Copper

Pros

Copper helps create an easy follow-up and sales process while being cheaper than most CRMs

Cons

It's a little confusing to figure out how to use at first

Pros

How incredibly easy it is to use yet how powerful it is. Its design is so intuitive that there really isn't a learning curve, I understood it instantly!

Cons

It doesn't allow me to customize the product as much as I'd like. I've designed software in the past and I tend to change software to suit my unique needs.

Pros

It's very straight forward and has decent functionality for a small business that isn't ready for an expensive, customized CRM.

Cons

Feels clunky at times, some limited features.

Pros

- Great UI -- faster, easier, and better real estate
- Great pricing for the small business owners
- Propagate info when converting leads to clients
- Ability to add custom fields (Very important for our industry!)
- Ease of creating automation of tasks, emails, and workflow
- Tasks are integrated into our calendar enforcing front-of-mind & completion
- Control access by teams and individuals (critical for our contract basis model)
- Create webforms/widget to generate Leads directly onto the system. (But must have your own website)

Cons

- Does not allow you to create custom reports without higher package
- Does not have ability to see if client has opened the email. It only log emails related to the contact.
- Does not have built-in mass email and tracking

Pros

Easy, clean integration with Gmail. Fast. Collaborative features are great for teamwork.

Cons

No folders for email templates. Full sync with MailChimp can get costly quickly as the tiers jump you quickly up if your email audience is decently sized.

Alternatives Considered

Reasons for Switching to Copper

Pros

Organization and Clarity. Easy to understand and the filtering system is very efficient.

Cons

Chat bot. Difficult to get in touch with an actual person on the phone.

Pros

I like the UI design, the sorting features, the categorical colouring, and the consolidation of information/files. I also like that list item selections persist even after interacting with items, unlike classic spreadsheets like Excel and Sheets.

Cons

I hesitate to filter my lists because it feels sort of irreversible to an extent. I know it's not, but the act of going into the filter menu, changing pre-existing filters, and then pressing "update filter" *feels* hard to reverse. Subconsciously, I feel like if I changed my filter, I'm afraid of forgetting what it used to look like. I end up just sorting my column of interest alphabetically/numerically and then scrolling down the sorted list to the keyword I wanted to focus on. It would be cool if the filtering UX was a little less "daunting." I hope that makes sense!

Pros

The most use we get out of copper is the ability to track conversation and email threads relating to projects.

Cons

There seems to be some holes in analyzing data. Not the easiest thing to do. I also with you could send out weekly reports that show each individual project changes.

Pros

Copper is great because it integrates really well with google and the google suite.

Cons

I do not like that the app has very limited functionality. Doing sales on the go without my laptop is highly difficult. I rely on copper a lot to stay focused.

Pros

I like how vast it is. How much information is handy.

Cons

I find it somewhat frustrating to search Copper. Especially for events with multiple dates.

Pros

Ease of use and its strong and seamless integration with Google suite.

Cons

Personalized customer support when needed.

Pros

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

Cons

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.

Alternatives Considered

Reasons for Choosing Copper

Switched From

Reasons for Switching to Copper

Pros

Copper lets me do everything within Chrome--creating contacts, opportunities and tasks; following up with leads; tracking projects; searching for all of the above. It has saved time, built efficiency, and boosted our revenue.

Cons

Customized fields aren't "smart." That is the only thing I can think of!

Pros

My use of Copper for work, allows me to stay organized with keeping track of where I am with my leads and tasks. It helps me be more time efficient as well.

Cons

I like that copper provides email tracking and link click tracking. I wish my company would upgrade to this link tracking feature.

Pros

Its simple to use and has all the information that we need

Cons

There are some functionality I wish to see from copper like being able to export the Pipeline Records

Alternatives Considered

Reasons for Switching to Copper

Pros

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.

Cons

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.

Pros

It's inexpensive and the Google integration

Cons

Everything feels extremely limited with no flexibility or even room for movement

Pros

It is extremely intuitive and easy to use. I didn't have to invest hours learning how to use new software, this is great.

