Features, Sales, Pros and Cons

Regardless of business length, Copper is a CRM solution that is best advised for companies that use Google Workspace. Metal users can sync contact info, letters, scheduled meetings, documents, and more with this strong integration. Additionally, there are tools that help develop out and then manage the entire consumer journey by focusing on domestic cooperation and proper planning.

Steel’s prices

Free test: 14 weeks.
• Starter:$ 9 per chair, per month when billed periodically. $ 12 per seat, per month when billed monthly.
• Basic:$ 23 per chair, per month when billed periodically. $ 29 per seat, per month when billed monthly.
• Professional:$ 59 per seats, per month when billed periodically. $ 69 per seat, per month when billed monthly.
• Company:$ 99 per chair, per month when billed yearly. $ 134 per chair, per month when billed monthly.

Steel’s essential features

Google Workspace inclusion

Metal offers smooth connectivity with the whole Google Workspace collection, including Google, Google Contacts, Google Calendar, Google Drive, and Google Plates. People can monitor message discussions, locate files, and include leads without having to switch between applications. This is a great option for businesses that already have access to any of these tools and are looking for a contemporary Salesforce that can connect with them.

Custom procedures

The procedure feature allows companies to personalize pipelines and dashboards that tune all customer information, tasks, or files. Metal customers can not only construct out these processes and dashboards for revenue, but also for specific projects, customer support, and also internal training. These procedures can be managed using a straightforward drag-and-drop slide that moves cards to the next step.

Email collection

Steel’s contact management have conducts all letters, calls, files, and notes associated with a prospect in the collection. By adding new emails from repetitions, it eliminates manual data entry and automatically compiles information like phone numbers, email addresses, and social advertising. Within this database, users can tag, filter, and sort leads and then save lists of contacts by type.

Email marketing tools

Copper offers a suite of marketing tools, many available within the Google integration. Businesses can improve their clients ‘ experience with effective, personalized, and targeted communication. Users can create custom email templates, engage with potential leads, and promote new services and products to existing customers. Reps can quickly and easily trigger automated nurture sequences to engage with clients using the email sequence and drip campaign manager.

Copper pros

• 14-day free trial.
• Live chat, help center, and more support available for all paid tiers.
• Affordable paid tiers for small businesses.

Copper cons

• until the Business tier, where contact is limited.
• No free-for-life version of the tool.
• Real users experience learning difficulties when implementing the software.

Alternatives to Copper

HubSpot

A number of marketing and service platform options are available on HubSpot, in addition to the well-known CRM software. The free version of the HubSpot CRM comes with a mix of marketing and sales tools such as email templates, meeting schedulers, and report analytics. HubSpot has the ability to support large enterprises, but those paid tiers can be costly. I suggest defining your business goals, budget, and anticipated growth when selecting a CRM solution.

To learn more about this alternative, check out this HubSpot review.

Pipedrive

An operational CRM called Pipedrive aims to build manageable pipelines that guide customers through the sales process for users of all technical backgrounds. Similar to Copper, Pipedrive offers niche industry specialization. If your business is in event management, higher education, or B2B sales, I recommend Pipedrive for their custom features and functionality.

For more information, visit this Pipedrive review.

monday CRM

A flexible CRM tool with AI-powered automation and formula creation, Monday CRM. Both Monday CRM and Copper provide robust project management capabilities as well as integrations and additional automations that operate within the native dashboard. Even though their premium levels are comparable, Monday CRM occasionally provides students and nonprofits with a free copy of their tool.

Methodology

I used our internal rubric, which is made up of the criteria we believe are most crucial when reviewing the best CRM software, to evaluate Copper. For each criteria and subcriterion, I compared Copper to the industry standards, and I referenced Copper’s own online resources as well as real user feedback and scores.

Here’s the criteria breakdown I used to evaluate Copper:

Cost: Weighted 25 % of the total score.
• Core features: Weighted 25 % of the total score.
• Customizations: Weighted 15 % of the total score.
• Integrations: Weighted 15 % of the total score.
• Ease of use: Weighted 10 % of the total score.
• Customer support: Weighted 10 % of the total score.

Frequently asked questions ( FAQs )

What is the purpose of Copper CRM?

Copper is used as a CRM solution for business to manage ongoing customers, projects, and deals. Users can find prospects and guide them through their purchasing process within one software with a combination of sales and marketing tools. It also offers functionality for specific markets and business types like agencies, consulting, financial services, construction, technology, and real estate.

Does Copper CRM track emails?

With Copper’s Gmail integrations, users can create, send, and track emails to customers. Some popular email management features Copper offers include sending bulk emails, email sequences, and email templates, all to help build effective email campaigns.

Does Copper CRM have a mobile application?

Copper does have a mobile application that can be downloaded from both Google Play and the Apple App Store. Users can access all lead data, activity history, and automatically log calls and texts. The mobile app also shows full pipelines to sort, filter, and track updates in real time. Users can also take audio notes quickly, and on the go.

What is the price of Copper CRM?

Copper CRM pricing starts at $ 9 per user, per month when billed annually, or $ 12 per user, per month when billed monthly. There is a discount applied when you pay annually with a contact. This Starter tier includes a limit of 1,000 contacts, the basic productivity features, and data importing and exporting. If your business needs more advanced functionality, there are higher paid tiers that offer that access. Copper offers a live chat feature to help businesses determine which tier works best for their needs.