Copper Review 2025: Pricing, Features, Pros & Cons, Ratings & More
Co-Founder and Chief Data Scientist
Copper: Top CRM Software
4.5 / 5
Featured CRM Software Alternatives for Copper
$9 to $150/user/month
Yes, up to 2 users
E-signature software, call transcription, conversation routing
Editor's Take
HubSpot CRM is a powerful customer relationship management platform designed to help businesses manage their sales, marketing, and customer service efforts in one centralized place. Its user-friendly interface allows teams to track leads, monitor customer interactions, and automate sales pipelines. With built-in tools for email marketing, contact management, and analytics, HubSpot CRM provides deep insights into customer behavior and sales performance. The platform also supports seamless collaboration between marketing and sales teams through real-time updates and integrations with tools like Gmail, Outlook, and Slack. Additionally, its automation features help reduce manual tasks, enabling teams to focus on building relationships and closing deals. HubSpot CRM is scalable, making it ideal for businesses of all sizes, from startups to large enterprises.
Expert Score
In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.
1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software's overall utility and efficiency in solving user problems.
2. Cost - scoring weight 15%
Cost analysis focuses on pricing models, value for money, and scalability. It's crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.
3. Customer Service - scoring weight 15%
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.
4. Integrations - scoring weight 15%
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.
5. Mobile Support - scoring weight 15%
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.
Custom
No
Sales automation, customer service, marketing
Editor's Take
NetSuite CRM is a comprehensive customer relationship management solution designed to support businesses in managing their entire customer lifecycle. It offers a full suite of tools for sales automation, customer service, marketing, and partner management, helping teams improve efficiency and build stronger customer relationships. With real-time visibility into customer interactions, NetSuite CRM enables businesses to track leads, manage opportunities, and forecast sales accurately. Its built-in analytics and reporting features provide deep insights into sales performance and customer behavior. NetSuite CRM integrates seamlessly with NetSuite’s enterprise resource planning (ERP) system, offering a unified platform for managing business operations. This scalability and flexibility make it ideal for growing businesses and enterprises seeking an all-in-one solution for customer relationship management.
Expert Score
In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.
1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software's overall utility and efficiency in solving user problems.
2. Cost - scoring weight 15%
Cost analysis focuses on pricing models, value for money, and scalability. It's crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.
3. Customer Service - scoring weight 15%
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.
4. Integrations - scoring weight 15%
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.
5. Mobile Support - scoring weight 15%
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.
$25 per user per month
14 days
marketing automation, sales automation, no code customization
Editor's Take
CRM Creatio is a comprehensive customer relationship management (CRM) solution designed to streamline and enhance business processes across sales, marketing, and customer service functions. Known for its low-code platform, Creatio allows businesses to customize and automate workflows without requiring extensive technical expertise. This adaptability makes it particularly appealing to organizations seeking to align the software with their specific needs.
The platform's marketing module provides tools for multi-channel campaign management, lead generation, and personalized customer engagement. Its sales module offers functionality for pipeline management, opportunity tracking, and analytics to help teams close deals more efficiently. Additionally, the customer service module supports case management, service level agreement (SLA) monitoring, and omnichannel communication, enabling businesses to provide exceptional customer support.
Creatio stands out with its intuitive interface, robust analytics, and AI-powered tools that provide actionable insights. The low-code development tools allow non-technical users to create applications and automate processes, reducing the dependency on IT teams. Integration capabilities with other software platforms and APIs enhance its utility, making it a versatile choice for businesses of all sizes.
Overall, CRM Creatio is a powerful solution that combines user-friendly design with advanced customization and automation features. Its adaptability and low-code foundation position it as a strong contender for organizations looking to optimize customer relationship management processes while maintaining flexibility for growth and innovation.
Expert Score
In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.
1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software's overall utility and efficiency in solving user problems.
2. Cost - scoring weight 15%
Cost analysis focuses on pricing models, value for money, and scalability. It's crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.
