--- title: "Page 3 | Copper Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Page 3 - 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=3" page_type: "reviews" language: "en" publication_date: "2026-11-09" --- 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 November 9th, 2026 # Page 3 - Reviews of Copper ## Showing most helpful reviews Showing 51-75 of 622 available reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use CEO Used the software for: 3-5 years ### "The ONLY Fully-Integrated CRM Solution for Google Workspace" February 7, 2022 5.0 Our small business has been a Copper client for the last 2-3 years and we have been incredibly happy with the Copper CRM product and the team that supports it. As our business grows, so do our CRM needs. Copper has been able to fulfill each of these needs as they arise, often from regular updates on their product roadmap. It's almost like Copper has been "inside our head" and developed exactly what we needed prior to us asking. @TeamCopper - Great job listening to your clients in the community and actually developing your product to suit our needs. This is what encouraged us to sign a 5-year agreement with you! Pros Full functionality within Google Workspace plug-in (Gmail, Calendar). Ability to pull a list view of Opportunities, Leads, etc and update individual records without leaving the screen (HUGE time-saver). Cons Import function needs work in the area of duplicate management and add/ overwrite tags. Third-party integration with Zapier makes this seamless but can add unnecessary expenses. Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Eat your heart out, Salesforce. Copper just packed your lunch! If you are looking for a robust CRM/ lead management/ marketing suite that has all the lipstick but WITHOUT the Dev cost of Salesforce et al, then you need to try Copper. We did. And we couldn't be happier. Just try it. You won't regret it. Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[Netskope One Platform](https://www.capterra.com/p/130671/Insightly/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reasons for choosing Copper Copper was the robust, affordable solution to our growing CRM needs. Without the Dev cost. Review Source Owner Used the software for: 3-5 years ### "I really like Copper" August 18, 2021 4.0 For us it all hinges on Opportunity tracking - which we modified into a "start-to-finish/inquiry-to-money-collected" tracker. We don't use the project management or task management. Pros The Google integration and drag and drop pipelines/stages are what sold me. It didn't take long to learn and start modifying it for our activity/information needs. The mobile version is more than adequate and the whole UI is well done. Like all good software, I'm sure there are features and shortcuts we don't use enough, but basically, it is more than suited for what we use it for; Customer information and job process tracking. Cons These cost more money - via upgrade; Mailchimp integration, adding many custom fields, and better than limited reporting. We run the Basic version. Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[Netskope One Platform](https://www.capterra.com/p/130671/Insightly/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reasons for choosing Copper It was the best UI, Google integrated, flexible one of what we looked at. Review Source Managing Director Used the software for: 3-5 years ### "User experience" August 18, 2021 5.0 Pros Ease of use and its strong and seamless integration with Google suite. Cons Personalized customer support when needed. Switched from [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) The previous CRM was not at all user friendly. Review Source Michael B. Associate Used the software for: 1-3 years ### "Copper for Small Business" August 18, 2021 4.0 I like Copper, it is easy to use and integrated with Gmail. Cloud base allows use any place in the world. Accounts and analysts (people who do nothing but watch what I do) love looking at my copper but hate putting information in system. Pros 1\. Organizes leads, people, and anything for sales. 2. sends reminder emails about presentation or phone call. 3. cloud based, can be done anywhere 4. Task managment 5. easy input with enough infomration on clients. Sometimes find info on leads online. Cons 1\. Can't same attachments for emails. 2. Does not integrate with LinkedIn (App for LinkedIn mixing is terrible). 3. Not enough time to use because focoused on other things for small busines. Switched from [QuickBooks Time](https://www.capterra.com/p/151722/TSheets/) IT person at company wanted to switch. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Review Source Nathan Y. Managing Director Used the software for: 1-3 years ### "OK product. TERRIBLE customer service. DECEPTIVE cancellation policy" February 8, 2021 1.0 OK product. Terrible company to do business with. Avoid. Pros Attractive, easy to use, with good G-Suite integration. Cons Labyrinthian cancellation process with UI designed to lead users as far away from a successful cancellation as possible. No confirmations of cancellation in UI or emailed. No user viewable record of cancellation. I was billed for 10 months after I thought I cancelled. When I tried to login after noticing the charges, I was unable to even after attempting to reset my password (No user exists). I explained the situation to customer service and they reset my account and told me they weren't able to discuss refunds for