Revisión de Copper CRM: ¿Análisis en profundidad en 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.

¿Pero está a la altura de las expectativas?

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.

Cobre

Stop wasting 10 hours a week on manual data entry! Copper CRM software automates your sales process and integrates seamlessly with Google Workspace. See Copper CRM pricing and start your free trial today.

Prueba Copper GRATIS

¿Qué es Copper CRM?

Cobre 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.

Cobre 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 automatización 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.
• Seguimiento del sitio web: See which companies are visiting your website and what they’re interested in. This helps you identify potential leads & tailor your sales paso 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.

Mejores características

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 constructor 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.

Precios

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

Here’s a breakdown of their current pricing:

Pros y contras

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

He aquí varios Alternativas al CRM de cobre con una breve descripción de cada uno de ellos:

• AI内容生成非常迅速。: Una plataforma de marketing y ventas todo en uno diseñada para agencias y empresas, que ofrece herramientas completas, como creadores de embudos, marketing por correo electrónico, automatización de SMS y gestión de clientes.
• Pipedrive: A sales-focused CRM known for its intuitive visual sales pipelines, helping teams manage deals and track progress efficiently.
• Compró: Specializes in automation for small businesses, combining CRM functionalities with email marketing and sales pipeline management.
• ActiveCampaign: Una plataforma de automatización de la experiencia del cliente que integra funciones de marketing, ventas y comercio electrónico, lo que permite una comunicación personalizada y flujos de trabajo automatizados.
• HubSpot: Una plataforma ampliamente reconocida que ofrece un conjunto de "hubs" para ventas, marketing, atención al cliente, gestión de contenidos y operaciones, ideal para empresas que buscan soluciones integradas.
• 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.
• Al instante: This company focuses on lead finding and correo electrónico frío outreach, offering customer relationship management, lead tracking, and sales process automation.
• Haga clic hacia arriba: Una plataforma versátil de gestión del trabajo que se puede personalizar para que funcione como un CRM, ofreciendo funciones como la gestión de contactos, vistas del proceso de ventas, integración del correo electrónico y paneles personalizables.
• Monday CRM: A highly customizable platform structured like a spreadsheet, allowing for full-cycle lead management, sales forecasting, email synchronization, and activity tracking.
• Cápsula Gestión de relaciones con los clientes: Un CRM orientado al crecimiento diseñado para la simplicidad, que ayuda a las empresas a gestionar contactos, realizar un seguimiento de las operaciones de venta y mantener relaciones con los clientes con funciones como múltiples canalizaciones y gestión de tareas.
• Con perspicacia: 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: Una opción rentable que ofrece amplias funciones para los equipos de ventas, como comunicación con clientes potenciales, herramientas de conversión, puntuación de clientes potenciales basada en IA y sólidas capacidades de integración.
• 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 ofrece una profunda integración con Google Workspace para agilizar la gestión de las relaciones, mientras que GoHighLevel es una completa plataforma de automatización del marketing con generación avanzada de clientes potenciales.
• CRM de cobre frente a Pipedrive: Copper CRM se destaca en la integración de Google Workspace y la gestión de contactos, mientras que Pipedrive se centra en la gestión visual del flujo de ventas para organizaciones orientadas a las ventas.
• CRM de cobre frente a Keap: Copper CRM proporciona una integración perfecta con Google para un CRM simplificado, mientras que Keap ofrece una sólida automatización de ventas y marketing con amplias funciones.
• CRM de cobre frente a ActiveCampaign: Copper CRM ofrece una integración intuitiva con Google Workspace para gestionar las interacciones con los clientes, mientras que ActiveCampaign se centra en la automatización avanzada del marketing y la segmentación detallada de los clientes.
• CRM de cobre frente a Hubspot: Copper CRM prioriza la integración profunda de Google Workspace y la facilidad de uso, mientras que HubSpot ofrece un conjunto integral de herramientas de marketing, ventas y servicios.
• CRM de cobre frente a Clickfunnels: Copper CRM es un sistema de gestión de relaciones con los clientes, mientras que ClickFunnels es un constructor de embudos de ventas especializado diseñado para generar clientes potenciales y automatizar las ventas.
• CRM de cobre frente a la gente común: Copper CRM ofrece una sólida integración con Google Workspace para la gestión de ventas y contactos, mientras que Folk enfatiza la organización y personalización de contactos simples y colaborativas.
• CRM de cobre frente a Instantly: Copper CRM ofrece una experiencia de CRM completa con integración con Google Workspace, mientras que Instantly es principalmente una herramienta de difusión por correo electrónico para campañas de correo electrónico frío.
• CRM de cobre frente a ClickUp: Copper CRM es un CRM especializado estrechamente integrado con Google Workspace, mientras que ClickUp es una plataforma versátil de gestión del trabajo que incluye funcionalidades de CRM, entre muchas otras.
• CRM de cobre frente a CRM de lunes: Copper CRM ofrece una experiencia de CRM sencilla y centrada en Google, mientras que Monday CRM ofrece flujos de trabajo visuales altamente personalizables y sólidas funciones de gestión de proyectos.
• CRM de cobre frente a CRM de cápsula: Copper CRM ofrece una integración profunda con Google Workspace y sólidas funciones de canal de ventas, mientras que Capsule CRM es un administrador de contactos más simple enfocado en el seguimiento básico de ventas.
• CRM de cobre frente a Insightly: Copper CRM se centra en la integración de Google Workspace y en los canales de ventas intuitivos, mientras que Insightly ofrece un CRM más amplio con gestión de proyectos y automatización avanzada del flujo de trabajo.
• CRM de cobre frente a CRM de Freshsales: Copper CRM ofrece un CRM contextual con canales visuales e integración con Google, mientras que Freshsales CRM ofrece puntuación de clientes potenciales impulsada por IA, análisis avanzados y comunicación integrada.
• CRM de cobre frente a Salesforce: Copper CRM ofrece una solución intuitiva y perfectamente integrada con Google Workspace. Salesforce, a su vez, es un CRM empresarial altamente personalizable y completo con un amplio conjunto de funciones.

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 bandeja de entrada. 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.
• Informes y análisis: 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.

Reflexiones finales

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!

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