Copper

We use Copper CRM to track contacts associated with most aspects of our organization. The main reason we chose a CRM, and Copper specifically, was to track relationships (e.g., contact information, email exchanges, notes from meetings, whether they are subscribed to our newsletter (run by Mailchimp)) in a centralized location and so that these details can be accessed by several staff members and outlive any individual connections made by a staff member who might cycle out of the organization.

Salesforce Agentforce 360 for Nonprofits

Copper CRM allows us to have a central hub for all our client interactions. We have it integrated with Google Workspace and our RingCentral phone system, which really increases our business efficiency. Using the Forms functionality to have a widget on our website and an auto response generated has allowed us to capture many leads that we otherwise may have missed out on.

Google Workspace

My business totally relies on deadlines and action items. Copper CRM via its connective sync to Google, ensures all my deadlines are met and all my files are updated. Ultimately I trust Copper CRM with my business.

HubSpot CRM, Lexis and monday CRM

Google Drive, Google Calendar, Gemini

We began using Copper around five years ago, and it has become our comprehensive customer relationship solution. We have integrated a process that seamlessly transfers opportunities from sales to order entry, engineering, and our production schedule, all within Copper. The platform continues to enhance its capabilities, and we have found its customer service and support to be excellent.

HubSpot CRM, Sales Force Optimization and Bigin by Zoho CRM

My organization uses Copper primarily for CRM and Pipelines. It allows us to maintain our communication with customers for an extended period of time, which is a big benefit of "relationship building," as well as manage what stage we are in with each customer. Our organization is unique offering specialized training, consulting, and equipment for a niche market, and we nurture leads sometimes for years before securing them. We've found that Copper offers the most customizable setup for this scenario allowing us to keep leads as leads for as long as needed, categorize them as Training, Consulting, or Equipment, then transition them to the designated Pipeline when we are near securing them. The ease of use of Copper outweighs every prior platform we trialed.

Pipedrive, HubSpot CRM, monday CRM and ClickUp

Intuit Mailchimp, Google Workspace