the past 10 months until I processed another cancellation on my reset account. I did so and was billed AGAIN two days later. When I contact customer service, they said that per their policy, not only was that charge valid, but that I would be charged AGAIN next month before charges stopped. When I asked about a refund for the past 10 months, they said that I should have cancelled and when I said that I did, they said prove it. I told them that their system does not generate cancellation emails and they said that per company policy, they would provide no refunds without proof of cancellation. PROOF THAT DOESNT EXIST BECAUSE THERE IS NO RECORD OF CANCELLATION EMAILED TO YOU OR AVAILABLE IN THE APP. Review Source Response from Copper July 12, 2021 Thank you for taking the time to submit a review. As a result of your feedback here and on other sites, and as a result of similar feedback from others, we have taken significant steps to improve as follows: 1. We hired a new VP of Customer Success, who took this problem on immediately. 2. He instituted 3 additional renewal email reminders: 90 days, 45 days, and 30 days before renewal 3. If the email reminder bounces due to account ownership changes, we assign the case to a Success Manager to track down the current owner to ensure the renewal notices are delivered 4. We adjust the renewal period not to start until we have confirmation that the account owner has been notified. 5. We rewrote our terms of service to make our policies more clear 6. We worked with support to provide clearer instructions on how to cancel an account. 7. We increased our support staff by 50% to make it easier for customers to get in touch. We wish you all the best in your future endeavors. Administarative Coordinator Used the software for: Less than 1 year ### "Copper Has Failed " September 5, 2019 2.0 A CRM is a great thing, but Copper has not delivered! The software is unreliable, the customer service has fallen short. What we were promised is not what we have received. It is too bad, because I love a lot of the features. Pros It is easy to use, once you get the hang of it. Good customization. Phone App. Copper integrates with all things Google. Cons The Software isn't solid! In a matter of 6 weeks the CRM has had 2 major malfunctions, called "bugs" according to Copper support staff. 1)People Records Malfunction - I am the admin of this software and the person responsible for uploading 28 years of Legacy Data (all of our customer records). In attempting to update some of the outdated contact info changing phone numbers and addresses, emails etc. which I populated into Copper from various spreadsheets, work order lists, Quick Book records, and email contact lists. The "People" records began to malfunction; phone numbers literally began jumping around. Example, I would open someone's customer's record and another customers number would populate, I would end up calling the wrong customer. Copper engineers have been "working" on this for a month, still no fix. 2.) Opportunity Pipeline Malfunction - Imports are mapping to the wrong Pipeline. I have hundreds of business opportunity records, Google sheet based spreadsheets, that I am attempting to import (bulk) thousands of cells of data to the CRM, despite properly mapping the import (correct methods on my part) this crucial business information imports to the wrong pipeline & tons of data is lost in the process. This is huge, if you can't import and map your customers spreadsheet records (bulk) you have to hand enter each record. What should take 5 mins will take days/weeks/months! This has been going on for over a week now, and no one at Copper seems to care. Reasons for choosing Copper Integration, easy to use, affordable, worked with Google Suites.We were promised ongoing support with a dedicated Account Manager and access to 1x1 support. Immediately after signing our 1 yr agreement the customer service structure was overhauled. No dedicated account manager, little support, 1x1 support is 15 min time slots some staff are brand new with little knowledge/experience. No telephone support it was replaced by an inadequate CHAT system, super frustrating...big waste of time. I really trusted the on boarding specialist, she was amazing, really cared. Unfortunately, the other support staff don't seem to care enough, follow up with issues, communicate in a timely manner. Review Source Response from Copper September 19, 2019 Thank you for the honest review, Bronwyn. This is beyond helpful and we'll be taking your feedback to the team and look into improving where we were unable to provide a stellar user experience for you. Greg H. director of operations Used the software for: Less than 1 year ### "Too Glitchy and Poor Support." February 9, 2018 1.0 Let me be clear, this product has great potential, and is almost good enough. But after multiple bad experiences with support, and an apparently stagnated development calendar, and very serious glitches, I suggest people stay away for a few years till this software can grow up a little. Pros What I like is the idea. This should be a great software. But the key features it lacks and the DISMAL support team make it not worth the money. Cons 1\. Support is terrible. They use zendesk for their support and the people reading the support tickets seem to struggle with helping. Here are a few examples: a: We changed our domain name. All we needed to do was update our usernames to have the new domain on them. THEY