# Copper Reviews **Vendor:** Copper **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.5/5.0 **Total Reviews:** 1,157 ## About Copper 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. ## Copper Pros & Cons **What users like:** - Users value the **ease of use** of Copper, finding it seamlessly integrates with Google Workspace for efficient management. (25 reviews) - Users praise the **seamless Gmail integration** , enabling efficient management of contacts and activities directly from their inbox. (16 reviews) - Users value the **seamless integration** with Google Workspace, enhancing efficiency and simplifying workflows across various tools. (16 reviews) - Users value the **seamless integrations** of Copper, enhancing productivity and simplifying access to tools and tasks. (14 reviews) - Users value the **seamless integration** of Copper, enhancing productivity and making collaboration with Google Workspace effortless. (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 find the **limited features** of Copper restrict valuable functionality and hinder overall workflow efficiency. (10 reviews) - Users feel that the pricing for Copper is **expensive** , especially given the limited call integrations and features. (9 reviews) - Users find the **missing features** like automation, detailed reporting, and customization to be limiting in Copper. (9 reviews) - Users face **integration issues** with Copper, limiting automation and third-party tool connectivity, impacting overall efficiency. (8 reviews) - Users find the **limited customization** in Copper restrictive, impacting workflow and increasing time-consuming tasks. (7 reviews) - Email Management (5 reviews) - Email Issues (4 reviews) - Lack of Features (4 reviews) - Limited Access (4 reviews) - Users express frustration over Copper's **poor customer support** , highlighting long-standing issues and a lack of improvement. (4 reviews) ## Copper Reviews ### 1. My Experience With Copper **Rating:** 4.5/5.0 stars **Reviewed by:** Jeremiah Y. | Sales Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** June 27, 2022 **What do you like best about Copper?** The ease of use and the crossover with g **What do you dislike about Copper?** The ease of use overall and the crossover from my google account. **What problems is Copper solving and how is that benefiting you?** Faster Work Flow! ### 2. Copper is a great way to organize targets and leads! **Rating:** 5.0/5.0 stars **Reviewed by:** Nicholas M. | Business Development Speclialist, Mid-Market (51-1000 emp.) **Reviewed Date:** August 16, 2022 **What do you like best about Copper?** The easy to navigate ways of the site and how everything is able to be organized. **What do you dislike about Copper?** Nothing at this time. Copper has been very useful for me and my team. **What problems is Copper solving and how is that benefiting you?** Ways to track communication with carriers. ### 3. Copper Helped to grow my real estate business in a major way, I can easy organize active leads. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** May 24, 2022 **What do you like best about Copper?** I love how visually easy is to organize all the leads the platform is simple to use and easy to share work with team members **What do you dislike about Copper?** The only inmprovement i would suggest is above the mobile app for IPads & iPhone **Recommendations to others considering Copper:** If you are someone that needs to organize your business Copper is the best platform out there! After trying out multiple different platforms, copper fulfills all my needs. **What problems is Copper solving and how is that benefiting you?** Helped me ogranize my leads, and data base storage. ### 4. Customization for ever-evolving businesses **Rating:** 4.5/5.0 stars **Reviewed by:** Alaina S. | Investor Onboarding, Mid-Market (51-1000 emp.) **Reviewed Date:** February 23, 2022 **What do you like best about Copper?** Custom fields specific to our business and clients; Integration with Gmail, including templates and email-syncing; Extensive reporting capabilities; Many views that cater to your work style; High-level Dashboard view to help plan your day/week **What do you dislike about Copper?** Not much to dislike - more differentiation on side view tabs of what view you're looking at , such as People, Company, Opportunity) **Recommendations to others considering Copper:** See Pros above **What problems is Copper solving and how is that benefiting you?** Tracking events for each client so all team members can see the same information; Easily see where you stand at a portfolio level ### 5. the best tool for work **Rating:** 5.0/5.0 stars **Reviewed by:** Stephanie P. | DESIGNER, Small-Business (50 or fewer emp.) **Reviewed Date:** June 11, 2022 **What do you like best about Copper?** how i can organize my team, and organize the project , these way i can have better results. **What do you dislike about Copper?** i would like more space to write notes, like the issues we have with the projects etc. **Recommendations to others considering Copper:** IS A GREAT TOOL IF YOU'RE LOOKING FOR SOMETHING TO COMMUNICATE AND BE AWARE OF THE PROJECTS **What problems is Copper solving and how is that benefiting you?** the communication with my team, we can know at what point is the project going ### 6. Copper review **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Primary/Secondary Education | Small-Business (50 or fewer emp.) **Reviewed Date:** August 26, 2022 **What do you like best about Copper?