Copper CRM Review For 2025
Copper CRM Plans & Pricing
Copper Comparison
Expert Review
Pros
Cons
Copper CRM's Offerings
Copper has a transparent pricing system that lets users know what they should expect when they sign up for a pricing plan while delivering on their promise. You can access all the advanced features on all the pricing plans for 14 days; however, it has no free version. After this period, you’ll be required to upgrade to a paid plan to keep accessing Copper’s powerful features.
During the 14-day free trial, you can automate tasks, track emails, use marketing tools, and create a sales pipeline based on your business details. The more advanced features include lead scoring, LinkedIn integration, and advanced reporting. Also, it is important to note that Copper bills per user. It might come off as affordable if you’re working with a small team, but the bill becomes quite expensive with a large team.
However, you can incur fewer costs by having your fees billed annually instead of monthly. It is best to commit after you’ve gotten a feel of this software with the free trial.
Customer Support
Copper prioritizes customers by offering diverse options for customer support with resources meant to guide you every step of the way. This company considers individual preferences and needs to provide resources tailored to meet you at your convenience.
It has a blog, community, help center, email support, and phone support option you choose from. This company provides swift responses and comprehensive answers that directly solve problems.
You’ll find a detailed insight into my personal experience using each support option below.
Live Chat
This company brings you in contact with human agents and not a bot. Although it took more than 4 hours before I got a response, the agent took time to understand my challenges before providing a solution that showed empathy. Also, I got a follow-up message when I didn’t respond immediately. All of these conversations were already linked to my email address, so I could easily track the conversation without logging into my account. You can also download a transcript of the conversation in one click.
Email Support
After opening a ticket on Copper and lodging my complaints, I didn’t receive a response until after 24 hours. The agent provided useful resources to solve my problems while encouraging me to make further inquiries if I had any issues implementing the solutions.
Blog
The blog on Copper cover diverse topics that impact customer success. It has a section for sales, marketing, productivity, client success, and general copper news that keeps you updated on the different activities involving the brand. If you’re looking for information covering everything that Copper stands for, you’ll find it in the blog.
E-Books and Guides
Copper is filled with e-books and guides designed to help you make the most out of your business. These subjects include building buyer personas, managing customer relationships, creating leads, sales, and marketing. The e-books and guides are easily accessible. If you dread dealing with extremely long books or guides, you can trust Copper to provide juicy details without overwhelming you with information.
Features & Functionality
General Features
Reporting and Analytics
Copper CRM uses a custom reporting system that allows you to choose the data you want to see. It uses a simple drag-and-drop system that simplifies the process for your team members. The insights builder section of the reports has 14 different options for you to interpret the insights correctly. You can use a bar chart, table, column chart, donut chart, stacked area chart, combo chart, heatmap, and many others on Copper. With this CRM software, you can easily track individual metrics without any hassle.
Task Management
Every successful business has to prioritize tasks, assign and manage them adequately to ensure the team remains productive. Copper helps you track important tasks by setting reminders and assigning specific timeframes for every task. When creating a task on this CRM software, you have to include the name, activity type, phone call, meeting, SMS, owner, related individual, and the due date for the task. This way, you can better view all required tasks in a single space.
Google Workspace Compatibility
Copper was built to serve a distinct set of users, Google workspace users. This CRM software integrates completely with Google’s functionality making it easier for you to access this tool across Google products. As a software endorsed by Google, it helps businesses get more stuff done by automatically including their Google contacts and calendar.
However, the most impressive feature is the Google Chrome extension that works with your Gmail, as it offers email templates to help you draft powerful messages to develop strong relationships. This extension helps you enrich customer data and gain more information about your contacts so you can reach them in their convenient spaces.
Streamline communication with integrated email tools.
