Copper reviews

I work with hundreds of clients in LATAM. Prosperwork is a great support to manage my company.

Opmerkingen: I work in a service company that offers hardware and software solutions with hundreds of clients in LATAM. Prosperwork is a fundamental support for the management of our company, it allows us to follow up on the objectives set, measure deviations, marketing actions and contact with our customers.

Pluspunten:

Prosperwork is a CRM, which works in the cloud, which allows improving the sales management of any company. Among the most brilliant features is the complete merger with the Google Suite, but that articulation does not stop there, it also has the option of integrating with other web tools such as MailChimp, on cloud solution for handling email marketing campaigns, which makes an essential support tool for the work of our marketing department. It also offers synchronization with Dropbox, which makes it easy to transfer information through the tool. Due to being a solution on cloud, you can follow up, in real time, the work of the sales department. Contributing to the making of early decisions, avoiding the deviation from the goal proposed by our board.

Minpunten:

We are very satisfied with the solution presented by this software, to the point of not having found ourselves before anything we want to do and can not do it in the tool. Although it is intuitive, it can be a bit confusing to use in the first few changes. Then, everything flows with a lot of precision and speed. The main reason for this situation is the large number of options and configurations that can be made in Prosperwork.

Intuitive, Inclusive & Scalable

Opmerkingen: 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.

Pluspunten:

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

Minpunten:

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

Eerder overwogen alternatieven: TOP PRODUCER, BoomTown en HubSpot CRM

Redenen om voor Copper te kiezen: Contactually really only kept you nurturing leads but didn't incorporate pipeline management along with transaction and data management effectively.

Overgestapt van: Contactually

Redenen om over te stappen op Copper: The amount of features and intuitive layout of the program was easily the most scalable as we grow, and the best value monetarily as well!

Copper Has Failed

Opmerkingen: A CRM is a great thing, but Copper has not delivered! The software is unreliable, the customer service has fallen short. What we were promised is not what we have received. It is too bad, because I love a lot of the features.

Pluspunten:

It is easy to use, once you get the hang of it. Good customization. Phone App. Copper integrates with all things Google.

Minpunten:

The Software isn't solid! In a matter of 6 weeks the CRM has had 2 major malfunctions, called "bugs" according to Copper support staff. 1)People Records Malfunction - I am the admin of this software and the person responsible for uploading 28 years of Legacy Data (all of our customer records). In attempting to update some of the outdated contact info changing phone numbers and addresses, emails etc. which I populated into Copper from various spreadsheets, work order lists, Quick Book records, and email contact lists. The "People" records began to malfunction; phone numbers literally began jumping around. Example, I would open someone's customer's record and another customers number would populate, I would end up calling the wrong customer. Copper engineers have been "working" on this for a month, still no fix. 2.) Opportunity Pipeline Malfunction - Imports are mapping to the wrong Pipeline. I have hundreds of business opportunity records, Google sheet based spreadsheets, that I am attempting to import (bulk) thousands of cells of data to the CRM, despite properly mapping the import (correct methods on my part) this crucial business information imports to the wrong pipeline & tons of data is lost in the process. This is huge, if you can't import and map your customers spreadsheet records (bulk) you have to hand enter each record. What should take 5 mins will take days/weeks/months! This has been going on for over a week now, and no one at Copper seems to care.

Copper

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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.

Eerder overwogen alternatieven: Salesforce Sales Cloud

Redenen om voor Copper te kiezen: If you have ever used ACT, you will understand why.

Overgestapt van: Act!

Not the standard CRM / Project Tracking

Opmerkingen: We use Copper to manager our existing customers. We do not add new customers often, just account management really. We also use it to track commercial projects. It's two completely different uses. We use Opportunities as commercial projects. It would be nice if People/Companies could be segmented as different types with different visible fields. We group a lot of fields and have to toggle open/close based on the type of person being entered.

Pluspunten:

Our company uses the Google Suite of apps so integration with our current setup was extremely easy. We had a single implementation person assigned to our account and she was extremely helpful and responsive. Also the customization options were very useful.

