Over Copper

Focus met Copper en Google op relaties en niet op dossiers. De enige CRM die is ontworpen voor, gebruikt door en wordt aanbevolen door Google.

Meer informatie over Copper

Pluspunten:

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

Minpunten:

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.

Beoordelingen van Copper

Gemiddelde score

Gebruiksgemak
4,5
Klantenservice
4,3
Functies
4,1
Waar voor je geld
4,1

Waarschijnlijkheid van aanbeveling

8,1/10

Copper heeft een totaalscore van 4,4 van 5 sterren op basis van 554 gebruikersreviews op Capterra.

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Reviews filteren (554)

Scott G.
Scott G.
General Manager in Australië
Geverifieerde LinkedIn-gebruiker
Informatietechnologie en -diensten, 11-50 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer

The CRM for sales team on Gsuite

5,0 2 jaar geleden

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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

Overwogen alternatieven: Pipedrive, Salesforce Sales Cloud en HubSpot CRM

Redenen om voor Copper te kiezen: I kept losing track of my conversations and follow up actions.

Overgestapt van: Google Sheets

Redenen om over te stappen op Copper: Salesforce clunky, very expensive and the team hated it. As a small business we didn't use 30% of it. Pipedrive was ok, but very simple and seemed to suit a very small team. It lacked multiple pipelines and didnt have the integration to Gsuite that Copper provided. Hubspot free was very simple and the full paid version of hubspot was super expensive. I didn't need the marketing features at all. Copper also had a better user experience and gsuite integration.

Michael C.
CEO in VS
Gezondheid, wellness en fitness, 2-10 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer

The ONLY Fully-Integrated CRM Solution for Google Workspace

5,0 5 maanden geleden

Opmerkingen: 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!

Pluspunten:

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).

Minpunten:

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.

Overwogen alternatieven: Zoho CRM, Insightly en HubSpot CRM

Redenen om voor Copper te kiezen: Eat your heart out, Salesforce. Copper just packed your lunch! If you are looking for a robust CRM/ lead management/ marketing suite that has all the lipstick but WITHOUT the Dev cost of Salesforce et al, then you need to try Copper. We did. And we couldn't be happier. Just try it. You won't regret it.

Overgestapt van: Salesforce Sales Cloud

Redenen om over te stappen op Copper: Copper was the robust, affordable solution to our growing CRM needs. Without the Dev cost.

Geverifieerde reviewer
Account Executive in Colombia
Geverifieerde LinkedIn-gebruiker
Computersoftware, 51-200 werknemers
Heeft de software gebruikt voor: 1+ jaar
Bron van de reviewer

Awesome tool for startups!

5,0 vorige maand Nieuw

Pluspunten:

I like the fact that it was user-friendly and helped me to ramp up our sales operations fast.

Minpunten:

Maybe the fact that their lead gen capabilities were not so good.

Bob J.
owner in
Verzekeringen, 11-50 werknemers
Heeft de software gebruikt voor: 1-5 maanden
Bron van de reviewer
Bron: SoftwareAdvice

Extremely Limited

2,0 6 jaar geleden

Opmerkingen: 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

Pluspunten:

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

Minpunten:

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

Patrick M.
PM in VS
Bouw, 2-10 werknemers
Heeft de software gebruikt voor: 1+ jaar
Bron van de reviewer

Great product for new client prospecting

4,0 2 maanden geleden

Pluspunten:

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

Minpunten:

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

Robert B.
Commercial Business Manager in VS
Bouwmaterialen, 51-200 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer

Not the standard CRM / Project Tracking

5,0 5 maanden geleden

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.

Overwogen alternatieven: Dynamics 365

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

Artem R.
Artem R.
Founder in VS
Geverifieerde LinkedIn-gebruiker
Computersoftware, 11-50 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer

Good, well-balanced small business CRM

5,0 10 maanden geleden

Pluspunten:

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).

Minpunten:

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

Overwogen alternatieven: Salesforce Sales Cloud

Redenen om over te stappen op Copper: Price and simplicity, given how capable it still was for our needs.

Geverifieerde reviewer
Partner / Campaign Manager in VS
Geverifieerde LinkedIn-gebruiker
Management non-profit organisaties, 11-50 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer

Cool Copper

4,0 3 jaar geleden

Opmerkingen: I set up all of my meetings and have all of my business and many of my personal contacts set up in Copper.

Pluspunten:

Copper tracks activity well and ability to make it a custom application for my use is helpful. I also like that it integrates with Gmail our company's email platform.

Minpunten:

A bit expensive. No ability to attach files to emails sent within the system. Files can be attached if using Gmail.