3. Customer Service - scoring weight 15%
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.
4. Integrations - scoring weight 15%
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.
5. Mobile Support - scoring weight 15%
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.
Copper Review
What is Copper?
Copper is an intuitive CRM system designed to streamline the communications, sales, marketing, and lead management workflows of businesses of all sizes. Bearing solutions for various industries, the platform offers modules for agencies, consulting, real estate, technology, and corporate development. It integrates with Google Workspace to enable users to monitor email activity, access information on Google Calendar event attendees, and quickly attach Google Drive files. The platform also automates tasks, tracks deals, organizes contacts and provides lead management tools.
This Copper review discusses the software's pricing plans, key features, integrations, and benefits in detail. It also delves into the Copper pros and cons and the software's ideal users so that readers would know if the platform best suits their business needs.
What's new in Copper?
As of September 2023, Copper has added new list views, in-line edit features, and column sorting so that users can easily manage, locate, and communicate with contacts. In addition, the software now allows bulk emails and edits, the creation of custom fields and filters, and sending and replying to emails on the preview sidebar. These make the communication and contact management processes frictionless.
To further improve the experience for both users and their contacts, Copper now allows users to edit various fields of contact profiles on its list view. These include text areas, text fields, URLs, contact numbers, and addresses. The added customizability extends to elements of page functionality like drop-down menus, checkboxes, currency fields, and opportunity values. Now managers can design the views and contact profiles in accordance with their work styles, branding initiatives, and contact hierarchies.
The ability to edit list view items is a nifty addition to Copper's capabilities, following the expanded functionality it endowed its reports with in August. Days in Stage reports, which serve as summary analyses of sales cycles, have been added to the report types users can access. It contains data that can be leveraged to analyze sales performance, streamline sales cycles, and forecast sales cycle length.
Moreover, Copper is equipped with business intelligence tools to help quantify information and data trends. In upcoming updates, Copper is aiming to adopt list views for leads. The company actively takes in user suggestions for new functionalities and feature improvements to incorporate in succeeding updates.
Featured CRM Software Products
$9 to $150/user/month
Yes, up to 2 users
E-signature software, call transcription, conversation routing
Editor's Take
HubSpot CRM is a powerful customer relationship management platform designed to help businesses manage their sales, marketing, and customer service efforts in one centralized place. Its user-friendly interface allows teams to track leads, monitor customer interactions, and automate sales pipelines. With built-in tools for email marketing, contact management, and analytics, HubSpot CRM provides deep insights into customer behavior and sales performance. The platform also supports seamless collaboration between marketing and sales teams through real-time updates and integrations with tools like Gmail, Outlook, and Slack. Additionally, its automation features help reduce manual tasks, enabling teams to focus on building relationships and closing deals. HubSpot CRM is scalable, making it ideal for businesses of all sizes, from startups to large enterprises.
Expert Score
In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.
1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software's overall utility and efficiency in solving user problems.
2. Cost - scoring weight 15%
Cost analysis focuses on pricing models, value for money, and scalability. It's crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.
3. Customer Service - scoring weight 15%
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.
4. Integrations - scoring weight 15%
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.
5. Mobile Support - scoring weight 15%
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.
Custom
No
Sales automation, customer service, marketing
Editor's Take
NetSuite CRM is a comprehensive customer relationship management solution designed to support businesses in managing their entire customer lifecycle. It offers a full suite of tools for sales automation, customer service, marketing, and partner management, helping teams improve efficiency and build stronger customer relationships. With real-time visibility into customer interactions, NetSuite CRM enables businesses to track leads, manage opportunities, and forecast sales accurately. Its built-in analytics and reporting features provide deep insights into sales performance and customer behavior. NetSuite CRM integrates seamlessly with NetSuite’s enterprise resource planning (ERP) system, offering a unified platform for managing business operations. This scalability and flexibility make it ideal for growing businesses and enterprises seeking an all-in-one solution for customer relationship management.
Expert Score
In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.
