Copper is a highly intuitive Customer Relationship Management software application which helps small and medium-sized businesses to manage and organize their contacts. Its automated features help to take a lot of tasks off your plate by cutting down the manual work of adding contacts. Copper is a highly advanced tool that gives solutions ranging from agency, technology, consulting, real estate, small business, mid-market, and enterprise.
Editions and Pricing
The tool is available in three plans:
|Up to three users||Per-user per month||Per-user per month|
- Tracked Emails
- Leads, Sales, Activity, and Goals at single place
- Search Option
- Realtime Reports
Capabilities and supporting set of features
The very first screen that appears when a user logs in the application is the dashboard. It gives direct access to options such as leads, people, companies, opportunities, and projects. The user can also manage his or her tasks, tracked emails, and reports. These can be accessed by clicking on the icons present on the left pane of the screen. The top bar of the dashboard also shows the leads that have been converted, a sales graph for the past 30 days’ activity and goals.
The leads feature lets you keep a record of and manage your business contacts. The details include first name, company name, email, phone number, and owner name. The feature also lets you add more leads by clicking on the “Add New” button present on the top left corner of the window. The added lead lets you add contacts manually, while the import lead feature lets you import contacts from an external source.
Copper lets you add people into the tool as per the requirements. It shows the names of the people with details such as title, company, email, and contact type. You can also see details such as last contacted, interactions, and a number of inactive days. Being a user, you can also add new people to the group by clicking on the “Add New” button on the top bar of the window. This feature lets you add a person manually. You can also import people from external sources.
You can manage business communicate better with the help of Copper. The company option can be accessed by clicking on the icon from the left panel. The window to the left then shows the name of the companies, phone numbers, contact person, website link, and some other details. The “Add New” option from the top left corner of the page. Similar to people, and leads, new entries can be added manually, as well as by importing from an external platform.
Opportunities can be managed with the help of opportunities feature. It shows the entire flow of the opportunities starting from qualified, follow up, presentation, contact sent, and negotiation. The user can add new opportunities by clicking on the “Add New” button on the top bar of the window. The tool also allows you to change views of the opportunities as per your convenience. This can be done by clicking on the view options on the top right corner of the window.
Copper allows you to create new projects and manage them to develop customer relationships. This can be done by clicking on the project’s option from the left pane of the window. The window will show all the projects that are active in a list format. The details shown are name, owner, related to, and modified. You can also add new projects by clicking on the “Add New” button on the top bar of the window.
The application is available on Android as well as iOS platforms.
- Online live chat
- Help Centre
- Product Updates
- Salesforce IQ
- Google Sheets
- HubSpot CRM
- Capsule CRM
Pros and Cons
- Easy integration with Gmail.
- Reminders and notifications make it an excellent tool.
- Easily customizable.
- Lack of webhook receiver URL.
- It is expensive.
- No feature to attach files to emails.
Multiple external integrations make it one of the best performing applications.
For more details, please visit the Copper website.