Copper Reviews & Product Details

Copper is the only client and project management tool that'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'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.

Seller

Copper

Discussions

Copper Community

Languages Supported

German, English, French, Italian, Japanese, Dutch, Spanish

Solution Type

All-in-One

Used by Wideo and 2 others

Beta

15% Off Annual Plan for Life

15% Off Annual Plan for Life on all available Copper plans

Copper Integrations

(6)

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Maree D.

Small-Business (50 or fewer emp.)

5/23/2023

"Intuitive and easy to use"

5/5

What do you like best about Copper?

That I can keep a check on my pipeline. I also love its ease of use, having used a number of big name CRMs in my career this is by far the best, it is easy to use and has many extra added benefits and uses that the bigger name ones don't Review collected by and hosted on G2.com.

What do you dislike about Copper?

The way it will assign an email address to a specific company, working with the NHS I have many customers who have a similar email address but from different trusts, I have to keep going back and changing the hospital trust because of this. Review collected by and hosted on G2.com.

Scotty B.

National Recruiter, Attorney Talent

Small-Business (50 or fewer emp.)

5/24/2022

"Copper keeps everything in one place- makes it EASIER"

5/5

What do you like best about Copper?

Copper automatically compiles all my communications, contacts, and relevant info into one searchable source that simplifies EVERYTHING. Our previous system from a competitor was tedious and frustrating. Review collected by and hosted on G2.com.

What do you dislike about Copper?

My one and only issue with Copper is that it has an ever-growing number of features that I don't know yet, and I can't wait to get even better at it! I appreciate the user support resources! Review collected by and hosted on G2.com.

Recommendations to others considering Copper:

Take the time to learn the features, they are endless and endlessly useful! Review collected by and hosted on G2.com.

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

Keeping track of thousands of daily emails is impossible. I forget names, I forget to send a PDF, things like that. Copper ensures that I don't need to pressure myself to remember everything all at once. Review collected by and hosted on G2.com.

Kodi M.

Small-Business (50 or fewer emp.)

5/10/2023

"Near-Perfect Streamlining That Creates Better Internal Communication"

4.5/5

What do you like best about Copper?

It's the best system I've found for keeping leads organized, while also giving background info on them to colleagues so we know where to help each other with closing. Review collected by and hosted on G2.com.

What do you dislike about Copper?

This is a minor gripe that I have found easy to work around. We have so many long-lead sales opportunities going on at a given time that it's easy to lose track of everything, simply because only so much fits on the screen in a pipeline. If we were a company that had quicker client conversion it'd be different, but we often have projects that take over a year to close because we do high-level marketing with several moving parts. Review collected by and hosted on G2.com.

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

We have so many open leads and conversations at a given moment, involving enough pieces of the company at a time, that it's easy for us to lose track of who needs our help most and how much money is currently on the table. Copper is far ahead of any system we've previously used to address this. Our internal evaluation of it will come down to its ability to help us close projects this year that would have slipped through the cracks prior, and I expect it to pass that with flying colors. Review collected by and hosted on G2.com.

Kevin L.

Presentation Designer, PowerPoint Expert, Executive Speech Coach / Trainer & Professional Speaker

Public Relations and Communications

Small-Business (50 or fewer emp.)

7/7/2020

"The Goldilocks of CRMs"

4.5/5

What do you like best about Copper?

Ease of use, simplicity yet power, customization, integration with Android and cloud-based access...and that it's the right fit for my small business. Review collected by and hosted on G2.com.

What do you dislike about Copper?

There's very little that I don't like about Copper. Perhaps the name and brand could be improved. :) Review collected by and hosted on G2.com.

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

I'm a presentation specialist / consultant with a long history of finding the perfect CRM tool to track my projects, and clients. Some were too simple...some were too complex. Copper CRM is the Goldilocks CRM...not too simple....not too complex. For my needs - and many other companies - it's just right. It's flexible and easy to use, and most importantly, integrates with my Android phone/tablet with a wonderful cloud-based system. Copper CRM helps keep me focused and organized with my business. The pricing is fair and customer service has been great too. I've used it since 2016...and highly recommend it! Review collected by and hosted on G2.com.

Verified User in Information Technology and Services

Small-Business (50 or fewer emp.)

