Copper CRM Video Overview

In the ever-evolving world of SaaS sales solutions, customer relationship management (CRM) software comes in many shapes and sizes. Some are designed to empower sales teams with robust outreach automation, while others focus on organization, helping small businesses build a sales pipeline that works for them. The bottom line? Whether you need in-depth analytics, efficient workflow solutions, or just a simple way to keep track of leads, there’s a CRM out there for you.

Today, we’re turning our attention to Copper CRM, which takes a unique approach to CRM solutions (more on that later). In this article, we’ll dive into the who, why, key features, pricing, and — most importantly — how it stacks up against the competition (like yours truly 😉).

Copper CRM Summary 📖

Who Are They (and Who Are They For)?

Established and founded by Chris Cheng and Jon Lee in 2012 (originally as Prosperworks), Copper set out with the goal to create a tool that not only simplified customer management but enhanced sales solutions – staying true to the core elements of its namesake. 

Today, you’ll find Copper headquartered in San Francisco, California with over 30,000 users worldwide. Most of their customer-base consists of organizations that range from startups to large enterprises in various sectors, but they all share one common trait — they rely heavily on Google Workspace for their daily operations.

Which brings us to what is Copper’s unique selling point (USP).

What Is Their USP?

Copper CRM uniquely positions itself as THE de facto CRM for Google Workspace – setting itself apart from the competition. Deep integrations between the platforms allows Copper to marry essential CRM tools with familiar platforms like Gmail, Google Calendar, and Google Drive. 

Like most CRM solutions, Copper eliminates the hassle of having to navigate through various tabs in order to find the data/tools they need – streamlining workflows and boosting productivity. 

One standout feature is Copper’s powerful Chrome extension, which gives users instant access to key CRM tools, contact data, and sales progress — all without leaving their email inbox. 

Copper CRM’s Key Features and Functions 🔑

Now let’s dive into Copper CRM’s key features to see if  it really lives up to its moniker.

Product Overview 🗒️

Sales Management 📈

Copper provides a very run-of-the-mill sales management system, but where it truly adds value is in solving a key challenge in customer relations: visibility into the sales pipeline.

From identifying bottlenecks, to advanced analytics and insight, and even leaderboard rankings, Copper ensures that your sales reps never drop the ball on any opportunity – potential or in motion. 

Copper is ultimately designed with streamlining all stages of the sale cycle in mind but the features I've mentioned are only the tip of the ice-berg. Here’s the full list: 

Leaderboards, Sales Workflow, Sales Forecasting, Pipeline Reporting, Lead Tracking, Sales Process Management, Inside Sales, Sales Analytics, Pipeline Analysis, Opportunity Management, Sales Funnel Management, Sales Tracking, Pipeline Management, Multiple Currency.

Account & Contact Management 🗂️

In the age of CRMs, gone are the days of cluttered spreadsheets. Copper streamlines data entry and centralizes all (and we mean ALLLL) customer information and communications into one database. Copper’s Chrome extension takes it one step further by scrapping the internet for contact data, company information, social profiles, and automatically enriching current contact profiles in real time. Copper also keeps a lookout for potential leads by suggesting contacts based on the frequency of your interactions with them – ensuring no lead slips through the cracks.  

Once a lead makes its way into your database, that's where Copper gives you the freedom to give them meaning via tags and custom categories (we’ll touch on this more later). Which will help you and your team bring up those leads in faster time than you can say “Mobile Business Card Scanner” (which Copper has as a feature for their mobile that I felt was worth mentioning 😗✌️).

Communications & Marketing 📨💬📞

Now let’s talk about personalized outreach, Gmail integration-style. Copper comes equipped with your standard pre-built email templates which you can zhuzh up with a personal touch or mass produce for email sequences and drip campaigns. 

Copper makes sure all the hard work you put into crafting the perfect email response doesn’t go to waste with a real time activity tracker that highlights whether your prospects open, click, and/or interact with your emails. This is the kind of tech that helps sales reps better understand their target audience and how to engage with them better – saving time and boosting conversion. 

