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Copper CRM

Brand : COPPER

Starting at $ 12

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Copper CRM is a CRM tools created for organizations that use Google and G-Suite in their daily operations. Copper CRM software automates the data entry process. It scans your contacts, emails, and other office-related account details and takes information about customers from there. This CRM soft...Read more

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Copper CRM Software Pricing, Features & Reviews

What is Copper CRM? 

Copper CRM is a CRM tools created for organizations that use Google and G-Suite in their daily operations. Copper CRM software automates the data entry process. It scans your contacts, emails, and other office-related account details and takes information about customers from there. 

This CRM software is designed precisely the way G Suite looks like, and it allows beginners to get acquainted with the system in a short time. Copper CRM software is designed to simplify all customer management work. It continuously generates alerts for employees to stay updated on their tasks. 

Copper CRM enables integration with Gmail effortlessly. It facilitates all CRM-related work right from the inbox. For employees using Copper CRM, their inbox becomes the workplace. All the office work can be done through Gmail integrated with Copper CRM. The software tracks lead, handles contact details, and creates a pipeline to visualize the progress made with the customer. 

Copper CRM tool offers a Google Chrome extension to facilitate seamless functioning that was mentioned above. It utilizes Google Calendars and Hangouts for better planning and connectivity. This CRM software makes use of Google Drive (and Dropbox) to share the necessary documents with other employees. 
Copper CRM is great software for customer relationship management and highly regarded by CRM professionals. 

What are the benefits of Copper CRM? 

  1. Copper has a lot of benefits, here are a few listed below: 
  2. Copper CRM reduces the time to complete a sales procedure effectively. 
  3. It improvises reporting by a good margin. The CRM software always gives updates about developments made by salespersons via visual design pipeline. 
  4. Copper CRM shortens the sales cycle without compromising on the quality of services. 
  5. This CRM software increases response time. 
  6. The CRM software understands the workflows and offers predictions for sales forecasts. 

What is the price of Copper CRM?

Copper CRM is available in three different plans; these are: 

  1. Basic – Rs. 1,400/- per month for three users
  2. Professional – Rs. 3,500/- per month per user
  3. Business – Rs. 8,500/- per month per user (billed annually) 

Access to features vary based on the plan. For further inquiries, please request a call, and our sales team will get in touch with you shortly. 

Copper CRM Pricing & Plans

Starter
  • 1,000 contact limit
  • Google Workspace integration
  • Tasks + Activity feed
  • Forms
    • Users
    • Monthly
Starting at $ 12
Basic
  • 2,500 contact limit
  • Task automation
  • Pipelines
  • Project Management
    • Users
    • Monthly
Starting at $ 29
Professional
  • 15,000 contact limit
  • Workflow automation
  • Bulk email
  • Reporting
    • Users
    • Monthly
Starting at $ 69
Business
  • Unlimited contacts
  • Email series
  • Custom reports
  • Multi-currency
    • Users
    • Monthly
Starting at $ 134

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Copper CRM Features

Marketing Automation

  • icon_check Email Marketing Design and send personalized email campaigns, track opens, clicks, and conversions.
  • icon_check Campaign Management Plan, execute, and monitor marketing campaigns across channels and touchpoints.
  • icon_check Lead Nurturing Engage and educate leads over time with targeted content to move them toward conversion.
  • icon_check Customer Journey Tracking Monitor and analyze the customer journey from awareness to purchase.
  • icon_check Customer Segmentation Group customers based on behavior, demographics, or preferences for tailored campaigns.
  • icon_check Event-Triggered Workflows Automate responses and actions based on customer behaviors (e.g., email opens, site visits).
  • icon_check Automated Campaigns Automatically trigger campaigns based on customer behavior, interests, or milestones.

Data Sourcing / Integrations

  • icon_check Social Media Integration Manage social media accounts and track customer engagement directly within the CRM.
  • icon_check Data Import/Export Easily import/export customer and business data in bulk or via integration with other systems.
  • icon_check API Access Customizable API for integrating with other business applications or extending CRM capabilities.
  • icon_check Calendar Integration Sync CRM with calendars to schedule and manage appointments and follow-ups.
  • icon_check Third Party Integrations Connect CRM with a variety of third-party tools and services to enhance functionality.
  • icon_check Email Marketing Tools Integration Connect CRM with email platforms like Mailchimp or SendGrid for seamless campaigns.
  • icon_check Marketing Tools Integration Integrate with marketing platforms (e.g., Google Ads, HubSpot) to enhance campaign effectiveness.
  • icon_check eCommerce Integrations Sync CRM with eCommerce platforms like Shopify, WooCommerce for a unified customer experience.
  • icon_check Interactive Voice Response (IVR) Integration Integrate CRM with IVR systems to manage customer calls and enhance support.

Reporting & Analytics

  • icon_check Real Time Analytics Monitor and analyze real-time data to make timely, informed decisions.
  • icon_check Campaign Performance Measure the effectiveness of marketing campaigns, including ROI, reach, and conversion rates.
  • icon_check Sales Performance Reports Track individual and team sales metrics, including revenue, win rates, and pipeline health.
  • icon_check Customer Insights Analyze customer behavior and interactions to gain actionable insights for better engagement.
  • icon_check Performance Tracking Monitor team performance across various functions, tracking progress against KPIs.
  • icon_check Predictive Analytics Leverage AI to predict future trends, sales, and customer behavior for better decision-making.
  • icon_check Custom Dashboards Create personalized dashboards to visualize key metrics and data relevant to your business.
  • icon_check Forecasting & Trends Use historical data to forecast future sales and trends for improved business planning.

