---
title: Copper Reviews
meta_title: 'Copper Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 1158 reviews by the users' company size, role or industry
  to find out how Copper works for a business like yours.
aggregate_rating:
  rating_value: 4.5
  review_count: 1158
  scale: '5'
date_modified: '2026-08-07'
parent_category:
  name: Sales Tools
  url: https://www.g2.com/categories/sales-tools
---


# Copper Reviews
**Vendor:** Copper  
**Category:** [CRM Software](https://www.g2.com/categories/crm)  
**Average Rating:** 4.5/5.0  
**Total Reviews:** 1,158
## About Copper
Copper is the only client and project management tool that&#39;s a Recommended for Google Workspace app. Built for agencies, consultants and professional services, Copper helps you connect with leads, win deals, deliver projects and create repeat clients. All in one easy-to-use tool. Join 30,000+ professional services businesses in building more valuable, longer-lasting relationships. Collect leads with website contact forms or scan business cards from our mobile app. Leads flow effortlessly into your sales pipeline. Pipeline flags and reports help you keep things moving. Transition new clients over to your onboarding or project delivery pipelines with one click. Manage next steps and tasks directly on your pipeline without needing to click into projects. Copper’s integration with Google works seamlessly with your Gmail, Calendar and Drive, you never have to switch tabs to add leads, track email conversations, find files and manage tasks in your marketing and sales process. Talking to a new person? Add new contacts directly from Gmail through our Chrome Extension. Hover over any Copper contact for rich, contextualized communication and activity details. Surface your CRM reminders and tasks alongside your Gmail inbox. Speed up your email responses with email templates, automations and merge fields. Add new leads and update old ones based on your email interactions, Google Contacts and Copper suggestions. Manual data entry is a thing of the past. Your Google Calendar gets a makeover too. You can look up event details, customer interactions, and materials directly from Google Calendar without breaking your workflow. Stop hunting for files, they&#39;re right where you need them. Files and Google docs sync to your Copper contact records automatically. Quickly surface customer files across company and deal records, and easily attach suggested files in Gmail based on your email activity. Export any data from Copper directly to Google Sheets via the custom report builder, or connect to Looker Studio to visualize Copper data longside other data sources.



## Copper Pros & Cons
**What users like:**

- Users appreciate the **ease of use** of Copper, benefiting from its seamless integration with Google Workspace. (25 reviews)
- Users value the **seamless Gmail integration** of Copper, enhancing efficiency in contact management and engagement. (16 reviews)
- Users value Copper&#39;s **seamless integration** with Google Workspace, enhancing efficiency in contact and pipeline management. (16 reviews)
- Users value the **seamless integration** with Google Workspace, streamlining contact management and enhancing email engagement efficiently. (14 reviews)
- Users value the **seamless integration** of Copper with Google Workspace, enhancing workflow and reducing manual efforts. (13 reviews)
- Users appreciate the **organization and ease of use** in Copper, enhancing management of customer relationships and sales opportunities. (10 reviews)
- Pipeline Management (9 reviews)
- User Interface (9 reviews)
- Contact Management (8 reviews)
- Easy Integrations (8 reviews)

**What users dislike:**

- Users note the **limited features** of Copper, restricting customization and advanced reporting compared to larger enterprise CRMs. (10 reviews)
- Users find the **pricing for features and currency changes** to be prohibitively high, impacting overall value. (9 reviews)
- Users find Copper lacking in **advanced features** like automation and robust customer support, making tasks cumbersome. (9 reviews)
- Users find **integration issues** with Google Voice and document management complicate their workflow and increase workload significantly. (8 reviews)
- Users find **limited customization** options in Copper, making it less adaptable for complex organizational needs. (7 reviews)
- Email Management (5 reviews)
- Email Issues (4 reviews)
- Lack of Features (4 reviews)
- Limited Access (4 reviews)
- Users express frustration over Copper&#39;s **poor customer support** , highlighting long-standing issues and a lack of improvement. (4 reviews)

## Copper Reviews
  ### 1. Ease of use, keeping it simple for small biz

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Education Management | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 04, 2022

**What do you like best about Copper?**

Ease of use, integration w/ gmail, does the essentials w/o a bunch of extra functionality that I don't need as a small biz

**What do you dislike about Copper?**

Would like the projects dashboard to visually resemble Asana.

**What problems is Copper solving and how is that benefiting you?**

The capability of attaching all related files to the client/company eliminates the extra step of organizing them elsewhere.  
Delegation of tasks to team members simplifies workflow.
Management of opportunities in the newly named "pipeline" provides helpful data.

  ### 2. Very user-friendly and efficient

**Rating:** 5.0/5.0 stars

**Reviewed by:** Nazmul N. | Account Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 21, 2022

**What do you like best about Copper?**

The CRM's User Interface and drag and drop features to easily manage and track opportunities under given pipelines

**What do you dislike about Copper?**

So far, all good. I haven't found any drawbacks yet.

**Recommendations to others considering Copper:**

Highly Recommended

**What problems is Copper solving and how is that benefiting you?**

We are managing our Agency clients, publishers, and advertisers. It allows tracking everything easily and resulting our team members being more productive.

  ### 3. Copper CAPTURE

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Oil & Energy | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 25, 2022

**What do you like best about Copper?**

Keeping phone records in copper and pinning comments on different opportunities.

**What do you dislike about Copper?**

The ease of connecting copper to my own sheets to update my own sheet which would then allow me to update copper automatically.

**What problems is Copper solving and how is that benefiting you?**

Keeping telephonic records of calls made.

  ### 4. Strong integration with Google Workspace

**Rating:** 4.0/5.0 stars

**Reviewed by:** Andrea C. | CEO, Small-Business (50 or fewer emp.)

**Reviewed Date:** March 28, 2022

**What do you like best about Copper?**

The integration with Google Workspace enable the users to accelerate their productivity and close more deals

**What do you dislike about Copper?**

The reports are perfectable. More functionality in base license are appreciated

**What problems is Copper solving and how is that benefiting you?**

Copper help us to manage business opportunities

  ### 5. Copper is great!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Rosa R. | Senior Sales Representative, Mid-Market (51-1000 emp.)