** I like that Copper automatically tracks emails I send and received **What do you dislike about Copper?** I would like if Copper tasks could be automatically added to my Google tasks **What problems is Copper solving and how is that benefiting you?** Tracking communications with customers ### 7. Simple, Powerful CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Kayla G. | Founder and CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** January 10, 2022 **What do you like best about Copper?** Copper easily integrates with Google/ Gmail, which is most helpful. Ease of the dashboard is also a huge plus. (I moved from a big, legacy, complicated CRM.) **What do you dislike about Copper?** I wish notes autosaved - have lost a few important notes when drafted and assumed they auto-saved but instead page reloaded and I lost the work. **Recommendations to others considering Copper:** If you're looking for a google-integrated, easy-to-use CRM that enables you to move fast, Copper is a great solution. Onboarding time is minimal (it's intuitive and they've got a nice onboarding UX flow) and it's easy to customize the tool for your needs. **What problems is Copper solving and how is that benefiting you?** Customer management, investor pipeline, industry partnership contacts ### 8. Flexible and Customizable **Rating:** 4.5/5.0 stars **Reviewed by:** David S. | VP of Client Experience, Mid-Market (51-1000 emp.) **Reviewed Date:** June 18, 2020 **What do you like best about Copper?** The G-suite integration is so seamless you start to wonder if Google actually owns Copper. It works without any tinkering of setup and, quite honestly, we wouldn't know what to do if we didn't have it. The Robust API's allow us to integrate all our other platforms and forms and use Copper as the true 'Sales Brain' a CRM is meant to be. Automated e-mail syncing with G-mail also means our salespeople do way less data entry without any additional add-ons and the fees that come with it. It just works natively right out of the box. **What do you dislike about Copper?** My only wish is that they would figure out a way to record txt and Phone Calls with clients as seamlessly as they do e-mail. There is an upgrade to integrate with Ring Central but I'm looking for a system that can work with users phones' without a third-party relationship. **What problems is Copper solving and how is that benefiting you?** The tracking of Sales activity and organizing Sales funnels ### 9. Very usefull and dynamic **Rating:** 4.5/5.0 stars **Reviewed by:** José de Jesús E. | Sales Director, Small-Business (50 or fewer emp.) **Reviewed Date:** March 23, 2022 **What do you like best about Copper?** The compatibility with Gsuite and the synchronizing **What do you dislike about Copper?** It looks like a beta sometimes, and needs to be in other languages **What problems is Copper solving and how is that benefiting you?** That all my sales team knows what everyone is doing ### 10. Copper is an excellent option for Companies using GSuite. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 06, 2022 **What do you like best about Copper?** Easy of integration into all the GSuite modules. **What do you dislike about Copper?** SSO support. We attempted to implement Copper under the Workday SSO but due to the Beta Status of SSO, locking down logins with GSuite passwards stopped us from rolling it out to our smaller team. **Recommendations to others considering Copper:** If you use the Google Suite and don't want the overhead of Salesforce or MS365, Copper is a great alternative. **What problems is Copper solving and how is that benefiting you?** Contact, Account, Pipeline management. ### 11. Love their product! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** June 30, 2020 **What do you like best about Copper?** Super helpful for streamlining your CRM processes and for helping team members to know it as well. Definitely my #1 CRM. **What do you dislike about Copper?** Only thing I would like to see is more customizations for companies and even more options for small businesses **Recommendations to others considering Copper:** none **What problems is Copper solving and how is that benefiting you?** I am trying to make our sales process easier and keeping up with those in our sales process easier. This platform has helped me to navigate that in a very user-friendly way and it's been super helpful! Benefits to this are that it also becomes easier to onboard those on our sales team to this as well. it just makes it easier for any sales department or sales team to execute their plans. ### 12. Great CRM solution for any company. **Rating:** 4.5/5.0 stars **Reviewed by:** Jose S. | Project Manager Program Management Office, Mid-Market (51-1000 emp.) **Reviewed Date:** September 26, 2021 **What do you like best about Copper?** Email integration lets you simply track client interactions and log into email to convert information into account. Essentially, Copper is a convenient extension to your email, but it helps you quickly discover what you need. I like to be able to provide annotations for supporters and to watch what other people do and to learn from their management. **What do you dislike about Copper?** I don't like other team members to have their notes removed. No warranty. It should only be an administrative role. Login for workers to go to Copper for the first time was a little tough. **What problems is Copper solving and how is that benefiting you?