Copper CRM 4+
CRM for Google Workspace
Copper CRM, Inc.
Designed for iPad
-
- Free
Screenshots
Description
Copper CRM helps you connect with leads, win deals, deliver projects and create repeat clients. It’s the CRM made for Google Workspace, so it pulls in contact information and email conversations, and layers on productivity tools. Copper helps you manage your entire sales process and projects using visual pipelines right from your iPhone, so you can bring Copper anywhere your business takes you.
• You can try Copper CRM for free with our 14-day trial—no credit card required.
• Copper for iPhone is designed as a companion to the Copper web app.
Highlights:
• CRM for Google—Syncs with Gmail, Contacts, Calendar, Docs, Sheets, Slides and Google Drive.
• Access all customer data, log calls and text messages, and add meeting notes so every interaction is tracked.
• Manage opportunities and projects in a visual pipeline. Easily sort, filter and track updates to keep deals and projects moving forward.
• Scan business cards at meetings and events to easily add new contacts
• Save time by speaking into your phone to log activities and notes – no typing needed.
Features & Benefits:
Native G Suite Integration
Copper CRM is seamlessly integrated with Google Workspace, so you can access your CRM where you already work—your Gmail, Google Calendar, and Google Drive.
Automated Workflows
Capture website form fills and reply instantly to set up your first meeting. Automatically send follow up emails when you move an opportunity or project to the next stage in your process.
Insights across the entire customer journey
With advanced reporting, dashboards, project management and customizable pipelines, you will have real-time analytics to help you deliver client projects and exceed expectations.
Get up and running in days, not months
Connect your team’s Gmail accounts first. Copper then pulls in contact information and email conversations.
Connect the tools you’re already using
Copper’s powerful integrations seamlessly connect with your favorite tools to bring in even more customer information.
What’s New
Version 7.1.0
For this update we've added the highly anticipated "Meeting Link" field to mobile! We've also updated account editing, revamped the Activities Feed, and improved your inline images experience.
Ratings and Reviews
All the Right Stuff In All the Right Places
Couldn’t be happier with Copper. I’ve used for about 2 months now and maintain it is a wonderful tool that looks great and just simply works. Tried several others that also integrate with G-suite and they just seem clunky without a good flow. Copper is very intuitive and smart... whether it’s adding leads, contacts, companies or updating activities. Everything is very well organized with a super clean design. The mobile app allows to make calls and send messages from within it, so when you hang up, the log activity page comes up to make notes. It’s been a game changer for someone who struggled with following up and keeping track of tasks! Highly recommend!
Best/easy CRM
I searched for, and tried, several CRM’s but they were all over blown, for my needs, and cumbersome to use. ProsperWorks plug right in to my Gsuite mail and is easy to use and is not trying to be all things to all people yet it has every function I require. Love the built in tasks and the fact that it creates a calendar in my Gsuite that is accessible even on my mobile devices. Also love that it saves emails from those I have set up. Due to the fact it is quick and easy to use it works! Highly recommend for any small business. Good reports too!
Basically good CRM especially for Gsuite users
Still a few quirks in the iOS app but overall very solid.
I am writing the review in hopes that the app will not ask me for the 1000th time if I am enjoying using it. OK fine so I enjoy it now lets hope I don’t have to see it on the home screen every time I launch the app.
They are very proud of the system which can capture contact info from inbound emails but its unreliable. Unfortunate as that’s a major selling point.
App also logs you off whenever it seems to feel like it.
A little annoying when you have to log on again on the iOS app. If I am looking up a contact I don’t need to be bogged down with logging on again. I asked them Devs. about it and they said its normal. I asked why but haven’t received a response yet.
I am using both Copper and Zendesk Sell which used to be Base CRM. Zendesk sell has the better interface for mobile.
It synchronizes to the phone so if you are out and about with no internet then you can still find a number.
So; four stars for Copper and hopefully the program won’t keep asking me if I like it. :)
App Privacy
The developer, Copper CRM, Inc., indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.
Data Linked to You
The following data may be collected and linked to your identity:
- Contacts
- User Content
- Search History
- Identifiers
- Usage Data
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- Location
- Identifiers
- Diagnostics
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Information
- Seller
- Copper CRM, Inc.
- Size
- 91.5 MB
- Category
- Business
- Compatibility
-
- iPhone
- Requires iOS 14.0 or later.
- iPad
- Requires iPadOS 14.0 or later.
- iPod touch
- Requires iOS 14.0 or later.
- Mac
- Requires macOS 13.0.0 or later and a Mac with Apple M1 chip or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English, Dutch, French, German, Italian, Spanish
- Age Rating
- 4+
- Copyright
- © Copper CRM, Inc. 2019
- Price
- Free