Copper CRM Assessment (2024): Options, Pricing, Execs and Cons – Uplaza

Copper’s quick info Our ranking: 3.8 out of 5 Beginning worth: $9 per person, per thirty days Key options: Mission administration Contact enrichment Workflow automations Google Workspace integration Customized reporting

Copper is a CRM answer that’s greatest beneficial for companies that use Google Workspace, no matter firm dimension. Copper customers can sync contact info, emails, scheduled conferences, information, and extra with this highly effective integration. There are additionally instruments that prioritize inner collaboration and strategic planning to assist construct out after which handle your complete buyer journey.

Copper’s pricing

• Free trial: 14 days.
• Starter: $9 per seat, per thirty days when billed yearly. $12 per seat, per thirty days when billed month-to-month.
• Primary: $23 per seat, per thirty days when billed yearly. $29 per seat, per thirty days when billed month-to-month.
• Skilled: $59 per seat, per thirty days when billed yearly. $69 per seat, per thirty days when billed month-to-month.
• Enterprise: $99 per seat, per thirty days when billed yearly. $134 per seat, per thirty days when billed month-to-month.

Copper’s key options

Google Workspace integration

Copper gives seamless integration with your complete Google Workspace suite, together with Gmail, Google Contacts, Google Calendar, Google Drive, and Google Sheets. Customers can observe e-mail conversations, find paperwork, and add leads with out having to modify between software program. That is best for companies that already use any of those instruments and are available in the market for a contemporary CRM that may combine with them.

Customized workflows

The workflow characteristic permits companies to customise pipelines and dashboards that sync all consumer info, duties, or information. Copper customers can’t solely construct out these workflows and dashboards for gross sales, but in addition for particular initiatives, buyer assist, and even inner onboarding. These workflows might be managed with a easy drag-and-drop slider that strikes playing cards to the subsequent stage.

Contact database

Copper’s contact administration characteristic organizes all emails, calls, information, and notes related to a lead within the database. It eliminates guide information entry by including current e-mail contacts from reps, and routinely pulls in particulars like telephone numbers, e-mail addresses, and social media. Inside this database, customers can tag, filter, and type leads after which save lists of contacts by kind.

E mail advertising and marketing instruments

Copper gives a collection of promoting instruments, many out there throughout the Google integration. Companies can enhance their purchasers’ expertise with efficient, customized, and focused communication. Customers can create customized e-mail templates, interact with potential leads, and promote new providers and merchandise to current prospects. With the e-mail sequence and drip marketing campaign supervisor, reps can effortlessly set off automated nurture sequences to interact with purchasers.

Copper professionals

• 14-day free trial.
• Stay chat, assist heart, and extra assist out there for all paid tiers.
• Reasonably priced paid tiers for small companies.

Copper cons

• Restricted contacts till the Enterprise tier.
• No free-for-life model of the software.
• Actual customers report a studying curve when implementing the software program.

Options to Copper

	Copper	HubSpot	Pipedrive	monday CRM
Star ranking	3.8/5	4/5	4.3/5	3.5/5
Beginning worth*	$9 per person, per thirty days	Free beginning worth	$14 per person, per thirty days	$12 per person, per thirty days
Integrations	150+	1,500+	350+	200+
Advertising and marketing instruments	Common	Superior	Common	Common
Automations	Sure	Sure	Sure	Sure
*Value when billed yearly.

HubSpot

HubSpot gives a preferred CRM software program in addition to a collection of promoting and repair platforms. The free model of the HubSpot CRM comes with a mixture of advertising and marketing and gross sales instruments reminiscent of e-mail templates, assembly schedulers, and report analytics. HubSpot has the power to assist giant enterprises, however these paid tiers might be expensive. I counsel defining your enterprise objectives, finances, and anticipated progress when deciding on a CRM answer.

To study extra about this various, take a look at this HubSpot overview.

Pipedrive

Pipedrive is an operational CRM that focuses on creating manageable pipelines for customers of any technical ability degree to observe leads by means of their gross sales course of. Much like Copper, Pipedrive gives area of interest business specialization. If your enterprise is in occasion administration, larger training, or B2B gross sales, I like to recommend Pipedrive for his or her customized options and performance.

Head over to this Pipedrive overview for extra particulars.

monday CRM

Monday CRM is a versatile CRM software that features AI-powered automations and customized formulation constructing. Each monday CRM and Copper provide strong mission administration capabilities with further automations that work throughout the native dashboard in addition to with integrations. And whereas their premium tiers are comparable, monday CRM does often provide a free model of their software to college students and nonprofits.

Try this monday CRM overview to study extra.

Methodology

To judge Copper, I used our in-house rubric that consists of standards deemed most essential when reviewing the very best CRM software program. I in contrast Copper towards the business requirements for every standards and subcriteria and referenced Copper’s personal on-line assets in addition to actual person suggestions and scores.

Right here’s the standards breakdown I used to judge Copper:

• Value: Weighted 25% of the full rating.
• Core options: Weighted 25% of the full rating.
• Customizations: Weighted 15% of the full rating.
• Integrations: Weighted 15% of the full rating.
• Ease of use: Weighted 10% of the full rating.
• Buyer assist: Weighted 10% of the full rating.

Ceaselessly requested questions (FAQs)

What’s Copper CRM used for?

Copper is used as a CRM answer for enterprise to handle ongoing prospects, initiatives, and offers. With a mixture of gross sales and advertising and marketing instruments, customers can discover prospects and information them by means of their shopping for course of inside one software program. It additionally gives performance for particular markets and enterprise sorts like businesses, consulting, monetary providers, development, know-how, and actual property.

Does Copper CRM observe emails?

With Copper’s Gmail integrations, customers can create, ship, and observe emails to prospects. Some common e-mail administration options Copper gives embrace sending bulk emails, e-mail sequences, and e-mail templates, all to assist construct efficient e-mail campaigns.

Does Copper CRM have an app?

Copper does have a cell app that’s out there on each the Apple App Retailer and Google Play. Customers can entry all lead information, exercise historical past, and routinely log calls and texts. The cell app additionally reveals full pipelines to kind, filter, and observe updates in actual time. Customers also can take audio notes shortly, and on the go.

How a lot does Copper CRM value?

Copper CRM pricing begins at $9 per person, per thirty days when billed yearly, or $12 per person, per thirty days when billed month-to-month. There’s a low cost utilized whenever you pay yearly with a contact. This Starter tier features a restrict of 1,000 contacts, the essential productiveness options, and information importing and exporting. If your enterprise wants extra superior performance, there are larger paid tiers that supply that entry. Copper gives a dwell chat characteristic to assist companies decide which tier works greatest for his or her wants.