Our Copper CRM review will help readers understand why it is regarded as one of the best business tools. This tool review covers key features, pricing plans, integrations, specifications, etc. Continue reading to learn more!
What is Copper?
Copper is an easy-to-use CRM tool designed for small companies who are looking to scale their business. The tool enables users to build and maintain genuine business relationships.
Copper is a cloud-based CRM solution that streamlines sales operations and reinforces marketing activities. The platform is widely used by reputed market players from around the world due to its robust features and ease of use.
With Copper, businesses can enhance customer engagement and the overall impact of their marketing efforts. The platform is a perfect blend of collaboration, productivity, and analytics tools. Users can improve productivity by automating redundant, time-consuming, and mundane tasks.
At present, over 25,000 companies use and trust Copper as it can be implemented with minimum knowledge transfer.
- Company: Copper CRM, Inc.
- Website: https://www.copper.com/
- Founded in 2013
- Country of origin: United States of America
Copper Important Features
- Lead management
The platform simplifies the entire process of capturing leads and managing them. Its powerful lead generation and lead management tools allow users to capture, nurture, and forge relationships with new leads and convert them into customers.
- Lead generation
Copper’s powerful features empower businesses to organize the manner in which they capture new leads. The improved lead engagement process ensures that users can push new leads down the sales pipeline at a faster pace.
The tool’s excellent integrations allow users to capture leads that are generated via social media and create leads from forms.
- Lead tracking
The lead tracking features make sure that users do not invest a lot of time tracking and managing prospects and primarily focus on converting them into customers.
Copper acts like a personal assistant while tracking and managing leads. The real-time alerts make sure users religiously follow up with hot leads.
- Sales management
Sales management features empower users to improve productivity, minimize repetitive tasks, and optimize their workflows. The visual sales pipeline enables sales representatives to manage and track new opportunities with ease.
- Sales analytics
Copper offers a bunch of robust sales analytics tools due to which the sales team does not have to spend long hours while calculating the revenue generated over a certain time period.
The tool generated visually appealing reports and dashboards that provide a comprehensive view of the performance of every sales activity.
Sales management features overview:
- Opportunity management
- Sales process management
- Sales funnel management
- Sales workflow
- Inside sales
- Sales tracking
- Sales forecasting
- Sales analytics
- Pipeline management
- Pipeline reporting
- Pipeline analysis
- Goal tracking
Account & contact management
- Contact type
This feature can be used to improve management and engagement with existing contacts by segmenting them based on different parameters.
- Contact management
As Copper is integrated into G Suite, leads and customers can be synced between all tools used. With this, users can do away with manual data entry, save time, and focus on other critical tasks.
Account & contact management features overview:
- Account management
- Auto-enrich profiles
- Favorite feature
- Tag feature
Email, task & calendar management
- Email open tracking
Since Copper can be integrated with Gmail, it keeps track of email activity. The smart email-tracking tool notifies users when potential leads open and engage with their emails. This makes it easier to identify the perfect time and subject they can use to follow up.
- Email templates
Instead of wasting time writing repetitive emails, users can turn to Copper’s pre-built email templates to save time.
- Task management
The task management feature ensures that users can keep track of pending, ongoing, and completed tasks. The tool allows users to create one-off reminders after the first meeting or set recurring reminders for tasks wherever applicable.
Email, task & calendar management features overview:
- Automatic email capture
- Bulk email
- Calendar management
Collaboration & automation
- Workflow automation
Selling is not a straightforward job and involves a range of tasks and activities that are necessary to close a deal. The workflow automation tools streamline and standardize these tasks to drive productivity and save time.
- Project management
Copper takes project management to a new level by enabling spotless handoffs and team collaboration. Besides, it offers a range of flexible, Kanban-style project boards that can be personalized and integrated with G Suite.
Collaboration & automation features overview:
- Activity feed
- Automatic data capture
- Mobile apps
Copper CRM Price
Copper offers three main pricing plans, Basic, Professional, and Business. Users can get a 14-day free trial without entering credit card details.
- Price: $25 per user/month (billed annually)
Professional (most popular plan)
- Price: $59 per user/month (billed annually)
- Price: $119 per user/month (billed annually)
Copper Pros and Cons
- G Suite integration
- Sales automation
- Mobile CRM
- Powerful set of features
- Task notifications
- Uploading new contacts is very easy
- Response time from support executives
- Ease of use
- Pipeline management
- No webhook receiver URLs
- Very limited custom field options and email tracking features in the Basic plan
- The Google Chrome plugin is not up to the mark
- Analytics and reporting can require more work
- The cancellation policy is not clear
- Native integrations
- Users have to submit tickets for help
- Does not offer video training
Copper CRM Integrations
- Google Apps
- Data Studio
Free Trial – Yes
Free Version – No
- Open API
- Live online
- Small-sized businesses
- Medium-sized businesses
Copper CRM price
- Basic: $25 per user/month
- Professional: $59 per user/month
- Business: $199 per user/month
- Knowledge base
- Phone support
- 24/7 (live rep)