COULD NOT DO THIS. I had to request this change - literally just updating our email addresses - 3 TIMES before somebody finally said it could be done. The first two people just said that it was impossible. The third person said it was do-able but it required adding additional users, and deleting old users, which unassigned all the work. Is it that hard to update a database? b. When one user made changes to the opportunity stages, we lost several opportunities even though the software claimed that opportunities would just be moved to adjacent stages. What's the point of sales software that loses track of opportunities?? When I reached out to support they said: "Unfortunately, there is no way for us to recover any deleted records in your account if this is already been accidentally or intentionally deleted by someone. \[in other words, this is all your fault, not ours\] We recommend exporting your opportunities/records weekly so you have a fresh back up when you need." Again, what's the point of using your software if we are supposed to keep the data on our side and normal use of your software causes it to break? Dumb. Dumb. Dumb. 2. Reporting is totally sales focused and doesn't help at all with regular task and project management. There is no way to see which team members are doing their work, or to generate reports on average time spent on tasks. Some valuable KPI data is not available in the sales related reports, either. Like how about we get a report to show the average time to close a lead? There is so much valuable data that we simply can't access. 3. Messy messy messy. The screen is just jammed packed with data, much of it useless, and it's difficult to find the data you want. Accordions inside of tabs inside of pop-ups? Really? Is that the best way to access the tasks associated with a client? It shouldn't take 3-4 clicks to get to a teeny tiny truncated accordion window of information. We should be able to see and sort through data related to a client within the main window. Bad design. Review Source Manager Used the software for: 1-3 years ### "Beware, especially when it comes to pricing" April 2, 2018 2.0 Beware of Prosperworks pricing strategy...of course nobody picks up a CRM system for a few months, not if you are making a serious decision for your company. Then, of course, the pricing decision favours the bigger payment annual plan (as opposed to the smaller monthly payment which is much higher on an ongoing basis) so I expect most businesses to opt for the annual plan. But BEWARE of two things: 1) If you terminate at any time then "All charges are final, non-cancelable, and nonrefundable," This means you can sign on annually, use it for a month, give them their required 60 days termination notice, cancel.....but no refund. 2) AUTO RENEWAL. There is no prior notice on the 12 month mark. We had decided not to renew and thought we would get off the system at end of the 12 month period. Unfortunately, we thought we had commenced in March, but it turns out to be February, by which time the annual fee has been already taken from our account...then we are into the NOT REFUND terms. Advice: I don't believe any small company can assess a crm for suitability during the 2 week free period after which we were forced to make a purchase decision. To save money (and we intended to be long term users) we signed on for annual plan. We stopped using the system after 6 months. I'm sure that Prosperworks knows this. This doesn't stop them from auto billing 12 months in advance without prior notice. Now we are paying for 2 years usage, having only used the system for 6 months. More advice...the reason why we didn't immediately terminate from Prosperworks after 6 months (when we stopped using it) is obvious: we need to get our customer data out and that takes time. You should be aware of this as well: "All of Your Content on the Service may be permanently deleted by ProsperWorks upon any termination of your account in its sole discretion." The customer service girl, after listening to my story said today "you can cancel on 60 days notice" but she did not tell me 1) that there would be no refunds (as per ProsperWorks terms) and 2) that they would delete all my data. BEWARE BEWARE BEWARE. This is a marketing trap. Pros I thought the gmail integration would be a good idea, it turns out that you have to (almost) click every email attached to the customer to see what is going on and alot of emails are just copies of previous emails. Prosperworks marketing is really good, and the interface and sell looks good. Also, any person who reviews Prosperworks say within 2 months of using the system will likely give 5 starts....I think reviewers should wait a bit and test the system more. In our case, we have now been with the company and the software for over a year. Cons I concur with a previous user "3. Messy messy messy. The screen is just jammed packed with data, much of it useless, and it's difficult to find the data you want. Accordions inside of tabs inside of pop-ups? Really? Is that the best way to access the tasks associated with a client? It shouldn't take 3-4 clicks to get to a teeny tiny truncated accordion window of information. We should be able to see and sort through data related to a client within the main window. Bad design." Review Source Founder, CEO Used the software for: 1-3 years ### "Simple, Powerful Start-up CRM" February 4, 2022 5.0 We use copper as a CRM tool, a pipelining tool for fundraising, an ATS (applicant tracking system) for hiring, and a task management system for customer support. Pros Copper is a fantastic CRM for startups leveraging Gmail that want seamless integration and an intuitive UI. Pricing is affordable in early plans, enabling startups to leverage Copper in their earliest days. Cons The brand needs a revamp – there are so many muted color, bland CRM tools. Copper \*feels\* like a fresher experience, and I wish their brand matched that new feeling. Alternatives considered [Salesforce Service Cloud](https://www.capterra.com/p/136189/Salesforce/)[HubSpot Marketing Hub](https://www.capterra.com/p/171840/HubSpot-Marketing/)[Airtable](https://www.capterra.com/p/146652/Airtable/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[Fin](https://www.capterra.com/p/10031266/Fin/)[JIRA Service Management](https://www.capterra.com/p/227102/JIRA-Service-Management/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reasons for choosing Copper Seamless integration, accessible price, reliable product. Review Source Dulce L. Legal Assistant Used the software for: 1-3 years ### "Best CRM I’ve come across!" October 3, 2023 5.0 Overall I think it’s very user friendly and I love that the app is also very convenient to use. Helps it’s stay organized on the go as well. It also very rarely crashes. I would say it has crashed twice in the 4+ years I’ve been using it. Pros I love that we are able to track everything related to a specific client. Every email, text, phone calls, task, state a case is in, etc. You can also make calls straight from the mobile copper app! So convenient. The administrator is able to customize the contacts to include what is necessary for their type of business. It also shows when some created a task, assigned a task, completed it. Cons The only issue I can complain about is not about Copper itself but about the extension I have installed to chrome. I love that I can sync/relate emails to copper contacts so that all correspondence related to a contact shows up on that individuals copper—especially since we receive emails from courts, prosecutors, etc. and it’s helpful to sort the emails to the correct contact in copper. My main complaint is that once you “relate” an email to copper, you can’t unrelate it. Since we have hundreds of active cases at a time and we receive hundreds of emails daily, it’s easy to accidentally relate it to the wrong person. The only fix I’ve found is that you can delete the email in the copper contact feed (it does not delete it from Gmail) but it does leave a block in the feed that says “this email was deleted” which of course doesn’t look good. Really wish there was a way to unrelate emails altogether. Review Source Estefany P. Digital Marketing Manager Used the software for: 1-3 years ### "If you have Google, Copper is the crm you need" June 1, 2023 4.0 We use Cooper to keep in order all the management of activities and projects of the company. What I love about this tool, is that it pairs perfectly with all google products, making it functional and perfect for keeping emails, calendar, alerts and more in order and up to date. Pros The platform allows you to create a profile for each client, obtaining data not only from Gmail, but also from google. It also allows to make calls from the profile of each client, as well as having all the history of conversations, appointments, past and future. We can also create flows of activities easy to work with the drag and drop option. Cons The process of integrating other applications, which are not associated with google, was difficult for us, but customer service knew how to guide us to solve it. Its learning curve can be high, due to its overwhelming design, maybe if they improve its interface, it would be friendlier to use. Review Source Scott G. General Manager Used the software for: 3-5 years ### "The CRM for sales team on Gsuite" July 2, 2020 5.0 I've used a lot of CRMs, from Salesforce to Pipedrive. Copper is hands down the best. Easy to use, easy for the team to adopt but still very powerful under the hood. Pros Automated data entry. Pre-populates a lot of my contacts data so adding new leads is a simple point and click. The gmail integration is amazing. I can get a clear picture of my entire relationship from where I work - gmail. Im really starting loving the workflow automations and cool calculated fields I can make now. Cons I'd like to see a better native integration with an email automation software Switched from [Google Workspace](https://www.capterra.com/p/247901/Google-Workspace/) I kept losing track of my conversations and follow up actions. Alternatives considered [Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reasons for choosing Copper Salesforce clunky, very expensive and the team hated it. As a small business we didn't use 30% of it. Pipedrive was ok, but very simple and seemed to suit a very small team. It lacked multiple pipelines and didnt have the integration to Gsuite that Copper provided. Hubspot free was very simple and the full paid version of hubspot was super expensive. I didn't need the marketing features at all. Copper also had a better user experience and gsuite integration. Review Source Dave M. CEO Used the software for: 3-5 years ### "Easy onboarding, extremely tight integration with GSuite, but complete fail on email tracking" November 11, 2020 3.0 Happy with the tight and transparent integration with GSuite, but cancelled due to the failure of email tracking. Pros We bought Copper (previously Prosperworks) to get CRM integrated with GSuite. Copper excels here: using the Chrome extension, you get transparent integration of Copper contact and activity tracking into GSuite, which works especially well with small teams. You can set up your own sales funnels, forecasting and project tracking, and everyone can see all the activity they are authorized for. Cons We wanted email tracking. While Copper offers rudimentary and amateurish tracking, they have completely abandoned the feature, despite continuing to describe it on their site. Worse, the feature is getting worse over time, which points to an out-of-control development process. For a more complete exploration, check this thread: \[SENSITIVE CONTENT HIDDEN\] We canceled after 3 years due to this issue. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reasons for choosing Copper We had Copper up and running within minutes. Salesforce didn't call back for two days. Review Source Founder Used the software for: Less than 1 year ### "Disappointed on many fronts" January 29, 2020 3.0 I had high hopes when making the transition from Pipedrive to Copper. I was interested in custom reports and overall more customization of the product when compared to Pipedrive. The trial period went well with the software and the help from support in the transition, but ultimately we were pushed to commit to the paid account before we could test everything needed for our business. We paid the annual subscriptions for our team and ended up wanting to leave the CRM after about 6 months because the CRM wasn't meeting our needs after we worked with it for some time. When asking to cancel and refund the balance of payment not used they were unwilling to offer any refund, stating the contract says no refunds :( So we left with a bad taste in our mouths and overall disappointment with the software and support. Pros I liked the ability to do customized reporting, gsuite integrations and overall customization of the CRM. Cons The customer service was helpful to certain level. They helped us transition through the trial period in the software but ultimately I was pushed to commit to the product before we could fully test everything we needed. The CRM is somewhat cluttered and the UI is a little too subtle. Specifically the opportunities pipeline and tasks due really don't come forward visually because the status color dots for upcoming task, ect are too small and the color contrast is too low. Pipedrive did a much better job at this quick visual communication for the user showing what might be overdue, coming due, etc. Switched from [Pipedrive](https://www.capterra.com/p/132666/Pipedrive/) Was looking for a more customizable solution. Review Source Response from Copper February 11, 2020 Hi Erik, sorry to hear that Copper wasn't able to meet your expectations and really appreciate your thoughtful feedback this helps us continue to develop our product and customer engagement motions to better serve you. We're also sorry to hear that you had an issue with your account terms. We aim to offer flexible terms across our monthly and annual contracts, and adhere to standard SaaS contract terms to align with other software tools that our customers are leveraging. We commit a high level of post-sale and ongoing Customer Success resources for our customers that make a commensurate, annual commitment to us. To that end, we would love to continue working with you through the remainder of your contract to help you find value from Copper. Mark B. Proposal Manager Used the software for: 1-3 years ### "Copper, formerly ProsperWorks - Great tool for G Suite/Google Apps Users" August 14, 2018 5.0 Pros I've used Copper (under its original brand) both as a freelance digital contractor and in an agency setting. I found the standalone app to work fine, but there's no comparison to how well it worked with gMail, Google Docs and other elements of G Suite. I read a Forbes article about the rebrand and apparently Copper signals a move for the company where their apps are on Google Cloud, and to better support G Suite, and that seems like great news. If you are an agency using G Suite it seems to be a no-brainer to use Copper to me. Especially for tracking emails and customer conversations related to opportunities. The rebrand caught me by surprise when I was looking for something for a client. The Forbes article sheds some light on the rebrand and evolution. I'm a little biased as I wrote an article once for ProsperWorks, but this review is strictly from my experiences with the app, and the company. They have great customer success follow-up and have many scheduled support resources/weekly webinars to ensure you get the best out of your investment. I don't sell this app, I just was happy with how easy it was to use the tool, I've worked with Dynamics CRM, Salesforce and other CRM apps and I stand by my appreciation for how great this app is for G Suite and for agencies. Cons I think the Copper rebrand is a sign of lots of changes for this solution, and the Forbes article says that there are positive changes to further align this solution with the Google ecosystem. I will say that the rebrand was news to me, but I haven't used the app in a month or so now since a recent contract ended . Review Source Anuj N. Marketing Supervisor Used the software for: 1-3 years ### "Easy-to-use CRM" February 23, 2023 4.0 Copper works amazingly well for small & mid-size business organizations using Google