Copper Software (formerly ProsperWorks)


307 reviews(4.5/5)
307 reviews(4.5/5)

Copper is a cloud-based customer relationship management tool that gives users complete views of their customers. The program is applicable to any industry, including advertising, distribution and real estate.

The Copper solution includes email integration, opportunity management and lead tracking among its features. Customer data is saved automatically, and the system independently searches online to find relevant data. Every file that is sent via email is immediately stored in a contact’s portfolio, and the system profiles each interaction so users know how recently they have contacted each customer.

Past and future calendar events, such as meetings and calls, are logged within the program, and the software also suggests possible contacts to make based on previous correspondence. Through the program’s email integration, tasks are visible in Gmail, and the opportunity management feature allows users to visualize and manage their sales pipelines with drag-and-drop functionality.

Supported Operating System(s):
Mac OS , Web browser (OS agnostic) , Windows 8

307 Reviews of Copper (formerly ProsperWorks)

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  • Olivia from K08 Sounds

    Specialty: Media

    Number of employees: 2-10 employees

    September 2018

    One of the Best CRM Options

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Pros

    I love the sleek design of this software. I can actually use it for multiple businesses at the same time with customization. It's easily to integrate with other softwares as well.

    Cons

    It takes a little bit to grasp the steps on customizing certain workflow rules. Once you get the hang of it though it's smooth sailing. There's not much that I don't like about it.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Jonathan from DriveCentric

    Number of employees: 11-50 employees

    August 2018

    Solid CRM Solution

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    It's a great tool for small business!

    Pros

    How well it links to Google's existing G Suite solutions. It is made to almost look identical to Google Apps as if it was made by Google. It works very well and is a very solid solution!

    Cons

    It is simple but does not have all of the bells and whistles that HubSpot has. I would still recommend for small businesses

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    Number of employees: 2-10 employees

    August 2018

    A breath of fresh air in the CRM world

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Pros

    The task automation is brilliant and something other CRMs were sorely lacking. Further, the segmentation of leads and opportunities is very nice.

    We consider Copper to sit somewhere between Pipedrive (which we used to use - too basic now) and Salesforce (way too complex), which is ideal for us.

    Cons

    whilst the gmail integration is very nice, it's annoying that we can't add someone as a lead directly from an email - only as an opportunity. Not sure why they've done this, as we get many leads via email that aren't "onboarded" yet so would be nice to be able to add them as such.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: GetApp
  • Maria from Clark Construction

    Number of employees: 2-10 employees

    August 2018

    Not that Great

    Ease-of-use
    Functionality
    Quality
    Support

    This is sold as limiting data entry, and it does a little. Maybe more once we get very familiar and are not trying to back track so that we can just use one system and not two while we get the other set up. I have to say that the OnBoarding that they provide is very good, and I like that they are able to provide that. I think some of the pitfalls are simply because it is web hosted and that comes with its own assortment of issues.

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Mark from FCV Interactive

    Number of employees: 51-200 employees

    August 2018

    Copper, formerly ProsperWorks - Great tool for G Suite/Google Apps Users

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Value for Money
    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 .

    This review was submitted organically. No incentive was offered
    Review Source: GetApp
  • Kiara from Centaur

    Specialty: Real Estate

    Number of employees: 2-10 employees

    August 2018

    A lot of manual tasks and data entry that should be able to be simplified

    Ease-of-use
    Functionality
    Quality
    Support
    N/A

    This system needs much more work done to make it more functional.

    Pros

    Ease of use, multiple pipelines and Gmail integration that automatically collects emails and stores them to that contact.

    Cons

    1. The fact that they don't tell you to back up data
    2. To backup data you need to purchase Zapier so you can set up an automatic trigger to dump data into Google sheets
    3. Manual data entry. Currently trying to tidy up contact information from Google Sheets and many people have put the address or phone number in the wrong format/field and I have been told the only way to rectify is to go through and change each contact.
    4. When you input a new contact, each field takes a while to update, so if you continue typing you will realise that it has only picked up half of the information you input.

    This review was submitted organically. No incentive was offered
    Review Source
  • Scott from CGAgency

    Number of employees: 2-10 employees

    August 2018

    DJ Agency uses Copper

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    keeps my team in sync and educated on what everyone is doing and working on. Great CRM esp since all my agents are remote.

    Pros

    ease of use and Gmail integration - keeping the team in touch and knowing where everything is in the sales funnel is huge

    Cons

    the need of gsuite to get its full poten

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Frédéric from S&E Cloud Experts

    Number of employees: 11-50 employees

    July 2018

    The CRM that is built for GSUITE with the same mentality

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Great relationship, love their product

    Pros

    It is amazing, Copper go get all the information right from the emails, linked in account of your new added person, generate lead, create opportunity easily. all with the easyness should I say googleness?

    really their addon for gsuite succeed to keep me on my gmail page for 80% of my crm work.

    simply wow!

    Cons

    there is not yet multi language but i know they are working on it.
    more integration with accounting online like uqickbook would be great!

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Michael from Rangle.io

    Number of employees: 201-500 employees

    July 2018

    A CRM that automates menial work and provides an excellent cross device experience

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    As a business owner who needs to wear a lot of hats, I don't have as much time as I need for keeping up with prospective and past clients. Copper saves me a ton of time in this area so that when it comes time to reach out to someone, I have all of the information and history that I need, in one spot.

    Pros

    The user friendly user interface that is consistent and flexible across devices and form factors. The automated ingestion of data for contacts and syncing of email exchanges.

