Copper CRM Reviews & Pricing

Key Features

• Contact Management: Acts as a Google contacts manager ensuring leads, prospects and customers are automatically synced between all the tools. Manage, engage and nurture contacts better by customizing contact types to categorize business relationships. 
• Workflow Automation: Saves sales reps an average of eight hours per week by eliminating manual and tedious tasks, standardizing processes, and letting them focus on managing leads and working opportunities. They can avoid mistakes as well as improve deal velocity, sales efficiency, conversion rates and closed deals’ percentage. 
• Task Management: Manage, prioritize and assign time-based tasks easily, improve team collaboration, set reminders and create automatic to-do lists by streamlining task management. Filter through tasks by owner, due date, opportunity and status for a consolidated view of ongoing tasks. 
• Opportunity Management: Monitor deal progression through visual pipelines and guide sales reps to close deals. It provides sales opportunity reports, prebuilt dashboards and analytics to identify bottlenecks quickly. 
• Sales Dashboards: Gain full visibility into critical insights to keep a pulse on sales opportunities. Track sales data in any timeframe to estimate the close date, and make informed decisions based on the insights. 
• Sales Process Management: Create defined sales stages and identify problem areas in the sales funnel. Move deals through the funnel systematically, eliminate repetitive and time-consuming tasks, ensure consistency and structure in the team, and automate the sales team’s cadence. 
• Lead Management: Eliminate spreadsheets, identify channels bringing qualified leads and increase sales rep efficiency. With these tools, capture leads, collect relevant data, prioritize the hottest prospects and nurture them to become customers. 
• Lead Tracker: Streamline lead generation efforts by tracking, organizing and managing sales prospects in less time and instead focus on conversion. 
• Project Management: Reduce bottlenecks by providing customized workflows that suit individual teams and ensure teamwork via tagging, task assignment and file sharing. 
• Pipeline Management: Real-time tracking, measurement and analysis enable improved performance across every stage of the sales process. Monitor open opportunities and their associated value. Also, create and customize unlimited drag-and-drop pipelines and manage teams from any location. 
• Email: A real-time activity tracker optimizes marketing efforts by showing when prospects open, click and engage with emails, along with the kind of content that receives the most engagement. Gmail integration helps improve lead-to-opportunity conversion rates and enables sending multiple campaigns at once, while prebuilt templates save time. 
• Mobile App: Improve productivity by answering customers, approving last-minute proposals and tracking sales pipeline while on the go. 

Limitations

•  Not secure enough to store social security numbers. 
•  Not possible to send an email chain to prospects. 
•  Unreliable and confusing email tracking. 

Suite Support