Copper Review – Everything You Need To Know

Copper Review – Everything You Need To Know

Copper is a popular customer relationship management (CRM) app.

Today we are going to take a look at its:

  • Features.
  • Integrations.
  • Pricing.

Want to know if Copper is the right solution for your business?

Continue reading…

Copper CRM website homepage.

TL;DR Overview of Copper Review

In a hurry? No worries. Here’s the TL;DR version of our Copper review…

  • Copper is a customer relationship management (CRM) app.
  • The company was founded back in 2013. Since then, it has served 25,000+ businesses by providing them with a CRM solution.
  • It has also raised $90+ million in funding, received prestigious awards, and been featured on major media outlets such as Forbes and TechCrunch.
  • Copper comes equipped with a customer database, drag-and-drop sales pipeline dashboard, and automation features. All that makes it easy to effectively manage various business relationships.
  • There’s also a project management functionality that allows you to manage the project using a Kanban board once you close the deal. 
  • Business analytics functionality enables you to generate reports using the CRM data within minutes and then easily share them with your team. 
  • Copper was built to look and feel exactly like Google Workspace. It is the only Google-recommended Workspace CRM. So if you are using Workspace to run your business, Copper will be easy to integrate into your workflow. 
  • The company takes security and privacy seriously. Not only have they put various cybersecurity measures in place but they also had those controls audited by a third party.
  • Copper has a variety of native integrations with apps such as QuickBooks, MailChimp, Square, and more.

    There’s also a Zapier integration that opens up an additional 3,000+ integrations with popular apps.

    And on top of that, the company has an open API, which means that you can build your own custom integrations.
  • Copper is surprisingly affordable at $25/user/month for the Basic plan, $59/user/month for the Professional plan, and $119/user/month for the Business plan (prices cited apply when billed annually). 
  • There’s a 14-day, no-credit-card-required free trial that allows you to experience the full power of Copper on a Business plan. 
  • Copper is a great CRM for managing your online business but ClickFunnels is what you need if you want to grow that business explosively. It’s what we used to get to $100M+ in annual revenue 😉

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What is Copper?

Copper was founded back in 2013.

Since then, the company has served 25,000+ businesses by providing them with customer relationship management software. Customers include prominent companies such as SoftBank, MailChimp, and Udacity.

It has also raised $90+ million in funding, received several prestigious awards, and been featured in major media outlets such as Forbes and TechCrunch.

With offices in both San Francisco and Toronto, the company remains dedicated to helping their customers build authentic business relationships for life.

As for the software itself, it is a well-thought-out customer relationship management solution. But does it have everything that you need?

We’ll let you decide…

Copper’s Features

Here are some of Copper’s most noteworthy features.

Organize and Manage Contacts

As you would expect from a customer relationship management app, Copper comes equipped with a contact database that allows you to manage all your business contacts in one place.

This would certainly be an improvement over your current process if you don’t have any such system in place yet.

It can save you time on data entry. The app suggests the contacts that you have recently exchanged emails with to be added to the database. It also automatically pulls their details such as email addresses, phone numbers, and even social media handles so you don’t have to type them in yourself.

There’s a filtering function that allows you to filter, sort, and tag contacts by any criteria. It enables you to send targeted communications by industry, geography, company size, and more.

Finally, you can see the entire history of the interactions between you and a particular contact in one place, which is much simpler than having to dig through your emails when you need to check some detail.

Organize and Manage Contacts, Copper feature.

Track Leads

Copper makes it easy to keep track of all your leads in one place.

You can do that using their drag-and-drop sales pipeline dashboard that allows you to visualize the entire sales process.

Also, if you are worried about forgetting to follow up with leads, you will be pleased to learn that there’s a reminder feature that can help you to stay on top of everything.

Moreover, Copper also provides recommendations for the next step that you need to take to move a particular business relationship forward, which serves as another safeguard against your flawed human memory.

Sure, you might forget something. But the app won’t. And it will remind you about it.

Track Leads, Copper feature.

Manage Projects

The company asks:

“Why does CRM have to end with the deal?”

And we certainly agree with them that it doesn’t make sense to have to switch to another tool once the deal is closed.

As a solution to this problem, they offer project management functionality that revolves around Kanban-style project boards that are fully customizable.

One interesting feature is connecting the work that you do for the clients with the overall business metrics by showing revenue for various deals. That could certainly help to keep you motivated!

It’s also worth noting that there’s a Google Workspace integration but we will discuss it separately later on.

Manage Projects, Copper feature.

Automate Tasks

The odds are that a significant percentage of your day-to-day customer relationship management tasks could be automated. Copper can help you do that.

Here are some of the tasks that you can automate using its rules:

  • Updating contact profiles.
  • Changing deal statuses.
  • Sending follow-up emails. 
  • Scheduling meetings.

When viewed individually, each of these tasks doesn’t seem like a big deal, but a few minutes here and a few minutes there can add up to several hours every week.

That’s time that could be spent growing your business. And now you can use automation to reclaim it.

Automate Tasks, Copper feature.

Get Reports

Nowadays everyone talks about the importance of making “data-driven” decisions but that can be easier said than done.

It’s not enough to have data, you also need a way to visualize it. Otherwise, it can be difficult to make sense of it.

Copper’s analytics functionality provides a solution to this problem. You can choose from various templates, customize them to fit the needs of your business, and then generate reports using the CRM data in a matter of minutes.

Moreover, there are also collaboration features that make it easy for you to keep your team updated.

