--- title: "Copper Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is Copper the right Small Business CRM solution for you? Explore 622 verified user reviews from people in industries like yours to make a confident choice." source_url: "https://www.capterra.com/p/141642/Copper/reviews/" page_type: "reviews" language: "en" publication_date: "2026-09-29" --- Copper 4.4 (622) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated September 29th, 2026 # Reviews of Copper Ease of use 4.5 Customer Service 4.3 ## Pros and Cons in Reviews JM Jovy M Program CoordinatorBiotechnology, 11 - 50 employeesUsed the software for: 1-2 years. “I also like that list item selections persist even after interacting with items, unlike classic spreadsheets like Excel and Sheets.“ December 6, 2024 JC James C Customer Success ManagerComputer Software, 2 - 10 employeesUsed the software for: Less than 6 months. “Copper's highly customizable setup is also its downfall: there aren't many resources for training to the specific needs I may have. “ January 6, 2025 RD Rich D Managing DirectorEducation Management, 11 - 50 employeesUsed the software for: 1-2 years. “The connection to everyone's email is a huge time-saver, and it's extremely helpful to review something in my inbox and have their Copper profile pop up on the screen.“ January 13, 2025 AA Anna A Head of SalesComputer Software, 51 - 200 employeesUsed the software for: 1-2 years. “The billing and cancellation process is rigid and inflexible, especially for long-time customers who simply forget a legacy seat renewal.“ October 6, 2025 JC James C Customer Success ManagerComputer Software, 2 - 10 employeesUsed the software for: Less than 6 months. “It is highly customizable, allowing my to create a unique workflow for my needs.“ January 6, 2025 SR Sarah R VP, Client RelationsMarketing and Advertising, 51 - 200 employeesUsed the software for: More than 2 years. “I can't merge duplicate companies without scrolling through the entire list.“ November 14, 2025 RD Rich D Managing DirectorEducation Management, 11 - 50 employeesUsed the software for: 1-2 years. “We use Google Workspace, and the integration has been seamless, especially regarding our calendar sync.“ January 13, 2025 AA Anna A Head of SalesComputer Software, 51 - 200 employeesUsed the software for: 1-2 years. “We haven’t been using Copper for over 3 years, but the subscription kept auto-renewing. When I reached out to request a refund right after renewal, support declined—even though the account had been completely inactive.“ October 6, 2025 ## Showing most helpful reviews Showing 1-25 of 622 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Artem R. Founder Computer Software Used the software for: 2+ years ### "Good, well-balanced small business CRM" September 3, 2021 5.0 Pros Copper is feature-rich and did everything we wanted it to do to manage sales at a relatively large website. We used Copper to manage leads, convert them to opportunities, track payments, and fulfill our clients' orders. We also set up integrations with Slack and Google Forms, which made it much easier for clients to reach out and for us to track progress and discuss projects in a single tool (Slack). Cons Pricing could be more competitive, but compared to Salesforce, it's probably not bad at all. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing Copper Price and simplicity, given how capable it still was for our needs. Review Source ZR Zach R. VP Of Sales and Marketing Building Materials Used the software for: 1-2 years ### "Simple but Powerful" July 7, 2025 5.0 I have enjoyed it. Even with a few things I wish they had, the customer service team is helpful to explain whether or not certain things can be utilized. Pros Love the reminders and tasks that we can set to followup or complete tasks with customers. It allows me to assign them to myself or other team members. Cons Lack of templates for emails or sending estimates through it. I would love to be able to send estimates outside of my accounting software and send them through my CRM Review Source Response from Copper July 9, 2025 Hi Zach, thanks for the kind review! Love to hear that reminders and tasks are helping keep your team organized. Regarding your feedback on sending estimates, I've passed your feedback along to our product team for future consideration. CH Cecilia H. VP of Economic Development Market Research Used the software for: 1-2 years ### "A decent solution for a small business" January 4, 2025 3.0 Overall, this solution works for our small business. Pros It's very straight forward and has decent functionality for a small business that isn't ready for an expensive, customized CRM. Cons Feels clunky at times, some limited features. Review Source AM Amy M. Business Development rep. Staffing and Recruiting Used the software for: 1-2 years ### "Copper works for me" March 17, 2025 4.0 I would say its