Copper CRM (formerly ProsperWorks) Software

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 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.

If you want a good solid system, inexpensive, that is distributed amongst free google functions get it. We looked at a lot of crms and pick this one.

Pros

We are a small two-person firm needing a simple crm to manage our clients. Prosperworks/Copper works for us. We can enter companies and people and attach notes. We have installed it under a Google G Suite account so we use Gmail for mail, Google calendar, Google contacts and Google Drive. P/C integrates with all of these and works fine. Updates in the crm propagate to gmail and contacts. It also logs emails under the right person. P/C has a facility for Tasks (which we don't really use - it is a bit lunky) , Leads and Opportunities which we don't use so we can't comment on them. Since you are not using a big crm it is very inexpensive yet gives us everything we need.

Cons

Some obvious things which I assume will be fixed soon. No Birthdays. Its default is to sort by first name! It would be nice if changes to Google Contacts would propagate back to P/C but if you are using the crm then not really an issue. Also it would be nice if it logged phone calls and DocuSign stuff for free but I think you can get that through paid add-ins.

Overall good software and pretty cheap!

Pros

--Very easy to track sales, contracts, communication
--Customizable fields within tasks and projects
--Within those customizable fields, you have the option to make it a dropdown list, a simple text field, and more!

Cons

--I have not jumped in deep enough, but I'm hoping that the system has the ability to strictly unlink emails for certain accounts. We have employees that need to add, edit, and view information in ProsperWorks but not have any of their emails to the clients uploaded in the system.
--Also, it needs to have the ability to activate/deactivate certain fields within projects and tasks. I would like to click on a task and have it only show the fields that are filled out, not any of the blank fields. There should be another edit button that allows you to enter those fields back into the task.

Pros

You would be much better off getting any other CRM. This is a complete waste of money and only integrates with Gmail which they don't tell you until after you sign a year commitment.

Cons

It is hard to use, clunky, lots of bugs, low quality, and doesn't integrate with anything besides Gmail

Nothing worse than getting a new computer program and wasting lots of time trying to figure out how it works with your existing system and learning that you're not using all the functions or not using them efficiently. After all the important thing about most systems is that you use them not how fancy they are.

Pros

It is tightly integrated with commonly used Google products so you won't waste much time relearning things.

The cost for a very complete system is reasonable.

Cons

I may be wrong but I don't think there is as much Human Assistance incorporated into this product as some others. I have not been using it very long and I guess on a positive note I haven't hit that many problems so I really haven't had to talk with customer support much

Pros

ProsperWorks is affordable, easy to use for the basics and you are able able to customize categories.

Cons

ProsperWorks is a little difficult to navigate and not necessarily the best option for a non-profit. Especially for tracking grants.

Hugely disappointed.

Pros

Nothing it is a joke, it is cheap, it is poorly put together, it does not work, and it is not a good company.

Cons

It doesn't integrate with anything except GMail and if you cancel they keep your entire yearly fee even if it is a new account.

Pros

It allows seamless integration with everyday tools we use everyday bringing all your tools in one place.

Cons

More work needs to be done on support. The people involved don't seem to offer much help. Problems with updating the database.

We needed to build our own bespoke solution to cover the areas Prosperworks did not. Now we have added much of the functionality of prosperous to that side solution we no longer use prosperworks. The thing we miss most is the instant automations between Gmail and Prosperworks.

Pros

Great g suite integration
Quick implementation
Intuitive interface
The way info gets automatically from Gmail into the Prosperworks forms is a great time saver and guarantee s people will use the system

Cons

Ease of set up comes with lack of ability to sufficiently customise the product
Focussed on sales, means it is was not great at managing complex service lifecycles for our business

Beware of Prosperworks pricing strategy...of course nobody picks up a CRM system for a few months, not if you are making a serious decision for your company. Then, of course, the pricing decision favours the bigger payment annual plan (as opposed to the smaller monthly payment which is much higher on an ongoing basis) so I expect most businesses to opt for the annual plan.

But BEWARE of two things:
1) If you terminate at any time then "All charges are final, non-cancelable, and nonrefundable," This means you can sign on annually, use it for a month, give them their required 60 days termination notice, cancel.....but no refund.
2) AUTO RENEWAL. There is no prior notice on the 12 month mark. We had decided not to renew and thought we would get off the system at end of the 12 month period. Unfortunately, we thought we had commenced in March, but it turns out to be February, by which time the annual fee has been already taken from our account...then we are into the NOT REFUND terms.

