Copper Reviews

Pros

It works as a plug-in for Gmail. That sounds odd at first, but it actually works great assuming most of your sales activity happens by email - because you can add contacts, companies and opportunities (and access all email history with those contacts) with just a few clicks.

Cons

The sidebar takes up too much space when working on a laptop with a small screen (so I turn it off).

Alternatives Considered

Pipedrive

Reasons for Choosing Copper

Recommendation of a friend.

Switched From

Trello

Reasons for Switching to Copper

Gmail integration

Pros

Full functionality within Google Workspace plug-in (Gmail, Calendar). Ability to pull a list view of Opportunities, Leads, etc and update individual records without leaving the screen (HUGE time-saver).

Cons

Import function needs work in the area of duplicate management and add/ overwrite tags. Third-party integration with Zapier makes this seamless but can add unnecessary expenses.

Alternatives Considered

Zoho CRM, Insightly and HubSpot CRM

Reasons for Choosing Copper

Eat your heart out, Salesforce. Copper just packed your lunch! If you are looking for a robust CRM/ lead management/ marketing suite that has all the lipstick but WITHOUT the Dev cost of Salesforce et al, then you need to try Copper. We did. And we couldn't be happier. Just try it. You won't regret it.

Switched From

Salesforce Sales Cloud

Reasons for Switching to Copper

Copper was the robust, affordable solution to our growing CRM needs. Without the Dev cost.

Pros

One of the main benefits of Copper is real-time reports. We are able to breakdown won and lost revenue amongst our sales team and also account for projected sales revenue based on the opportunities in the pipeline and the expected close rate of those opportunities.

Copper has automated actions that allow us to move prospects through pipelines effectively. We set automated reminders and tasks for opportunities based on their pipeline and stage within the pipeline. These reminders and tasks are also emailed and sent as a push notification to each respective lead owner.Copper has automated actions that allow us to move prospects through pipelines effectively. We set automated reminders and tasks for opportunities based on their pipeline and stage within the pipeline. These reminders and tasks are also emailed and sent as a push notification to each respective lead owner.

We are a big fan of the Copper newsletters. They provide a clear roadmap of what to expect from them from a product development standpoint and what to expect next. Their emails are easy to digest, and optimized for mobile. Also, they ask for user input that has been integrated into their roadmap.

Cons

While Copper has a quite robust API, they do not have any webhook receiver URLs. In order to effectively communicate data between Copper and another platform is through a paid Zapier account or Tray.io.

Automated actions are nice, but the work flow automations are extremely limited. We are not able to send users automated emails, push notifications when they enter a new stage of a pipeline.

More direct integrations with messaging services - transactional + marketing email services, push notification platforms, chat services.

Alternatives Considered

ActiveCampaign, Salesforce Sales Cloud and HubSpot CRM

Reasons for Switching to Copper

I didn't have much authorization in the selection of Copper, however, I have looked into switching costs and leaving Copper due to their limited workflow automations. Hubspot and Salesforce look more robust and integrated with our other marketing tools. We are too sunk in with Copper into Slack, our backend, and current sales process to switch over and learn again. As a result, we have decided to stick with Copper and wait anxiously for their new product updates.

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.

Alternatives Considered

Salesforce Sales Cloud and monday.com

Pros

The ability to manage leads, manage pipelines, and store data, along with the ability to automate lead management.

Cons

the lack of ability to integrate with other softwares, the lack of commission management features, and the lack of ability to specifically disburse leads automatically based on tracked conversion rates

Alternatives Considered

TOP PRODUCER, BoomTown and HubSpot CRM

Reasons for Choosing Copper

Contactually really only kept you nurturing leads but didn't incorporate pipeline management along with transaction and data management effectively.

Switched From

Contactually

Reasons for Switching to Copper

The amount of features and intuitive layout of the program was easily the most scalable as we grow, and the best value monetarily as well!

Pros

Copper has helped our company tremendously in regarding to time spent updating our CRM systems. We use to have to add all emails to the system, Copper automatically adds all the emails which has cut down on our administration time dramatically. It will also pull contact information for the internet, which also helps cut down time so the time can be spent elsewhere. Another favorite feature is being able to view the contact file in gmail when an email from that specific person comes in.

Cons

We wish that when adding notes into copper, there was more flexibility in regards to changing the color of the font or being able to highlight something within the note. Also, sometimes we have an individual in the system with more than one company but Copper doesn't allow you to add duplicate emails to multiple files.

Alternatives Considered

Salesforce Sales Cloud

Reasons for Choosing Copper

If you have ever used ACT, you will understand why.

Switched From

Act!

Pros

Our company uses the Google Suite of apps so integration with our current setup was extremely easy. We had a single implementation person assigned to our account and she was extremely helpful and responsive. Also the customization options were very useful.

Cons

The canned reports were not useful to us. We had to build our own through Google Analytics. However the Copper team have recently been upgrading their reports, with the ability to create custom reports now. It's much better.

Alternatives Considered

Dynamics 365

Reasons for Switching to Copper

The integration with Google is what sold it to us.

