Overview
Product Information on Copper CRM
What is Copper CRM?
Copper CRM Pricing
Overall experience with Copper CRM
“Easy Integration and User Management Highlighted, Paywall and Scaling Issues Noted”
“Solid CRM that could use more robust importing/exporting abilities”
About Company
Company Description
Copper operates as a customer relationship management (CRM) firm, particularly recommended by Google. The company primarily focuses on enabling teams to enhance their relationships, which in turn facilitates sustainable revenue generation.
Company Details
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Key Insights
A Snapshot of What Matters - Based on Validated User Reviews
Reviewer Insights for: Copper CRM
Performance of Copper CRM Across Market Features
Copper CRM Likes & Dislikes
Excellent onboarding experience. We enjoyed the liasion that we were assigned, and they took time to coach us and inform us on the product. Being onboarded is something that's a huge boost for us as a fast moving, larger company. Definitely agile.
- Easy to dive into each particular customer and review associated email history and notes - Funnel view is easy to navigate and visualize different cuts - Easy integration with email sequencing services to automatically attach related email history per client
I love how easy it is to use. Overall, it is user friendly and most things can be figured out quickly and efficiently. It is a great program for small companies to keep everything together.
Copper has some limitations once the procedure and user base scales to enterprise / large end tasks / high employee count. Things can also be tricky if you don't have the right rep from the company - we switched ours out early, but we could issues if we hadn't made that request. Does have a paywall from the trial to the actual version.
- Not easy to export data in organized manner - Difficult to integrate previous history from different CRM into the platform (similarly, difficult to export data) - Sometimes buggy in syncing notes from email integrations and formatting doesn't look very clean
One of the issues is that in order to truly use it, you have to use some sort of internet. Sometimes linking documents doesn't go as smoothly as it should. The other negative thing is it is mostly compatible with only google platforms. Not with things such as Microsoft Word or Excel.
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Copper CRM Reviews and Ratings
- National Sales Manager50M-1B USDTransportationReview Source
Easy Integration and User Management Highlighted, Paywall and Scaling Issues Noted
Copper is an extremely robust and easy to use marketing and CRM asset. It is very easy to use for all levels, and we describe it as an intuitive, and easily managed tool. Blends well with small teams and works well with most software including basic IOS/Windows programs and G-workspace. - MANAGER, CUSTOMER SERVICE AND SUPPORT<50M USDConstructionReview Source
Copper Organizes Office Documents Easily But Has Limited Platform Compatibility
Copper has been a great tool to use inside a work office. It keeps all of our documents well organized and easy to access. Copper has many different tools and ways to manage all your resources. Copper is the way to go when using things like, sheets, calendars and other google programs. - General Manager<50M USDRetailReview Source
Ease Of Use Appreciated While Feature Set And Setup Pose Challenges
This product has directly affected our production making it much smoother and streamlined. - Marketing Manager50M-1B USDRetailReview Source
Comprehensive CRM Platform Offers Ease of Use and Strong Onboarding Support
Copper is epic CRM platform that's allowed us to do everything we needed to - Enterprise Account Executive10B+ USDSoftwareReview Source
Intuitive CRM with robust reporting and dashboards
The overall user interface is quite robust, integration with Google suite has been helpful.