Copper

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.

• I’ve used several CRM’s and Copper allowed me to come, manage clients and quickly scale our business.

Surfe, Canva, Adobe Acrobat

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.

• It pays for itself
• Keeps me and my team organized
• Team can work from one place for their CRM related tasks

Streak

Microsoft 365, Vityl IT & Business Monitoring, Gigwell

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.

• When I needed to launch my new freebie and email marketing, Copper was where I organized all my outreach to warm contacts, resulting in a mailing list of 50 people within a couple of weeks.
• None of my opportunities are slipping through the cracks, those that are on hold are still on my radar so I can pitch my new service.

HubSpot CRM

Asana, ConvertKit, Slack

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%.

• Cooper enables me to work more efficiently, thus make more sales.

Sales Force Assistant

Sales Force Assistant, NanoCAD, Corel PaintShop Pro

When your team is more focused on getting work done than obsessing over “the funnel,” this is a solid CRM. Copper is especially strong if your team lives in Google Workspace and your business development process doesn’t hinge on long, complex customer journeys. It’s lean and practical, but you won’t find all the bells and whistles that come with HubSpot—or the deep support and enterprise-grade experience you’d get with Salesforce. We’ve been on Copper for three years and have renewed, which says a lot. That said, the ugly user interface and terrible Mailchimp integration are still major drawbacks.

• Our organization has built a much larger database
• We are able to communicate more frequently with prospects
• We can track previous prospects, search and sort