1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software's overall utility and efficiency in solving user problems.
2. Cost - scoring weight 15%
Cost analysis focuses on pricing models, value for money, and scalability. It's crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.
3. Customer Service - scoring weight 15%
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.
4. Integrations - scoring weight 15%
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.
5. Mobile Support - scoring weight 15%
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.
$25 per user per month
14 days
marketing automation, sales automation, no code customization
Editor's Take
CRM Creatio is a comprehensive customer relationship management (CRM) solution designed to streamline and enhance business processes across sales, marketing, and customer service functions. Known for its low-code platform, Creatio allows businesses to customize and automate workflows without requiring extensive technical expertise. This adaptability makes it particularly appealing to organizations seeking to align the software with their specific needs.
The platform's marketing module provides tools for multi-channel campaign management, lead generation, and personalized customer engagement. Its sales module offers functionality for pipeline management, opportunity tracking, and analytics to help teams close deals more efficiently. Additionally, the customer service module supports case management, service level agreement (SLA) monitoring, and omnichannel communication, enabling businesses to provide exceptional customer support.
Creatio stands out with its intuitive interface, robust analytics, and AI-powered tools that provide actionable insights. The low-code development tools allow non-technical users to create applications and automate processes, reducing the dependency on IT teams. Integration capabilities with other software platforms and APIs enhance its utility, making it a versatile choice for businesses of all sizes.
Overall, CRM Creatio is a powerful solution that combines user-friendly design with advanced customization and automation features. Its adaptability and low-code foundation position it as a strong contender for organizations looking to optimize customer relationship management processes while maintaining flexibility for growth and innovation.
Expert Score
In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.
1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software's overall utility and efficiency in solving user problems.
2. Cost - scoring weight 15%
Cost analysis focuses on pricing models, value for money, and scalability. It's crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.
3. Customer Service - scoring weight 15%
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.
4. Integrations - scoring weight 15%
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.
5. Mobile Support - scoring weight 15%
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.
$8/per user/per month
Yes
customizable dashboards, automated follow-ups, advanced analytics
Editor's Take
monday.com Sales CRM is a customizable platform designed to streamline sales processes, enhance team collaboration, and improve pipeline visibility. Its intuitive interface enables users to manage leads, track deals, and automate repetitive tasks with ease. The CRM integrates seamlessly with popular tools like Gmail, Slack, and HubSpot, ensuring a centralized workflow. Features like customizable dashboards, automated follow-ups, and advanced analytics help sales teams stay organized and focused on closing deals. With scalability in mind, monday.com caters to businesses of all sizes, offering flexible pricing plans and robust customer support. It’s an excellent choice for teams seeking efficiency and adaptability.
Expert Score
In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.
1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software’s overall utility and efficiency in solving user problems.
2. Cost - scoring weight 15%
Cost analysis focuses on pricing models, value for money, and scalability. It’s crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.
3. Customer Service - scoring weight 15%
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.
4. Integrations - scoring weight 15%
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.
5. Mobile Support - scoring weight 15%
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.
$7 per user per month billed annually
15 days
lead generation, sales pipeline management, workflow automation
Editor's Take
Zoho CRM is a flexible and comprehensive customer relationship management platform designed to help businesses manage and grow their customer relationships effectively. With tools for lead generation, sales pipeline management, workflow automation, and analytics, Zoho CRM is suitable for businesses of all sizes across a variety of industries.
Zoho CRM enables teams to streamline sales processes by capturing leads from multiple channels, tracking interactions, and managing every stage of the sales cycle. The platform offers customizable dashboards and reports, providing insights into sales performance and customer behaviors to help make data-driven decisions. With powerful automation features, Zoho CRM allows businesses to set up workflows for routine tasks like follow-ups, lead scoring, and email notifications, reducing manual work and enhancing productivity. The platform integrates with popular tools, including the Zoho suite, Microsoft 365, and G Suite, enabling a seamless connection across teams.
