Copper CRM – Customer Relationship Management tool
Copper CRM is a cloud-based customer relationship management tool that streamlines sales and productivity.
Copper CRM offers seamless integration with Google Workspace and prioritizes user-friendliness with simple and easy-to-use features. It’s intuitive user interface and affordable pricing plans make it an ideal choice for small and medium-sized businesses looking for an effective CRM solution.
Key Features
- Contact Management – Copper provides a centralized platform to manage all your customer interactions, including contact information, emails, calls, and notes. You can also track and prioritize deals, leads, and opportunities.
- Sales Pipeline Management – Copper’s visual pipeline allows you to track deals, manage your sales pipeline, and close deals faster
- Task Management – Copper helps you manage your daily tasks, including follow-ups, appointments, and deadlines, with customizable to-do lists and reminders.
- Reporting and Analytics – Copper provides detailed reports and analytics to help you track your sales performance, pipeline progress, and team productivity.
- Integrations – Copper integrates with a variety of third-party tools, including G Suite, Slack, and Zapier, allowing you to streamline your workflows and automate repetitive tasks.
- Mobile App – With Copper’s mobile app, you can manage your contacts, tasks, and deals on the go, and receive real-time notifications of key events.
- Collaboration – Copper allows you to collaborate with team members and share important information, such as contacts, emails, and notes, to improve team productivity and efficiency.
- Security & Privacy – Copper CRM provides bank-level security to protect sensitive business data and offers features like two-factor authentication, access controls, and audit logs to ensure data security and privacy.
Pros and Cons
- Positives
- Seamless integration with G Suite and other productivity tools.
- Access and update information from anywhere through cloud-based storage
- Automatic data capture and organization, reducing manual data entry
- Strong focus on lead and opportunity management.
- Mobile app for on-the-go access
- Customizable and automated workflows
- Efficient project management and collaboration features.
- Negatives
- Lack of features for email marketing and automation.
- Limited mobile app functionality compared to other CRM tools.
- No Free Plan for new users
- No built-in project management features.
FAQs
1. What is Copper CRM?
Copper CRM is a customer relationship management (CRM) software designed for businesses to manage and organize their customer interactions, sales activities, and relationships in a centralized platform.
2. How does Copper CRM work?
Copper CRM streamlines customer interactions by providing tools to track leads, manage deals, automate tasks, and collaborate with team members. It helps businesses build and nurture strong customer relationships.
3. What features does Copper CRM offer?
Copper CRM offers features like contact management, lead tracking, sales pipeline management, email integration, task automation, reporting, and integrations with other business tools.
4. Is Copper CRM suitable for small businesses?
Yes, Copper CRM is often used by small and medium-sized businesses (SMBs) as it provides a user-friendly interface and tools to manage sales processes and customer interactions effectively.
5. What are some alternatives to Copper CRM?
Some alternatives to Copper CRM include HubSpot CRM, Salesforce, Pipedrive, Zoho CRM, and Freshsales. These CRM platforms offer similar functionalities for managing customer relationships, sales processes, and business interactions.
Basic plan:
- Price: $23/user/month (billed annually) or $29/user/month (billed monthly)
- Features:
- 2500 contact limit
- Basic lead and opportunity management
- Basic project management
- Basic integrations (G Suite, Office 365, Mailchimp, and more)
- 24/7 email and chat support
Professional plan:
- Price: $49/user/month (billed annually) or $69/user/month (billed monthly)
- Features:
- All features in the Basic Plan +15000 contact limit
- Advanced lead and opportunity management
- Advanced project management
- Advanced integrations (Slack, QuickBooks, Xero, and more)
- Automated follow-ups and tasks
- Phone support during business hours
Business plan:
- Price: $99/user/month (billed annually) or $134/user/month (billed monthly)
- Features:
- All features in the Professional Plan + unlimited contacts
- Advanced reporting and forecasting
- Advanced security and admin controls
- Advanced integrations (Salesforce, HubSpot, Zapier, and more)
- API access for custom integrations
- Phone support 24/7
All of these plans offer a 14-day free trial for users to try all their premium features and then commit to suitable plan of their choice.
For more detailed info on pricing plans and features, visit their Website Copper/pricing
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