Copper Erfahrungen

Good, well-balanced small business CRM

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.

Thank you Copper!

Kommentare: Overall, I've been really appreciating having Copper around. It's extremely useful for organizing the hundreds of projects I oversee so whenever I have a call with this person or that person, I'm not scrambling to remember the details.

Vorteile:

I like the UI design, the sorting features, the categorical colouring, and the consolidation of information/files. I also like that list item selections persist even after interacting with items, unlike classic spreadsheets like Excel and Sheets.

Nachteile:

I hesitate to filter my lists because it feels sort of irreversible to an extent. I know it's not, but the act of going into the filter menu, changing pre-existing filters, and then pressing "update filter" *feels* hard to reverse. Subconsciously, I feel like if I changed my filter, I'm afraid of forgetting what it used to look like. I end up just sorting my column of interest alphabetically/numerically and then scrolling down the sorted list to the keyword I wanted to focus on. It would be cool if the filtering UX was a little less "daunting." I hope that makes sense!

A decent solution for a small business

Kommentare: Overall, this solution works for our small business.

Vorteile:

It's very straight forward and has decent functionality for a small business that isn't ready for an expensive, customized CRM.

Nachteile:

Feels clunky at times, some limited features.

Copper Review 12/4

Kommentare: Overall it works well for what we need it but it can be a little bit lacking in some departments

Vorteile:

The most use we get out of copper is the ability to track conversation and email threads relating to projects.

Nachteile:

There seems to be some holes in analyzing data. Not the easiest thing to do. I also with you could send out weekly reports that show each individual project changes.

Great Product, good for productivity

Kommentare: Copper is a great platform that works well for my needs and the needs of our company.

Vorteile:

Copper is great because it integrates really well with google and the google suite.

Nachteile:

I do not like that the app has very limited functionality. Doing sales on the go without my laptop is highly difficult. I rely on copper a lot to stay focused.

Selection of a CRM Tool for emerged startup

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

I really enjoy working with copper

Kommentare: I use Copper everyday with work. It has information on every event we book. Mostly I have an exceptional experience.

Vorteile:

I like how vast it is. How much information is handy.

Nachteile:

I find it somewhat frustrating to search Copper. Especially for events with multiple dates.

Easy Data and contact storage

Kommentare: It is beneficial and helps in data sotrage and details for projects. Ease in informational content

Vorteile:

The auto email logging and linking to clients and contacts

Nachteile:

Emails will auto link to incorrect opportunities with the same contact.

Great for CRM, especially with Gmail management

Kommentare: Overall, I like Copper and its capabilities. I just wish its training programs were more robust.

Vorteile:

Copper provides a comprehensive suite of tools that allows me to track existing clients, identify opportunities, and communicate with different audiences based on their customer profile. It is highly customizable, allowing my to create a unique workflow for my needs. However, the best feature is Copper's ability to sync with my Gmail-based work account, capturing all conversations with clients.

Nachteile:

Copper's highly customizable setup is also its downfall: there aren't many resources for training to the specific needs I may have. In other words, Copper's training modules are very generic; their support is geared around how to use the platform instead of speaking to a specific need Also, there are Q&A forums and office hours with staff support, but there aren't many video tutorials. I learn best by following along in a guided exercise, but there aren't many video tutorials. Other

Copper makes my life easier!

Kommentare: Copper makes my life easier. I have had nothing but good experiences with the software and highly recommend it to anyone with a large or small organization.

Vorteile:

Copper is so easy to use! It helps me stay organized and make sure that nothing is missed. It works so seamlessly that I have never even needed tech support. Highly recommend.

Nachteile:

Honestly, I have not found any cons thus far. I have been using Copper for almost 4 years now.

Pipeline let's go

Kommentare: Overall experience it's positive. Of course there are more features that I need to explore. I will do that when I upgrade my version.

Vorteile:

You have a great user design and it's super easy to get things done.

Nachteile:

Pipeline. I think there a lot of things to improve there. I don't if I make a comment on the company pipeline that comment does not appear on the company profile as well.

User experience

Vorteile:

Ease of use and its strong and seamless integration with Google suite.

Nachteile:

Personalized customer support when needed.