    Cons

    That I can't stay logged into the web client longer (like 30 days on a trusted device).

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Eileen from Púca Dublin

    July 2018

    It makes managing your customer database and communications so easy

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Gmail integration makes life so much easier than the dreaded copy and paste. Email tracking within the system means that all comma stay together

    Cons

    A minor flaw (that I believe they are working on) is the ability to clone opportunities. Will be happy to see it there.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Carlos from MOXIE

    July 2018

    Gets the job done

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    trasfers smoothly. easy to use. Its helps gather customer information we need to get our sales. I like the format.

    Cons

    Dates have to be updated by user. I only tracks emails but not the phone calls made to the potential customer.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Verified Reviewer

    Number of employees: 2-10 employees

    July 2018

    Memorialist Using Copper

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Copper has immensely streamlined the whole process of selling a memorial, going through production and taking it to the end zone.

    Pros

    I love how easy it is to see where you are in the production cycle using the pipelines. When a client calls and asks about job status, it is easy to get that information, bypassing going to the shop first to check. I also love all of the customization in drop downs and data entry fields.

    Cons

    What I am less enthused about is the inability to instantly have a custom report on a person (in our case a customer that has a deceased person attached to them) that I can print out and put into that customers file.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Rick from Post House Creative

    Number of employees: 11-50 employees

    July 2018

    We're still in the process of growing our usage - but, has helped with sales pipeline already.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Follow up reminders for sales leads and potential opportunities - track amount of opportunities in sales pipeline for forecasting and such. Ease of outreach to leads and current clients.

    Pros

    Easy to use, intuitive interface - feels just like using any Google service software. Love the ability to automatically and/or 'one-click' add of people, opportunities, companies, etc.

    Cons

    Data entry. When it feels like I have to populate - but, that's me, not the software. Also, I wish when you set a reminder - it sent that reminder on the day/time you set it to remind you - not immediately (or maybe I just don't know how to use it) - when I set a follow-up email reminder for 'next week' - it sends me an email almost immediately reminding me to follow up next week - I want that email to come 'next week' at the time I set it.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Tiffany from Superior Homes

    Number of employees: 2-10 employees

    July 2018

    Great Software for Business!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Copper streamlines everything I do as the Office Manager. It deletes the need for multiple spread sheets I had to swap back and forth between constantly.

    Pros

    Consolidates everyone's clients in the business within one program, and we can see what status updates are for all projects.

    Cons

    So far, I have not found anything that needs to be addressed!

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Anthony from Management Consulting

    Number of employees: 2-10 employees

    July 2018

    Copper Review

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Excellent, it fullfilled our business needs

    Pros

    Ease of integration with Gsuite/Gmail
    Easy to use

    Cons

    Reporting is not great & plus there is no image capture facility: IE Taking photo's

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Bernice from Coral Property International

    Number of employees: 11-50 employees

    July 2018

    Simple and secure

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Keeping everything on Copper makes it easier to manage, enquiries and communication with clients and partners.

    Pros

    It's a very easy and system to use. Everything is in one place. With the mobile app, its easier to keep track of tasks and contacts.

    Cons

    Nothing yet, still learning all the systems and I find it working well so far.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Kamatara Paula from Circles USA

    Number of employees: 2-10 employees

    July 2018

    Organizational Transparency

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Pros

    I love that this program rides on Gmail, so our contacts and emails can be catalogued (related to) people and topics. Then everyone can see what's going on with a particular client or project. The tasks also help us know what is or isn't getting done.

    Cons

    I'm still learning how to use it. Most of it is intuitive. As I add foundations in the opportunity pipeline, not all the required categories work out, so it's a little awk.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Dixie from FlexoOne, Inc.

    Number of employees: 11-50 employees

    July 2018

    Copper is the solution we were looking for.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    I can see where orders are, what leads I have, and convert them at will. It's great.

    Pros

    I have tried software like Sales Force, Vanilla Soft and others - time heavy and confusing and not easy to use or access info. I've tried personal systems with the same results. Copper is quick, easy and connects to my email - prompting me and I love it!

    Cons

    I don't like dropping the opportunities into the win or loss categories only because they are gone and I have no access to my past "wins" by month or year or client and I need that so I just leave them all in the "shipped" category... if I am missing something please tell me!

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Steve from Sailee Hawk Group, LLC

    Number of employees: 11-50 employees

    July 2018

    Very smooth and useful product

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    It works great. Love the integration with Google.

    Pros

    The platform is not full of a bunch of useless tabs. Seems that most platforms build a bunch of useless add-ons to prove their worth. This software works great.

    Cons

    I wish the program didn't have multi-levels within the SMB market. Cut it to a SMB rate and a Corporate Rate. Do away with the, spend some more money and get these couple of added features that would be benefitial to most SMB's.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Lisa from iDeals

    Number of employees: 51-200 employees

    July 2018

    Review

    Ease-of-use
    Functionality
    Quality
    Support
    N/A

    Good. Again, I prefer to utilize my own type of notification/tracking system but the system is easy to use and the organization of the contacts is great.

    Pros

    Easy to use. Contacts are organized very well, easy to update.

    Cons

    I prefer to have more flexibility to utilize my own type of tracking system instead of having to rely on the current notification system that is set up. For example, under Opportunities, Contract Sent, I receieve a notification through SumGate every 10 days if there is no contact. As I am updated with my customers, I would prefer to set the notification times (3 days from now, 4 days from now, etc).
    Also, I really liked the previous name "ProsperWorks" instead of Copper.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
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