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

Copper’s quick info Our ranking: 3.8 out of 5 Beginning value: $9 per consumer, per 30 days Key options: Undertaking administration Contact enrichment Workflow automations Google Workspace integration Customized reporting

Copper is a CRM answer that’s greatest advisable for companies that use Google Workspace, no matter firm dimension. Copper customers can sync contact data, emails, scheduled conferences, recordsdata, 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 the complete buyer journey.

Copper’s pricing

• Free trial: 14 days.
• Starter: $9 per seat, per 30 days when billed yearly. $12 per seat, per 30 days when billed month-to-month.
• Fundamental: $23 per seat, per 30 days when billed yearly. $29 per seat, per 30 days when billed month-to-month.
• Skilled: $59 per seat, per 30 days when billed yearly. $69 per seat, per 30 days when billed month-to-month.
• Enterprise: $99 per seat, per 30 days when billed yearly. $134 per seat, per 30 days when billed month-to-month.

Copper’s key options

Google Workspace integration

Copper gives seamless integration with the 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 very best for companies that already use any of those instruments and are out there for a contemporary CRM that may combine with them.

Customized workflows

The workflow function permits companies to customise pipelines and dashboards that sync all shopper data, duties, or recordsdata. Copper customers cannot solely construct out these workflows and dashboards for gross sales, but additionally for particular initiatives, buyer assist, and even inner onboarding. These workflows may be managed with a easy drag-and-drop slider that strikes playing cards to the subsequent stage.

Contact database

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

E mail advertising instruments

Copper gives a set of promoting instruments, many obtainable throughout the Google integration. Companies can enhance their shoppers’ expertise with efficient, customized, and focused communication. Customers can create customized e-mail templates, have interaction with potential leads, and promote new companies and merchandise to current clients. With the e-mail sequence and drip marketing campaign supervisor, reps can effortlessly set off automated nurture sequences to have interaction with shoppers.

Copper professionals

• 14-day free trial.
• Reside chat, assist middle, and extra assist obtainable 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 instrument.
• Actual customers report a studying curve when implementing the software program.

Alternate options to Copper

	Copper	HubSpot	Pipedrive	monday CRM
Star ranking	3.8/5	4/5	4.3/5	3.5/5
Beginning value*	$9 per consumer, per 30 days	Free beginning value	$14 per consumer, per 30 days	$12 per consumer, per 30 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 well-liked CRM software program in addition to a set of promoting and repair platforms. The free model of the HubSpot CRM comes with a mixture of advertising and gross sales instruments resembling e-mail templates, assembly schedulers, and report analytics. HubSpot has the flexibility to assist giant enterprises, however these paid tiers may be expensive. I counsel defining your small business objectives, price range, and anticipated progress when choosing a CRM answer.

To be taught extra about this different, take a look at this HubSpot evaluation.

Pipedrive

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

Head over to this Pipedrive evaluation for extra particulars.

monday CRM

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

Try this monday CRM evaluation to be taught extra.

Methodology

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

Right here’s the factors breakdown I used to guage Copper:

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

Ceaselessly requested questions (FAQs)

What’s Copper CRM used for?

Copper is used as a CRM answer for enterprise to handle ongoing clients, initiatives, and offers. With a mixture of gross sales and advertising 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 companies, consulting, monetary companies, development, expertise, and actual property.

Does Copper CRM observe emails?

With Copper’s Gmail integrations, customers can create, ship, and observe emails to clients. Some well-liked e-mail administration options Copper gives embody 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 cellular app that’s obtainable on each the Apple App Retailer and Google Play. Customers can entry all lead knowledge, exercise historical past, and robotically log calls and texts. The cellular app additionally reveals full pipelines to kind, filter, and observe updates in actual time. Customers can even take audio notes shortly, and on the go.

How a lot does Copper CRM price?

Copper CRM pricing begins at $9 per consumer, per 30 days when billed yearly, or $12 per consumer, per 30 days when billed month-to-month. There’s a low cost utilized once you pay yearly with a contact. This Starter tier features a restrict of 1,000 contacts, the fundamental productiveness options, and knowledge importing and exporting. If your small business wants extra superior performance, there are greater paid tiers that provide that entry. Copper gives a stay chat function to assist companies decide which tier works greatest for his or her wants.