- author: Darren Gordon
Copper CRM, formerly known as ProsperWorks, is a professionally-designed platform that can be used for virtually any industry. It is a highly innovative tool with simplicity at its core and requires no training for new users. It seamlessly integrates with all of the Google Suite products making the transition particularly easy for users of Google Apps. It is most suited for small to mid-sized businesses.
Plans & Pricing
Copper offers a 14-day trial period for new users who would like to confirm its suitability for their business before committing to a package. The registration process for the trial period does not require credit card information, making it highly convenient. You can try out your free trial on any of the packages. There are three pricing packages for different enterprise user needs:
The Basic Package costs $19/month per user (billed annually) and can handle a maximum of 5 users. It offers integrations with Google Apps and has a Chrome extension. With the Basic package, you get report features and integrations with other software. It has up to 2GB storage capacity and can hold 5 customized fields and 30,000 records. It also offers sales forecasts and online support options.
The Professional Package costs $49/month per user (billed annually) and has no limit on the number of users you can add. In addition to the features in the Basic plan, this package also offers:
- Automation of tasks
- Integration with MailChimp
- Tracks opened emails
- 200GB storage capacity, 25 customized fields, and up to 100,000 records
The Business package costs $119/month per user (billed annually) and also has no limit on the number of users that can use it. In addition to the features in the other packages, this plan also offers:
- 500GB storage capacity, 100 customized fields, and up to 500,000 records
- Training facilities and phone support
In comparison to the competition, Copper pricing is somewhat steep. However, the convenience it offers in terms of compatibility and ease of use will justify the pricing for most companies, and it certainly provides significant value for money.
Features and Functionality
Integration with G Suite
The platform’s design closely resembles that of Gmail, offering a familiar interface for new users. Furthermore, it integrates easily with your calendar, Gmail inbox, Google Docs, slides, and sheets and also creates a database for all contacts. This makes it easy to follow up on leads and cuts the chance of user error. It also makes it easy to generate reports and assess your team’s performance.
Copper CRM makes it easy to set targets for employees and analyze performance over different time periods. Clear records of performance make it easy to understand where employees are having trouble and reward those who are thriving. It also allows for the prioritization of important tasks right from the pursuit of leads to scheduled events and meetings.
The Copper platform is not limited to Google App users. It also works with MailChimp, RingCentral, Dropbox, and Slack, and in case you want to build additional integrations, Zapier makes this possible. Alternatively, companies with larger software networks can utilize the provided API to link existing systems. This is slightly more complicated but can be achieved with help from Support.
The platform is fully cloud-hosted which means that there are no cumbersome installation process or maintenance costs. The system is optimized for use on mobile platforms and can therefore be deployed on any device of your choice. It works on Windows operating systems, Android, Mac, and Linux and can also be installed on-premise or Open API if desired.
After setting up a user account with Copper, you can access the CRM either through your Gmail address or any browser of choice. If you choose to access it through Gmail, it appears as a sidebar and can be hidden from view. Your very first log in into the platform will trigger a series of pop-up messages to help you get acquainted with the system. It is rather intuitive and easy-to-follow and speeds up the onboarding process.
Ease of Use
If your team already uses the Google Suite of products then transitioning to Copper will be a piece of cake. Even for those unfamiliar with the Google interface, the system is intuitive and does not have a steep learning curve. The dashboard on the web app has a “Get Started” section that acquaints new users with features that they will use often. There is also the option to have custom onboarding for a fee, in order to set up, customize, and train employees.
Contacts & Users
The system operates on two different levels. The Gmail user interface is mostly meant for contact management while the web application allows for lead management and sales pipeline. On the Gmail UI, you can choose to add your contacts either to the Leads or People lists in order to distinguish them. The platform will then automatically collect all the information available on the leads to help you decide whether to pursue them or not.
The lead management option is by default turned ‘off ‘and has to be activated to be used. Its activation makes it possible to create new leads and pursue them to nurture new customers. You can either add the leads manually or import them from any type of software that integrates. It is possible to customize lead status to help you better nurture leads. You can also set up triggers that will automatically generate new tasks and assign them to team members.
Additionally, the tool allows you to add contacts from incoming calls to your Leads list. Every entry on the list has a ‘Convert’ button. All leads that successfully convert are automatically moved to the sales pipeline. These are found in the Opportunities tab. The sales pipeline contains a progress report to provide an overview of things for every entry.
For Professional plan users, you can create periodic triggers that will automatically remind a specified lead owner to check on inactive leads.
Reporting & Integrations
To help you understand your performance, Copper generates reports showing the number of leads from every user and their successful conversion scores. It also has reports that help you track revenue, individual sales, and missed opportunities. Integrating with other tools like Zapier or MailChimp will offer even more automation options and reports.
Pros & Cons
- Easy-to-use interface
- Easy integration with Google Suite application
- Basic reporting options for all packages
- 14-day free trial period
- Costly compared to competitors
- Less effective for small companies
Customer support isn’t the greatest and is also dependent on your package. The platform offers email support to all users with a response time of 24 hours. Business plan users, however, have a dedicated support manager assigned to them to handle their queries around the clock over the phone.
24/7 Help & SupportOnline support through ticketing system
Video TutorialsThere are a number of video tutorials on YouTube covering topics like workflow creation, first-time user training, and leads.
FAQThere is a comprehensive Help Center with videos, articles, and more.
Community ForumThere is an active community forum.
BlogThe blog is updated regularly and covers many topics
Copper is a great tool that applies the compatibility and ease of use of Google apps to a handy CRM system. Its seamless integration with Google products makes it highly convenient for teams operating on these platforms. And its Zapier and API integrations ensure that the tool can be used with any organizational system without a hitch. It is easy to access and there’s no need for costly software maintenance.
Copper provides performance reports to help assess individual team members, and allows you to view overall organizational progress at a glance. The lead management options make it easy to nurture prospective customers and turn them into loyal clients with ease. It is a great choice for any mid-size, Google-based business organization.