**Reviewed Date:** January 10, 2022

**What do you like best about Copper?**

Not having to retype your emails in copper because they automatically transfer over.

**What do you dislike about Copper?**

I have not found anything that I dislike so far!

**Recommendations to others considering Copper:**

It is a great tool to keep all of your pertinent information in one place.  It's integration with Google is great and very beneficial

**What problems is Copper solving and how is that benefiting you?**

I am able to make sure that I keep contract dates on top of my list and that is a great benefit in itself.

  ### 6. I have discovered Copper 3 months ago after having used SalesForce a lot: globally OK.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Arnaud M. | CEO, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 27, 2022

**What do you like best about Copper?**

Simple, straight to the point.
Some improvements :
. french version
. management of duplicates
. confusion Prospects vs Entreprise + People

**What do you dislike about Copper?**

No management of duplicates. Confusion Prospects vs Entreprise + People
Some google occurence (e-mails) do not get into copper

**What problems is Copper solving and how is that benefiting you?**

Management of our clients' base and all history of contact + sharing within the team

  ### 7. Copper with my GSuite email has worked great for my insurance office day to day activities,,

**Rating:** 5.0/5.0 stars

**Reviewed by:** Tim G. | Insurance Agency Owner, Small-Business (50 or fewer emp.)

**Reviewed Date:** March 03, 2022

**What do you like best about Copper?**

Moving an email into Copper contact and being able to use Copper to set up tasks related to clients

**What do you dislike about Copper?**

When using  Add Calender Event , does not  show up in the Related after setting up a Calendar Event

**What problems is Copper solving and how is that benefiting you?**

Tracking day to day tasks and emails

  ### 8. Good way to store opportunity details. Not sure about the correct use for following up

**Rating:** 3.5/5.0 stars

**Reviewed by:** Camilo C. | Account manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 24, 2022

**What do you like best about Copper?**

Easy way to add opptys. Connection with email to store interactions with customers.

**What do you dislike about Copper?**

Reminders to follow up with opportunities.

**Recommendations to others considering Copper:**

Make sure the connections are added to your other tools (like BI tools, email)

**What problems is Copper solving and how is that benefiting you?**

Reporting and general overview of an account health (pipeline)

  ### 9. Amazing place to have all the information you need

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Events Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 27, 2022

**What do you like best about Copper?**

Having all my data organized in one place.

**What do you dislike about Copper?**

Sometimes I wish the emails were more detailed, it would be good to have EA's emails shown up as well.

**What problems is Copper solving and how is that benefiting you?**

It makes sending emails so much easier with the bulk email option.

  ### 10. Copper CRM

**Rating:** 4.0/5.0 stars

**Reviewed by:** Carrie D. | Owner/Independent Insurance Agent, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 25, 2022

**What do you like best about Copper?**

Mobile App and Tasks that flow to Google Calendar

**What do you dislike about Copper?**

No ability to export activities in batches (i.e. meeting notes, call notes, and attachments)

**What problems is Copper solving and how is that benefiting you?**

Task tracking and client follow up.  Mobile app helps me track clients and document from the road.

  ### 11. Copper CRM

**Rating:** 4.5/5.0 stars

**Reviewed by:** Andrew N. | Director, Small-Business (50 or fewer emp.)

**Reviewed Date:** January 10, 2022

**What do you like best about Copper?**

Integration with Gmail is seemless - and the Android app works really well.

**What do you dislike about Copper?**

Some basic integrations are only available on higher paid tier levels e.g. Mailchimp integration.

**Recommendations to others considering Copper:**

Copper CRM works well and as expected. It is very easy to use and super easy to add new people to Copper CRM from Gmail.

**What problems is Copper solving and how is that benefiting you?**

Copper CRM makes sales pipelines very easy and helps keep me on track with prospective customers.

  ### 12. The CRM we needed

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Defense & Space | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 26, 2022

**What do you like best about Copper?**

Interface is very convenient, flexible. We highly appreciate the training sessions with qualified coaches and always willing to support us. It helped the management a lot in terms of change management.

**What do you dislike about Copper?**

We might need a little bit more flexibility in terms of customization.

**What problems is Copper solving and how is that benefiting you?**

The purpose was to get our database in one place and support our BD teams on a global scale. We have achieved our mission thanks to Copper and we could manage to make the entire members use it daily.

  ### 13. I was looking for a CRM for a long time, trying and giving up to several until I've found COPPER.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Manuel D. | Director, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 09, 2022

**What do you like best about Copper?**

The best part is the full integration with google GPLUS o GMAIL + the easy way to amend and adapt the CRM to our own needs.

**What do you dislike about Copper?**

The APP must be upgraded still a few bugs and unfriendly. Not a big deal.

**Recommendations to others considering Copper:**

Improve the APP.

**What problems is Copper solving and how is that benefiting you?**

working with the team has never been so easy.

  ### 14. JBN Copper Review

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Philanthropy | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 16, 2022

**What do you like best about Copper?**

It' s helpful to be able to pull lists based on a tag.

**What do you dislike about Copper?**

Cooper should have an option to push an email to a list of people

**What problems is Copper solving and how is that benefiting you?**

Being able to organize emails and tags together.

  ### 15. Copper review

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 19, 2021

**What do you like best about Copper?**

Speak text for notes on the mobile platform

**What do you dislike about Copper?**

Not being able to  create a calendar appt within copper(not google calender)

**Recommendations to others considering Copper:**

create profile defaults and calendar embedded

**What problems is Copper solving and how is that benefiting you?**

Creating projects, That there is a lot of potential

  ### 16. Best for opportunity management

**Rating:** 5.0/5.0 stars

**Reviewed by:** Chris D. | Business Development Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** October 25, 2021

**What do you like best about Copper?**

Copper is beneficial in maintaining contact data for companies. Through Copper, our team can easily support all the connections with our clients, and the most important is that I can track all the legacy reports of my team throughout the different time frames, which helps me improve my team performance.

**What do you dislike about Copper?**

It's been more than a year, but I have not seen any trouble in Copper; the only thing I would like to tell is it sometimes shows a single mail twice in copper, but that is rare so no worries.

**What problems is Copper solving and how is that benefiting you?**

Copper has solved opportunity Management, customer relationship, and getting reports data done in seconds.

