Copper CRM Review - Is Copper CRM Worth it? Top Features, Pros and cons, Walktrough
Summary
TLDRIn this video review, Marquez introduces Copper CRM, praising its ease of use and functionality. The video covers Copper's pricing plans, which range from a free option to a professional plan at $129/month, offering features like workflow automation, reporting, and bulk email templates. Marquez also discusses the CRM's integration capabilities, noting that the basic plan lacks certain integrations and marketing tools. He demonstrates how to create companies, people, pipelines, and projects within Copper, highlighting its user-friendly interface and mobile app. Marquez mentions the ability to add Copper to Gmail for deal tracking and reporting, a feature he particularly likes. While acknowledging that Copper's pricing is on the higher side compared to competitors like Zoho CRM and Pipedrive CRM, Marquez concludes that the CRM is well-made and worth considering for small businesses. He suggests alternatives such as Hubspot CRM and encourages viewers to ask questions in the comments.
Takeaways
- đ Marquez reviews Copper CRM, praising its ease of use and integration with Google Workspace.
- đ Discusses various pricing plans, highlighting options for monthly and annual payments, ranging from $29 to $129.
- đ§ Outlines the CRM's features such as project and task management, team collaboration, workflow automation, and bulk email capabilities.
- đ Reviews the professional plan as the most popular due to its advanced features like reporting and email templates.
- đ Compares Copper CRM's pricing with competitors like Zoho CRM and Pipedrive, noting that Copper is slightly more expensive.
- đ Demonstrates how to add companies and contacts within the CRM, emphasizing its user-friendly interface.
- đ Explains the process of creating pipelines and managing deals, showcasing the CRM's functionality in tracking sales stages.
- đ Describes the task management feature, detailing how to assign and manage tasks related to specific contacts.
- đ Mentions the need for a premium account to access advanced reporting and settings features.
- đ Concludes with personal endorsements of Copper CRM's utility for small businesses, despite its higher cost.
Q & A
What is the name of the CRM system being reviewed in the video?
-The CRM system being reviewed is Copper CRM.
What are the two pricing options available for Copper CRM?
-The two pricing options available are monthly and annual versions.
What is included in the basic plan of Copper CRM?
-The basic plan includes a 2500 contact limit, Google Workspace integration, pipelines, content attachment, and team collaboration.
What additional features are available in the professional plan of Copper CRM?
-The professional plan offers workflow automation, reporting, bulk email, and email templates.
Which plan is recommended if you need advanced features like workflow automation and reporting?
-The professional plan is recommended for those needing advanced features.
What does the business plan of Copper CRM offer that the professional plan does not?
-The business plan offers website tracking, lead scoring, LinkedIn integration, and unlimited contacts.
How does the presenter feel about the pricing of Copper CRM compared to other CRM tools?
-The presenter feels that Copper CRM's pricing is a bit on the higher side compared to other CRM tools like Zoho CRM and Pipedrive CRM.
What is the presenter's opinion on the user interface of Copper CRM?
-The presenter likes the user interface of Copper CRM, stating that it is simple and well-designed.
What is one of the unique features that Copper CRM offers for Gmail users?
-Copper CRM can be added to Gmail as an extension, allowing users to track deals and manage projects directly from their email.
What are some alternatives to Copper CRM mentioned in the video?
-Some alternatives to Copper CRM mentioned are Zoho CRM, Pipedrive CRM, and Hubspot CRM.
What is the presenter's final verdict on Copper CRM?
-The presenter concludes that although Copper CRM is a bit pricey, it is still worth considering due to its simplicity and good design.
Outlines
đ Copper CRM Overview and Pricing Plans
The first paragraph introduces Marquez, the speaker, and sets the stage for a review of Copper CRM. Marquez expresses his belief in Copper CRM's user-friendly interface and outlines the structure of the video, which includes an examination of pricing plans, features, tools, advantages, disadvantages, top features, and alternatives. The paragraph delves into the various pricing options available for Copper CRM, such as free, monthly, and annual versions, and highlights the differences in features across the basic and professional plans. It also touches on the lack of certain features in the basic plan, such as integrations, marketing tools, and reporting. Marquez provides a brief comparison with other CRM tools like Zoho CRM and Pipedrive CRM, noting that Copper CRM is on the expensive side but still worth trying out. The paragraph concludes with a demonstration of how to add a company and a person to Copper CRM, and how to create and manage pipelines within the system.
đ Managing Pipelines, Projects, and Tasks in Copper CRM
The second paragraph focuses on the project and task management capabilities within Copper CRM. Marquez demonstrates how to create a project, associate it with a company, and add activities. He then moves on to discuss task creation, detailing how to set up a task, choose an activity type, and relate it to a contact. The paragraph also mentions the availability of marketing tools and the need for an upgraded version to access reports. Marquez talks about the integration of Copper with Gmail, which allows for deal tracking and reporting, and highlights the positive reviews Copper has received, especially from small businesses. He concludes by summarizing his thoughts on Copper CRM, acknowledging its slightly high pricing but emphasizing its worth and simplicity. Marquez also suggests alternatives to Copper CRM, such as Pipedrive and Hubspot CRM, before signing off.
Mindmap
Keywords
đĄCRM
đĄPricing Plans
đĄWorkflow Automation
đĄGoogle Workspace Integration
đĄPipelines
đĄProjects and Tasks
đĄMarketing Tools
đĄReports
đĄExtensions
đĄUser Interface
đĄAlternatives
Highlights
GoPro CRM is described as an easy-to-use CRM tool.
The video will review pricing plans, tools, project and task creation, advantages, disadvantages, top features, and alternatives.
Pricing options include a free plan, monthly, and annual versions.
