Used by 74% ProfessionalsCopper CRM Overview
/5
- Linux
- Windows
- Large Enterprises
- Small Businesses
Copper is a customer relationship management (CRM) software that enables small business owners to efficiently and automatically manage their client interactions. In addition to automating tasks, users can manage projects, deadlines, and more, or even develop lasting and meaningful connections. 30,000 companies utilize Copper worldwide.
About Copper CRM
Copper CRM Features
- Campaign Management : Track the progress and performance of your campaigns, and make adjustments as needed.
- Email Marketing : Allows you to send newsletters and other promotional messages to your customers.
- Forecasting : Allows you to estimate how much revenue your business will generate in a given period of time.
- Meeting Management : Helps you track and manage all your meetings in one place.
- Predictive Analytics : Helps predict customer behavior and act on it accordingly.
- Revenue Management : You can track and manage your sales leads and sales processes.
Copper CRM Ratings and Reviews
- Jason TenzerPresident
I am a small company and the only person using Copper. I use it to maintain my client's information and to keep my calendar for calls and emails. Copper helps my company with making sure I do not miss any important calls, emails, or meetings. When I increase the size of my company, everyone will use Copper.
Reminds me of anything on the calendar Easy to upload company information Notifies me of other contacts for a company that I currently do not have - Sam LepakHead of Digital Marketing
Copper is our CRM and is only used for our sales team. Our products are a mobile app and website that generate leads that go into Copper in which our sales team is able to qualify and view all communication with prospects and move them along the appropriate pipeline. One of the main problems that Copper solves for us is integrating with Slack and their mobile app to update us real-time of new leads. Also, a nice feature of Copper is their integration with G Suite (since Copper is a Google Product), that keeps track of all communication with each prospect. From a more technical perspective, Copper has a quite robust API that allows us to connect our mobile app attribution platform, Slack, PostgresSQL, and chatbot Intercom.
While Copper has a quite robust API, they do not have any webhook receiver URLs. In order to effectively communicate data between Copper and another platform is through a paid Zapier account or Tray.io. Automated actions are nice, but the work flow automations are extremely limited. We are not able to send users automated emails, push notifications when they enter a new stage of a pipeline. More direct integrations with messaging services - transactional + marketing email services, push notification platforms, chat services.
