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Über Copper

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Vorteile:

I like the simplicity of how it is laid out. It was easy to customize to some of my company's unique requirements.

Nachteile:

When I asked about a refund for the past 10 months, they said that I should have cancelled and when I said that I did, they said prove it.

Bewertungen zu Copper

Durchschnittliche Bewertung

Benutzerfreundlichkeit
4,5
Kundenservice
4,3
Funktionen
4,1
Preis-Leistungs-Verhältnis
4,1

Weiterempfehlungsquote

8,1/10

Copper hat eine Gesamtbewertung von 4,4 von 5 Sternen basierend auf 582 Nutzerbewertungen auf Capterra.

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Nutzerbewertungen filtern (582)

Scott
Scott
General Manager in Australien
Verifizierter Nutzer auf LinkedIn
Informationstechnologie & -dienste, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

In Betracht gezogene Alternativen:

The CRM for sales team on Gsuite

5,0 vor 4 Jahren

Kommentare: I've used a lot of CRMs, from Salesforce to Pipedrive. Copper is hands down the best. Easy to use, easy for the team to adopt but still very powerful under the hood.

Vorteile:

Automated data entry. Pre-populates a lot of my contacts data so adding new leads is a simple point and click. The gmail integration is amazing. I can get a clear picture of my entire relationship from where I work - gmail. Im really starting loving the workflow automations and cool calculated fields I can make now.

Nachteile:

I'd like to see a better native integration with an email automation software

Michael
CEO in USA
Gesundheit, Wellness & Fitness, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

In Betracht gezogene Alternativen:

The ONLY Fully-Integrated CRM Solution for Google Workspace

5,0 vor 2 Jahren

Kommentare: Our small business has been a Copper client for the last 2-3 years and we have been incredibly happy with the Copper CRM product and the team that supports it. As our business grows, so do our CRM needs. Copper has been able to fulfill each of these needs as they arise, often from regular updates on their product roadmap. It's almost like Copper has been "inside our head" and developed exactly what we needed prior to us asking. @TeamCopper - Great job listening to your clients in the community and actually developing your product to suit our needs. This is what encouraged us to sign a 5-year agreement with you!

Vorteile:

Full functionality within Google Workspace plug-in (Gmail, Calendar). Ability to pull a list view of Opportunities, Leads, etc and update individual records without leaving the screen (HUGE time-saver).

Nachteile:

Import function needs work in the area of duplicate management and add/ overwrite tags. Third-party integration with Zapier makes this seamless but can add unnecessary expenses.

bob
owner in
Versicherung, 11–50 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung
Quelle: SoftwareAdvice

Extremely Limited

2,0 vor 7 Jahren

Kommentare: Tried PW for my insurance biz. It was a total waste of time. It took 20+ hours to set up for my business and did very little to help organize contacts/meetings/notes as I required. Also needed to be able to filter/search for data. Overall, it lacked customization. Wanted to add custom fields like birthdates. This proved impossible, as the date field required input via pop up calendar, so you'd have to click through every month to get back to January 1 1965. I talked to their support people for a total of 3 hours and the conclusion of it all was "the software can't do that and we're not going to implement that unless a ton of people ask for it." That should have been a red flag because it just got worse. Importing data is super annoying. If you have a google sheet you want to import, you have to download it as a CSV then re-upload it, and hope the fields match up. It also adds a bunch of tags to crap that makes a huge data mess you end up wasting hours to fix. The dashboard is a total waste of space. There is no useful information. The People section is basically a glorified Excel spread sheet. When you export your data it grabs the fields, but leaves all of the activity notes behind, so you cannot back those Custom filters are another massive failure. If you want to filter by X but exclude everyone who already has Y, it's impossible. I think an undergrad designed this system because it lacks advanced features severely. If you want to set up a daily to-do queue, forget it. You might as well use paper checklist or a spreadsheet. Another major problem is that it will pull info out of your google contacts and if you check the box for Sync with Contacts, it will completely destroy your hardwork in contacts. It deletes data out of fields, such as addresses and phone numbers. You have to pay for another software called Pieworks to fix that, but it's also terrible. A simple basic feature that should be included is not, and you have to pay yet another monthly sub for something really stupid that should be there. It has an app for android, and it was convenient when out of the office. You can pull up the contact and if you just had a meeting with them, dictate the notes into logging a meeting. If you need to call them, just tap their phone number, and at the end of the call PW is already logging your call, just enter the notes about topics of discussion. However, the app needs improvement in terms of the dashboard, such as calendar and to do list like a call queue or other service tasks. You have to submit tickets for every little thing. It's extremely annoying and waste of your time. I decided to cancel this, pulled all of my data out of PW and set it up in a spreadsheet. PW is barely more than a spreadsheet with a pretty interface. It's not worth the money. You might as well use something free -- or spend the money and get a real CRM with all the features you really need.
They will not let you cancel. There is no place to remove your billing information or cancel your plan. You have to submit a ticket and hope they answer it, but more likely, they'll ignore it because they are a greedy company that ignores the requests users make on their website for changes.
They claim they are the CRM google uses, but that's not true. This is a very immature piece of software that cannot handle a serious business with specialized needs. They may have partnered with