** With email templates and integrated email functionality we can rapidly reply to internet leads. We had a really excellent response rate and immediately produced many leads, including some very significant organizations. Furthermore, it is a big contribution to consider a customer account, which allows you to quickly view every email interaction, including notes written after phone conversations and related employee names and contact numbers, including reference materials. It helps me to arrange follow-up and track customer visits, especially if at some point I was not there. I can verify notes for my recollection at the last visit. ### 13. Copper the SMB crm built like an enterprise one! **Rating:** 5.0/5.0 stars **Reviewed by:** Frédéric L. | V, Small-Business (50 or fewer emp.) **Reviewed Date:** March 22, 2022 **What do you like best about Copper?** Easyness. android compatible, all the right feature, easy to fill. able to connect to many application and perfect fit with Google workspace. reporting enhanced like crazy in the last year **What do you dislike about Copper?** Copper is a bit slow, the loading page takes longer then many but you have so much more features **What problems is Copper solving and how is that benefiting you?** Sales process, link between salesman and accounting. reporting commission etc. ### 14. Norton Review **Rating:** 4.5/5.0 stars **Reviewed by:** Norton N. | Realtor, Small-Business (50 or fewer emp.) **Reviewed Date:** August 16, 2022 **What do you like best about Copper?** Google intergration and the convenience that provides **What do you dislike about Copper?** Less specific fields ie birthdays and linking relationships **What problems is Copper solving and how is that benefiting you?** Helping me maintain relationships with clients and track business ### 15. Copper was an effective and easy to use CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Nick H. | Business Development Rep, Mid-Market (51-1000 emp.) **Reviewed Date:** August 23, 2022 **What do you like best about Copper?** The opportunities section helped me with **What do you dislike about Copper?** sales because it held me accountable to move opportunities along the path. **What problems is Copper solving and how is that benefiting you?** Sales organization. ### 16. Simple sales follow up **Rating:** 4.0/5.0 stars **Reviewed by:** Camilo V. | Cloud Consultant, Mid-Market (51-1000 emp.) **Reviewed Date:** May 24, 2022 **What do you like best about Copper?** Graphic interface to move opportunities among stages **What do you dislike about Copper?** Simpler way to follow up on leads (stages) BANT could be useful **What problems is Copper solving and how is that benefiting you?** Keeping track of sales in an orderly fashion ### 17. Great CRM APP **Rating:** 5.0/5.0 stars **Reviewed by:** Anja J. | Manager, operations and business development, Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2022 **What do you like best about Copper?** I like that it's very easy to use. It has a lot of options for different types of views. **What do you dislike about Copper?** There is nothing I dislike currently about this app. **What problems is Copper solving and how is that benefiting you?** It has massively helped us organize our sales streamline the process. ### 18. Very good CRM **Rating:** 4.0/5.0 stars **Reviewed by:** Dilyan G. | Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** November 05, 2021 **What do you like best about Copper?** UI similar to other strong CRMs, so it's easy to adapt. Otherwise it's intuitive, easily connects to email, phone app, calendar, marketing automation and bookings. 100% better than an excel sheet, very good cost-quality relation. **What do you dislike about Copper?** Has some crashes from time to time, but just like the average on the market. Needs to stabilize from bugs, but maintenance is regular and is reaching a competitive level. **What problems is Copper solving and how is that benefiting you?** 1. Pipeline visibility. Nice visuals, easy to understand and chase what is hot on the pipe. 2. Activity registration. As we have Copper linked to our call platform and email everything gets registered automatically. 3. Tasks actually suck, takes too many clicks to set and to put comments. It's easier to program them through the calendar, which is linked. ### 19. Simple or Complex **Rating:** 5.0/5.0 stars **Reviewed by:** Tina S. | B2B Sales, Enterprise (> 1000 emp.) **Reviewed Date:** November 16, 2021 **What do you like best about Copper?** This system can be as simple as you need or as complex as required. Multiple users have the ability to personalize their experience by utilizing filters and quickly switch searches to accomodate various verticals. Also, customer service is amazing. When I have a question I receive an answer (with visuals!!) right away. **What do you dislike about Copper?** I really struggled to come up with something that needs improvement. I would say at this point the reporting could be better but it's not a deal breaker. **What problems is Copper solving and how is that benefiting you?** Well, with Copper, there are few problems. Copper has allowed our team to stay focused on the tasks that are most relevant to closing deals. Personalizing our experience with this platform allows for a fully engaged process. ### 20. Excellent pipeline management **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** September 20, 2022 **What do you like best about Copper?** Integration with gmail is the main reason we use Copper. **What do you dislike about Copper?