Copper small business CRM product overview
Copper is a CRM solution designed for native integration with G Suite. Copper aids sales productivity through lead management by automatically pulling data from Gmail, enabling companies to transform leads into customers. Copper includes contact management, which lets users find contacts and nurture business relationships. Copper also offers visual pipeline management through customizable pipelines that allow users to visualize the progress of each deal. Users can also manage multiple pipelines.
Copper offers task management through email templates, including ready-to-use emails that answer frequent questions, greet new customers, or promote services. Seamless integration with G Suite automatically syncs emails. Alerts and notifications allow users to stay on top of every conversation and anticipate customer needs.
Pros of Copper CRM
The best part about Copper CRM is that it looks and feels exactly like a G Suite product. This is great for sales teams who also spend a lot of time in G Suite apps like Gmail or Google Sheets, as using Copper feels like second nature. Apart from the software looking similar to a G Suite app, Copper also offers an impressive user experience (UX). The user interface (UI) not only has the same futuristic, refined style of Google products, but it’s also fast, even when handling large data sets. In addition to user experience, Copper’s support team enjoys high ratings from many users around the web.
Cons of Copper CRM
Copper is a different kind of CRM. While that’s exciting to many people, some might be confused or frustrated by the way Copper handles workflow automation. Instead of letting users create a visual task flow for automating tasks and interactions, Copper uses rule-based workflow automation. The end result is not a bad workflow automation tool, but it may be more time-consuming than what you’re used to. Users creating simple automated workflows will have no trouble with Copper’s tool, but more complicated workflows may present a challenge.
Breakdown of core features
Copper is a unique CRM, but it still offers all the same core features you would expect to find in other systems.
Managing leads and contacts in Copper CRM
Users can move contacts through the various stages of a pipeline by dragging and dropping contacts into different lanes of a Kanban board. You can also drag and drop contacts into a “won” or “lost” bin, depending on how a deal shakes out. Since Copper integrates with Google, you can extract lead information straight from Gmail using Copper’s Chrome extension. This saves sales people hours of manual data entry.
Email in Copper CRM
Connecting Copper to your Gmail account allows you to schedule, send, and receive emails without ever leaving Copper. As with most other CRM solutions, you can create and customize email templates with merge fields, program automated responses for common questions or requests, receive notifications when someone opens your emails, and send bulk emails. Copper was built specifically for Gmail, so you are not able to connect your email if you use Outlook or another email service provider.
Workflow automation in Copper CRM
As previously mentioned, workflow automation in Copper CRM is a bit more limited than what you’ll find in most other CRM solutions, but it’s good for simple automations. Instead of using visual process workflows, Copper uses rule-based workflows that require you to program custom logic for every automation. This is really simpler than it sounds, but people used to drag and drop visual process workflows may have a hard time adjusting.
(Last updated on 01/22/2020 by Forrest Brown)