Vorteile:

Interface is OK but needs improvement. The app was convenient, but needs a better dashboard.

Nachteile:

High cost, lack of customization and features. Have to submit tickets for any help. Lack of training videos.

Jacqueline
Broker/Owner in USA
Immobilien, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Intuitive, Inclusive & Scalable

5,0 vor 4 Jahren

Kommentare: Wonderful! The customer service is AMAZING and overall we have converted so much more closed business as a result of effective lead and pipeline management within our company.

Vorteile:

The ability to manage leads, manage pipelines, and store data, along with the ability to automate lead management.

Nachteile:

the lack of ability to integrate with other softwares, the lack of commission management features, and the lack of ability to specifically disburse leads automatically based on tracked conversion rates

Antwort von Copper

vor 4 Jahren

Solid feedback that we'll be sharing with our team. Thank you, Jacqueline!

Jaimee
Office Manager in USA
Marketing & Werbung, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Copper

5,0 vor 4 Jahren

Kommentare: Copper has cut down dramatically on administration data entry try which allows for our staff to communicate with our prospects more frequently, which in return is bringing in more business for the company.

Vorteile:

Copper has helped our company tremendously in regarding to time spent updating our CRM systems. We use to have to add all emails to the system, Copper automatically adds all the emails which has cut down on our administration time dramatically. It will also pull contact information for the internet, which also helps cut down time so the time can be spent elsewhere. Another favorite feature is being able to view the contact file in gmail when an email from that specific person comes in.

Nachteile:

We wish that when adding notes into copper, there was more flexibility in regards to changing the color of the font or being able to highlight something within the note. Also, sometimes we have an individual in the system with more than one company but Copper doesn't allow you to add duplicate emails to multiple files.

Antwort von Copper

vor 4 Jahren

Greatly appreciate the feedback, Jaimee!

Petr
Petr
CIO in Tschechien
Verifizierter Nutzer auf LinkedIn
Informationstechnologie & -dienste, 2–10 Mitarbeiter
Verwendete die Software für: Kostenlose Testversion
Herkunft der Bewertung

Selection of a CRM Tool for emerged startup

3,0 vor 3 Monaten

Kommentare: quite ok but the price was too high for such a product for a small startup where we would need 7 accounts from 20 people total...as we do not have a dedicated sales or crm person that was killing it

Vorteile:

there were good reviews so copper made it to the shortlist in selection for a CRM tool

Nachteile:

the features seemed to be good 2 years ago but the development of the product seemed to be not evolving also compared to Nethunt the pricing was double so it lost mainly on the market price

Sam
Sam
Head of Digital Marketing in USA
Verifizierter Nutzer auf LinkedIn
Freizeit, Reisen & Tourismus, 11–50 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Basic CRM, looking for automated workflows, look elsewhere!

2,0 vor 5 Jahren

Kommentare: Copper is our CRM and is only used for our sales team. Our products are a mobile app and website that generate leads that go into Copper in which our sales team is able to qualify and view all communication with prospects and move them along the appropriate pipeline. One of the main problems that Copper solves for us is integrating with Slack and their mobile app to update us real-time of new leads. Also, a nice feature of Copper is their integration with G Suite (since Copper is a Google Product), that keeps track of all communication with each prospect. From a more technical perspective, Copper has a quite robust API that allows us to connect our mobile app attribution platform, Slack, PostgresSQL, and chatbot Intercom.

