Copper Reviews & Product Details

The gmail integration is key for our needs. Being able to easily add contacts and notes while interacting with clients and potential partners in my email browser window saves time and allows greater compliance with CRM data input. Review collected by and hosted on G2.com.

Copper could continue to increase its integrations with other useful tools without needing Zapier connections. The interface does sometimes crowd my gmail interface with unnecessary tools. Review collected by and hosted on G2.com.

It integrates with the other tools we use internally (Google drive, Slack, Xero etc) perfectly, meaning we can automate what was previously a gamut of annoying manual tasks. Review collected by and hosted on G2.com.

I used to find extracting data for internal reporting incredibly frustrating, but it's so much better now. The only niggle would be that in order to use a different currency it would cost so much money. I think it was $10 per user per month additionally, which is crazy when (as a small business) we're already spending £8,000+ per year. We do all of our work and reporting in GBP, but Copper of course is in USD. It's very annoying, but we absolutely cannot justify the cost to be able to change currency / have multiple currencies. Review collected by and hosted on G2.com.

Integration with Google is seamless and slick. The logical structure for logging email and communication with a contact is good, and it harvests contact details from emails really well. Training new users is a doddle as it is very intuitive. Review collected by and hosted on G2.com.

It's not cheap, but then it seems all CRMs are about the same. The pipeline stages are not that great and the customization of fields could be better. Getting Data protection info is hard and we are still awaiting a DPA from them, which makes compliance hard for us. Review collected by and hosted on G2.com.

It has made my sales organization so much better! The customers are always so impressed when I call them back the day I tell them I will. Many say that we are the only company that continually follows up! I love Copper! The opportunities portion works awesome for me to track my follow-up sales calls. I also use the notes portion a lot and it impresses customers when I remember things they tell me. Additionally, I LOVE that it tracks the emails. I am always able to go back and see what communication has happened without having to dig through gmail. Plus it keeps track of how our customers learn about our business and I use that to make decisions where our money goes for advertising. This is a great tool for small businesses in sales! Review collected by and hosted on G2.com.

I wish there was an easy way to track texts from customers. It would be nice if all texts from customers could be routed through here somehow! One other thing I would like is a place to put a separate mailing address in for customers. There are just some small things that would help if I could customize it a little bit more, but it generally works great for our needs. Review collected by and hosted on G2.com.

Managing workflow. We work in real estate and we can create pipelines for each transaction and track everything with the transaction. All emails are tied back to the transaction. Best part is the TASK generation, I use it to manage my daily workflow and keep up with all the details in each transaction. Review collected by and hosted on G2.com.

Reporting is a little difficult and you have to download in order to print. Review collected by and hosted on G2.com.

Merging contacts and companies. We have more than 40 thousand contacts and it's still very easy to filter and find someone. I like the tagging system more than other competitors. Review collected by and hosted on G2.com.

I don't like that Copper doesn’t tell you when a contact is private. It just seems like the person isn’t in the system until you try to add them and the contact info is already in use. Also, the emails... I don't like that we don't get metrics, or a chance to schedule a follow-up according to the recipient's action, and so on. Adding this would be a game changer for Copper. Review collected by and hosted on G2.com.

I like the idea of having multiple pipelines, and how easy it is to move from one stage to the next. I also really like I can link it to my Gmail. So the emails I send are automatically registered. Review collected by and hosted on G2.com.

I think there is still a lot you can do. For example: the tasks you put to yourself are awesome, especially because it's linked to my calendar, etc. However, when you accomplish those tasks, it should automatically register in activities, and that doesn't happen. So I have to then go and register my activities. Review collected by and hosted on G2.com.

The seamlessness with which Copper integrates with my work Gmail account is the biggest reason that I enjoy the product. While it may require some maneuvering, we found the product could be customized to our needs with enough effort. The ability to integrate well with Google Looker Studio has also been a big plus for us. Review collected by and hosted on G2.com.

Copper can be glitchy at times - on occasion, I have sent an email to a contact but it was not automatically pulled into Copper. Also, there have been a few times when the connection between Copper and Google Data Studio ceased working for about a week, which caused some issues with our internal workflows. Review collected by and hosted on G2.com.

The best thing about Copper is its reliability. I know I have everything in one place and can access that place without a problem. I also like the UI. Review collected by and hosted on G2.com.

Sometimes Copper can load really slowly, or be stuck loading for a long time. Review collected by and hosted on G2.com.

It's a great platform with everything I need in one place. It's beneficial to have my calendar and email handy Review collected by and hosted on G2.com.

I had some trouble syncing my email, but all is well now Review collected by and hosted on G2.com.