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 .