Vorteile:

One of the main benefits of Copper is real-time reports. We are able to breakdown won and lost revenue amongst our sales team and also account for projected sales revenue based on the opportunities in the pipeline and the expected close rate of those opportunities. Copper has automated actions that allow us to move prospects through pipelines effectively. We set automated reminders and tasks for opportunities based on their pipeline and stage within the pipeline. These reminders and tasks are also emailed and sent as a push notification to each respective lead owner.Copper has automated actions that allow us to move prospects through pipelines effectively. We set automated reminders and tasks for opportunities based on their pipeline and stage within the pipeline. These reminders and tasks are also emailed and sent as a push notification to each respective lead owner. We are a big fan of the Copper newsletters. They provide a clear roadmap of what to expect from them from a product development standpoint and what to expect next. Their emails are easy to digest, and optimized for mobile. Also, they ask for user input that has been integrated into their roadmap.

Nachteile:

While Copper has a quite robust API, they do not have any webhook receiver URLs. In order to effectively communicate data between Copper and another platform is through a paid Zapier account or Tray.io. Automated actions are nice, but the work flow automations are extremely limited. We are not able to send users automated emails, push notifications when they enter a new stage of a pipeline. More direct integrations with messaging services - transactional + marketing email services, push notification platforms, chat services.

Artem
Artem
Founder in USA
Verifizierter Nutzer auf LinkedIn
Computer-Software, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Good, well-balanced small business CRM

5,0 vor 3 Jahren

Vorteile:

Copper is feature-rich and did everything we wanted it to do to manage sales at a relatively large website. We used Copper to manage leads, convert them to opportunities, track payments, and fulfill our clients' orders. We also set up integrations with Slack and Google Forms, which made it much easier for clients to reach out and for us to track progress and discuss projects in a single tool (Slack).

Nachteile:

Pricing could be more competitive, but compared to Salesforce, it's probably not bad at all.

M. Woodrow
M. Woodrow
Vice President in USA
Verifizierter Nutzer auf LinkedIn
Marketing & Werbung, 11–50 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Keep it Simple Stupid

5,0 vor 3 Jahren

Vorteile:

Simple Easy to use Integrates with Email Minimalistic yet still feature heavy Provides actionable sales process data

Nachteile:

Which it dealt with duplication a little bit better

Verifizierter Rezensent
Verifizierter Nutzer auf LinkedIn
Marketing & Werbung, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung
Quelle: GetApp

More than I'll ever need

5,0 vor 4 Jahren

Kommentare: Great. It has been hassle-free and has helped us stay organized.

Vorteile:

The product is very clean and simple to use. On top of that, every little detail can be customized.

Nachteile:

For whatever reason, support seems to be hard to reach. Any questions that come up usually take 2 days to be answered.

Phil
Sales Manager in USA
Lebensmittelproduktion, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Sales for Organic Maple Syrup

4,0 vor 3 Jahren

Kommentare: Great tool for the price and for a team.

Vorteile:

A very essential tool, pretty easy to use for Sales CRM.

Nachteile:

Lots of features are not needed for the basic sale of a grocery product. Would like to link a People of a Company to be the Companies Primary Contact. so there is only one entry for that in the Company. Wish saved files could be viewed and not just downloaded.

Ramiro
Operations Coordinator in USA
Informationstechnologie & -dienste, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Operations Coordinator Opinion

4,0 letztes Jahr

Kommentare: We had a very good experience but we quit using it because of the price. It was too much for our needs. Though the features were amazing to have.

Vorteile:

The integration with gmail is great. In our company we use google accounts, so using Copper extension; the CRM automatically update your contacts with the emails you send. It is very easy to maintain the leads updated.

Nachteile:

The pricing was quite expensive. The basic plan is not good enough so you need at least the mid tier plan which may be expensive if you don't want to expend too much money. Sometimes they have discounts but they only last a few months.

Joshua
Operations Manager, Sales in Indien
Informationstechnologie & -dienste, 201–500 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

Great product, built on the best email provider!

4,0 vor 4 Jahren

Kommentare: - We used to use Pipedrive before Copper however when we got to know about this tool we have been really pleased with the decision to migrate to this tool
- I carried on the migration for my company and I faced little to no challenges in order to migrate my data
- Since, we need to work on it daily it is really a good experience to handle this tool
- Feed back from the team has been great as well.

