Copper CRM: Is It the Right CRM for Your Business?

What is Copper CRM?
Managing customer relationships effectively is crucial for success in today’s competitive business landscape. That’s where Customer Relationship Management (CRM) software comes into play. CRM systems help businesses organize and streamline customer interactions, track sales activities, and improve productivity. One popular CRM solution that has gained attention in recent years is Copper CRM. This article will explore the features, benefits, pricing, user reviews, integration capabilities, customer support, and customization options and compare Copper CRM with its competitors. By the end, you will understand whether Copper CRM is the right CRM solution for your business.
Is Copper CRM right for my business?
Before diving into the details, assessing whether Copper CRM aligns with your business needs is essential. Copper CRM is primarily designed for small and medium-sized businesses (SMBs) focusing on sales and relationship management. If your business relies on building and maintaining strong customer relationships, managing sales pipelines, and increasing revenue, Copper CRM can be a valuable tool. It offers a user-friendly interface, automation features, contact management, and integration capabilities. However, consider other CRM options if you have specific requirements beyond sales and relationship management, such as complex marketing automation or customer service functionalities. Evaluating your business objectives, team size, budget, and specific CRM needs is essential before deciding.
Copper CRM Integration
  • G Suite: Copper CRM integrates seamlessly with G Suite applications, including Gmail, Google Calendar, and Google Drive. This integration ensures that CRM data is synchronized with the tools businesses use daily.
  • Slack: By integrating Copper CRM with Slack, businesses can receive real-time notifications, collaborate on deals, and stay updated on CRM activities within their Slack channels.
  • Mailchimp: Integration with Mailchimp enables businesses to sync contacts between Copper CRM and their email marketing campaigns. This integration helps maintain consistent customer data and encourages targeted marketing efforts.
Copper CRM Workflow Automation
Workflow automation is a critical feature that can significantly enhance productivity and efficiency in sales processes. Copper CRM provides automation capabilities that allow businesses to streamline repetitive tasks, trigger actions based on specific events, and ensure consistent operations. Some examples of workflow automation in Copper CRM include:

Task Automation: Businesses can set up automated tasks to remind sales representatives of important follow-ups, deadlines, or customer interactions. It ensures that critical activities are noticed and contributes to better time management.

Email Automation: Copper CRM enables businesses to automate email sequences and personalized email campaigns. This feature helps save time and ensures that leads and customers receive timely and relevant communication.

Deal Stage Automation: Copper CRM allows businesses to define custom deal stages and automate actions based on the scene a deal is in. For example, when a value moves from the “Negotiation” stage to the “Closed-Won” stage, the system can automatically generate a contract or notify the finance team.

Copper CRM Customer Support
A reliable and responsive customer support team is crucial when implementing and using CRM software. Copper CRM prioritizes customer support and provides various channels for users to seek assistance. The customer support options offered by Copper CRM include the following:

Email Support: Users can email Copper CRM’s support team to seek assistance or resolve any issues they encounter. The support team aims to respond promptly and provide solutions to user queries.

Help Center: Copper CRM maintains a comprehensive help centre that offers a wide range of resources, including user guides, FAQs, video tutorials, and best practice articles. The help centre serves as a self-service knowledge base for users to find answers to common questions or learn more about specific features.

Training and Onboarding: Copper CRM provides training and onboarding sessions to help businesses get started with the system smoothly. These sessions can be customized based on specific business needs and ensure that users have the knowledge to use Copper CRM effectively.

Copper CRM Comparison with Others:

When considering CRM options for your business, it’s essential to compare Copper CRM with its competitors to assess its strengths and weaknesses. Here is a brief comparison of Copper CRM with other popular CRM solutions:

Copper CRM vs Salesforce: Copper CRM is known for its user-friendly interface and simplicity, making it an attractive option for small to medium-sized businesses. On the other hand, Salesforce is a comprehensive CRM solution offering advanced customization and scalability options for larger enterprises.

Copper CRM vs HubSpot CRM: Copper CRM offers seamless integration with G Suite applications, which benefits businesses heavily relying on Google’s productivity tools. On the other hand, HubSpot CRM provides robust marketing automation features and is a suitable choice for companies looking for an all-in-one sales and marketing solution.

One of the critical factors to consider when choosing a CRM solution is pricing. Copper CRM offers several pricing plans to cater to different business sizes and requirements. The pricing plans include the following:


The Basic plan starts at $25 per user per month (billed annually). It includes essential CRM features such as contact management, lead and deal management, email integration, and basic reporting.


The Professional plan starts at $69 per user per month (billed annually). It offers advanced features like workflow automation, email templates, task management, custom fields, and more.


The Business plan starts at $119 per user per month (billed annually). It includes additional features such as advanced reporting and analytics, API access, and premium support.

Copper CRM offers a transparent pricing structure, allowing businesses to choose a plan that suits their needs and budget. However, it’s important to note that these are starting prices, and the actual cost may vary based on the number of users and additional add-ons or customizations.

Copper CRM Customization
  • Custom Fields: Copper CRM allows businesses to create custom fields to capture additional information relevant to their sales process. This flexibility ensures companies can track and analyze the data that matters most.
  • Custom Views: With Copper CRM, users can create custom views to display specific data sets based on their preferences. This feature enables sales teams to personalize their workspace and focus on the most relevant information to their daily activities.
  • Pipeline Customization: Businesses can customize their sales pipelines in Copper CRM to match their specific sales stages and workflows. This flexibility allows for a more accurate representation of the sales process and ensures that teams can easily track deals at each location.
Copper CRM Reviews
Some common themes that emerge from user reviews:

User-Friendly Interface: Many users appreciate the intuitive and user-friendly interface of Copper CRM. It allows easy navigation, quick data entry, and a visually appealing layout.

Seamless Integration with G Suite: Copper CRM integrates seamlessly with G Suite, making it convenient for businesses relying heavily on Gmail, Google Calendar, and Google Drive. Users appreciate the seamless synchronization and the ability to access CRM data within their familiar G Suite environment.

Copper CRM offers a range of features and benefits that can streamline your sales process and enhance customer relationship management. With its user-friendly interface, seamless integration with G Suite, workflow automation capabilities, and customization options, Copper CRM caters to the needs of small to medium-sized businesses. The pricing plans provide flexibility, ensuring companies can choose a plan that aligns with their budget and requirements. User reviews highlight the ease of use, integration capabilities, and sales pipeline management as notable strengths of Copper CRM.

However, evaluating your business needs and comparing Copper CRM with other CRM solutions is crucial to make an informed decision. Consider pricing, integration capabilities, customization options, and customer support. By thoroughly assessing these aspects, you can determine whether Copper CRM is the right solution to streamline your sales process and drive business growth in 2023.

AuthorNilesh Tyagi
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