  ### 17. Easy to navigate and great with integrations!

**Rating:** 4.5/5.0 stars

**Reviewed by:** Gabriela B. | BDR, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 31, 2021

**What do you like best about Copper?**

I love how easy Copper is to use and how well it integrates with Gmail, Outlook, and Aircall. I was able to start using it from day one and it records all my activities!

**What do you dislike about Copper?**

As with every other CRM, Copper might have its limitations but so far I have not encountered any

**What problems is Copper solving and how is that benefiting you?**

We are currently using Copper to track activities with different employees, and it's effortless for all of us to see what somebody is doing even when they are on vacation. In this way, we can have even more excellent customer services and sales processes.

  ### 18. Very user friendly for such a powerful tool

**Rating:** 4.5/5.0 stars

**Reviewed by:** Denny E. | President & Trial Counsel, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 23, 2022

**What do you like best about Copper?**

Searches out missing info for leads and people.

**What do you dislike about Copper?**

Pretty pricey for a solo without a need or a full-blown CRM program.

**Recommendations to others considering Copper:**

This is a powerful program for multiple users, take advantage.

**What problems is Copper solving and how is that benefiting you?**

Reduced hours inputting contact information and sending it Mailchimp for future email campaigns.

  ### 19. Copper review from a satisfied user

**Rating:** 5.0/5.0 stars

**Reviewed by:** Chris H. | Sales Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 14, 2021

**What do you like best about Copper?**

Very easy to navigate, forecasting and pipeline is very clear and easy to use. The online support, should you need it is excellent, super fast, and very clear.

**What do you dislike about Copper?**

Some of the processes can be a little complex and time consuming, having said that I am not 100% up to speed with Copper and am learning every day

**Recommendations to others considering Copper:**

One of the best CRM tools that I have used

**What problems is Copper solving and how is that benefiting you?**

Day to day time and task management has become easy to manage

  ### 20. Process and workflow

**Rating:** 5.0/5.0 stars

**Reviewed by:** bob t. | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 20, 2020

**What do you like best about Copper?**

I like the search capabilities and the gmail integration

**What do you dislike about Copper?**

The "tracked email" triggers regardless of who opens the email sent

**Recommendations to others considering Copper:**

Easy to use and versatile coupled with incredibly prompt customer service

**What problems is Copper solving and how is that benefiting you?**

Organization of workflow, the ability to retrieve data both in and out of "Office"

  ### 21. One of the best fluid and seamless CRM's out there. Highly recommended.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Harshad D. | Director Sales, Mid-Market (51-1000 emp.)

**Reviewed Date:** October 13, 2021

**What do you like best about Copper?**

The fluidity, seamless integrations, and also amazing workflows just keep us on top of the game. Projections and visibility are some of the best I've seen. Amazing design and easy interface, got all our Sales Reps ramped up and the onboarding and migration was a breeze. Highly recommended, and great experience.

**What do you dislike about Copper?**

Very hard to complain, but the notifications on the iOS app can be a bit sluggish sometimes.

**Recommendations to others considering Copper:**

Dont get confused exploring so many CRMs. Speak to the team at Copper- They understand your processes and workflows and show you value- on 1. Product, 2. Pricing 3. Customer Success.

**What problems is Copper solving and how is that benefiting you?**

Sales Workflows, Funneling, Revenue Projections, Lead engagement. - All seamless.

  ### 22. CRM for accountants

**Rating:** 4.0/5.0 stars

**Reviewed by:** Tax A. | Tax Assistant, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 21, 2021

**What do you like best about Copper?**

I like the different stages that are available and the different pipelines you can create. It is also very customizable to add your own fields for opportunities which is nice for data analytics. I am also able to export data which is really helpful for data analytics and organization. We have compared Copper to other platforms and find limits with the other products whereas Copper makes it limitless.

**What do you dislike about Copper?**

There isn't anything that I haven't liked so far. Our firm has compared Copper to some other CRMs with a similar format and we seem to like Copper the best. It is easy to add new opportunities and create new stages and pipelines.

**Recommendations to others considering Copper:**

Copper is worth trying out. Compare it to some other platforms and you will realize how easy it is to use and how customizable you can make it.  To be able to take the info you have on Copper and analyze it could help your business target gaps in the progression of opportunities or certain tasks. The customizable fields for opportunities is also included when you export data. This really opens the door for the possibilities for your business.

**What problems is Copper solving and how is that benefiting you?**

We have been able to keep track of the progress of different opportunities with our clients. This has made it so we don't forget about anyone and their opportunity.  The export feature has been very helpful. I get an email with the exported data when it is ready and I can then use it for data analytics. We use data from Copper to analyze our efficiency with opportunities.

  ### 23. Copper Review: Great Platform, Only a Few Kinks

**Rating:** 4.0/5.0 stars

**Reviewed by:** Mary  J. | P, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 21, 2021

**What do you like best about Copper?**

I love that Copper is so customizable; I think that this alone makes the platform work for almost any company. The number of integrations that are available to download — from MailChimp to Slack — make organizing the massive amount of information that we keep on hand every day easy to find and share. The connection to Gmail is seamless, and I cannot exaggerate how many times it has made reaching out to Law Firms and other Recruiters much easier than it would have been otherwise. Exporting files right into an Excel spreadsheet is easy and fast, though I wish there were a way only to include certain fields.

**What do you dislike about Copper?**

There are plenty of bugs that pop up from time to time, from simple loading time lags to more aggressive search errors. Many times searching for a simple Candidate or Law Firm turns into a wild goose chase through unrelated information, as the auto-populated fields take a while to show up. An example of a more aggressive or problematic Copper slip-up is when searching for a list of Recruiter emails; Copper would display the recruiters of the previously viewed firm, NOT those of the current firm that we were viewing. This can prove a bit tricky for the employees on our team who are less tech-savvy than the rest. However, I know that many other issues that my coworkers have had were resolved with a reach out to Copper's support team. If I can make any suggestion at all, it would be that we would greatly benefit from the addition of an Italic Bold and Underline feature in the notes! I would also like to comment that when compiling lists, while Tags do organize in some ways, it would be much easier if there was a feature that allowed users to add specific contacts to a list that might not have anything in common to tag. I also wish it were possible to remove parts of the software we might not use every day. I know that this is a huge ask, but for example, we never seem to use "Reports" — if the administrators were able to remove this from view this would clear up a lot of confusion on our employee's end.