been pretty good for the most part. Pros I like the user friendly access you have to your complete sales funnel at any given time or place. Cons When entering a sales prospect having to add so much information. Review Source DR Deborah R. Office Manager Construction Used the software for: 2+ years ### "Love this Program" February 14, 2025 5.0 We have been very happy with it. Helped streamline our business in one spot. Pros So easy to use. Support it great as well. Helped our company get our sales in the same system. Cons I do not have any real problems with it. Connects to gmail. Review Source Sam L. Head of Digital Marketing Leisure, Travel & Tourism Used the software for: 6-12 months ### "Basic CRM, looking for automated workflows, look elsewhere!" May 2, 2019 2.0 Copper is our CRM and is only used for our sales team. Our products are a mobile app and website that generate leads that go into Copper in which our sales team is able to qualify and view all communication with prospects and move them along the appropriate pipeline. One of the main problems that Copper solves for us is integrating with Slack and their mobile app to update us real-time of new leads. Also, a nice feature of Copper is their integration with G Suite (since Copper is a Google Product), that keeps track of all communication with each prospect. From a more technical perspective, Copper has a quite robust API that allows us to connect our mobile app attribution platform, Slack, PostgresSQL, and chatbot Intercom. Pros One of the main benefits of Copper is real-time reports. We are able to breakdown won and lost revenue amongst our sales team and also account for projected sales revenue based on the opportunities in the pipeline and the expected close rate of those opportunities. Copper has automated actions that allow us to move prospects through pipelines effectively. We set automated reminders and tasks for opportunities based on their pipeline and stage within the pipeline. These reminders and tasks are also emailed and sent as a push notification to each respective lead owner.Copper has automated actions that allow us to move prospects through pipelines effectively. We set automated reminders and tasks for opportunities based on their pipeline and stage within the pipeline. These reminders and tasks are also emailed and sent as a push notification to each respective lead owner. We are a big fan of the Copper newsletters. They provide a clear roadmap of what to expect from them from a product development standpoint and what to expect next. Their emails are easy to digest, and optimized for mobile. Also, they ask for user input that has been integrated into their roadmap. Cons While Copper has a quite robust API, they do not have any webhook receiver URLs. In order to effectively communicate data between Copper and another platform is through a paid Zapier account or Tray.io. Automated actions are nice, but the work flow automations are extremely limited. We are not able to send users automated emails, push notifications when they enter a new stage of a pipeline. More direct integrations with messaging services - transactional + marketing email services, push notification platforms, chat services. Alternatives considered [ActiveCampaign](https://www.capterra.com/p/79367/ActiveCampaign/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing Copper I didn't have much authorization in the selection of Copper, however, I have looked into switching costs and leaving Copper due to their limited workflow automations. Hubspot and Salesforce look more robust and integrated with our other marketing tools. We are too sunk in with Copper into Slack, our backend, and current sales process to switch over and learn again. As a result, we have decided to stick with Copper and wait anxiously for their new product updates. Review Source JG Jake G. Marketplace Manager Marketing and Advertising Used the software for: 1-2 years ### "Its good, but constantly logs you out which is frustrating" February 28, 2025 4.0 Its good when im signed in and use it but it logs me out constantly Pros Lead gen, opportunity tracking, mass email tool Cons Always signs you out, the extension is buggy and no longer autofills information Review Source Response from Copper March 19, 2025 Hi Jake, thanks for the review! We're glad to hear it's helping your lead generation tactics. Regarding Copper signing you out - that's should definitely not be what you're experiencing. Can you reach out to our support team at support@copper.com? JC James C. Customer Success Manager Computer Software Used the software for: Less than 6 months ### "Great for CRM, especially with Gmail management" January 6, 2025 4.0 Overall, I like Copper and its capabilities. I just wish its training programs were more robust. Pros Copper provides a comprehensive suite of tools that allows me to track existing clients, identify