What is Copper CRM (formerly Prosperworks)?

If your business relies on Google Workspace, Copper CRM is the natural choice. It is the only CRM designed for and recommended by Google. Copper works instantly with native Google integrations, like Chrome, Gmail, and . Most users find the CRM operates like an extension of the Google suite. You don’t have to think about using the software, you just supercharge the tools you’re already using.

Ease of Use

If you’re familiar with Google Workspace, using Copper is a snap. To begin your free 14-day trial, just sign into Copper using your Google account. The CRM layout mirrors Google’s design principles so well that many users mistake it for a Google product. If you can use Gmail, you can operate Copper CRM.

In fact, you can access a lot of Copper’s functionality without leaving your inbox. When you integrate Copper with Gmail, you’ll see a sidebar of client information every time you open an email. This record includes standard fields to get you going, such as contact information, interaction history, and the number of days since the last contact. Files, tasks, and projects can also be added to the record. You can build relationships and close deals right from your inbox.

While most features are embedded into Gmail, some functions are limited to the CRM. But jumping in here is easy too. As you navigate Copper CRM, informative pop-ups appear explaining how to set up your reports, leads, projects, and other features. There’s also a chat box connected to an agent during regular business hours. Questions are generally answered within the hour.

In your tasks section, you’ll find a list of prefilled activities to complete, such as “Set up a calendar event” or “Install the Chrome extension.” It’s a clever way of introducing you to the CRM and ensuring you explore the platform’s full functionality.

Customization

Copper CRM gives you the freedom to create custom fields. If there is company-specific data you need, simply click the three dots by your contact’s name. This takes you to your field settings. You can add your own fields to any of the modules in Copper: People, Leads, Companies, Opportunities, Projects, and Tasks.

Copper also gives you the option to hide fields you don’t need and group fields into collapsible sections. For example, you may want to gather all your contact details into one collapsible section that opens up only when you need it. That way, the record isn’t cluttered by address, email, and phone numbers every time you view it. You have complete control over the information you save.

Your pipelines and dashboard are also fully customizable. You can hide, highlight, and filter data to appear just the way you like.

Contact Management

Having the right information on hand is crucial to building customer relationships. Copper makes it easy to build visibility into every client touchpoint. As soon as you integrate with Gmail, Copper CRM will suggest contacts from your inbox. If you approve, Copper auto-fills the records with contact details and communication history. You can also import data from your computer and other apps using CSV files.

Every contact record has three sections:

Details: This contains your typical contact data, such as phone number, email, company, and address. If you integrate with a telephony app, you can call and text from the record directly.

Activity Log: Copper automatically logs client-related calls, emails, and tasks in the log. At the top of the column, you can see the date of your last interaction, days inactive, and the total number of interactions. You can also add notes and send an email.

Related: Everything related to the account–such as appointments, files, tasks, projects, and opportunities–is found in the right sidebar labeled “Related.” If you integrate Copper with other apps, such as Quickbooks or Mailchimp, that information will also show up here.

Reporting

Copper lets you track the data you need, and visualize it in a way that makes sense to you. Copper comes with premade dashboards to track your sales data, such as:

  • Lead Conversion Rate
  • Leads by Source
  • Sales history trends
  • Sales forecast
  • Rep Leaderboard
  • Revenue Goals
  •  
    At a glance, you can see your top performers, best lead sources, and progress toward goals. From the dashboard, you can generate a report in just a few clicks. You can also create custom reports by integrating Copper CRM with Google Sheets.

    Lead and Pipeline Management

    While the Gmail interface manages your contacts and communication, the main platform focuses on pipelines and lead management.

    Pipelines: Most CRMs cost extra for multiple pipelines. However, Copper offers unlimited pipelines for every subscription. You can customize them to match your sales process, and even automate workflows associated with each deal stage.

    Lead Management: You can manually add leads or import them from your old CRM and other apps. Almost everything is customizable–lead source, lead type, and lead scoring rules. Integrations with your email, social media, website, and telephony allow Copper to capture each touchpoint as well as automatically update the lead score.

    As a lead graduates to a higher score, you can set up email sequences to nurture them through every phase. For example, once they’ve visited your site a set number of times, Copper could automatically send them a demo offer.

    Security

    Google doesn’t partner with just any vendor. Copper CRM had to pass strict security and performance criteria before getting the “Google Recommended” stamp of approval.

    Features of Copper CRM

    • Gmail Chrome extension
    • Sales automation
    • Email tracking
    • Email templates
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    Copper CRM Screenshots (4)

    Copper CRM Videos (1)

    Pricing

    • Free trial – yes [Try Free Trial]
    • Basic – $25 per user per month billed annually
    • Professional – $59 per user per month billed annually
    • Business – $199 per user per month billed annually

    View detailed pricing plans

    Support and Integration

    Support
    • Chat
    • Webinars
    • Help center
    • Business tools
    • Community
    • Online
    • Training
    • Show more…
    Integrations
    • Quickbooks
    • Google Workspace
    • HubSpot
    • Slack
    • Xero
    • RingCentral
    • Docusign
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    FAQs

    How many seats can I add to the Basic plan?
    What plans can I try on my trial?
    Does Copper CRM integrate with G-Suite?
    Is Copper CRM free?