Home CRM Copper
Copper reviews


Small business CRM built to be used with G Suite
our rating 4.5 out of 5 Stars

CopperProduct Overview


  1. About Copper CRM
  2. Pros of Copper CRM
  3. Cons of Copper CRM
  4. Breakdown of core features

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

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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

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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

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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.

Alternatives to Copper CRM

Learn more about other CRM software by exploring the following products, or review specific types of CRM software including real estate CRM software, CRM software for small businesses, financial services CRM software, and social CRM software.

1 EntreTEK Solutions

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We are a complete all-in-one business development, management, and automation tool that has everything you need to replace countless pieces of other software and solve nearly all your business problems. Entrepreneurs love us!

Learn more about EntreTEK Solutions

2 HoneyBook

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HoneyBook helps creative entrepreneurs and freelancers book more clients, manage projects, and get paid all in one place. With our business management software, you can automate your busy work and stay on top of all your to-dos, saving time and money so you can grow your business. It's like your own personal assistant. Small business owners and freelancers have used HoneyBook to increase their bookings and save time.

Learn more about HoneyBook

3 Maximizer

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Maximizer is a CRM designed for sales teams to manage opportunities, automate tasks and close more business. Try our platform free for 30 days.

Learn more about Maximizer

(Last updated on 03/04/2022 by Forrest Brown)

Quick Facts

  • Industry Specialties
    Advertising / Media / Publishing, Architecture / Engineering / Construction, Banking / Accounting / Financial, Computer and Technology, Education and Training, Hospitality / Entertainment / Travel, Food and Beverage, Government / Public Administration, Healthcare, Legal, Marketing / Public Relations, Manufacturing, Non-Profit / Public Sector, Pharmaceutical, Real Estate, Retail and Wholesale, Scientific, Telecommunications, Transportation / Shipping, VAR / VAD / System Integrator
  • Pricing
  • Works Best For
    Mid Sized Businesses, Small Sized Businesses




  • CRM
  • Contact information scraping through Gmail
  • Interaction documentation
  • Email templates
  • Email sync
  • Visual pipeline management
  • SAML-based SSO
  • Two-factor authentication (2FA)
  • Access permission
  • TLS
  • Alerts and notifications
  • AES-256 encryption
  • Analytics
  • Task management
  • Sales forecasting
  • Project management
  • Native G Suite integration
  • Workflow automation
  • Regular third-party vulnerability testing
  • Customer data stored on servers in the US

Pricing model

Get Pricing For Copper
  • Monthly subscription, billed monthly or annually
  • Three tiers
  • Free trial available
  • English
  • Spanish (Español)
  • French (Français)
  • German (Deutsche)
  • Dutch (Nederlands)


Get Pricing For Copper
  • Google Drive
  • Social Media Integration
  • eCommerce Integration
  • Microsoft Outlook
  • Zapier
  • Gmail
  • Google Calendar