Cons

What I liked least about the system is that despite its excellent integration, it can sometimes be less customizable than others on the market.

Pros

The best thing about Copper is its seamless integration with Gmail email. I can automatically add emailing contacts to my account and see the entire history of past interactions with a customer in one place. I also love how I can add notes and reminders to each contact to follow up in a timely manner.

Cons

sometimes the search for contacts can be a bit slow. However, this is not a big problem and does not significantly affect the overall user experience.

Pros

I like that we can access the software via mobile device and easily navigate. We have an option to customize contact type, details or information as needed. We can filter our leads and track them in a pipeline. We even have an option to export our data and easily track them in a sheet. The UI is very friendly and easy to use.

Cons

Setting up drip campaigns, sequence emails can be quite difficult for beginners. At first, the integrations confused me but the customer support representatives are very attentive and helpful.

Alternatives Considered

Pros

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).

Cons

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!

Pros

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

Cons

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.

Pros

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.

Cons

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."

Pros

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!

Cons

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

Alternatives Considered

Reasons for Switching to Copper

Pros

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.

Cons

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 .

Pros

How attentive they are in helping you and most recently their drive to further improve the platform. They're growing into becoming a major player.

Cons

The interface and some of the intel features. Seemed too rigid and lagged behind some other players but they're addressing all that now and quickly at that.

Pros

So easy to use! Love the automatic tasks to remind me to get things done!

Cons

A lead/contact can be added multiple times. Would be nice if there would be a trigger that the lead already exists and is assigned to someone else.

Pros

simple UI, good integration market for automating related tools

Cons

simple UI is also clunky and at times nonfunctional

the gmail extension breaks some basic gmail functionality which I reported probably 2 years ago at this point, with no resolution

the customer service is slower than before and literally no one wants to talk to a bot

the reporting tools are rudimentary, and i follow a concise 26-step process using the Copper API to extract customer emails when breaking down by certain criteria... not exactly user-friendly

Alternatives Considered

Reasons for Choosing Copper

Switched From

Reasons for Switching to Copper

Pros

I like Copper because it integrates seamlessly with Google Workspace. It's user-friendly, quick to set up, and automates repetitive tasks and workflows. Additionally, fields and reports are easily customizable.

Cons

One limitation is that not all fields can be included in reports. This can be frustrating for users who need comprehensive reporting capabilities, as it restricts the ability to analyze and gain insights from all available data. Users might have to find workarounds or use additional tools to obtain the full scope of their data analysis needs.

Pros

The feed lets me know what is going on, and being able to edit records inside of lists is convenient. I also like the email tracking when it is functioning.

Cons

The reports are not very intuitive or easy to navigate, and the email tracking sometimes doesn't work.

Pros

It keeps everything organized that I need in 1 place

Cons

Can't send more the 200 emails at a time

Pros

Copper is very useful for our business to track out opportunities and have communication between all teams.

Cons

We did have an issue with our filters. When we move a job to "Won" you have to do it 3 times in order for it to disappear from the column but the Copper helpline is always able to help us reset our filters.

Pros

Without a doubt, Copper is the greatest. Despite being simple to use and easy for the team to embrace, it has a lot of power below.

Cons

Records that are inadvertently erased cannot be retrieved. If you unintentionally erase all of your contacts without performing a manual backup, that's bad.

Pros

The auto email logging and linking to clients and contacts

Cons

Emails will auto link to incorrect opportunities with the same contact.

Pros

Copper provides a comprehensive suite of tools that allows me to track existing clients, identify opportunities, and communicate with different audiences based on their customer profile. It is highly customizable, allowing my to create a unique workflow for my needs. However, the best feature is Copper's ability to sync with my Gmail-based work account, capturing all conversations with clients.