Minpunten:

The canned reports were not useful to us. We had to build our own through Google Analytics. However the Copper team have recently been upgrading their reports, with the ability to create custom reports now. It's much better.

Eerder overwogen alternatieven: Dynamics 365

Redenen om over te stappen op Copper: The integration with Google is what sold it to us.

Basic CRM, looking for automated workflows, look elsewhere!

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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.

Eerder overwogen alternatieven: ActiveCampaign, Salesforce Sales Cloud en HubSpot CRM

Redenen om over te stappen op Copper: I didn't have much authorization in the selection of Copper, however, I have looked into switching costs and leaving Copper due to their limited workflow automations. Hubspot and Salesforce look more robust and integrated with our other marketing tools. We are too sunk in with Copper into Slack, our backend, and current sales process to switch over and learn again. As a result, we have decided to stick with Copper and wait anxiously for their new product updates.

I really like Copper

Opmerkingen: For us it all hinges on Opportunity tracking - which we modified into a "start-to-finish/inquiry-to-money-collected" tracker. We don't use the project management or task management.

Pluspunten:

The Google integration and drag and drop pipelines/stages are what sold me. It didn't take long to learn and start modifying it for our activity/information needs. The mobile version is more than adequate and the whole UI is well done. Like all good software, I'm sure there are features and shortcuts we don't use enough, but basically, it is more than suited for what we use it for; Customer information and job process tracking.

Minpunten:

These cost more money - via upgrade; Mailchimp integration, adding many custom fields, and better than limited reporting. We run the Basic version.

Eerder overwogen alternatieven: Zoho CRM, Insightly en HubSpot CRM

Redenen om over te stappen op Copper: It was the best UI, Google integrated, flexible one of what we looked at.

Copper - CRM

Opmerkingen: Overall, a very good CRM. It has all the functionality and tools I need to manage the sales process.

Pluspunten:

Copper is a solid CRM with lots of features to help handle your sales funnel from start to finish. You can sort/filter and run lists, export lists, and manage tracking of interactions, schedule follow ups and keep track of emails.

Minpunten:

There are a few key features on Copper that are not intuitive/user friendly. It's not that they are difficult, but features could be better marked and highlighted as to how to do certain things on the platform. I wish it had better tracking to manage a sales team.

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

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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?"

A lifesaver for small companies!

Opmerkingen: I highly recommend Copper to companies who are looking to spend less time organizing touchpoints and more time doing the actual work at hand. Copper makes customer tracking and communications simple and has been a pleasure to work with.

Pluspunten:

- Couldn't be easier to implement (went live same day) - Automatically gathers contact information for quick reference and reporting - Easy-to-design email templates, scheduling, pipeline creation

Minpunten:

- Logging in sometimes takes a few tries - Chrome extension sometimes does not automatically login (deters use) - More clear-cut pipeline design for product adoption (could be more customizability for business needs)

Copper is helping me keep track of my customers

Opmerkingen: Overall it has been helpful to keep track of my contacts. I wish that there were more features for the lower price point, like marketing and email features.

Pluspunten:

I like that it syncs to my Gmail and automatically goes back through 1 year of communication to add all those emails to my connections with my contacts. The Gmail extension makes it super easy to add new contacts to my CRM and keep track of our conversations. It also makes it easy to keep track of leads and opportunities and what stage they are at. The Task function is nice how it adds to-do items to my calendar and sends me reminders. That is helpful so I don't forget to do things daily.

Minpunten:

It's pretty expensive for only one user and many of the best features of it are only available for the higher pay level. Also, it's doable to use from Gmail on a phone but not easy. I wish the app extension worked better.

Eerder overwogen alternatieven: Salesforce Sales Cloud en HubSpot CRM

Redenen om voor Copper te kiezen: Mailchimp was really just my email list and I couldn't use it as a proper CRM to keep track of leads and projects, etc.

Overgestapt van: Mailchimp

Redenen om over te stappen op Copper: Syncing to gmail automatically.