**Recommendations to others considering Copper:**

I recommend making sure that any administrators have a thorough knowledge of not only the platform but especially of the customizations that you've made for your company before trying to roll out the platform to any of your employees. While the online Copper tutorials make it easy to navigate the site when it's not customized, once names are changed, and information is uploaded, it can be really tricky for new users.

**What problems is Copper solving and how is that benefiting you?**

We've organized and condensed loads of information previously living in various platforms all into this one extremely customizable space that everyone seemed to have picked up quickly on. This level of organization has made life a lot easier not only for our directors but absolutely for our principals. Copper has become the norm in our company after only one year of use, which is a lot more impressive than it sounds, as almost all of our employees are so used to using those aforementioned platforms that have been in place since our founding  (i.e., Pipeline and Highrise).  Another benefit that is really at the forefront of what we do in recruiting is the ability we have now to be able to track and see exactly when the recipients of emails view our messages. Our day to day is very niche so our integration of Copper required a lot of customization, but Copper is the first that we've come across that has provided so heavy a level of customization, it was almost as if we were using what Copper provided to build up a custom platform.

  ### 24. Manage a Sales Team for Performance Marketing Company

**Rating:** 5.0/5.0 stars

**Reviewed by:** Howard B. | Vice President of Sales, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 23, 2022

**What do you like best about Copper?**

It's intuitive and easy to coordinate amongst and across the entire sales team

**What do you dislike about Copper?**

We are unable to coordinate between people and companies sufficiently

**Recommendations to others considering Copper:**

Does it adapt to your organization and need for work flow managment

**What problems is Copper solving and how is that benefiting you?**

Sales flow, account management, projections and task organization

  ### 25. Great CRM with lots of flexibility.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Doug J. | Homebuilder Partnership Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** February 04, 2022

**What do you like best about Copper?**

CRM & Templates are user-friendly, and the templating process and merge fields function intuitive and easy to use.

**What do you dislike about Copper?**

The server responses times are slow when sending emails through the program.

**What problems is Copper solving and how is that benefiting you?**

Database management. We are reaching more customers. Time management / follow-up improvement.

  ### 26. Love Copper

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Alternative Medicine | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 07, 2022

**What do you like best about Copper?**

The ability to create multiple pipelines and create tasks that alert you when due

**What do you dislike about Copper?**

I do not dislike anything- the reminders can be a bit annoying but you can turn them off

**What problems is Copper solving and how is that benefiting you?**

Would like to be able to not have to delete people that are in the system multiple times ; able to remain organized, ability to sort by user and see what they are getting done, creating spreadsheets using copper data

  ### 27. Easy

**Rating:** 4.5/5.0 stars

**Reviewed by:** Ana R. | Business Developer, Mid-Market (51-1000 emp.)

**Reviewed Date:** February 23, 2022

**What do you like best about Copper?**

Pipelines and legacy report, I love it because it's a simple app and you can control everything.

**What do you dislike about Copper?**

I couldn't match my WhatsApp to my tasks.

**Recommendations to others considering Copper:**

It would help if you tried a friendly app.

**What problems is Copper solving and how is that benefiting you?**

Improve my forecast and add more leads.

  ### 28. Pretty Happy with Copper

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Events Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 24, 2022

**What do you like best about Copper?**

I love that copper talks and works with other programs - I love the gmail integration.

**What do you dislike about Copper?**

Sometimes it glitches and doesn't show all the information.

**What problems is Copper solving and how is that benefiting you?**

We can keep our systems in check with tasks.

  ### 29. Copper Has Changed How I Do My Job in The Best Possible Way

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jeff N. | Sales, Small-Business (50 or fewer emp.)

**Reviewed Date:** January 03, 2022

**What do you like best about Copper?**

I LOVE the email tracker accept of Copper. Having personalized emails to our accounts has REALLY helped to add that extra touch.

**What do you dislike about Copper?**

Honestly, I'm pretty happy overall with Copper.

**Recommendations to others considering Copper:**

Just do it! You'll love it and your business will thrive.

**What problems is Copper solving and how is that benefiting you?**

The problem we are solving is keeping track of our accounts. Before Copper, it was just spreadsheets and memory. Using Copper CRM system is REALLY helpful.

  ### 30. Copper is powerful, with TERRIFIC integration with Gmail!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Brian  A. | VP, Customer Success, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 09, 2021

**What do you like best about Copper?**

The integration with Gmail is great in that you can do almost anything from your mail window without switching to Copper.  I haven't seen anything so well integrated with mail.

It has great reminders about deals without follow-up, and even suggests contacts from mail messages to add

**What do you dislike about Copper?**

Currently has a couple of bugs, like not adding contacts from mail messages, but I'm confident they'll fix these soon.

**What problems is Copper solving and how is that benefiting you?**

My team doesn't track all people and opportunities, and Copper allows me to fill in and help them.  The tracking and follow-up tools are pretty good.

  ### 31. Director

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Commercial Real Estate | Small-Business (50 or fewer emp.)

**Reviewed Date:** June 01, 2022

**What do you like best about Copper?**

The ease and simplicity of copper is yes

**What do you dislike about Copper?**

Occasionally there are limitations to CRM

**Recommendations to others considering Copper:**

Understand what you need a CRM for before enrolling with copper.

**What problems is Copper solving and how is that benefiting you?**

custom field options within reports

  ### 32. better than salesforce!

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** June 13, 2022

**What do you like best about Copper?**

how easy it is to use the search feature

**What do you dislike about Copper?**

not much. everything is pretty self explanatory

**What problems is Copper solving and how is that benefiting you?**

saving information that i would for sure forget

  ### 33. great platform

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Commercial Real Estate | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 24, 2022

**What do you like best about Copper?**

very good it's a great platform to help us with the projection of our work, we like that we can organized your site in function of our needs with our clients

**What do you dislike about Copper?**

There is  nothing that we dislike in Copper

**What problems is Copper solving and how is that benefiting you?**

we have a great view of the evolutions of our the planning whit our client and where we are at and the exact amount of money that each step will bring us.

