Copper CRM

from $25/month Get Free Trial

Our Copper CRM evaluation will assist readers perceive why it’s thought to be top-of-the-line enterprise instruments. This software evaluation covers key options, pricing plans, integrations, specs, and so forth. Proceed studying to study extra!


What’s Copper?

Copper is an easy-to-use CRM software designed for small firms who need to scale their enterprise. The software allows customers to construct and keep real enterprise relationships. 

Copper is a cloud-based CRM resolution that streamlines gross sales operations and reinforces advertising actions. The platform is broadly utilized by reputed market gamers from around the globe as a result of its strong options and ease of use. 

With Copper, companies can improve buyer engagement and the general impression of their advertising efforts. The platform is an ideal mix of collaboration, productiveness, and analytics instruments.  Customers can enhance productiveness by automating redundant, time-consuming, and mundane duties. 

At current, over 25,000 firms use and belief Copper as it may be applied with minimal data switch. 


Vendor Particulars


Copper Vital Options

Gross sales Administration

  • Lead administration

The platform simplifies your complete technique of capturing leads and managing them. Its highly effective lead technology and lead administration instruments permit customers to seize, nurture, and forge relationships with new leads and convert them into prospects. 

  • Lead technology

Copper’s highly effective options empower companies to prepare the way by which they seize new leads. The improved lead engagement course of ensures that customers can push new leads down the gross sales pipeline at a quicker tempo. 

The software’s glorious integrations permit customers to seize leads which can be generated by way of social media and create leads from varieties.

  • Lead monitoring

The lead monitoring options be sure that customers don’t make investments lots of time monitoring and managing prospects and primarily concentrate on changing them into prospects. 

Copper acts like a private assistant whereas monitoring and managing leads. The true-time alerts ensure that customers religiously comply with up with sizzling leads. 

  • Gross sales administration

Gross sales administration options empower customers to enhance productiveness, decrease repetitive duties, and optimize their workflows. The visible gross sales pipeline allows gross sales representatives to handle and monitor new alternatives with ease. 

  • Gross sales analytics

Copper provides a bunch of strong gross sales analytics instruments as a result of which the gross sales workforce doesn’t need to spend lengthy hours whereas calculating the income generated over a sure time interval.  

The software generated visually interesting studies and dashboards that present a complete view of the efficiency of each gross sales exercise. 

Gross sales administration options overview:

  • Alternative administration
  • Gross sales course of administration
  • Gross sales funnel administration
  • Gross sales workflow
  • Inside gross sales
  • Gross sales monitoring

  • Gross sales forecasting
  • Gross sales analytics
  • Pipeline administration
  • Pipeline reporting
  • Pipeline evaluation
  • Aim monitoring

Account & contact administration

  • Contact kind

This function can be utilized to enhance administration and engagement with present contacts by segmenting them based mostly on totally different parameters. 

  • Contact administration

As Copper is built-in into G Suite, leads and prospects could be synced between all instruments used. With this, customers can dispose of handbook information entry, save time, and concentrate on different vital duties. 

Account & contact administration options overview:

  • Account administration
  • Auto-enrich profiles
  • Favourite function
  • Tag function

Electronic mail, activity & calendar administration

  • Electronic mail open monitoring

Since Copper could be built-in with Gmail, it retains monitor of e-mail exercise. The sensible email-tracking software notifies customers when potential leads open and have interaction with their emails. This makes it simpler to establish the proper time and topic they will use to comply with up. 

  • Electronic mail templates

As a substitute of losing time writing repetitive emails, customers can flip to Copper’s pre-built e-mail templates to avoid wasting time. 

  • Job administration

The duty administration function ensures that customers can preserve monitor of pending, ongoing, and accomplished duties. The software permits customers to create one-off reminders after the primary assembly or set recurring reminders for duties wherever relevant. 

Electronic mail, activity & calendar administration options overview:

  • Computerized e-mail seize
  • Bulk e-mail
  • Calendar administration

Collaboration & automation

  • Workflow automation

Promoting isn’t an easy job and entails a spread of duties and actions which can be crucial to shut a deal. The workflow automation instruments streamline and standardize these duties to drive productiveness and save time. 

  • Challenge administration

Copper takes challenge administration to a brand new stage by enabling spotless handoffs and workforce collaboration. Apart from, it provides a spread of versatile, Kanban-style challenge boards that may be customized and built-in with G Suite. 

