Copper

Copper CRM Review: Effortless CRM for Google Workspace Power Users

As a digital product reviewer, I see countless CRMs that promise to streamline operations. Copper stands out by delivering on a specific promise: seamless integration with Google Workspace. It’s not just another CRM; it’s the CRM built for those who live in Gmail, Google Calendar, and Google Drive.

Features & Benefits:

Copper’s genius lies in its automated data entry. Once connected, it intelligently scans your Gmail interactions and Google Calendar events to create and update contact records and deal stages automatically. This eliminates the most significant CRM pain point: manual data entry.

Key features include:

• Deep Google Integration: View and manage contacts, log emails, and set reminders directly inside Gmail. Every interaction is automatically recorded.
• Visual Pipeline Management: An intuitive Kanban-style board allows you to drag and drop deals through your sales stages, providing clear visibility into your forecast.
• Automated Workflows: Automate repetitive tasks like sending follow-up emails, assigning leads, or updating fields, saving your team hours each week.
• Centralized Customer Insights: Copper aggregates data from emails, meetings, and notes into a single, unified customer profile, ensuring your team is always informed.

The primary benefit is a dramatic increase in productivity and adoption. Because it works where your team already works, there’s no need to switch between tabs or learn a complex new system.

Pricing:

Copper offers a transparent three-tier pricing structure:

• Basic: $29/user/month (billed annually) - Core CRM features, pipeline management, and essential integrations.
• Professional: $69/user/month (billed annually) - Adds workflow automation, advanced reporting, and custom email templates.
• Business: $134/user/month (billed annually) - Includes lead and deal scoring, advanced analytics, and API access for deeper customizations.

A 14-day free trial is available with no credit card required.

Customer Support:

Support is tiered with your plan. All users get access to a comprehensive help center and email support. Phone and priority support are reserved for Professional and Business tiers. Users generally report responsive and helpful support, especially for higher-tier plans.

Verdict:

Copper is a top-tier choice for businesses entrenched in the Google ecosystem. If your team relies on Gmail and values a frictionless, automated CRM experience, Copper is arguably the best investment you can make to enhance productivity and drive sales.