For businesses aiming to improve customer engagement, close deals faster, and enhance team collaboration, Zoho CRM delivers a scalable, user-friendly solution to drive sales and customer satisfaction.
Expert Score
In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.
1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software's overall utility and efficiency in solving user problems.
2. Cost - scoring weight 15%
Cost analysis focuses on pricing models, value for money, and scalability. It's crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.
3. Customer Service - scoring weight 15%
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.
4. Integrations - scoring weight 15%
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.
5. Mobile Support - scoring weight 15%
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.
By quote
Yes
Lead Management, Contact Management, Workflow Automation
Editor's Take
Salesforce CRM is a leading customer relationship management platform known for its robust functionality, scalability, and extensive customization options, making it suitable for businesses of all sizes, from startups to large enterprises. Built to streamline sales, marketing, customer service, and analytics, Salesforce CRM empowers teams to manage customer interactions, optimize workflows, and drive growth from a single, cloud-based platform.
Salesforce CRM provides a complete view of customer data, enabling teams to track interactions, manage leads, and automate tasks throughout the sales pipeline. With powerful tools for reporting and analytics, Salesforce offers insights into sales performance, customer trends, and campaign effectiveness, allowing teams to make data-driven decisions. The platform’s automation capabilities reduce manual workloads with customizable workflows, automated follow-ups, and lead scoring, ensuring a smooth customer journey. Integrations with thousands of third-party applications, along with its own suite of services, make Salesforce a highly adaptable solution for businesses looking to connect their CRM with other tools.
For organizations focused on enhancing customer engagement, improving team efficiency, and scaling their operations, Salesforce CRM delivers a powerful and versatile solution tailored to support long-term business growth.
Expert Score
In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.
1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software's overall utility and efficiency in solving user problems.
2. Cost - scoring weight 15%
Cost analysis focuses on pricing models, value for money, and scalability. It's crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.
3. Customer Service - scoring weight 15%
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.
4. Integrations - scoring weight 15%
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.
5. Mobile Support - scoring weight 15%
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.
How much does Copper cost?
Copper: Top CRM Software
4.5 / 5
The three Copper pricing plans are based on an organization's number of contacts, echoing the needs of small businesses, mid-sized firms, and enterprises. It also has a 14-day free trial to allow potential buyers to see how the software works.
Basic – $25/user/month for annual billings, $29/user/month for monthly billings
- Up to 2,500 contacts
- Google Workspace Integration
- Pipelines
- Contact enrichment
- Team collaboration
Professional – $59/user/month for annual billings, $69/user/month for monthly billings
- Up to 15,000 contacts
- Everything in Basic
- Workflow automation
- Bulk email and templates
- Reporting
- Integrations with widely used apps
Business – $119/user/month for annual billings, $129/user/month for monthly billings
- Unlimited contacts
- Everything in Professional
- Email sequences and drip campaigns
- Website tracking
- Lead scoring
- LinkedIn integration
What Sets Copper Apart
In creating this Copper review, our research team saw that the software seamlessly integrates with Google Workspace and adds a plethora of sales management, account management, communications, marketing management, collaboration, and automation functionalities. It also visualizes an organization's entire sales process, reduces or removes unnecessary steps in workflows, and automates repetitive tasks.
What's more, the platform enables users to perform numerous actions while in their Gmail inbox, including viewing communication histories, generating leads, tracking deals, and creating Google Calendar events. Users can customize business fields, contact views, and workflow activities to allow the system to simulate and then enhance an organization's operations.
Copper Pros
- Reliable Lead and Deal Tracking. This Copper review notes that the application is equipped with a series of trackers that promote convenience, reduce human error, and speed up process times. The platform can track leads, sales, deal progress, top sales performers, customer data, sales opportunities, pipeline metrics, and communications.
- Sales Management Tools. Among the most notable Copper features are its sales management functionalities. The platform provides solutions for sales process management, sales funnel management, and pipeline management, allowing organizations to streamline their entire sales operations.
