Copper

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

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.

Great product for new client prospecting

Vorteile:

Copper is easy to sync with Gmail and email notifies the user when tasks are due.

Nachteile:

The software works great while working within the Google Suite but if you are operating on a different platform it is restrictive.

Needs a Lot of Work

Vorteile:

The ability to create pipelines and track emails was good.

Nachteile:

There are a lot of things I didn't like about this software. First, it lacked basic functionality and integrations that many competitors have. As a CRM tool, it didn't have very important, basic features for email outreach. On top of this, the customer service was lackluster, and the reporting feature was even worse. I no longer use Copper and have switched to another platform.

The ONLY Fully-Integrated CRM Solution for Google Workspace

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.