- Automatic creation of leads
- Excellent Usability
- Individually customizable reports
- Security concerns because of direct connection to Google
- Rigid package model
- Slim support offer
To motivate sales teams, the analysis tools provide a competitive view so that employees can measure each other in terms of sales, scheduled customer calls, number and duration of phone calls and e-mails sent.
Unfortunately, Copper does not provide the functions of a social CRM or comfort features such as automatic call recording, logging or lead evaluation. So, in terms of the range of functions, there is still plenty of room for improvement.
Copper is a CRM developed especially for Google. Consequently, it merges with the Google Suite into one system. Google Docs, Sheets, Calendar, Gmail and the chat Hangouts can be used in Copper. Contacts, appointments and reminders are automatically synchronized in this way, the CRM tracks e-mails and automatically adds contacts as leads.
Easy, intuitive usability in all aspects – this is how Copper advertises its CRM on the website. In fact, the user interface is very similar to the other applications of the Google Suite and accordingly similar in its menu navigation and use. Analyses and reports are complete and user-definable in all aspects with the Custom Report Builder which is linked to Google Sheets.
Target Groups and Data Security
Copper operates exclusively in English and is aimed at agencies, consulting service providers, real estate companies, companies in the technology sector and in the financial sector.
The system provides access and editing rights, so that only authorized users have access to customer data. Copper is surprisingly opaque when it comes to data security measures. On the homepage of the provider there’s no information to be found on the subject, and on request in the live chat we also received no information on this important topic.
Conditions and Service
Billing takes place per user and month on a monthly or annual basis. The provider grants prospective customers a non-binding, 14-day test phase of the Business package.
The website offers a comprehensive news blog and an online chat. However, only customers of the business package benefit from the telephone support. There clearly is a need to catch up here.
|Package||Annual billing||Monthly billing|
|Basic||$19 per month||$24 per month|
|Professional||$49 per month||$69 per month|
|Business||$119 per month||$119 per month|
Unfortunately, outstanding usability is not everything. While Copper offers some useful features including fully customizable reports, it clearly lacks some convenience features. The lack of information on data security and a poor customer support also have a negative connotation.