Copper review

If you already use Google Suite, Copper is a tool that is easy to integrate and easy to use. However, the functions, support and transparency need improvement.

Features

  • Integration APIs
  • Goal tracking
  • Activity reporting

Support

  • Phone support

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Rating

Features
9.1/10
Usability
9.0/10
Target Groups and Data Security
9.2/10
Conditions and Service
9.1/10
Overall evaluation
9.1/10
Pros
  • Automatic creation of leads
  • Excellent Usability
  • Individually customizable reports
Cons
  • Security concerns because of direct connection to Google
  • Rigid package model
  • Slim support offer

Features

Copper offers a wide range of functions. A VoIP call function is integrated. The system automatically records incoming or outgoing calls and stores the action as information in the contact's timeline. It is also possible to save and automatically send personalized e-mail templates. Based on the analysis of historical data, offer data, automatic activity analysis of employees and projected goals and targets, the system generates sales forecasts.

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.

Usability

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

Copper CRM is available in three package sizes with different features. The smaller packages are limited in terms of certain functions, such as the number of storable templates. Only the Business package offers the full range of functions, whereby the storage space is limited to 500 gigabytes and the number of contacts you can create is limited to 500.000. The fixed package model does not allow customers to put together an individual function package as required.

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.

Pricing:

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

Summary

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.

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