Overwogen alternatieven: Zoho CRM

Redenen om over te stappen op Copper: Its ability to integrate with Google products.

Reactie Copper

3 jaar geleden

Greatly appreciate the review! As for the con you've listed, we do have a feature on the horizon that will address that concern and positively impact Copper users in a big way.

M. woodrow J.
M. woodrow J.
Vice President in VS
Geverifieerde LinkedIn-gebruiker
Marketing en reclame, 11-50 werknemers
Heeft de software gebruikt voor: 6-12 maanden
Bron van de reviewer

Keep it Simple Stupid

5,0 10 maanden geleden

Pluspunten:

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

Minpunten:

Which it dealt with duplication a little bit better

Overwogen alternatieven: Insightly en Pipedrive

Redenen om voor Copper te kiezen: We still use monday.com for project management but it just wasnt the right tool for a sales CRM

Overgestapt van: monday.com

Redenen om over te stappen op Copper: Simplicity of use and customization.

Eric V.
Eric V.
Director and Sales and Marketing in Nieuw-Zeeland
Geverifieerde LinkedIn-gebruiker
Gezondheid, wellness en fitness, 11-50 werknemers
Heeft de software gebruikt voor: 1+ jaar
Bron van de reviewer

Fabulous CRM product for Gmail users

4,0 2 jaar geleden

Opmerkingen: Easy to trial product. Sales support team was very helpful. Not too pushy.
Software has exceed my expectations.

Pluspunten:

Easy to set up and use, great UI. The tight integration with Gmail is really the killer feature for us.

Minpunten:

If you accidentally delete records they cannot be recovered. Not good if you accidentally delete all your contacts and have not done a manual back up ..

Marc-antoine B.
Manager, booking agent, label manager, PR in Canada
Muziek, 2-10 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer

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

5,0 11 maanden geleden

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

Pluspunten:

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).

Minpunten:

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!

Janna W.
owner in VS
Kunst en nijverheid, 2-10 werknemers
Heeft de software gebruikt voor: 1+ jaar
Bron van de reviewer

Copper is helping me keep track of my customers

4,0 2 jaar geleden

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.

Overwogen alternatieven: HubSpot CRM en Salesforce Sales Cloud

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.

Jaimee I.
Office Manager in VS
Marketing en reclame, 2-10 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer

Copper

5,0 2 jaar geleden

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.

Overwogen alternatieven: Salesforce Sales Cloud

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

Overgestapt van: Act!

Reactie Copper

2 jaar geleden

Greatly appreciate the feedback, Jaimee!

Jacqueline C.
Broker/Owner in VS
Vastgoed, 11-50 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer

Intuitive, Inclusive & Scalable

5,0 2 jaar geleden

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

Overwogen alternatieven: BoomTown, HubSpot CRM en TOP PRODUCER

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!

Reactie Copper

2 jaar geleden

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

Dulce L.
Legal assistant in VS
Juridische dienstverlening, 11-50 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer

Amazing CRM!

5,0 11 maanden geleden

Opmerkingen: Overall very happy with this software. Didn’t need any training at all as it’s very intuitive and easy to work with.

Pluspunten:

It is very user friendly, loads quickly and can be used on the go. I love that there’s an app that works smoothly on my iPhone and iPad. This makes us super easy to work on the go or to be able to access info when away from the office. I also love the copper extension that allows me to see if my clients have opened up our emails (it lists each date and time it was opened)

Minpunten:

The only issue I have is that the Copper extension (not the software itself) sometimes marks an email as being read if I open it to link it to an opportunity. Not a big deal, I can usually rule out the “read” notification right after the email was sent because I know it was me. Any other reads are ones our customers triggered when they opened the email. I also wish that the mobile app allowed you to view the customers numbers without having to select the “phone” or “call” option.

Mark B.
Mark B.
Proposal Manager in Canada
Geverifieerde LinkedIn-gebruiker
Informatietechnologie en -diensten, 51-200 werknemers
Heeft de software gebruikt voor: 1+ jaar
Bron van de reviewer
Bron: GetApp

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

5,0 4 jaar geleden

Pluspunten:

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.

Minpunten:

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 .

Michael B.
Associate in VS
Bouwmaterialen, 2-10 werknemers
Heeft de software gebruikt voor: 1+ jaar
Bron van de reviewer

Copper for Small Business

4,0 11 maanden geleden

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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.

Overwogen alternatieven: Salesforce Sales Cloud

Redenen om voor Copper te kiezen: IT person at company wanted to switch.