  ### 34. Integration with Google is Great

**Rating:** 4.0/5.0 stars

**Reviewed by:** Jeff L. | CEO, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 15, 2021

**What do you like best about Copper?**

We have been Google Apps/G Suite/Workspace users for a long time. This CRM piggy backs right on top of that tool in a seamless way. It adds to our daily routine workflow for communication and almost makes CRM automatic.

**What do you dislike about Copper?**

We tend not to need many complex features like projects. We tend to only use the basic features so the extra features are not needed and sometimes feel like overkill. While not a big problem, it does clutter the user interface a bit.

**Recommendations to others considering Copper:**

Check out Streak as well. Both integrate to Google but they take pretty drastically different approaches to how the user experience and interfaces work. Streak only works within gmail, whereas Copper can be used in a browser outside of Gmail.

**What problems is Copper solving and how is that benefiting you?**

We have a number of business inquiries that come in every week, and Coppe helps us solve the problem of keeping track of each one. We used to do it just by tracking our email communications, but that gets sloppy. Copper solves this by taking what we already were doing, and extracting it into a dedicated CRM. One main benefit of this is that now emails that have been sent between one person and the customer are now visible to other team members in Copper. It has added to our ability to share sales work across multiple people.

  ### 35. Staying organize for business.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Staffing and Recruiting | Mid-Market (51-1000 emp.)

**Reviewed Date:** February 24, 2022

**What do you like best about Copper?**

How I can track and keep myself organized. It also holds my team accountable to everything they do. I can use Linkedin and Gmail easily with Copper. Makes my day to day a lot easier.

**What do you dislike about Copper?**

Difficult to tag multiple people to one company.

**What problems is Copper solving and how is that benefiting you?**

Realizing how easily I can end a day and pick up at the same spot the next day. We are not calling the same clients over and over. Allows us to be more efficient.

  ### 36. Great system!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 09, 2021

**What do you like best about Copper?**

How it integrates with google.  The connection with my inbox saves me time.  Email templates are great for saving time as well.  Logging phone calls is nice too!

**What do you dislike about Copper?**

Sometimes things don't work as they are supposed to until new update comes.  Sometimes I have to login multiple times

**Recommendations to others considering Copper:**

Spend the time to use it and play with it's capabilities.

**What problems is Copper solving and how is that benefiting you?**

Keeping everything in one place.  Tracking contacts with customers.  Saves me time in following up with potential customers

  ### 37. Great interface, very helpfull to measure daily tasks and Is easy to get helpfull reports

**Rating:** 5.0/5.0 stars

**Reviewed by:** Mirney G. | Team Leader Sales, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 14, 2021

**What do you like best about Copper?**

The interface and the quick answer of the people on the chat
Is easy to get reports to measure daily, weekly and monthly activities
Everything is organized all the time
You can easily see the activities of a coworker
It is very productive to obtain reports on the sales behavior of several properties. We use it for 18 hotels
You can see if the contact has LinkedIn, that´s is nice
Makes customer segmentation possible.

**What do you dislike about Copper?**

Sometimes is difficult to work with so many filters
Being in a Latin American country sometimes is difficult to work with an app in English
Long ago, sometimes the contacts disappeared  but it was solved quick after
Is difficult to use for older people, I believe it can be more "easy going" or fewer steps in some of the features

**Recommendations to others considering Copper:**

We definitely have Optimized the sales process and conversion and it made us increase the productivity of the company
The reports we have from copper helps us to get and build better marketing strategies
The data is not just that, it is useful information sin we have copper
Having the app on the cellphone is very helpful if you spend the day visiting clients

**What problems is Copper solving and how is that benefiting you?**

To measure the performance of the sales executives. 
We have gathered all the client's contacts in one place finally
We can assign a company type to each sales executive and see clearly on copper
We can work on each other opportunities if it is necessary
We can follow up with each client in particular and thus see how they behave during the negotiation
You can easily see the emails synced with Gmail direct from copper
We can organize ourselves and see the negotiation status is in and if it is worth continuing with it.
New contacts generated from an email can be added automatically
It is easy to find contacts by name or by type of company or even by any opportunity that has been generated in previous times
Since we started using copper, all our work meetings are around copper and its results. Copper makes everything easier for us
For the first time, we register the information of our prospect and potential clients
We are 8 vendors we needed to segment customers based on their interests and type of company
We definitely have Optimized the sales process and conversion and it made us increase the productivity of the company
The reports we have from copper helps us to get and build better marketing strategies
The data is not just that, it is useful information sin we have copper
Our boss can see our agenda easy 
Having the app on the cellphone is very helpful if you spend the day visiting clients

  ### 38. Copper is an awesome CRM tool!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Atira R. | Multimedia Account Executive, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 14, 2021

**What do you like best about Copper?**

Gmail integration is my favorite feature of Copper. It makes it easy to add new leads, people, etc., as well as email tracking. It's helpful to know if, when, and how many times someone has read my emails. I also love the task tool and how it integrates with both Gmail and Google Calendar. Having all of my points of contact for each business as well as each opportunity in one place is also a great feature.

**What do you dislike about Copper?**

I don't like that you can't add a new industry while adding a new person to contacts. It would be much easier and quicker to add another option to the drop-down field as you're adding the person so that you don't have to first go to settings to do so. I also wish tasks showed up as actual tasks on Google Calendar rather than as events. It would be nice to mark those tasks complete within Google Calendar and have it translate to Copper.

**Recommendations to others considering Copper:**

I recommend taking full advantage of the free trial Copper offers. It is an excellent opportunity to get hands-on experience using all of the features and functions of the system without a commitment. Once you've done this, I can't see how you wouldn't fall in love with this CRM. Once you've decided to open an account with Copper, I suggest completing all of the training modules as soon as possible. Their training modules are short and to the point, but they give you a good overview of the system's features.

**What problems is Copper solving and how is that benefiting you?**

I love the fact that it includes a scheduler. It makes setting appointments with potential clients so much easier! I also like the easy-to-use mail merge feature. I can save email templates that I use often and send to multiple contacts at the same time while personalizing each message. Copper also makes it easy to keep track of where each of my opportunities are in the sales pipeline. I've been able to increase my productivity as a result and I'm not even using it as consistently as I could be!

