Copper Review, Pricing & Features

What is Copper?

Copper is a CRM solution that integrates tightly with Google Workspace. Copper helps its 25,000 customers build enduring relationships with their clients. It offers key features including lead capture, contact and deal management, workflow automation, and insights reporting. We recommend Copper for small businesses that use Google Workspace and only need a basic CRM.

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Table of Contents

• What is Copper?
• Copper Review Summary
• Copper Pricing & Cost
• Copper Features
  • Lead Capture
  • Contact Management
  • Communication Channels
  • Deal Management
  • Workflow Automation
  • Reporting
  • Integrations
  • Mobile
  • Legal & Security
• Copper Customer Support
• Copper vs. Competitors
• Is Copper Right For You?

Copper Review Summary

Copper was founded in 2013 by CEO, Dennis Fois. Copper’s mission is to help its customers build authentic business relationships for life. Today, Copper has over 120 employees, and is based in San Francisco, California.

Copper helps individuals and businesses organize and automate communication with third parties. The platform offers multiple lead capture methods, contact and deal management tools, workflow automations, and key insights reporting. Overall, Copper is best for businesses that use Google Workspace and only need a basic system.

In terms of pricing, Copper falls somewhere in the middle – its most popular plan costs $59 per month and its most expensive plan costs $119 per month. Overall, we found Copper’s pricing to be reasonable considering the features it offers and how intuitive the platform is.

Copper is one of the more user-friendly CRMs that we’ve tested. We recommend it to those who are not as familiar with CRM software. We also recommend it to smaller businesses that have a less complex workflow and want a CRM that can easily integrate with their current tools like Google Workspace.

Copper Pricing & Cost

Copper’s pricing ranges from $29 to $119 per month. Copper only offers annual pricing for its basic plan, which saves you ~14% if you pay upfront for the entire year. Copper also offers a free 14-day trial for each plan.

Copper Features

In our review, we will walk through the features offered by Copper. We’ll discuss Copper’s usability, customer support, and describe the major benefits and drawbacks of the software. We’ll also show real images of the software to give you an idea of what it’s like to use the tool.

Lead Capture

A lead is an individual or organization that has an interest in your products or services. Lead capture references the process of obtaining someone’s information with the goal of converting them into a paying customer. Having multiple lead capture channels helps you reach a wider audience of potential customers.

Copper offers three methods for lead capture – forms, social media, and email. These are executed through Copper’s integrations with WuFoo Forms, Facebook, and Google Workspace.

Lead Capture Forms

Forms are one of the easiest lead capture methods because they allow the leads to provide their information themselves. With Copper, you can choose to use WuFoo Forms or Google Forms and Google Spreadsheets to automatically capture and create leads.

The process of capturing lead information through forms is simple, but takes longer to set up in Copper than in other systems. This is because Copper does not have its own forms – you have to integrate with another system and ensure that the data flows properly between them.

For WuFoo Forms, you can directly pull lead information from forms into Copper. However, for Google Workspace, you have to record your Google Form answers in Google Spreadsheets first, and then pull lead information from Google Spreadsheets.

Facebook Lead Ads

Copper offers a Facebook Lead Ads integration, which lets you create a form and advertise it on Facebook. After you connect Copper to Facebook Lead Ads through Zapier, leads will automatically be sent to Copper when the form is completed.

When a user fills out a form on Facebook, the form will auto populate information from that user's Facebook profile. This reduces the time it takes to fill out a form, which reduces the chance of someone leaving and not finishing it.

Email Lead Capture

Copper offers a chrome extension that you can use to capture information from anyone you’ve been emailing. Depending on your emails, the extension can automatically capture information like job titles, phone numbers, and websites.

As you can see above, if you choose to add someone as a contact or lead to Copper, you can further edit their details all within Gmail. You can even view a lead’s activity and their associated tasks, files, and events within Gmail as well.

Contact Management

Capturing a lead’s contact information is crucial in converting them into a paying customer. However, the type of information you can record, and how it’s stored and managed will determine the value you gain from your CRM. This is known as contact management.