Sales for Organic Maple Syrup

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

Pluspunten:

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

Minpunten:

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.

Eerder overwogen alternatieven: HubSpot Marketing Hub en Insightly

Redenen om voor Copper te kiezen: Copper (Prosperworks) is much better.

Redenen om over te stappen op Copper: Better team integration. Better Gmail intergration.

OK product. TERRIBLE customer service. DECEPTIVE cancellation policy

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

Pluspunten:

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

Minpunten:

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.

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

Opmerkingen: 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!!!!

Pluspunten:

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.........

Minpunten:

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

Great CRM for Gmail Users

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

Pluspunten:

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

Minpunten:

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

Eerder overwogen alternatieven: Salesforce Sales Cloud

Redenen om voor Copper te kiezen: Company was growing and needed a better CRM

Overgestapt van: Freshdesk

Redenen om over te stappen op Copper: Gmail integration and cost.

Prosperworks CRM

Opmerkingen: There was confusion from the beginning as to who my main point of contact was to get started. I had an initial person, then interacted with two others. None were able to assist with questions about merging my domain name email with my gmail account. The CRM software specifically caters to gmail users. That was fine as I had set up my domain name email to send/receive via my gmail account. None of the support persons were able to advise or confirm if Prosperworks would still work with my domain email via gmail. I was instructed by one of them that I would need to also subscribe to the paid Google for Business service. From the onset I was asked and confirmed I was only interested in the level. As I'm a new agent in Real Estate, and I would be the sole user, I did not need, nor could afford the bells and whistles. One of the key selling points was the ability to track and see when my emails were opened. At no point in my various conversations with 3 different consultants was I told that this feature was only available at the price point. It was only after I had installed the software and inquired about the missing feature that I was told I wasn't eligible. Also, the ongoing question about the integration of my domain name email address was never satisfied. After playing around with the app, importing contacts and setting up both my gmail and domain name email in the app during the free trial period, I discovered that I would need to pay for an additional account for the "second email" even though it was me the same person. My take-away was that I would need to pay for each additional subscriber. When compared to others like Hub Spot, this is simply a bad deal. At no point during the onboarding process was this explained until I was ready to confirm payment/my own personal email issues. I was told a supervisor who would be more knowledgable would be in touch. It was around a week later I heard from a supervisor. By then I had moved on. I informed her that I had discovered HubSpot and would be using that as my CRM moving forward. HubSpot is free and also comes with the feature to track opened emails. The supervisor told me that HubSpot was NOT a CRM. It is. So, in the end I would not recommend Prosperworks. It seems this app is too new and the support team is lacking in knowledge. At the basic level of it's not worth it when compared to others that offer the majority of the same features for free.

Pluspunten:

useful if you use gmail exclusively.

Minpunten:

lack of knowledgable support team. too expensive when compared to other CRMs

Everything I need for success in one platform

Opmerkingen: At first the learning curve with Copper CRM was difficult especially since I had been trained in other softwares. The video tutorials were a great help! At this time and after the learning curve I am very happy with my overall experience with Copper. I use it daily and enjoy how I can personalize the features to suit my sales and relationship management needs.

Pluspunten:

There are a few features in which I like most about the Copper CRM software. Firstly, the opportunities pipeline feature. This is a great tool in following the journey of prospective members and new members. When moving throughout stages of the platform intergrations allow for tasks to be automated with intergrations to Gmail. Which leads me to my next favourite feature which is the Gmail intergration and Zapier intergrations. This allows for my workflow to become much easier, built-in interaction tracking, and more. The email templates are a huge plus too!

Minpunten:

It was previously the dashboard, but the recent upgrade which allows for a customizable dashboard is a wonderful added value.

Eerder overwogen alternatieven: Salesforce Sales Cloud en HubSpot CRM

Redenen om over te stappen op Copper: Intergrations, automations, and price.

