Copper Reviews & Product Details

The app itself has a nice set of features that is comparable to Hubspot. The HUGE jump in price from free tier to paid tier with Hubspot is what made me switch to Copper. I was happy with the features and when I was using it for my prior business I used it without issue.

When I left my prior company and attempted to cancel is when everything went haywire. Review collected by and hosted on G2.com.

The customer service is slow to respond and antagonistic. They do everything they can to make issues YOUR FAULT and little to resolve the issues.

The cancelation policy requires 30 days notice. If you cancel less than 30 days from your next invoice, according to their policy that means that not only do you owe them your next invoice, you owe them the invoice after that.

When you cancel, the UI is intentionally confusing and designed to prevent you from cancelling. When you complete a cancellation request, no email confirming the cancellation is generated and there is no user viewable way to confirm cancellation.

I thought I had processed a cancellation back in March 2020 and noticed in Jan 2021 that I was still being billed. I assume there was some kind of hiccup in the cancellation because I was not able to login or reset my password (No account exists) but I was still showing as active in their system.

I contacted customer service, they restored my account and told me I had to process a cancellation through their interface, and that then, everything would be taken care of, which I did. I mentioned that I had been erroneously charged for the past 10 months and the rep said that they would take a look at that once the cancellation was processed.

Then, two days later I was charged AGAIN.

When I reached out to customer service, I was forwarded to billing who was even less helpful. They cited their policy and made no apologies for the cancellation friction or the past months where there was no recorded activity and I was still being charged.

Not wanting to get into a lengthy back and forth, I offered an olive branch. Just refund me the charge you just issued after I had cancelled and I'll consider the other TEN MONTHS OF ERRONEOUS BILLING AFTER CANCELLATION water under the bridge.

They wrote back and said the best they could do was NOT CHARGE ME AGAIN WHICH ACCORDING TO THEIR POLICY THEY WOULD NORMALLY DO.

I don't write reviews like this ever. I write only positive reviews for software I enjoy. But this experience was so ABYSMAL, ILLOGICAL, and DOWN RIGHT RUDE that I had to put it on the public record.

SHAME. Review collected by and hosted on G2.com.

Copper was able to help us really streamline the sales process by giving different visuals of our leads and opportunities. How it also integrates well with G Suite/ Google Workspace is superb as it makes it easier for us, a company that wants everything in our Chrome browser. Just being in our inbox already shows us a great deal of what we need without even having to open Copper unless we want the overall view of the important things. The integration works seamlessly and it will definitely be a plus for businesses already using G Suite for their company. Our team was able to adapt to using it in just a matter of weeks if not days as it's very user-friendly. The reports also give us great insights and clearly indicate the pain points and where balls got dropped. It definitely helped how we scaled our business over time. Review collected by and hosted on G2.com.

For us, it's more about being able to integrate our marketing outreach as well in a more cohesive manner. Adding more features that will help us have a holistic approach in reaching our customers and not relying on others (ie Infusionsoft, ActiveCampaign) then that addition will definitely help a ton. Because currently our sales team and accounts team definitely find it valuable but I would also love to live in a day where the marketing team also heavily relies on it for our email outreach to potential customers/clients. Currently, it does suit a lot of small to medium businesses however if we're to recommend it to a growing company like ours, then additional features are definitely needed so Copper can cater to the needs of bigger businesses. Review collected by and hosted on G2.com.

The reporting, filters and automations features are the best. Review collected by and hosted on G2.com.

I can't use shared mailbox as the sender. Review collected by and hosted on G2.com.

Copper is a simple way to maintain my contacts. The leads pipeline and dashboard was useful as well. Review collected by and hosted on G2.com.

The UI is a bit lackluster, I found most of my time was spent in sidebars rather than utilizing the full screen.

The new projects feature is very basic, but it's there if you need it.

The billing support is also very poor. They are quick to respond to take your money but if you want a refund then they will just stop replying. Also they have a 30 day cancellation policy, meaning if you cancel November 2nd. Not only with they charge you for November but also December! And no way to cancel, they hold your money and I had to open a dispute with my bank.

The lowest tier plan ($24/u/mo) does not offer ANY integration, I found it very frustrating that other free apps I use can hook into Copper but you go to the Copper API settings and it tells you to upgrade. The prices are also raising in January, Copper is a very money hungry business. Review collected by and hosted on G2.com.

The seamless integration with google's gsuite is the most useful feature, hands down. Not having to transcribe data, track communications and otherwise link systems manually is a huge timesaver. The ability to quickly and seamlessly book meetings with customers is also a feature we love. The reporting is great and the ability to export data that can then become part of financial reporting is also hugely important. Review collected by and hosted on G2.com.

One thing I dislike is not being able to share views or reports easily with colleagues who do not have accounts - we have 3 power users but 20 more people who might want to check in occasionally to see how sales are doing - there's no easy to do that without sharing screens. One other thing - when assigning revenue to won projects, it would be nice to be able to assign a revenue recognition period to more closely align with accounting procedures for exported data vs recognizing all revenue on the day of closing a sale. Review collected by and hosted on G2.com.

I like the ability to work through my gmail account. The Copper Ad-Ons are very useful. When inputting a new email address Copper automatically adds in useful contact information for me. Sales pipelines are very straightforward. You can move along your sales pipeline and can make a pass down to the next user with ease.

Being able to filter through our leads by tags, dates, owned by, and other filters has helped to stay organized for where exactly a lead stands in our process. Review collected by and hosted on G2.com.

When highlighting someone's email address in my gmail account it will automatically pull them up in Copper as a "Person" instead of a "Lead" which at times can slow down the workflow. Review collected by and hosted on G2.com.

