Copper CRM Review - Is Copper CRM Worth it? Top Features, Pros and cons, Walktrough

Summary

In 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

• 😀 Marquez reviews Copper CRM, praising its ease of use and integration with Google Workspace.
• 👀 Discusses various pricing plans, highlighting options for monthly and annual payments, ranging from $29 to $129.
• 🔧 Outlines the CRM's features such as project and task management, team collaboration, workflow automation, and bulk email capabilities.
• 📊 Reviews the professional plan as the most popular due to its advanced features like reporting and email templates.
• 📈 Compares Copper CRM's pricing with competitors like Zoho CRM and Pipedrive, noting that Copper is slightly more expensive.
• 🔄 Demonstrates how to add companies and contacts within the CRM, emphasizing its user-friendly interface.
• 🌐 Explains the process of creating pipelines and managing deals, showcasing the CRM's functionality in tracking sales stages.
• 🛠 Describes the task management feature, detailing how to assign and manage tasks related to specific contacts.
• 📚 Mentions the need for a premium account to access advanced reporting and settings features.
• 📝 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

00:00

📝 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.

05:01

📈 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.

Keywords

💡CRM

CRM stands for Customer Relationship Management. It refers to the practices, strategies, and technologies that companies use to manage and analyze customer interactions and data throughout the customer lifecycle, with the goal of improving business relationships with customers, assisting in customer retention, and driving sales growth. In the video, the speaker is reviewing Copper CRM, which is a tool designed to facilitate CRM practices, emphasizing its ease of use and features.

💡Pricing Plans

Pricing plans are the different options a company offers for its products or services at varying costs. These plans often include different features or levels of service to cater to the needs of different customers. In the context of the video, the speaker discusses the various pricing plans offered by Copper CRM, comparing them to other CRM tools and highlighting the features included in each plan.

💡Workflow Automation

Workflow automation refers to the technology enabling the automation of repetitive workflow processes. It streamlines business operations by automatically moving tasks and information between different stages of a process. In the video, the speaker mentions workflow automation as a feature available in the professional plan of Copper CRM, which would be beneficial for users needing more advanced CRM functionalities.

💡Google Workspace Integration

Google Workspace Integration involves the incorporation of Google's suite of productivity and collaboration tools, such as Gmail, Drive, and Calendar, into a third-party application to enhance functionality and streamline workflows. The video script mentions that Copper CRM offers integration with Google Workspace, allowing users to manage their CRM tasks and contacts more effectively within familiar Google services.

💡Pipelines

In a CRM context, pipelines are a visual representation of a company's sales process, typically showing the stages a customer goes through as they progress towards making a purchase. The speaker in the video demonstrates how to create and manage pipelines in Copper CRM, which is an essential tool for tracking and managing sales opportunities.

💡Projects and Tasks

Projects and tasks are fundamental components of work management and organization. Projects are larger undertakings that are broken down into smaller, manageable tasks. In the video, the speaker shows how to create projects and tasks within Copper CRM, which is crucial for planning, organizing, and tracking work progress.

💡Marketing Tools

Marketing tools are software applications or platforms that assist in various marketing activities, such as email campaigns, social media management, and analytics. The speaker briefly mentions marketing tools in the context of Copper CRM, indicating that users can access these functionalities to support their marketing efforts, although a new account creation with a company email is required.

💡Reports

Reports in a CRM system are documents or data visualizations that present information about the business's operations, typically including sales figures, customer interactions, and performance metrics. The video script notes that to access reports, users need to have an upgraded version of Copper CRM, which is important for analyzing business performance and making data-driven decisions.

💡Extensions

Extensions are add-on features or applications that extend the functionality of a software program. In the video, the speaker talks about the ability to add Copper CRM to Gmail via an extension, which enhances the CRM's integration with email communication and allows for better tracking of customer interactions.

💡User Interface

User interface (UI) refers to the space where interactions between users and a digital device occur, including the design of displays of output devices. A good UI facilitates efficient and effective interaction. The speaker praises Copper CRM's simple and well-designed user interface, which is important for user experience and ease of use.

💡Alternatives

Alternatives refer to other options or choices that are available. In the context of the video, the speaker discusses other CRM tools that could be considered as alternatives to Copper CRM, such as Zoho CRM and HubSpot CRM, providing viewers with options to explore based on their specific needs and budget.

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