Copper CRM Review: In-Depth Analysis in 2025?

Tired of juggling spreadsheets & sticky notes to manage your customer relationships?

Copper CRM promises a streamlined solution, especially if you’re a Google Workspace user.

But does it live up to the hype?

In this in-depth analysis, we’ll dissect Copper CRM Review and its features, pricing, and limitations to help you decide if it’s the right fit for your business.

What is Copper CRM?

Copper CRM is a customer relationship management (CRM) tool that lives in your Gmail inbox.

It helps you keep track of all your customers and deals without making you leave Gmail.

Think of it like a helpful sidekick that organizes everything for you.

This sales CRM helps you see every email, meeting, and file connected to a customer.

Copper CRM even has a Chrome extension to make things super easy to use.

It’s a simple way to build better relationships with your customers.

Who Created Copper CRM?

Jon Lee founded Copper CRM.

He wanted to create a CRM that worked seamlessly with Google Workspace.

Launched in 2013, Copper’s vision was to help businesses build better relationships with their customers.

They focus on workflow automation and integrate with popular tools like Google Calendar and Google Docs.

Beyond just sales, Copper aims to be a central hub for all your marketing tools and customer interactions.

Top Benefits of Copper CRM

• Effortless Contact Management: Copper CRM makes it super easy to keep track of all your contacts. You can see every interaction you’ve had with a customer, from emails and meetings to files and notes. This helps you build stronger relationships and never let an important detail slip through the cracks.
• Boost Your Sales Team’s Productivity: Copper CRM helps your sales team work faster and smarter. It automates tasks like data entry and follow-up emails so your team can also focus on what they do best: selling!
• Seamless Google Workspace Integration: If your team lives in Gmail, Google Calendar, and Google Docs, Copper is a perfect fit. It integrates seamlessly with all your favorite Google Workspace apps so that you can manage your entire workflow in one place.
• Website Tracking: See which companies are visiting your website and what they’re interested in. This helps you identify potential leads & tailor your sales pitch accordingly.
• Simple Project Management: Copper CRM even includes basic project management features. You can create tasks, assign them to team members, and track progress – all within the same platform. This keeps your projects organized and on track.

Best Features

Copper CRM offers a range of features designed to streamline your workflow & boost your sales productivity.

Here are some of the standout features that make it a powerful tool for businesses:

1. Automated Tasks

Say goodbye to manual data entry and repetitive tasks! Copper CRM lets you automate various actions, freeing up your time to focus on building relationships and closing deals.

• Automatically create tasks: When a new lead enters your pipeline, Copper can automatically create follow-up tasks, ensuring that nothing slips through the cracks.
• Update records automatically: Keep your data accurate and up-to-date with automatic updates. For example, when a deal progresses to a new stage, Copper can automatically update the related contact records.
• Trigger actions based on events: Set up triggers to automate actions based on specific events, such as sending an email when a lead visits your website or creating a task when a deal is won.

2. Email Templates

Save time and ensure consistency with pre-built email templates.

Copper CRM provides a library of customizable email templates for various scenarios, such as welcome emails, follow-up messages, and meeting confirmations.

You can also make templates to match your specific needs and branding.

• Personalize your outreach: Use to merge tags to personalize your emails with recipient-specific information, such as their name, company, or deal stage.
• Track email performance: See who’s opening and clicking your emails with built-in email tracking. This helps you gauge the effectiveness of your email campaigns and tailor your follow-up accordingly.

3. Create Workflows

Copper CRM’s visual workflow builder makes it easy to automate your sales process.

Create custom workflows to automate tasks, update records, and send emails based on specific triggers.

This helps you streamline your workflow and ensure that every lead is nurtured effectively.

• Visualize your process: Map out your sales process visually and identify areas for improvement.
• Improve your efficiency: Automate repetitive tasks to save time and reduce errors.
• Ensure consistency: Standardize your sales process to ensure that every lead receives the same level of attention.

4. Import Data

Easily import your existing contact data into Copper CRM.

Whether you’re switching from another CRM or starting from scratch, Copper makes it simple to import your data from spreadsheets or other sources.

This ensures a smooth transition & prevents data loss.

• Bulk import contacts: Import large numbers of contacts at once, saving you time and effort.
• Map your data: Match your existing data fields to Copper’s fields to ensure that your data is imported correctly.
• Clean and deduplicate data: Copper can help you identify and merge duplicate records, keeping your data clean and organized.