Customer Data Management (CDM)

  • icon_check Contact Management Store, organize, and access customer contact details for easy retrieval and updates.
  • icon_check Account Management Track and manage business relationships with key accounts and clients.
  • icon_check Customer Profiles Build comprehensive profiles with data on preferences, interactions, and purchase history.
  • icon_check Contact Segmentation Group contacts based on behavior, demographics, or interests for personalized engagement.
  • icon_check Activity History Record and review all past customer interactions, including calls, emails, and meetings.

Sales Management

  • icon_check Lead Management Capture, track, and nurture leads across different stages of the sales cycle.
  • icon_check Territory Management Assign, monitor, and optimize sales territories to improve regional sales efforts.
  • icon_check Sales Forecasting Predict future sales and revenue using historical data and current opportunities.
  • icon_check Deal Management Organize, prioritize, and manage deals, ensuring timely follow-up and closure.
  • icon_check Sales Automation Automate tasks like follow-up emails, lead assignment, and reminder notifications.
  • icon_check Workflow Automation and Management Automate repetitive tasks and workflows to improve sales team efficiency.
  • icon_check Opportunity & Pipeline Management Visualize and track deals through stages from lead generation to closing.
  • icon_check Quote Management Generate accurate, branded quotes and proposals to accelerate sales processes.
  • icon_check Order Management Track and manage orders from customers to ensure timely fulfillment and accurate billing.
  • icon_check Contract Management Managing contracts from their creation, execution, and performance tracking to their eventual termination.

Collaboration Tools

  • icon_check Task / Activity Management Assign, track, and manage tasks and activities to ensure team productivity and accountability.
  • icon_check Team Communication Enable real-time internal communication between teams with built-in messaging or chat features.
  • icon_check Document Sharing & File Storage Store and share important files, documents, and customer resources easily.
  • icon_check Omnichannel Support Provide consistent customer support across multiple channels, including email, chat, and social media.

Security & Compliance

  • icon_check GDPR & Data Privacy Comply with regulations such as GDPR, HIPAA, and CCPA. to protect customer privacy.
  • icon_check Role-Based Access Control (RBAC) Control user access based on their roles, limiting access to sensitive data.
  • icon_check Data Encryption Encrypt data both at rest and in transit to safeguard customer information.
  • icon_check Audit Trails Maintain a log of all user actions for accountability and security auditing.
  • icon_check Backup & Disaster Recovery Ensure business continuity with secure backups and disaster recovery plans.

AI & Machine Learning

  • icon_check Lead Scoring Use AI to score leads based on their likelihood to convert, helping prioritize sales efforts.
  • icon_check Predictive Analytics Leverage AI to predict future trends, sales, and customer behavior for better decision-making.
  • icon_check Chatbots Automate customer interactions with AI-driven chatbots to assist or direct inquiries efficiently.

Alerts & Notifications

  • icon_check Event-Triggered Notifications Automatically notify users of key events, such as new leads, meetings, or customer actions.
  • icon_check Custom Workflow Alerts Create custom alerts for specific workflows or actions, ensuring nothing gets missed.
  • icon_check Workflow Trigger Alerts Alert users when specific workflow conditions or triggers are met.
  • icon_check Lead Activity Alerts Get alerts when leads take important actions (e.g., filling out a form or making a purchase).
  • icon_check System Errors/Failures Receive immediate notifications for any system failures or errors for quick resolution.
  • icon_check Customer Interaction Alerts Get notified when customers engage with emails, forms, or other touchpoints.
  • icon_check SLA Violations Receive notifications when service level agreements are breached or approaching deadlines.

Copper CRM Specifications

  • Supported Platforms :
  • Device:
  • Deployment :
  • Suitable For :
  • Business Specific:
  • Business Size:
  • Customer Support:
  • Training:
  • Language:
  • Windows iOS Android MacOS
  • DesktopMobileTabletiPad
  • Web-Based
  • All Industries
  • All Businesses
  • Small Business, Startups, Medium Business, Enterprises
  • Email, Communities
  • Videos
  • English

Copper CRM Review

92%

Have recommended this product

Overall Score

4.4/5
Based on 1 Review

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Copper CRM FAQ

A Yes, you can use Microsoft excel to upload the data in bulk.
A Copper CRM uses third party companies to search for information whenever a lead, person, or company is added to the system.
A Copper CRM complies Gmail guidelines with regards to how many emails you can send in a day. In a 24-hour period, you can send 1500 emails through “Google for Work” account and 500 from “free” Gmail account.
A Please try the following options to increase Copper CRM’s speed: 1. Clear cache of the browser 2. Removes hosted app data from your browser 3. Removes unnecessary content licenses in your browser
A Copper CRM does not have any feature that specifically streamlines all pipelines in one place. However, users can make use of free Copper Google sheets add-on that will help in synchronizing with the lead management pipeline.

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