Copper Erfahrungen

Vorteile

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).

Nachteile

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

In Betracht gezogene Alternativen

Salesforce Sales Cloud

Gründe für den Wechsel zu Copper

Price and simplicity, given how capable it still was for our needs.

Vorteile

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).

Nachteile

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.

In Betracht gezogene Alternativen

Zoho CRM, Insightly und HubSpot CRM

Warum Copper gewählt wurde

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.

Zuvor genutzte Software

Salesforce Sales Cloud

Gründe für den Wechsel zu Copper

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

Vorteile

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.

Nachteile

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.

In Betracht gezogene Alternativen

ActiveCampaign, Salesforce Sales Cloud und HubSpot CRM

Gründe für den Wechsel zu 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.

Vorteile

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.

Nachteile

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.

Vorteile

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

Nachteile

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

In Betracht gezogene Alternativen

BoomTown und HubSpot CRM

Warum Copper gewählt wurde

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

Gründe für den Wechsel zu 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!

Vorteile

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.

Nachteile

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.

In Betracht gezogene Alternativen

Salesforce Sales Cloud

Warum Copper gewählt wurde

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

Zuvor genutzte Software

Act!

Vorteile

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.

Nachteile

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.

In Betracht gezogene Alternativen

Salesforce Sales Cloud

Gründe für den Wechsel zu Copper

We had Copper up and running within minutes. Salesforce didn't call back for two days.

Vorteile

Simple
Easy to use
Integrates with Email
Minimalistic yet still feature heavy
Provides actionable sales process data

Nachteile

Which it dealt with duplication a little bit better

In Betracht gezogene Alternativen

Insightly und Pipedrive

Warum Copper gewählt wurde

We still use monday.com for project management but it just wasnt the right tool for a sales CRM

Zuvor genutzte Software

monday.com

Gründe für den Wechsel zu Copper

Simplicity of use and customization.

Vorteile

The product is very clean and simple to use. On top of that, every little detail can be customized.

Nachteile

For whatever reason, support seems to be hard to reach. Any questions that come up usually take 2 days to be answered.

Vorteile

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

Nachteile

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

In Betracht gezogene Alternativen

Salesforce Sales Cloud und HubSpot CRM

Warum Copper gewählt wurde

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

Zuvor genutzte Software

Zoho One

Gründe für den Wechsel zu Copper

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

Vorteile

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

Nachteile

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.

In Betracht gezogene Alternativen

Salesforce Sales Cloud

Warum Copper gewählt wurde

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

Zuvor genutzte Software

Salesforce Sales Cloud

Gründe für den Wechsel zu Copper

Gmail inbox sync capability.

Vorteile

-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

Nachteile

- 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

Vorteile

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

Nachteile

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

Vorteile

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.

Nachteile

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

Vorteile

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.

Nachteile

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?

Vorteile

What I like is the idea. This should be a great software. But the key features it lacks and the DISMAL support team make it not worth the money.

Nachteile

1. Support is terrible. They use zendesk for their support and the people reading the support tickets seem to struggle with helping. Here are a few examples:

a: We changed our domain name. All we needed to do was update our usernames to have the new domain on them. THEY COULD NOT DO THIS. I had to request this change - literally just updating our email addresses - 3 TIMES before somebody finally said it could be done. The first two people just said that it was impossible. The third person said it was do-able but it required adding additional users, and deleting old users, which unassigned all the work.

Is it that hard to update a database?

b. When one user made changes to the opportunity stages, we lost several opportunities even though the software claimed that opportunities would just be moved to adjacent stages. What's the point of sales software that loses track of opportunities?? When I reached out to support they said: "Unfortunately, there is no way for us to recover any deleted records in your account if this is already been accidentally or intentionally deleted by someone. [in other words, this is all your fault, not ours] We recommend exporting your opportunities/records weekly so you have a fresh back up when you need." Again, what's the point of using your software if we are supposed to keep the data on our side and normal use of your software causes it to break? Dumb. Dumb. Dumb.

2. Reporting is totally sales focused and doesn't help at all with regular task and project management. There is no way to see which team members are doing their work, or to generate reports on average time spent on tasks. Some valuable KPI data is not available in the sales related reports, either. Like how about we get a report to show the average time to close a lead? There is so much valuable data that we simply can't access.

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.

Vorteile

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).

Nachteile

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!

Vorteile

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.

Nachteile

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 .

Vorteile

useful if you use gmail exclusively.

Nachteile

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

Vorteile

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!

Nachteile

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

In Betracht gezogene Alternativen

Salesforce Sales Cloud und HubSpot CRM

Gründe für den Wechsel zu Copper

Intergrations, automations, and price.

Vorteile

Prosperwork is a CRM, which works in the cloud, which allows improving the sales management of any company. Among the most brilliant features is the complete merger with the Google Suite, but that articulation does not stop there, it also has the option of integrating with other web tools such as MailChimp, on cloud solution for handling email marketing campaigns, which makes an essential support tool for the work of our marketing department.

It also offers synchronization with Dropbox, which makes it easy to transfer information through the tool.

Due to being a solution on cloud, you can follow up, in real time, the work of the sales department. Contributing to the making of early decisions, avoiding the deviation from the goal proposed by our board.

Nachteile

We are very satisfied with the solution presented by this software, to the point of not having found ourselves before anything we want to do and can not do it in the tool.

Although it is intuitive, it can be a bit confusing to use in the first few changes. Then, everything flows with a lot of precision and speed. The main reason for this situation is the large number of options and configurations that can be made in Prosperwork.

Vorteile

I like the robust feature set that ProsperWorks CRM offers. The ability for the application to "scrape" emails from the interactions with each client is a big plus, too. It's relatively easy-to-use for early to mid adopters and the learning curve for a deployment is minor assuming most the people in the organization are somewhat savvy with web-based applications. I'm a manager of an outside sales environment so the amount of administrative control and the ability to assign roles to specific reps is helpful. I can set it up where each rep sees their own activity and not the activity of others. The app version of the software for iOS and Android is awesome as well. Very robust. You can enter info on the fly using your smart phone and it's all waiting for you when you open your laptop! It's a must for anyone doing territory sales.

Nachteile

The biggest negative to me is the fact that when ProsperWorks tries to scrape the actual contact data, it's incomplete or inaccurate and needs to be completed or fixed. Any other complaint is relatively minor and can probably be overcome with some more training. Also, my company uses the enterprise version of Quickbooks and apparently, ProsperWorks only integrates with the web-based version. It would be nice if that option would be made available in the future.

Vorteile

The GMail integration provided an effective way to manage and track interactions

Nachteile

There is virtually not internal reporting functionality or ability to drill down within the available reports to understand what's happening.

In Betracht gezogene Alternativen

Pipedrive

Gründe für den Wechsel zu Copper

GMail Integration

Vorteile

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.

Nachteile

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

Vorteile

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.

Nachteile

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

In Betracht gezogene Alternativen

Zoho CRM, Salesforce Sales Cloud und HubSpot CRM

Gründe für den Wechsel zu Copper

easier platform for what we needed it to do.