Copper (formerly ProsperWorks) is a customer relationship management (CRM) software that enables G Suite users to manage deals, contacts, files, emails, and more. Its features include workflow automation, email open tracking, and sales forecasting. It costs $19 to $119 per month when billed annually and is best for businesses of all sizes in various industries.
Copper Pros and Cons
Seamless integration with G Suite
Higher price range compared to its competitors
Easy-to-use and intuitive user interface
Glitches and issues
A comprehensive set of features
Lack of customization options
Who Copper Is Best For
- Businesses of all sizes: Its platform is equipped with features designed for users who intend to scale their businesses and those who are working on sustaining their growth.
- Businesses under a variety of industries: Its robust features are designed for the following industries: advertising and media, corporate development, consulting, technology, and real estate.
The Copper pricing guide shows three plans: Basic ($24 per user per month), Professional ($69 per user, per month), and Business ($119 per user, per month, billed annually). The main differences between these plans are the allowed number of users, email templates, custom fields, records, and bulk email sends.
Looking for a free, easy-to-use CRM? Try Freshsales.
*Annual plans are paid in full at the beginning of the billing cycle.
The Basic plan includes the following: three email templates per user, one bulk email send per day, five custom fields, 30,000 records, and 2GB of storage space. Those subscribed to it may access standard features, such as basic and sales forecasting.
The Professional plan offers 10 email templates per user, 10 daily bulk email sends, 25 custom fields, 100,000 records, and 200GB of storage space. Premium features such as workflow automation and integrations are also available.
The Business plan’s inclusions are as follows: unlimited email templates and daily bulk email sends, 100 custom fields, 500,000 records, 500GB of storage space, and more advanced features and integrations. Just like the Professional plan, it may also include an onboarding package and a Customer Success Manager, but this has a required minimum spend.
Best CRM for Small Business
B2B businesses that need a customizable, robust, and competitively priced CRM with built-in phone
Small businesses that want a CRM with enterprise-class sales and support features
Businesses that want a free, no-frills CRM with basic features and unlimited users
Teams that want a user-friendly and visual pipeline to manage sales
Organizations seeking free lead & management software with integrated reporting
Businesses looking for a robust CRM with a top-notch mobile app
Copper offers a powerful set of CRM features that help users organize, manage, and convert leads to customers. Its capabilities include lead generation, management, and tracking, pipeline analysis, sales workflow, and more. Here are Copper’s most essential features.
Copper enables users to manage and track leads and campaigns, segment and filter target lists, and schedule email campaigns. It also features lead dashboards that display marketing performance based on lead sources, activities, and conversions.
Its pipeline management feature enables users to track, streamline, and organize sales processes with customizable pipelines. Through the platform, users may build an unlimited number of drag-and-drop pipelines, analyze performance and pipeline health visualizations, and manage their sales team.
Copper has a built-in sales forecast reporting feature that shows potential revenues by expected close dates. It also features customized fields and pipeline filters to take control of how data is displayed. In addition, activity reports provide insight on team productivity that helps users discover which actions led to closed deals.
Copper helps users simplify their sales processes, eliminate tedious tasks, and scale their sales teams. Its workflow automation capabilities enable users to create new processes, assign follow-up tasks based on any lead or opportunity changes, input criteria, add time triggers, automate actions, and more.
Which CRM Software Provider Is Right for You?
Most Helpful Copper Reviews
Users who gave positive Copper reviews like that it is easy to use and setup. Most others are impressed by its flawless integration with the entire G Suite applications. On the other hand, those who gave negative Copper reviews complained that its prices are steep. Others mentioned that they experienced glitches and issues when utilizing the software—but noting that it can be resolved by its support team easily.
Easy to use, plus seamless integration with G Suite
“I like Copper because of its seamless integration with G Suite products. From my Gmail, I can add new leads and lead activity to the CRM automatically. The Copper Chrome Extension sidebar makes it easy for me to stay on top of my daily tasks. The platform is very user-friendly and simple to customize to your specific business goals and needs.”
High price for the features you pay for
“The price is very high for what you get, and if you can stomach the price, beware of their billing practices. If you cancel, they will not refund any unused part of the annual subscription fee. If you downgrade your plan, they will not refund you the balance. If you want to cancel and not be billed for a subsequent year, you have to give 60 days’ notice. I find this a low-integrity practice that calls into question the integrity of the company.”
Copper Frequently Asked Questions (FAQs)
Is there a limit to the number of seats that users can add during the free trial?
No, there is none. However, after the free trial, the number of seats will be limited based on the subscription plan.
What payment methods does Copper accept?
Copper accepts payments made through credit cards, such as Discover, Visa, Mastercard, and American Express.
What languages does Copper support?
Copper supports the following languages: Spanish, Italian, English, French, Japanese, German, and Dutch.
Our Top CRM Software Picks
If you aren’t sure if Copper is right for you, this article on The 10 Best CRMs for Small Business is a review of our top choices. Our team looked at a variety of solutions and narrowed down our recommendations based on price, features, and customer support.