Copper is a modern CRM software designed to help small and medium companies increase sales and marketing productivity.
Copper contains a wide range of tools to manage sales, run customer profiles, track activities, automate workflow and more. High degree of customizability makes the software useful for various industries, from consulting, technology to marketing. The solution offers a native G Suite integration with automatic email capture, calendar synchronization, data sharing etc. Professionals already using Google services would appreciate the familiar interface (Google’s Material Design) as well.
There are three pricing plans to choose from. Basic is available for a maximum of 3 users. It is ideal for companies or professionals without previous experience with CRM software who want to check its main features. Basic plan starts at $19 (billed annually) per user/month. The most popular option is Professional, which starts at $49 per user/month (billed annually). It is suitable for most small and medium companies. Business is a plan for the most demanding sales teams and companies operating on bigger scale. It is the most expensive option ($119 per user/month). There is a 14-day free trial available. Credit card is not required.
$24 billed monthly or $19 billed annually
$69 billed monthly or $49 billed annually
$119 billed annually only
All plans come with a G Suite integration. In Professional and Business there is an additional email open tracking feature. Task and workflow automation is available only in Professional and Business. The plans differ in available storage space (Basic: 2 GB, Professional: 200 GB, Business: 500 GB) and few more parameters (number of records, custom fields, email templates etc.). Goal tracking and leader boards are available only in Business.
Thanks to the integration with email and other online services the software can automatically look for new customers. Contact details are filled and new lead can be easily added to the base with a single click.
Copper offers a built-in tracking software for Gmail. It enables sales team to monitor engagement in real-time (notifications when messages or files are opened, links clicked and more).
The solution helps to improve sales processes efficiency thanks to a set of automation tools. A set of actions can be easily set up based on various triggers.
Copper offers a lot of flexibility and automation features. It is worth noting, however, that the solution would prove its worth only for professionals using Google services.
- intuitive interface
- automation tools
- easy installation
- G Suite required for a full functionality
- limited reporting functionality
Copper offers a wide range of functionalities, which fall into a CRM (customer relationship management) software definition. However, it is not a sales processing solution with invoicing, stock control and payment accepting. The software does not work as an email campaign manager (newsletter management, marketing campaigns) as well.
Copper offers an online knowledge base with answers to the most common questions. Users can contact support team using the Copper app. Support requests can be submitted via a dedicated help center page as well. Additionally, an onboarding package and customer success manager are available as extra features. The support team is recognized for helpfulness and good response time.
Free trial period comes with a full functionality (Business). It is therefore the best way to check all the features and see if Copper works for your company.
Copper supports 9 languages. The software comes in English by default.