Copper

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.

The CRM for sales team on Gsuite

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

Copper Review

Kommentare: It has been great so far. Everything is straight forward and I enjoy the compatibility with Google

Vorteile:

Its simple to use and has all the information that we need

Nachteile:

There are some functionality I wish to see from copper like being able to export the Pipeline Records

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.

Exceptional Experience with Copper CRM!

Kommentare: I've had a great experience with Copper. Their support team is helpful and always strives to find the best solutions

Vorteile:

I like Copper because it integrates seamlessly with Google Workspace. It's user-friendly, quick to set up, and automates repetitive tasks and workflows. Additionally, fields and reports are easily customizable.

Nachteile:

One limitation is that not all fields can be included in reports. This can be frustrating for users who need comprehensive reporting capabilities, as it restricts the ability to analyze and gain insights from all available data. Users might have to find workarounds or use additional tools to obtain the full scope of their data analysis needs.

Basic CRM, looking for automated workflows, look elsewhere!

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.

Work without copper would be messy

Kommentare: I appreciate the use of Copper in my every day work load. It makes my day to day tasks more organized and work flow more smooth.

Vorteile:

My use of Copper for work, allows me to stay organized with keeping track of where I am with my leads and tasks. It helps me be more time efficient as well.

Nachteile:

I like that copper provides email tracking and link click tracking. I wish my company would upgrade to this link tracking feature.

Best CRM I’ve come across!

Kommentare: Overall I think it’s very user friendly and I love that the app is also very convenient to use. Helps it’s stay organized on the go as well. It also very rarely crashes. I would say it has crashed twice in the 4+ years I’ve been using it.

Vorteile:

I love that we are able to track everything related to a specific client. Every email, text, phone calls, task, state a case is in, etc. You can also make calls straight from the mobile copper app! So convenient. The administrator is able to customize the contacts to include what is necessary for their type of business. It also shows when some created a task, assigned a task, completed it.

Nachteile:

The only issue I can complain about is not about Copper itself but about the extension I have installed to chrome. I love that I can sync/relate emails to copper contacts so that all correspondence related to a contact shows up on that individuals copper—especially since we receive emails from courts, prosecutors, etc. and it’s helpful to sort the emails to the correct contact in copper. My main complaint is that once you “relate” an email to copper, you can’t unrelate it. Since we have hundreds of active cases at a time and we receive hundreds of emails daily, it’s easy to accidentally relate it to the wrong person. The only fix I’ve found is that you can delete the email in the copper contact feed (it does not delete it from Gmail) but it does leave a block in the feed that says “this email was deleted” which of course doesn’t look good. Really wish there was a way to unrelate emails altogether.

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

Really love it!

Kommentare: Really great. Easy to use and super intuitive

Vorteile:

- How easy it is to learn. I use google for everything else so this was a breeze to learn

Nachteile:

- Not much at the moment, nothing I don't like about it

Copper CRM is Way Better than other CRM software I've tried -- and I've tried many.

Kommentare: With me now using Copper CRM, I've found that I can make about 20% more connections during a day because the software is so logically laid out and easy to use. It keeps all the information I need right where it would logically be located. So Copper has saved me time and made me more productive -- and it surprised me.

Vorteile:

Copper is well designed, and very easy to use. It is logical and well laid out. I've tested 7 other products before Copper and they all were too cumbersome and hard to run.

Nachteile:

I don't like having to retype the same address information into the program for a "Person" who I am Adding to a Company that already has that address information in it. There should be a pop-up that asks "Use same address as "Company Name?"

Sales for Organic Maple Syrup

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.

Easy, Powerful CRM

Kommentare: If you are using Google Workspace, this is the simplest and most powerful way to manage your customers.

Vorteile:

Copper lets me do everything within Chrome--creating contacts, opportunities and tasks; following up with leads; tracking projects; searching for all of the above. It has saved time, built efficiency, and boosted our revenue.

Nachteile:

Customized fields aren't "smart." That is the only thing I can think of!

Copper

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.

Highly recommended

Vorteile:

Easy to use, great customer support, I would recommend this for any sales business

Nachteile:

I sue this on a daily basis and have become very fond of the product. I cant think of any cons about this CRM

Maximizing My Productivity and Sales.

Kommentare: Being able to view and update customer information without leaving Gmail is incredibly convenient and efficient.

Vorteile:

It is extremely intuitive and easy to use. I didn't have to invest hours learning how to use new software, this is great.

Nachteile:

What I liked least about the system is that despite its excellent integration, it can sometimes be less customizable than others on the market.

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.

Using Copper as a Real Estate EA

Kommentare: Awesome!

Vorteile:

I like that we can access the software via mobile device and easily navigate. We have an option to customize contact type, details or information as needed. We can filter our leads and track them in a pipeline. We even have an option to export our data and easily track them in a sheet. The UI is very friendly and easy to use.

Nachteile:

Setting up drip campaigns, sequence emails can be quite difficult for beginners. At first, the integrations confused me but the customer support representatives are very attentive and helpful.

Copper for Small Business

Kommentare: I like Copper, it is easy to use and integrated with Gmail. Cloud base allows use any place in the world. Accounts and analysts (people who do nothing but watch what I do) love looking at my copper but hate putting information in system.

Vorteile:

1. Organizes leads, people, and anything for sales. 2. sends reminder emails about presentation or phone call. 3. cloud based, can be done anywhere 4. Task managment 5. easy input with enough infomration on clients. Sometimes find info on leads online.