opportunities, and communicate with different audiences based on their customer profile. It is highly customizable, allowing my to create a unique workflow for my needs. However, the best feature is Copper's ability to sync with my Gmail-based work account, capturing all conversations with clients. Cons Copper's highly customizable setup is also its downfall: there aren't many resources for training to the specific needs I may have. In other words, Copper's training modules are very generic; their support is geared around how to use the platform instead of speaking to a specific need Also, there are Q&A forums and office hours with staff support, but there aren't many video tutorials. I learn best by following along in a guided exercise, but there aren't many video tutorials. Other Review Source MG Monique G. Administrative Assistant Construction Used the software for: 2+ years ### "Easy/Organized CRM " December 3, 2024 4.0 Overall experience using Copper is good. Easy to use and organize data. Filtering is great. Ability to customize the pipeline for opportunities is nice. Gmail integration is great. Exporting tools are very useful. Pros Organization and Clarity. Easy to understand and the filtering system is very efficient. Cons Chat bot. Difficult to get in touch with an actual person on the phone. Review Source JM Jovy M. Program Coordinator Biotechnology Used the software for: 1-2 years ### "Thank you Copper!" December 6, 2024 4.0 Overall, I've been really appreciating having Copper around. It's extremely useful for organizing the hundreds of projects I oversee so whenever I have a call with this person or that person, I'm not scrambling to remember the details. Pros I like the UI design, the sorting features, the categorical colouring, and the consolidation of information/files. I also like that list item selections persist even after interacting with items, unlike classic spreadsheets like Excel and Sheets. Cons I hesitate to filter my lists because it feels sort of irreversible to an extent. I know it's not, but the act of going into the filter menu, changing pre-existing filters, and then pressing "update filter" \*feels\* hard to reverse. Subconsciously, I feel like if I changed my filter, I'm afraid of forgetting what it used to look like. I end up just sorting my column of interest alphabetically/numerically and then scrolling down the sorted list to the keyword I wanted to focus on. It would be cool if the filtering UX was a little less "daunting." I hope that makes sense! Review Source PS Phil S. Sales Manager Food Production Used the software for: 2+ years ### "Sales for Organic Maple Syrup" August 11, 2021 4.0 Great tool for the price and for a team. Pros A very essential tool, pretty easy to use for Sales CRM. Cons Lots of features are not needed for the basic sale of a grocery product. Would like to link a People of a Company to be the Companies Primary Contact. so there is only one entry for that in the Company. Wish saved files could be viewed and not just downloaded. Alternatives considered [HubSpot Marketing Hub](https://www.capterra.com/p/171840/HubSpot-Marketing/)[Netskope One Platform](https://www.capterra.com/p/130671/Insightly/) Reason for choosing Copper Better team integration. Better Gmail intergration. Switched from [Results](https://www.capterra.com/p/70969/Results-CRM-Business-Suite/) Copper (Prosperworks) is much better. Review Source GG Galen G. Site Manager Manager Events Services Used the software for: 1-2 years ### "I really enjoy working with copper" December 2, 2024 4.0 I use Copper everyday with work. It has information on every event we book. Mostly I have an exceptional experience. Pros I like how vast it is. How much information is handy. Cons I find it somewhat frustrating to search Copper. Especially for events with multiple dates. Review Source Celeste M. Head of Partnerships Alternative Medicine Used the software for: 1-2 years ### "Copper :: A sturdy pipeline to success!" December 2, 2024 5.0 Copper is a saving grace CRM for sales organizations Pros Copper helps create an easy follow-up and sales process while being cheaper than most CRMs Cons It's a little confusing to figure out how to use at first Review Source JH Jonathan H. National HELOC Executive Financial Services Used the software for: 1-2 years ### "Good Platform Interface But Needs Improvement" December 2, 2024 3.0 Overall, it has potential but needs work. They are adding features, but some of them should have been there from day 1 Pros Love the user interface and the addition of features like automated emails recently Cons Seems to fall behind in functionality compared to industry leaders like Salesforce Review Source TH Tamara H. Administrative Assistant Renewables & Environment Used the software for: Less than 6 months ### "Happy with Copper" January 2, 2025 4.0 Very helpful. Easy to use everyday. Saves paperwork Pros The