Sales
Contact Management
This software helps you manage all your contacts effectively. Copper is designed to help you track every email conversation, lead, and sales pipeline so your team members can easily access the information needed to nurture stronger relationships. Using Copper makes it easy for you to customize different fields based on your preferences and the structure of your business. You can decide to customize the sections or activity types, and if you want to rename records, Copper offers you that liberty. This contact management system personalizes every customer’s data, ensuring its accessibility.
Lead Management
This feature helps you compile relevant data concerning leads, track lead sources, and boost sales activities. It assists you in identifying your most relevant prospects to increase your chances of converting them into customers. Copper also has a lead tracker that ensures you make the right efforts concerning lead generation so you can manage and organize leads better to increase the conversion rate.
Automation
Automate workflows to improve operational efficiency.
Performance:
Copper CRM performs averagely despite its powerful features. After accessing some of the variables, I concluded that the performance is only decent.
Speed
Setting up an account with Copper is fast, and so is the process of uploading customer data. It is seamless and straightforward. However, Copper experiences some technical glitches that last a long time. Sometimes, you have to log in more than once to solve connection errors.
Also, it took 7 hours to access the reports section of this tool because the team had to activate it first. However, after activation, Copper provides accurate analytics within a short time.
Automation
Copper has no templates for creating a workflow rule. However, the entire process takes less than a minute. After activation, the automation features are quite impressive as they function instantly. However, Copper for email marketing automation is impossible. The same can be said about the sales forecasting automation.
Ease Of Use:
The overall experience of using Copper is thrilling. Right from the start, Copper provides adequate support required for you to navigate the platform with ease. Immediately after you finish setup, the live chat section pops up with an agent ready to help you use the software. Also, most features include videos showing details on how to maximize them with a comprehensive product tour.
Setup
Setting up an account with Copper is a breeze. I had to include my personal and company details, including business name, size, industry, and proficiency using CRM tools to get started with the tool. The entire process lasted for about 5 minutes, and there was also the option for me to skip some aspects, so it didn’t come off as cumbersome. However, it was difficult to scroll through the landing page.
Audience Building and Segmenting
Copper offers diverse options to build and segment your audience on the platform. The different pages can import and export data easily; the function is quite visible. Although you can include customer data manually, it is best for you to leverage the 13 different options that Copper provides to prevent building from scratch. Copper allows you to import from CSV, Excel, Google Contacts, LinkedIn, Salesforce, and some CRM tools you could have used previously. You’ll also find a comprehensive guide on how to import data from other CRMs while at it.
Automation
You’ll have to create a workflow rule on Copper from scratch because it has no templates. However, the process is quite straightforward. First, you must choose a name for your automation rule, create a trigger, include a condition, and then an action. This workflow automation covers different pages, including lead, person, opportunity, project, company, and tasks. This feature will help you reduce errors, save time, and provide a superior customer experience since you can update information quickly.
Integrations
Copper allows you to retain a 360-degree view of your customers by leveraging third-party applications. Integrating this software with Slack, Google Drive, Zendesk, Hubspot, Mailchimp, and a host of others helps you complete all your tasks using a single platform. The integration process is smooth, requiring minimal effort to sync your favorite applications with Copper.
Uniqueness:
Copper CRM stands out among others with its simple design and the Google workspace integration that helps businesses work faster. It also has a chrome extension that integrates perfectly with your desktop, especially emails, by enriching your data and even offering templates.
Verdict:
Copper CRM is better suited for businesses that rely heavily on Google workspace to perform most of their business operations. It might not be a great fit if you’re looking for more advanced features. However, if you value simplicity in organizing customer data instead of dealing with complex processes, you can settle for Copper because of its user-friendly design.
It is important to note that this CRM software has no free version; after the 14 days free trial, users must upgrade to a paid version billed annually. Since the pricing plan is billed per user, it can get quite expensive for a large team. However, it has decent features that cover integrations, automation, effective management, customization, and email marketing.
User Review
Write a Review- - It was so easy to set up that we went live the same day
- - Automates the data entry process
- - The Gmail integration gives me an entire overview of the contact relationship within the email client