Disappointed on many fronts

Kommentare: I had high hopes when making the transition from Pipedrive to Copper. I was interested in custom reports and overall more customization of the product when compared to Pipedrive. The trial period went well with the software and the help from support in the transition, but ultimately we were pushed to commit to the paid account before we could test everything needed for our business. We paid the annual subscriptions for our team and ended up wanting to leave the CRM after about 6 months because the CRM wasn't meeting our needs after we worked with it for some time. When asking to cancel and refund the balance of payment not used they were unwilling to offer any refund, stating the contract says no refunds :( So we left with a bad taste in our mouths and overall disappointment with the software and support.

Vorteile:

I liked the ability to do customized reporting, gsuite integrations and overall customization of the CRM.

Nachteile:

The customer service was helpful to certain level. They helped us transition through the trial period in the software but ultimately I was pushed to commit to the product before we could fully test everything we needed. The CRM is somewhat cluttered and the UI is a little too subtle. Specifically the opportunities pipeline and tasks due really don't come forward visually because the status color dots for upcoming task, ect are too small and the color contrast is too low. Pipedrive did a much better job at this quick visual communication for the user showing what might be overdue, coming due, etc.

Copper Review

Kommentare: Out of all of the CRM software companies we have worked with, copper has been the most useful for our business and everyday use.

Vorteile:

Copper is very useful for our business to track out opportunities and have communication between all teams.

Nachteile:

We did have an issue with our filters. When we move a job to "Won" you have to do it 3 times in order for it to disappear from the column but the Copper helpline is always able to help us reset our filters.

Luckydog Recreation Copper Review

Kommentare: loving it, fast and easy to navigate and easy to read

Vorteile:

Easy integration with other docs, easy to navigate the site

Nachteile:

A bit fussy about searching for a name if spelling is incorrect

Copper CRM review

Kommentare: Pleased so far but they need to put more into development of features

Vorteile:

It's cost effective and much cheaper than the alternatives

Nachteile:

The livechat feature isn't live. It takes a few hours to get a response

I have Increasing my efficiency and business organization

Kommentare: Automating tasks has greatly improved my efficiency and I am able to set up custom reminders and workflows to ensure that no sales opportunity is missed with this I have been able to stay organized and not miss any important opportunity.

Vorteile:

What I like the most about this platform is that it has an incredible integration with Google applications. As a business that uses Google Workspace for our daily operations, having a CRM that automatically syncs with Gmail and other Google tools is really a huge benefit and that's why I don't have to worry about manually entering every interaction with my customers as with this platform I can automatically record all emails, meetings and tasks in the corresponding contact.

Nachteile:

While the system offers a wide variety of pre-defined reports and data export, I would like the ability to customize the reports a lot more to my needs and while I can get the essential information I need, sometimes I would like more customization options and Flexibility in data presentation.

Copper Review

Kommentare: It does the trick and is a good value for the product.

Vorteile:

It integrates nicely with GSuite. It's also very customizable.

Nachteile:

Copper APIs could use some improvement. Their APIs are sometimes clunky, takes a bit of trial and error to figure out, and difficult to build on top of compared to similar tools.

The solution that simplified my business life.

Kommentare: I really like it, I can set reminders, set tasks and easily track the progress of my sales opportunities, all without having to do tedious administrative tasks, it's great.

Vorteile:

I like it because I can easily adapt to the specific needs of my company and customize the different categories and workflows.

Nachteile:

Well, I have experienced certain difficulties with data synchronization on certain occasions but I still like it.

A must-have CRM tool

Kommentare: Copper has been a very useful tool for our company as it has allowed us to have a more efficient and organized customer follow-up, which has resulted in increased productivity and better collaboration among my team.

Vorteile:

The best thing about Copper is its seamless integration with Gmail email. I can automatically add emailing contacts to my account and see the entire history of past interactions with a customer in one place. I also love how I can add notes and reminders to each contact to follow up in a timely manner.

Nachteile:

sometimes the search for contacts can be a bit slow. However, this is not a big problem and does not significantly affect the overall user experience.

Copper is a great tool for sales, contacts and tasks management

Kommentare: Copper is defenitely a very powerful tool when it comes down to sales and task management. It is easy and instinctive to use!

