Easy to use, affordable, flexable. Able to access information very quickly.

What do you dislike about the product?
Time consuming but they all are. More training and proper set up are important.

What problems is the product solving and how is that benefiting you?
Customer retention and proper followup.

Sara J.
Star Rating: 4

What do you like best about the product?
Copper is easy to use and intuitive for collecting data, managing relationships, and building processes to manage those relationships. I love that it is easily customizable by adding different fields so we can track any data we want to track. It is capable of tracking the data you need to track without needing someone skilled in IT to manage the data keeping.

What do you dislike about the product?
The least intuitive part of Copper, in my experience so far, is the reports/dashboards. I wanted to create one customized report, but I had to build an insight and add that to a dashboard that gives lots of other information. Also, I don't particularly appreciate that some buttons are only viewable if the screen is at full screen. I expanded my screen, but it took connecting to the chat line to figure out that it needed to be in full-screen mode to see the edit button for dashboards.

What problems is the product solving and how is that benefiting you?
Copper is helping our team track all of our organization's relationships with people and other organizations. Copper also allows us to manage leads and sales in an easy way so we can see how we are progressing in those relationships. The customizable fields also allows us to track certain information like birthdays or other milestones to celebrate and care for our customers.

Sajjaad D.
Star Rating: 4

What do you like best about the product?
How it tracks emails & calls & logs emails that may not be cced to me for viewing. It gives a lot of transparency.

What do you dislike about the product?
I believe the whole layout & navigation can be vastly improved to make it easier for novices like me to use.

What problems is the product solving and how is that benefiting you?
It helps with checking client status on equipment, for example, the warranty. Seeing progress in future interactions, such as sales, is also helpful.

Scott K.
Star Rating: 5

What do you like best about the product?
Love the Gmail integration. Makes data transfer super easy and accurate.

What do you dislike about the product?
Honestly, nothing to dislike. It's built for small businesses like mine.

What problems is the product solving and how is that benefiting you?
Keeping track of customers, sending tailored emails, and running pipeline reports.

Verified User in Sporting Goods
Star Rating: 5

What do you like best about the product?
I like that it's a comprehensive CRM with tasks, leads, multiple automation possibilities, and gmail integration

What do you dislike about the product?
Gmail integration works, all my emails sync, but the sidebar doesn't allow me to run more than one instance of gmail at the same time. I would love if I could have a functional sidebar for all 4 email accounts I have to operate for the mulitple I oversee simultaneously, instead of having to log out and into another google account every time.

What problems is the product solving and how is that benefiting you?
The historical data for all communications with a client is all in one place and reviewable. Even if we lose staff their communications are all saved.

Nicolás A.
Star Rating: 5

What do you like best about the product?
The organization with the leads you add will give you the tools to stay in touch with your client and help you connect so you don't lose the opportunity and have a better connection with them.

What do you dislike about the product?
If you want to add a new lead, sometimes the same person can be a reference for two different companies, so right now, I have to create two leads with the same name.

Recommendations to others considering the product:
If you want to improve your sales, you should use Copper.

What problems is the product solving and how is that benefiting you?
Copper helps me keep track of my emails so I can know when somebody read but never gave a reply. Also, I'm a sales representative so it helps me keep track of my possible new clients.

Lori C.
Star Rating: 4

What do you like best about the product?
Easy lookup and history of communication with client

What do you dislike about the product?
Cannot see email content if the person at the company is no longer there

What problems is the product solving and how is that benefiting you?
Keeping history on past clients

Matt B.
Star Rating: 3.5

What do you like best about the product?
It Works well with Google and my gmail account.

What do you dislike about the product?
Projects and Pipelines seem clunky to use for me

What problems is the product solving and how is that benefiting you?
Organizing prospects and clients.

Terrence K.
Star Rating: 4.5

What do you like best about the product?
Organizing and tracking all my different customers from B2B b2c and partnerships is way too complicated to manage in just an email interface copper allows me to see all the history as well as recent opens and views of email to judge a potential customer's interest.