- Effective Task Automation. Our research team echoes the praises of other Copper reviews regarding its ability to automate tasks and workflows. Repetitive steps in the business process can be consolidated and automated, while antiquated procedures like manual entry and the use of dated tools can be reduced or eliminated. Copper can also be used to simulate and vastly improve the workflows of business operations.
- Lead and Contact Organization. Regarded as one of the best CRM software, Copper lets users classify contacts into different types and groups and can automatically extract online information regarding each contact. The platform also allows users to tag contacts and set some accounts as “Favorites." Moreover, Copper gives users a 360-degree view of their contacts and syncs all the account data across its various functionalities and Google tools.
- Collaboration Tools. This Copper review recognizes the software's ability to promote and enhance collaboration among team members. The platform provides an Activity Feed on which team members can see the activities and interactions involved in a project. To alert or communicate with specific team members, users can leverage the “@ mention" functionality on the software's forms. Copper can also be set to automatically send notifications to all concerned parties with regard to project updates and progress.
Copper Cons
- Slow Speed. This Copper review notes the large number of features that the application carries, which could be a reason why its interface is sometimes bogged down by slow speeds and processing times.
- Needs More Functionality Depth. Although Copper can automate tasks and workflows, it is limited by its inability to duplicate automation rules or have these reconfigured. As a result, users will have to manually input these rules. Some users also reported having to manually duplicate leads, which can take a lot of time, due to the software lacking this functionality. Additionally, its reporting features need more depth.
- Integration Issues. Copper integrations are aplenty, but the platform does not seamlessly link up with some widely used tools.
Copper Core Features
Copper: Top CRM Software
4.5 / 5
For this Copper review, our research team has compiled the software's key features. Some of the more sophisticated functionalities are reserved for plans with higher Copper pricing, tailored to inject order into operations with numerous contacts, projects, and product lines. Notably, Copper equips its basic plan with several useful tools.
- Sales Management. Copper offers functionalities for tracking leads, sales, sales performance, sales opportunities, and other data. It also carries comprehensive solutions for sales forecasts, sales funnel management, and pipeline management, as well as supporting multiple currencies.
- Account and Contact Management. Copper affords users deep customization for the accounts of customers, leads, suppliers, and other relevant parties. They can classify accounts according to their roles, consolidate them into groups, use tags for further classification, and set favorites among an organization's clientele, suppliers, and leads. Leveraging AI, the platform can also automatically input information into the accounts to limit manual entry.
- Marketing and Communications Management. Like top-tier customer support software, Copper has a selection of email marketing and communications functionalities. It can monitor email activity, provision the sending of bulk emails, design and automate email workflows, provide solutions for lead scoring, and automatically sync Gmail contacts and correspondences to relevant Copper users. The platform also has a library of customizable templates for different types of email.
- Workflow Automation. Copper enables users to recreate their organization's sales, marketing, and communications workflows on the platform, with the repetitive steps consolidated and all actionable tasks automated. It can also automatically populate missing contact details.
- Collaboration Tools. Collaborations are simplified on Copper with its real-time Activity Feed, automatic notifications regarding project updates, and communication tools. It also enables users to ping team members using “@" mentions.
- Integrations Solutions. Copper integrates with nearly a hundred widely used third-party apps, including Google Workspace, Slack, Mailchimp, Wix, Asana, and Facebook Advertising. It also supports Zapier and custom API integrations should the platform lack key functionalities that are crucial to operations.
- Security and Controls Solutions. Copper recognizes that not everyone on a team should have the same access to information. As such, it enables managers to assign roles and access levels, set sensitive documents as “Read Only," and require specific information from those attempting to access higher-level data. The platform also supports SAML SSO.
- In-depth Reporting. Copper can generate a wide variety of dashboard reports that reflect key areas of operations such as monthly and annual sales, the sales performance of team members, the progress of pipeline activities, and other pertinent data. By viewing the reports, managers can make the necessary adjustments to enhance sales and marketing strategies and empower the workforce to perform better.
