Copper
Category
Description
Copper CRM, tailored for Google Workspace users, stands out as a relationship-centric solution aiming for simplicity and user-friendliness compared to traditional CRMs. Its core values prioritize seamless integration with Gmail and other Google Workspace tools, reducing onboarding and training needs. The platform emphasizes fostering strong customer connections over mere data management and provides customization options for diverse sales processes. Noteworthy features include tight integration with Google Workspace tools, consolidated contact and opportunity management, visual pipelines for easy deal monitoring, automation tools for time-saving tasks, and robust reporting and analytics for insights into sales performance and customer relationships.
Key Features
Top 5 Key Features of Copper: Building Relationships, Not Just Data
Copper CRM stands out amongst the crowd by prioritizing relationship building and collaboration over just managing data. Here are its top 5 key features that showcase this unique approach:
Seamless Google Workspace Integration
No switching between tools: Access and update CRM information directly from Gmail, Calendar, and other Google apps.
Streamlined workflows: Send emails, schedule meetings, and share documents directly from Copper, saving time and reducing context switching.
Centralized communication: Track all customer interactions across Google Workspace, providing a holistic view of relationships.
Relationship-Focused Contact Management
Go beyond names and numbers: Enrich profiles with social media details, interests, and preferences for personalized interactions.
Automatic insights: Stay updated with news and mentions of your contacts in the media and online sources.
Relationship stages: Map your journey with each contact, identifying opportunities to deepen connections and drive value.
Visual Pipeline Management
Drag-and-drop ease: Organize leads and deals into customizable stages, providing a clear overview of your sales pipeline.
Real-time updates: Track progress as deals move through stages, and adjust strategies based on data-driven insights.
Team visibility: Foster collaboration by keeping everyone informed about the status of each deal within the pipeline.
Collaborative Workflow Automation
Save time on repetitive tasks: Automate data entry, email follow-ups, and other routine processes.
Focus on high-value activities: Free up your team’s time for building relationships and closing deals.
Standardize communication: Ensure consistent quality and messaging across all customer interactions.
Actionable Reporting and Analytics
Go beyond dashboards: Gain deeper insights into customer behavior, sales performance, and team activity.
Identify trends and patterns: Make data-driven decisions to optimize your sales strategy and improve customer relationships.
Shareable reports: Keep stakeholders informed with clear and concise reports that highlight key metrics.
Bonus Feature: Built for Google Workspace Users
Intuitive interface: Designed specifically for the Google Workspace ecosystem, Copper feels familiar and easy to learn.
No complex setup: Integrates seamlessly with existing Google tools, minimizing onboarding and training time.
Cost-effective pricing: Scalable plans tailored to the needs of Google Workspace users.
By focusing on these key features, Copper goes beyond traditional CRM functionalities and empowers businesses to cultivate lasting relationships with their customers. It’s clear that Copper is not just managing data, but actively building a platform for sustainable growth through strong customer connections.
Basic
$23/user/mo
billed annually
- 2,500 Contact limit
- Google Workspace Integration
- Pipelines
- Contact enrichment
- Team collaboration
Professional
$59/user/mo
billed annually
- Everything in Basic
- 15,000 Contact limit
- Workflow automation
- Bulk email and templates
- Reporting
- Integrations with your favorite tools
Business
$99/user/mo
billed annually
- Everything in Professional
- Unlimited contacts
- Website tracking
- Email sequences and drip campaigns
- Lead scoring
- LinkedIn integration
Top 10 Alternatives for copper
Zoho CRM
Unique Feature: AI-powered lead scoring and social insights to predict customer behavior and prioritize outreach.
Why Consider: Affordable AI power for small businesses, offers intuitive interface and diverse integrations with other Zoho products and popular tools.
HubSpot CRM
Unique Feature: Free forever plan with basic CRM features and marketing automation tools.
Why Consider: Excellent for inbound marketing and lead generation, user-friendly interface, and strong focus on customer satisfaction.
Salesforce Sales Cloud
Unique Feature: Highly customizable platform with a vast ecosystem of apps and extensions.
Why Consider: Scalable solution for large enterprises, robust reporting and analytics capabilities, and global reach.
Pipedrive
Unique Feature: Visually appealing pipeline interface with gamification elements to boost sales motivation.
