Copper CRM (Formerly ProsperWorks) Reviews

Copper allows you to fully customize your CRM, with additional fields, drop-downs, etc. Additionally, it is so easy to add these fields "on the fly". You might have thought your CRM was "perfectly set up", only to find out there is another triggering quality or metric you want to track on each account. You can go in and edit your entire CRM to include this new metric and use it immediately.

They tend to provide more live person support within the pre-sales process of your account. Basically answering questions live with a sales person. The people are super knowledgeable, which is fantastic! However, after the sale, they are pretty much gone and on to the next account. The support from there is more of a submit a ticket (at best), otherwise using tutorials via their website. I believe there is a "partner community" as well, but I've never really liked to rely on those myself, for product support. It would be great if they had a small dedicated support team to answer questions live and also shawdow into your account to help you do things. Even if you had to pay for this service (one time or additional as a monthly premium), would be great!

Copper allows me to quickly search for account records, as well as create new ones. The speed at which I can do this helps greatly with productivity. I can search based upon any criteria that I have set up within the CRM.

I appreciate the online chat help. When I run into issues, it is nice to know someone is there to help me.

It's plethora of features are not necessarily easy to use. There is a steep learning curve.

It allows us to track our prospects in an orderly and efficient manner.

We are very pleased with the account management staff and strive to make sure that using the platform is as rewarding as possible. Copper reduces onboarding new customers manually, through a Gmail message or by using a template and collating a large repertoire. Copper is a CRM system that is easy to use and has the ability to generate custom fields, multiple workflows, sales stages, etc. It is really customizable and has a less complex nature compared to other CRMs I have used before. The Google embedding and Chrome extension automatically monitors and updates marketing and marketing jobs that are within the CRM. Data entry is simpler.

I like using copper and there is no way to think of another adversity since going live. We were not able to merge properly with RingCentral, however this is not a big issue. Copper automatically performs information gathering on people and their images when people do an internet search. Sometimes this information is not correct.

Copper is managed by the Sales and Business Development staff of the institution I represent. We had a group of 7 people and we realized that we needed a new CRM program after leaving Salesforce. We did some detailed research and found that Copper was the best alternative to what we were aiming for with our CRM. Copper's CRM is simple to use and also pairs perfectly with G-Suite. The mix with G-Suite items was what really interested us. The number one CRM for companies using G-Suite products is Copper. We use copper for the purpose of generating and managing the accounts we intend to service, activity and opportunity management, and project development on a daily basis.

Copper helped me stay on top of all my contacts, relationships, and processes in a startup endeavor. It is beneficial that it syncs with my gmail account! I've just upgraded for even more usefulness. Another helpful feature that sets it apart from others is the ability to have multiple customizable pipelines.

The pricing for Copper can be a bit expensive but seems comparable to other similar CRM software. The app can feel a bit complex, even overwhelming, when you first start to use it but it is necessary to capture all the parts and relate them together. Once you get familiar with it, it becomes quite easy to navigate.

I needed a CRM that also allowed more than a sales pipeline. As I am developing non-profit programs, I required mulitple pipelines (process tracking) that I could also customize since each process had distinct milestones.

That I can keep a check on my pipeline. I also love its ease of use, having used a number of big name CRMs in my career this is by far the best, it is easy to use and has many extra added benefits and uses that the bigger name ones don't

The way it will assign an email address to a specific company, working with the NHS I have many customers who have a similar email address but from different trusts, I have to keep going back and changing the hospital trust because of this.

I can keep an eye on my pipeline and see at a glance if I need to follow up with a customer as it will change to red, I can easily move them along the pipeline in the cabana view and also keep an eye of the amount of sales I have made that month and where I can get my next sale from

relationship management is super easy. Easy to access all communications and deals from anywhere in google. The pipeline view is very nice as well compared to our previous CRM. It's easy to see everything we have going on at once.

It would be nice if there were more report generating features. Many of our reports don't give us an accurate week by week view of deals confirmed and won. It would be nice if the mobile app could integrate with the google phone apps. Since I have a google phone, it would be nice if google could implement copper into more of their mobile platforms as well.

do research on all the other CRMs and see what fits your work stream and office environment. Some CRMS are. better for smaller companies. Finding a way to test them is very helpful.

We can stay on top of our deals very well. having such a small company that works with a decent sized artist client roster, we could easily get lost in all the deals and inquiries we have coming in. But copper makes it so we don't have to worry about keeping everything in our heads. Also having an app on our phone makes it easy to access things as well.

Tracks leads and opportunities efficiently. Allows you to set tasks accordingly, and set automated tasks based on the stage of each lead/opportunity. Access to invoices and files is quick, easy and convenient. Navigation moves quickly for the most part.

If I open a new tab and start typing in the search bar it bumps me down to the nearest text box (log an activity/note most of the time). Copper can't keep up with me in this regard and I wish it could.

The "plus" sign next to "files" in leads/people/opportunities/companies has disappeared. You can still click where it should be and it will function the same, but it is confusing for new users.

Copper doesn't always recognize duplicate leads/people, which is often annoying.

Again, these are nitpicky items but thought I should bring them up.

Tracking leads/opportinities - not a chance I could do this as efficiently without Copper. Pipeline view and filters show me my most pressing opportunities instantly, which helps with daily/weekly/monthly prioritization.

Copper automatically compiles all my communications, contacts, and relevant info into one searchable source that simplifies EVERYTHING. Our previous system from a competitor was tedious and frustrating.

My one and only issue with Copper is that it has an ever-growing number of features that I don't know yet, and I can't wait to get even better at it! I appreciate the user support resources!

Take the time to learn the features, they are endless and endlessly useful!

Keeping track of thousands of daily emails is impossible. I forget names, I forget to send a PDF, things like that. Copper ensures that I don't need to pressure myself to remember everything all at once.