simplicity of the program overall. Easy to use. Cons Getting set up was a little tricky. Thanks to \[sensitive content hidden\] we managed to get it done Review Source DJ Danielle J. Relationship Manager Publishing Used the software for: 2+ years ### "Copper - Keep everything in 1 place" November 7, 2024 5.0 IT has been really good so far. Any issues I have I reach out for help Pros It keeps everything organized that I need in 1 place Cons Can't send more the 200 emails at a time Review Source AS Andrea S. Office Administrator Construction Used the software for: 1-2 years ### "Copper Review" October 30, 2024 5.0 Out of all of the CRM software companies we have worked with, copper has been the most useful for our business and everyday use. Pros Copper is very useful for our business to track out opportunities and have communication between all teams. Cons We did have an issue with our filters. When we move a job to "Won" you have to do it 3 times in order for it to disappear from the column but the Copper helpline is always able to help us reset our filters. Review Source TW Timothy W. COO Professional Training & Coaching Used the software for: 2+ years ### "Hooked in by Gmail integration, Pushed Away by Lack of Features" February 3, 2020 2.0 The icing on the cake for us with Copper (which had an easier to remember name when it was called Prosperworks), was that we decided to cancel and reached out about ending our contract. Since we did it after the end of the 2nd year of our contract, we were now committed for a 3rd year. We had to remember to do so a month in advance of the end of our 1 year. Now, anyone who is in SaaS knows that this is insane. This is a self-setup system (I may have spoken to a person once). The only reason to do this is to take advantage of your customers. This is a terrible practice and I wish we had never made the mistake of engaging with them. Pros We embraced Copper even though it was a little pricey for a small business and required us to commit to a year. Our main reason for using it is that everyone in the company has to at some points be a salesperson and we thought that a tool built for Gmail would be the best option. Cons When we started to seriously use the software for more than big contracts and started to reach out to a lot of prospects, the holes in the system were glaring. There are a ton of small things that just drove us crazy. We ended with tons of duplicates. To eliminate them you have to export to Excel, etc. Not fun and not realistic. Any mistakes during data imports caused all sorts of data problems. There is no automating of drip email campaigns. The navigation is so confusing. We spent a lot of time figuring out where we clicked to get to a particular screen and how to replicate it. I found myself being super careful to do the exact same thing every time because it shows leads, contacts, accounts and opportunities in an alternating left-right fashion that is just confusing. The absolute biggest is that there are no reports that give you any insights into how your email is performing, which is odd because they've written blog posts on the importance of doing so. All you can see is a running list of who opened your email or didn't. It is like looking at a terminal window for error messages. Review Source Response from Copper February 10, 2020 Hi Timothy, thanks for the thorough review. We're very sorry about the experience you've had with our team in the past, and we're doing everything we can to make things right. We understand Emilia from our team reached out and was able to connect with you to better understand where we could better improve and address the hurdles you've run into. We're happy to hear the lines of communication were open and extend that offer to you beyond Emilia's initial outreach. Thanks again. MB Marc-Antoine B. Manager, booking agent, label manager, PR Music Used the software for: 2+ years ### "Copper is a great tool for sales, contacts and tasks management" August 16, 2021 5.0 Copper is defenitely a very powerful tool when it comes down to sales and task management. It is easy and instinctive to use! Pros As a booking agent and as an artist manager, the 2 things that I enjoy the most with Copper are the Task Manager and the Contact List features. It goes without saying that the contact list manager is a very powerful tool. It is easy to use: whether you just want to browse through the contacts, uplaod/add new clients or even if you need to find a "needle in a haystack". All the filters that you can apply in a research are super helpful! The task Manager is also one of the main feature that I use on a daily basis. I find it super easy and convinient to set up remainders and follow ups. It is also very useful when it comes down to dedicate tasks to colleagues (without having to talk to them, because you can be very clear using the "details" section). Cons I think probably