Benefits of Using Copper
This Copper review notes that the software brings a lot to the table as it goes beyond the capabilities of standard CRMs and delivers solutions for other business areas like sales, marketing, and workflow optimization. Its wide range of capabilities makes Copper a flexible platform that can be leveraged by various industries.
Streamlined Workflows
Copper enables users to recreate, optimize, and automate the workflows that make up their operations. These include sales, marketing, approval routing, and communications. The platform can automatically perform digital tasks and send notifications to team members and other parties so they can work on their tasks or provide updates. This eases the burden on managers, especially in regard to coordinating with their teams. Additionally, Copper has pipeline management features, which allow the platform to work on multiple workflows concurrently. This is ideal for expansive operations or umbrella corporations.
Improved Sales Productivity
Copper allows sales managers to create sales funnels or sales process models with various stages to help with planning and forecasting. It also has lead tracking and scoring functionalities and opportunity tracking to potentially expand an organization's customer base and increase conversions. Moreover, Copper's analytics engine can monitor a variety of sales and customer data to identify trends, show the team's sales performance, and provide sales forecasts.
Enhanced Communication and Collaboration
Similar to the top help desk management software, Copper is equipped with collaboration tools that enable sales staff and other teams to be on the same page, improving operational efficiency in the process. Sales managers can check the Activity Feed to monitor all the activities of the team and see if everyone is performing their tasks. If task updates are needed, managers can “@ mention" concerned team members, who can do the same with their managers and fellow team members if they need clarifications regarding their tasks.
In addition, Copper carries features like bulk email sending, email tracking, and email data syncing that streamline communications with customers, suppliers, and team members. Users can obtain communication histories with customers so they can pick up where they left off in every interaction.
A 360-degree View of Operations
Copper gives managers and supervisors a bird's-eye view of different areas of operations. The system's account management tools document an organization's interactions with leads, customers, suppliers, and other parties that have a registered account. It affords the same level of visibility in sales and marketing, as it enables managers to digitize workflows, manage tasks, track team performance, and monitor emails.
Numerous Integrations
Copper expands its already-packed toolset with its staggering number of integrations. It connects with nearly 100 third-party apps, including Google Workspace, Slack, Asana, RingCentral, and Zapier. Within Zapier, hundreds of additional integrations are available and can be included in the workflows. Sometimes, the way a business works needs specific features that Copper's integrations do not offer. To get around this, the Open API on the platform lets users make their own customized integrated solutions.
What business types use Copper?
After researching for this Copper review, our team of experts believes that the system can be used by businesses of all sizes, coming from nearly all industries. After all, it is designed to improve operational efficiency with its ability to streamline workflows. The biggest gainers from using Copper are probably enterprises since their complex operations would benefit a lot from the system's trackers and tools for sales, workflow, and communication management.
While freelancers and microbusinesses probably would not need some of Copper's most advanced features, they can benefit from its integration with Google Workspace, lead generation tools, and communication features.
What industries benefit most from Copper CRM’s integration capabilities?
Copper CRM’s integration with Google Workspace and a wide range of third-party applications make it highly adaptable across different industries. Here’s how Copper’s integrations cater to the specific needs of various sectors, ensuring streamlined workflows and improved productivity.
- Real Estate
- Consulting and Professional Services
- Technology and SaaS
- E-commerce
- Nonprofits
How Copper Supports Financial Operations
Copper CRM excels in managing customer relationships and improving workflow automation, but its indirect support for the financial side of business operations shouldn’t go unnoticed. By integrating with tools that streamline payroll, accounting, and expense management, Copper helps create an interconnected ecosystem that supports end-to-end business workflows.
While Copper itself does not feature dedicated payroll management functionalities, it enables seamless data-sharing with platforms specializing in financial operations. For businesses looking to enhance their financial processes alongside CRM functionalities, exploring the best payroll software can create a strong synergy. This ensures that customer and employee management are harmonized, reducing manual effort and potential redundancies.