Overgestapt van: QuickBooks Time

Luis manuel F.
Luis manuel F.
VP Of Sles in Colombia
Geverifieerde LinkedIn-gebruiker
Consumentendiensten, 51-200 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer

Copper nos ahorra tiempo

5,0 2 jaar geleden

Opmerkingen: La apropiacion de la herramienta en el equipo de trabajo nos permitido entender los datos comerciales que a su vez nos permitio mejorar las ventas

Pluspunten:

La integracion con Gsuite nos ahorra tiempo teniendo todo en un sola pantalla nos permite actualizar el CRM mientras trabajamos en el correo electrónico

Minpunten:

Lo que mas me gusta es lo simple de la herramienta pero es super robusta

Overwogen alternatieven: Salesforce Sales Cloud

Redenen om voor Copper te kiezen: NO tenia soporte ni acompanamieto

Overgestapt van: Microsoft Power BI

Redenen om over te stappen op Copper: El tiempo y los costos de implementacion y fue la principal opccion y la integracion con Gsuite

Drew B.
Drew B.
Director of Sales in VS
Verzekeringen, 2-10 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer

Great CRM for Gmail Users

5,0 3 jaar geleden

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.

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.

Reactie Copper (formerly ProsperWorks)

3 jaar geleden

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!

Phil S.
Sales Manager in VS
Voedselproductie, 2-10 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer

Sales for Organic Maple Syrup

4,0 11 maanden geleden

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.

Overwogen alternatieven: HubSpot Marketing Hub en Insightly

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

Overgestapt van: Results CRM

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

Geverifieerde reviewer
Operations in Guatemala
Geverifieerde LinkedIn-gebruiker
Openbaar beleid, 2-10 werknemers
Heeft de software gebruikt voor: 1+ jaar
Bron van de reviewer

Has helped me get my marketing leads in order

4,0 4 jaar geleden

Opmerkingen: Copper has made it easy for me to keep track of my leads. With it's basic functions anyone can use it without reading extensively through a guide or manual. I would recommend it to new businesses because of it's simplicity and inexpensiveness.

Pluspunten:

I've used copper for a while now - it was called Prosperworks when I first started to use it. It was my first CRM and it has helped me get my marketing leads in order as well as showed me how to use a CRM. Since it has simple features it is easy to use and learn and once you get the hang of it you are able to understand bigger and more complex systems so I'd like to think of Copper as a gateway CRM. I love how it integrates with Gmail so that with just one click of a button on the side panel that shows up after you install the Chrome extension and you have the contact's information saved- which spares you the work of manually adding a contact to the platform. The filters are easy to use and the fields can be customized. They even have a "market place" where you are shown information on the contacts whom you've recently exchanged emails with and it gives you the option to save it to your list. The pricing is also reasonable, especially if your company is in its early stages.

Minpunten:

The thing that I dislike most about Copper is the field mapping that needs to get done prior to importing a list of leads via an Excel sheet. If there is one error or if it doesn't recognize the information within a cell then it wont import it and it will give you a pop up window with the option to correct it right then and there. I've found myself fighting with it plenty of times because it wont accept what I'm writing and then I would resort to canceling everything and just deleting that contact from the list to add it manually afterwards just to get the import feature to work. Also it is such a chore to import these lists, you have to click on so many menu items to get to the import function.

Geverifieerde reviewer
Owner in VS
Geverifieerde LinkedIn-gebruiker
Bouwmaterialen, 2-10 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer

I really like Copper

4,0 11 maanden geleden

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.

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.

Allison M.
CMO in VS
Informatietechnologie en -diensten, 2-10 werknemers
Heeft de software gebruikt voor: 1+ jaar
Bron van de reviewer
Bron: SoftwareAdvice

Copper - CRM

5,0 2 jaar geleden

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.

John R.
Owner in VS
Verzekeringen, 2-10 werknemers
Heeft de software gebruikt voor: 1+ jaar
Bron van de reviewer

Basic CRM

4,0 2 jaar geleden

Opmerkingen: Overall experience was good until I knew I was paying more for less.

Pluspunten:

At that time I was looking for a CRM that integrates with G Suite at that time called Google Apps. This was the second CRM I tried.

Minpunten:

You have to play a lof more for the better features that actually completes the CRM. After checking out other companies I realized after using it for more than a year that the CRM is lacking in features.

Overwogen alternatieven: Dynamics 365

Redenen om voor Copper te kiezen: I stop using Office 365 and switched to Google Apps.

Overgestapt van: Dynamics 365

Andrea S.
Membership Animator in Canada
Management non-profit organisaties, 11-50 werknemers
Heeft de software gebruikt voor: 6-12 maanden
Bron van de reviewer

Everything I need for success in one platform

4,0 11 maanden geleden

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.

Overwogen alternatieven: Blackbaud Raiser's Edge NXT, HubSpot CRM en Salesforce Sales Cloud

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