  ### 39. Makes Tracking Projects Easy

**Rating:** 4.0/5.0 stars

**Reviewed by:** WeatherWorks F. | Director of Forensic Services, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 14, 2021

**What do you like best about Copper?**

Being able to link our billable projects (reports) not only to an individual, but they can be grouped by company.

**What do you dislike about Copper?**

The leads/person - if you don't log someone as a "lead" and accidentally do it as a "person", it's harder to follow up because it assumes they're a current client.

**Recommendations to others considering Copper:**

Make sure you follow the proper chain for prospects vs actual billable revenue (leads --> opportunity). "Persons" and "Companys" should be used for current clients and/or clients with active projects. Also make sure to link the proper e-mail address that you are communicating with e-mail clients with! Otherwise you won't be able to see them linked to the appropriate person.

**What problems is Copper solving and how is that benefiting you?**

Putting out inbound/outbound/potential clients into one, easy-to-use software. Definitely love the "follow up tasks" as we can set reminders to follow up on potential clients or reports if no formal request and/or billable hours have been completed in a given timeframe. Also love the e-mail tracker!

  ### 40. Copper integrates will all things Google, excellent for small & mid-sized businesses

**Rating:** 5.0/5.0 stars

**Reviewed by:** Bill G. | B, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 14, 2021

**What do you like best about Copper?**

Copper is simple to install and set up and you won't need to hire a developer an expert to customize it for your small-mid size business.  Copper does a great job of automatically relating emails sent & received to the relevant contacts and allows you to relate emails to additional contacts manually.  Most importantly, it is easy to use in day-to-day operations.  

We use tags to associate contacts with various topics and you can sort contacts by Tags, Contact Type, and other filters We also use Opportunities to track our sales pipeline and the sales pipeline is easily customized to fit your company's stages and process.  We also use Tasks for our To Do List and follow up reminders which all show on our Google Calendar along with meetings.  

You can easily export contacts and sort the export by tags, type, etc.  We use this to update our Constant Contact mail lists.  

Overall an excellent CRM for a small to mid sized business that doesn't need or want a complicated enterprise level CRM that is costly to set up with high monthly fees.

**What do you dislike about Copper?**

1. If you want reports, that's extra $.  This may be worth it for some but I think at least basic reports should be included.
2. There isn't an easy way to de-dup contacts and companies.  We do this manually but it is not simple and there should be an automated Merge with suggestions like it is in Google Contacts.

**What problems is Copper solving and how is that benefiting you?**

1. Tracking leads and opportunities
2. Follow-ups and To-Do Lists 
3. maintaining email lists - via export to Contant Contact

  ### 41. Great CRM for medium size companies

**Rating:** 4.0/5.0 stars

**Reviewed by:** Paula G. | S, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 14, 2021

**What do you like best about Copper?**

It is straightforward to use and understand. It has an excellent design, and you can learn to use it with little effort. You can easily organize and plan your sales team goals as well as tracking them. It is also very useful to mange different sales pipelines, since you can add as many as you like and custom them to your needs. Copper integrates easily to the Google Suite, which makes more efficient your work since you can send emails and have templates within the CRM and sync your Google Calendar. Also they have a great support team that is always available and willing to help you solve any question or trouble you might experience. The Copper Comunity and blogs are also very helpfull when you have any product question. You can find a lot of content in their web that is very usefull specially when you are starting to use this CRM. I think it suits perfect for midle size companys that have a specific team that uses the CRM.

**What do you dislike about Copper?**

The options for reporting within copper are limited. However, it is very easy to connect to Data Studio (as well as all the G-Suite), so you can work around your reporting needs without trouble.

**What problems is Copper solving and how is that benefiting you?**

We use copper for our everyday activity within the sales team. It helps us communicate with leads and register activities so we can organize the sales operations and have control over our key indicators.

  ### 42. INTUITIVE

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.)

**Reviewed Date:** June 01, 2022

**What do you like best about Copper?**

THe ability of the mobile app to pick up on the fact that a call was just made

**What do you dislike about Copper?**

All of the email notifications I get about tasks due, and the inability to choose an external dialing service as the mode of making a call

**What problems is Copper solving and how is that benefiting you?**

The ability to call and keep track of hundreds of leads as if each person was the only customer you have (good)

  ### 43. Very user friendly

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in E-Learning | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 16, 2022

**What do you like best about Copper?**

How easily you can navigate around the solution

**What do you dislike about Copper?**

Was not particularly easy to move back from a person to a company

**What problems is Copper solving and how is that benefiting you?**

Providing me with a CRM solution

  ### 44. Basic CRM for small businesses

**Rating:** 4.0/5.0 stars

**Reviewed by:** Gaurav  B. | Sales operations senior Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** February 24, 2022

**What do you like best about Copper?**

Easy to use and uncomplicated. Gets the basics right. Easy to integrate. Works perfectly with gmail.

**What do you dislike about Copper?**

Not easy to customize. Adding new fields is easy. Section of "Leads is missing"

**What problems is Copper solving and how is that benefiting you?**

Manage sales and a few other pipelines.

  ### 45. New to Copper but loving it!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Security and Investigations | Mid-Market (51-1000 emp.)

**Reviewed Date:** February 23, 2022

**What do you like best about Copper?**

Easy to use, a lot of information can be easily imported or exported. Someone is always available to help if needed, which Makes it easy to use.

**What do you dislike about Copper?**

Nothing yet,still learning the system. So far very pleased.

**Recommendations to others considering Copper:**

I recommend for the simple fact that getting help is super easy. The system is excellent but being able to get help quickly when needed is huge.

**What problems is Copper solving and how is that benefiting you?**

I am keeping track of my leads and all their information.

  ### 46. Great CRM for Commercial real estate

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Commercial Real Estate | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 31, 2022

**What do you like best about Copper?**

Copper is user-friendly and works well with commercial real estate platform

**What do you dislike about Copper?**

The mobile device version could be improved.

**What problems is Copper solving and how is that benefiting you?**

They help with internal organization within my company.