Why Consider: Ideal for sales-focused teams, simple and intuitive interface, and strong mobile app.
Nutshell
Unique Feature: Easy-to-use interface with built-in email and calendar integration.
Why Consider: Affordable option for small teams, excellent customer support, and focus on user experience.
Keap
Unique Feature: Built-in landing page builder and email marketing automation tools.
Why Consider: Good fit for businesses with a strong marketing focus, all-in-one platform for sales and marketing automation, and affordable pricing.
Freshsales CRM
Unique Feature: AI-powered sales assistant that provides contextual recommendations and insights.
Why Consider: Built-in phone and email functionalities, AI-powered features for automation and efficiency, and good value for price.
BIGContacts
Unique Feature: Powerful contact management features with extensive data enrichment capabilities.
Why Consider: Ideal for businesses with large contact databases, strong focus on data accuracy and segmentation, and multiple plan options to suit different needs.
Agile CRM
Unique Feature: Open-source CRM platform with customizable code and on-premise deployment options.
Why Consider: Highly customizable platform for developers and tech-savvy users, affordable open-source model, and good community support.
Monday.com CRM
Unique Feature: Flexible and visual project management interface with built-in CRM functionalities.
Why Consider: Ideal for visual teams and collaborative workflows, integrates with various tools and services, and offers a free plan for small teams.
Compare Copper with Similar Products
Pricing
- Copper: Starts at $23/user/month (Basic) with seamless Google Workspace integration and a focus on relationship management. Ideal for small businesses and Google Workspace users.
- Zoho CRM: Free Forever plan with limited features, paid plans start at $14/user/month (Standard) with AI-powered lead scoring and diverse integrations. Budget-friendly option for small businesses.
- HubSpot CRM: Free Forever plan with basic CRM functionalities, paid plans start at $45/user/month (Professional) with powerful marketing automation tools. Excellent for inbound marketing and lead generation.
- Salesforce Sales Cloud: Most expensive, starts at $25/user/month (Essentials) with robust features and customization options. Best for large enterprises with complex sales processes.
Efficiency
- Copper: Workflow automation, Google Workspace integration, action-oriented reporting for efficiency. Easy-to-use for small teams.
- Zoho CRM: AI-powered automation, customizable dashboards, bulk actions for streamlining tareas. Feature-rich but can be overwhelming for some.
- HubSpot CRM: Drag-and-drop email sequences, landing page builder, marketing automation for boosting lead generation. Strong marketing focus, limited core CRM functionalities.
- Salesforce Sales Cloud: Customizable workflows, advanced lead scoring, process builder for complex sales processes. Scalable and powerful, but requires a significant learning curve.
Choose Copper if:
* You’re a small business or Google Workspace user on a budget.
* You prioritize efficiency through simple automation and reporting.
* Easy-to-use interface is crucial for your team.
Choose Zoho CRM if:
* You need a cost-effective option with AI-powered tools.
* Diverse integrations and bulk actions enhance your workflow.
* Feature-rich platform doesn’t intimidate your team.
Choose HubSpot CRM if:
* Your focus is on generating leads through email sequences and landing pages.
* You’re comfortable with a limited core CRM for budget constraints.
* User-friendly interface and marketing automation are key priorities.
Choose Salesforce Sales Cloud if:
* You’re a large enterprise with complex sales processes requiring high customization.
* Advanced lead scoring and process automation are essential for your data-driven approach.
* You have the budget and resources for a powerful platform with a steeper learning curve.
Choosing the Winner:
Ultimately, the best CRM depends on your needs and budget. Consider:
Team size and complexity: Choose a simple CRM for small teams or a powerful platform for large enterprises with complex sales processes.
Budget: Opt for affordable options like Zoho or HubSpot if cost is a concern.
Integrations: Ensure the CRM seamlessly connects with your existing tools and services.
Bonus Tip: Try free trials or demos before committing to fully understand which platform works best for you.
By carefully weighing your needs and evaluating these options, you’ll be well-equipped to choose the CRM that empowers your team and fuels your business growth.
Setup and Installation
Reviews
Here's what community has to say about Copper.
How Fast and Versatile Is Technical Support Across Email, Chat, and Phone?
