avatar Copper Review

Copper: Durable, excellent conductor of heat and electricity. Versatile in applications. Corrosion-resistant. Recyclable. Improvements needed in cost, energy-intensive production, and potential toxicity in high concentrations.

Visit site

What we love:

Contact Management

Strong contact organization, custom fields, and integration with Gmail for efficient contact management.

8/10

Sales Pipeline Management

Visual pipeline, customizable stages, and opportunity tracking, but lacks advanced forecasting features.

7/10

Customer Service and Support

Basic ticketing and case management, but limited compared to specialized customer support tools.

6/10

Contact Management Review

We've been using Copper's Contact Management feature, and it's significantly improved our client relationships. The interface is intuitive, allowing us to quickly add and update contact information. We appreciate how it seamlessly integrates with Gmail, automatically capturing new contacts and communications.

The customizable fields have been particularly useful, letting us tailor contact profiles to our specific needs. The ability to link contacts to companies and opportunities provides a comprehensive view of our relationships.

We've found the activity tracking feature invaluable for maintaining a history of interactions. The mobile app ensures we can access and update contact information on the go.

While we love most aspects, we sometimes wish for more advanced filtering options. Overall, Copper's Contact Management has streamlined our processes and helped us maintain stronger connections with our clients.

Sales Pipeline Management Review

We've been using Copper's Sales Pipeline Management feature for our small business, and it's been a significant improvement over our previous system. The visual pipeline view helps us quickly grasp the status of all our deals. We appreciate how easy it is to drag and drop opportunities between stages, keeping our pipeline up-to-date effortlessly.

The customizable pipeline stages allow us to tailor the process to our specific sales workflow. We find the automatic task creation particularly helpful in ensuring no follow-ups are missed. The reporting features provide valuable insights into our sales performance and help identify bottlenecks.

While we love most aspects, we've noticed that the mobile app could use some improvements for on-the-go pipeline management. Overall, Copper's Sales Pipeline Management has streamlined our sales process and improved our team's efficiency. It's become an essential tool for our sales operations.

Analytics and Reporting Review

We found Copper's Analytics and Reporting functionality to be robust and user-friendly. The customizable dashboards allow us to track key metrics at a glance, while the detailed reports provide deeper insights into our sales pipeline and team performance. We appreciate the ability to create custom reports tailored to our specific needs. The visual representations of data, including charts and graphs, make it easy to identify trends and patterns quickly. One standout feature is the real-time reporting, which keeps us up-to-date on our sales progress throughout the day. The integration with Google Data Studio further expands our reporting capabilities. While the analytics tools are comprehensive, we did encounter a slight learning curve when setting up more complex reports. However, once mastered, these features have significantly improved our decision-making process and overall sales strategy. Overall, Copper's Analytics and Reporting functionality has greatly enhanced our ability to track and improve our sales performance.

Marketing Automation Review

We recently implemented Copper's Marketing Automation features in our business, and we're impressed with its capabilities. The platform seamlessly integrates with our existing CRM data, allowing us to create targeted campaigns effortlessly. We appreciate the intuitive drag-and-drop interface for building email sequences and workflows.

The lead scoring system has helped us prioritize our outreach efforts effectively. We've noticed improved engagement rates since implementing personalized content based on user behavior. The automated follow-ups have saved our team considerable time and increased our conversion rates.

While the reporting features are comprehensive, we found the learning curve a bit steep initially. However, once we got the hang of it, the insights proved invaluable for refining our strategies. Overall, Copper's Marketing Automation functionality has streamlined our processes and boosted our marketing efficiency. It's a solid choice for businesses looking to enhance their marketing efforts.

Customer Service and Support Review

We found Copper's customer service and support to be responsive and helpful. Their team was quick to address our inquiries through various channels, including email, chat, and phone support. The knowledge base and documentation provided clear instructions for most common issues we encountered.

We appreciated the onboarding process, which helped us get up to speed quickly. The video tutorials and webinars were particularly useful for our team members who were new to the platform. However, we did notice that some advanced features could benefit from more in-depth explanations.

The regular software updates and feature improvements demonstrated Copper's commitment to enhancing user experience. While we occasionally experienced minor bugs, the support team was always ready to assist and provide workarounds when necessary. Overall, Copper's customer service and support met our expectations and contributed positively to our experience with the platform.

Basics

avatar
Contact Management
store and organize customer contact information
Lead Management
track and manage potential customer interactions
Task Management
create, assign, and track tasks related to customers
Email Integration
sync emails with customer records
Calendar Integration
schedule and manage appointments with customers
Mobile App
access crm data on mobile devices

Advanced

avatar
Sales Forecasting
predict future sales based on current data
Workflow Automation
automate repetitive tasks and processes
Reporting and Analytics
generate insights from crm data
Marketing Automation
automate marketing campaigns and track results
Social Media Integration
monitor and engage with customers on social platforms
Quote and Proposal Management
create and manage sales quotes and proposals

Support

avatar
Phone Support
provide customer support via phone
Email Support
offer customer support through email
Chat Support
provide real-time support via chat
24/7 Support
offer round-the-clock customer assistance
User Roles and Permissions
manage access levels for different users
Onboarding and Training
provide resources to help users learn the system

Technical

avatar
API Support
allow integration with other software via api
Third-party Integrations
connect with other business tools and services
Data Import/Export
easily move data in and out of the crm
Customization Options
tailor the crm to specific business needs
Security and Compliance
ensure data protection and regulatory compliance
Documentation and Knowledge Base
provide comprehensive guides and resources

Best for company size?

Small Business 8/10
Mid-sized Business 6/10
Large business 4/10

Industry Focus

Construction 9/10
Electronics 10/10
Automotive 8/10
Renewable Energy 9/10
Telecommunications 9/10
Power Generation 8/10
Industrial Machinery 7/10
Consumer Goods 6/10
Healthcare 7/10
Aerospace 7/10