5. Pipelines

Visualize your sales process and track deals with customizable pipelines.

Copper CRM allows you to create multiple pipelines to represent different sales processes or product lines.

You can easily move deals through different stages, track progress, and identify bottlenecks.

• Customize your stages: Create custom stages that reflect your unique sales process.
• Track deal progress: See where each deal stands at a glance and identify deals that need attention.
• Forecast revenue: Use pipeline data to forecast future income and make informed business decisions.

Pricing

Copper CRM offers a variety of pricing plans to fit different needs and budgets.

Here’s a breakdown of their current pricing:

Plan Name	Price (Billed Annually)	Key Features
Starter	$9/seat/month	1000 contact limit, Google Workspace integration, Forms.
Basic	$23/seat/month	2500 contact limit, Google Workspace integration, Forms.
Professional	$59/seat/month	15,000 contact limit, Google Workspace integration, Forms.
Business	$99/seat/month	Unlimited contact limit, Email series, Custom reports, Mail-currency.

Pros and Cons

It’s important to weigh the good and the bad of any tool before you invest.

Here’s a deeper dive into the strengths and weaknesses of Copper CRM:

Alternatives to Copper CRM

Here are several Copper CRM alternatives with a brief overview of each:

• GoHighLevel: An all-in-one marketing and sales platform designed for agencies and businesses, offering comprehensive tools including funnel builders, email marketing, SMS automation, and client management.
• Pipedrive: A sales-focused CRM known for its intuitive visual sales pipelines, helping teams manage deals and track progress efficiently.
• Keap: Specializes in automation for small businesses, combining CRM functionalities with email marketing and sales pipeline management.
• ActiveCampaign: A customer experience automation platform that integrates marketing, sales, and e-commerce functionalities, allowing for personalized communication and automated workflows.
• HubSpot: A widely recognized platform offering a suite of “hubs” for sales, marketing, customer service, content management, and operations, ideal for businesses seeking integrated solutions.
• ClickFunnels: Primarily a sales funnel and landing page builder, with some lead collection and basic email marketing capabilities, focusing on conversion-driven online campaigns.
• Folk: A simple, integrated, and proactive CRM with features like sales pipelines, email campaigns, contact management, and workflow automation.
• Instantly: This company focuses on lead finding and cold email outreach, offering customer relationship management, lead tracking, and sales process automation.
• ClickUp: A versatile work management platform that can be customized to function as a CRM, offering features like contact management, sales pipeline views, email integration, and customizable dashboards.
• Monday CRM: A highly customizable platform structured like a spreadsheet, allowing for full-cycle lead management, sales forecasting, email synchronization, and activity tracking.
• Capsule CRM: A growth-oriented CRM designed for simplicity, helping businesses manage contacts, track sales deals, and maintain client relationships with features like multiple pipelines and task management.
• Insightly: A CRM suitable for small to mid-sized businesses, offering contact and project management, workflow automation, and robust reporting, along with a user-friendly interface.
• Freshsales CRM: A cost-effective option offering extensive features for sales teams, including lead communication, conversion tools, AI-based lead scoring, and strong integration capabilities.
• Salesforce: A robust, industry-leading CRM platform offering extensive features for sales, marketing, and service, known for its high customizability and scalability for larger enterprises.
• Zendesk: Primarily a customer service and support platform that also offers robust CRM capabilities, providing end-to-end customer interaction management and analytics.

Copper CRM Compared

Here’s a brief comparison of Copper CRM with these software solutions:

