Copper CRM
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
- Firm: Copper CRM, Inc.
- Web site: https://www.copper.com/
- Based in 2013
- Nation of origin: United States of America
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
- 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
- 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
- Quickbooks
- Hubspot
- Slack
- Xero
- RingCentral
- DocuSign
- Zendesk
- Mailchimp
- PersistlQ
- Outfunnel
- 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
- Salesforce Necessities
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- Leadfeeder
- Sugar CRM