  ### 47. Best CRM for ease of use and cost

**Rating:** 5.0/5.0 stars

**Reviewed by:** Harry S. | Owner, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 24, 2022

**What do you like best about Copper?**

Easy pipeline creation and email management

**What do you dislike about Copper?**

Really nothing. Love it all. Great value.

**What problems is Copper solving and how is that benefiting you?**

Client and project management.  Allows me to stay on top of all project details and timelines.

  ### 48. Copper helps me stay organized

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 22, 2022

**What do you like best about Copper?**

database and pipeline tracking is helpful! i also like the integration with gmail. that is really helpfl and makes tracking new contacts and fundraising progress much easier.

**What do you dislike about Copper?**

really not much! maybe the ability to log emails (not just phone calls/meetings). the sidebar opens on my gmail inbox tab and gets in the way and i need to close it immediately everytime i open my inbox, but that's it.

**Recommendations to others considering Copper:**

integration with gmail will make your life much easier!

**What problems is Copper solving and how is that benefiting you?**

moves management and pipeline tracking. it helps us stay organized, and for others (non-team members) to view progress and contribute too. business has increased with the incentive to see sponsors moving across our pipeline.

  ### 49. With the right vision of how a team wants to utilize Copper, it is a amazing and helpful.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 19, 2022

**What do you like best about Copper?**

the Automation. The automation was most helpful

**What do you dislike about Copper?**

the Renewal process is the only thing I disliked.

**What problems is Copper solving and how is that benefiting you?**

Automation and pipeline setup. Its not hard if you know what you want to capture.

  ### 50. So far so good. Actually enjoyable.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Pasquale I. | Brand Ambassador

**Reviewed Date:** June 06, 2022

**What do you like best about Copper?**

The Pipeline, updating my client projects and tracking the status of the projects.

**What do you dislike about Copper?**

Not much. Possibly accessing projects of years back.

**What problems is Copper solving and how is that benefiting you?**

N/A


## Copper Discussions
  - [Mobile App Dev?](https://www.g2.com/discussions/mobile-app-dev) - 1 comment, 2 upvotes
  - [QUICKBOOKS ONLINE](https://www.g2.com/discussions/4791-quickbooks-online) - 1 comment, 2 upvotes
  - [Whats the easiest way to save my notes](https://www.g2.com/discussions/whats-the-easiest-way-to-save-my-notes) - 1 comment, 1 upvote
  - [Copper](https://www.g2.com/discussions/copper) - 1 comment, 1 upvote
  - [Will Copper ever achieve more Flexibility where a Lead that becomes a Prospect can later be re-classified as just a Lead when the business situation changes for some reason?](https://www.g2.com/discussions/will-copper-ever-achieve-more-flexibility-where-a-lead-that-becomes-a-prospect-can-later-be-re-classified-as-just-a-lead-when-the-business-situation-changes-for-some-reason) - 1 comment, 1 upvote

- [View Copper pricing details and edition comparison](https://www.g2.com/products/copper/reviews?page=8&qs=pros-and-cons&section=pricing&secure%5Bexpires_at%5D=2026-08-07+14%3A06%3A32+-0500&secure%5Bsession_id%5D=36061f09-a8af-44c2-93f7-247d57714d8f&secure%5Btoken%5D=40a893d85661ab9c1966f0ffa474d12636dac71f34871116986a29c677bba704&format=llm_user)
## Copper Integrations
  - [ChatGPT](https://www.g2.com/products/chatgpt/reviews)
  - [Fin](https://www.g2.com/products/fin/reviews)
  - [Google Workspace](https://www.g2.com/products/google-workspace/reviews)
  - [Zoom Contact Center](https://www.g2.com/products/zoom-contact-center/reviews)

## Copper Features
**Sales Force Automation**
- Contact & Account Management
- Opportunity & Pipeline Mgmt.
- Task / Activity Management
- Territory & Quota Management
- Desktop Integration
- Product & Price List Management
- Quote & Order Management
- Customer Contract Management
- Contract/License Management

**Marketing Automation**
- Email Marketing
- Lead Management
- Email Management
- File Management
- Deal Management

**Customization**
- Custom Fields
- Design
- Forms Creation & Design

**Agentic AI - Google Workspace for Sales**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Natural Language Interaction
- Proactive Assistance

**Agentic AI - Sales Performance Management**
- Autonomous Task Execution
- Natural Language Interaction
- Proactive Assistance

**Agentic AI - Email Tracking**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Agentic AI - Sales Analytics**
- Autonomous Task Execution
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Third-Party Integrations
- CRM Integration

**Customer Support**
- Case Management
- Customer Support Portal
- Knowledge Base
- Call Center Features
- Support Analytics
- Workflow Management
- Opportunity Management
- Sales Pipeline Management
- Reporting/Analytics
- Calendar Management
- Pipeline Management
- Content Management
- Communication Management
- Visual Analytics
- Template Management
- Predictive Analytics
- Document Management
- Channel Management
- Commission Management
- Field Sales Management

**Data Sourcing**
- Data Sourcing
- Exporting & Sharing Data
- Multi-Device Data Visualization
- Interactive Dashboards
- Data Segmentation

**Analytics**
- Open Rates
- Link Activity

**Incentives**
- Triggers
- Commission Calculator
- Leaderboards

**Additional Functionality**
- Embedded Forms
- Notifications
- Customizable Forms
- Real-Time Notifications
- Alerts/Notifications

**Additional Functionality**
- Search/Filter
- AI Copilot
- Commenting/Notes
- Content Publishing Options
- Reporting & Statistics
- Content Library
- Document Classification
- Drag & Drop
- Customizable Branding
- SSL Security
- API
- Document Management
- Document Storage
- Collaboration Tools
- Data Capture and Transfer
- Autofill
- Multi-Channel Distribution
- Convert to PDF
- Customizable Templates
- Media Library
- Generative AI
- Full Text Search
- Surveys & Feedback
- Data Import/Export
- Forms Management
- Electronic Signature
- Third-Party Integrations
- Reporting/Analytics
- Workflow Management
- Template Management
- Mobile Access

