All Copper Reviews
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Copper Reviews
Reviews Summary
Overall Rating
4.4Ratings Breakdown
5
4
3
2
1
Secondary Ratings
Ease-of-use
4.5
Customer Support
4.3
Value for money
4.1
Functionality
4.1
Pros
"It's integrations with Google workspace streamlines every aspect of the sales process and has even streamlined our servicing and policy renewal process."
"We can track notes on our clients, organize new inquiries for our services, and have increased communication between team members as a result."
"However, the best feature is Copper's ability to sync with my Gmail-based work account, capturing all conversations with clients."
Cons
"This can be frustrating for users who need comprehensive reporting capabilities, as it restricts the ability to analyze and gain insights from all available data."
"It doesn’t feel like a customer-first approach, which is disappointing given how small the account is and how long we’d previously been customers."
"I know it's not, but the act of going into the filter menu, changing pre-existing filters, and then pressing "update filter" *feels* hard to reverse."
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