Copper logo

Copper

by Copper · Since 2012
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ActiveAvailable globallyCloudFree tier
Quick facts
VendorCopper
Year launched2012
StatusActive
LocationUNITED STATES OF AMERICA
Countries servedGlobal
Languages7
Integrations9+
Free tierYES
Free trialYES
Contact salesN/A

About Copper

Copper is a CRM software from Copper designed for Google Workspace. It combines Google Workspace CRM, contact organization, and lead tracking so users can work directly within Gmail and Calendar without interruptions. Trusted by over 30,000 companies, Copper integrates with existing Google apps, allowing teams to maintain their current workflow while managing customer relationships. This approach benefits organizations by reducing the need to switch between applications, thereby improving efficiency. Key capabilities: Google Workspace integration contact organization lead tracking deal management Gmail integration Best for: businesses of all sizes that need a CRM solution integrated within Google Workspace.

Copper BY Copper Software is a highly effective Customer Relationship Management (CRM) tool designed to streamline customer interactions and enhance business productivity, particularly for small to medium-sized businesses. It stands out for its seamless integration with Google Workspace, which makes it an ideal choice for teams that heavily rely on Google’s suite of tools. Key features of Copper include automated data entry, task management, pipeline visualization, and comprehensive reporting and analytics, all of which contribute to its effectiveness in managing customer relationships. The user interface of Copper is clean and intuitive, aligning well with the design aesthetics of Google Workspace. The dashboard offers a straightforward layout that makes navigation easy even for new users. Unique design elements, such as drag-and-drop functionality for pipeline management and real-time updates, significantly enhance the overall user experience. Furthermore, the integration with Gmail allows users to manage CRM tasks directly from their inbox, which reduces the need to switch between applications and streamlines workflow. Copper offers a wide range of functionalities that cater to various aspects of customer relationship management.

Pros & Cons

Pros
  • Copper allows users to personalize their CRM extensively with additional fields, drop-downs, and other elements. This flexibility adapts the system to specific needs.
  • New fields can be added "on the fly," enabling users to adjust the CRM quickly as their needs evolve.
  • The pre-sales process boasts knowledgeable and readily available live support from salespeople.
  • Streamlined pipeline management includes moving cases between stages, assigning owners to leads and opportunities, and integrating with Slack for better team communication.
Cons
  • After the sale, live support seems to diminish, with users relying on submitting tickets or using online tutorials. Reliance on a "partner community" for troubleshooting might not be ideal.
  • While not explicitly mentioned, tiered membership structures might force users to upgrade the entire team to access functionalities needed by a few members, leading to cost concerns.
  • Reports might be intricate, requiring users to switch between pipelines instead of offering a consolidated view (at least in some membership tiers).

Features

Key features

Security & Controls
Integrations
Customizability
Collaboration & Automation
Communications & Marketing
Account & Contact Management
Sales Management

Additional features

Google Workspace Integration
Automated Data Entry
Task Management
Pipeline Management
Contact Management
Reporting and Analytics
Mobile Access
Email Tracking
Customizable Workflows
Lead Management
Opportunity Management
Collaboration Tools
Document Storage
Calendar Sync
Custom Fields
Activity Tracking
Sales Forecasting
Role-Based Permissions
API Access

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

Global
Countries served
7
Interface languages
19
Billing currencies

Interface languages

GermanEnglishFrenchItalianJapaneseDutchSpanish

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇦🇺AUD🇨🇦CAD🇯🇵JPY🇨🇭CHF🇸🇬SGD🇳🇿NZD🇭🇰HKD🇮🇱ILS🇸🇪SEK🇳🇴NOK🇩🇰DKK🇿🇦ZAR🇲🇽MXN🇲🇾MYR🇵🇱PLN🇷🇺RUB

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