# 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 March 13th, 2026

# Reviews of Copper

Ease of use

4.5

Customer Service

4.3

## Pros and Cons in Reviews

DH

Deborah H

SalesFinancial Services, 11 - 50 employeesUsed the software for: More than 2 years.

“My use of Copper for work, allows me to stay organized with keeping track of where I am with my leads and tasks. “

September 30, 2024

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

MW

Matthew W

Retirement and Estate Tax Planning, Life Insurance, MBA, CRCFinancial Services, 2 - 10 employeesUsed the software for: Less than 6 months.

“In addition to the typical CRM features and functions, it performs better and faster. Although there are less features available (for my package), Copper serves my purpose for the team moment.“

October 10, 2024

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

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

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

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

PS

Paul S

OwnerInsurance, 2 - 10 employeesUsed the software for: 1-2 years.

“I wish I had more control over automatons, this isn't as much as a dislike than it is a wish I had.“

November 4, 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

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

TR

Tiffany R.  
Office Manager  
Consumer Services  
Used the software for: 2+ years

### "Great CRM!"

November 6, 2024

5.0

Makes my job so much easier! I can keep track of everything that needs done for each file. Good audit system for all processes!

Pros

So easy to use! Love the automatic tasks to remind me to get things done!

Cons

A lead/contact can be added multiple times. Would be nice if there would be a trigger that the lead already exists and is assigned to someone else.

Alternatives considered

[Sales Force Assistant](https://www.capterra.com/p/247040/Sales-Quote-Assistant/)

Reason for choosing Copper

We liked the price for the amount of users we require.

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

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

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

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.

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.

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

JP

Jason P.  
Digital Account Executive  
Media Production  
Used the software for: 2+ years

### "Copper CRM, a true industry winner in the making."

October 17, 2024

5.0

Overall, it's about the people. The people at Copper are amazing and if there's any investors who have yet to pour in, consider doing so because that's the most important part. Pour into the people and the tech will follow.

Pros

How attentive they are in helping you and most recently their drive to further improve the platform. They're growing into becoming a major player.

Cons

The interface and some of the intel features. Seemed too rigid and lagged behind some other players but they're addressing all that now and quickly at that.

Review Source

Response from Copper

October 24, 2024

Thank you Jason! It's feedback like this that keeps us pushing to deliver the best experience possible. We hear you on the interface and intel features, and we're actively making strides to enhance those areas. Thanks again for your support and for being part of our journey! - Jessica, VP Marketing

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

VR

Verified Reviewer  
Owner  
Building Materials  
Used the software for: 2+ years

### "I really like Copper"

August 12, 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/)[Insightly](https://www.capterra.com/p/130671/Insightly/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)

Reason for choosing Copper

It was the best UI, Google integrated, flexible one of what we looked at.

Review Source

MC

Michael C.  
CEO  
Health, Wellness and Fitness  
Used the software for: 2+ years

### "The ONLY Fully-Integrated CRM Solution for Google Workspace"

February 2, 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.

Alternatives considered

[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[Insightly](https://www.capterra.com/p/130671/Insightly/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)

Reason for choosing Copper

Copper was the robust, affordable solution to our growing CRM needs. Without the Dev cost.

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.

Review Source

EP

Erik P.  
Founder  
Real Estate  
Used the software for: 6-12 months

### "Disappointed on many fronts"

January 28, 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.

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

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

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

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

BB

Brett B.  
Strategist  
Design  
Used the software for: 1-2 years

### "Copper review"

December 12, 2024

5.0

Very helpful and beneficial! Always helps me accomplish my tasks in a timely manner!

Pros

I love how it keeps everything so organized and neat!

Cons

There is nothing I dislike. I think it does a fantastic job.

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

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

BM

Bronwyn M.  
Administarative Coordinator  
Construction  
Used the software for: Less than 6 months

### "Copper Has Failed "

September 3, 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.

Reason 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.

NY

Nathan Y.  
Managing Director  
Marketing and Advertising  
Used the software for: 1-2 years

### "OK product. TERRIBLE customer service. DECEPTIVE cancellation policy"

February 5, 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.

AC

Andrew C.  
Manager  
Banking  
Used the software for: 1-2 years

### "Beware, especially when it comes to pricing"

March 28, 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

DL

Dulce L.  
Legal Assistant  
Law Practice  
Used the software for: 1-2 years

### "Best CRM I’ve come across!"

September 24, 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

Anuj N.  
Marketing Supervisor  
Biotechnology  
Used the software for: 1-2 years

### "Easy-to-use CRM"

February 22, 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

Talk to a Capterra advisor for free and get results within 15 minutes.