Vorteile:

-Best thing about it is the seamless integration with Gmail and the plugin that it provides within the email. - Really like their training / help centre - Workfllow automation is great, been using it a lot - Get good reports out of these, especially the sales forecast and activites

Nachteile:

- If I were to point out, it would be that they do not have a continuous support over livechat on weekends for certain hours. - There isn't a direct way to get a report out of copper for any opportunities that have been moved to a particular stage at a particular time

Timothy
COO in USA
Professionelles Training & Coaching, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Hooked in by Gmail integration, Pushed Away by Lack of Features

2,0 vor 4 Jahren

Kommentare: The icing on the cake for us with Copper (which had an easier to remember name when it was called Prosperworks), was that we decided to cancel and reached out about ending our contract. Since we did it after the end of the 2nd year of our contract, we were now committed for a 3rd year. We had to remember to do so a month in advance of the end of our 1 year. Now, anyone who is in SaaS knows that this is insane. This is a self-setup system (I may have spoken to a person once). The only reason to do this is to take advantage of your customers. This is a terrible practice and I wish we had never made the mistake of engaging with them.

Vorteile:

We embraced Copper even though it was a little pricey for a small business and required us to commit to a year. Our main reason for using it is that everyone in the company has to at some points be a salesperson and we thought that a tool built for Gmail would be the best option.

Nachteile:

When we started to seriously use the software for more than big contracts and started to reach out to a lot of prospects, the holes in the system were glaring. There are a ton of small things that just drove us crazy. We ended with tons of duplicates. To eliminate them you have to export to Excel, etc. Not fun and not realistic. Any mistakes during data imports caused all sorts of data problems. There is no automating of drip email campaigns. The navigation is so confusing. We spent a lot of time figuring out where we clicked to get to a particular screen and how to replicate it. I found myself being super careful to do the exact same thing every time because it shows leads, contacts, accounts and opportunities in an alternating left-right fashion that is just confusing. The absolute biggest is that there are no reports that give you any insights into how your email is performing, which is odd because they've written blog posts on the importance of doing so. All you can see is a running list of who opened your email or didn't. It is like looking at a terminal window for error messages.

Antwort von Copper

vor 4 Jahren

Hi Timothy, thanks for the thorough review. We're very sorry about the experience you've had with our team in the past, and we're doing everything we can to make things right. We understand Emilia from our team reached out and was able to connect with you to better understand where we could better improve and address the hurdles you've run into. We're happy to hear the lines of communication were open and extend that offer to you beyond Emilia's initial outreach. Thanks again.

Nathan
Nathan
Managing Director in USA
Verifizierter Nutzer auf LinkedIn
Marketing & Werbung, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung
Quelle: GetApp

OK product. TERRIBLE customer service. DECEPTIVE cancellation policy

1,0 vor 3 Jahren

Kommentare: OK product. Terrible company to do business with. Avoid.

Vorteile:

Attractive, easy to use, with good G-Suite integration.

Nachteile:

Labyrinthian cancellation process with UI designed to lead users as far away from a successful cancellation as possible. No confirmations of cancellation in UI or emailed. No user viewable record of cancellation. I was billed for 10 months after I thought I cancelled. When I tried to login after noticing the charges, I was unable to even after attempting to reset my password (No user exists). I explained the situation to customer service and they reset my account and told me they weren't able to discuss refunds for the past 10 months until I processed another cancellation on my reset account. I did so and was billed AGAIN two days later. When I contact customer service, they said that per their policy, not only was that charge valid, but that I would be charged AGAIN next month before charges stopped. When I asked about a refund for the past 10 months, they said that I should have cancelled and when I said that I did, they said prove it. I told them that their system does not generate cancellation emails and they said that per company policy, they would provide no refunds without proof of cancellation. PROOF THAT DOESNT EXIST BECAUSE THERE IS NO RECORD OF CANCELLATION EMAILED TO YOU OR AVAILABLE IN THE APP.

