Copper

Trial

copper.com

Manytools

CRM Management Tools

Copper

Trial

copper.com

Win clients for life with Copper CRM software solutions. Give us a try and see how we can help your business build stronger customer relationships.

Popularity

10% people use it

Features

Case Management

Tracks issues/help requests reported by customers through the resolution process.

Contact & Account Management

Store and retrieve information associated with customer contacts and accounts. Track company-wide communication and information about contacts and accounts.

Customer Contract Management

Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts, ensuring compliance with them, and documenting and agreeing on any changes or amendments that may arise during its implementation or execution.

Customization

Allows administrators to customize to accommodate their unique processes. Includes creating custom objects, fields, rules, calculations, and views.

Case Management

Tracks issues/help requests reported by customers through the resolution process.

Contact & Account Management

Store and retrieve information associated with customer contacts and accounts. Track company-wide communication and information about contacts and accounts.

Customer Contract Management

Customization

Allows administrators to customize to accommodate their unique processes. Includes creating custom objects, fields, rules, calculations, and views.

Desktop Integration

Allows users to sync their Email, Calendar, and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration.

Integration APIs

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable the integration of data, logic, objects, etc with other software applications.

Lead Management

Allows users to manage and track leads through a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution, and Lead Qualification.

Opportunity & Pipeline Mgmt.

Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.

Product & Price List Management

Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system.

Reporting

Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports.

Sandbox / Test Environments

Allows administrators to develop and test changes to the CRM deployment easily. After changes are made admins can easily migrate the changes into the "live" or "production" environment.

Task / Activity Management

Manage and track tasks and activities. Assign due dates and integrate into calendars to manage daily schedules and priorities.

User, Role, and Access Management

Grant access to select data, features, objects, etc., based on the users, user role, groups, etc.

Workflow Capability

Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. It also includes notifications of users when they need to take action.

Platform

iOS

Android

Web

Price$29

Free

Creating meaningful customer relationships is at the heart of every successful business and Copper CRM software solutions is here to help you achieve that. With a host of innovative features and an intuitive interface, Copper is designed to help businesses of all sizes build stronger customer relationships.

Comprehensive CRM Solutions

Copper offers a full suite of Customer Relationship Management (CRM) tools that are designed to help you win clients for life. From tracking leads and managing customer contacts to analyzing sales data, Copper provides a one-stop solution for all your CRM needs.

Seamless Integration

Copper’s software solutions integrate seamlessly with your existing systems and applications. Whether you're using Gmail, Slack, or any other productivity tool, Copper ensures that your workflow is uninterrupted and your team stays in sync.

Designed For Ease Of Use

One of the standout features of Copper is its user-friendly design. The intuitive interface makes it easy for everyone on your team to navigate through the system, even if they're not tech-savvy. With Copper, you can focus on what you do best - building strong customer relationships.

Robust Data Analysis

Copper provides robust data analysis tools that make it easy to track and evaluate your customer relationships. These tools give you insights into your customers’ behavior, helping you make data-driven decisions that can boost your business.

Proactive Customer Support

Copper understands the importance of reliable customer support. They are committed to providing proactive and responsive support to ensure that any issues you might encounter are addressed promptly.

Try Copper Today

Copper is confident in the value they provide and encourages potential users to try their CRM software solutions. Experience firsthand how Copper can help your business build stronger customer relationships.

In Summary

Overall, Copper CRM software solutions offer a comprehensive suite of tools designed to help businesses build and maintain strong customer relationships. From seamless integration with existing systems to robust data analysis capabilities and proactive customer support, Copper is a reliable partner for any business looking to enhance their CRM strategies.

Copper CRM Review

16 Aug 2022

Exhausted from searching for a straightforward CRM tool that flawlessly integrates with Google Workspace? Copper is a CRM solution renowned for its automation, simplicity, and seamless compatibility with Google Workspace. While it may not tick every box in terms of CRM expectations compared to competitors like HubSpot and Salesforce, Copper CRM has proven to be the optimal choice for a specific clientele: Businesses heavily reliant on Google that prioritize simplicity.

The Daily Egg

www.crazyegg.com

Copper CRM Review 2023 (Are the Pros & Cons Worth the Pricing?)

27 Dec 2021

Do you mainly use Gmail to communicate with clients? If so, Copper may be the ideal solution for you. If you're a Google-centric business seeking a user-friendly, automation-focused CRM tool, Copper is the perfect match. For those seeking comprehensive email integration, lead management, and workflow automation within a straightforward interface at an affordable price, Copper is an excellent choice for your team. However, if you rely on an email service other than Gmail and aren't concerned with Google Workspace apps and tools, Copper may not be what you're looking for. Copper offers a 14-day free trial that grants access to all features included in the Professional plan. It's worth testing the software to determine if it's the right fit for your needs.

Sandra Petrova

crm.org

Copper CRM Review: Is It Right for Your Business in 2023?

05 Dec 2022

Copper CRM comes highly recommended as a customer relationship management (CRM) software platform for those utilizing Google Workspace. Additionally, it is one of our top choices for operational and commercial real estate CRMs. Copper excels in certain aspects, particularly in terms of its user-friendliness and expert rating, as it is considered highly intuitive and simple to use by both our team and current Copper users. On the other hand, Copper received a lower score in customer service due to its limited support availability, which is restricted to business hours, and the absence of phone support. Moreover, we gave a lower rating to its specialized features, as although Copper offers advanced functionalities, they are mainly accessible through the more expensive plans.

Jess Pingrey

FitSmallBusiness

fitsmallbusiness.com