Contact Profiles

Copper creates a profile for every lead that you capture. In general, the more information that you can store about each contact, the better. The more unique a profile and the more information you have on a contact, the better chance you have on converting that lead. Overall, contact profiles in Copper are easy-to-use and very customizable.

Most of the information about a contact will come from data inputted in different fields. Copper offers fields for standard information like a contact’s name, company, email, phone number, and social media profiles, like Facebook, Instagram, LinkedIn, and Twitter.

You can also create custom fields that capture unique information and can be specified for certain clientele or customer segments and even industries. You can also attach deals, tasks, files, and calendar events related to a contact, and add tags to further categorize a contact.

Contact Storage

It’s important that your contacts are easy to access and stored in an organized manner. Copper’s contact storage is efficient and easy to navigate.

Copper lets you segment your contacts based on different filters like interactions, contact type, company, deals, and location. A disadvantage of this feature is that you can only view one list at a time, meaning you cannot navigate between lists or save them.

Copper lets you customize the data columns you want displayed for each contact. It also offers a search bar that you can use to look for a specific contact.

Contact Activity Feed

Copper offers a feed that tracks a contact’s activity. Tracking a contact’s activity lets you know where they are in the sales process, which means you can take the appropriate steps to ensure they progress through your sales funnel. It also reduces the chance of losing a lead.

As shown above, the activity you can view includes client meetings, email threads, and email activity (e.g. email opens). You can also view the number of interactions you’ve had with a contact, the date you last contacted them, and how many days they’ve been inactive.

Communication Channels

Maintaining consistent communication with your contacts is imperative in converting them into a paying customer. Unfortunately, Copper currently only offers one in-platform communication channel – email. In fact, the platform was built specifically to work with Gmail and Google Workspace.

Email Marketing

You can send emails to contacts in your CRM using Copper. Overall, this feature is basic in Copper, but effective.

Copper offers an email editor that lets you send emails in sequences by days and hours. You can attach images, edit HTML, and even create buttons. Copper also lets you create templates of emails you send frequently. While you cannot insert attachments or images, you can include merge fields.

Merge fields pull data from contact profiles and insert them into the email. Some of the merge fields you can include are first name, last name, email, city and country.

Copper also offers an "email health" feature, which measures your sender reputation and shows how your emails are performing against industry standards. With it, you can view your open, click-through, hard bounce, and unsubscribe rate – all information that can indicate the changes you need to make to increase the success of your email campaigns.

Deal Management

The next stage for a qualifying lead is becoming a deal or a sales opportunity. Effective deal management will provide the most up-to-date information and allow sales representatives to focus their attention on building strong relationships with potential customers.

Pipelines

Pipelines allow you to visually track the progress of prospective customers through each stage. Pipelines in Copper are reasonably customizable and best for individuals or small businesses who have less than 10 deals occurring at once.

In Copper, you can create and customize multiple pipelines that align with your company’s sales funnels. You can add as many pipeline stages as you want, edit the names of your stages, and insert a "win probability" percentage for each stage.

Copper also includes a search bar that you can use to look for specific deals, and filters for deal stage, deal owner, loss reason, and company.

Deal Activity Feed

Similar to contacts, Copper offers a deal activity feed that tracks the activity for each prospective deal. The deal activity feed gives more visibility into which sales activities give a company the greatest return.

Examples of specific data points provided in the activity feed are:

Task Management

In a CRM, Tasks are the actions that need to be taken in order to bring a deal to completion. These can be assigned to you or others in your organization. This feature in Copper is average, but nowhere near as robust as what’s found in project management tools like Asana. It’s best for smaller businesses with less than 10 people.

Copper lets you name your tasks, select a due date, add a reminder, and attach tags to each task. Copper also offers a search bar that lets you search for individual tasks, and filters that segment tasks based on different factors like due date, tags, and associated deals.

