"Copper is an excellent CRM system for small businesses, particularly if you rely on Gmail for customer communications."
0 Price
0 Ease Of Use
0 Features
0 Help And Support
Pros
  • Workflow automation
  • Extremely easy to use
  • Advanced sales reporting
Cons
  • Inflexible pricing
  • No blog
Company Background

Founded in 2013, Copper CRM is a small business-focused tool with native G-suite integration. Based in San Francisco, US, Copper CRM is a small business-focused tool with native G-suite integration. The brand offers major customizability, drag-and-drop sales pipeline management, powerful automation, and robust analytics features.

Plans & Pricing

Copper has a very transparent and fair, yet slightly inflexible pricing strategy. The brand offers three pricing plans – Basic, Professional, and Business.

Annual or monthly billing options are available only to the Basic plan. There is a 14-day free trial where you will be on the Business plan with full access to all features.

Basic
$24/mo
14-day FREE trial
Professional
Most Popular
$49/mo
14-day FREE trial
Business
$199/mo
14-day FREE trial

Basic

The Basic plan is $24/user/mo (or $19 per user/annually) and is designed for 1-3 team members. The plan includes full G-suite integration, mobile app support, meeting scheduler, sales forecasting, basic reporting, 2G storage, Zapier, and Slack integrations.

Professional

The Professional plan is $49/user/mo and is designed for up to 10 team members. The plan includes all the Basic features plus email open tracking, task and workflow automation, activity reporting, Google Cloud’s data studio, permissions, API access, QuickBooks, MailChimp, HubSpot, Zendesk, DocuSign, and Xero integrations.

Business

The Business plan is $119/user/mo and can include unlimited users. The plan includes all the Professional features plus lead and sales insights, leaderboards, goal tracking, RingCentral integration, embedded integrations, single sign-on, and multicurrency support.

Features & Functionality
General Features

Copper is compatible with all browsers and common operating systems. The tool also has a mobile app that is available even with the Basic plan. Since the software is cloud-based, it can be accessed anytime, anywhere, from any device as long as there is an internet connection. It’s worth stressing the native G-suite integration, which allows teams to manage their prospects right through Gmail.
In terms of basic functionality, copper offers everything you’d expect from a modern CRM system including contacts management, meetings, notes, emails, reporting, etc. Let’s take a look at some of the most notable features:

Email Open Tracking

Thanks to native G-suite integration, email open tracking is available right in Gmail. With this feature, you can easily see when the leads open and click the CTAs in your emails. This allows you to build corresponding follow-up and engagement strategies.

Lead Tracking

Lead tracking allows you to automate routine tasks, identify the most important channels with the highest conversion rates, and improve rep efficiency throughout your sales funnel. All lead information is captured directly from Gmail, allowing for faster follow-ups and more conversions.

Task Management

Task management is enriched with automation elements that notify users about deadlines, overdue tasks, phone calls, meetings, opportunities, and other events according to your company’s workflow. The functionality is customizable, allowing teams to seamlessly match the tool to their processes.

Project Management

Project management functionality features customizable Kanban boards which are integrated with G-suite. This allows you to attach files and look through the tasks right in Gmail and use “@” mentions to notify team members of any important events.

Workflow Automation

Copper allows you to automate a number of routine activities including manual data entry (lead profiles are automatically enriched with both personal and public information), shifting leads between sales pipeline stages, and email follow-ups. All sales activities are automatically logged in, giving team members a complete overview of calls, emails, contacts, deals, and files.

Features
  • Workflow Capability
  • Document Management
  • Social Network Integration
  • Integration API's
  • Customization
  • Data Import & Export
  • Test Environments
  • Project Management
Marketing Automation
Features
  • Lead Management
  • Email Marketing
  • Campaign Management
Sales Automation
Features
  • Opportunity & Pipeline Management
  • Desktop Integration
  • Contact Management
  • Product & Price Management
  • Customer Contract Management
  • Call Management
  • Channel Management
Analytics & Reports

Copper’s reporting and analytics features are highly focused on the sales pipeline and the overall sales process. Multiple report types allow you to view and drill down into the details of the pipeline stages, identify blocks and weak links, and capitalize on your strengths. The sales forecast reports show potential revenue based on the expected deal close dates.

The sales rep reports analyze the performance of your team members showing who’s in line to hit the quota and who needs assistance. This report can be sorted by region, team, or individual sales rep. Finally, the Google Data Studio integration allows you to connect multiple data sources to your CRM and custom-build the reports you need via drag-and-drop functionality.

As we’ve already mentioned, Copper is natively integrated with G-suite, which allows you to perform close to 90% of your tasks and operations directly through Gmail. Other notable integrations include Slack, Zendesk, HubSpot, QuickBooks, Xero, RingCentral, MailChimp, Aircall, and DocuSign.

Features
  • Reporting
  • Forecasting
  • Marketing Analytics
Ease of Use

Copper is extremely easy to use. The drag and drop functionality makes managing the sales pipeline a breeze. Automation is present everywhere, which basically means that the tool does most of the job for you. Again, let’s stress the fact that thanks to native G-suite integration, over 90% of your work can be done directly through Gmail, without even having to switch to the Copper UI. Furthermore, the brand hosts daily live training webinars, where you can ask the team to answer any queries you have.

Customer Support

Copper’s customer support is above average. The team is available seven days a week, 24-hours during weekdays, and 8 hours during weekends. The brand also offers daily live training sessions, webinars, and a comprehensive knowledge portal.

Additional customer support:
Community
The community forum can be accessed through the brand’s support portal. However, it’s very small and has little activity

24/7 Help & Support
24/7 Help & Support
Available 24/5, and 8 hours during weekends (9:00AM – 5:00PM ET)
Phone Support
Phone Support
The brand can be reached via the dedicated hotline (415) 231-6360
Live Online Chat
Live Online Chat
Live chat is available through the Copper mobile app
Email
Email
Available through the dedicated address: info@copper.com
Video Tutorials
Video Tutorials
Handful of videos on the brand’s official YouTube channel
FAQ
FAQ
Comprehensive FAQ section available
Final Word

Overall, Copper is an excellent CRM system for small businesses, particularly if you rely on Gmail for customer communications. The native G-suite integration allows you to perform close to 90% of all operations without leaving your inbox, which is an immense time-saver in every aspect. The CRM features major customizability when it comes to the sales process, allowing you to align everything with your processes. Furthermore, contact management features make it easy to auto-fill contact information without even leaving Gmail. The analytics features are focused on the sales processes and allow you to drill down into details to eliminate weak links and capitalize on your strengths. Finally, the 14-day Business plan free trial allows you to test all the features and make sure that the tool is right for you, before committing to the purchase.

Pavel Aramyan
Author: Pavel Aramyan
Pavel is a writer with over 5 years of experience in researching and comparing consumer products from a variety of industries.