Antwort von Copper

vor 3 Jahren

Thank you for taking the time to submit a review. As a result of your feedback here and on other sites, and as a result of similar feedback from others, we have taken significant steps to improve as follows: 1. We hired a new VP of Customer Success, who took this problem on immediately. 2. He instituted 3 additional renewal email reminders: 90 days, 45 days, and 30 days before renewal 3. If the email reminder bounces due to account ownership changes, we assign the case to a Success Manager to track down the current owner to ensure the renewal notices are delivered 4. We adjust the renewal period not to start until we have confirmation that the account owner has been notified. 5. We rewrote our terms of service to make our policies more clear 6. We worked with support to provide clearer instructions on how to cancel an account. 7. We increased our support staff by 50% to make it easier for customers to get in touch. We wish you all the best in your future endeavors.

Roger
Owner in USA
Kapitalmärkte, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung
Quelle: SoftwareAdvice

Congrats Copper! You are now officially the worst customer service!!! Great job being a FAILURE!!!!

1,0 vor 2 Jahren

Kommentare: I have emailed and used the customer service bot on the website over 20 times since July to ask a basic question. Copper refuses to answer my question.  It is not humanly possible for a human to be as rude and stupid as the bot that never answers my question!!!  In my 30 years in business Copper by far has the worst customer service on the planet!!! Even worse than Pac Bell had back in the 1990’s and it was not possible to have customer service as dumb as theirs until Copper came along!!!!

Vorteile:

Google Integration is what I liked the most! I used to love proper works then it became Copper. Taking away customer service is a major Blunder!!!! Don't do business with copper unless you have plenty of time to waste hours of your life and cost you and your business tons of money in wasted production time.........

Nachteile:

Which dumb-ass executive wakes up one day and takes away customer service!!! Are you that ignorant that you believe your bot works????

Antwort von Copper

letztes Jahr

Hi Roger, Thank you for taking the time to share your feedback. We're sorry to hear you've had this frustrating experience, and will review our processes to ensure they deliver better support for our customers. I've shared your information with the customer support team and they will reach out directly to hopefully resolve this issue. Wishing you all the best, Melanie at Copper

Drew
Drew
Director of Sales in USA
Versicherung, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Great CRM for Gmail Users

5,0 vor 5 Jahren

Kommentare: Great company with an excellent support team always available. Offer monthly training and update webinars as well.

Vorteile:

Love this CRM as it integrates easily with Gmail. Good ways to customize the pipelines and customer management options.

Nachteile:

Does take some time to set everything up and need to add on a few features to have it customize the way you want.

Antwort von Copper

vor 5 Jahren

Thank you for the kind words, Drew. Taking into consideration your cons for the product and see how we can work to make it better. Thanks again!

Josh
Data Integration & Sales Support Architect in USA
Finanzdienstleistungen, 51–200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

A great CRM for a small to mid-sized company

4,0 vor 2 Jahren

Kommentare: Copper has been a great experience overall. Their Customer Success Managers are the most helpful, prompt and friendly people whenever there's a hiccup with Copper. The price per user is a bit expensive

Vorteile:

What I like most about Copper is its built-in connectivity to all things Google. Auto-logging calendared events, easily adding files to records from our Google Drive, using the Copper add-on to easily push data out to Google Sheets and then Google Data Studio...it's great.

Nachteile:

I believe Copper needs to focus on tightening up existing features before rolling out new features to compete with other platforms. There's a delicate balance between building new things and maintaining what already exists and I feel that sometimes their focus is too dedicated towards building new.

Connor
Technical Systems and Team Support Manager in Kanada
Verifizierter Nutzer auf LinkedIn
Tierarzt, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Flexiable and Easy to Use

5,0 vor 4 Jahren

Kommentare: We've been able to create multiple ticketeing systems and pipelines to track ROI on new promotions and programs.

Vorteile:

The flexibility the software offers through customization and its automated workflows make both your job as an admin, and your everyday user's lives so much easier. It's also so incredibly easy to learn even on the higher technical end it isn't challenging.

Nachteile:

A number of the support articles are very outdated, especially in regards to the various integrations you can make, but reaching out to support usually fixes this.

Maria
Executive Assistant in USA
Bau, 2–10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

Not that Great

3,0 vor 6 Jahren

Kommentare: This is sold as limiting data entry, and it does a little. Maybe more once we get very familiar and are not trying to back track so that we can just use one system and not two while we get the other set up. I have to say that the OnBoarding that they provide is very good, and I like that they are able to provide that. I think some of the pitfalls are simply because it is web hosted and that comes with its own assortment of issues.