The basic plan offers 2500 contact limit and Google Workspace integration.
Professional plan recommended for workflow automation, reporting, bulk email, and templates.
Business plan includes website tracking, lead scoring, LinkedIn integration, and unlimited contacts.
Professional plan is the most commonly used.
Basic plan lacks many integrations and marketing features.
The process of adding a company and person in Copper CRM is straightforward.
Pipelines can be easily created and customized with stages for different phases of a deal.
Opportunities can be added to pipelines with details such as primary contact and related contact.
Projects can be created and related to specific companies or deals.
Tasks can be assigned and related to contacts or companies.
Marketing tools are accessible by creating a Copper account with a company email address.
Reports are available for users with an upgraded version.
Copper CRM can be added to Gmail for deal tracking and reporting.
The CRM has received good reviews, particularly for small businesses.
Alternatives to Copper CRM include Zoho CRM, Pipedrive CRM, and Hubspot CRM.
The pricing is considered a bit high but still worth it for the features provided.
Transcripts
hey there guys my name is marquez and in
this video i'm going to review copper
crm gopro crm is amazing easy to use crm
that's what i believe in and in this
video i'm going to review the pricing
plans then i'm going to show you like
the tools what is about what you can get
there how you can create projects tasks
etc
and then also i'm going to give you like
what i think about advantages
disadvantages top features and then
alternatives comparing to cooper crm
copper serum now the first thing that
we're going to do is when we enter the
pricing plans you have options for free
pricing plans you can choose between the
monthly and annual version now if i'm
going to click on the monthly version
let's say we see 29.69
and 129.
when we see and like what you can get
here is that it's included 2500 contact
limit google workspace integration okay
pipelines content attachment team
collaboration on the other hand with the
professional if you actually need a
workflow automation if you need a
reporting or a bulk email and templates
i would definitely recommend going with
professional and of course on the right
side we see the business
and here you have options to choose our
website tracking leads scoring linked in
integration unlimited contacts
so here you can see
the professional is like the most used
here
but you have option
which one you want to get start with in
a moment when you would like start here
i want to also show you the integrations
like in the basic you're not going to
find a lot of integrations
then also in the basic you're not going
to have also the marketing as a bulk
email or email templates
and then uh you don't have the reporting
here
so
that's pretty much it
now when you're gonna enter at the
copper so what do i think about pricing
plans that's what i forgot pricing plans
are like all the crm tools i got a
little bit
a little bit expensive
but the gain on any version 25 bucks or
59 bucks is
like on the higher side
in comparing to like zoho crm
or even when i check here
i want to pipe drive crm
and look let's hear what they pricing
got
see they got professional 2 also for 50
euro
and here you can find also for that's
like
52 euro
so you see it here it's a little bit
expensive on expensive side but still
you can try it for free and see if you
actually like it so when you enter
cooper you can simply click here let's
say add a company
and let's say the company is going to
call sanvi
right
then you can add street and everything
address i can click save here
when i have it uh then on a above of
companies i'm going to find people and
i'm going to click here add a person
and let's say it's going to be marcus
client
i can add a company
and we are going to choose the company
that we just created let's say
and here again you have options to add
an address
description and everything now click
save now in the moment when you got it
and when you're going to enter it i'm
going to click on companies
and pipelines
here you can what you can do is just
easily create a pipeline so i'll click
here create a pipeline
let's say this is going to be a sunwee
deal pipeline
click next
now i can add simple stages
if i want to
so i can simply move them so let's say
this is going to be new
proposal
product demos
and closing
click done
okay and here we are so what you can see
we see the new proposal product demos
closing and i can click add new
and let's say this is going to be new
opportunity youtube
business
primary contact relate contact
so let's say this is going to be marcus
client and in the moment when you're
gonna add a client automatically you
will add a company so as you can see
even the
uh like edwin percentage let's say 25
add a value description tags everything
you can add here i'm going to click save
now
now what you can do in the moment when
you have it you can simply move it
right
as proposal product demos
closing or you can even like easily
go on the bottom and go to lost abundant
one
so all of that you can do so this is how
you can manage all your
pipelines projects and here we're gonna
have the projects
so again i can easily
create a project and let's say this is
going to be youtube
channel project
relates to let's say this is going to be
the sunwee
company
and i'm going to click save
and here look at this what we have
so i have
uh the project here i can add a new
project if i want i can click on the
project
and find activity and everything
so when we go further i can simply go on
the tasks
and i can create a task here and again
let's say this is going to be a task
called
call
marcus and i can activity type if it's
going to be phone call meeting sms and i
can have relation to so which can be
let's say marcus client
and then what i can do i can simply
click save here
and then i'm going to find also the
marketing tools
that i have and you know tasks you can
have multiple tasks here if you want
so in marketing tools
so i'll create a new copy account with
your company email address to access
marketing tools if you want me to guys i
can create tutorial marketing tools too
anyhow you can do it and how you can use
it
so then you're gonna find also the
reports
and here
uh you need to have upgraded version and
then settings so as you can see the
copper crm is
okay it's all right i really like the
option to add a copper to gmail
so not only that you can track the deals
get reports google workspace crm manage
projects integrations mobile app
all of these you can also add copper to
gmail and just download the extension
so that's something you can do
and you see that
it got also
really good reviews
for small businesses this is pretty good
so copper is really well made and i
really like how simple it looks and the
design the user interface is also really
good
now if you can have any questions let me
download the comments what are some
alternatives you can use the whole crm
pipe drive is really good competition to
copper crm hubspot crm the free version
is perfect
and that's pretty much it so
uh to summarize it i
it the pricing is a little bit high but
still it's worth it so thank you very
much guys and have a great day and
goodbye see ya
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