** No platform is perfect, and having more integration options for auto phone call logging would be nice or native SMS inegration. **What problems is Copper solving and how is that benefiting you?** Managing our pipeline and active members of our organzation ### 21. Copper is a great resource and software tool for businesses **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** May 24, 2022 **What do you like best about Copper?** Utilizing the "People" and "Pipeline" directories to keep track of all contacts, and sales funnel. **What do you dislike about Copper?** The transition period in adopting this software took about a full month to fully feel comfortable using. **Recommendations to others considering Copper:** Highly recommend this software tool for all business development and sales executives. **What problems is Copper solving and how is that benefiting you?** Managing the sales process. Keeping track of potential clients. Email base across our company. Productivity. Efficiency. Organization. ### 22. Great Product!! **Rating:** 5.0/5.0 stars **Reviewed by:** Kevin M. | Sales Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** February 23, 2022 **What do you like best about Copper?** I like the ease of use and some of the thoughtful features, like merging two companies when they were doubled accidentally. I also LOVE the mobile app. **What do you dislike about Copper?** I haven't discovered anything that I dislike at this time and I have been using the app for over 5 months now. **What problems is Copper solving and how is that benefiting you?** Accountability, transparency, and organization are just a few problems that Copper has solved for my team and me. ### 23. Organization at its finest **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** April 01, 2022 **What do you like best about Copper?** Pipeline customizations and interface. I like being able to change the name of the headings. **What do you dislike about Copper?** Visibility of phone numbers and email could be increased **Recommendations to others considering Copper:** A great product with gmail integration that can be customized to fit your organizational needs and keep track of important correspondence in a user-friendly interface. **What problems is Copper solving and how is that benefiting you?** We are a growing company and a small team handling more and more leads. I frequently reference my notes in Copper to refresh myself on call details and make sure what I say to people is consistent. ### 24. Highly Robust and Economic CRM! **Rating:** 4.5/5.0 stars **Reviewed by:** Prashant C. | Account Development Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** December 08, 2021 **What do you like best about Copper?** There are multiple good points- Cross compatibility and integration with other software suites, highly customizable experience, and being an economic CRM solution **What do you dislike about Copper?** Reporting and Analytics could use a good upgrade; filtering and extracting data is a skill that takes time to master; although that is being fixed slowly, needs more work in that department **Recommendations to others considering Copper:** If you are looking for a low-cost solution that has features like an email tracker and functions well with other software suites like the g suite etc, just go for it **What problems is Copper solving and how is that benefiting you?** Sales Enablement has been more easily accessible, Productivity of Sales team has increased, and more opportunities are getting closed now as this offers excellent tracking of lead stages and activities like opening of sent emails by clients, above all the integration and extensions available for this CRM are the best even beating some high priced alternatives ### 25. Great Functionality & Ease of Access; Client, Not Property Oriented **Rating:** 4.0/5.0 stars **Reviewed by:** Shannon B. | Vice President, Small-Business (50 or fewer emp.) **Reviewed Date:** May 24, 2022 **What do you like best about Copper?** The interface was very user-friendly. The pipeline / opportunities section was great for managing deals for real estate. **What do you dislike about Copper?** It was difficult to customize for property related matters. **Recommendations to others considering Copper:** If you are not dealing with property specific tracking, Copper is great. Ideally for tracking clients. **What problems is Copper solving and how is that benefiting you?** Managing clients was made easier through Copper along with tracker interactions and emails with clients. ### 26. CRM dynamic and usefull **Rating:** 3.5/5.0 stars **Reviewed by:** Karla R. | PR Director, Small-Business (50 or fewer emp.) **Reviewed Date:** March 24, 2022 **What do you like best about Copper?** The interface and the connectivity it has with my email account and all mails I send, I love how they synchronize **What do you dislike about Copper?** Maybe the mobile interface, sometimes it´s slow and not functional **Recommendations to others considering Copper:** Good option if you manage Gsuite **What problems is Copper solving and how is that benefiting you?** To be inform of everything my partners do, leads, mails, adding contacts, etc ### 27. Recomendation **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** April 27, 2022 **What do you like best about Copper?** Integration with Gmail makes my live easier. **What do you dislike about Copper?** I miss more drag and drop options to make the tool more user friendly **Recommendations to others considering Copper:** If you are looking for CRM and using Gmail, this is your tool! **What problems is Copper solving and how is that benefiting you?