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About Copper CRM

Copper is not just another CRM platform; it's a powerful tool designed specifically for businesses that leverage Google Workspace. Copper seamlessly organizes all the communications—emails, calls, files, and notes—for every contact, providing a comprehensive overview of the entire relationship history with each client or lead. This means no detail is too small, and every interaction is logged, offering insights that are crucial for nurturing and maintaining strong relationships. With intuitive features like tagging, filtering, and sorting, one can easily segment the leads and customers based on any criteria of choice, allowing for targeted business development strategies and a more in-depth analysis of where the opportunities are originating. Furthermore, Copper is designed to streamline the lead qualification process, ensuring that more prospects turn into paying customers. Real-time notifications keep you informed about when the contacts need engagement, while the ability to add custom tags and fields helps to personalize the approach for different groups, such as VIPs or high-potential leads. One of Copper's standout features is its email tracking capability, enabling one to know precisely when a significant lead or customer opens the message so one can follow up promptly. This interaction tracking and customization level ensures that Copper is not just a CRM but a comprehensive platform for facilitating and expanding your business relationships.

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Screenshots & Videos

Customer record
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Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    100%
  • Reviews
    86%
  • Momentum
    69%
  • Popularity
    86%

Platforms Supported

  • Browser Based (Cloud)
  • Mobile App (Android, iOS)

Organization Types Supported

  • All (Small, Medium, Large)

API Support

  • Available

Modes of Support

  • 24/7 (Live rep), Online

Copper CRM Awards

Copper CRM Features

CRM Features

  • Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    100%

Unique Features

Advanced Automation

Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.

Omnichannel Customer Engagement

Unified management of customer interactions across multiple channels, including web, mobile, and social media.

Predictive Analytics

Advanced analytics for predicting customer behavior and sales opportunities

IoT Integration

Leveraging Internet of Things devices for enhanced data collection and analysis

Customization

Helps to customize the system for use in industry-specific use cases

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Standard Features

Real-time Data Sync

Allows to synchronize with other systems for up-to-date information across platforms

Dedicated Phone Line Integration

Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking

Customer Segmentation

Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads

Opportunity Management

Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.

Sales Force Automation

Streamlined management of the sales cycle from lead to close

Territory Management

Helps to assign, manage sales territories and conveniently track their progress

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Order Management

Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

Lead Management

A systemized and organized way of managing all your leads and their conversation.

Quotes (Proposals)

Create effective sales proposals by generating multiple quotes per opportunity

List Management

Enables management of multiple lists and communications with them

Customer Support

Ensures after-sales interactions with your customers and solve queries related to your products and services

Marketing Automation

Develop customer relationships, automate marketing programs and measure your marketing ROI

Referral Tracking

Track and manage your referred customers.

Project Management

Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Product Catalog

Lets your sales representatives, as well as customers, view details and prices of each product.

Call Logging

Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Document Management

Ability to store and manage various information and documents in electronic format.
Copper CRM Pricing

Free Trial

Available

No Credit Card Required, Get Started for Free

Pricing Options

Premium Plans ( Subscription )

Pricing Plans

MONTHLY YEARLY

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Disclaimer: The pricing details were last updated on 08/01/2024 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Copper CRM Pricing.

Copper CRM Alternatives

View All Copper CRM Alternatives

Copper CRM Reviews

User Rating

4.2/5 (Based on 581 Ratings)

Rating Distribution

  • Excellent

    54.9%
  • Very Good

    28.4%
  • Average

    5.9%
  • Poor

    4.5%
  • Terrible

    6.4%

User Sentiments

Seamless G-Suite Integration, User-Friendly Interface, Effective Lead and Opportunity Management, Customizable Fields and Pipelines

Limited Reporting Functionality, Occasional Software Glitches, Limited Third-Party Integrations, Inaccurate Email Open Tracking

Do You Use Copper CRM?

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Review Summary

Users generally have a positive experience with the product. Reviewers appreciate its user-friendly interface, ease of use, and customizable features. The software is praised for its ability to streamline sales processes, manage customer relationships, and track interactions. Users find it effective in improving productivity and collaboration within their teams. While some reviewers mention occasional technical glitches, the overall sentiment is that the product is a valuable tool for sales professionals and small businesses.

Pros

  • Easytouse interface enables simple tracking of sales pipeline and customer interactions.
  • Mobile app allows access to customer data and updates on the go, facilitating efficient remote work.
  • Automation features streamline tasks like scheduling appointments, sending followup emails, and generating reports, saving valuable time.

Cons

  • Limited customization options may restrict tailoring the platform to specific business needs and workflows.
  • Occasional lags and glitches in the system can disrupt productivity and hinder smooth operation.
  • Limited reporting functionality might not meet the advanced analytics needs of some businesses, requiring integration with thirdparty tools.

Copper CRM Reviews

AI-Generated from the text of User Reviews

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Copper CRM FAQs

What is Copper CRM used for?

Copper CRM is CRM Software. Copper CRM offers the following functionalities:

  • Advanced Automation
  • Real-time Data Sync
  • Omnichannel Customer Engagement
  • Predictive Analytics
  • Dedicated Phone Line Integration
  • IoT Integration
  • Customer Segmentation
  • Opportunity Management
  • Sales Force Automation
  • Customization
  • Territory Management
  • Reporting (Analytics)
  • Order Management
  • Collaboration Tools
  • Lead Management
  • Quotes (Proposals)
  • List Management
  • Customer Support
  • Marketing Automation
  • Referral Tracking
  • Project Management
  • Lead Scoring
  • Product Catalog
  • Call Logging
  • Contact Management
  • Document Management

Learn more about Copper CRM features.

What are the top alternatives for Copper CRM?

Does Copper CRM provide API?

Yes, Copper CRM provides API.

Copper CRM Contact

Vendor Details

San Francisco, California Founded : 2013

Contact Details

Not available

https://www.copper.com/

Social Media Handles

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Customers

Ideo
Wag
Jenis
Swell
Mailchimp
MasterClass

Copper CRM Integrations

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