What do you dislike about the product?
Everything comes at a price but for me is a small business it's one of my most expensive monthly subscription services I wish that were adjusted for businesses less than two people.

What problems is the product solving and how is that benefiting you?
I love keeping track of a workflow and watching clients move down the sales funnel it makes me feel like I'm in control instead of constantly guessing if I responded to everyone's email.

Hamad A.
Star Rating: 1.5

What do you like best about the product?
It tracks emails pretty well. And it has a fast, good-looking UI.

What do you dislike about the product?
Copper does not have enough features to make it truly shine. I've used other CRM platforms in the past that make copper feel obsolete.

What problems is the product solving and how is that benefiting you?
Used as a CRM to track our clients and deals/deal pipeline.

Verified User in Venture Capital & Private Equity
Star Rating: 5

What do you like best about the product?
I like that Copper is integrated with our calendar systems. We have a small team of 8 and copper helps so much with storing data, keeping organized and keeping track of notes that any member of our team can access. Copper also sends me a daily reminder of tasks and meetings that are scheduled on my calendar. The help team at Copper is also amazing and can get answers back to you quickly.

What do you dislike about the product?
The only downside I've seen with Copper is when a team member leaves your organization, the data they inputted goes unassigned and from there, it may be hard to track. I've learned before a team member transitions and assign their data to another user.

What problems is the product solving and how is that benefiting you?
Communication throughout my team. I don't have to call or text team members. I can search for a name or company in copper, and all the notes taken will show up.

Abhinandan J.
Star Rating: 3.5

What do you like best about the product?
Copper is an easy to use CRM for small businesses, comes with low cost as compared to its competitors and is quite simplified.

What do you dislike about the product?
It is more useful for managing leads, rather than being a full-fledged CRM

What problems is the product solving and how is that benefiting you?
It helps us manage and organise the leads, export them to google sheets and run various analysis on them

Verified User in Information Technology and Services
Star Rating: 5

What do you like best about the product?
I have used copper with two companies now. I really like the tight integration with GSuite. I also just really like the layout, the tool is great for anyone in sales. Easy to use, search, organize, filter, etc.

What do you dislike about the product?
No real complaints. It would be nice to have more integrations with other tools.

What problems is the product solving and how is that benefiting you?
Sales CRM

Verified User in Financial Services
Star Rating: 4.5

What do you like best about the product?
The presentation of the customer information and transactions, including opportunities and related email conversations, make it the best choice for organizing data.

What do you dislike about the product?
What is sometimes disturbing is the number of notifications on email regarding tasks and actions taken in copper and they seem to flood the inbox; it would be super if this could be taken care of, while keeping the notifications stacked up in a structured manner, other than daily emails.

What problems is the product solving and how is that benefiting you?
Copper is helping wonderfully to keep all the relevant information in one place, keeping track of opportunities, reminders for tasks and prioritising actions at an account level and contact level with respective customers.

Michael B.
Star Rating: 3.5

What do you like best about the product?
Cloud based application allowing access anyplace. Visually show where customers located in pipeline. Can record infromation and notes on customers that is accessable to anyene at company.

What do you dislike about the product?
I do not like the price it should be cheeper. All apps associated with product do not work. Available apps are owned by companies that created an app but no software, trying to get customers to sign up for app without having a product, aparaentlly this a fundraising strategy for startups but extremly abnoxious. The people working at copper have this strange chain where guy making phone calls does not pick up customer but manager does, the manager needs to call people.

What problems is the product solving and how is that benefiting you?
I was only allowed to attach files to Copper emails starting 3 months back. New feature where files kept in Copper than attache to sales emails faster than upload from computer is recent for Copper but old for any other sales softwear. No link to LinkedIn Contacts, I have to physcially input information

Paul G.
Star Rating: 0

What do you like best about the product?
Not bad looking. Good documentation. Simple enough interface.