** All the information related to a contact or company is in one place without having to use extra time to get it. Fantastic! ### 28. Great Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Education Management | Mid-Market (51-1000 emp.) **Reviewed Date:** January 27, 2022 **What do you like best about Copper?** I really like the layout of copper and all the functionalities with extensions like aircall for instance. Also a great benefit is the chance to put in several tags to filter leads in categories ( seller, country, etc) **What do you dislike about Copper?** WHat i really dislike is the fact that there is no possibility to put companies in relation. There is no chance to create a parent account and attach al companies which belong to this parent account/company. **Recommendations to others considering Copper:** Keep put the good work and implent some option to create parent accounts/companies **What problems is Copper solving and how is that benefiting you?** Convertion from leads to companies and opportunities is really simple and easy to handle. I also appreciate the simplicity of opportunity dashoboards to see everything on first sight ### 29. Copper has been simple to use and convenient for monitoring emails and creating tasks **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** May 31, 2022 **What do you like best about Copper?** The ability to create pipelines based on specific needs or industries **What do you dislike about Copper?** I would like to be able to link projects in multiple pipelines but thats not an option **Recommendations to others considering Copper:** If you're looking for a simple CRM copper is definitely the way to go! **What problems is Copper solving and how is that benefiting you?** Managing multiple projects by single orginazations. Keeps contacts and documents seperate. ### 30. Cooper is a great resource to have all documents and data in one place. **Rating:** 5.0/5.0 stars **Reviewed by:** Jenn I. | Recruiter, Small-Business (50 or fewer emp.) **Reviewed Date:** May 24, 2022 **What do you like best about Copper?** Cooper has helped in many ways to keep track of candidates and all of their information. Also being able to integrate JustCall and use it all in one place. **What do you dislike about Copper?** We do not dislike anything about copper. It has helped us tremendously. **What problems is Copper solving and how is that benefiting you?** Copper has helped us stay organized in keeping all of our data in one place. ### 31. Very Impressed with Copper **Rating:** 5.0/5.0 stars **Reviewed by:** Chelle A. | Catering Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** November 09, 2021 **What do you like best about Copper?** I appreciate the ability to create our own pipeline. As our company grows we have had to adjust our pipeline accordingly and with Copper that's been easy thankfully. **What do you dislike about Copper?** In the "Opportunity" screen, I would love to have more options to personalize each opportunity. We'd like the card itself to have more info for our catering business. **Recommendations to others considering Copper:** This works great if you need to get a grasp on a larger picture workflow for your business. The customizability is very helpful also so each company can make it to suite their needs. **What problems is Copper solving and how is that benefiting you?** We use the "Opportunity" screen most with Copper. We are organizing catering opportunities by closing date and finalizing details for their event and catering needs. ### 32. Copper is the most email friendly CRM on the market, period. **Rating:** 5.0/5.0 stars **Reviewed by:** Eric S. | CRO, Small-Business (50 or fewer emp.) **Reviewed Date:** April 10, 2022 **What do you like best about Copper?** Easy to navigate UI and its integration with Gmail. **What do you dislike about Copper?** We don't do cold calls but if we did I'd like a a built-in VOIP product. **Recommendations to others considering Copper:** N/A **What problems is Copper solving and how is that benefiting you?** We are solving the problem of not having insight into our sales process. ### 33. Strong product and still learning how to use the time saving tools **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** February 23, 2022 **What do you like best about Copper?** I love the automation. It's been a helpful tool in setting reminders and making sure I am following up with contacts. The support is great in helping you understand how to use their available tools properly. **What do you dislike about Copper?** Reporting is hard to understand how best to export the data. Some times it feels like you need to add in extra fields on records to make them more robust. **What problems is Copper solving and how is that benefiting you?** This is great for project tracking and data reporting. I realized automating the process in following up allows me to have a higher close ratio, and opens me up to creating new opportunities. ### 34. Copper Review **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Wholesale | Small-Business (50 or fewer emp.) **Reviewed Date:** November 09, 2021 **What do you like best about Copper?** I use the Customer, People, and the Task features. It helps me organize my trips to visit customers and keep current on tasks. **What do you dislike about Copper?