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.

 

Copper CRM (formerly ProsperWorks) - Company activity
 
  • Copper CRM (formerly ProsperWorks) - Company activity
    Company activity
  • Copper CRM (formerly ProsperWorks) - Company list   preview
    Company list preview
  • Copper CRM (formerly ProsperWorks) - Mobile person details
    Mobile person details
  • Copper CRM (formerly ProsperWorks) - Communication activity feed
    Communication activity feed
  • Copper CRM (formerly ProsperWorks) - Related contacts
    Related contacts
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 8

330 Reviews of Copper CRM (formerly ProsperWorks)

 

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Software Advice Reviews (97)
More Reviews (233)

Showing 1-20 of 97

Damien from Handy Heywood Property Maintenance
Specialty: Construction
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2018

December 2018

Easy to use, but easy to lose data

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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
Specialty: Hospitality / Travel
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2018

December 2018

Getting Spammed Non Stop and Customer Service Won't Help

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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
 
 

Olivia from K08 Sounds
Specialty: Media
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2018

September 2018

One of the Best CRM Options

Ease-of-use

Functionality

Product Quality

Customer 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.

Review Source
 
 

Kiara from Centaur
Specialty: Real Estate
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2018

August 2018

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

Ease-of-use

Functionality

Product Quality

Customer 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.

Review Source
 
 

Jonathan from Fortress Wealth
Specialty: Consulting
Number of employees: 2-10 employees Employees number: 2-10 employees

July 2018

July 2018

Satisfied although they need to evolve a bit more

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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.

Review Source
 
 

Nolan from AcuStaf Development Corporation
Specialty: Software / IT
Number of employees: 11-50 employees Employees number: 11-50 employees

June 2018

June 2018

Good for small business

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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.

Review Source
 
 

Jenn from Digital Convo
Specialty: Advertising
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2018

June 2018

Shoddy, pointless

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

Review Source
 
 

Joseph from BERKSHIRE HATHAWAY
Specialty: Real Estate
Number of employees: 5,001-10,000 employees Employees number: 5,001-10,000 employees

May 2018

May 2018

Short learning curve

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

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

Review Source
 
 

Anna from Fellowship Housing
Specialty: Non-Profit
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2018

May 2018

Great CRM. Speaking with the reps for ProsperWorks was also an easy process, and they were very helpful. All around affordable database and efficient for keeping in contact with my necessary network.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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.

Review Source
 
 

Jennifer from Solid Waste Strategies
Specialty: Energy
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2018

May 2018

Awful, horrible

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

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.

Review Source
 
 

Vincent from Hayer Bishan Singh & Sons Ltd
Specialty: Consulting
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

May 2018

May 2018

Prosper G Suite CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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.

Review Source
 
 

David from Ability Consultants
Specialty: Other
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2018

April 2018

Good for sales, easy to implement - not as customisable as we needed it to be

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

Review Source
 
 

Andrew from Brokerpedia
Specialty: Banking
Number of employees: 2-10 employees Employees number: 2-10 employees

March 2018

March 2018

Beware, especially when it comes to pricing

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

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."

Review Source
 
 

JP from Carlton Building Services
Specialty: Construction
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2018

February 2018

President

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Value for Money

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.

Review Source
 
 

Peggy from Cypress Lifestyle
Specialty: Media
Number of employees: 1 employee Employees number: 1 employee

February 2018

February 2018

Easy to learn and lots of features and functionality

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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


Review Source
 
 

Sharon from Marketing Bee
Specialty: Media
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2018

February 2018

ProsperWorks and Google Integration

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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.

Review Source
 
 

Greg from Raptor Digital Marketing
Specialty: Software / IT
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2018

February 2018

Too Glitchy and Poor Support.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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.

Review Source
 
 

James from Jaq Jaq Bird
Specialty: Manufacturing
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2018

February 2018

Work in progress, but overall a solid CRM if gmail integration is a priority

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

Review Source
 
 

Julie from Canyon View Real Estate
Specialty: Real Estate
Number of employees: 2-10 employees Employees number: 2-10 employees

January 2018

January 2018

They really tried to get me to use it, but it won't integrate like other Google addons

Ease-of-use

Functionality

Product Quality

Customer Support

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.

Review Source
 
 

Daisy from Mortgage
Specialty: Mortgage
Number of employees: 2-10 employees Employees number: 2-10 employees

January 2018

January 2018

Trial

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

Review Source
 
 
 
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Showing 1-20 of 233


December 2018

December 2018

Great Tool For Sales Teams

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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
 

Rhodesia from Eze Software Group
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

November 2018

November 2018

Easy to use CSM

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
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 Employees number: 2-10 employees

November 2018

November 2018

Prosperworks to Copper. I like!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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 Employees number: 51-200 employees

November 2018

November 2018

Collaboration and Connection

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
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 Employees number: 2-10 employees

November 2018

November 2018

Lackluster Billing Support/Transparency

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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
 


November 2018

November 2018

Good CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
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 Employees number: 2-10 employees

November 2018

November 2018

Best CRM out there if you are looking for Gmail Intergration

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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 Employees number: 11-50 employees

November 2018

November 2018

Copper rocks

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
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
 


November 2018

November 2018

Has helped me get my marketing leads in order

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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
 


October 2018

October 2018

Company refuses to cancel account

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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

Date: November 2018

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.

 


October 2018

October 2018

Very customizable

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality

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 Employees number: 11-50 employees

October 2018

October 2018

Copper Review

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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
 


October 2018

October 2018

Tracking your coppers

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
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
 


October 2018

October 2018

Simple CRM that does what it needs to

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
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 Employees number: 2-10 employees

October 2018

October 2018

Copper (formerly Prosperworks) is a solid CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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
 


October 2018

October 2018

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
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 Employees number: 11-50 employees

September 2018

September 2018

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

Ease-of-use

Functionality

Product Quality

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
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 Employees number: 2-10 employees

September 2018

September 2018

The best CRM out there!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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
 


September 2018

September 2018

Didn't realize ProsperWorks changed its name to Copper.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

It works great with G-Suite now that it uses Google Cloud.

Cons

No real complaints except I hadn't heard that ProsperWorks changed its name to Copper since I used to use it at my old job. I am glad I found it again, though.

Review Source: Capterra
 

Jonathan from DriveCentric
Number of employees: 11-50 employees Employees number: 11-50 employees

August 2018

August 2018

Solid CRM Solution

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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

Review Source: Capterra
 
 
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