Copper

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.

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

Eerder 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.

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.

Pluspunten:

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.

Minpunten:

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.

Copper Review

Opmerkingen: It does the trick and is a good value for the product.

Pluspunten:

It integrates nicely with GSuite. It's also very customizable.

Minpunten:

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.

Eerder overwogen alternatieven: Salesforce Sales Cloud en monday.com

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

Pluspunten:

It's inexpensive and the Google integration

Minpunten:

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.

Pluspunten:

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.

Minpunten:

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.