Copper Reviews & Insights

Score5 out of 10

61 Reviews and Ratings

Community insights

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 Reviews

24 Reviews

Small Businesses (1-50 employees)

Copper - A Powerful Yet Easy to Use CRM

Rating: 10 out of 10

Incentivized

October 13, 2025

Use Cases and Deployment Scope

I use Copper to keep all of my customer interactions visible and in one place. This product integrates directly with Gmail eliminating me from manually associating any email interactions with a customer. Before I used Copper I tracked my sales activity in spreadsheets and calendars. Using Copper has reduced the time I previously spent manually managing these interactions by 95%.

Pros

Integrates with Gmail
Integrates with Linkedin
Provides an easy configurable Interface for contact categories.
Provides many of the same functions as very expensive CRM's but easy to use and set up.

Cons

Better tracking of opened emails. If I send an email to multiple contacts, Copper reports the email was opened by a user but not who opened it.
Integrate contact syncing across platforms. I use a 3rd party app to sync all of contacts across multiple Gmail accounts, outlook, and Copper. (Sync Penguin)

Likelihood to Recommend

I choose Copper because:
1. It syncs with Gmail and now Linkedin.
2. It is affordable.
3. It is not too complicated. (Easy to use and configure)

For how I use Copper - It is well suited.

Verified User

Account Manager in Marketing (Construction company, 11-50 employees)

Vetted Review

4 years of experience

Copper as a Strategic CRM for Business Growth

Rating: 9 out of 10

Incentivized

August 5, 2025

Use Cases and Deployment Scope

We use Copper as a strategic tool to ensure perfect control and visibility over our relationships with both current and potential clients. The platform plays a key role in supporting our commercial and business development efforts, helping us manage leads, track opportunities, and maintain a high standard of follow-up across the entire sales pipeline.

Pros

Linking with G Suite
Summary of information
Team work management

Cons

Showing the full contacts of a client
Filters
Advising taskworks

Likelihood to Recommend

The connection with G suite is the best.

Verified User

Director in Sales (Education Management company, 11-50 employees)

Vetted Review

4 years of experience

Agency Owner Uses Copper - Pays for Itself

Rating: 8 out of 10

Incentivized

July 29, 2025

Use Cases and Deployment Scope

Our business is within the entertainment industry where we book artists onto shows/gigs. So we do sales with clubs/festivals/venues throughout North America. So we use Copper for our customer database and use their pipeline tools to keep track of projects.

Pros

Keeping customer lists together
Keeping teams on the same page with projects
Setting up of automation of tasks

Cons

Filtering of customer lists of larger groups
Ability to move customers back to leads in contact lists

Likelihood to Recommend

Copper is well suited for my business and workflows as we aim to have a specific workflow in all of our sales processes. Copper allows us to program this and lead our employees through it which allows us to spend less time on training.

Scott McCusker, MBA

Owner in Sales at CGAgency LLC (Entertainment, 1-10 employees)

Vetted Review

7 years of experience

Verified on LinkedIn

GREAT for a small business sales org

Rating: 9 out of 10

Incentivized

July 11, 2025

Use Cases and Deployment Scope

Copper has been so incredibly convenient and made my work flow so efficient. The direct integration and seamless capabilities are flawless. It’s not confusing to use and the user interface is pleasing. The only thing I may recommend is being able to reply to emails that I wasn’t tagged or included on within the app or extension. The other thing that would also be helpful is an iPad integration but I know that’s more of an apple hardware issue. It’s been so great!