** I don't like that the activity type defaults to phone call. I would like to be able to set the default. I would also like to set a certain time of day as a default and unable to do so. It would be great to be able to add document to specific tasks instead of just the Customer. I do not need the lead and opportunities in my business and would like to be able to hide those feature if I want. Sometimes it confuses my new team members. **Recommendations to others considering Copper:** I have already recommended Copper to others and would do it again **What problems is Copper solving and how is that benefiting you?** Some of the key benefits is being able prepare my customer visits and map link that takes me right to them. The task feature helps me do followups and make sure things are not falling through the cracks. I utilize it to pull data to spreadsheets so I can them manipulate the information for my needs. ### 35. Great system! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** June 22, 2022 **What do you like best about Copper?** Ability to link systems and integration together. **What do you dislike about Copper?** While the dashboard is easy on the eyes, it can be a little daunting initially. **What problems is Copper solving and how is that benefiting you?** It gives our team the ability to see what everyone is doing and what has been completed. ### 36. Excellent CRM software, highly customizable. **Rating:** 4.5/5.0 stars **Reviewed by:** Manuel A. | Senior Project Manager, Enterprise (> 1000 emp.) **Reviewed Date:** August 23, 2021 **What do you like best about Copper?** As a result of our team's rapid and painless adoption of Excellent CRM, Copper, we now have a comprehensive database of all our contacts and a more efficient workflow. As a result of its connection with Gmail, we're able to save time and stay in touch with our A very essential feature are the alerts, which aren't available on all systems. Thanks to gmail direct function, we've been able to improve our sales **What do you dislike about Copper?** When working from the inbox that is complimented by google chrome, it might be problematic. Only a few times has this happened to us. It doesn't stop us from working, but we can't let it go because importing information takes a long time. They should update and enhance this wonderful tool for better performance. It does not impede the system's usage, but it must be improved in order to give greater diversity and breadth of its services. **Recommendations to others considering Copper:** In terms of CRM, Copper can help you get better results. Easy to use, full and powerful. The reports are quick, saving you a lot of time. While we benefit from its real-time data, it will also benefit you by allowing us to better manage clients who are more interested It's important to note that the tools it provides us with are quite diverse, and its sales function is excellent **What problems is Copper solving and how is that benefiting you?** It is true that there are alternative systems that give a bit more than Cooper CRM, but because it is so easy to use, we prefer it because it allows our staff to work more simply and enjoyably, resulting in better As a result of its mobile application, all of us can continue working even when we are not in the office or during working hours. It contains everything we need to complete our jobs, we have an effective follow-up, and we enhance our marketing efforts, resulting in more As well as its ability to integrate with Gsuite, it also allows for A comprehensive CRM. ### 37. I love the flexibility of Copper. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** April 04, 2022 **What do you like best about Copper?** My favorite part is being able to share contacts with other team members and us being able to see contact history even when working with other team members. **What do you dislike about Copper?** The gmail add-on doesn't always work, and I do get authentication issues pretty regularly. It works frine from the dashboard on a new tab though. **What problems is Copper solving and how is that benefiting you?** I'm able to create and share contact lists with multiple team members and I'm loving the use of pipelines to track work progress. ### 38. Excellent CRM, Flexible and customizable. **Rating:** 4.5/5.0 stars **Reviewed by:** Darlene V. | Project Manager, Clinical Supplies, Enterprise (> 1000 emp.) **Reviewed Date:** August 18, 2021 **What do you like best about Copper?** Copper most beneficial feature for me is how well it integrates with my Gmail account. As far as personalization goes, the possibilities are almost limitless. Getting help from them is rapid, easy to understand, and frequently instructive. Some formulae make it easy to establish a ticketing system. Reporting features offer a wealth of information about individual pipelines and types of organizations. **What do you dislike about Copper?** Copper has yet to disgust me in any way. Having tested everything from a bespoke CRM to Salesforce and Microsoft Dynamics, Copper is by far the easiest to use. Some of the help items should be improved, especially for the older features, as well as with the explanations and photos. However, the support crew more than makes up for that. **Recommendations to others considering Copper:** Try out the free trial version and involve the individuals who will maintain the backend so that they understand how it works right from the start. There is no need to think twice if you work remotely. It's the easiest CRM to use, and everything is under your control without any effort on your part. How you can work as a team in Copper, how you can keep track of your duties, how you can monitor your e-mail and phone messages and so on **What problems is Copper solving and how is that benefiting you?