11/22/2023

"Very easy tool to work with"

4.5/5

What do you like best about Copper?

Integrations with gmail, LinkedIn. How opportunities are laid out in pipeline view. Customization of fields Review collected by and hosted on G2.com.

What do you dislike about Copper?

Filtering and reports. Lack of a true integrated CPQ tool. Understand one exists with PandaDocs but it seems clunky Review collected by and hosted on G2.com.

Monica G.

Small-Business (50 or fewer emp.)

3/1/2023

"Great CRM for Google Business Users"

5/5

What do you like best about Copper?

Copper has been great with our financial and insurance business. The CRM allows us to effectively build and grow our business by maintaining and tracking clients and projects. It is simple to use and easy to communicate with our team. Copper is priced competitively - excellent value for the money. The customer service is fast to respond too. Review collected by and hosted on G2.com.

What do you dislike about Copper?

Copper has a few glitches we've discovered in the last few years, but the Copper team is very good at solving the issues and providing solutions. We've had a few days where Copper ran very slowly, but most of the time, it works well. Review collected by and hosted on G2.com.

Verified User in Entertainment

Small-Business (50 or fewer emp.)

6/20/2022

"highly recommend for ease of use"

4.5/5

What do you like best about Copper?

the seamless integration with google workspace Review collected by and hosted on G2.com.

What do you dislike about Copper?

the pricing structure as a small business Review collected by and hosted on G2.com.

Verified User in Marketing and Advertising

Mid-Market (51-1000 emp.)

11/16/2023

"Easy"

4/5

What do you like best about Copper?

The functionality of it is strong and it doesn't have too many sub categories to become too cumbersome. Review collected by and hosted on G2.com.

What do you dislike about Copper?

Search bar doesn't always populate the right results Review collected by and hosted on G2.com.

Otisa E.

HR & Systems Strategist

Small-Business (50 or fewer emp.)

5/30/2022

"Copper... an all in one CRM for small businesses!"

4.5/5

What do you like best about Copper?

I love the fact that it integrates perfectly with Google Workspaces. This has been an amazing experience for me since I am always using Gmail, GDrive, and GCalendar. Review collected by and hosted on G2.com.

What do you dislike about Copper?

The other integrations are based on how many seats you purchase with this platform. For instance, I am going to have to get rid of my seats and just keep 2. Therefore, it will limit my ability to use integrations with other platforms because my company/team is very small. Review collected by and hosted on G2.com.

Recommendations to others considering Copper:

Be sure to take the time to make sure this software is aligned with your internal operations and needs. Then, be sure to take a few hours to spend getting set up with Copper and customizing it the way you want. It will be much easier to have it customized first before transferring items from your previous CRM, then you will be set up for success! Enjoy! Review collected by and hosted on G2.com.

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

-Keeping track of current clients, leads, and collaborations/partnerships

-Easy way to take notes from client calls and create follow-up tasks that sync with my calendar (All my deadlines are directly in my calendar! Love this!)

-Breakdown bigger projects into action steps/tasks

-Easy and quick review of my sales pipeline Review collected by and hosted on G2.com.

Adriana R.

Operations & Programming Associate

Small-Business (50 or fewer emp.)

1/17/2023

"Easy to Use CRM Platform That Integrates Well with G-Suite"

4.5/5

What do you like best about Copper?

Copper is intuitive and facilitates accessible opportunities for teams to build strong CRM habits and practices. Whether you're incredibly tech-savvy and process-oriented or new to CRMs, Copper allows teams to easily track interactions, grow company and people records within their organization, and build templates for linear, repeatable work. Review collected by and hosted on G2.com.

What do you dislike about Copper?

A challenge of Copper (at times) is its Gmail integration. This can sometimes cause page-loading or connectivity issues and is not as user-friendly as the web-based app. The exporting/re-importing data can sometimes be messy if your team is not trained in some of the quirks of Copper (ex. how tags export vs. how tags are imported). Review collected by and hosted on G2.com.

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

Copper allows us to manage an extensive contacts database as a membership association that consistently has an inflow and outflow of new companies and individuals joining our network. As we refresh our use of the platform at the organizational level, it will also help us operationalize some linear processes that have often been done via spreadsheets. This is going to help us have information even more centralized which is helpful for keeping a history of our membership network! Review collected by and hosted on G2.com.