Copper CRM Reviews

s e.Sales

5.0

Copper allows you to fully customize your CRM, with additional fields, drop-downs, etc. Additionally, it is so easy to add these fields "on the fly". You might have thought your CRM was "perfectly set up", only to find out there is another triggering quality or metric you want to track on each account. You can go in and edit your entire CRM to include this new metric and use it immediately. Review collected by and hosted on G2.com.

Martin B.Small-Business(50 or fewer emp.)

4.0

Pipelines y la posibilidad de mover casos de un estado a otro, sumar personas/leads responsables de cada oportunidad y poder conectar con Slack es una ventaja a la hora de notificar el resto del equipo de actualizaciones Review collected by and hosted on G2.com.

Carmie S.Small-Business(50 or fewer emp.)

0.0

They are a Terrible company. There customer service is the worst I have ever experiances. Review collected by and hosted on G2.com.

Clark M.President

0.0

Copper is very expensive. If you can stomach the sticker price, read the fine print. Once you pay your annual fee, they will not refund an unused portion of the year if you cancel. They will not refund the balance if you downgrade. They will only NOT charge you for a year if you give 60 days notice prior to the end of the year. I find this to be an abhorrent business practice that calls the integrity of the entire business into question. Review collected by and hosted on G2.com.

Verified User in Consumer GoodsSmall-Business(50 or fewer emp.)

0.0

when i went to cancel a week after my renewal i was informed that I had to give 60 days notice before my renewal date and the cancellation will take place in 2020. Is this a tech company in 2019???? BEWARE Review collected by and hosted on G2.com.

Verified User in Information Technology and ServicesSmall-Business(50 or fewer emp.)

0.0

I've now resorted to these negative reviews to make sure nobody else falls into their trap, as they've stopped responding to me suggesting that there won't be a refund. Review collected by and hosted on G2.com.

luz mary R.Marketing and Advertising

5.0

What I like the most about this platform is that it has an incredible integration with Google applications. As a business that uses Google Workspace for our daily operations, having a CRM that automatically syncs with Gmail and other Google tools is really a huge benefit and that's why I don't have to worry about manually entering every interaction with my customers as with this platform I can automatically record all emails, meetings and tasks in the corresponding contact.

Carlos Y.Internet

5.0

Pour moi le meuilleur CMR. Trs facile d'utilisateur et l'interface utilisateur est trs intuitive et la gestion des leads est trs faile

Rebekah M.Health, Wellness and Fitness

5.0

I love how easy it integrates with google workspace

Roger W.Capital Markets

1.0

Which dumb-ass executive wakes up one day and takes away customer service!!! Are you that ignorant that you believe your bot works????

allen m.Real Estate

1.0

Total rip off. There was no trial period. There no monthly option

Nathan Y.Marketing and Advertising

1.0

Labyrinthian cancellation process with UI designed to lead users as far away from a successful cancellation as possible. No confirmations of cancellation in UI or emailed. No user viewable record of cancellation. I was billed for 10 months after I thought I cancelled. When I tried to login after noticing the charges, I was unable to even after attempting to reset my password (No user exists). I explained the situation to customer service and they reset my account and told me they weren't able to discuss refunds for the past 10 months until I processed another cancellation on my reset account. I did so and was billed AGAIN two days later. When I contact customer service, they said that per their policy, not only was that charge valid, but that I would be charged AGAIN next month before charges stopped. When I asked about a refund for the past 10 months, they said that I should have cancelled and when I said that I did, they said prove it. I told them that their system does not generate cancellation emails and they said that per company policy, they would provide no refunds without proof of cancellation. PROOF THAT DOESNT EXIST BECAUSE THERE IS NO RECORD OF CANCELLATION EMAILED TO YOU OR AVAILABLE IN THE APP.

Scott EntwistleFounder

10.0

Our organization uses ProsperWorks as the sales and customer CRM. We track all our open deals, take notes on our interactions with customers, and essentially make it our book of truth. It addresses a ton of problems because without a CRM the left hand wouldn't know what the right hand is doing! We have a lot of different accounts, and some people could be calling on the same ones, so this helps us pick up where we left off and track the progress.
ProsperWorks UI and integration with Gmail is just unmatched. It's beautiful, easy, straight forward, and a delight to use. Their kanban flow for deals is awesome, and the ability to link any deal/company/person/document/calendar event with just about any other one makes drawing connections between things really simple. Their reporting for activity is awesome. I used this for a period of 7 months to manage a collections team and it was invaluable to watch daily call volumes, and pull live reports to show the team at the end of the day.

Jason TenzerPresident

10.0

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

Verified UserEmployee

10.0

We use Copper across multiple departments within my company. The Business Development team uses it for prospecting, the Sales team uses the Opportunities Pipelines to track our sales process with prospects, The individuals responsible for hiring new employees use the Opportunity Pipeline to track the interview and onboarding process, and the Executive team uses an export of some Copper data to track performance metrics within the company. Copper's integration with the Google G-suite is one of the main reasons we chose this CRM over others and we utilize those integrations daily. Our Marketing team even uses Copper to feed contact information to Mailchimp via Zapier. It's proving to be an extremely versatile tool for all of our business processes.
I think the Opportunities Pipeline is probably the best feature of the CRM. The versatility of it allows for pipelines to be made for not only sales but myriad of other ways. Copper's commitment to customer satisfaction is pretty spectacular. Many CRMs aren't as dedicated to this and provide their customers with simple how to articles that fall short of being an actual help. Copper's ability to sync with Google is an undersold perk. If a company relies on the Google workspace, Copper is an amazing tool to work alongside with Google.

