Copper is a CRM that aims to help businesses sell more by providing actionable insights from their marketing data. Copper CRM is a new software that allows marketers and salespeople to manage their contacts, leads, and follow-ups. It also helps them to build relationships with potential clients. Copper is an easy-to-use customer relationship management (CRM) software product best suited for organizations that utilize Google resources and apps. Copper CRM is a good choice for companies who want to save money but don’t want the high-end services and capabilities offered by the top brand names in this area. Copper, formerly known as ProsperWorks and G Suite CRM, is tightly integrated with Google Workspace’s many features (formerly G Suite). Copper gathers data from various Google applications, saving time on data input and helping your teamwork more efficiently and effectively. Although Copper did not make our list of the best CRM software packages, it plays an essential role in the industry, assisting small firms in implementing CRM.
Copper’s Benefits and Drawbacks
Pros
- It’s a lot easier to use than the competition.
- Closely integrates with all Google applications
- Data is taken straight from Gmail.
- Multiple tasks may be automated.
- The tool for managing leads is excellent.
- Reports that can be customized
- Provides a risk-free trial period.
- This is an excellent smartphone app.
- Security is a top concern, not an afterthought.
- Provides adaptability for a variety of business types
- Team members are more engaged when they have access to communication tools.
Cons
- Your email will be clogged with notifications and recommendations.
- Doesn’t have the same features as top-tier brands.
- Those who do not utilize Google applications are missing out on essential features.
- For bigger businesses, this is not the most fantastic tool.
- The design of the dashboard may be more beneficial.
- At the most significant level of service, pricing is less competitive.
How Does Copper Measure Up to the Best CRM Software?
Copper doesn’t have the same feature set or adaptability as other most popular CRM software solutions. Nevertheless, it’s an excellent option for small businesses that depend on Google tools like Gmail and Google Calendar. Larger companies may want to look at some of the other top CRMs, which provide more power and flexibility.
Here’s a quick rundown of four additional CRMs that may be more suited to your requirements than Copper:
- HubSpot is one of the most well-known CRM companies. HubSpot provides many capabilities to help businesses generate new sales leads and manage their existing customers. In addition, HubSpot is more versatile than Copper since it interfaces with various applications.
- Salesflare has several automated capabilities that enable businesses to construct time-saving email campaigns by automatically filling fields in messages. Salesflare also allows firms to monitor whether or not their customers have opened their letters. In addition, copper can build automated features. However, it falls short of Salesflare.
- Salesforce is one of the most widely used CRMs, with over 150,000 users. Salesforce is comprehensive, with a wide range of solutions to meet the demands of practically every kind of company in any sector. It has a considerable edge over Copper due to its extensive feature set. On the other hand, Salesforce might be too complex, depending on your requirements.
- Zoho CRM is a small company software platform that includes accounting and inventory management tools. Adding Zoho CRM to a firm that already uses Zoho in other ways is wise. Unfortunately, copper does not provide the additional business software that Zoho delivers.
Size of Copper’s Team
It’s critical to evaluate the size of your organization when selecting the ideal CRM for your company. When a company services various customers, it’s crucial to choose a CRM that can match the firm’s adaptability.
Copper, in general, especially in comparison to other CRMs, is better for smaller businesses. The Basic tier has a maximum of three users, but the Professional and Business levels have no such restrictions. In addition, copper provides robust automated lead management tools, a problem area for many small and medium-sized enterprises. However, lead management is less of a concern for more prominent organizations with specialized marketing teams, eliminating some of Copper’s advantages.
Capabilities of Copper
For enterprises, CRM software offers services in a range of sectors. Consider the kind of services your company needs from its CRM software. Some CRMs excel in various topics, while others specialize in a single area.
Sales and Lead Management
Copper CRM is a fantastic lead management tool for small companies, practically acting as a personal assistant by proposing new leads for a company. In addition, copper monitors your organization’s connected Gmail and Google Calendar accounts for possible charges and notifies you of them through automatic recommendations.
Copper can also watch when prospective customers read your emails, letting you know when to contact them since they showed enough interest in the message to open it. You may set up automatic follow-ups to check on leads and arrange calls using Copper’s administrative tools. Salesflare beats Copper for firms that want sophisticated lead-generating tools, but it comes at a cost.
Marketing
Copper falls short of other CRM systems when creating marketing initiatives. It is more concerned with generating sales leads than with general marketing initiatives. HubSpot and Salesforce would be excellent alternatives for CRMs with marketing tools that score near the top.
Management of Projects
Copper contains a Projects tab that functions similarly to a Kanban-style project board, with cards used to create tasks that the user may move through the To Do, In Progress, and Done/Completed columns.
Assign assignments to members of your team on separate cards. The task cards will work with all your Google applications, including Gmail, to bring tasks into Copper if requested. Copper certainly isn’t as detailed in its features in this area as a dedicated Management of Projects software package would be. But it will handle the Management of Projects for organizations with basic needs in this area.
Copper’s Partnerships
CRM software should interface with the various tools and procedures you’re currently using to make it simpler to utilize. It saves time and prevents prospective leads from sliding between the cracks when CRMs can extract data through connections with email software, social media packages, and calendars. In this regard, Copper varies from other CRM software. It concentrates its connectors on Google and Google Workspace products, such as Gmail, Google Sheets, Google Docs, Google Contacts, and Google Calendar.
Copper’s Basic tier provides a restricted number of non-Google connectors, but the Professional and Business levels allow for integrations with DocuSign, MailChimp, and QuickBooks. However, copper’s degree of connectivity with third-party software is far lower than other CRM solutions. So unless you’re a heavy user of Google applications and a select few other third-party software packages, you may need to hunt for a CRM solution with additional integration choices. Pipedrive is a high-quality CRM with various handy third-party connections that we enjoy. Pipedrive has over 150 integrations, so there’s a strong chance you’ll find something that works with some weird third-party program that your company uses.