Workplace, Gmail & other Google apps.It is a strong CRM solution which is simple & logical to use. Recording & accessing sales data is largely simplified with Copper. You get the freedom to integrate extensions/ add-ons from different vendors/ customers & log sales data in one place. The interface is easy-to understand and use, Copper offers a handy sidebar to search for tasks, track emails, business opportunities, prospective leads and companies. Pros The best feature of Copper is that it adapts the look & feel of Google apps. Being a regular user of Google Workplace & Gmail, it has resolved many of our concerns. Copper integrates directly into Gmail so we don't have to leave our inbox every time to seek its access. This helps us in saving time and getting more work done. Additionally, Copper is highly incremental in organizing data with least time and effort. It offers an excellent import feature for the mass upload of our client data not just from MS Excel but also from the other platforms like Salesforce & LinkedIn. Copper serves as a personal assistant for suggesting potential leads. Cons Copper goes dysfunctional at times while working with the Google apps. Importing data from other sources is a tedious and time-taking task all together. Loading time lags and search errors are frequent. Sometimes, extracting the relevant data is irksome via filters and it tends to impede our reporting process in the organization. Review Source Owner Owner Used the software for: 3-5 years ### "Congrats Copper! You are now officially the worst customer service!!! Great job being a FAILURE!!!! " October 18, 2022 1.0 I have emailed and used the customer service bot on the website over 20 times since July to ask a basic question. Copper refuses to answer my question.  It is not humanly possible for a human to be as rude and stupid as the bot that never answers my question!!!  In my 30 years in business Copper by far has the worst customer service on the planet!!! Even worse than Pac Bell had back in the 1990’s and it was not possible to have customer service as dumb as theirs until Copper came along!!!!  Pros Google Integration is what I liked the most! I used to love proper works then it became Copper. Taking away customer service is a major Blunder!!!! Don't do business with copper unless you have plenty of time to waste hours of your life and cost you and your business tons of money in wasted production time......... Cons Which dumb-ass executive wakes up one day and takes away customer service!!! Are you that ignorant that you believe your bot works???? Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Google Integration Reasons for choosing Copper Google Integration Review Source Response from Copper January 6, 2023 Hi Roger, Thank you for taking the time to share your feedback. We're sorry to hear you've had this frustrating experience, and will review our processes to ensure they deliver better support for our customers. I've shared your information with the customer support team and they will reach out directly to hopefully resolve this issue. Wishing you all the best, Melanie at Copper Operations Used the software for: 1-3 years ### "Has helped me get my marketing leads in order" November 6, 2018 4.0 Copper has made it easy for me to keep track of my leads. With it's basic functions anyone can use it without reading extensively through a guide or manual. I would recommend it to new businesses because of it's simplicity and inexpensiveness. Pros I've used copper for a while now - it was called Prosperworks when I first started to use it. It was my first CRM and it has helped me get my marketing leads in order as well as showed me how to use a CRM. Since it has simple features it is easy to use and learn and once you get the hang of it you are able to understand bigger and more complex systems so I'd like to think of Copper as a gateway CRM. I love how it integrates with Gmail so that with just one click of a button on the side panel that shows up after you install the Chrome extension and you have the contact's information saved- which spares you the work of manually adding a contact to the platform. The filters are easy to use and the fields can be customized. They even have a "market place" where you are shown information on the contacts whom you've recently exchanged emails with and it gives you the option to save it to your list. The pricing is also reasonable, especially if your company is in its early stages. Cons The thing that I dislike most about Copper is the field mapping that needs to get done prior to importing a list of leads via an Excel sheet. If there is one error or if it doesn't recognize the information within a cell then it wont import it and it will give you a pop up window with the option to correct it right then and there. I've found myself fighting with it plenty of times because it wont accept what I'm writing and then I would resort to canceling everything and just deleting that contact from the list to add it manually afterwards just to get the import feature to work. Also it is such a chore to import these lists, you have to click on so many menu items to get to the import function. Review Source Ivy V. Specialist - Investor Relations Used the software for: 3-5 years ### "Exceptional Experience with Copper CRM!" September 25, 2024 5.0 I've had a great experience with Copper. Their support team is helpful and always strives to find the best solutions Pros I like Copper because it integrates