Pros

The integration with gmail
The bulk email functionality
Task reminders
Auto populating info for companies and people

Cons

Not being able to reply on emails i wasn’t included on
Completed tasks not being erased
Having a copper home page

Likelihood to Recommend

It’s so good for basic sales tasks I’ve recommended it to some of my colleagues who are running their own small businesses or small sales orgs. Its simple enough and allows you to add more complicated functionality as needed. The task reminders are great for busy people or people who need to keep an eye on lots of moving parts

Verified User

Representative in Sales (Consumer Goods company, 1-10 employees)

Vetted Review

MWG COPPER

Rating: 9 out of 10

Incentivized

July 5, 2025

Use Cases and Deployment Scope

We use Copper as our central CRM to streamline our entire sales process and client management. It helps our team stay focused and aligned by organizing multiple pipelines, managing client relationships, and tracking project progress — all in one platform. Even as a hyper-local company with a small team (6–8 members), Copper plays a critical role in keeping departments connected and workflows efficient. It solves the challenge of disjointed communication and scattered data, enabling us to deliver a consistent and organized experience for our clients and internal team.

Pros

Helps sales visually see all moving leads/prospects
Allows for easy access on both desktop/mobile
User interface is fairly straightforward

Cons

Window change: for mobile - when you tap on a card from a pipeline it takes you to the lead’s basic info. I wish it would immediately just open all activities so I can quick see notes
I usually use Copper on the go. When you open the Copper app, it immediately opens a collab window. I wish it had some sort of easy dashboard….plus a notes area. I open Copper on mobile to quickly search for someone’s name or to take quick notes from a sales meeting

Likelihood to Recommend

I think for a CRM the system is really good. I do wish there was capabilities to only live within Copper for all things: email/asset uploads/graphics etc Imagine current Copper + google drive + stripe payments + canva

michael garcia

Sales Executive in Sales at W42ST (Broadcast Media, 1-10 employees)

Vetted Review

1 year of experience

Its incredible. Dont wait

Rating: 10 out of 10

Incentivized

June 18, 2025

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.

Pros

Keep track of client communication
Help us find clients in the system rapidly
Help us follow up with the automatic task triggers
Super easy to use and really intuitive and quick to pick up

Cons

Ability to simplify the features further, and remove fields that don't apply to our organization
Ability to customize fields even further with different names based on how we use it
Adaptability for different industries - we are in hospitality, so if it would connect to CaterEase - our contract writing software that would be incredible!

Likelihood to Recommend

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

Verified User

Professional in Sales (Hospitality company, 1-10 employees)

Vetted Review

5 years of experience

Coppers 1 Fan

Rating: 10 out of 10

Incentivized

June 10, 2025

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.

Pros

Easily recording and tracking opportunities
Little to no learning curve with an intuitive interface
Easy to customize

Cons

My number one request is making the task scheduling increments in the desktop version in 15 minute increments instead of 30.

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.

Moriah Bacus, CAPM

Accountability Coach + Project Manager at Vibe High (Professional Training & Coaching, 1-10 employees)

Vetted Review

1 year of experience

View profile

Copper could be the CRM solution your company needs to excel!

Rating: 9 out of 10

Incentivized

June 22, 2022

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.

Pros

Allows for contacts to be synced and organized directly from Gmail.
Gives a flexible style and customizable settings to match our company's specific needs.
Does a great job of helping us keep track of projects. We easily created a customized "Status" field with several status options that help us update the many phases of our project.

Cons

I would always love to see added customizability to the different features of the site.
The ability to rearrange the main components of a feature.
The ability to combine duplicate contacts.

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.

Verified User

Technician in Customer Service (Higher Education company, 1-10 employees)

Vetted Review

3 years of experience

Started out strong, but dropped off a cliff when asked to cancel

Rating: 1 out of 10

Incentivized

January 4, 2022

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

Pros

Google Integration
Clean interface - easy to use
Native Marketing Tools - very helpful

Cons

Horrible Customer Service
Cancelation is deceptive -cant just cancel -they dont let you go

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

Verified User

C-Level Executive in Corporate (Computer Hardware company, 1-10 employees)

Vetted Review

1 year of experience

Bad copper experience - RUN and don't make a big mistake

Rating: 1 out of 10

Incentivized

November 29, 2021

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.

Pros

Sync with Gmail.

Cons

Integrations.
Automations.
Email Marketing.
Reading Confirmation.
Support.

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 !!!

Emile Sautet

CEO (Chief Executive Officer) in Sales at Brumaire (Automotive, 1-10 employees)

Vetted Review

1 year of experience

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