Copper CRM, formerly known as ProsperWorks CRM, is a customer relationship management (CRM) software designed specifically for integration with Google’s line of cloud applications.
Copper CRM features extensive and tight integration with the Google Workspace suite of applications, filling a gap in the CRM market. As the only sales automation solution endorsed by Google, this makes Copper CRM an appealing choice for businesses that are Google workshops.
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Copper CRM is mostly used by small to medium sized businesses of 1–200 employees with up to $50M in revenue. The most common industries that use Copper CRM are computer software and information technology and services. Other industries include marketing and advertising, internet, real estate, education management, financial services, insurance, nonprofit organization management, and higher education.
Businesses that rely on Google cloud applications can benefit from seamless integration with Google’s productivity applications ecosystem. Copper appeals to businesses that want software that is relatively easy to use out of the box, that need multiple pipelines, and that have no need for marketing features with their CRM.
The foundation of Copper CRM’s comparative advantage is its intimate integration with Google applications.
Copper CRM integrates directly into G Suite and displays as a collapsable taskbar on the side of the Gmail application interface. Users are never more than a click away from CRM records.
One of the biggest benefits of this integration is the reduction in manual data entry and administrative tasks for users. Most information can be imported directly from G Suite. Users can see email threads, past interactions, and tasks all in one place.
Copper CRM integrates natively with Google Workspace applications with other integrations available natively and through third-party connectors like Zapier and Piesync.
Another benefit of integration with Google applications is that setup is relatively straightforward compared to many other leading CRMs. Businesses that are looking to hit the ground running with their new CRM or that want to avoid unexpected and costly setup procedures might look to Copper CRM.
User onboarding is also streamlined. Copper CRM’s focus on simplicity and user education reduces onboarding time to days, compared to the weeks or months of other CRMs. With a step-by-step onboarding process; hundreds of guides, videos, and tutorials; and customer support options, new users are guided every step of the way.
Google users will especially find Copper CRM intuitive, as it has the same look, feel, and functionality of other Google applications.
Copper CRM also offers bulk import from other CRMs, setting up new leads from incoming calls, an artificial intelligence (AI) assistant that suggests actions to improve customer engagement and sales, and custom triggers and reminders based on pipeline status.
Business insights are provided to users, including sales intelligence, analytics, and reporting. The reporting process is simple, and customized reports can be built from templates using a drag-and-drop interface.
Copper CRM touts strong security, including backup management and data resiliency systems that are periodically tested by third parties; strict access controls; and strict adherence to all Google Cloud, OAuth, SSO, OpenID, and API best practices.
Copper CRM’s plans and pricing are straightforward and moderate compared to some other leading CRMs. There is a basic plan with up to three users and a professional plan, and a more comprehensive business plan. A 14-day free trial is available for the lowest two service tiers. Subscription requires annual payments.
Copper CRM’s biggest drawback is that while it shines in the Google Workspace ecosystem, it has much less utility outside of it, and businesses can risk vendor lock-in.
The flipside of its streamlined features and interface is that Copper CRM has fewer features than many of its competitors, such as dedicated account managers and click-to-call. Basic features such as certain workflow automations, integrations, custom fields, and reporting are also all missing from its entry-level plan.
Alternatives to Copper CRM target small to medium businesses that seek simple and streamlined features and user interface, easy onboarding, integration with Google Workspace, and that do not need a solution with marketing automation.
Some alternatives include:
The small to medium business market segment represented about 30% to 40% of the CRM market in 2018. Finding an appropriate CRM solution can be challenging for growing companies.
For more background and tools to help with the research and selection of the ideal CRM for your organization’s needs, check out this comprehensive look at CRMs, including user reviews and comparisons of top systems.