The Cost of Copper
Copper is a low-cost CRM alternative for enterprises without a large budget, as long as your firm doesn’t want all of the bells and whistles.
More information about Copper’s three price levels may be found here.
Basic
The Basic plan ranges from $25 to $29 per user. It features a three-user restriction and a monthly contact limit of 2,500. It integrates with most Google applications but not with third-party apps or services. It does not allow for the creation of mass email messages. This Basic tier may satisfy your requirements if you need the most basic functionality in a CRM and only have a few individuals utilize the program. Just keep in mind that it has several drawbacks.
Professional
The Professional plan is $59 per month per user. The number of users is unlimited. However, there is a monthly restriction of 15,000 contacts. Fifteen thousand connections are more than most other CRM programs provide for a mid-tier subscription tier. It integrates Google Workspace completely, as well as various third-party software applications. The Professional level is an excellent choice for a small team that is in the process of expanding. Most companies that pick Copper will almost certainly begin with the Professional tier. Many people will never need more features than those available at the Professional level.
Business
The Business plan is $119 per month per user. There is no monthly restriction on the number of users or contacts. Copper is one of the few CRMs on the market that offers unlimited connections for such a low price. This tier includes complete connectivity with Google Workspace and various third-party software integrations. It has comprehensive reporting capabilities, as well as rich report customization possibilities. The Business tier is worth considering for people who require unlimited contacts per month and extensive reporting options but do not have many benefits above the Professional deck. For a 14-day free trial, users may test out any levels.
Other CRM Packages vs. Pricing
Other CRM software, such as Salesforce, might be substantially more expensive than Copper. Salesforce’s top price tier is $300 per user per month, but it also has a lesser level that costs $25 per month. Apptivo offers a free story and a $10 per user per month option for those wishing to pay as little as possible on a CRM.
The Ease of Working with Copper
Copper is one of the CRM software alternatives with the shortest learning curve. In addition, it’s straightforward to use. The left pane includes all of the software’s tools, allowing rapid access. Menu subjects run across the top, revealing up-to-date tracking data in the right-hand working window.
Copper also features a comprehensive support center accessible via its CRM interface, including an extensive FAQ and a step-by-step setup guide. A support button is always present in the bottom right corner if you need to begin a chat conversation with Copper. Copper’s automatic capabilities, such as giving team members ideas for possible sales leads and assigning tasks, make utilizing the platform even more accessible. On the other hand, some people resent Copper’s enormous quantity of ideas, which they find overwhelming. Copper provides a mobile app for customers who want to utilize CRM capabilities when they’re not at work. It contains many user-friendly features as the core cloud-based software package. Copper’s developers kept complications from the program by concentrating on the most basic CRM software functions. This is in contrast to more complicated CRMs.
Features of Copper’s Report Generation
Copper has introduced customizable reporting options to its advanced software tiers and heritage reporting features, enabling customers to get a more detailed picture of lead generation and conversion. Users may choose from a list of pre-configured report settings or define the specific data types in the report. As a result, copper’s pieces are unique regarding the degree of data, even providing information on communication levels between team members and their contacts.
Copper’s report production tools may leverage data pulled straight from the Google Sheets app because of its robust connectivity with Google Workspace. This connection makes data input and report creation a breeze. Using Copper’s reporting, team members may monitor sales conversion success and any failures to convert leads into actual sales. In addition, Pipedrive can gather vast data and develop reports that give insight into the organization’s degree of sales performance for those who want more comprehensive report production tools that Copper can supply.
Security Measures for Copper
Copper’s security features are one of the areas where it outperforms some of the more well-known CRM solutions. This is because copper’s creators are concerned about security, safeguarding both the data that travels through the program and the personal information of its users.
- Copper’s data backup policies are comprehensive, offering users peace of mind that their data saved in the cloud will be protected. In addition, copper’s designers regularly verify its data protection measures to ensure that they are up to date and as secure as possible.
- Copper needs two-factor authentication by default for sign-ins, but users may choose to utilize a single sign-on procedure.
- Private Emails: Any emails synced over Copper are set to private by default. Administrators and account owners may only see personal emails.
- Copper complies with Google’s security requirements for connecting with Google applications and managing any of your data that passes via those apps.
- Copper conducts an annual audit following Google Security Audit criteria to guarantee compliance with the company’s most recent security requirements.
On the other hand, Copper does not fulfill the security requirements of FedRamp or HIPAA for those who need to meet those compliance criteria. Copper’s CRM solution isn’t the most powerful on the market, and it’s not especially well suited to big businesses. On the other hand, Copper is a good alternative for small enterprises and organizations looking to get started with a simple and easy-to-use CRM. Copper will be most successful in organizations that use Google applications for the bulk of their communications requirements or have a Google Workspace subscription. Copper is designed the same way as Google’s apps: it’s functional and straightforward. Copper CRM is a cloud-based CRM software that offers an affordable and easy way to manage your business. It has been used by many small businesses, entrepreneurs, and startups. Copper CRM offers a free trial to try the product before committing to it. The app reviews for the product are positive, with users praising its ease of use and affordability.
Frequently Asked Questions
What does copper CRM do?
A: Copper CRM is an application for managing customer data, including contact information, lead times, and activities that may have been taken on a project.
Is Copper a good app?
A: Yes, it is a good app.
Does Google own copper CRM?
A: Unfortunately, Google does not own the CRM CMS system.
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