Copper CRM Review

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Are you tired of searching for a simple CRM tool that seamlessly integrates with Google Workspace? Copper is a CRM tool focused on automation and simplicity that’s famous for its Google Workspace integration. It doesn’t check all of our boxes for CRMs—some of its competitors like HubSpot and Salesforce are superior overall. However, we found Copper CRM to be the best solution for a specific type of customer:  Google-driven businesses that value simplicity.

Compare Copper CRM to The Best CRM Software

Copper CRM is a powerful system for businesses that rely heavily on Google Workspace, Gmail, and Google Calendar. Unfortunately, you have to pay quite a bit to unlock many of the best features. Many companies will be able to get more value for less of a spend by using one of one of our recommended CRMs:

  1. Nextiva – Best for most
  2. Monday Sales CRM – Best for project management with CRM capability
  3. Salesforce – Best for fast-growth companies
  4. HubSpot – Best CRM software for most businesses
  5. Zoho CRM – Best CRM for deeper visibility
  6. Freshsales Suite – Best automations for marketing and sales
  7. Salesflare – Best CRM for strictly focusing on sales
  8. EngageBay – Best all-in-one CRM suite for small business
  9. Streak – Best CRM for working 100% from within Gmail

We tested dozens of the best options to help you find the right one for you, your team, and your customers. This deep dive combined with our extensive experience using just about every CRM on the market informed our top choices across the CRM category. See all of our top picks, here.

Copper is an excellent CRM for people who live in Google Workspace, and for some companies it’s the perfect missing link. Keep reading to discover the benefits and tradeoffs of making Copper your CRM.

Copper CRM: The Good and The Bad

Although Copper CRM didn’t make it into our top seven, it’s an excellent CRM solution for Google-heavy businesses and has several features you’ll find useful as a Google user. However, its lack of features and non-existent usefulness outside of Google Workspace are its biggest drawbacks.

The Good

Google Workspace Compatibility: The developers behind Copper CRM realized there’s an underserved audience in the CRM space—Google Workspace users. So, they built a solution that fully integrates with it. As a result, it’s the only sales automation solution endorsed by Google. If you love the look, feel, and functionality of Google, you’ll love Copper CRM. It closely mimics the look and makes it easy to use if you’re already familiar with Google products. Copper CRM also syncs with Google Workspace apps, including Google Contacts and Google Calendar. But the best part is that you don’t have to leave your inbox to use it—it integrates directly into Gmail to help you save time and get more done. It appears as a sidebar within your inbox and you can hide it to reduce distractions at any time.

Automation: One of the biggest drivers behind investing in CRM is automation—it makes sense that businesses want to get more done in less time, reduce errors, and improve the customer experience at the same time. With Copper’s top two tiers, you can take advantage of workflow and task automation to eliminate manual data entry and repetitive, administrative tasks. An example in action is the auto-population of contact entries using email signatures, LinkedIn profiles, and company websites. Another handy time-saver is two-way sync between Copper and Google Contacts. Updated contact info in either system automatically updates in real-time to the other to ensure you always have the most up-to-date customer info.

Simplicity: Copper CRM is designed with simplicity at its core. Rather than overcomplicating workflows, systems, and automations, everything is incredibly easy. Whether you need to search for tasks, tracked emails, opportunities, or companies, for example, you can use the intuitive sidebar to find what you need. What takes multiple clicks through various screens with other tools happens in mere seconds with Copper. You can also glean all the customer info you need at a glance with contact profiles. All details, activity, and related information is easily stored within a profile so users never have to hunt for what they need. The Copper CRM mobile app is refreshingly simple as well.

Lead Management: Copper CRM comes with a robust set of lead management features that help you and your team generate, store, and nurture new leads. Whether you prefer entering them manually or bulk importing existing leads from Excel, Salesforce, or LinkedIn, it greatly simplifies the process. You can also automatically set up new leads from incoming calls to eliminate manual data entry. It can even act as a personal assistant that searches through emails and other recorded interactions to suggest actions based on the context of the conversation. It’ll let you know if someone’s a potential lead, ultimately letting you decide to add or decline them as a new lead in the system. Furthermore, you can set up custom triggers and reminders based on where a lead sits in the pipeline.

Customized Reporting: While reporting seems like a complicated thing, Copper CRM simplifies the process and makes it approachable for everyone on your team. From templates and a drag-and-drop interface, you can easily layout the most important data you need to see (or share) at a glance without the headaches. Want to see a report on opportunities won and lost across all your pipelines? No problem. Want to see an activity report to look at conversations with prospects, leads, and contacts? It only takes a few clicks. Note: custom reporting is only available on Professional and Business plans. Basic users get access to legacy reports, but those don’t offer a lot of customization options.

Quick Onboarding: Setting up or switching to Copper is a notoriously painless experience because of the focus on simplicity and education. Rather than spending weeks or months getting your team up to speed, Copper prides itself on taking a few days (or less). From setting up the system to onboarding your team, there are hundreds of guides, videos, and tutorials to help you breeze through it. That paired with a seamless, worry-free, step-by-step onboarding process, getting started requires no headaches or frustration for anyone. To sweeten the deal, Copper is known for its exceptional customer support that’s always on call if you need it.

Security: Security is often overlooked when choosing a CRM tool. People assume security is built-in, which can be a grave mistake. We are happy to report Copper places extreme importance on the security of users and their data. Copper implements first-class backup management and data resiliency systems. These security systems are tested periodically by third parties to ensure they are held to the highest industry standards. 

