Copper’s quick infoOur ranking: 3.8 out of 5
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Copper is a CRM resolution that’s finest really helpful for companies that use Google Workspace, no matter firm measurement. 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, monthly when billed yearly. $12 per seat, monthly when billed month-to-month.
- Fundamental: $23 per seat, monthly when billed yearly. $29 per seat, monthly when billed month-to-month.
- Skilled: $59 per seat, monthly when billed yearly. $69 per seat, monthly when billed month-to-month.
- Enterprise: $99 per seat, monthly when billed yearly. $134 per seat, monthly when billed month-to-month.
Copper’s key options
Google Workspace integration
Copper affords seamless integration with the complete Google Workspace suite, together with Gmail, Google Contacts, Google Calendar, Google Drive, and Google Sheets. Customers can monitor electronic mail conversations, find paperwork, and add leads with out having to modify between software program. That is perfect 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 consumer data, duties, or recordsdata. Copper customers can’t solely construct out these workflows and dashboards for gross sales, but additionally for particular tasks, buyer assist, and even inner onboarding. These workflows could be managed with a easy drag-and-drop slider that strikes playing cards to the following stage.
Contact database
Copper’s contact administration function organizes all emails, calls, recordsdata, and notes related to a lead within the database. It eliminates handbook information entry by including latest electronic mail contacts from reps, and mechanically pulls in particulars like cellphone numbers, electronic mail addresses, and social media. Inside this database, customers can tag, filter, and kind leads after which save lists of contacts by sort.
E-mail advertising instruments
Copper affords a collection of selling instruments, many obtainable throughout the Google integration. Companies can enhance their shoppers’ expertise with efficient, personalised, and focused communication. Customers can create customized electronic mail templates, have interaction with potential leads, and promote new providers 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 heart, and extra assist obtainable for all paid tiers.
- Inexpensive 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, monthly | Free beginning worth | $14 per person, monthly | $12 per person, monthly |
| 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 affords a preferred CRM software program in addition to a collection of selling and repair platforms. The free model of the HubSpot CRM comes with a mixture of advertising and gross sales instruments similar to electronic mail templates, assembly schedulers, and report analytics. HubSpot has the power to assist massive enterprises, however these paid tiers could be expensive. I recommend defining your enterprise targets, price range, and anticipated progress when choosing a CRM resolution.
To be taught extra about this different, take a look at this HubSpot evaluate.
Pipedrive
Pipedrive is an operational CRM that focuses on creating manageable pipelines for customers of any technical talent stage to observe leads by way of their gross sales course of. Much like Copper, Pipedrive affords 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 evaluate 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 supply sturdy undertaking 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 software to college students and nonprofits.
Take a look at this monday CRM evaluate to be taught extra.
Methodology
To guage Copper, I used our in-house rubric that consists of standards deemed most vital when reviewing one of the best CRM software program. I in contrast Copper in opposition to 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 factors breakdown I used to guage Copper:
- Price: 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.
Steadily requested questions (FAQs)
What’s Copper CRM used for?
Copper is used as a CRM resolution for enterprise to handle ongoing clients, tasks, and offers. With a mixture of gross sales and advertising instruments, customers can discover prospects and information them by way of their shopping for course of inside one software program. It additionally affords performance for particular markets and enterprise varieties like businesses, consulting, monetary providers, building, know-how, and actual property.
Does Copper CRM monitor emails?
With Copper’s Gmail integrations, customers can create, ship, and monitor emails to clients. Some fashionable electronic mail administration options Copper affords embrace sending bulk emails, electronic mail sequences, and electronic mail templates, all to assist construct efficient electronic 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 information, exercise historical past, and mechanically log calls and texts. The cellular app additionally reveals full pipelines to type, filter, and monitor updates in actual time. Customers also can take audio notes rapidly, and on the go.
How a lot does Copper CRM price?
Copper CRM pricing begins at $9 per person, monthly when billed yearly, or $12 per person, monthly 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 essential productiveness options, and information importing and exporting. If your enterprise wants extra superior performance, there are larger paid tiers that provide that entry. Copper affords a dwell chat function to assist companies decide which tier works finest for his or her wants.
