Copper CRM (formerly ProsperWorks) Software


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.

Company activity
Company activity

Company activity

Company list   preview

Company list preview

Mobile person details

Mobile person details

Communication activity feed

Communication activity feed

Related contacts

Related contacts

Supported Operating System(s):

Mac OS, Web browser (OS agnostic), Windows 8



330 Reviews of Copper CRM (formerly ProsperWorks)

Overall rating

4.5 / 5 stars

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Verified Reviewer

Number of employees:  51-200 employees

Ease-of-use

Value for money

Customer support

Functionality

December 2018

Great Tool For Sales Teams

I found Copper to be an amazing tool to have if you want to be on top of all deals in your pipeline. How the app easily integrates with G-Suite is simple breathtaking and makes work easier.

Pros

The ease of use and ease with integrations.

Cons

There is little I least liked about this software and that could be how addictive it can become.

Review Source: Capterra

Damien from Handy Heywood Property Maintenance

Industry:  Construction

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

December 2018

Easy to use, but easy to lose data

My payment declined. Instead of reverting to a free account or giving me any notice in the app, it was deleted after 30 days. The emails to say that the payment was declined went to junk mail and the first I knew, my account was gone. All my data gone.. I didn't use the program oftern, but when I did, it was really important. They caused so much damage to my business and I couldn't ever recommend a company who cares so little about their clients. Compleatly irresponsible.

Pros

Easy to use, basic features. Is a great product if you only need the basics of a crm without the noise of more advanced features you don't need

Cons

Expensive compared to other crm packages, given the minimal features. If you don't renew your subscription within 30 days, they delete all your data. I lost everything because I didn't see my renewal didn't go through!

Review Source

Larissa from Copper Cloud Events

Industry:  Hospitality / Travel

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

December 2018

Getting Spammed Non Stop and Customer Service Won't Help

Don't sign up for the free trial unless you've seen the software in action and you're willing to take a chance on it! I wish I never signed up.

Pros

I couldn't get onto the desktop site, it's not working at all, I looked at mobile and it just wasn't the software I was looking for so I decided to move on to something else.

Cons

It won't let me unsubscribe from their NUMEROUS emails without going on my phone and unchecking about 30 boxes. I emailed customer service and they said their is nothing they can do. That's a tonne of spam from one trial! I hope that when when my trial ends it will stop. They don't have a way for you to cancel the trial, you have to wait for it to expire.

Review Source

Rhodesia from Eze Software Group

Number of employees:  1,001-5,000 employees

Ease-of-use

Functionality

November 2018

Easy to use CSM

Pros

I love the ease of use, value, and features of Copper. It also has a great UI that is pleasing from a designer perspective.

Cons

It is not as well supported for integrations with popular apps.

Review Source: Capterra

Jeffrey from SYNCrew

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

November 2018

Prosperworks to Copper. I like!

From initial sales contact to close the process was close to friction-less. Data in, Data out is a manta I hold close the heart. Copper makes it easy to get data in. I would like to see more out of the box, deeper reporting, which I understand is coming down the dev pipeline.

Pros

Driving the prospect/ lead to qualification and to close won is visibly a great addition for us, using Copper.

Cons

some of the reporting is limited, or not as easy to generate out of the box. Work with account manager is helpful here.

Review Source: Capterra

Pierson from Skyline Solar

Number of employees:  51-200 employees

Ease-of-use

Value for money

Customer support

Functionality

November 2018

Collaboration and Connection

Pros

The reports you can create outside of the software have proven to be valued and vital.

Cons

The learning curve seems to be the hardest part of set up. Once you gain footing, it's quite the tool for data.

Review Source: Capterra

Lawrence from Frayt Technologies, Inc.

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

November 2018

Lackluster Billing Support/Transparency

Negative. Their is no direct access to billing to make quick changes to your account or to resolve billing issues. 1 star.

Pros

It's well integrated into Google tools. Simple, light and easy to use.

Cons

The product is over all solid, it's their billing support that mires the entire product and user experience.

Review Source: Capterra
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Verified Reviewer

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

November 2018

Good CRM

Pros

It is easy to use and works well with G-Mail.

Cons

The software does not have many API Integrations yet.

Review Source: Capterra

Dave from Grain Edit

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

November 2018

Best CRM out there if you are looking for Gmail Intergration

Huge time saver.

Pros

I have tested many CRMs and Copper's Gmail integration is the best. The design of the interface is unobtrusive, very intuitive and presents the information in a way that allows you to quickly take action. Also the contact information it imports and presents from email recipients is the best I have seen. Most of the other CRMs I tested required some level of manual entry, where Copper imported all the important fields automatically and on average was much more accurate.

Cons

The calendar/ scheduling feature is seriously lacking and I wish they had better options for email sequencing.

Review Source: Capterra

Eddie M. from Direction, Inc.

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

November 2018

Copper rocks

Pros

Copper is so easy to use, and makes integration so easy to do. I can't recommend it enough.

Cons

I truly have no cons to list for this software.

Review Source: Capterra
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Verified Reviewer

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

November 2018

Has helped me get my marketing leads in order

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.

