Copper is a CRM answer this is highest really useful for companies that use Google Workspace, without reference to corporate dimension. Copper customers can sync touch knowledge, emails, scheduled conferences, recordsdata, and extra with this tough integration. There also are equipment that prioritize inside collaboration and strategic making plans to lend a hand construct out after which arrange all of the buyer adventure.

Copper’s pricing

• Free trial: 14 days.
• Starter: $9 in keeping with seat, monthly when billed yearly. $12 in keeping with seat, monthly when billed per thirty days.
• Basic: $23 in keeping with seat, monthly when billed yearly. $29 in keeping with seat, monthly when billed per thirty days.
• Professional: $59 in keeping with seat, monthly when billed yearly. $69 in keeping with seat, monthly when billed per thirty days.
• Business: $99 in keeping with seat, monthly when billed yearly. $134 in keeping with seat, monthly when billed per thirty days.

Copper’s key options

Google Workspace integration

Copper gives seamless integration with all of the Google Workspace suite, together with Gmail, Google Contacts, Google Calendar, Google Drive, and Google Sheets. Users can observe electronic mail conversations, find paperwork, and upload leads with no need to modify between device. This is perfect for companies that already use any of those equipment and are available in the market for a contemporary CRM that may combine with them.

Custom workflows

The workflow function permits companies to customise pipelines and dashboards that sync all shopper knowledge, duties, or recordsdata. Copper customers cannot most effective construct out those workflows and dashboards for gross sales, but in addition for particular initiatives, buyer strengthen, or even inside onboarding. These workflows can also be controlled with a easy drag-and-drop slider that strikes playing cards to the following level.

Contact database

Copper’s touch control function organizes all emails, calls, recordsdata, and notes related to a lead within the database. It gets rid of guide information access by way of including fresh electronic mail contacts from reps, and mechanically pulls in main points like telephone numbers, electronic mail addresses, and social media. Within this database, customers can tag, filter out, and kind leads after which save lists of contacts by way of kind.

Email advertising equipment

Copper gives a set of selling equipment, many to be had inside the Google integration. Businesses can reinforce their purchasers’ enjoy with efficient, personalised, and centered verbal exchange. Users can create customized electronic mail templates, have interaction with possible leads, and advertise new products and services and merchandise to present shoppers. With the e-mail series and drip marketing campaign supervisor, reps can without difficulty cause automatic nurture sequences to interact with purchasers.

Copper execs

• 14-day loose trial.
• Live chat, lend a hand heart, and extra strengthen to be had for all paid tiers.
• Affordable paid tiers for small companies.

Copper cons

• Limited contacts till the Business tier.
• No free-for-life model of the instrument.
• Real customers document a finding out curve when imposing the device.

Alternatives to Copper

HubSpot

HubSpot gives a well-liked CRM device in addition to a set of selling and repair platforms. The loose model of the HubSpot CRM comes with a mixture of advertising and gross sales equipment equivalent to electronic mail templates, assembly schedulers, and document analytics. HubSpot has the power to strengthen massive enterprises, however the ones paid tiers can also be expensive. I recommend defining what you are promoting objectives, price range, and expected expansion when settling on a CRM answer.

To be informed extra about this selection, take a look at this HubSpot assessment.

Pipedrive

Pipedrive is an operational CRM that makes a speciality of growing manageable pipelines for customers of any technical ability degree to practice leads thru their gross sales procedure. Similar to Copper, Pipedrive gives area of interest trade specialization. If what you are promoting is in tournament control, upper training, or B2B gross sales, I like to recommend Pipedrive for his or her customized options and capability.

Head over to this Pipedrive assessment for extra main points.

monday CRM

Monday CRM is a versatile CRM instrument that comes with AI-powered automations and customized formulation construction. Both monday CRM and Copper be offering powerful undertaking control features with further automations that paintings inside the local dashboard in addition to with integrations. And whilst their top class tiers are similar, monday CRM does infrequently be offering a loose model in their instrument to scholars and nonprofits.

Check out this monday CRM assessment to be informed extra.

Methodology

To assessment Copper, I used our in-house rubric that is composed of standards deemed maximum necessary when reviewing the most productive CRM device. I when put next Copper towards the trade requirements for every standards and subcriteria and referenced Copper’s personal on-line assets in addition to actual consumer comments and rankings.

Here’s the standards breakdown I used to guage Copper:

• Cost: 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.
• Customer strengthen: Weighted 10% of the full rating.

Frequently requested questions (FAQs)

What is Copper CRM used for?

Copper is used as a CRM answer for trade to control ongoing shoppers, initiatives, and offers. With a mixture of gross sales and advertising equipment, customers can to find possibilities and information them thru their purchasing procedure inside one device. It additionally gives capability for particular markets and trade sorts like companies, consulting, monetary products and services, building, generation, and actual property.

Does Copper CRM observe emails?

With Copper’s Gmail integrations, customers can create, ship, and observe emails to shoppers. Some well-liked electronic mail control options Copper gives come with sending bulk emails, electronic mail sequences, and electronic mail templates, all to lend a hand construct efficient electronic mail campaigns.

Does Copper CRM have an app?

Copper does have a cell app this is to be had on each the Apple App Store and Google Play. Users can get right of entry to all lead information, job historical past, and mechanically log calls and texts. The cell app additionally presentations complete pipelines to type, filter out, and observe updates in actual time. Users too can take audio notes briefly, and at the pass.

How a lot does Copper CRM value?

Copper CRM pricing begins at $9 in keeping with consumer, monthly when billed yearly, or $12 in keeping with consumer, monthly when billed per thirty days. There is a bargain implemented while you pay yearly with a touch. This Starter tier features a prohibit of one,000 contacts, the fundamental productiveness options, and information uploading and exporting. If what you are promoting wishes extra complex capability, there are upper paid tiers that supply that get right of entry to. Copper gives a reside chat function to lend a hand companies decide which tier works highest for his or her wishes.

roosho Senior Engineer (Technical Services)

I am Rakib Raihan RooSho, Jack of all IT Trades. You got it right. Good for nothing. I try a lot of things and fail more than that. That's how I learn. Whenever I succeed, I note that in my cookbook. Eventually, that became my blog. 

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