What do you dislike about the product?
This is very manual, labor-intensive bit of software that is expensive for what it is. There isn't much value add here vs just a notepad. And gmail + calendar + a free tool called Todoist more than took care of my needs. Not only did it not add much value, there were a bunch of bugs and annoyances with Copper CRM that actively detracted from my life. A senselessly repeating 'copper' icon that blew up some of my gmail windows to infinite scroll, a buggy API to my drip marketing campaign tool that added friction and manual work, and an annoying popup notifcation every single time someone reads an email, without any intuitive way of turning it off. I made a mistake buying this. But the fee is billed annually and once you buy it, you can't get a refund even if you never use it. I asked customer support explaining that I'm a startup and hoping they would make an exception, only to not get so much as the courtesy of a reply. Wish I didn't buy this; but live and learn. Won't be making that mistake again.

What problems is the product solving and how is that benefiting you?
No real value add. If anything, through the problems it created, it actively detracted value from my life instead of adding.

Florence T.
Star Rating: 4

What do you like best about the product?
You can have email trails saved under individual people, making it easy to keep track of the last discussions. Logging in phone logs and calendar meetings

What do you dislike about the product?
That there were no reminders for upcoming tasks.

What problems is the product solving and how is that benefiting you?
Keeping on top of upcoming projects and seeing how it progresses throughout each week.

Verified User in Management Consulting
Star Rating: 4.5

What do you like best about the product?
The opportunities pipeline flow is particularly helpful. The reports generated are also v. helpful. My organisation is also using this to send out marketing email campaigns - copper helps us do this efficiently

What do you dislike about the product?
I find the search function a little confusing. I often look for all the contacts/leads that work for a particular organization and struggle to find them them all in one place

What problems is the product solving and how is that benefiting you?
Tracking opportunities is now far more straightforward - Also like the 'Task' notifications which appear in the corner of each opportunity prompting a call to action for that particularly opportunity however this sometimes bugs

Spencer H.
Star Rating: 4

What do you like best about the product?
I like copper most for its ability to automatically track my client interactions and remind me to follow up with people I haven't reached out to in a while. I also like to use it to find client contact information quickly.

What do you dislike about the product?
I don't like that the copper window in Gmail sometimes blocks gmails features when composing emails. I also get more emails from copper than i think are necessary.

What problems is the product solving and how is that benefiting you?
Copper is taking the place of a hard-copy planner that i would otherwise use to record customer info and track interactions. It is searchable by name and keyword so i can find things quickly.

Dermot K.
Star Rating: 5

What do you like best about the product?
Very simple to us, I like the way it collects the email and all other relevant information into one location, The fact that the entire team can see all the relevant information in one place.

What do you dislike about the product?
If we have multiple opportunities with one individual from an organisation, all of their email for all the various opportunities appear in every opportunity. it would be better if they could be seperate

What problems is the product solving and how is that benefiting you?
It is an excellent tool for progressing our sales through various pipelines. It helps to keep everything moving and means we don't forget to take actions, It has helped our efficiency and our conversion rate

Verified User in Information Technology and Services
Star Rating: 5

What do you like best about the product?
It is simple to use and start off with and fully integrated with the Google Workspace environment. The standard entities for Lead and Sales Management can be tailored to meet your business needs.

What do you dislike about the product?
You cannot add additional entities to the datamodel to support your specific business needs. But Copper Support can connect you to valued partners who can extend Copper with the required functionality to meet your needs. But.. for most SMB out of the box does the trick.

What problems is the product solving and how is that benefiting you?
After integrating Copper with our lead sources we have automates our lead management process. We use standard Copper for lead marketing and our sales process. At the end we implemented some integration to process the sales order with our billing and payment service. Copper can help you connect to the right partner for seamless integrations.

Danielle J.
Star Rating: 4

What do you like best about the product?
Very easy! I like how I can automatically set up reminders in Gmail so I don't forget anything

What do you dislike about the product?
Nothing I can think of. I like everything about it.

What problems is the product solving and how is that benefiting you?
It solves the problems of forgetting to do follow-ups. Also, love how you can upload files to any record.

Verified User in Management Consulting
Star Rating: 4

What do you like best about the product?
I appreciate the contact information and the inclusion of new employment for people who have left the employer on record. Links to social media platforms are also helpful.