seamlessly with Google Workspace. It's user-friendly, quick to set up, and automates repetitive tasks and workflows. Additionally, fields and reports are easily customizable. Cons One limitation is that not all fields can be included in reports. This can be frustrating for users who need comprehensive reporting capabilities, as it restricts the ability to analyze and gain insights from all available data. Users might have to find workarounds or use additional tools to obtain the full scope of their data analysis needs. Review Source Master Instructor Used the software for: 1-3 years ### "Easy, Powerful CRM" August 25, 2021 5.0 If you are using Google Workspace, this is the simplest and most powerful way to manage your customers. Pros Copper lets me do everything within Chrome--creating contacts, opportunities and tasks; following up with leads; tracking projects; searching for all of the above. It has saved time, built efficiency, and boosted our revenue. Cons Customized fields aren't "smart." That is the only thing I can think of! Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Cost; simplicity; compatibility with Google Workspace. Review Source Office Administrator Used the software for: 1-3 years ### "Copper Review" November 6, 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 Corporate Secretary/Marketing Manager Used the software for: 3-5 years ### "Navigating Screens" August 24, 2021 4.0 Helping our Sales Department follow up on Sales Leads, in a timely manner with both new and old customers. Keeping up with actual Lead to Sale Ratios, Projected Sales Quotas, etc. Pros Customer Service, I am a technically challenged Gram of 3, who all can run rings around me in the technical department, that is, if it is pertaining to the games, photos, Social Media sites, etc. Copper Customer Service has been most helpful and understanding with me~learning to navigate pages! Cons The most aggravating thing I complain about is not being able to see or find my data after entering and not being able to actually see it has been done! Review Source Marketing Manager Used the software for: Less than 1 year ### "Not your best option" March 10, 2021 2.0 Below average, I honestly see very little value in the product and it doesn't scale well with a business at all. Pros At the entry-level it is fairly affordable and had decent basic functionality. If a single user or small team has limited knowledge or need for in-depth information and dashboards it provides insight into just the essentials. Cons As you start to need a few users/seats, Copper quickly becomes about the same cost as a more powerful CRM like HubSpot, which provides a good free version as a starting point. The functionality is very limited and doesn't provide much use beyond sales, meaning that extra logins for leadership to view and not use are not included so you would have to add additional paid seats or share credentials. This typically results in asking questions instead of a quick login and review of key metrics. The reporting and dashboard view is also quite limited and you have to keep upgrading plans to access what should be standard features. This is what now puts you at a price point the same as HubSpot but you're left with a sub-par CRM and no cross-over or cross-functionality in the platform with marketing/service Review Source Partnership Manager - Payroll and Form 16 Used the software for: 1-3 years ### "COPPER CRM - A Great solution to all your sales needs!" August 27, 2021 4.0 COPPER has played a major role in making maintaining my daily input matrix. The overall experience has been great. Pros The software is very handy and can help a lot specifically when the number of accounts to be managed are quite higher. It has helped in a lot with maintaining my daily input track. Cons The software can be a bit difficult to understand for a new user. You can add some guides or blogs that can help a new user take up the things easily. Review Source Business Owner Used the software for: 1-3 years ### "This is the best CRM for a small business I have ever used" May 1, 2018 5.0 Pros Ease of use, Flexibility, Multi Businesses can be operated from the same database. This system is easy to customize and automate. I like that it can be automated to other programs I use using Zapier or direct links to the software through API. It is also most useful because it integrates well with Gmail. Training team members is easy and straightforward. Their support tools make bring new people onto the system effortless. Each channel of sales can have it's own steps process to complete a sale. You can do reports by each Channel. Cons Support tickets take too long to process. Rather than just provide an answer to your request, the system contacts you to make sure you still have the question open and then you must refresh the ticket. Seems to be a glitch in their Zhen Dest process. Because I am in China doing some work, I find this most irritating. I cannot seem to get them to fix this problem. I wrote a letter to the president of the company after he wrote me wanting to know my opinion of the system but he never answered. The company is growing quickly and that is good but sometimes it also causes delays in getting the little things fixed. Over all though, I give the company a 5 start rating for effort, design, support and usefulness. Review Source ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Talk to a Capterra advisor for free and get results within 15 minutes.