By connecting CRM with payroll systems through integrations, businesses can automate key financial tasks such as tracking billable hours, calculating commissions for sales teams, converting leads into long-term accounts, and aligning financial reporting with sales data. This alignment reduces administrative burdens and supports better decision-making, especially as data accuracy improves across platforms.
For organizations prioritizing operational efficiency and financial robustness, considering complementary solutions alongside Copper CRM can lead to significant gains in productivity, accuracy, and compliance.
Key Insights
- Seamless Google Workspace Integration: Copper CRM integrates effortlessly with Google Workspace, allowing users to manage emails, calendar events, and Google Drive files directly within the CRM platform.
- Enhanced Customizability: The platform now supports custom fields, filters, and editable list views, enabling users to tailor their CRM to fit their specific business processes and workflows.
- Robust Sales Management Tools: Copper provides comprehensive sales management functionalities, including sales funnel management, lead tracking, sales forecasts, and pipeline management.
- Effective Task Automation: Automates repetitive tasks and workflows, reducing manual entry and increasing efficiency. The platform can simulate and improve business operations through automation.
- Improved Collaboration Features: Copper enhances team collaboration with real-time activity feeds, automatic notifications, and the ability to use “@ mentions” to communicate within the platform.
- Wide Range of Integrations: Supports nearly 100 third-party app integrations, including Google Workspace, Slack, Mailchimp, and Asana, which expand its functionality and improve workflow efficiency.
- Scalable Pricing Plans: Offers three pricing plans suitable for various business sizes, with features tailored to meet the needs of small businesses, mid-sized firms, and enterprises.
How can you implement Copper CRM effectively?
Establish clear implementation objectives by aligning Copper CRM’s functionalities with your organization’s operational needs and workflow strategies. Develop a comprehensive rollout plan that designates dedicated teams for data migration, system setup, and staff onboarding. Ensure seamless integration with existing business systems by coordinating with IT departments and leveraging available technical support. Optimize interdepartmental collaboration by training teams on customized workflows, and connect essential financial tools—such as small business payroll software—to maintain consistency and accuracy in data across platforms.
Best 5 alternatives to Copper
Zoho CRM
5 / 5
Zoho CRM offers extensive customization options that enable businesses to adapt fields, page layouts, workflows, and automation rules to their specific needs, thereby enhancing lead management and streamlining the sales process from initial contact to deal closure. Its comprehensive suite supports sales, marketing, and customer support through features like detailed reporting, analytics, and an intuitive interface that facilitates easy navigation. The platform integrates AI-powered tools such as the Zia assistant, which provides predictive sales insights and helps personalize customer interactions using real-time behavioral data. Moreover, Zoho CRM’s competitive pricing—including a free tier for smaller teams—and its mobile and third-party app integrations make it a versatile choice for organizations aiming to improve collaboration and decision-making across diverse work environments.
NetSuite CRM
5 / 5
NetSuite CRM delivers a comprehensive platform that consolidates customer information across multiple channels, granting teams instant access to up-to-date data on preferences, transactions, and interactions in one centralized hub. By automating routine sales, marketing, and service activities, it boosts operational efficiency and frees staff to concentrate on cultivating stronger customer relationships. Its cloud-based design facilitates seamless connectivity from any device, enabling collaboration among dispersed teams while providing real-time sales tracking and pipeline visibility to accelerate deal closures. Additionally, advanced forecasting and analytics tools harness historical and predictive data, empowering businesses to enhance decision-making and optimize resource management for sustained growth.
HubSpot CRM
5 / 5
HubSpot CRM is a cloud-based customer relationship management platform designed to help businesses manage and analyze customer interactions throughout the sales and marketing lifecycle. It provides tools for contact and lead management, email tracking, pipeline management, marketing automation, and performance analytics. The system is known for its user-friendly interface and seamless integration with other HubSpot tools, making it particularly popular among small to medium-sized businesses. HubSpot CRM is available in a free version with basic features, while more advanced capabilities—such as sales forecasting, custom reporting, and AI-powered insights—are accessible through paid tiers. The platform emphasizes ease of use, scalability, and centralized data, enabling teams to align their sales, marketing, and customer service efforts more effectively.