What do you dislike about the product?
It is frustrating when Copper doesn't include where people have moved to.

What problems is the product solving and how is that benefiting you?
We have saved many hours searching for contact information.

Christine B.
Star Rating: 5

What do you like best about the product?
A lot of features, but not complicated to use! Very user-friendly. Easy-to-use pipelines, deals, email tools, tasks etc.

What do you dislike about the product?
Reports could be a little more robust with more options.

What problems is the product solving and how is that benefiting you?
Allowing us to manage prospects, tasks, and the sales pipeline in an organized way will enable us to be more productive and close more sales.

Verified User in Computer Software
Star Rating: 5

What do you like best about the product?
It is easy to use, intuitive and we rarely encounter any difficulties with it. It is also a very cost effective solution compared to other CRM's.

What do you dislike about the product?
Like most online CRM's, they are not designed nor intended for the sales rep in the trenches. All online CRM's focus on pleasing the person who signs the check (e.g., the sales manager or VP) by providing reports, etc. It was a trend started by the early online pioneers as they diverged from the client/server solutions which were much more focused on making the sales rep's life easy. Not like that these days with any online CRM.

What problems is the product solving and how is that benefiting you?
Helping us to keep track and engage with prospects and customers.

Roni K.
Star Rating: 4.5

What do you like best about the product?
Easy to use, visual, integrates with G Suite.

What do you dislike about the product?
Reporting could be better. Could have more features.

What problems is the product solving and how is that benefiting you?
Copper helps us easily keep track of leads and opportunities so we can focus our resources on the people that matter and not drop any balls.

Jim J.
Star Rating: 5

What do you like best about the product?
Copper syncs well with our G-mail. Allowing all communication to be captured. It also gives each user to create follow-up tasks within their calendars to track projects that they are working on.

What do you dislike about the product?
I wish that the Sales leadership time had the ability to view a simple dashboard on the homepage. I know there are some capabilities, but not exactly what I am looking for. Some enhancements on the homepage for management would be nice.

What problems is the product solving and how is that benefiting you?
Copper helps our company to properly assign Leads to each of our sales team members. Our unique way of lead generation enables our sales team to remain in-house. Our leads are generated from our company website. All prospective customers are submitting an inquiry and are prompted to answer a few brief questions. This information is captured and fed into Copper.

Joe S.
Star Rating: 4.5

What do you like best about the product?
Ease of use. It is very easy to navigate and to find what I'm looing for

What do you dislike about the product?
Sometimes doesn't save properly. Loses lots of notes

What problems is the product solving and how is that benefiting you?
Saving changes right away leads to some mistakes with dates associated with tasks

Verified User in Real Estate
Star Rating: 2.5

What do you like best about the product?
I can customize my pipelines, create specific pipelines for the deals that I'd like to follow up on. I also like the trainings available on the webinars platform.

What do you dislike about the product?
I like tracking my leads and deals but somehow, I feel Copper is too many steps to add a deal. First add people, then opportunity. Leads nurturing is a bit obscure. My team is barely using it, and I'm with copper for another 6 months without the ability to get refunded for the team members who are not using it. I also wish I could have quarterly reporting of where my team members are up to in comparison to their goals.

What problems is the product solving and how is that benefiting you?
I think I'm the only one who uses it on my team and I am paying for 13 seats. It is quite frustrating honestly, and I try to make it work for me, but for these past few months, I think it's a waste of money.

Andrew C.
Star Rating: 5

What do you like best about the product?
The connection with my gmail account makes communication with clients easy.

What do you dislike about the product?
Some things take a while to find, like how to do a group email, no answers in the search bar.

What problems is the product solving and how is that benefiting you?
It is providing a way of prioritizing my clients based on close rate percentages.

Don W.
Star Rating: 4

What do you like best about the product?
Ease of use; Google apps integration; GMail integration

What do you dislike about the product?
Some of the reporting/filtering is not as advanced as competitive products.

