Copper CRM, designed specifically for Google Workspace users, simplifies managing leads, sales, and customer relationships. As of 2024, Copper is trusted by over 30,000 businesses and offers robust features like automated contact management, task automation, and customizable pipelines. With its seamless G Suite integration, Copper increases sales efficiency by 18%, saving users an average of 8 hours per week. It’s a go-to for small and medium-sized businesses looking for an intuitive, cloud-based CRM solution.
- Google Workspace Integration: Syncs automatically with Gmail, Calendar, and Google Drive, saving time and effort on data entry.
- Task Automation: Automates up to 80% of manual tasks, allowing sales teams to focus on closing deals.
- Customizable Pipelines: Tailor workflows for your specific business needs with customizable sales pipelines.
- Sales Analytics: Provides real-time insights into sales performance, helping teams forecast more accurately.
- Collaboration Tools: Share contacts and updates seamlessly across teams, enhancing collaboration.
| Pros | Cons |
|---|---|
| ✅ Excellent integration with Google Workspace | ❌ Limited customization for advanced users |
| ✅ Easy to use and intuitive interface | ❌ Reporting features need improvement |
| ✅ Saves significant time with automation | ❌ Email tracking is basic and could be enhanced |
| ✅ Reliable customer support | ❌ Higher pricing for advanced features |
| Plan | Features | Price |
|---|---|---|
| Basic | Includes core CRM features, G Suite integration | $25 per user/month |
| Professional | Advanced reporting, automation, and lead management | $59 per user/month |
| Business | Full suite of features, premium support, and integrations | $199 per user/month |
Who is Copper For?
Copper CRM is ideal for small to medium-sized businesses, especially those heavily integrated into the Google Workspace ecosystem. It caters to industries such as real estate, consulting, and SaaS companies, helping sales teams manage leads, track interactions, and automate routine tasks. Copper is particularly useful for businesses that need seamless synchronization with Gmail and Google Calendar, offering automation tools that save time and reduce errors in data entry.
How to Set Up Copper CRM
- Sign Up: Start with a free trial by visiting the Copper website and creating an account.
- Google Workspace Integration: Connect your Gmail, Calendar, and Drive accounts during setup for seamless syncing.
- Customize Pipelines: Tailor your sales pipelines to suit your business’s unique sales cycle.
- Add Team Members: Invite your sales team to collaborate by assigning tasks and sharing customer data.
- Set Up Automations: Configure task and email automations to reduce manual workloads.
- Monitor Analytics: Use built-in dashboards to track your sales performance and forecast future revenue.
FAQs on Copper CRM
- Does Copper offer a free trial? Yes, Copper provides a 14-day free trial for new users.
- Is Copper CRM only for Google users? While Copper is optimized for Google Workspace, it can still be used independently with limited functionality.
- Can Copper handle complex workflows? Copper’s customizable pipelines allow for moderate complexity but may not suit businesses needing highly advanced workflows.
- Is there a mobile app? Yes, Copper offers both iOS and Android apps to manage your CRM on the go.
- What type of customer support does Copper provide? Copper offers 24/7 live chat support, along with email and phone assistance.
Copper CRM’s seamless integration with Google Workspace makes it a time-saving, efficient CRM choice for businesses looking to boost their sales and manage customer relationships effectively. While it offers many valuable features, some areas, such as email tracking and reporting, may require improvements depending on user needs.