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.
I like the simplicity of how it is laid out. It was easy to customize to some of my company's unique requirements.
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.
Reviews filteren (577)
The CRM for sales team on Gsuite
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.
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.
I'd like to see a better native integration with an email automation software
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.
Operations Coordinator Opinion
Opmerkingen: We had a very good experience but we quit using it because of the price. It was too much for our needs. Though the features were amazing to have.
The integration with gmail is great. In our company we use google accounts, so using Copper extension; the CRM automatically update your contacts with the emails you send. It is very easy to maintain the leads updated.
The pricing was quite expensive. The basic plan is not good enough so you need at least the mid tier plan which may be expensive if you don't want to expend too much money. Sometimes they have discounts but they only last a few months.
Opmerkingen: It does the trick and is a good value for the product.
It integrates nicely with GSuite. It's also very customizable.
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.
Middle Child of the CRM World
Opmerkingen: Nothing to get excited about, if it wasn't for the client who insisted on using it, I wouldn't even have thought of it
It's inexpensive and the Google integration
Everything feels extremely limited with no flexibility or even room for movement
I have Increasing my efficiency and business organization
Opmerkingen: 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.
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.
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.
Opmerkingen: I set up all of my meetings and have all of my business and many of my personal contacts set up in Copper.
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.
A bit expensive. No ability to attach files to emails sent within the system. Files can be attached if using Gmail.
Eerder overwogen alternatieven: Zoho CRM
Redenen om over te stappen op Copper: Its ability to integrate with Google products.
4 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.
Fabulous CRM product for Gmail users
Easy to trial product. Sales support team was very helpful. Not too pushy.
Software has exceed my expectations.
Easy to set up and use, great UI. The tight integration with Gmail is really the killer feature for us.
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 ..
Easy to use, great customer support, I would recommend this for any sales business
I sue this on a daily basis and have become very fond of the product. I cant think of any cons about this CRM
A simple, easy-to-use and intuitive CRM
Opmerkingen: It is good to explore new software, in this case testing this new ecosystem so far generates a great comfort for us.
The best thing is its interface, it is very friendly and easy to use. It allows you to concentrate your work in one place and not get saturated managing several applications at the same time.
The cost may be slightly high if you were to compare it to others, but it makes up for it with its close link to Google that allows for data synchronization and faster customization since most of them handle Google products.
The solution that simplified my business life.
Opmerkingen: 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.
I like it because I can easily adapt to the specific needs of my company and customize the different categories and workflows.
Well, I have experienced certain difficulties with data synchronization on certain occasions but I still like it.
easy to use, decent value
Opmerkingen: Good. The support is good. I havent taken enough time to really understand how to maximize it.
Easy to get started. Easy to import. Easy to learn with good documentation.
Not being able to have an attachment to a group email. No SMS tracking. Appointment reminders are email. There has to be a better way. It is pretty expensive when you add in the cost of gSuite, per seat.
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!!!!
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.........
Which dumb-ass executive wakes up one day and takes away customer service!!! Are you that ignorant that you believe your bot works????
9 maanden geleden
Hi Roger, Thank you for taking the time to share your feedback. We're sorry to hear you've had this frustrating experience, and will review our processes to ensure they deliver better support for our customers. I've shared your information with the customer support team and they will reach out directly to hopefully resolve this issue. Wishing you all the best, Melanie at Copper
Beware, especially when it comes to pricing
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.
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.
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."
Hooked in by Gmail integration, Pushed Away by Lack of Features
Opmerkingen: The icing on the cake for us with Copper (which had an easier to remember name when it was called Prosperworks), was that we decided to cancel and reached out about ending our contract. Since we did it after the end of the 2nd year of our contract, we were now committed for a 3rd year. We had to remember to do so a month in advance of the end of our 1 year. Now, anyone who is in SaaS knows that this is insane. This is a self-setup system (I may have spoken to a person once). The only reason to do this is to take advantage of your customers. This is a terrible practice and I wish we had never made the mistake of engaging with them.
We embraced Copper even though it was a little pricey for a small business and required us to commit to a year. Our main reason for using it is that everyone in the company has to at some points be a salesperson and we thought that a tool built for Gmail would be the best option.
When we started to seriously use the software for more than big contracts and started to reach out to a lot of prospects, the holes in the system were glaring. There are a ton of small things that just drove us crazy. We ended with tons of duplicates. To eliminate them you have to export to Excel, etc. Not fun and not realistic. Any mistakes during data imports caused all sorts of data problems. There is no automating of drip email campaigns. The navigation is so confusing. We spent a lot of time figuring out where we clicked to get to a particular screen and how to replicate it. I found myself being super careful to do the exact same thing every time because it shows leads, contacts, accounts and opportunities in an alternating left-right fashion that is just confusing. The absolute biggest is that there are no reports that give you any insights into how your email is performing, which is odd because they've written blog posts on the importance of doing so. All you can see is a running list of who opened your email or didn't. It is like looking at a terminal window for error messages.
4 jaar geleden
Hi Timothy, thanks for the thorough review. We're very sorry about the experience you've had with our team in the past, and we're doing everything we can to make things right. We understand Emilia from our team reached out and was able to connect with you to better understand where we could better improve and address the hurdles you've run into. We're happy to hear the lines of communication were open and extend that offer to you beyond Emilia's initial outreach. Thanks again.
Copper for Small Business
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.
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.
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.
Eerder overwogen alternatieven: Salesforce Sales Cloud
Redenen om voor Copper te kiezen: IT person at company wanted to switch.