While users generally praise Copper’s CRM platform itself, its technical support has received mixed reviews. Here’s a breakdown of what users say about Copper’s support in terms of response time, availability of channels, and overall experience:
Response Time:
Mixed: Some users report quick and helpful responses to their queries, often within a few hours during business hours.
Others: Experience longer wait times, up to a day or two, depending on the complexity of the issue and time zone differences.
Availability of Support Channels:
Limited channels: Currently, Copper offers support primarily through email and live chat within the app.
No phone support: Users who prefer phone support may find this frustrating, especially for urgent issues.
Chat availability: Limited to business hours (Monday-Friday, 9 AM – 5 PM PST) which might not be convenient for users in different time zones.
Overall Experience:
Positive: Many users appreciate the helpfulness and friendliness of the support team, even if wait times can be longer.
Negative: Some users express frustration with slow response times and the lack of phone support, particularly for larger enterprises with complex needs.
Here are some additional points to consider:
Copper offers a comprehensive Help Center with detailed articles and resources that might answer your questions without needing to contact support.
They also have a strong online community forum where users can share tips and troubleshoot issues with each other.
It’s worth noting that Copper is a growing company, and they are constantly working to improve their support infrastructure and resources.
Overall, while Copper’s technical support receives mixed reviews, the feedback seems to be trending towards positive as the platform grows and improves its support infrastructure. If response time and access to phone support are critical for your business, it might be worth trying free trials of other CRM options before making a decision.
How User-Friendly Is the Installation and Application Process?
Copper CRM is generally considered user-friendly for installation and application, especially for those comfortable with cloud-based software. Here’s a breakdown of what makes it easy to use:
Installation:
- Cloud-Based: Copper is a cloud-based CRM, eliminating the need for complex software downloads or server installations. You can sign up and access it through a web browser.
- Quick Setup: The initial setup process is designed to be straightforward. Copper guides you through creating your account and importing contacts.
Application:
- Intuitive Interface: The user interface is clean and designed to be easy to navigate, even for non-technical users.
- Drag-and-Drop Functionality: Many actions, like adding contacts to lists or moving them through sales pipelines, can be done with a simple drag-and-drop motion.
- Extensive Resources: Copper offers a variety of resources, including video tutorials, help articles, and webinars, to help users learn the ropes and get the most out of the platform.
However, there are a few things to keep in mind:
- Customization: While user-friendly, Copper may require some configuration to fully match your specific needs. This could involve setting up custom fields, pipelines, or integrations.
- Advanced Features: If you need to utilize Copper’s more advanced features, you might need some technical knowledge or seek help from the support team.
Overall, Copper is designed to be accessible for most users. If you’re comfortable with cloud-based software and basic configurations, you should be able to get up and running with Copper CRM relatively easily.
How Well Do These Tools Integrate with Your Existing CRM, Analytics, and Software Solutions?
Copper CRM offers varying levels of seamlessness when integrating with existing CRM, analytics, and other software solutions. Here’s a breakdown:
Native Integrations:
Highly Seamless: Copper integrates very tightly with Google Workspace including Gmail, Calendar, Contacts, and Drive. This means data can automatically sync between these applications, minimizing manual entry and keeping your information up-to-date.
Seamless with Add-ons: Some other popular tools like Mailchimp, Slack, Dropbox, QuickBooks, and Xero have built-in integrations with Copper. These integrations allow for smooth data flow between the applications, but may require setting up specific workflows or configurations.
Zapier Integration:
- Variable Seamlessness: Copper also offers integration with a wider range of tools through Zapier, a third-party automation platform. Zapier allows you to create custom workflows to connect Copper with various apps, but the level of seamlessness depends on how the specific Zap is designed. Some Zaps may require more technical expertise to set up and maintain compared to native integrations.
By checking these resources, you can see which tools have native integrations with Copper and which ones might require using Zapier. This will give you a better idea of how seamless the integration process will be for your specific needs.
Copper CRM is a powerful customer relationship management software designed to streamline your sales process and enhance customer interactions. With its intuitive interface and seamless integration with Google Workspace, Copper CRM makes managing leads, contacts, and deals effortless. Its automation features, detailed reporting, and customizable workflows empower your team to work smarter and close deals faster. Experience the difference with Copper CRM and take your sales operations to the next level. Start your free trial today and see how Copper CRM can transform your business.