Review Source: Capterra
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Verified Reviewer

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

October 2018

Company refuses to cancel account

Good until inability to cancel. Now I feel the product is majorly defective as you cannot refuse to let customers cancel and continue billing them.

Pros

Easy to use and good UI. Easy to adjust settings and custom fields.

Cons

Company refuses to cancel our company account. They acknowledged cancellation originally but now just continue billing our company credit card and are not responding to our communication.

Review Source: Capterra

Response: Copper (formerly ProsperWorks), ProsperWorks

November 2018

Hi there, I'm sorry to hear about your experience - I'd like to get to the bottom of this right away. Please reply with your email address so that we can get this escalated and resolved.

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Verified Reviewer

Number of employees:  2-10 employees

Ease-of-use

Functionality

October 2018

Very customizable

Great tool, very customizable but sometimes there are too many clicks. For example, to go from lead , to logging an activity, to creating a task is many many clicks. I'm glad you can do it all in one place but I wish it was slightly more seamless. Also, I wish I could edit more fields or create actions in bulk.

Pros

Most fields and views can be customized and saved which saves a lot of time in the long run

Cons

A lot more clicking than I'd like to be doing

Review Source: Capterra

Nathan from Viking Engineering & Construction

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

October 2018

Copper Review

I have used this software for a couple months and i am getting more comfortable with it. Learning the reports has been a bit of a challenge but that is more of a me thing. Copper has created a great CRM program that I am sure I will enjoy it more as I gain a better comfort level.

Pros

I like the ability to customize fields to track.

Cons

I do not like the fact that this is an entirely online/ in app software. I would like to easily print out reports or opportunities.

Review Source: Capterra
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Verified Reviewer

Number of employees:  51-200 employees

Ease-of-use

Functionality

October 2018

Tracking your coppers

Pros

Copper is a great little software for tracking small businesses. My cousin suggested this software to me, when I was setting up a small website for a local store, it has everything you'd need and imagine.

Cons

Frankly I haven't found any cons, could probably use a bit of more explanation in the documentation for new users.

Review Source: Capterra
LinkedIn icon
Verified Reviewer

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

October 2018

Simple CRM that does what it needs to

Pros

Copper is user-friendly and much simpler to navigate than other CRM's that I have used in the past.

Cons

We have a rather larger database of leads. This sometimes causes Copper to bog down and load slowly. Filtering down to targeting closing dates or unique categories does help some but still would be nice to speed load times up.

Review Source: Capterra

Mike from Horizon Brokers

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

October 2018

Copper (formerly Prosperworks) is a solid CRM

Copper lets us track leads, manage contacts, and follow up with people. It's a nice cloud system that can be accessed from anywhere.

Pros

It's easy to enter and track contacts or prospects in the system. It syncs with Google so there is some integration there. Overall it's a pretty intelligent system that's straightforward.

Cons

Licenses are pricey and they don't offer packages. We have to pay per user and have some users who are more active than others. Bands of say 1-5, 5-10, 10-20 would be a nice option.

Review Source: Capterra
LinkedIn icon
Verified Reviewer

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

October 2018

Copper is exactly what it promises: a great Google-integrated CRM

Pros

Copper (which I used when it was Prosperworks) made it easy to add contacts from Gmail and share a record of all communications with a stakeholder.

Cons

Some of the customization was hard to find and I didn't realize it was possible to do until I spoke to a customer service rep.

Review Source: Capterra

Cody from Footballshirts4all

Number of employees:  11-50 employees

Ease-of-use

Value for money

Functionality

September 2018

Powerful in pulling in data from social networks and web info to enhance the creation of new entries

Pros

Copper is obviously a fit for a Google-driven business and the familiarity with Google products makes Copper easy to learn, offering a consistent experience. That’s a big plus here.
Among my favourite features are the leaderboard to monitor team performance, revenue, goals, opportunities, dead-ends. I also really like the Activity tab (which shows you when you last communicated with the contact and how many interactions you’ve had) and the Related tab (which contains notes, opportunities, tasks and so on). Copper is powerful in pulling in data from social networks and web info. You can customize workflow automations to trigger certain actions, and customize pipelines, or create contacts from new incoming calls.

Cons

If I were looking for consistency between the use of Google services and streamlining the CRM ,this would be it – I wouldn’t look much further. But I have to remind myself that I need a CRM that eliminates the need for a variety of other tools such as collaboration and a certain level of project management.

Review Source: Capterra

Peter from Mercanto

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

September 2018

The best CRM out there!

We are a B2B SAAS startup and needed a user-friendly and powerful CRM platform. We use Google For Business for email. We reviewed all the leading CRM platforms, and Copper was the clear leader. It is easy to use and makes sales outreach a breeze. Highly recommended.

Pros

My company has been using Copper for over a year and we love it. Being able to customize it to meet each business needs is amazing and has made this product fit our business like a glove. We also like that the reports are fast and you can easily manage users permissions.

The main benefits are:

User-friendly; zero clutter
Makes sales outreach and activity tracking much easier.
Tight integration with Gmail
Terrific customer service
Excellent reporting

Cons

There is not really anything we dislike. The Copper support team are excellent and integrating the system to your business functions is relatively simple. The support team is excellent and the setup process is intuitive and straightforward.

Review Source: Capterra