Copper Reviews

Good, well-balanced small business CRM

Pros:

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).

Cons:

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

Great Product, good for productivity

Comments: Copper is a great platform that works well for my needs and the needs of our company.

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.

Selection of a CRM Tool for emerged startup

Comments: quite ok but the price was too high for such a product for a small startup where we would need 7 accounts from 20 people total...as we do not have a dedicated sales or crm person that was killing it

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

Pipeline let's go

Comments: Overall experience it's positive. Of course there are more features that I need to explore. I will do that when I upgrade my version.

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.

Copper - Keep everything in 1 place

Comments: IT has been really good so far. Any issues I have I reach out for help

Pros:

It keeps everything organized that I need in 1 place

Cons:

Can't send more the 200 emails at a time

Copper Review

Comments: Out of all of the CRM software companies we have worked with, copper has been the most useful for our business and everyday use.

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.

I really enjoy working with copper

Comments: I use Copper everyday with work. It has information on every event we book. Mostly I have an exceptional experience.

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.

Easy to use

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.

Easy Data and contact storage

Comments: It is beneficial and helps in data sotrage and details for projects. Ease in informational content

Pros:

The auto email logging and linking to clients and contacts

Cons:

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

Copper makes my life easier!

Comments: Copper makes my life easier. I have had nothing but good experiences with the software and highly recommend it to anyone with a large or small organization.

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.

Easy onboarding, extremely tight integration with GSuite, but complete fail on email tracking

Comments: Happy with the tight and transparent integration with GSuite, but cancelled due to the failure of email tracking.

Pros:

We bought Copper (previously Prosperworks) to get CRM integrated with GSuite. Copper excels here: using the Chrome extension, you get transparent integration of Copper contact and activity tracking into GSuite, which works especially well with small teams. You can set up your own sales funnels, forecasting and project tracking, and everyone can see all the activity they are authorized for.

Cons:

We wanted email tracking. While Copper offers rudimentary and amateurish tracking, they have completely abandoned the feature, despite continuing to describe it on their site. Worse, the feature is getting worse over time, which points to an out-of-control development process. For a more complete exploration, check this thread: [SENSITIVE CONTENT HIDDEN] We canceled after 3 years due to this issue.

Copper Review

Comments: It has been great so far. Everything is straight forward and I enjoy the compatibility with Google

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

I have Increasing my efficiency and business organization

Comments: 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.

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.

Copper Review

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

Pros:

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

Cons:

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.

The solution that simplified my business life.

Comments: 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.

Pros:

I like it because I can easily adapt to the specific needs of my company and customize the different categories and workflows.

Cons:

Well, I have experienced certain difficulties with data synchronization on certain occasions but I still like it.

Easy-to-use CRM

Comments: Copper works amazingly well for small & mid-size business organizations using Google Workplace, Gmail & other Google apps.It is a strong CRM solution which is simple & logical to use. Recording & accessing sales data is largely simplified with Copper. You get the freedom to integrate extensions/ add-ons from different vendors/ customers & log sales data in one place. The interface is easy-to understand and use, Copper offers a handy sidebar to search for tasks, track emails, business opportunities, prospective leads and companies.

Pros:

The best feature of Copper is that it adapts the look & feel of Google apps. Being a regular user of Google Workplace & Gmail, it has resolved many of our concerns. Copper integrates directly into Gmail so we don't have to leave our inbox every time to seek its access. This helps us in saving time and getting more work done. Additionally, Copper is highly incremental in organizing data with least time and effort. It offers an excellent import feature for the mass upload of our client data not just from MS Excel but also from the other platforms like Salesforce & LinkedIn. Copper serves as a personal assistant for suggesting potential leads.

Cons:

Copper goes dysfunctional at times while working with the Google apps. Importing data from other sources is a tedious and time-taking task all together. Loading time lags and search errors are frequent. Sometimes, extracting the relevant data is irksome via filters and it tends to impede our reporting process in the organization.

Hooked in by Gmail integration, Pushed Away by Lack of Features

Comments: 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.

Pros:

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.

Cons:

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.

Copper for Small Business

Comments: 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.

Pros:

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.

Cons:

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.

A great CRM for a small to mid-sized company

Comments: Copper has been a great experience overall. Their Customer Success Managers are the most helpful, prompt and friendly people whenever there's a hiccup with Copper. The price per user is a bit expensive

Pros:

What I like most about Copper is its built-in connectivity to all things Google. Auto-logging calendared events, easily adding files to records from our Google Drive, using the Copper add-on to easily push data out to Google Sheets and then Google Data Studio...it's great.

Cons:

I believe Copper needs to focus on tightening up existing features before rolling out new features to compete with other platforms. There's a delicate balance between building new things and maintaining what already exists and I feel that sometimes their focus is too dedicated towards building new.

Extremely Limited

Comments: 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

Pros:

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

Cons:

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

Excellent management for Sales Teams!

Comments: 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.

Pros:

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.

Cons:

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!

Copper for Commercial Real Estate

Comments: It has been super easy to customize and utilize for prospects, clients, and my deal pipeline. My current goal is to get 1000 Companies fully detailed in Copper and then I will start using key features such as email campaigns.

Pros:

Integrates with email effortless. Track every email sent to prospect or client - even emails exchange prior to adding them into the CRM.

Cons:

There is no easy way to attach properties to Companies / Person like an APTO does. However, for us, client management vs tracking properties is more important.

Has helped me get my marketing leads in order

Comments: 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.

Pros:

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.

Cons:

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.

Navigating Screens

Comments: Helping our Sales Department follow up on Sales Leads, in a timely manner with both new and old customers.
Keeping up with actual Lead to Sale Ratios, Projected Sales Quotas, etc.

Pros:

Customer Service, I am a technically challenged Gram of 3, who all can run rings around me in the technical department, that is, if it is pertaining to the games, photos, Social Media sites, etc. Copper Customer Service has been most helpful and understanding with me~learning to navigate pages!

Cons:

The most aggravating thing I complain about is not being able to see or find my data after entering and not being able to actually see it has been done!

This is the best CRM for a small business I have ever used

Pros:

Ease of use, Flexibility, Multi Businesses can be operated from the same database. This system is easy to customize and automate. I like that it can be automated to other programs I use using Zapier or direct links to the software through API. It is also most useful because it integrates well with Gmail. Training team members is easy and straightforward. Their support tools make bring new people onto the system effortless. Each channel of sales can have it's own steps process to complete a sale. You can do reports by each Channel.

Cons:

Support tickets take too long to process. Rather than just provide an answer to your request, the system contacts you to make sure you still have the question open and then you must refresh the ticket. Seems to be a glitch in their Zhen Dest process. Because I am in China doing some work, I find this most irritating. I cannot seem to get them to fix this problem. I wrote a letter to the president of the company after he wrote me wanting to know my opinion of the system but he never answered. The company is growing quickly and that is good but sometimes it also causes delays in getting the little things fixed. Over all though, I give the company a 5 start rating for effort, design, support and usefulness.