• Copper CRM vs Gohighlevel: Copper CRM offers deep integration with Google Workspace for streamlined relationship management, while GoHighLevel is a comprehensive marketing automation platform with advanced lead generation.
• Copper CRM vs Pipedrive: Copper CRM excels in Google Workspace integration and contact management, while Pipedrive focuses on visual sales pipeline management for sales-driven organizations.
• Copper CRM vs Keap: Copper CRM provides seamless Google integration for simplified CRM, whereas Keap offers robust sales and marketing automation with extensive features.
• Copper CRM vs ActiveCampaign: Copper CRM offers intuitive Google Workspace integration for managing customer interactions, while ActiveCampaign focuses on advanced marketing automation and detailed customer segmentation.
• Copper CRM vs Hubspot: Copper CRM prioritizes deep Google Workspace integration and ease of use, whereas HubSpot provides a comprehensive suite of marketing, sales, and service tools.
• Copper CRM vs Clickfunnels: Copper CRM is a customer relationship management system, while ClickFunnels is a specialized sales funnel builder designed to generate leads and automate sales.
• Copper CRM vs Folk: Copper CRM offers strong integration with Google Workspace for sales and contact management, while Folk emphasizes simple, collaborative contact organization and customization.
• Copper CRM vs Instantly: Copper CRM provides a full CRM experience with Google Workspace integration, whereas Instantly is primarily an email outreach tool for cold email campaigns.
• Copper CRM vs ClickUp: Copper CRM is a specialized CRM tightly integrated with Google Workspace, while ClickUp is a versatile work management platform that includes CRM functionalities, among many others.
• Copper CRM vs Monday CRM: Copper CRM provides a simple, Google-centric CRM experience, while Monday CRM offers highly customizable visual workflows and robust project management features.
• Copper CRM vs Capsule CRM: Copper CRM offers deep Google Workspace integration and strong sales pipeline features, while Capsule CRM is a simpler contact manager focused on basic sales tracking.
• Copper CRM vs Insightly: Copper CRM focuses on Google Workspace integration and intuitive sales pipelines, while Insightly offers a broader CRM with project management and advanced workflow automation.
• Copper CRM vs Freshsales CRM: Copper CRM provides contextual CRM with visual pipelines and Google integration, while Freshsales CRM offers AI-powered lead scoring, advanced analytics, and integrated communication.
• Copper CRM vs Salesforce: Copper CRM offers a user-friendly solution tightly integrated with Google Workspace. At the same time, Salesforce is a highly customizable and extensive enterprise-level CRM with a vast feature set.

Personal Experience with Copper

My team recently switched to Copper CRM after struggling with a clunky, outdated system.

We were drawn to Copper’s promise of seamless Google Workspace integration and intuitive interface.

After a few months of using Copper, we’ve seen a significant improvement in our sales process and overall productivity.

Here’s how Copper helped us achieve our goals:

• Improved organization and efficiency: Copper’s centralized platform helped us get rid of messy spreadsheets and scattered communication. All our contact information, deals, and communication history are now in one place, accessible to the entire team. This has significantly reduced time wasted searching for information and improved our overall efficiency.
• Stronger customer relationships: With Copper, we have a complete view of every customer interaction. This allows us to personalize our communication, anticipate needs, and provide better support. The result? Happier customers and increased loyalty.
• Boosted sales performance: Copper’s visual pipelines and automated workflows have streamlined our sales process. We can easily track deals, identify bottlenecks, & ensure that no opportunities slip through the cracks. This has led to a noticeable increase in our sales conversion rates.
• Better collaboration: Copper has improved collaboration within our sales team. Everyone has access to the same information, and we can easily share notes, tasks, and updates. This has fostered a more collaborative and supportive team environment.
• Gmail integration: We love that Copper lives right inside our Gmail inbox. This makes it incredibly easy to manage contacts, track emails, and update deals without switching between applications.
• Automated workflows: We’ve automated several tasks, such as lead nurturing and follow-up emails, freeing up our team to focus on more strategic activities.
• Customizable pipelines: We’ve tailored our sales pipelines to match our specific process, giving us a clear visual overview of our deals and their progress.
• Reporting and analytics: Copper’s reporting features provide valuable insights into our sales performance, helping us identify areas for improvement & track our progress over time.

Overall, our experience with Copper CRM has been extremely positive.

It’s a user-friendly, powerful tool that has helped us streamline our sales process, improve customer relationships, and boost our bottom line.

Final Thoughts

Okay, so we’ve learned a lot about Copper CRM.

It’s really good at making sales easier, especially if you use Gmail and other Google apps.

It’s simple to use and has cool tools to help you work faster. But it can be pricey if you have a big team.

It might be better if you need to change a lot of stuff or make special reports.

Want to see if Copper is a good fit for you? Try it out for free for 14 days!

You can test all the features and see if you like it.

Click here to start your free trial and see how Copper CRM can help you grow your business!

You can also check out their website to learn more and compare plans. Don’t wait; start simplifying your sales today!

Frequently Asked Questions