Copper, formerly known as ProsperWorks, is a customer relationship management (CRM) system specifically designed for businesses that heavily rely on Google Workspace (formerly G Suite). It aims to simplify CRM processes by deeply integrating with Gmail, Google Calendar, Google Drive, and other Google applications, allowing sales teams to spend less time on data entry and more time on building relationships and closing deals.

Key Features

• Native Google Workspace Integration: Seamlessly works within Gmail, Calendar, Drive, and other Google apps, reducing the need to switch between different platforms.
• Automated Data Entry: Automatically captures emails, meeting notes, and other interactions from Google Workspace, minimizing manual data input.
• Lead Management: Tools to track, qualify, and prioritize leads from various sources, ensuring no opportunity is missed.
• Pipeline Management: Visual drag-and-drop pipeline to track deals through various stages, providing clarity on sales progress.
• Workflow Automation: Automate repetitive tasks, set up reminders, and streamline follow-ups to enhance efficiency.
• Reporting and Analytics: Customizable dashboards and reports to gain insights into sales performance, forecast revenue, and identify bottlenecks.
• Mobile App: Full-featured mobile applications for iOS and Android, enabling teams to manage their CRM on the go.
• Customizable Fields & Objects: Adapt Copper to unique business needs by creating custom fields, filters, and even custom objects in higher tiers.

Pros

• Unmatched Google Workspace Integration: Its strongest selling point, offering unparalleled synergy with Gmail, Calendar, and Drive, making it incredibly intuitive for Google users.
• User-Friendly Interface: Known for its clean, intuitive design that is easy to navigate and adopt, even for CRM beginners.
• Time-Saving Automation: Significantly reduces manual data entry and administrative tasks, allowing sales teams to focus more on selling.
• Focus on Relationships: Designed to help teams build stronger relationships with customers and prospects, going beyond just transaction tracking.
• Good for SMBs: Particularly well-suited for small to medium-sized businesses looking for a robust yet accessible CRM solution.
• Mobile Accessibility: Excellent mobile apps ensure productivity isn’t tied to a desk.

Cons

• Pricing: Can be more expensive than some entry-level CRMs, especially for larger teams or when advanced features are required.
• Limited for Non-Google Workspace Users: While it can be used independently, its core strength and value proposition are diminished for businesses not on Google Workspace.
• Advanced Customization Limitations: While customizable, it may not offer the same depth of complex customization and extensibility as enterprise-grade CRMs like Salesforce.
• Reporting can be Basic in Lower Tiers: Some users might find the reporting capabilities in the entry-level plans to be somewhat limited for complex analytical needs.
• Learning Curve for Advanced Features: While basic usage is simple, mastering advanced automations and integrations might require a bit of a learning curve.

Pricing

• Basic: Starting around $29/user/month (billed annually). Ideal for small teams needing core CRM functionality and Google integration. Includes lead management, pipeline management, and basic reporting.
• Professional: Starting around $69/user/month (billed annually). Adds advanced features like email automation, more custom fields, robust reporting, and integrations.
• Business: Starting around $139/user/month (billed annually). Offers further enhancements including custom objects, advanced integrations, and premium support.
• Enterprise: Custom pricing. For larger organizations requiring the most comprehensive features, dedicated support, and advanced security.