** Communication amongst co-workers using Copper is proving to be a challenge. Everyone is aware of what's going on and can be reminded / assigned tasks fairly simply, because everyone is in the know. Since we all work remotely, we can't afford to go down the hall and ask a question. Profitability of new promotional campaigns, quality monitoring of entries, and input consultation. After using it and impulse more, I begin to see other follow-up forms or inventive ways as possibilities. ### 39. it's been good, I just wish you could search through specific clients by specific phrases or words **Rating:** 4.0/5.0 stars **Reviewed by:** Sarah C. | tax accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** May 25, 2022 **What do you like best about Copper?** that you can have access to all of the clients correspondence and not have to request from other coworkers **What do you dislike about Copper?** that you can't search specifically by client by phrase or word **What problems is Copper solving and how is that benefiting you?** being able to look back and see if a question I have has already been answered in previous emails ### 40. I found Copper to be less attractive than it was in the demo **Rating:** 0.5/5.0 stars **Reviewed by:** Verified User in Music | Small-Business (50 or fewer emp.) **Reviewed Date:** June 12, 2022 **What do you like best about Copper?** google sync with the chrome app is useful and mail... useful **What do you dislike about Copper?** support, work in general is cehotic, very hard to navagate... **Recommendations to others considering Copper:** understand if this really solves your problem before getting the expsinev plan **What problems is Copper solving and how is that benefiting you?** Lack of crm in our own systems **Official Response from Melanie Raffa:** > Hi there, Thank you for taking the time to share your feedback. I’m sorry to hear your Copper experience hasn’t met your expectations. You included “support” in the dislike section. How can we improve support based on your experience? Appreciate your thoughts and all the best, Melanie at Copper ### 41. Copper Makes My Life Easier **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** January 21, 2022 **What do you like best about Copper?** I love the daily morning updates of what I have on my schedule for that day, including meetings and tasks that are due. **What do you dislike about Copper?** I don't love the default view of Copper in my email. It is a bit intrusive, and I have to deselect it each time I open my email. **What problems is Copper solving and how is that benefiting you?** I have always had a hard time keeping track of the items in my calendar for the day. The electronic reminders never worked that well for me. But with Copper, reminders come to me as an email, and I love it. That works for me so much better. I am finally staying on top of my TODO list! ### 42. Excellent CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Andrew K. | Project Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** January 17, 2022 **What do you like best about Copper?** Simplicity combined with robustness. The UI is clear and organized, yet the tool itself is robust in functionality. The integration with G-suite is also an incredible value-add for any team where gmail is the standard. **What do you dislike about Copper?** I have no negative feedback about the tool. **What problems is Copper solving and how is that benefiting you?** The integration with Gmail helps our remote team (people all over the country) stay organized on all communication with any client. This decreases organizational inefficiency and increases our customer service. ### 43. Great CRM with Google Workspace integration and continual development **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** June 03, 2022 **What do you like best about Copper?** The continuous development and the flexibility to customise to my needs **What do you dislike about Copper?** Limited native reporting functionality on activities / notes - however, these are covered by the reports I can generate with the google sheets add-on **What problems is Copper solving and how is that benefiting you?** Keeping my customer database organised and generating insights ### 44. New user - happy with experience **Rating:** 5.0/5.0 stars **Reviewed by:** Dani D. | Associate Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** March 16, 2022 **What do you like best about Copper?** It is easy to navigate and it has good visuals to track projects and tasks. **What do you dislike about Copper?** The integration with google drive could be improved on. **What problems is Copper solving and how is that benefiting you?** We are using this as a CRM for a financial advising firm. It is beneficial to keep all advisors on the same page. ### 45. Copper is the first CRM System I've used in my life and it's seemless and smooth! **Rating:** 5.0/5.0 stars **Reviewed by:** Ali Thabit K. | Communication Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** December 28, 2021 **What do you like best about Copper?** I like the integration with Gmail. Makes it much simpler and easier to upload information without having to do the manual work. **What do you dislike about Copper?** At times it can be complicated. A simpler version would be useful as at times it can be hard getting others to know where to go look. **Recommendations to others considering Copper:** Use Youtube to learn how to use it **What problems is Copper solving and how is that benefiting you?