Copper Reviews and Ratings

Use Cases and Deployment Scope

We use it as our digital client log. It addresses help keep all client communication over the years, throughout different sales reps and accounts in one place, and makes the ease of connecting all the details for us in one place. we love that all the emails automatically pull in from gmail. We don't use too much of the reporting for our business, but definitely aim to make better use of this in the future.

Likelihood to Recommend

It absolutely perfectly meets our needs. Our team was using an excel document previously, and this is an incredible step up!

Use Cases and Deployment Scope

I use Copper to organize all of my past clients, current clients, leads, networking and referral partners. I use it to track all opportunities - that's one of primary reasons I signed up. I felt that putting a laser focus on my pipeline would help me keep my eye on the prize, and it's worked. I've set up some automations to help me save time - such as an integration with Calendly where a new contact record is created each time someone books a networking or discovery call with me.

Likelihood to Recommend

I am such a big advocate for Copper that I became an affiliate partner. I recommend it to all my clients who are primarily coaches and consultants. Being able to have their VA work in the account is a big help. I think it's a good option for someone who's outgrown their spreadsheets and is looking to keep more detailed records on prospects. Unsure who it would be less appropriate for based on the extent of my experience with it.

Use Cases and Deployment Scope

Copper used to be my previous CRM which we used in our organisation for about 4 years.

We had a pretty basic needs for a sales team of about 30-40 reps. No major automations or integrations were used.

Our Major focus was, Managing leads / signups, Working on those contacts / leads. Then moving them into a deal stage and having various pipelines for relevant teams.

Likelihood to Recommend

I would recommend Copper to anyone who is starting out with wanting a CRM for their Org. This would possibly be an Org who never has used a CRM - having Copper will help them dip their toes into the CRM tool and get acquainted in using it.

Use Cases and Deployment Scope

We use Copper to do several things. For one, organizing our thousands of contacts at hundreds of schools throughout our territory, with them being able to be linked to each other (and to the salesperson) through organizations is extremely helpful. Secondly, we can manage our entire workflow from the opportunity to project, easily link our files related to the project through Google drive, and everyone stays up to date with any changes or updates at all times. Thirdly, it provides an easy way to export business data, opportunities won/lost, and good metrics for the sales team.

Likelihood to Recommend

Copper has helped me extensively keep track of not only my own but my company's workflow. With so many projects and quotes to track, it has become essential to keep me on task and not miss any of our goals. It has been a perfect fit with our specific workflow, but I don't think it has the customizability just yet to be a perfect fit for every company out there.

Use Cases and Deployment Scope

I selected Copper based on its integration with other sales automation tools like Reply.io. Seemed like a great fit based on the native Google integration. A good product, but turned out was not a fit for what we were looking for. I canceled the service back on 11/19/21 - and I was charged again in December. I have emailed customer service 4 times asking why the additional charge and asking for a refund. I did get an email that it would be escalated but nothing after that. There are other reviews with similar experiences. Too bad as it is a nice CRM - but if this is the way they treat customers who try to leave, it's pretty slimy....... Since they won't respond to my 4 emails, I have to do chargeback in order to get my money back

Likelihood to Recommend

Good starter / mid-sized CRM. I moved to this from Zoho. - the Gmail integration is a nice touch, but most CRMs have that today

Use Cases and Deployment Scope

I used Copper mainly to organize my inbound leads (that were generated from my website). More like a sales tool than a marketing tool.

Likelihood to Recommend

Inexisting Support (that answers partially to all our email), extremely poor integrations (budget at least $200 zapier sync every month), limited features (have to buy at least 3 other tools to make it work properly). RUUUN !!!

Use Cases and Deployment Scope

We use Copper to track sales opportunities, as well as our clients' and prospects' information. Then we use that to follow up and drive business. All documentation related to quotes, waste profiles, manifests, and invoices are also saved within each of our clients' accounts. This tool has not only helped keep us organized, but it has also contributed to the efficient growth of our business for the past two years.

Likelihood to Recommend

It is very easy to use to enter client information and opportunities, as well as follow-up tasks. I use the program every day to set myself up with a client follow-up list on a specific day each week when I either call a client, follow up on an opportunity, or simply schedule a service for them.

Use Cases and Deployment Scope

We use Copper across multiple departments within my company. The Business Development team uses it for prospecting, the Sales team uses the Opportunities Pipelines to track our sales process with prospects, The individuals responsible for hiring new employees use the Opportunity Pipeline to track the interview and onboarding process, and the Executive team uses an export of some Copper data to track performance metrics within the company. Copper's integration with the Google G-suite is one of the main reasons we chose this CRM over others and we utilize those integrations daily. Our Marketing team even uses Copper to feed contact information to Mailchimp via Zapier. It's proving to be an extremely versatile tool for all of our business processes.

Likelihood to Recommend

Honestly, I think Copper is a great CRM for any startup. They're small enough to where they are very accommodating to their clients but large enough to have a ton of integrations with other business tools that a company may use. The toughest thing with Copper is when your business model may not revolve around a set Value derived from each customer. If your company doesn't view a sale/client as set dollar amount, a lot of the features, KPIs, etc. become essentially useless.

Use Cases and Deployment Scope

I am a small company and the only person using Copper. I use it to maintain my client's information and to keep my calendar for calls and emails. Copper helps my company with making sure I do not miss any important calls, emails, or meetings. When I increase the size of my company, everyone will use Copper.

Likelihood to Recommend

Copper is well suited for companies that really need to keep an up to date calendar, keep all of their clients and contacts in one space, and to make sure you do not miss any important calls, meetings, or any type of client interaction. So far, I do not have a scenario where Copper hasn't worked for me.

Use Cases and Deployment Scope

We use the CRM tool for all lead management for new customers' sales, investment, and process flow.

Likelihood to Recommend

Sales management

Customer lifecycle management

Contact managment

Integrations with other systems