Copper helped me stay on top of all my contacts, relationships, and processes in a startup endeavor. It is beneficial that it syncs with my gmail account! I've just upgraded for even more usefulness. Another helpful feature that sets it apart from others is the ability to have multiple customizable pipelines. Review collected by and hosted on G2.com.

The pricing for Copper can be a bit expensive but seems comparable to other similar CRM software. The app can feel a bit complex, even overwhelming, when you first start to use it but it is necessary to capture all the parts and relate them together. Once you get familiar with it, it becomes quite easy to navigate. Review collected by and hosted on G2.com.

relationship management is super easy. Easy to access all communications and deals from anywhere in google. The pipeline view is very nice as well compared to our previous CRM. It's easy to see everything we have going on at once. Review collected by and hosted on G2.com.

It would be nice if there were more report generating features. Many of our reports don't give us an accurate week by week view of deals confirmed and won. It would be nice if the mobile app could integrate with the google phone apps. Since I have a google phone, it would be nice if google could implement copper into more of their mobile platforms as well. Review collected by and hosted on G2.com.

Tracks leads and opportunities efficiently. Allows you to set tasks accordingly, and set automated tasks based on the stage of each lead/opportunity. Access to invoices and files is quick, easy and convenient. Navigation moves quickly for the most part. Review collected by and hosted on G2.com.

If I open a new tab and start typing in the search bar it bumps me down to the nearest text box (log an activity/note most of the time). Copper can't keep up with me in this regard and I wish it could.

The "plus" sign next to "files" in leads/people/opportunities/companies has disappeared. You can still click where it should be and it will function the same, but it is confusing for new users.

Copper doesn't always recognize duplicate leads/people, which is often annoying.

Again, these are nitpicky items but thought I should bring them up. Review collected by and hosted on G2.com.

I appreciate the online chat help. When I run into issues, it is nice to know someone is there to help me. Review collected by and hosted on G2.com.

It's plethora of features are not necessarily easy to use. There is a steep learning curve. Review collected by and hosted on G2.com.

The ease of finding a contacts information Review collected by and hosted on G2.com.

Sometimes it takes a minute to research information entered. Review collected by and hosted on G2.com.

We are very pleased with the account management staff and strive to make sure that using the platform is as rewarding as possible. Copper reduces onboarding new customers manually, through a Gmail message or by using a template and collating a large repertoire. Copper is a CRM system that is easy to use and has the ability to generate custom fields, multiple workflows, sales stages, etc. It is really customizable and has a less complex nature compared to other CRMs I have used before. The Google embedding and Chrome extension automatically monitors and updates marketing and marketing jobs that are within the CRM. Data entry is simpler. Review collected by and hosted on G2.com.

I like using copper and there is no way to think of another adversity since going live. We were not able to merge properly with RingCentral, however this is not a big issue. Copper automatically performs information gathering on people and their images when people do an internet search. Sometimes this information is not correct. Review collected by and hosted on G2.com.

It's great that it connects straight into Google Workspace, that was why I originally signed up for it in the beginning. Review collected by and hosted on G2.com.

#1 - They very shadily and unethically lock you into an annual contract despite signing up for a monthly plan. They won't provide any type of reasonable customer service or support at all when you go to cancel because the functionality and value of the system is nowhere near the high cost. Finally, they will point out that buried in their Terms of Service (!) is where you will be notified that you're actually on a contract for a full year.

So at this point, I'm apparently stuck paying $500 USD for 4 months for a tool I'm no longer using that is bringing me no value because we switched to a much more powerful and affordable CRM.

The way that their sign up process is mimics almost every other tech products (ex. sign up free, no credit card required, etc.) but beware...

#2 - When I was getting *some* value when we were using it, it was incredibly complex and clunky to set up the connections and automations. I was constantly dealing with tech support and it ate up a lot more of my time than I expected. Again, this was nowhere near worth the high price you're paying per month for the system, especially when you compare it to so many other systems.

#3 - I have honestly never dealt with a company that sets their terms in this way and then also provides such horrible customer support for someone that has invested a significant amount of money with them. Instead of trying to find a solution and providing some type of reasonable options for a resolution, just saying no and then essentially ignoring you. I truly hope they make their terms, support and sign up practices more clear because as you can see from the reviews, I'm not the only one who's been duped and had issues with this. Unforunately, it seems like they say they do, but continue to operate the same.

Please go choose a different CRM, you'll be much happier and have more money in your bank. Review collected by and hosted on G2.com.

Copper keeps track of all correspondence with your customers. It also sends you reminders via email and allows you to email your work colleagues. The layout is very user-friendly, and the information is accessible. Review collected by and hosted on G2.com.

There are lag times when the correspondences are not recorded, and that is frustrating because you always expect it to be there. We've also had some syncing issues with Just Call but that seems to have been resolved. Review collected by and hosted on G2.com.

Copper is great and multi-functional, within my organization, it is used for prospecting, customer relationship management support, channeling and tracking sales opportunities with prospects, among other things that promote customer satisfaction and efficient growth of our business. If we talk about the user interface, Copper has very intuitive and easy to use; our adoption process of the software has taken very little time, and we have started to take advantage of its features and capabilities quickly. I also love how organized the software is, and being able to find all the information from quotes, manifests, and invoices within each of our customer's accounts is a factor that makes our job much more manageable. Review collected by and hosted on G2.com.

What I dislike least about Copper is its limitation in integrating with several third-party tools and performing specific automation that would help us save time and effort. I also think that customer service should be improved. Review collected by and hosted on G2.com.

Ease of use; Google apps integration; GMail integration Review collected by and hosted on G2.com.

Some of the reporting/filtering is not as advanced as competitive products. Review collected by and hosted on G2.com.