The engineering team of each company can manage and create opportunities for potential business; the team's communication is dynamic thanks to its direct messages. The to do list shows tools such as customer management option, the search and creation of potential customers and being able to follow up with them. The workflow allows the user to move comfortably in the progress of the tasks. The sales management is intelligently arranged to perform the activity step by step Review collected by and hosted on G2.com.

There have been problems with the word tapping and a couple of occasional errors with the imports. Customer support is not fast enough, sometimes taking days to respond Review collected by and hosted on G2.com.

How easy and intuitive it is.I've used and sold many CRMs and I feel that Copper is the best! Review collected by and hosted on G2.com.

I haven't found anything I don't like yet. The platform is very flexible and allows me to do what I want and customize it for anything I need. Review collected by and hosted on G2.com.

There are a lot of integrations that synchronize correctly with Gmail and this is a plus because there is great facility using the functions in softwares related to Google and Gmail services. The work groups of each company will be able to visualize in a transparent way the activities in the different areas of the realized projects. The program's interface facilitates everything from the search to the generation of clients and the interactions with them are carried out in a high level of professionalism thanks to the diversity of Copper's tools Review collected by and hosted on G2.com.

There will be small companies that cannot afford the service of Copper, the price is a limitation to acquire the software. Aside from this, there is nothing really negative that we have experienced using Copper Review collected by and hosted on G2.com.

I like the fact that it's one place I have Customer info at the ready. The being able to make notes for follow ups and the fact that my team members can see what others are doing and learn from how they manage their customers. It also a great tool for our managers to help over see and ad comments to let's say a customer visit. Review collected by and hosted on G2.com.

What I don't like is that others on your team can go in an remove your notes. Without notification. This should only be an admin function. Review collected by and hosted on G2.com.

i really like the gmail integration and that it automatically tracks my emails to related opportunities, contacts, etc. Review collected by and hosted on G2.com.

when you're logging an email to a contact, company or opportunity, i wish it was easier to see in Gmail what pipeline that was part of. we have multiple pipelines (Sales, Onboarding, etc.) so we'll often have two opportunities with the same name. Sometimes it's hard to know which opportunity from which pipeline you are logging to. Review collected by and hosted on G2.com.

I like how it tracks my phone calls, text messages and emails to my clients and updates their profiles in copper. It is super easy to use and I was able to learn it quickly without too many questions. Review collected by and hosted on G2.com.

Since it already tracks my communication activity with my clients it would be great if it would also update my contacts in Google so that I don't have to manually input that information into my contacts and I would know automatically who was calling me once their information has been assigned to me. Review collected by and hosted on G2.com.

I like that Copper integrates with Google and makes it easy for our team to see any and all history with a client of ours + communication our team has had with them. Seeing the contracts all in one spots as well as dollars spent and having the ability to add custom fields that are relevant for us is SO wonderful. Love being able to set tasks and reminders. Review collected by and hosted on G2.com.

The "search bar" function doesn't work as well as I'd hope when searching for companies or people. I could type in 1-2 whole words connected to a company name and they may not show up. It's caused many duplicated companies to be built by our team members. Review collected by and hosted on G2.com.

I like the opportunities module and the workflow automation. with this as the feature of copper we can make sure that nothing falls into the gaps of our opportunities. Review collected by and hosted on G2.com.

This is something that they can improve on the projects module. It should improve more especially in creating projects. Review collected by and hosted on G2.com.

The pipeline makes it easy to track my workflow and know exactly where each job is at, so nothing falls through the cracks - and no paper job sheets on my desk! Review collected by and hosted on G2.com.

I wish it also integrated with Microsoft Outlook. A more detailed approach to task & project management would enhance the product as well. Review collected by and hosted on G2.com.

Copper has an excellent integration with Google Suite tools that we have and even with social networks that we use, we have been able to take advantage of the features that Copper offers to increase the performance of our project management and optimize our workflow and CRM in the most orderly way. Review collected by and hosted on G2.com.

I can't think of anything I don't like about this tool, it has met our expectations by far. Review collected by and hosted on G2.com.

Copper allows us to easily manage our sales data and the flexibility of accessing the information via the Gmail extension, via a web browser or app makes it extremely versatile. The Gmail extension simplifies the process of data entry, making data management a simple and streamlined process Review collected by and hosted on G2.com.

The only downside to Copper is the Reporting Suite can be a little 'clunky' and it's sometimes difficult to extract the data you may need via filters. The export of data (the collation of selected data exported to a single report) could be improved, eliminating the need to export multiple reports to collate external to the system. Review collected by and hosted on G2.com.

Sales have grown exponentially we are happy because it has provided solutions we have seen and noticed each copper point in which traffic, sales and customers are increasing with incredible support it has worked wonderfully for us it is an exemplary software at the beginning I had my doubts but it works specifically attractive a word to name it spectacular, I like the system the details the features and tools that it offered us. Review collected by and hosted on G2.com.

Definitely for us it has been a viable solution so I do not have a negative point regarding its operation for me it has given exponential solutions however in the future they can enter or add new features or simply constant updates for its interface does not affect for use in the system but they can beautify the service. Review collected by and hosted on G2.com.

Seamless integration with Google G-Suite apps (Gmail, Drive, etc.) and Zapier allows us to create powerful and timesaving business automation. Review collected by and hosted on G2.com.

Would like to see the Social Media web scraping updated to modern social media platform (like Instagram) and the removal of defunct platforms (like Google+, Klout, etc.). Would also like to see some click-saving in various parts of the UI (like adding related files from Google Drive). Review collected by and hosted on G2.com.