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Copper* is a cloud-based CRM tool, which provides users with a transparent view of their customers. The software can be used by any industry, including advertising, sales and distribution, and real estate. Among its numerous features is email integration, opportunity management and lead tracking. Copper also comes with some really useful time saving features, such as automatic customer data saving. Every file that is sent via email is instantly linked and stored in a contact’s portfolio. What’s more, the system profiles every interaction. This gives users relevant information on how recently each customer has been contacted.
Along with quality customer management tools, Past and future calendar events, such as meetings and calls, are logged with Copper. The app can also ‘intelligently’ suggest possible contacts, based on previous correspondence. Via Copper’s email integration, all tasks are visible in Gmail, and the opportunity management feature lets users visualize and manage their sales pipelines, by utilizing drag-and-drop functionality.
Opportunity ManagementA great feature of Copper is the ability to see a visual representation of all available opportunities via a customisable pipeline, which supports drag-and-drop editing. Custom filters allow you to drill down deeper to retrieve more information, and you are alerted when deals appear to be disappearing. For reporting purposes, Copper also provides you with a weekly pipeline progression report to gauge progress.
Gmail IntegrationCopper integrates effortlessly with Gmail and other Google apps in order to provide seamless data interchanges. With Gmail integration you can visualize all contact information that are associated with emails, directly from your inbox, including all interaction history and associated files and notes.
Aside from Gmail integration, Copper also lets you fully manage contacts from outside of Gmail, thereby providing you with a comprehensive view of the customer directly. Customer profiles are then automatically populated with data crawled from across the web, along with any file attachments pulled from your emails. The completed profiles will show all the interaction history, including email history, and past and upcoming calendar events. The Google Hangouts integration also allows you to make calls directly from these profile to the customer as well.PricingCopper uses a subscription pricing model, with prices starting from $19.00 per user, per month for the Basic Plan, followed by the Professional Plan at $49 per user, per month. Finally, the Business Plan is priced at $119 per user, per month. There is also a 14 day free trial available (No Credit Card required).
Bottom LineOverall, Copper CRM is an excellent customer management platform to work from. With superb features, such the ability to overview of your opportunities via a visual pipeline with customizable stages, filters, and data fields, right through to automatic data population and Gmail integration. Copper CRM is a quality product that will suit businesses of all types and sizes. It comes with apps for Android and iOS, and over 300 third party integrations are also available, including Google Drive, Google Calendar, Google Hangouts, MailChimp, Evernote, Wufoo, Quickbooks, and Basecamp.
*Formerly ProsperWorks CRM