Copper also gives you the option to set alerts for when your emails are open so you can respond in an efficient and timely manner. 

Collaboration & Automation ⚙️

In Copper, workflow automations are designed to eliminate the tedious tasks that get in the way of collaboration and productivity. 

For example, let’s say an opportunity you’ve been closely monitoring has gone dark for more than 14 days. In a busy sales team managing multiple deals on a daily basis, keeping tabs on every lead can be overwhelming. This is where Copper’s workflow automation steps in, you can set up a trigger for (x) amount of days inactive and Copper will automatically set up a reminder task for you to follow-up on the day. And if you’re tech savvy enough you can even set up an automated email response so you can focus on critical tasks without worry. 

Customizability 🎨

These are by no means revolutionary features but Copper understands that every business has a unique set of needs, which is why they’ve incorporated an intuitive range of customization options. 

Copper CRM allows you to create custom fields so you can track business-specific details that matter most (ex. deal size, industry type, or key contacts). The amount of customizable fields you can make may vary on the pricing plan you choose. 

Beyond that, custom views let you filter and save lists for quick access to key segments, while custom activities ensure you can track more than just calls and meetings — think events, follow-ups, or even tasks. With these tools, Copper helps take the busywork out of your day (or so they claim). 

Integrations 🦾

The average user is probably already leveraging native integrations with Google Workspace. Copper CRM builds on that by allowing you to connect with a variety of business tools – all in one click. 

And if that doesn't satisfy all your integration needs, you can connect with thousands of other applications through Zapier (an account is all you need). But if you're STILL unimpressed, Copper comes stocked with an open API, so you can build custom integrations tailored to your needs.

Security 🔒

Copper takes data protection very seriously, they are compliant with global data laws, from the EU to California and beyond. If you’re worried about cross-border data transfers, Copper participates in the Privacy Shield program and incorporates EU’s Standard Contractual Clauses (SCCs) into their Terms of Service to ensure cross-country data transfers align with legal mandates. 

Copper ensures their customers their business-critical data is safe by doing the following: 

• Data Security Training

• User Access Management

• Two-factor Authentication

• Data Encryption

• Regular User Access Review

• Technical Controls

Copper CRM’s Pricing 💰

Now for the question of the hour, how much will Copper’s CRM gonna cost you?

Copper vs. Breakcold 🧊🔨

Copper CRM Ratings + Pros & Cons ⭐

Is Breakcold Better?

As a bootstrapped organization competing against a company that raised $102 million to fuel its growth, you’d expect Copper to have the upper hand. But trust me — this is a classic case of David vs. Goliath 👀.

Pricing Plans

When it comes to pricing, Copper offers a more “flexible” range of plans — but at the cost of leaving essential tools and features out at lower price-points. Breakcold, on the other hand, provides a more comprehensive range of plans designed to fit organizations of all sizes. Plus if you want more for less, Breakcold is the obvious choice.

Social-selling Capabilities

Ten years ago, closing deals on social media was almost unheard of. Fast forward to today, and 80% of prospects are hanging out on platforms like LinkedIn. If you’re not engaging with them, then you’re missing out — BIIIIG TIME.

So do yourself a favor and future-proof your sales pipeline with Breakcold — the social-selling sales CRM built for closing deals in 2025, not 2010.

Closing Statements + Takeaways 💭

Look, I’d be lying if I said Copper CRM wasn’t worth it — it is, but ONLY for organizations that rely heavily on Google Workspace for their day-to-day operations. Sure, Copper offers some solid workflow automation tools, lead management systems, and lead generations tools, but we’re no longer in the 2010s. The sales landscape is constantly evolving, and social-selling softwares like Breakcold is only becoming more commonplace — for good reason! It’s no longer a question of if or how — but a matter of when.

The future of sales isn’t just about managing contacts; it’s about building meaningful relationships that last. That’s exactly why Breakcold should be your CRM of choice for 2025 and beyond.