Cons

Copper's highly customizable setup is also its downfall: there aren't many resources for training to the specific needs I may have. In other words, Copper's training modules are very generic; their support is geared around how to use the platform instead of speaking to a specific need Also, there are Q&A forums and office hours with staff support, but there aren't many video tutorials. I learn best by following along in a guided exercise, but there aren't many video tutorials.

Other

Pros

You have a great user design and it's super easy to get things done.

Cons

Pipeline. I think there a lot of things to improve there. I don't if I make a comment on the company pipeline that comment does not appear on the company profile as well.

Pros

Copper is so easy to use! It helps me stay organized and make sure that nothing is missed. It works so seamlessly that I have never even needed tech support. Highly recommend.

Cons

Honestly, I have not found any cons thus far. I have been using Copper for almost 4 years now.

Pros

there were good reviews so copper made it to the shortlist in selection for a CRM tool

Cons

the features seemed to be good 2 years ago but the development of the product seemed to be not evolving
also compared to Nethunt the pricing was double so it lost mainly on the market price

Pros

Copper is intuitive to use, provides great visuals, and enables impeccable analysis.

Cons

There are no problems with Copper just people inputting information wrong.

Pros

Ease of use and integrations with my various other systems/software

Cons

Have to pay for support via zoom but the chat bot function works pretty well

Pros

Love the user interface and the addition of features like automated emails recently

Cons

Seems to fall behind in functionality compared to industry leaders like Salesforce

Pros

I love that we are able to track everything related to a specific client. Every email, text, phone calls, task, state a case is in, etc. You can also make calls straight from the mobile copper app! So convenient. The administrator is able to customize the contacts to include what is necessary for their type of business. It also shows when some created a task, assigned a task, completed it.

Cons

The only issue I can complain about is not about Copper itself but about the extension I have installed to chrome. I love that I can sync/relate emails to copper contacts so that all correspondence related to a contact shows up on that individuals copper—especially since we receive emails from courts, prosecutors, etc. and it’s helpful to sort the emails to the correct contact in copper. My main complaint is that once you “relate” an email to copper, you can’t unrelate it. Since we have hundreds of active cases at a time and we receive hundreds of emails daily, it’s easy to accidentally relate it to the wrong person. The only fix I’ve found is that you can delete the email in the copper contact feed (it does not delete it from Gmail) but it does leave a block in the feed that says “this email was deleted” which of course doesn’t look good. Really wish there was a way to unrelate emails altogether.

Pros

I love how it keeps everything so organized and neat!

Cons

There is nothing I dislike. I think it does a fantastic job.

Pros

THE ABILITY TO SEE ALL THE INFORMATION FOR THE CONTACT, THE PROJECT AND MORE IN ONE PLACE,

Cons

IT HAS ALOT OF PERSONALIZED OPTIONS THAT CAN BE A LITTLE OVERWHELMING.

Pros

The pipelines make it easy to review the current stage of opportunities to see where bottlenecks occur & to keep opportunities moving.

Cons

Glitchy filters for activities in opportunities. The messages are not filtered according to the checked filters. They need to be unchecked & rechecked every time an opportunity is selected in order to display correctly. It is very frustrating.

Pros

Usability, great program for sales and keeping track of your customers.

Cons

None, I haven't ran into any issues using copper/

Pros

Easy integration with other docs, easy to navigate the site

Cons

A bit fussy about searching for a name if spelling is incorrect

Pros

It's cost effective and much cheaper than the alternatives

Cons

The livechat feature isn't live. It takes a few hours to get a response

Pros

- How easy it is to learn. I use google for everything else so this was a breeze to learn

Cons

- Not much at the moment, nothing I don't like about it

Pros

The platform allows you to create a profile for each client, obtaining data not only from Gmail, but also from google. It also allows to make calls from the profile of each client, as well as having all the history of conversations, appointments, past and future. We can also create flows of activities easy to work with the drag and drop option.

Cons

The process of integrating other applications, which are not associated with google, was difficult for us, but customer service knew how to guide us to solve it. Its learning curve can be high, due to its overwhelming design, maybe if they improve its interface, it would be friendlier to use.