**Reporting & Analytics**
- Reporting
- Dashboards
- Forecasting

**Predictive Analytics**
- Lead Scoring
- Opportunity Scoring
- Live Forecasting
- Budgeting/Forecasting
- Correlation Analysis
- Competitive Analysis
- Sales Trend Analysis
- Statistical Analysis

**Customizations**
- Email Platform Integration
- Email Scheduling
- Real-Time Notifications
- Email Categorization
- Templates
- Third-Party Integrations

**Personalization**
- Custom Reports
- Dashboards
- Sales Reports
- Incentive Management

**Generative AI**
- AI Text Generation
- Generative AI

**Additional Functionality**
- Contact Management
- Email Marketing
- Drag & Drop
- Drip Campaigns
- Workflow Management
- Customizable Fields
- Monitoring
- CRM
- Team Management
- Click Tracking
- Subscription Management
- Activity Dashboard
- API
- Location Tracking
- Customer Segmentation
- Geolocation
- Customizable Branding
- Activity Tracking
- Data Import/Export
- Mailing List Management
- Campaign Management
- Email Management
- Audience Targeting
- Reporting/Analytics
- AI Copilot
- Email Distribution
- Email Reminders
- Autoresponders
- Engagement Tracking
- Event Triggered Actions

**Mobile & Social**
- Social Collaboration Features
- Social Network Integration
- Mobile User Support
- Third-Party Integrations
- Social Media Integration
- Customer Support
- Multi-Channel Social Integration

**Sales Management**
- Live Pipeline Management
- Sales Gamification
- Account-Based Analytics
- Activity Tracking
- Predictive Analytics
- Visual Analytics
- Task Management
- Contact Management
- Lead Management
- Opportunity Management
- Workflow Management

**Administrative**
- Third-Party Integrations
- Behavior Monitoring

**Additional Functionality**
- Dynamic Modeling
- Lead Qualification
- Lead Capture
- Real-Time Reporting
- Contact Database
- API
- Reporting & Statistics
- Role-Based Permissions
- Collaboration Tools
- Dashboard Creation
- Modeling & Simulation
- Exception Reporting
- Generative AI
- Sales Reports
- Performance Metrics
- "What If" Scenarios
- Customizable Reports
- Data Import/Export
- AI Copilot
- Graphical Data Presentation
- Drag & Drop
- Access Controls/Permissions
- Alerts/Notifications
- Business Process Control
- Multi-Currency
- Pipeline Reports

**Additional Functionality**
- Generative AI
- Gamification
- Real-Time Updates
- Employee Reward Programs
- Employee Management
- Ongoing Performance Tracking
- Benchmarking
- Commission Management
- For Sales Teams/Organizations
- Performance Metrics
- Sales Planning
- Single Sign On
- Performance Management
- Forecasting
- Quota Planning
- Accounting
- Workflow Management
- Compliance Management
- User Management
- Rewards Points
- Organizational Charting
- AI Copilot
- Access Controls/Permissions
- Customizable Branding
- Milestone Tracking
- Territory Management
- Performance Appraisal
- Calendar Management
- Alerts/Notifications
- Sales Onboarding & Training
- Employee Recognition
- Reporting/Analytics
- Ratings/Reviews
- API
- Feedback Management
- Training Management
- Goal Management
- Assignment Management
- Lead Scoring
- Search/Filter
- Electronic Signature
- Collaboration Tools
- Kanban Board
- Email Management
- Commenting/Notes
- Data Import/Export
- Prospecting Tools
- Interaction Tracking
- Product Catalog
- Live Chat
- Sales Pipeline Management
- Appointment Scheduling
- Email Templates
- Event Triggered Actions
- Transfers/Routing
- Activity/News Feed
- Lead Management
- Revenue Management
- Document Management
- Task Management
- File Sharing
- Mobile Access
- Reminders
- Mobile App
- Call Logging
- Workflow Automation

**Platform**
- Customization
- Workflow Capability
- User, Role, and Access Management
- Internationalization
- Sandbox / Test Environments
- Document & Content Mgmt.
- Performance and Reliability
- Output Document Generation
- Mobile Access
- Lead Generation

**Integration**
- Data Import & Export Tools
- Integration APIs
- Breadth of Partner Applications
- Third-Party Integration
- Internal Chat Integration
- Collaboration Tools
- Prospecting Tools
- Real-Time Data

**Generative AI**
- AI Text Generation
- Generative AI
- Proposal Generation

**Agentic AI - CRM**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making
- Calendar/Reminder System

**Additional Functionality**
- Search/Filter
- Alerts/Notifications
- Data Import/Export
- Lead Capture
- Batch Processing
- Email Tracking
- Tagging
- Pipeline Reports
- Drag & Drop
- Segmentation
- Customizable Fields
- Role-Based Permissions
- Interaction Tracking
- CRM
- Document Storage
- AI Copilot
- Contact Database
- Referral Tracking
- Quotes/Estimates
- Multi-Channel Communication
- Lead Qualification
- Marketing Automation
- Email Templates
- Sales Reports
- Customer Journey Mapping
- Reminders
- Lead Scoring
- Data Security
- Customizable Reports
- Calendar Sync
- For Startups
- Performance Metrics
- Sales Trend Analysis
- For iPad Devices
- Customizable Templates
- Activity Tracking
- Reporting & Statistics
- For Mac Devices
- Landing Pages/Web Forms
- Lead Nurturing
- Gamification
- Prioritization
- Web-based Deployment
- Softphone
- Single Sign On
- Customer Database
- Event Triggered Actions
- Mobile App
- Email Sequences
- Customer Segmentation
- Lead Assignment
- For Small Businesses
- Live Chat
- Business Card/Badge Scanning
- Data Visualization
- Customer Social Profiles
- Social Promotion
- Monitoring
- Engagement Tracking
- Social Media Monitoring
- Customer Engagement
- Sentiment Analysis
- Brand Tracking
- Audience Targeting
- Workflow Automation

## Top Copper Alternatives
  - [Nutshell](https://www.g2.com/products/nutshell/reviews) - 4.3/5.0 (1,420 reviews)
  - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) - 4.3/5.0 (3,055 reviews)
  - [Freshsales](https://www.g2.com/products/freshsales/reviews) - 4.5/5.0 (1,199 reviews)