Collaboration & automation options overview:

  • Exercise feed
  • Computerized information seize
  • Cell apps
  • @point out

Copper CRM Value

Copper provides three most important pricing plans, Fundamental, Skilled, and Enterprise. Customers can get a 14-day free trial with out coming into bank card particulars. 

Fundamental

  • Value: $25 per consumer/month (billed yearly)

Skilled (hottest plan)

  • Value: $59 per consumer/month (billed yearly)

Enterprise

  • Value: $119 per consumer/month (billed yearly)

Copper Execs and Cons


PROS:
  • G Suite integration
  • Gross sales automation
  • Cell CRM
  • Highly effective set of options
  • Job notifications
  • Importing new contacts may be very straightforward
  • Response time from help executives
  • Ease of use
  • Pipeline administration

CONS:
  • No webhook receiver URLs
  • Very restricted customized subject choices and e-mail monitoring options within the Fundamental plan
  • The Google Chrome plugin isn’t up to speed
  • Analytics and reporting can require extra work
  • The cancellation coverage isn’t clear
  • Native integrations
  • Customers need to submit tickets for assist
  • Doesn’t supply video coaching


Copper CRM Integrations

  • Reply
  • Zapier
  • Trello
  • Dropbox
  • Google Apps
  • PandaDoc
  • Information Studio
  • Hangouts
  • Asana


Copper Specs

Free Trial – Sure

Free Model – No

Deployment

  • Cloud-hosted
  • Open API

Units supported

  • Home windows
  • Linux
  • Android
  • iPhone/iPad
  • Mac
  • Net-based

Coaching

  • In-person
  • Dwell on-line
  • Webinars
  • Documentation

Typical prospects

  • Small-sized companies
  • Medium-sized companies

Copper CRM value

  • Fundamental: $25 per consumer/month
  • Skilled: $59 per consumer/month
  • Enterprise: $199 per consumer/month

Languages supported

  • English

Copper help

  • Electronic mail
  • FAQs
  • Information base
  • Cellphone help
  • 24/7 (reside rep)
  • Chat

Copper Options


Free Trial
Supported Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Deployment
Cloud Hosted
Cloud, SaaS, Web
Mobile – Android Native
Mobile – iOS Native
On Premise
Open API
Language Support
English
Hindi
Spanish
French
Russian
Italian
Dutch
Danish
Polish
Turkish
Swedish
Pricing Model
Monthly payment
Annual Subscription
Quote-based
Training
Documentation
Webinars
In Person
Live Online
Customer Types
Small Business
Large Corporations
Freelancers
Medium Business
Support
24/7 (Live Rep)
Email
FAQs
Knowledge Base
Phone support
Chat support
Features
Email Marketing
Landing Pages
Marketing Automation
Webinars
CRM
Autoresponders
Automation
Workflow builder
Customizations
Integration
Integration
8.8 Total Score

Design
8.5
Usability
9
Support
8.5
Price
9
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Karandeep V

Karandeep V

Karandeep was born in Pune, Maharashtra, an upcoming metropolitan city in the Western region of India. While most members of his family are engineers, he had different ideas. He was more inclined toward exploring the non-technical aspects of a business, which is why he studied Bachelors of Business Administration at Symbiosis International University, Pune.  Having said that, his love for new and upcoming technologies remained intact, which is why he has written extensively about technology throughout his career. After a brief stint with a gaming company at the beginning of his career, he discovered that his love for writing was not temporary.  Being a tech geek, he always liked installing and playing around with new applications on his mobile devices and the home desktop. He was fascinated by how technology can simplify even the most mundane and complex tasks with just a few commands. He keeps a close eye on how businesses use different tools to streamline their operations to boost productivity and efficiency. At ToolsMetric, he writes product reviews that cover the main features and specifications of different enterprise applications. The sheer amount of innovation and hard work that goes into building these tech solutions is one of the reasons why Karandeep loves reviewing these tools. Besides product reviews, he also writes interesting news articles and blogs that track the latest developments in the tech industry.  When he is not writing, you can find him rooted to his seat playing video games, watching movies, or supporting his favorite football team. Since his childhood, he has always loved to travel and explore new places. Traveling is a major part of his life due to a myriad of reasons such as experiencing new cultures, food, and traditions. His other hobbies include playing football, cooking, and running.  You can find him on LinkedIn here.

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