What problems is the product solving and how is that benefiting you?
Sales opportunities tracking and management; contact management

Verified User in Education Management
Star Rating: 4

What do you like best about the product?
The upside to Copper is that it is easy to use. If you are looking for an easy way to track and manage your accounts - it is great.

What do you dislike about the product?
There are some things you cannot do in Copper. - Getting reports is very limited. -You cannot have levels or tiers - for example, if I wanted to list a " parent" with other organizations under it - I cannot - You don't have a spot for a "main contact" - just lists all people - limited search capabilities: example: I cannot search by a phone # or license key - the non-ability to generate quotes directly in Copper

What problems is the product solving and how is that benefiting you?
Copper helps me manage my territory and keep track of my activities

James C.
Star Rating: 4.5

What do you like best about the product?
Seamless integration with GMail, enabling new contacts to be loaded easily and without tedious manual input. Good Customer support. Ability to import/export data easily and API integration with other apps such as Linked In. A great product for those of us who never learned touch typing.

What do you dislike about the product?
Not many dislikes to be honest. Would be great if there were more templated reports and improved Pipeline reporting as takes time for pipeline to be updated as does not happen in real time - only at set times of day.

What problems is the product solving and how is that benefiting you?
The ability to share data across all team members as capturing all incoming and outgoing emails (where contacts are recorded on Copper) and helping better team communication and coordination of activites

Thomas T.
Star Rating: 4.5

What do you like best about the product?
The integration with Gmail means the CRM is updated with the most recent correspondence, it is also a useful tool to add notes as you go

What do you dislike about the product?
It would be great if the insight reports were updated immediately

What problems is the product solving and how is that benefiting you?
Copper helps me provide a clear pipeline to the business and lets me build the specific insights needed to learn as quickly as possible

Connor O.
Star Rating: 4

What do you like best about the product?
Once you get going with it and learn everything, it's straightforward to understand. Other CRM solutions have a much much more intimidating learning curve. Copper was easy to pick up and my team and I were all able to hit the ground running with it. The deep integration with G-Suite is really appreciated since that's where my team does most of our work.

What do you dislike about the product?
There is still some learning curve, but that can be said of any new solution a company adopts. I honestly can't think of anything much too negative to say. Copper's easily the best CRM tool I've used in my career.

What problems is the product solving and how is that benefiting you?
We have many accounts across our many account managers here at AdMachines. That means a lot of emails that can get lost in the shuffle. Copper helps us consolidate correspondence and make keeping track of account activity. I personally also appreciate the easy-to-use task list that helps me keep track of what's on my agenda at any given moment.

Verified User in Non-Profit Organization Management
Star Rating: 4.5

What do you like best about the product?
What I love about Copper is that it automatically captures email correspondance between our contacts and every member of our team-- even the team members who rarely remember to log stuff. ;-) This allows us to pick up where another person left off without creating a flurry of "what did you tell them and when?" internal communication. With Copper's robust tagging and filtering tools, we've also been able to become more systematic about our outreach, which is a game-changer: we've become proactive rather than responsive. I've been a Copper customer since the early days when it was called "Prosperworks," and I liked it so much that I brought it with me to my new company when I changed jobs. I honestly can't imagine working without it.

What do you dislike about the product?
"Pipelines" and "opportunities" are geared towards sales, which doesn't perfectly translate to my work in the nonprofit sector. I also wish "projects" were robust enough to replace Basecamp, but they're not. So that's a huge chunk of the Copper package that we just don't use.

What problems is the product solving and how is that benefiting you?
Trying to do relationship and knowledge transfers from Boomer bosses will always be hard, but Copper makes it less painful by capturing a lot of what my boss is saying to our contacts, with or without his active participation. If I relied on him to log stuff... it would never happen, and I would have way less access to information about the contacts who I'm supposed to be helping.

Verified User in Security and Investigations
Star Rating: 4.5

What do you like best about the product?
Reminder and opportunity tracking. Use the tool all the time.

What do you dislike about the product?
Would be great if it integrated into Microsoft outlook.

What problems is the product solving and how is that benefiting you?
Copper is great crm for sales