Overgestapt van: QuickBooks Time
G-Suite compatible single-purpose CRM for small businesses
Opmerkingen: 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.
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.
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.
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.
useful if you use gmail exclusively.
lack of knowledgable support team. too expensive when compared to other CRMs
Flexiable and Easy to Use
Opmerkingen: We've been able to create multiple ticketeing systems and pipelines to track ROI on new promotions and programs.
The flexibility the software offers through customization and its automated workflows make both your job as an admin, and your everyday user's lives so much easier. It's also so incredibly easy to learn even on the higher technical end it isn't challenging.
A number of the support articles are very outdated, especially in regards to the various integrations you can make, but reaching out to support usually fixes this.
Redenen om voor Copper te kiezen: The old program was just not cutting it. It wasn't mobile-friendly or as customizable as Copper.
Redenen om over te stappen op Copper: Customization, ease of use, and price
Not that Great
Opmerkingen: This is sold as limiting data entry, and it does a little. Maybe more once we get very familiar and are not trying to back track so that we can just use one system and not two while we get the other set up. I have to say that the OnBoarding that they provide is very good, and I like that they are able to provide that. I think some of the pitfalls are simply because it is web hosted and that comes with its own assortment of issues.
I like that I (theoretically) can see emails that were sent to a client even if I was not included, it makes it more helpful when I am trying to find information, or figure out what the status of a client is. The automated tasks are useful if you do them right.
It is constantly syncing and if you are a fast typer it will delete what you have written while it was syncing sometimes. That is incredibly frustrating. It's also not a totally intuitive system, it is obviously still in its early stages and therefore a little clunky. Also, if you are not an admin you have basically no power to add things that you might need in a sort of random situation. I have to go to my admin all the time to add things that I need, and maybe it is only for one client, but I need that field or option or automated task and I am not allowed to add it myself. You are unable to view more than one client in the small side bar of an "opportunity", and you are unable to see their names when just looking at the opportunity. Also the terms that they use are very salesy, and not very customizable or people oriented. The customization of how you view things also seems very limited. I like being able to view all my contacts by last name, that isn't really easily possible with this. It's just an adjustment but it would be a lot better for me if it was not something that I had to adjust to. It is web hosted so if you are not somewhere with wifi or data you can't access anything.
OK but Deceptive Contract/Billing Terms
Opmerkingen: Overall experience was OK until we needed more robust marketing automation, which Copper just couldn't do. Our biggest issue was with their deceptive and poorly worded TOS. They try to require you to cancel 30 days IN ADVANCE of the renewal date, but send no notification of that at that point, nor do the poorly written terms clearly state that. We attempted to cancel prior to the renewal date and were told it was too late. Find me another SaaS product that attempts to require 30-day advance notice of cancellation. Extremely poor customer service in this respect. They are not to be trusted and we would never recommend Copper to anyone.
The GMail integration provided an effective way to manage and track interactions
There is virtually not internal reporting functionality or ability to drill down within the available reports to understand what's happening.
Eerder overwogen alternatieven: Pipedrive
Redenen om over te stappen op Copper: GMail Integration
ProsperWorks is one of the best CRM solutions I used so far
Has a standardized graphical user interface. Has superb marketing feature. It is simple to install the setup and doesn't require much training on its usage. Helps you track leads and automatically sending them notifications, thereby increasing the sales. It is cloud-based and is integrated with Google applications making it easy to track all the interactions with your clients, Mailchimp, linked in. You can create and notes for each lead. It has a feature, wherein you can check if a prospect has opened your mail or not. The customer service and support team are very responsive. Each of the client’s profile comprises relevant information in addition to the previous conversation threads. Pipeline reporting helps large businesses. You can prioritize and plan all your events and meetings and set up task reminders. As it is integrated with Google products, manual data entry is avoided and it has helped in saving time and minimizing errors.
One of the main drawbacks of this CRM is that it lacks call integrations. The reporting feature needs upgradation.
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.
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.
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.
Copper: The CRM tool for Google G Suite users
Opmerkingen: Lead management with a dashboard instead of searching in my mailbox for important mails.
The seamless integration with Google G Suite makes this tool a terrific CRM tool. Now that Copper also has add a Project Management tool makes it even more beautiful.
I don't know any cons for Copper. I don't have any negative experiences so far for this Google G Suite CRM tool.
Satisfied although they need to evolve a bit more
Opmerkingen: If you want a good solid system, inexpensive, that is distributed amongst free google functions get it. We looked at a lot of crms and pick this one.
We are a small two-person firm needing a simple crm to manage our clients. Prosperworks/Copper works for us. We can enter companies and people and attach notes. We have installed it under a Google G Suite account so we use Gmail for mail, Google calendar, Google contacts and Google Drive. P/C integrates with all of these and works fine. Updates in the crm propagate to gmail and contacts. It also logs emails under the right person. P/C has a facility for Tasks (which we don't really use - it is a bit lunky) , Leads and Opportunities which we don't use so we can't comment on them. Since you are not using a big crm it is very inexpensive yet gives us everything we need.
Some obvious things which I assume will be fixed soon. No Birthdays. Its default is to sort by first name! It would be nice if changes to Google Contacts would propagate back to P/C but if you are using the crm then not really an issue. Also it would be nice if it logged phone calls and DocuSign stuff for free but I think you can get that through paid add-ins.
Excellent management for Sales Teams!
Opmerkingen: 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.
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.
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!