Pros

Copper is a solid CRM with lots of features to help handle your sales funnel from start to finish.
You can sort/filter and run lists, export lists, and manage tracking of interactions, schedule follow ups and keep track of emails.

Cons

There are a few key features on Copper that are not intuitive/user friendly. It's not that they are difficult, but features could be better marked and highlighted as to how to do certain things on the platform. I wish it had better tracking to manage a sales team.

Pros

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.

Cons

A bit expensive. No ability to attach files to emails sent within the system. Files can be attached if using Gmail.

Alternatives Considered

Zoho CRM

Reasons for Switching to Copper

Its ability to integrate with Google products.

Pros

Copper is really easy to use, especially for people new to CRMs and that use g suite/gmail constantly. It connects directly through your gmail and provides the same features as other robust CRMs

Cons

It's really expensive, especially for startups and there are better options out there for a lot cheaper. Great software, exclusive pricing

Alternatives Considered

TeamWave, Salesforce Sales Cloud and HubSpot CRM

Reasons for Choosing Copper

zoho is clunky and horrible. A huge range of software that you won't use or the functionality is horrible and its better to use other packages

Switched From

Zoho One

Reasons for Switching to Copper

Because of the native integration and discounts for social organisations. The native integration isn't necessary

Pros

Software is simple. The pro is the widget for your Gmail Inbox.

Cons

Contact information automation is below par and we had the occasional syncing issues. The feature are not worth the price per user. After using the service for a full year we decided it wasn't the right fit. When we requested to cancel the service, [SENSITIVE CONTENT HIDDEN] from Copper refused to refund us because it was 2 days past the deadline! I responded to [SENSITIVE CONTENT HIDDEN] who never wrote back. I have made multiple attempts to contact Copper and still haven't heard anything back.

Alternatives Considered

Salesforce Sales Cloud

Reasons for Choosing Copper

Customer Service. Copper responds to you like a robot, and prioritizes money of people.

Switched From

Salesforce Sales Cloud

Reasons for Switching to Copper

Gmail inbox sync capability.

Pros

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.

Cons

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.

Pros

-Best thing about it is the seamless integration with Gmail and the plugin that it provides within the email.
- Really like their training / help centre
- Workfllow automation is great, been using it a lot
- Get good reports out of these, especially the sales forecast and activites

Cons

- If I were to point out, it would be that they do not have a continuous support over livechat on weekends for certain hours.

- There isn't a direct way to get a report out of copper for any opportunities that have been moved to a particular stage at a particular time

Pros

It was easy for multiple users to interface and access the same information either in the office or in the field.

Cons

We needed a software a little more robust that could working with our current systems and help with estimates.

Alternatives Considered

Buildertrend

Reasons for Switching to Copper

Price and flexibility. We ended up switching to Buildertrend after about a year though.

Pros

I love being able to read my teammates emails to our clients so when I speak to that client, I can see what was said or offered or attached. Then we are a united front in communication with no extra time spent.

Cons

I haven't experienced anything yet that I don't like.

Pros

I was sold by the "built for Google" tagline, and it delivers. Copper is deeply integrated with Google Workspace and it makes several workflows so efficient, especially the integrations with email, calendar and drive.

Cons

There are no important downsides, really. The CRM is just effective. Some other products integrates nice bells and whistles, you won't find many in Copper... but do you need them?

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

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.........

Cons

Which dumb-ass executive wakes up one day and takes away customer service!!!

Are you that ignorant that you believe your bot works????

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

useful if you use gmail exclusively.

Cons

lack of knowledgable support team.
too expensive when compared to other CRMs

Pros

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.

Cons

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.

Alternatives Considered

Zoho CRM and Salesforce Sales Cloud

Reasons for Choosing Copper

The old program was just not cutting it. It wasn't mobile-friendly or as customizable as Copper.

Reasons for Switching to Copper

Customization, ease of use, and price

Pros

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.

Cons

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.

Pros

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.

Cons

One of the main drawbacks of this CRM is that it lacks call integrations. The reporting feature needs upgradation.

Pros

We like the ease of use for this program as we are sales reps and need to have names for all our customers along with tracking emails and notes. We also have the apps on phones for those out in the field.

Cons

I only really wish there was a way to easily merge contacts.

Alternatives Considered

Zoho CRM, Salesforce Sales Cloud and HubSpot CRM

Reasons for Switching to Copper

easier platform for what we needed it to do.

Pros

At the entry-level it is fairly affordable and had decent basic functionality. If a single user or small team has limited knowledge or need for in-depth information and dashboards it provides insight into just the essentials.

Cons

As you start to need a few users/seats, Copper quickly becomes about the same cost as a more powerful CRM like HubSpot, which provides a good free version as a starting point.
The functionality is very limited and doesn't provide much use beyond sales, meaning that extra logins for leadership to view and not use are not included so you would have to add additional paid seats or share credentials. This typically results in asking questions instead of a quick login and review of key metrics.
The reporting and dashboard view is also quite limited and you have to keep upgrading plans to access what should be standard features. This is what now puts you at a price point the same as HubSpot but you're left with a sub-par CRM and no cross-over or cross-functionality in the platform with marketing/service