The CRM for sales team on Gsuite

I've used a lot of CRMs, from Salesforce to Pipedrive. Copper is hands down the best. Easy to use, easy for the team to adopt but still very powerful under the hood.

Pros

Automated data entry. Pre-populates a lot of my contacts data so adding new leads is a simple point and click. The gmail integration is amazing. I can get a clear picture of my entire relationship from where I work - gmail. Im really starting loving the workflow automations and cool calculated fields I can make now.

Cons

I'd like to see a better native integration with an email automation software

Copper nos ahorra tiempo

La apropiacion de la herramienta en el equipo de trabajo nos permitido entender los datos comerciales que a su vez nos permitio mejorar las ventas

Pros

La integracion con Gsuite nos ahorra tiempo teniendo todo en un sola pantalla nos permite actualizar el CRM mientras trabajamos en el correo electrónico

Cons

Lo que mas me gusta es lo simple de la herramienta pero es super robusta

Good for Start Ups

Using Copper was a great start when my business was just starting up. The features are good but basic. It's worth the value for the money. But as my business expanded I needed more features and integration that it did not offer.

Pros

I used copper for over 6 months before switching to another CRM. It was fairly easy to use. It integrated nicely with G-suite and my task reminders were always on point. I was able to use the pipeline easily for tracking progress within deals and the managing the contacts was quite easy as well.

Cons

It didn't integrate with Facebook which was one of my main channels for advertising. It didn't integrate with my phone system which is probably the biggest reason that I switched to another CRM.

Extremely Limited

Tried PW for my insurance biz. It was a total waste of time. It took 20+ hours to set up for my business and did very little to help organize contacts/meetings/notes as I required. Also needed to be able to filter/search for data. Overall, it lacked customization. Wanted to add custom fields like birthdates. This proved impossible, as the date field required input via pop up calendar, so you'd have to click through every month to get back to January 1 1965. I talked to their support people for a total of 3 hours and the conclusion of it all was "the software can't do that and we're not going to implement that unless a ton of people ask for it." That should have been a red flag because it just got worse. Importing data is super annoying. If you have a google sheet you want to import, you have to download it as a CSV then re-upload it, and hope the fields match up. It also adds a bunch of tags to crap that makes a huge data mess you end up wasting hours to fix. The dashboard is a total waste of space. There is no useful information. The People section is basically a glorified Excel spread sheet. When you export your data it grabs the fields, but leaves all of the activity notes behind, so you cannot back those Custom filters are another massive failure. If you want to filter by X but exclude everyone who already has Y, it's impossible. I think an undergrad designed this system because it lacks advanced features severely. If you want to set up a daily to-do queue, forget it. You might as well use paper checklist or a spreadsheet. Another major problem is that it will pull info out of your google contacts and if you check the box for Sync with Contacts, it will completely destroy your hardwork in contacts. It deletes data out of fields, such as addresses and phone numbers. You have to pay for another software called Pieworks to fix that, but it's also terrible. A simple basic feature that should be included is not, and you have to pay yet another monthly sub for something really stupid that should be there. It has an app for android, and it was convenient when out of the office. You can pull up the contact and if you just had a meeting with them, dictate the notes into logging a meeting. If you need to call them, just tap their phone number, and at the end of the call PW is already logging your call, just enter the notes about topics of discussion. However, the app needs improvement in terms of the dashboard, such as calendar and to do list like a call queue or other service tasks. You have to submit tickets for every little thing. It's extremely annoying and waste of your time. I decided to cancel this, pulled all of my data out of PW and set it up in a spreadsheet. PW is barely more than a spreadsheet with a pretty interface. It's not worth the money. You might as well use something free -- or spend the money and get a real CRM with all the features you really need. They will not let you cancel. There is no place to remove your billing information or cancel your plan. You have to submit a ticket and hope they answer it, but more likely, they'll ignore it because they are a greedy company that ignores the requests users make on their website for changes. They claim they are the CRM google uses, but that's not true. This is a very immature piece of software that cannot handle a serious business with specialized needs. They may have partnered with

Pros

Interface is OK but needs improvement. The app was convenient, but needs a better dashboard.

Cons

High cost, lack of customization and features. Have to submit tickets for any help. Lack of training videos.

Copper - CRM

Overall, a very good CRM. It has all the functionality and tools I need to manage the sales process.

Pros

Copper is a solid CRM with lots of features to help handle your sales funnel from start to finish. You can sort/filter and run lists, export lists, and manage tracking of interactions, schedule follow ups and keep track of emails.

Cons

There are a few key features on Copper that are not intuitive/user friendly. It's not that they are difficult, but features could be better marked and highlighted as to how to do certain things on the platform. I wish it had better tracking to manage a sales team.