Nathan YoungManaging Director

1.0

Copper was selected as a replacement for Hubspot as our business grew. It seemed like it offered many of the features that Hubspot's paid tiers do at a fraction of the cost. The integration with G-Suite was the cherry on top. We integrated it across all customer-facing roles and were happy until it came time for us to cancel after a change in business ownership.
ABYSMAL customer service. Slow, rude, and not solutions oriented. DECEPTIVE cancellation policy. Will charge you for 2 months after you cancel. IF you can navigate their intentionally difficult cancelation process. BIZARRE user management backend that can make it impossible to recover accounts if you switch from G-Suite.

Verified UserC-Level Executive

1.0

I selected Copper based on its integration with other sales automation tools like Reply.io. Seemed like a great fit based on the native Google integration. A good product, but turned out was not a fit for what we were looking for. I canceled the service back on 11/19/21 - and I was charged again in December. I have emailed customer service 4 times asking why the additional charge and asking for a refund. I did get an email that it would be escalated but nothing after that. There are other reviews with similar experiences. Too bad as it is a nice CRM - but if this is the way they treat customers who try to leave, it's pretty slimy....... Since they won't respond to my 4 emails, I have to do chargeback in order to get my money back
Horrible Customer Service Cancelation is deceptive -cant just cancel -they dont let you go

Emile SautetCEO (Chief Executive Officer)

1.0

I used Copper mainly to organize my inbound leads (that were generated from my website). More like a sales tool than a marketing tool.

bob J.owner

2.0

Overall: Tried PW for my insurance biz. It was a total waste of time. It took 20+ hours to set up for my business and did very little to help organize contacts/meetings/notes as I required. Also needed to be able to filter/search for data. Overall, it lacked customization. Wanted to add custom fields like birthdates. This proved impossible, as the date field required input via pop up calendar, so you'd have to click through every month to get back to January 1 1965. I talked to their support people for a total of 3 hours and the conclusion of it all was "the software can't do that and we're not going to implement that unless a ton of people ask for it." That should have been a red flag because it just got worse. Importing data is super annoying. If you have a google sheet you want to import, you have to download it as a CSV then re-upload it, and hope the fields match up. It also adds a bunch of tags to crap that makes a huge data mess you end up wasting hours to fix. The dashboard is a total waste of space. There is no useful information. The People section is basically a glorified Excel spread sheet. When you export your data it grabs the fields, but leaves all of the activity notes behind, so you cannot back those Custom filters are another massive failure. If you want to filter by X but exclude everyone who already has Y, it's impossible. I think an undergrad designed this system because it lacks advanced features severely. If you want to set up a daily to-do queue, forget it. You might as well use paper checklist or a spreadsheet. Another major problem is that it will pull info out of your google contacts and if you check the box for Sync with Contacts, it will completely destroy your hardwork in contacts. It deletes data out of fields, such as addresses and phone numbers. You have to pay for another software called Pieworks to fix that, but it's also terrible. A simple basic feature that should be included is not, and you have to pay yet another monthly sub for something really stupid that should be there. It has an app for android, and it was convenient when out of the office. You can pull up the contact and if you just had a meeting with them, dictate the notes into logging a meeting. If you need to call them, just tap their phone number, and at the end of the call PW is already logging your call, just enter the notes about topics of discussion. However, the app needs improvement in terms of the dashboard, such as calendar and to do list like a call queue or other service tasks. You have to submit tickets for every little thing. It's extremely annoying and waste of your time. I decided to cancel this, pulled all of my data out of PW and set it up in a spreadsheet. PW is barely more than a spreadsheet with a pretty interface. It's not worth the money. You might as well use something free -- or spend the money and get a real CRM with all the features you really need. They will not let you cancel. There is no place to remove your billing information or cancel your plan. You have to submit a ticket and hope they answer it, but more likely, they'll ignore it because they are a greedy company that ignores the requests users make on their website for changes. They claim they are the CRM google uses, but that's not true. This is a very immature piece of software that cannot handle a serious business with specialized needs. They may have partnered with

Sam L.Verified LinkedIn UserHead of Digital Marketing

2.0

Overall: 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.

Michael C.CEO

5.0

Overall: Our small business has been a Copper client for the last 2-3 years and we have been incredibly happy with the Copper CRM product and the team that supports it. As our business grows, so do our CRM needs. Copper has been able to fulfill each of these needs as they arise, often from regular updates on their product roadmap. It's almost like Copper has been "inside our head" and developed exactly what we needed prior to us asking. @TeamCopper - Great job listening to your clients in the community and actually developing your product to suit our needs. This is what encouraged us to sign a 5-year agreement with you!

Jaimee I.Office Manager

5.0

Overall: Copper has cut down dramatically on administration data entry try which allows for our staff to communicate with our prospects more frequently, which in return is bringing in more business for the company.

Jacqueline C.Broker/Owner

5.0

Overall: Wonderful! The customer service is AMAZING and overall we have converted so much more closed business as a result of effective lead and pipeline management within our company.

Scott G.Verified LinkedIn UserGeneral Manager

5.0

Overall: I've used a lot of CRMs, from Salesforce to Pipedrive. Copper is hands down the best. Easy to use, easy for the team to adopt but still very powerful under the hood.