Advice: I don't believe any small company can assess a crm for suitability during the 2 week free period after which we were forced to make a purchase decision. To save money (and we intended to be long term users) we signed on for annual plan. We stopped using the system after 6 months. I'm sure that Prosperworks knows this. This doesn't stop them from auto billing 12 months in advance without prior notice. Now we are paying for 2 years usage, having only used the system for 6 months.

More advice...the reason why we didn't immediately terminate from Prosperworks after 6 months (when we stopped using it) is obvious: we need to get our customer data out and that takes time. You should be aware of this as well: "All of Your Content on the Service may be permanently deleted by ProsperWorks upon any termination of your account in its sole discretion."

The customer service girl, after listening to my story said today "you can cancel on 60 days notice" but she did not tell me 1) that there would be no refunds (as per ProsperWorks terms) and 2) that they would delete all my data.

BEWARE BEWARE BEWARE. This is a marketing trap.

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

An overall easy to use CRM system. It is compatible with gmail and allows me to track how often someone views an email

Cons

I need to dive deeper into what else it can do.

Overall I have been very happy with Prosperworks. The system was easy to learn and I love the Gmail integration. I just wish I didn't have to pay for the professional package just to get the email tracking.

Pros

Email tracking
Activity tracking
Gmail integration
Ability to create custom fields
Customization features
Ease of use

Cons

Basic package doesn't offer email tracking so I'm paying for a lot of functionality I don't need just to track my emails
Email tracking sometimes doesn't work especially when using Gmail's canned response options

Will keep using for now, but having to go back to Google to attach things is quite annoying. Something that should be improved.

Pros

Full integration with Gmail, Google Calendar and other G Suite products. Many features are directly accessible from Gmail or Inbox. Can pull new leads from email directly into lead management listing. Can enable automated actions.

Cons

Email open alerts can get annoying. Pipelines cannot contain qualified leads.
Email attachments NOT available for templates, which defeats sales purposes.

Let me be clear, this product has great potential, and is almost good enough. But after multiple bad experiences with support, and an apparently stagnated development calendar, and very serious glitches, I suggest people stay away for a few years till this software can grow up a little.

Pros

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.

Cons

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.

Pros

Intuitive interface, excellent ongoing support and training, convenience of integration with gmail, continuing development which likely means the product will continue to evolve and improve

Cons

The import process lacked some features that would've made the hard work of getting existing contacts into the CRM much easier

Pros

Looks like it would be a great help to my business if I could get it to addon like other Google products...like Folio.

Cons

It will not integrate with a business managing email. They want me to pay for 3 different email accounts, when we're just a single team, managed under one email account, with 2 more subset business emails.

Pros

It was very easy to understand this product. Very simple and didn't take long to get the hang when it came to sending follow up emails which I love

Cons

Would like to see more custom templates tool to use and help with everyday marketing sent out to the clients

Pros

We all live in our inboxes these days, right? This is where the greatness of Prosperworks comes in. All you have to do is roll over the email address of a contact in your Gmail (using the Prosperworks Chrome extension) and with one click, you can add a contact to your database. *Bye* data entry! It's also very intuitive as it automatically asks once you've added someone to your contacts whether you want to create an opportunity or task reminder for that person to ensure that you are monetizing your lead gen and staying on top of potential clients. The system also looks at who you've been in contact with recently and asks if you want to add them to your database. Again, with just one click, you're growing your database regularly. Mass upload of contacts is simple and easy, as is exporting contacts. There are a lot of automation options available such as Mailchimp and virtually anything else that is available to connect on Zapier. Email templates with mergtags are easy to set up. Lots of customization options across the board.

Cons

It doesn't manage duplicates at all, which can be a bit of a drag. Email templates cannot include attachments or HTML. It's easy to lose your place when going down the list of contacts as the page has a tendency to refresh and start at the top as you navigate between contacts and sections. Reminders have limited options for when they are triggered.

Pros

I was looking for something that could keep everything organized for my salesmen and I wanted something that was like salesforce but cheaper. This was actually better than anything Ive tried and it was much cheaper. I could assign prospects to a team member and follow every step of the way. I could even check the email that are sent out in templates. I can see the activity on each account and I know when there is no activity. The pipeline is simple and very effective. I can easily track all the sales for the entire team in seconds. I can also assign task for each salesperson to do and have an alarm email me upon completion. No opportunity is lost without me getting an email to check on it. The team can upload docs and record all notes without closing the app. We are using a variety of different computers on it. Mac's, PC's, and Chrome books. It also connects right in with my Google G-Suit and all emails to clients are automaticly picked up and recorded in the CRM. Customer support does have a phone number and not just email.

Cons

There have been some minor quirks but they seem to get fixed really fast. If I call customer service I get help right then