Finally, a CRM a sales guy can live with

Opmerkingen: This is the easiest to use most intuitive CRM system that I have ever worked with in the 25+ year career. I especially like the automatic integration with GSuite (gmail & calendar). I like the user interface and workflow to move opportunities through the sales process. The online support team have been great to work with and seem quite knowledgeable about the product.

Pluspunten:

I like the simplicity of how it is laid out. It was easy to customize to some of my company's unique requirements. Because it automatically syncs to my email and calendar, it eliminates hours of typical data entry that I have been frustrated with other systems. The integration with Linkedin is also a nice feature when I am entering leads.

Minpunten:

There are a few advanced features that I wish were available at the basic level. Otherwise, the product is too expensive at higher levels.

It doesn't get easier to enter your contacts into a CRM than Prosperworks

Pluspunten:

We all live in our inboxes these days, right? This is where the greatness of Prosperworks comes in. All you have to do is roll over the email address of a contact in your Gmail (using the Prosperworks Chrome extension) and with one click, you can add a contact to your database. *Bye* data entry! It's also very intuitive as it automatically asks once you've added someone to your contacts whether you want to create an opportunity or task reminder for that person to ensure that you are monetizing your lead gen and staying on top of potential clients. The system also looks at who you've been in contact with recently and asks if you want to add them to your database. Again, with just one click, you're growing your database regularly. Mass upload of contacts is simple and easy, as is exporting contacts. There are a lot of automation options available such as Mailchimp and virtually anything else that is available to connect on Zapier. Email templates with mergtags are easy to set up. Lots of customization options across the board.

Minpunten:

It doesn't manage duplicates at all, which can be a bit of a drag. Email templates cannot include attachments or HTML. It's easy to lose your place when going down the list of contacts as the page has a tendency to refresh and start at the top as you navigate between contacts and sections. Reminders have limited options for when they are triggered.

i wish i never paid for this product

Opmerkingen: this is a half done crm
they are good at selling but support is terrible

Pluspunten:

it works well with gmail, that is about all

Minpunten:

set up help- non existent customer support- chat only, they take a long time to respond no way to communicate with team through copper they suggested we set up a slack account, but then did not know how to integrate this is just a shitty crm

Exceptional! I tried every major platform (plus a few minor ones) over a year and chose ProsperWorks

Opmerkingen: Most importantly, this platform has dramatically increased our ability to effectively and easily pursue sales leads longer and better than we were able to do previously. This has translated into more sales. Sales is what it's all about.

Pluspunten:

Most platforms are either too simplistic or WAY too complicated (think SalesForce). Prosperworks is lives in the Goldilocks zone of "just right". We are a medium size company that cannot afford a full time CRM engineer, so perhaps my decision would be different under these circumstances. But I have had nothing but a great experience with using ProsperWorks. Also, it's highly intuitive and the architecture is designed such that you do not have to click through things to get to other things. From nearly any point in the platform you can create entries or access the information you need. This saves a lot of time over the course of the day.

Minpunten:

My complaints are small and business-specific. The issues I have are unique to our business model. The good thing is that the engineers at PW have been able to create customized programming and workarounds to solve most of our problems.

Loved my experience

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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.

Copper is a great tool for the office.

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

Pluspunten:

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.

Minpunten:

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

Eerder overwogen alternatieven: Zoho CRM, Salesforce Sales Cloud en HubSpot CRM

Redenen om over te stappen op Copper: easier platform for what we needed it to do.

Daily Copper user

Opmerkingen: Great very user friendly. Love the phone all and also the integration with mail chimp

Pluspunten:

I love that I can integrate with google and a lot of other 3rd part apps. Also having the cell phone app is key

Minpunten:

I have not run into a lot of issues using copper

Eerder overwogen alternatieven: Zoho CRM

Redenen om voor Copper te kiezen: not integrable with he new 3rd parry apps we started to use and the cost

Redenen om over te stappen op Copper: pricing and functions

Great for Google Integration

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

Pluspunten:

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

Minpunten:

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.

Eerder overwogen alternatieven: Salesforce Sales Cloud

Redenen om over te stappen op Copper: Cost at the time