Being sent reminders for certain tasks reduces the chance of losing a potential deal. Copper lets you set whether reminders are sent on a minute to weekly basis, or on a custom date and time.

Copper also lets you repeat reminders on a daily to yearly basis, or based on a custom date range. You can also choose whether reminders are sent to your email, Copper’s web application, or on mobile.

Lead Scoring

Lead scoring is the process of assigning a numerical value to a lead, which reflects the likelihood of the lead becoming a paying customer. Lead scoring allows your sales representatives to spend their time where it is most lucrative.

Copper’s lead scoring tool is basic, though. You can only assign points based on website visits and email behavior. This includes assigning points for every page view, email opened, and email click.

As a result, the lead scoring feature in Copper is only sufficient for very simple sales processes.

Workflow Automation

Workflow automation is the process of identifying tasks performed by those in your organization and automating them through the use of tools, apps, and technology. Automating your workflow saves time, and reduces the chance for human error. Some of the workflow automation tools Copper offers include triggered events and task automations.

Triggered Events

Copper lets you create events that trigger a certain action. For example; when a lead is created and has a tag that equals "plumbing", you can automatically change the owner of a lead to a certain person. This feature in Copper is effective and less intimidating to use than similar features found in solutions like Zoho CRM.

Copper lets you create triggers involving deals, leads, companies, and tasks. You can also create multiple actions for one trigger and have an action either create or update information within deals, leads, companies, and tasks.

Task Automation

Copper offers a separate feature that automatically creates tasks based on different triggers. The main difference between task automations and triggered events is that triggers for task automations can be more generalized.

For example; when a contact is created, you can create a task to call that contact on a certain date. You do not need to specify if the name of a contact equals something or if an opportunity closes on a certain date.

Overall, this feature is useful if your workflow is more predictable.

Reporting

CRM reporting offers key data that helps businesses make strategic decisions and tactical changes where necessary. This includes reports for key insights including deals won and lost, pipeline progression, your sales funnel, and sales forecasting. A major advantage of Copper’s reports is that they are very customizable in terms of the data you can include and can be visualized in multiple ways.

As you can see above, Copper offers a wide range of data visualizations – including bar charts, heatmaps, line charts, pie charts, and scatter plots. You can also incorporate deal, contact, lead, and task data into one chart.

Copper’s Integrations

Copper offers integrations that result in automated actions that expand the functionality of your CRM. They also eliminate the need to toggle back and forth between systems. Some of Copper’s key integrations include:

Mobile

Copper offers an effective mobile app for both Android and Apple. Having a mobile CRM gives you the best ability in ensuring that your customers are getting the best service available at all times. With it, you’ll have access to real-time updates and be able to provide vital information to clients whenever and wherever.

Copper’s mobile app lets you create new contacts, deals, projects and tasks. You can also view the activity you’ve performed within the CRM and the activity related to your contacts. However, you cannot view reports or create email campaigns on mobile.

Legal & Security

Having proper security and data protection is critical for your CRM. This is because data breaches can harshly affect your company’s reputation and allow competitors to steal your customers’ information. Copper offers key security features and compliances to make sure your data is secured and protected.

Customer Support

Overall, we found Copper’s customer support to be slightly above average. This is because Copper offers a wide range of customer support channels and support on the weekends. We did think however, that Copper’s live chat response time could have been faster and more consistent.

Copper’s help articles are not too wordy and have good readability. This is because their articles bold important terms, include graphics with markings that indicate the feature being referenced, and include helpful videos.

Copper vs. Competitors

Compared to its competitors, Copper is one of the more SMB-friendly CRMs available. It is most similar to Pipedrive in terms of usability and target audience. Overall, Copper is superior to Pipedrive when it comes to supporting SMBs.

The top Copper competitors are:

Is Copper Right For You?

Overall, Copper is one of the more user-friendly CRMs that we’ve tested. We recommend it to those who are not as familiar with CRM software. We also recommend it to smaller businesses that have a less complex workflow and want a CRM that can easily integrate with their current tools like Google Workspace.