Vorteile:

I like that I (theoretically) can see emails that were sent to a client even if I was not included, it makes it more helpful when I am trying to find information, or figure out what the status of a client is. The automated tasks are useful if you do them right.

Nachteile:

It is constantly syncing and if you are a fast typer it will delete what you have written while it was syncing sometimes. That is incredibly frustrating. It's also not a totally intuitive system, it is obviously still in its early stages and therefore a little clunky. Also, if you are not an admin you have basically no power to add things that you might need in a sort of random situation. I have to go to my admin all the time to add things that I need, and maybe it is only for one client, but I need that field or option or automated task and I am not allowed to add it myself. You are unable to view more than one client in the small side bar of an "opportunity", and you are unable to see their names when just looking at the opportunity. Also the terms that they use are very salesy, and not very customizable or people oriented. The customization of how you view things also seems very limited. I like being able to view all my contacts by last name, that isn't really easily possible with this. It's just an adjustment but it would be a lot better for me if it was not something that I had to adjust to. It is web hosted so if you are not somewhere with wifi or data you can't access anything.

Praveen
Software Engineer in Indien
Verifizierter Nutzer auf LinkedIn
Informationstechnologie & -dienste, 10.000+ Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung
Quelle: GetApp

ProsperWorks is one of the best CRM solutions I used so far

4,0 vor 6 Jahren

Vorteile:

Has a standardized graphical user interface. Has superb marketing feature. It is simple to install the setup and doesn't require much training on its usage. Helps you track leads and automatically sending them notifications, thereby increasing the sales. It is cloud-based and is integrated with Google applications making it easy to track all the interactions with your clients, Mailchimp, linked in. You can create and notes for each lead. It has a feature, wherein you can check if a prospect has opened your mail or not. The customer service and support team are very responsive. Each of the client’s profile comprises relevant information in addition to the previous conversation threads. Pipeline reporting helps large businesses. You can prioritize and plan all your events and meetings and set up task reminders. As it is integrated with Google products, manual data entry is avoided and it has helped in saving time and minimizing errors.

Nachteile:

One of the main drawbacks of this CRM is that it lacks call integrations. The reporting feature needs upgradation.

Julia
Senior Account Executive in USA
Computer-Software, 51–200 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Loved my experience

5,0 vor 2 Jahren

Kommentare: Copper was easy to use and get started with. Customer service was not good. Lots of minor feature additions would've made a big impact, but we also didn't get much support so many we just weren't optimizing the product.

Vorteile:

Copper was easy to use and get started with. It was great having it as a way to manage accounts and coordinate across my team and major step up from our previous tool.

Nachteile:

Customer service was not good. Lots of minor feature additions would've made a big impact, but we also didn't get much support so many we just weren't optimizing the product.

Andrea
Office Manager/Inside Sales in USA
Großhandel, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Copper is a great tool for the office.

5,0 vor 3 Jahren

Kommentare: We love Copper and use it daily. Great CRM program.

Vorteile:

We like the ease of use for this program as we are sales reps and need to have names for all our customers along with tracking emails and notes. We also have the apps on phones for those out in the field.

Nachteile:

I only really wish there was a way to easily merge contacts.

Mohit
Business development manager in Indien
Informationstechnologie & -dienste, 201–500 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

So far the best CRM

5,0 vor 4 Jahren

Kommentare: Great platform to manage the leads an opportunity. Seamless experience as it integrates with gmail.

Vorteile:

The drag and drop feature for opportunities works the best. Eg: Qualified lead to pricing sent etc. The integration with Gmail is fantastic. No need to go to the actual Copper website to create a lead or an opportunity, it can simply be done from your gmail page. The files column helps to keep all documents at one single place for review. Also, the tag functionality works for me very well in terms of a collaborative effort on a specific opportunity.

Nachteile:

Logging the task of an opportunity even once you have marked it as done. I feel this is unnecessary

Robert
Managing Partner in USA
Finanzdienstleistungen, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Great for Google Integration

5,0 vor 3 Jahren

Kommentare: Good, when I have asked for "support" they have gotten back to me quickly.

Vorteile:

If Google is your email service then Copper is the best CRM System.

Nachteile:

Tagging cross contacts. I have investors and borrowers, and the ability to take what my investor says on the file and cross it over to the borrower's file would be nine.