TrustRadius Insights for Copper are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.
Pros
Intuitive and User-Friendly UI: Multiple users have praised Copper's UI for being beautiful, easy to navigate, and straightforward. They found it intuitive and didn't require extensive training for their team.
Seamless Integration with Gmail: Many reviewers appreciated Copper's integration with Gmail and Chrome extension. It automatically tracked and updated prospect and lead activity in the CRM, streamlining data entry and keeping them up-to-date on sales activities.
Effective Sales Process Tracking: Several users highlighted Copper's ability to track sales processes, customer interactions, and integrate with other tools. They found this feature beneficial for analyzing won and lost revenue among their sales teams.
Copper is decent great at tracking and easy to use. However to keep up with rivals they need to adopt more AI features and having more flexibility with its features. One example is the filters, sales teams will want to go straight into a CRM and have easy access, the filters Copper has somewhat makes it challenging.
Pros
Sales Pipeline
Insight Report Builder
email tracking
Cons
AI column fillers
Duplicates
Easier data enrichment
Likelihood to Recommend
I think for a sales pipeline it is very easy to use. Again the people/leads/company sections need to be more flexible as it makes things very tricky and time-consuming
VU
Verified User
Analyst in Sales (Media Production company, 51-200 employees)
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.
Pros
Putting in contacts from your signups
Moving them to a deal
Managing of various Pipelines
Cons
Reporting - can be better for complex reports
Integrations - can add more integrations
UI / UX - Make it more intuitive
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.
VU
Verified User
Manager in Sales (Computer Software company, 201-500 employees)
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.
Pros
I think the Opportunities Pipeline is probably the best feature of the CRM. The versatility of it allows for pipelines to be made for not only sales but myriad of other ways.
Copper's commitment to customer satisfaction is pretty spectacular. Many CRMs aren't as dedicated to this and provide their customers with simple how to articles that fall short of being an actual help.
Copper's ability to sync with Google is an undersold perk. If a company relies on the Google workspace, Copper is an amazing tool to work alongside with Google.
Cons
Copper's ability of customization has some drawbacks...While you are able to customize some things, usually those customizations don't play well with some of the other functions (Reports, Automation). In the past it was definitely more restrictive but it seems that these instances are occurring less and less (Copper is improving the platform to accommodate the addition of customizations)
The implementation of the Copper Community is great in concept but in execution it probably isn't the best. Many people are most likely entering the community with a specific issue that they believe to be unique to them and do not bother scouring through posts from other users. This leads to duplicate posts that don't get aggregated together, so if the Copper team is looking to work on posts with the most upvotes, there will be an artificial deflation of posts that should actually be areas of focus.
The Copper gmail add-on and the mass import feature can lead to the entry of mostly blank profiles within Copper. While these features are seen to be time savers on the surface, they wind up resulting in a gigantic problem for keeping a clean and effective database of people/companies.
Due to Copper constantly being improved, this leads to articles and features being outdated/defunct.
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.
Copper [(formerly ProsperWorks)] is being used by the sales team as well as the marketing team primarily to build pipelines, track prospects, and forecast opportunities. Inside sales involves a lot of high-touch transactions over phone and email. Copper not only helps capture and qualify those actions on leads quickly but also automates repetitive tasks and logs activity so that the team can effortlessly manage a high volume of leads. With email-open tracking and deal alerts, we are able to prioritize the hottest leads and generate pipeline faster.
Pros
G Suite Integration
Sales automation
Pipeline management
Mobile CRM
Cons
Lack of Features
Lack of Flexibility Outside G Suite
Customer Support needs to be quicker
Likelihood to Recommend
Positives for [Copper (formerly ProsperWorks)]: -G Suite Compatibility: An industry problem Copper CRM is focused on solving is the lack of integration with current software systems like G Suite. Copper CRM is fully compatible with G Suite, and it is the only sales automation solution endorsed by Google. -Copper CRM is focused on the time-to-value ratio. It aims to provide the maximum value possible while limiting the time it takes for its users to input data manually. Some of its features include workflow and task automation for users who sign up for the two higher tiers. -Simplicity: Copper CRM is designed to be simple. The software has a handy sidebar where users can search for tasks, tracked emails, opportunities, and companies. A link to contact the Support team is also included. If users have issues, they can simply reach out to this team. -Quick Onboarding: Setting up or switching to Copper is a quick and painless experience. Copper focuses on getting new users set up within days, not weeks or months like some of its competitors.
Negatives: -Lack of Features: The biggest drawback of Copper CRM is the lack of features it provides its users. It is designed for simplicity. Therefore, it is missing many of the advanced features offered by its competitors. For example, it doesn’t offer users a dedicated account manager, and click-to-call requires third-party software. -Lack of Flexibility Outside G Suite
Copper, formerly ProsperWorks, is used by the Business Development and Sales team at the agency I represent. We are a team of 7 and were looking for a new CRM solution after moving away from Saleforce. We had done extensive research and found that Copper was the best fit for what we are trying accomplish with our CRM. Copper is a simple to use, user-friendly CRM that integrates perfectly with G-Suite. The integration with G-Suite products is what really caught our eye. Copper is the #1 CRM for organizations who use G-Suite products (Gmail, Google Calendar, etc.). We use Copper for day-to-day lead generation and management, activity and opportunity tracking, and pipeline reporting.
Pros
The Google integration and Chrome extension automatically tracks and updates prospect and lead activity in the CRM. Data entry is simplified.
Copper is a very user-friendly CRM with the ability to create custom fields, multiple pipelines, sales stages, etc. It is truly customizable and far less complex than other CRMs I have used in the past.
Copper makes it simple to add leads manually, through Gmail or using a template and uploading a large list.
Great support. We are very happy with our account management team and they strive to make sure we are getting the most out of the platform.
Pricing is very competitive.
Cons
Copper automatically pulls leads' social information and picture. Sometimes this information is not accurate.
We did not have a successful integration with RingCentral (web phone and meeting app) but this isn't a huge drawback.
I am pleased using Copper and can't think of any other cons since implementation.
Likelihood to Recommend
Copper is the perfect CRM for businesses and organizations that use G-Suite. It integrates seamlessly with Google products and makes data entry a thing of the past. With a simple click, you can import leads from your Gmail conversations or import a prebuilt list in a matter of minutes. Copper is truly customizable and is very easy to make the CRM work for you. It is very easy to create custom fields, manage leads, people and opportunities, and run reports on user activity, pipelines, and more. I think Copper is less appropriate for organizations that may need very complex CRM environments and do not leverage Gmail or G-suite products. Copper is the CRM for Google users.