CRM Creatio
5 / 5
Creatio CRM stands out as a versatile and powerful customer relationship management platform, designed to accommodate both technical and non-technical users through its intuitive no-code development environment. This feature allows organizations to customize applications and automate workflows swiftly, reducing implementation time and overall costs by 37% compared to traditional CRM solutions. By automating routine tasks and providing a comprehensive 360-degree customer view, Creatio enhances team productivity and fosters more personalized client interactions. Additionally, its extensive integration options, strong security measures, and AI-driven automation equip businesses with actionable insights and predictive capabilities to optimize the entire customer journey.
Pipedrive
4.3 / 5
Pipedrive stands out as a versatile CRM solution designed to simplify and optimize sales workflows by automating routine tasks like lead distribution, follow-up scheduling, and deal tracking. Its high level of customization allows businesses to shape sales pipelines and data fields to suit their specific needs, accommodating a wide range of industries and company sizes. By consolidating customer information and communications through integrations with common email and calendar tools, Pipedrive enhances team collaboration and reduces the hassle of juggling multiple platforms. Furthermore, the platform’s clear visual pipeline offers sales teams an intuitive way to oversee deal progress and quickly spot any obstacles in the sales process.
FAQ
Copper is considered one of the top CRM systems available. It offers extensive solutions that go beyond traditional customer relationship management, enhancing communication, workflow automation, sales process management, and team collaboration. Its integration with Google Workspace further elevates its functionality and user experience.
Copper CRM is used for managing customer relationships, sales processes, and workflow automation. It provides tools for sales management, lead tracking, sales forecasting, email management, and collaboration. It integrates with Google Workspace, allowing seamless management of emails, calendar events, and other Google tools within the CRM.
Copper CRM offers three pricing plans: Basic ($25/user/month billed annually, $29/user/month billed monthly), Professional ($59/user/month billed annually, $69/user/month billed monthly), and Business ($119/user/month billed annually, $129/user/month billed monthly). There is also a 14-day free trial available.
Key features of Copper CRM include sales management, account and contact management, marketing and communications management, workflow automation, collaboration tools, integration solutions, security and controls solutions, and in-depth reporting. These features help streamline operations, enhance communication, and improve sales productivity.
Copper CRM stands out due to its seamless integration with Google Workspace, extensive customizability, robust sales management tools, effective task automation, and enhanced collaboration features. Additionally, its wide range of integrations and scalable pricing plans make it a versatile choice for businesses of various sizes and industries.
Recent updates in Copper CRM include new list views, in-line editing, column sorting, bulk emails and edits, custom fields and filters, and the ability to send and reply to emails on the preview sidebar. Additionally, Copper has introduced the Days in Stage reports for analyzing sales cycles and performance.
Copper CRM can benefit businesses of all sizes across various industries, including agencies, consulting, real estate, technology, and corporate development. Its robust features and integrations make it particularly advantageous for enterprises with complex operations, as well as small businesses and freelancers looking to streamline their workflows and improve communication.
Copper CRM enhances team collaboration with real-time activity feeds, automatic notifications, and the ability to use “@ mentions” to communicate within the platform. These features ensure that team members are on the same page and can easily track project updates and task progress.
Pros of using Copper CRM include reliable lead and deal tracking, comprehensive sales management tools, effective task automation, improved collaboration features, and extensive integrations. Cons include occasional slow speeds, limited functionality depth in some areas, and integration issues with certain tools.
Alternatives to Copper CRM include Pipeline CRM, Nutshell, NetHunt CRM, Streak, and Salesforce Sales Cloud. Each of these platforms offers unique features and benefits that may better suit the specific needs and goals of different businesses.
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