# Copper Reviews 2026. Verified Reviews, Pros & Cons | Capterra > 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: https://www.capterra.com/p/141642/Zoho-CRM/reviews/ --- 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 July 21st, 2026 # Reviews of Copper Ease of use 4.5 Customer Service 4.3 ## Pros and Cons in Reviews Deep Google workspace integration 93% positive reviews out of 138 Most reviewers indicate integrations are robust, especially with Google Workspace, enabling smooth workflows and minimal manual entry. Erin G. Sales Operations Specialist, 11 - 50 employees. "My company uses Copper because it integrates seamlessly with Gmail." High cost and limited value 41% negative reviews out of 56 Some users report pricing as expensive, with premium features requiring upgrades and less value compared to competitors. Intuitive and simple user experience 95% positive reviews out of 131 Most users report ease of use, highlighting the intuitive interface, quick setup, and straightforward navigation across devices. Frequent glitches and technical frustrations 78% negative reviews out of 49 Most users report recurring bugs, slow loading, unreliable plugins, and inconsistent search, leading to workflow interruptions. Dennis D. Project Manager, 11 - 50 employees. "A bit fussy about searching for a name if spelling is incorrect" Automated and integrated task workflows 95% positive reviews out of 40 Most reviewers describe task management as efficient, with automated reminders, calendar syncing, and seamless integration with Google Workspace. luz mary R. teacher, 2 - 10 employees. "Automating tasks has greatly improved my efficiency and I am able to set up custom reminders and workflows to ensure that no sales opportunity is missed with this I have been able to stay organized and not miss any important opportunity." Difficult cancellation and refund process 90% negative reviews out of 31 Most reviewers find cancellation and refunds inflexible, citing unclear policies, ongoing charges, and lack of responsive support. Anna A. Head of Sales, 51 - 200 employees. "The billing and cancellation process is rigid and inflexible, especially for long-time customers who simply forget a legacy seat renewal." ## 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 Scott G. General Manager Information Technology and Services Used the software for: 2+ years ### "The CRM for sales team on Gsuite" July 1, 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 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/) Reason 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. Switched from [Google Sheets](https://www.capterra.com/p/169718/Google-Sheets/) I kept losing track of my conversations and follow up actions. Review Source DN Dainella N. Community Director E-Learning Used the software for: 1-2 years ### "Easy to use with Gmail" November 25, 2024 5.0 Support has been great. Very little need for them as nothing has broken... not one single time! They seem to be building based off of their customer requests and growing thoughtfully. We are confident in our choice to go with them. Pros Easy, clean integration with Gmail. Fast. Collaborative features are great for teamwork. Cons No folders for email templates. Full sync with MailChimp can get costly quickly as the tiers jump you quickly up if your email audience is decently sized. Alternatives considered [Asana](https://www.capterra.com/p/184581/Asana-PM/) Reason for choosing Copper seamless integration with Gmail and team sharing of email templates, workflows, and deals/project tracking. Review Source 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 SR Sarah R. VP, Client Relations Marketing and Advertising Used the software for: 2+ years ### "Copper is very helpful" November 14, 2025 5.0 The customer service team is very responsive, and Copper has helped me become 10x more productive. I recommend it to everyone, particularly for sales and client relations. Pros I love the task manager and ease of keeping track of contacts. Tags help me stay organized, and adding custom fields to every record type is very helpful. Cons Sometimes it runs a little slow. I can't merge duplicate companies without scrolling through the entire list. 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. BS Bethany S. Finance Coordinator Non-Profit Organization Management Used the software for: 1-2 years ### "Copper is Queen" May 8, 2025 5.0 I am in Copper every single day. It keeps me on task and I can check in on what my colleagues are doing. Pros It tracks tasks, projects, people and companies. I can see the interactions my colleague have with customers and it is very customizable Cons It would be great if you could share a task with others, as in both people owning it. Or creating duplicate tasks. But its minor Review Source Response from Copper May 13, 2025 We’re thrilled to hear you’re enjoying Copper! Great news — support for multiple task owners is on our roadmap, so stay tuned. 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 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 LPJ Luc Prem J. Managing Director Human Resources Used the software for: 2+ years ### "User experience" August 11, 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 Aaron K. Sales Retail Used the software for: Less than 6 months ### "Good app for sales" January 10, 2025 5.0 Great, no issues using the program. Company provided Pros Usability, great program for sales and keeping track of your customers. Cons None, I haven't ran into any issues using copper/ Review Source CL Christina L. administrative assistant Real Estate Used the software for: 2+ years ### "Easy Data and contact storage " December 2, 2024 4.0 It is beneficial and helps in data sotrage and details for projects. Ease in informational content Pros The auto email logging and linking to clients and contacts Cons Emails will auto link to incorrect opportunities with the same contact. Review Source WW Will W. Senior Analyst Financial Services Used the software for: 2+ years ### "Copper is great" December 9, 2024 5.0 I use copper 10 times a day to track deal progression at our firm. It helps me do that. Pros Copper is intuitive to use, provides great visuals, and enables impeccable analysis. Cons There are no problems with Copper just people inputting information wrong. Review Source DE Duaa E. Researcher Market Research Used the software for: 1-2 years ### "Easy to use " November 26, 2024 5.0 Pros Without a doubt, Copper is the greatest. Despite being simple to use and easy for the team to embrace, it has a lot of power below. Cons Records that are inadvertently erased cannot be retrieved. If you unintentionally erase all of your contacts without performing a manual backup, that's bad. Review Source DD Dennis D. Project Manager Construction Used the software for: 6-12 months ### "Luckydog Recreation Copper Review" December 9, 2024 5.0 loving it, fast and easy to navigate and easy to read Pros Easy integration with other docs, easy to navigate the site Cons A bit fussy about searching for a name if spelling is incorrect Review Source EG Erin G. Sales Operations Specialist Information Technology and Services Used the software for: 2+ years ### "Copper goes great with Gmail" October 21, 2024 4.0 My company uses Copper because it integrates seamlessly with Gmail. I appreciate how I can see what is going on with customers because of the email tracking and feed. Pros The feed lets me know what is going on, and being able to edit records inside of lists is convenient. I also like the email tracking when it is functioning. Cons The reports are not very intuitive or easy to navigate, and the email tracking sometimes doesn't work. Review Source DH Deborah H. Sales Financial Services Used the software for: 2+ years ### "Work without copper would be messy" September 30, 2024 5.0 I appreciate the use of Copper in my every day work load. It makes my day to day tasks more organized and work flow more smooth. Pros My use of Copper for work, allows me to stay organized with keeping track of where I am with my leads and tasks. It helps me be more time efficient as well. Cons I like that copper provides email tracking and link click tracking. I wish my company would upgrade to this link tracking feature. Review Source OP Orla P. Sales Manager Real Estate Used the software for: Less than 6 months ### "Really love it!" September 17, 2024 5.0 Really great. Easy to use and super intuitive Pros \- How easy it is to learn. I use google for everything else so this was a breeze to learn Cons \- Not much at the moment, nothing I don't like about it Review Source 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 ## 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.