the biggest issue I have with Copper is that we are all francophones at Doze Agency. Because the version of the software we are using is in English, we sometimes have problems with some "list management". We sometimes have to use some special caracters in French (for exemple: "é", "è", "à", etc.). Maybe a French version of the software is not an option, but a cool feature would be that the software could associate special caracters like "é" to the letter "e" or a caracter like "à" to the letter "a". I know it may sound strange to some, and I don't know to what extent there are other french speaking users of the software, but it would defenitely be a great plus! Review Source PS Pratham S. Mean Stack Developer Staffing and Recruiting Used the software for: 2+ years ### "G-Suite compatible single-purpose CRM for small businesses" February 21, 2023 4.0 Copper is strong enough to be helpful and is easy enough for everybody to utilise. It is addressing the requirement to provide details about each of our connections and classify them into various cohorts to be a suitable fit for our events. Regular use of copper surely improves our company's performance. I frequently utilise the mobile app to contact a client when I'm out of the office. I don't have to add contacts on my phone, which is nice. Pros Because Copper is user-friendly, teams can easily create enduring CRM habits and practices. It has a minimal UI and is lightweight and quick. It seamlessly connects with the other technologies we use internally, allowing us to automate a variety of tedious manual operations that were previously required. Additionally, it records the ways in which customers discover our company, and I use that information to decide how best to spend our advertising budget. This is an excellent sales tool for small businesses. Cons I wish it were simple to trace customer SMS messages. It would be convenient if all customer texts could be forwarded to this location in some way. I don't like that we don't get analytics or the opportunity to plan a follow-up based on the recipient's activity, etc. This would completely alter the situation for copper. Also, there have been a few instances where the connection between Copper and Google Data Studio stopped operating for a week or two, which affected our internal procedures. Review Source bJ bob J. owner Insurance Used the software for: Less than 6 months ### "Extremely Limited" November 22, 2016 2.0 Tried PW for my insurance biz. It was a total waste of time. It took 20+ hours to set up for my business and did very little to help organize contacts/meetings/notes as I required. Also needed to be able to filter/search for data. Overall, it lacked customization. Wanted to add custom fields like birthdates. This proved impossible, as the date field required input via pop up calendar, so you'd have to click through every month to get back to January 1 1965. I talked to their support people for a total of 3 hours and the conclusion of it all was "the software can't do that and we're not going to implement that unless a ton of people ask for it." That should have been a red flag because it just got worse. Importing data is super annoying. If you have a google sheet you want to import, you have to download it as a CSV then re-upload it, and hope the fields match up. It also adds a bunch of tags to crap that makes a huge data mess you end up wasting hours to fix. The dashboard is a total waste of space. There is no useful information. The People section is basically a glorified Excel spread sheet. When you export your data it grabs the fields, but leaves all of the activity notes behind, so you cannot back those Custom filters are another massive failure. If you want to filter by X but exclude everyone who already has Y, it's impossible. I think an undergrad designed this system because it lacks advanced features severely. If you want to set up a daily to-do queue, forget it. You might as well use paper checklist or a spreadsheet. Another major problem is that it will pull info out of your google contacts and if you check the box for Sync with Contacts, it will completely destroy your hardwork in contacts. It deletes data out of fields, such as addresses and phone numbers. You have to pay for another software called Pieworks to fix that, but it's also terrible. A simple basic feature that should be included is not, and you have to pay yet another monthly sub for something really stupid that should be there. It has an app for android, and it was convenient when out of the office. You can pull up the contact and if you just had a meeting with them, dictate the notes into logging a meeting. If you need to call them, just tap their phone number, and at the end of the call PW is already logging your call, just enter the notes about topics of discussion. However, the app needs improvement in terms of the dashboard, such as