All Copper Reviews
1-25 of 547 Reviews
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Stefani
Human Resources, 2 - 10 employees
Used less than 6 months
OVERALL RATING:
2
Reviewed October 2021
Copper Gmail CRM
Alirio Rubén
Verified reviewer
51-200 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed July 2018
I work with hundreds of clients in LATAM. Prosperwork is a great support to manage my company.
I work in a service company that offers hardware and software solutions with hundreds of clients in LATAM. Prosperwork is a fundamental support for the management of our company, it allows us to follow up on the objectives set, measure deviations, marketing actions and contact with our customers.
PROSProsperwork is a CRM, which works in the cloud, which allows improving the sales management of any company. Among the most brilliant features is the complete merger with the Google Suite, but that articulation does not stop there, it also has the option of integrating with other web tools such as MailChimp, on cloud solution for handling email marketing campaigns, which makes an essential support tool for the work of our marketing department. It also offers synchronization with Dropbox, which makes it easy to transfer information through the tool. Due to being a solution on cloud, you can follow up, in real time, the work of the sales department. Contributing to the making of early decisions, avoiding the deviation from the goal proposed by our board.
CONSWe are very satisfied with the solution presented by this software, to the point of not having found ourselves before anything we want to do and can not do it in the tool. Although it is intuitive, it can be a bit confusing to use in the first few changes. Then, everything flows with a lot of precision and speed. The main reason for this situation is the large number of options and configurations that can be made in Prosperwork.
Robert
Building Materials, 51-200 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed February 2022
Not the standard CRM / Project Tracking
We use Copper to manager our existing customers. We do not add new customers often, just account management really. We also use it to track commercial projects. It's two completely different uses. We use Opportunities as commercial projects. It would be nice if People/Companies could be segmented as different types with different visible fields. We group a lot of fields and have to toggle open/close based on the type of person being entered.
PROSOur company uses the Google Suite of apps so integration with our current setup was extremely easy. We had a single implementation person assigned to our account and she was extremely helpful and responsive. Also the customization options were very useful.
CONSThe canned reports were not useful to us. We had to build our own through Google Analytics. However the Copper team have recently been upgrading their reports, with the ability to create custom reports now. It's much better.
Reason for choosing Copper
The integration with Google is what sold it to us.
bob
Insurance, 11-50 employees
Used daily for less than 6 months
OVERALL RATING:
2
EASE OF USE
3
VALUE FOR MONEY
1
CUSTOMER SUPPORT
1
FUNCTIONALITY
1
Reviewed November 2016
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
PROSInterface is OK but needs improvement. The app was convenient, but needs a better dashboard.
CONSHigh cost, lack of customization and features. Have to submit tickets for any help. Lack of training videos.
Anonymous
2-10 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
5
FUNCTIONALITY
4
Reviewed August 2021
I really like Copper
For us it all hinges on Opportunity tracking - which we modified into a "start-to-finish/inquiry-to-money-collected" tracker. We don't use the project management or task management.
PROSThe Google integration and drag and drop pipelines/stages are what sold me. It didn't take long to learn and start modifying it for our activity/information needs. The mobile version is more than adequate and the whole UI is well done. Like all good software, I'm sure there are features and shortcuts we don't use enough, but basically, it is more than suited for what we use it for; Customer information and job process tracking.
CONSThese cost more money - via upgrade; Mailchimp integration, adding many custom fields, and better than limited reporting. We run the Basic version.
Reason for choosing Copper
It was the best UI, Google integrated, flexible one of what we looked at.
Allison
Information Technology and Services, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
3
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed October 2020
Copper - CRM
Overall, a very good CRM. It has all the functionality and tools I need to manage the sales process.
PROSCopper 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.
CONSThere 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.
Reason for choosing Copper
Hubspot was way too expensive to upgrade to get the features I needed. Copper is a much more reasonable priced tool and does everything I need.
Reasons for switching to Copper
Hubspot was way too expensive to upgrade to get the features I needed. Copper is a much more reasonable priced tool and does everything I need.
Dave
Verified reviewer
Professional Training & Coaching, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
3
EASE OF USE
5
VALUE FOR MONEY
2
CUSTOMER SUPPORT
3
FUNCTIONALITY
3
Reviewed November 2020
Easy onboarding, extremely tight integration with GSuite, but complete fail on email tracking
Happy with the tight and transparent integration with GSuite, but cancelled due to the failure of email tracking.
PROSWe bought Copper (previously Prosperworks) to get CRM integrated with GSuite. Copper excels here: using the Chrome extension, you get transparent integration of Copper contact and activity tracking into GSuite, which works especially well with small teams. You can set up your own sales funnels, forecasting and project tracking, and everyone can see all the activity they are authorized for.