Copper uses a strict access control policy to protect user data internally. All synced emails are private, and admins and account owners are the only users allowed to view them all. It takes care of critical events through a comprehensive policy on incident management and data confidentiality. Finally, Copper CRM strictly adheres to all SSO, OpenID, API, Google Cloud, and OAuth best practices.

Industry Range: Copper CRM is helpful in several different industries. It helps agencies with client relations. It helps real estate businesses manage more listings. Copper allows tech companies to scale quickly without worrying about manual data entry. It also works with consulting and corporate development firms to manage deals.

The Bad

Lack of Features: The biggest drawback of Copper CRM is the lack of features it provides its users. It is designed for simplicity. Therefore, it is missing many of the advanced features offered by its competitors. For example, it doesn’t offer users a dedicated account manager, and click-to-call requires third-party software.

Lack of Flexibility Outside Google Workspace: Copper is designed to work with Google-driven businesses. It’s ill-equipped software for companies that don’t use Google. If a business uses a different email hosting service like Office 365, Microsoft Outlook, or Yahoo, we recommend looking into other CRM tool options. Copper is not flexible and is best for Google Workspace users only.

Copper CRM Pricing and Options

Copper CRM Pricing

Copper CRM offers three different plans.

The three pricing options are Basic, Professional, and Business. All plans include a 14-day free trial. 

The Basic plan costs $25 per user per month billed annually, or $29 per user per month billed monthly. There is a three-user limit to the Basic package.

The Professional plan is suited for growing SMBs. It costs $59 per user per month billed annually.

The third pricing option is the Business plan. This is for larger businesses that are already scaling. It costs $119 per user per month billed annually.

Copper’s pricing for the higher tiers is competitive. Overall, Copper is much cheaper than HubSpot and some other expensive competitors.

We also appreciate the 14-day trial it offers for all plans.

However, the three-user cap on the basic plan seems unnecessary. Many other CRM tools we researched do not enforce a user cap.

Copper CRM Basic

Copper CRM’s Basic plan is the lowest tier and is suitable for new users and small teams.

It’s an okay low-level package, but it’s missing a chunk of key features.

Along with the three-person limit, it has a 2,500-contact limit. The contact limit isn’t bad compared to competitors’ basic plans.

The Basic plan allows for most Google Workspace integration features, which is useful.

Basic users can add a Chrome extension, and the CRM integrates with Google Calendar, Gmail, and Google Contacts.

It also provides project management, multiple pipelines, and team collaboration.

The Basic plan is missing workflow automation and bulk email sending. It is also missing most of the software integrations, and it has reporting and customization limitations.

Like most basic packages, the price is low, and the features are limited.

Keep in mind the user limit. Unless you want multiple people sharing the same username, you’ll need to upgrade.

Copper CRM Professional

The Copper CRM Professional plan is best for growing teams and SMBs.

We’re happy to report the Professional plan dumps the three-user limit. It allows as many users as its customer needs.

There is also a contact cap at 15,000. This is extremely generous compared to other CRM tools.

For example, HubSpot’s $800 per month mid-tier package has a contact cap of 2,000. After 2,000, you are required to pay more for additional contacts.

While HubSpot is the best for most, Copper clearly outperforms it in this aspect.

The Professional Copper plan also includes every Google Workspace integration.

It allows unlimited bulk email templates and sends. It also includes more software integrations, teaming up with programs like DocuSign, HubSpot, MailChimp, and QuickBooks.

This package is more customizable than the Basic, and it allows for different currencies to be used.

The Professional plan includes most of the features Copper has to offer. We think this is an excellent plan compared to other CRM’s mid-tier packages.

Copper CRM Business

The Copper CRM Business plan is best suited for larger businesses that are already scaling.

This plan has no limit on the number of contacts that can be added. This is more considerate than some of its competitors.

In comparison, HubSpot’s highest tier package allows only 10,000 contacts. After 10,000, users must pay more.

Copper CRM’s Business plan gives users access to everything Copper has to offer.

Besides features offered in the Professional plan, this one also includes email sequencing, custom embedded integration options, leaderboards, and goal tracking.

There is an immense amount of customization with this plan, but there’s a lack of exclusive customer service benefits.

The Copper support team is available to users of all plans, and there is no mention of extra one-on-one support with the Business plan. This is different from other CRM tools.

For example, Salesflare’s highest-tier option provides users with customized training and a dedicated account manager.

CRM Business is a solid plan, but the Professional plan already includes most of Copper’s features and has a high contact limit.

Unless the added features of the Business plan are essential, we recommend sticking with the Professional plan for businesses needing less than 10,000 contacts.

Comparing the Best CRM Software

While learning all things Copper is useful, it’s also important to familiarize yourself with other CRM software options. Our in-depth guide will help you do just that. Check out our best CRM software guide here.

We like Copper CRM because of its Google Workspace compatibility, automation, simplicity, lead management, customized reporting, quick onboarding, security, and ability to work with different industries. The three plans offered have competitive pricing and features.

But these aren’t necessarily standout features any more. Google Workspace integration is virtually table stakes these days for any tool that’s going to help you communicate with customers. Where Copper excels is making that integration elegant. Find out more about why people are excited to use Copper CRM to grow their business.

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