Nachteile:

1. Can't same attachments for emails. 2. Does not integrate with LinkedIn (App for LinkedIn mixing is terrible). 3. Not enough time to use because focoused on other things for small busines.

OK product. TERRIBLE customer service. DECEPTIVE cancellation policy

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.

Beware, especially when it comes to pricing

Kommentare: Beware of Prosperworks pricing strategy...of course nobody picks up a CRM system for a few months, not if you are making a serious decision for your company. Then, of course, the pricing decision favours the bigger payment annual plan (as opposed to the smaller monthly payment which is much higher on an ongoing basis) so I expect most businesses to opt for the annual plan. But BEWARE of two things:
1) If you terminate at any time then "All charges are final, non-cancelable, and nonrefundable," This means you can sign on annually, use it for a month, give them their required 60 days termination notice, cancel.....but no refund.
2) AUTO RENEWAL. There is no prior notice on the 12 month mark. We had decided not to renew and thought we would get off the system at end of the 12 month period. Unfortunately, we thought we had commenced in March, but it turns out to be February, by which time the annual fee has been already taken from our account...then we are into the NOT REFUND terms. Advice: I don't believe any small company can assess a crm for suitability during the 2 week free period after which we were forced to make a purchase decision. To save money (and we intended to be long term users) we signed on for annual plan. We stopped using the system after 6 months. I'm sure that Prosperworks knows this. This doesn't stop them from auto billing 12 months in advance without prior notice. Now we are paying for 2 years usage, having only used the system for 6 months. More advice...the reason why we didn't immediately terminate from Prosperworks after 6 months (when we stopped using it) is obvious: we need to get our customer data out and that takes time. You should be aware of this as well: "All of Your Content on the Service may be permanently deleted by ProsperWorks upon any termination of your account in its sole discretion." The customer service girl, after listening to my story said today "you can cancel on 60 days notice" but she did not tell me 1) that there would be no refunds (as per ProsperWorks terms) and 2) that they would delete all my data. BEWARE BEWARE BEWARE. This is a marketing trap.

Vorteile:

I thought the gmail integration would be a good idea, it turns out that you have to (almost) click every email attached to the customer to see what is going on and alot of emails are just copies of previous emails. Prosperworks marketing is really good, and the interface and sell looks good. Also, any person who reviews Prosperworks say within 2 months of using the system will likely give 5 starts....I think reviewers should wait a bit and test the system more. In our case, we have now been with the company and the software for over a year.

Nachteile:

I concur with a previous user "3. Messy messy messy. The screen is just jammed packed with data, much of it useless, and it's difficult to find the data you want. Accordions inside of tabs inside of pop-ups? Really? Is that the best way to access the tasks associated with a client? It shouldn't take 3-4 clicks to get to a teeny tiny truncated accordion window of information. We should be able to see and sort through data related to a client within the main window. Bad design."

Copper, formerly ProsperWorks - Great tool for G Suite/Google Apps Users

Vorteile:

I've used Copper (under its original brand) both as a freelance digital contractor and in an agency setting. I found the standalone app to work fine, but there's no comparison to how well it worked with gMail, Google Docs and other elements of G Suite. I read a Forbes article about the rebrand and apparently Copper signals a move for the company where their apps are on Google Cloud, and to better support G Suite, and that seems like great news. If you are an agency using G Suite it seems to be a no-brainer to use Copper to me. Especially for tracking emails and customer conversations related to opportunities. The rebrand caught me by surprise when I was looking for something for a client. The Forbes article sheds some light on the rebrand and evolution. I'm a little biased as I wrote an article once for ProsperWorks, but this review is strictly from my experiences with the app, and the company. They have great customer success follow-up and have many scheduled support resources/weekly webinars to ensure you get the best out of your investment. I don't sell this app, I just was happy with how easy it was to use the tool, I've worked with Dynamics CRM, Salesforce and other CRM apps and I stand by my appreciation for how great this app is for G Suite and for agencies.

Nachteile:

I think the Copper rebrand is a sign of lots of changes for this solution, and the Forbes article says that there are positive changes to further align this solution with the Google ecosystem. I will say that the rebrand was news to me, but I haven't used the app in a month or so now since a recent contract ended .

COPPER CRM - A Great solution to all your sales needs!

Kommentare: COPPER has played a major role in making maintaining my daily input matrix. The overall experience has been great.

Vorteile:

The software is very handy and can help a lot specifically when the number of accounts to be managed are quite higher. It has helped in a lot with maintaining my daily input track.

Nachteile:

The software can be a bit difficult to understand for a new user. You can add some guides or blogs that can help a new user take up the things easily.

Easy to use software that's a good value for your money.

Kommentare: Copper is a great program that I recommend to everyone. It's easy to use, works well, and support is quick and responsive.

Vorteile:

Using Copper is easy and it keeps information well organized and easily accessible.

Nachteile:

The search function needs to be tweeked and is erratic at times. Sometimes I find it's easier to search for a company using a url than their name because using their name doesn't always bring them up.

I love Copper

Kommentare: Copper helps our teams stay on top of client outreach and helps our teams predict our sales pipelines accurately.

Vorteile:

I started at my company in June and I caught onto the program very quickly. It's very intuitive, user friendly, and helps our sales teams to stay organized

Nachteile:

There is nothing that I can think of that is missing from Copper at this time