Vorteile:

As a booking agent and as an artist manager, the 2 things that I enjoy the most with Copper are the Task Manager and the Contact List features. It goes without saying that the contact list manager is a very powerful tool. It is easy to use: whether you just want to browse through the contacts, uplaod/add new clients or even if you need to find a "needle in a haystack". All the filters that you can apply in a research are super helpful! The task Manager is also one of the main feature that I use on a daily basis. I find it super easy and convinient to set up remainders and follow ups. It is also very useful when it comes down to dedicate tasks to colleagues (without having to talk to them, because you can be very clear using the "details" section).

Nachteile:

I think probably the biggest issue I have with Copper is that we are all francophones at Doze Agency. Because the version of the software we are using is in English, we sometimes have problems with some "list management". We sometimes have to use some special caracters in French (for exemple: "é", "è", "à", etc.). Maybe a French version of the software is not an option, but a cool feature would be that the software could associate special caracters like "é" to the letter "e" or a caracter like "à" to the letter "a". I know it may sound strange to some, and I don't know to what extent there are other french speaking users of the software, but it would defenitely be a great plus!

G-Suite compatible single-purpose CRM for small businesses

Kommentare: Copper is strong enough to be helpful and is easy enough for everybody to utilise. It is addressing the requirement to provide details about each of our connections and classify them into various cohorts to be a suitable fit for our events. Regular use of copper surely improves our company's performance. I frequently utilise the mobile app to contact a client when I'm out of the office. I don't have to add contacts on my phone, which is nice.

Vorteile:

Because Copper is user-friendly, teams can easily create enduring CRM habits and practices. It has a minimal UI and is lightweight and quick. It seamlessly connects with the other technologies we use internally, allowing us to automate a variety of tedious manual operations that were previously required. Additionally, it records the ways in which customers discover our company, and I use that information to decide how best to spend our advertising budget. This is an excellent sales tool for small businesses.

Nachteile:

I wish it were simple to trace customer SMS messages. It would be convenient if all customer texts could be forwarded to this location in some way. I don't like that we don't get analytics or the opportunity to plan a follow-up based on the recipient's activity, etc. This would completely alter the situation for copper. Also, there have been a few instances where the connection between Copper and Google Data Studio stopped operating for a week or two, which affected our internal procedures.

Extremely Limited

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.

Excellent management for Sales Teams!

Kommentare: My overall experience with Copper has been great. I've transitioned from customer success to sales over the past few years with Copper and the insight I have at my fingertips is so valuable. I wouldn't be able to keep up with all my leads and customer relationships without it.

Vorteile:

Copper is very user friendly, and easy to implement across different levels of experience for teams. Once you're set up, the CRM gives full insight and transparency to what's going on with my leads at every stage of their lifecycle. I couldn't manage all my leads at scale this easily without Copper.

Nachteile:

At first I wasn't a big fan of the reports I had available (maybe personal preference here), but it has been recently overhauled and I am enjoying them now. Reports give me the data insight at a glance that our team needs for meetings. That tells me they are always keeping an eye on big impact updates!

Easy-to-use CRM

Kommentare: Copper works amazingly well for small & mid-size business organizations using Google Workplace, Gmail & other Google apps.It is a strong CRM solution which is simple & logical to use. Recording & accessing sales data is largely simplified with Copper. You get the freedom to integrate extensions/ add-ons from different vendors/ customers & log sales data in one place. The interface is easy-to understand and use, Copper offers a handy sidebar to search for tasks, track emails, business opportunities, prospective leads and companies.

Vorteile:

The best feature of Copper is that it adapts the look & feel of Google apps. Being a regular user of Google Workplace & Gmail, it has resolved many of our concerns. Copper integrates directly into Gmail so we don't have to leave our inbox every time to seek its access. This helps us in saving time and getting more work done. Additionally, Copper is highly incremental in organizing data with least time and effort. It offers an excellent import feature for the mass upload of our client data not just from MS Excel but also from the other platforms like Salesforce & LinkedIn. Copper serves as a personal assistant for suggesting potential leads.

Nachteile:

Copper goes dysfunctional at times while working with the Google apps. Importing data from other sources is a tedious and time-taking task all together. Loading time lags and search errors are frequent. Sometimes, extracting the relevant data is irksome via filters and it tends to impede our reporting process in the organization.