Overview
Copper is the easy-to-use CRM tool that allows agencies to collaborate across teams. Its tools make managing all your relationships and work extremely simple. It is trusted by reputable companies across the globe such as Peugeot and Uber. Copper integrates seamlessly with Gmail and other Google Apps.
Screenshot
Features
- Task Management
- Collaboration Tools
- Campaign Management
- Gmail Chrome Extension
- Automated actions
- Multiple pipelines
- Email templates & bulk email
- Document Storage
- Email Marketing
- Quotes/Estimates
- Territory Management
- Social Media Integration
- Calendar/Reminder System
- Quotes/Estimates
- Sales Pipeline Management
- Lead Management
- Native Mobile Application
- Basic Reporting
- Multi-Currency
- Single Sign-On
- Cataloging/Categorization
- Performance Metrics
- Email Response Control
- Referral Tracking
- Campaign Management
- Meeting Management
- Opportunity Management
- Channel Management
Specifications
- Deployment: Cloud Based, Web Based, SaaS Based, Installed - Mac, Installed - Windows, Android
Copper Users
Available Support
- Phone
Language Support
- English
Company Details
Company Name: Element Software
Headquarter: Australia
Full Address:
Reviews
I used copper for over 6 months before switching to another CRM. It was fairly easy to use. It integrated nicely with G-suite and my task reminders were always on point. I was able to use the pipeline easily for tracking progress within deals and the managing the contacts was quite easy as well.
There are a few key features on Copper that are not intuitive/user friendly. It’s not that they are difficult, but features could be better marked and highlighted as to how to do certain things on the platform. I wish it had better tracking to manage a sales team.
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 .
I love that it syncs to our G-Suite environment! Having all of that information on a record is truly helpful to gain insight on our relationship with a customer. I also like everyone I have interacted with at Copper: knowledgeable, service-oriented, and genuinely nice people.
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.