calendar and to do list like a call queue or other service tasks. You have to submit tickets for every little thing. It's extremely annoying and waste of your time. I decided to cancel this, pulled all of my data out of PW and set it up in a spreadsheet. PW is barely more than a spreadsheet with a pretty interface. It's not worth the money. You might as well use something free -- or spend the money and get a real CRM with all the features you really need. They will not let you cancel. There is no place to remove your billing information or cancel your plan. You have to submit a ticket and hope they answer it, but more likely, they'll ignore it because they are a greedy company that ignores the requests users make on their website for changes. They claim they are the CRM google uses, but that's not true. This is a very immature piece of software that cannot handle a serious business with specialized needs. They may have partnered with Pros Interface is OK but needs improvement. The app was convenient, but needs a better dashboard. Cons High cost, lack of customization and features. Have to submit tickets for any help. Lack of training videos. Review Source DE Dallas E. Product Specialist Marketing and Advertising Used the software for: 2+ years ### "Excellent management for Sales Teams!" August 11, 2021 5.0 My overall experience with Copper has been great. I've transitioned from customer success to sales over the past few years with Copper and the insight I have at my fingertips is so valuable. I wouldn't be able to keep up with all my leads and customer relationships without it. Pros Copper is very user friendly, and easy to implement across different levels of experience for teams. Once you're set up, the CRM gives full insight and transparency to what's going on with my leads at every stage of their lifecycle. I couldn't manage all my leads at scale this easily without Copper. Cons At first I wasn't a big fan of the reports I had available (maybe personal preference here), but it has been recently overhauled and I am enjoying them now. Reports give me the data insight at a glance that our team needs for meetings. That tells me they are always keeping an eye on big impact updates! Review Source AS Andrea S. Membership Animator Non-Profit Organization Management Used the software for: 6-12 months ### "Everything I need for success in one platform " August 11, 2021 4.0 At first the learning curve with Copper CRM was difficult especially since I had been trained in other softwares. The video tutorials were a great help! At this time and after the learning curve I am very happy with my overall experience with Copper. I use it daily and enjoy how I can personalize the features to suit my sales and relationship management needs. Pros There are a few features in which I like most about the Copper CRM software. Firstly, the opportunities pipeline feature. This is a great tool in following the journey of prospective members and new members. When moving throughout stages of the platform intergrations allow for tasks to be automated with intergrations to Gmail. Which leads me to my next favourite feature which is the Gmail intergration and Zapier intergrations. This allows for my workflow to become much easier, built-in interaction tracking, and more. The email templates are a huge plus too! Cons It was previously the dashboard, but the recent upgrade which allows for a customizable dashboard is a wonderful added value. Alternatives considered [Blackbaud Raiser's Edge NXT](https://www.capterra.com/p/247647/Blackbaud-Raiser-s-Edge-NXT/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing Copper Intergrations, automations, and price. Review Source SB Shannon B. Vice President Real Estate Used the software for: 6-12 months ### "Copper for Commercial Real Estate" February 2, 2022 5.0 It has been super easy to customize and utilize for prospects, clients, and my deal pipeline. My current goal is to get 1000 Companies fully detailed in Copper and then I will start using key features such as email campaigns. Pros Integrates with email effortless. Track every email sent to prospect or client - even emails exchange prior to adding them into the CRM. Cons There is no easy way to attach properties to Companies / Person like an APTO does. However, for us, client management vs tracking properties is more important. Reason for choosing Copper Google Integration Review Source AG Ashley G. ceo Financial Services Used the software for: 2+ years ### "Copper is a perfect place to start when creating a CRM" February 2, 2022 5.0 The staff are very knowledgeable and attentive. Pros The Gsuite integration is definitely the biggest plus. We are starting to get better insights through the improved reporting functions. Cons Partnership referral tracking is cumbersome. Reason for choosing Copper Gsuite connectivity. 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