** Customer information. It is beneficial as I use the information to create customer profiles. Seeing how these customers are interacting with the organization is great. ### 46. I love COPPER **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Apparel & Fashion | Small-Business (50 or fewer emp.) **Reviewed Date:** February 27, 2022 **What do you like best about Copper?** 1. I have the history of all the communication with all my key customers. 2. The to-do list, the daily schedule, 3. Integration with my GMAIL. 4. All thread & notes at one place **What do you dislike about Copper?** I don't like the fact that each seat costs $400 dollars. I wish there were more free integrations with LI. **What problems is Copper solving and how is that benefiting you?** I manage my pipeline really well with COPPER, and I have the bird's eye view of how all the my business and the closing dates. I can view the dollar value of the business too. ### 47. It's ok in general. I think the export capabilities/views could be improved. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Electrical/Electronic Manufacturing | Mid-Market (51-1000 emp.) **Reviewed Date:** November 09, 2021 **What do you like best about Copper?** Integration with Pandadoc on a side bar is interasting. Capability to perform integration with other tools such as Slack and gsheet. **What do you dislike about Copper?** Slow navigation between pages. Sometimes confusing interfaces (I'm I in the lead page vs opportunities vs company vs contact). Would be interesting to be able to color code opportunities. **What problems is Copper solving and how is that benefiting you?** Centralization of leads. ### 48. Very useful and constantly improving **Rating:** 4.0/5.0 stars **Reviewed by:** Lisa S. | M, Small-Business (50 or fewer emp.) **Reviewed Date:** October 22, 2021 **What do you like best about Copper?** We have been using Copper to manage our contacts for three years, it is effective for managing both leads and existing contacts. There are many useful tools to keep track of progress for our students and ensure they are contacted at the right times. The email tracking is very useful. **What do you dislike about Copper?** Before upgrading we had 30 bulk emails a month but only 1 a day, it would have been easier to have been able to use those 30 emails at any point across the month as sometimes we needed to send more than one bulk email in a day but had to use a different platform to do so! **Recommendations to others considering Copper:** Trial first and speak to the advisors to get the most out of it. **What problems is Copper solving and how is that benefiting you?** We are able to track the progress of our students more easily and see how our intake is from month to month year to year - we definitely could use more of the tools however need the time and resources to do so. ### 49. Time organizer tool **Rating:** 5.0/5.0 stars **Reviewed by:** Andre M. | sales, Small-Business (50 or fewer emp.) **Reviewed Date:** January 10, 2022 **What do you like best about Copper?** Follow ups on non-closed deals, email tracking, and call tracker. I use Gsuite, so integration I tight **What do you dislike about Copper?** The dashboard is a little plain but other then that i am completely satisfied **Recommendations to others considering Copper:** If you need an easy-to-use, affordable, and Gsuite compatible CRM, Copper is by far the best and easiest to use and administer. **What problems is Copper solving and how is that benefiting you?** I used this mainly as a sales pipeline tool so that i could go back and track lost potential sales ### 50. 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. ## 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?coupon_code=customerreferral10&page=7&partner_key=JeanFran%C3%A7oisTOURELpage%2F2%2F&utm_c2525252520ontent2525252520ontent%5B2525252520ontent%5D=88677939&utm_medium%C3%A2%E2%82%AC%C2%A6=undefinedpage%2F13%2F&utm_medium%E2%80%A6=undefined§ion=pricing&secure%5Bexpires_at%5D=2026-05-29+16%3A32%3A41+-0500&secure%5Bsession_id%5D=a5a90f72-f92a-423f-b217-56307aa2326d&secure%5Btoken%5D=7efb6c405130f1546608c2431eb81624aad66e4911f15c7e0a21401e2f5b9b84&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 **Marketing Automation** - Email Marketing - Lead Management **Customization** - Custom Fields - 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 **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics **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 **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Predictive Analytics** - Lead Scoring - Opportunity Scoring - Live Forecasting **Customizations** - Email Platform Integration - Email Scheduling - Notifications - Email Categorization - Templates **Personalization** - Custom Reports - Dashboards **Generative AI** - AI Text Generation **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support **Sales Management** - Live Pipeline Management - Sales Gamification - Account-Based Analytics - Activity Tracking **Administrative** - Integration - Behavior Monitoring **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications **Generative AI** - AI Text Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top Copper Alternatives - [Nutshell](https://www.g2.com/products/nutshell/reviews) - 4.3/5.0 (1,403 reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) - 4.3/5.0 (3,000 reviews) - [Freshsales](https://www.g2.com/products/freshsales/reviews) - 4.5/5.0 (1,196 reviews)