Get Reports, Copper feature.

Google Workspace CRM

Copper claims that its app is the only Google-recommended Workspace CRM.

It was built to look and feel exactly like Workspace apps, so if you are already using Google Workspace, then navigating Copper will be easy.

It works together with Gmail, Calendar, and Drive and has neat features such as syncing with your Google Calendar to automatically add meetings and tasks to it.

This Google Workspace functionality is a distinct advantage that Copper has over other popular CRM solutions, so if you are using Workspace in your business, you should probably check out Copper.

Google Workspace CRM, Copper feature.

Security and Privacy

Your CRM database holds a lot of sensitive information such as customer contacts, email exchanges, payment history, and so on.

That’s why it’s so important to choose a solution that not only has the features that you need but is also secure.

Copper takes security and privacy seriously, which is why they have not only put cybersecurity measures in place but have also had their system audited by an independent auditing firm called The Service Organization Control.

This is important because it means that you don’t have to just take the company’s word when it comes to their security practices. They have been evaluated by a third party.

Security and Privacy, Copper feature.

Library

Copper has a resource library that offers various books, guides, videos, tools, and templates that can help you succeed in business.

There’s also a collection of customer stories that explain how various companies use the company’s software.

Library, Copper feature.

Community

Copper Community is an online forum hosted on the company’s website where their customers can interact with and help each other.

At the time of writing, it has 123 topics, 229 replies, and 387 members. This isn’t a lot considering that the company has served 25,000+ businesses since its inception.

However, we aren’t sure when Copper launched this forum, so it may be that it simply hasn’t had time to gain momentum.

Moreover, despite a seemingly small number of members, it appears to be quite active, with the most recent response having been posted four hours ago.

We hope that Copper will invest in growing this community because it certainly has potential.

Community, Copper feature.

Copper’s Integrations

This list is not exhaustive. It simply highlights some of the more noteworthy integrations that Copper offers.

  • LinkedIn integration (professional networking).
  • QuickBooks and Xero integrations (invoicing).
  • Mailchimp integration (email marketing).
  • ZenDesk integration (customer support).
  • Square integration (payments).
Copper’s Integrations, featured integrations.

There’s also a Zapier integration that allows you to connect Copper with more than 3,000 popular web apps (including ClickFunnels!).

Moreover, Copper has an open API that you or your development team can use to connect it with other apps.

It’s probably safe to say that you shouldn’t have a problem integrating this CRM software with other apps that you use to run your online business (especially given the option to build your own custom integrations using the company’s API).

Copper’s Pricing

So how much does Copper cost?

It is actually surprisingly affordable:

  • The Basic plan costs $25/user/month when billed annually, $29/user/month when billed monthly. As the name suggests, it only offers the core functionality with a 3-seat limit and a 2,500 contact limit. However, it does come with full Google Workspace functionality. This option makes the most sense for new businesses that only need basic CRM features. 
  • The Professional plan costs $59/user/month when billed annually. There doesn’t seem to be a monthly billing option available. This plan doesn’t have a seat limit and the contact limit is 15,000. It makes the most sense for growing businesses that need a powerful CRM but not the complexity of Copper’s full functionality. 
  • The Business plan costs $119/user/month when billed annually. There doesn’t seem to be a monthly billing option available. This plan doesn’t have a seat limit nor a lead limit. It also offers the full functionality of Copper which includes the ability to customize the platform according to the needs of your business. This option makes the most sense for established companies that either want to scale or already in the process of scaling.

There’s a free 14-day, no-credit-card-required trial, so there’s no risk in trying the app.

Note that during the trial you will be on the Business plan which allows you to experience the full power of Copper.

Copper’s Case Study & Reviews

We try to be as objective as possible in our software reviews.

That being said, it’s always wise to seek out various opinions when making an important decision, so we want to encourage you to check out other reviews as well.

You can start with this one:

Third-Party Reviews

The Best Copper Alternative

Copper can help you manage your business relationships.

But wouldn’t it be great if you could scale lead generation, close more sales, and increase your revenue… And do it all on autopilot?

That’s where the Value Ladder sales funnel comes in.

Here’s how it looks like:

The Value Ladder graphic.

It has four stages:

  • Bait. You offer the potential customer a lead magnet in exchange for their email address.
  • Frontend. You offer the potential customer your least expensive and least valuable product.
  • Middle. You offer the customer a more expensive and more valuable product.
  • Backend. You offer the customer your most expensive and most valuable product.

Here’s how our co-founder Russel Brunson explains it:

With our software, you can set up this sales funnel, then drive traffic to it to make sales on autopilot.

Everything is fully automated so you can scale your business as quickly as you want.

In fact, Russel used the Value Ladder sales funnel + ClickFunnels software to take ClickFunnels from zero to $10 million in annual revenue in just one year.

That’s what’s possible with this approach. Pretty crazy, right?

Want to grow your business explosively?

Here’s the formula:

Value Ladder sales funnel + ClickFunnels software.

We know it works because that’s how we got to $100+ million in annual revenue.

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Is Copper Right For You?

Copper is a great CRM app.

So if you are looking for a customer relationship management solution, we definitely recommend checking it out.

However, we also want to encourage you to think about how to grow your business explosively. How can you scale it fast?

The answer is simple:

Value Ladder sales funnel + ClickFunnels software.

That is the way to grow your business faster than you ever thought possible. Are you ready for it?

Then don’t hesitate:

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