Copper CRM – Everything You Need to Know

Copper CRM – Everything You Need to Know

Copper is a niche but powerful CRM that lives entirely inside your Google Workspace. If you’re a Gmail and Google Calendar super-user, Copper CRM is definitely one to consider.

That said, every customer relationship management (CRM) platform has strengths and weaknesses, and Copper is no exception. Knowing the potential pros and cons of the CRM you’re looking to purchase is an essential part of the research process. Read on to learn more about Copper CRM.

Copper CRM features worth noting:

Customizable sales pipelines – Create visual drag-and-drop sales pipelines with as many pipeline stages as you need to represent your sales process.

Workflow automations – Make your sales process more efficient by using workflow automations to change deal stages, schedule follow-up tasks, update contact profiles, and more.

Custom reports – Leverage custom sales reporting and build your own sales reports using Copper data.

Activity insights – Create visibility into your team’s activities across any sales methodology for better transparency and accountability.

Lead scoring – To make the most of your team’s sales skills and optimize lead management, use lead scoring to easily identify the leads that are most likely to convert (requires Business tier).

Email templates – Make your email responses more consistent and improve sales rep efficiency with custom sales email templates.

Merge fields – Help automate sales processes by automatically personalizing emails using merge fields that pull from Copper data.

Email sequence & drip campaigns – Put your follow-up emails on autopilot by enrolling contacts in an email sequence or drip campaign.

Website tracking – Get insight into what your prospects are looking at on your website (Business tier only).

Mobile app – Access all contact activity while on the app. Calls and texts are logged automatically so every interaction is tracked and information is always up to date.

Copper CRM Strengths & Weaknesses

Strengths of Copper CRM:

Seamless Google Workspace integration

Copper was designed for Google Workspace which in addition to Gmail and Calendar includes Google Drive, Google Docs, Google Sheets, and other Google apps. It is unmatched in terms of its integration with Gmail and the rest of the Google ecosystem.

If this is what you value more than anything else, look no further. Copper is the only sales CRM recommended by Google, and they’re a Google-backed company. There’s really no competition when it comes to Google Workplace/G Suite integration.

Copper is a full-scale CRM

At first glance it’s tempting to write it off as a niche Chrome extension, but it has robust functionality and is capable of more than many other standard CRM platforms.

Copper CRM is easy to use and intuitive

CRM software is a critical sales tool for your team, and one of the most important things to look for is the combination of scalability and user experience. In other words, your sales CRM should be easy enough to use that your reps will like it and commit to using it.

Copper may be the easiest CRM solution to get employees to buy into using since it’s a familiar user interface and everything is a click away from their Gmail inbox. Plus, it eliminates manual data entry by automatically populating Google data into its records. Copper doesn’t score as high on scalability, but more on that later.

Weaknesses of Copper CRM:

Not everyone is a Google Workspace super-user

While this isn’t a weakness per se, it’s important to realize that if you’re not really into Google products, Copper CRM probably won’t be a good fit. Copper was created for a niche group of Google Workspace users, and there’s not a lot of value for people outside of that group.

Scalability is an issue for Copper

Copper lacks many of the advanced capabilities you’d find in an enterprise CRM. Unlike the HubSpot Sales CRM which will scale well with your sales team as it grows, if you’re using Copper CRM when it’s time to scale you’ll likely need to find a new CRM software.

While you can use integrations to add in other sales tools you need like calling, quotes and proposals, and in-depth automations, using multiple integrations to fill in for missing features is expensive and quite often a hassle.

Copper CRM pricing is expensive

Copper’s basic plan is extremely limited, so many users need to start with the Professional or Business tier plans. Subscriptions are per person (regardless of roles) so even a small team with just a couple of sales reps, a manager, and an operations rep can end up costing over $500/month when paid monthly. At this price it can be tough to justify Copper’s lack of scalability and enterprise-level tools.

Bottom line:

If you’re a diehard Google Workspace user searching for effective sales solutions and want a solid full-scale CRM inside of your Gmail inbox, Copper is worth considering. While it won’t be enough for those looking for advanced workflow automations or scalability, Copper’s seamless Google Workspace integration and familiar user interface make it a good option for teams that are fully committed to the Google ecosystem.