Copper CRM

Copper CRM

Copper CRM is a user-friendly CRM software designed for small to medium-sized businesses. It focuses on sales and marketing automation to help manage leads, prospects, and customers throughout the sales pipeline.
Copper CRM image
crm sales marketing automation lead-management contact-management

Copper CRM: Sales & Marketing Automation

User-friendly CRM software for small to medium-sized businesses, automating lead, prospect, and customer management through the sales pipeline.

What is Copper CRM?

Copper CRM is a cloud-based customer relationship management (CRM) software designed to help small and medium sized businesses manage important sales and marketing tasks, including lead generation, prospect tracking, deal management, and customer support.

Key features of Copper CRM include:

  • Contact Management: Organize contact details for leads, prospects and customers including name, company, email, phone, and more. Segment contacts by tags, lead status, account owner and more.
  • Sales Pipeline: Visualize your sales process with Kanban boards. Track opportunity size, status in pipeline, and expected close date. Set up sales stages and pipelines tailored to your sales process.
  • Email Integration: Sync emails to Copper so all correspondence with prospects and clients are associated with the right contact. Send emails directly in Copper with email templates and tracking.
  • Productivity Tools: Take notes, set reminders and schedule follow up tasks right on each contact and manage all your daily sales activities.
  • Reporting & Analytics: Monitor your sales team's performance at any time with reports and dashboards highlighting revenue forecasts, deals closed, activity metrics and more.
  • Mobile Apps: Access your sales pipeline and contacts from your iOS or Android device from anywhere to view and update information on the go.

Overall, Copper CRM is an affordable and user-friendly CRM platform for automating and streamlining SMB sales and marketing tasks in one centralized location.

Copper CRM Features

Features

  1. Contact and lead management
  2. Pipeline and deal tracking
  3. Email integration and automation
  4. Task and activity management
  5. Reporting and analytics
  6. Mobile app for iOS and Android

Pricing

  • Freemium
  • Subscription-Based

Pros

Intuitive and user-friendly interface

Seamless integration with G Suite and other tools

Automated data capture and lead enrichment

Customizable workflows and pipelines

Excellent customer support

Cons

Limited customization options for advanced users

Relatively basic reporting and analytics features

Pricing can be on the higher end for small businesses


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