Copper CRM Review: Pros, Cons, Features and Pricing
Copper CRM is an all in one CRM software that integrates with Google Workspace to manage customer relationships. It best serves teams in tech startups and small businesses, especially those heavily using Google tools like Gmail and Google Drive. Copper CRM simplifies your workflow with its intuitive design and seamless integration.
Copper CRM addresses issues like manual data entry and poor communication for sales and marketing teams. In this article, I'll cover Copper CRM's features, pros and cons, use cases, pricing, etc., so you can decide if this software aligns with your sales and marketing needs and goals.
Copper CRM Evaluation Summary
- From $9/user/month (billed annually)
- 14-day free trial
Why Trust Our Software Reviews
Copper CRM Overview
In my opinion, Copper CRM is a solid choice if your team is deeply integrated with Google Workspace. The standout feature is its seamless integration with Google tools, which can save time and reduce friction for teams already using Gmail and Google Drive. While the platform's ease of use is commendable, its value for money might not be the best compared to other CRMs with more extensive features at similar price points. Copper CRM is best suited for small to medium-sized businesses or startups that prioritize Google integration and need a straightforward CRM solution. If you're in a larger organization or need advanced customization, you might find Copper's offerings somewhat limited.
pros
-
It offers strong automation features that can simplify your workflow.
-
The user interface is intuitive, reducing the learning curve for your team.
-
It integrates seamlessly with Google Workspace, making it easy for your team to manage communication.
cons
-
It lacks some advanced features that larger organizations might require.
-
Reporting capabilities might not meet the needs of data-driven teams.
-
Customization options are limited compared to other CRMs.
-
Prisync
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.7 -
Expedite Commerce
Visit Website -
QuickBooks Online
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4
How We Test & Score Tools
We’ve spent years building, refining, and improving our software testing and scoring system. The rubric is designed to capture the nuances of software selection and what makes a tool effective, focusing on critical aspects of the decision-making process.
Below, you can see exactly how our testing and scoring works across seven criteria. It allows us to provide an unbiased evaluation of the software based on core functionality, standout features, ease of use, onboarding, customer support, integrations, customer reviews, and value for money.
Core Functionality (25% of final scoring)
The starting point of our evaluation is always the core functionality of the tool. Does it have the basic features and functions that a user would expect to see? Are any of those core features locked to higher-tiered pricing plans? At its core, we expect a tool to stand up against the baseline capabilities of its competitors.
Standout Features (25% of final scoring)
Next, we evaluate uncommon standout features that go above and beyond the core functionality typically found in tools of its kind. A high score reflects specialized or unique features that make the product faster, more efficient, or offer additional value to the user.
We also evaluate how easy it is to integrate with other tools typically found in the tech stack to expand the functionality and utility of the software. Tools offering plentiful native integrations, 3rd party connections, and API access to build custom integrations score best.
Ease of Use (10% of final scoring)
We consider how quick and easy it is to execute the tasks defined in the core functionality using the tool. High scoring software is well designed, intuitive to use, offers mobile apps, provides templates, and makes relatively complex tasks seem simple.
Onboarding (10% of final scoring)
We know how important rapid team adoption is for a new platform, so we evaluate how easy it is to learn and use a tool with minimal training. We evaluate how quickly a team member can get set up and start using the tool with no experience. High scoring solutions indicate little or no support is required.
Customer Support (10% of final scoring)
We review how quick and easy it is to get unstuck and find help by phone, live chat, or knowledge base. Tools and companies that provide real-time support score best, while chatbots score worst.
Customer Reviews (10% of final scoring)
Beyond our own testing and evaluation, we consider the net promoter score from current and past customers. We review their likelihood, given the option, to choose the tool again for the core functionality. A high scoring software reflects a high net promoter score from current or past customers.
Value for Money (10% of final scoring)
Lastly, in consideration of all the other criteria, we review the average price of entry level plans against the core features and consider the value of the other evaluation criteria. Software that delivers more, for less, will score higher.
Core Features
Contact Management: Copper CRM lets you manage your contacts easily, storing all your customer information in one place. This helps your team stay organized and ensures quick access to important details.
Task Automation: Automate repetitive tasks like follow-ups, email sequences, and reminders, freeing up your team's time for more important work.
Sales Pipeline: Visualize your sales process with Copper CRM's pipeline feature, allowing your team to track deals and progress in real-time. It helps you prioritize tasks and close deals faster.
Email Tracking: Keep track of all your email interactions directly within Copper CRM. This feature ensures you don't miss any important communication with your clients.
Lead Management: Capture and manage new leads efficiently, helping your team focus on converting them into customers. It provides a clear path from prospect to customer.
Reporting: Generate reports and view interactive dashboards to gain insights into your sales performance and productivity. This feature helps you make informed decisions.
Ease of Use
Copper CRM is user-friendly, making it easy for your team to get started quickly. The intuitive interface and seamless integration with Google Workspace mean you won't waste time learning complicated systems. You can also manage contacts, tasks, and deals through Copper CRM’s mobile app, making it easy for your team to stay productive while working remotely or on the go. Users appreciate how Copper CRM simplifies workflow without overwhelming them with unnecessary features. If your work relies on Google tools, you'll find Copper CRM's ease of use particularly beneficial.
Integrations
Copper CRM integrates with Gmail, Google Calendar, Google Drive, Mailchimp, Google Sheets, LinkedIn, Zapier, RingCentral, Slack, and QuickBooks.
Copper CRM also has an API and connects with third-party integration tools that sync with other CRM systems like Hubspot and Salesforce.
Copper CRM Specs
- API
- Data Export
- Data Import
- External Integrations
- Multi-User
- Notifications
- Project Management
- SAP Integration
- Third-Party Plugins/Add-Ons