CONSWe wanted email tracking. While Copper offers rudimentary and amateurish tracking, they have completely abandoned the feature, despite continuing to describe it on their site. Worse, the feature is getting worse over time, which points to an out-of-control development process. For a more complete exploration, check this thread: [SENSITIVE CONTENT HIDDEN] We canceled after 3 years due to this issue.
Reason for choosing Copper
We had Copper up and running within minutes. Salesforce didn't call back for two days.
Richard
Marketing and Advertising, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
FUNCTIONALITY
5
Reviewed August 2021
Copper CRM is Way Better than other CRM software I've tried -- and I've tried many.
With me now using Copper CRM, I've found that I can make about 20% more connections during a day because the software is so logically laid out and easy to use. It keeps all the information I need right where it would logically be located. So Copper has saved me time and made me more productive -- and it surprised me.
PROSCopper is well designed, and very easy to use. It is logical and well laid out. I've tested 7 other products before Copper and they all were too cumbersome and hard to run.
CONSI don't like having to retype the same address information into the program for a "Person" who I am Adding to a Company that already has that address information in it. There should be a pop-up that asks "Use same address as "Company Name?"
Reasons for switching to Copper
SalesForce sucked. Cumbersome. Not logically laid out.
Madeline
Computer Software, 11-50 employees
Used weekly for less than 12 months
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed February 2020
A lifesaver for small companies!
I highly recommend Copper to companies who are looking to spend less time organizing touchpoints and more time doing the actual work at hand. Copper makes customer tracking and communications simple and has been a pleasure to work with.
PROS- Couldn't be easier to implement (went live same day) - Automatically gathers contact information for quick reference and reporting - Easy-to-design email templates, scheduling, pipeline creation
CONS- Logging in sometimes takes a few tries - Chrome extension sometimes does not automatically login (deters use) - More clear-cut pipeline design for product adoption (could be more customizability for business needs)
Reason for choosing Copper
Copper perfectly suits the needs of a small company with its ease of use, quick implementation, and fair pricing.
Reasons for switching to Copper
Salesforce was a nightmare to implement in that it was much too dense for the needs of our company of 11-50 people. For a tech-savvy person, it was still difficult to pinpoint how its capabilities matched what we needed and seemed inevitable to consult (and pay a high fee) for training or a consultant. Furthermore, it was too expensive for the high involvement required just to set up the CRM.
Vendor Response
Loving all the gold stars, Madeline! Thank you for the feedback.
Replied February 2020
Anonymous
11-50 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
3
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed October 2019
Cool Copper
I set up all of my meetings and have all of my business and many of my personal contacts set up in Copper.
PROSCopper tracks activity well and ability to make it a custom application for my use is helpful. I also like that it integrates with Gmail our company's email platform.
CONSA bit expensive. No ability to attach files to emails sent within the system. Files can be attached if using Gmail.
Reason for choosing Copper
Its ability to integrate with Google products.
Vendor Response
Greatly appreciate the review! As for the con you've listed, we do have a feature on the horizon that will address that concern and positively impact Copper users in a big way.
Replied October 2019
Kayla
Consumer Services, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed February 2022
Simple, Powerful Start-up CRM
We use copper as a CRM tool, a pipelining tool for fundraising, an ATS (applicant tracking system) for hiring, and a task management system for customer support.
PROSCopper is a fantastic CRM for startups leveraging Gmail that want seamless integration and an intuitive UI. Pricing is affordable in early plans, enabling startups to leverage Copper in their earliest days.
CONSThe brand needs a revamp – there are so many muted color, bland CRM tools. Copper *feels* like a fresher experience, and I wish their brand matched that new feeling.
Reason for choosing Copper
Seamless integration, accessible price, reliable product.
Phil
Food Production, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed August 2021
Sales for Organic Maple Syrup
Great tool for the price and for a team.
PROSA very essential tool, pretty easy to use for Sales CRM.
CONSLots of features are not needed for the basic sale of a grocery product. Would like to link a People of a Company to be the Companies Primary Contact. so there is only one entry for that in the Company. Wish saved files could be viewed and not just downloaded.
Reason for choosing Copper
Better team integration. Better Gmail intergration.
Reasons for switching to Copper
Copper (Prosperworks) is much better.
Ramiro
Information Technology and Services, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
3
CUSTOMER SUPPORT
3
FUNCTIONALITY
4
Reviewed November 2022
Operations Coordinator Opinion
We had a very good experience but we quit using it because of the price. It was too much for our needs. Though the features were amazing to have.
PROSThe integration with gmail is great. In our company we use google accounts, so using Copper extension; the CRM automatically update your contacts with the emails you send. It is very easy to maintain the leads updated.
CONSThe pricing was quite expensive. The basic plan is not good enough so you need at least the mid tier plan which may be expensive if you don't want to expend too much money. Sometimes they have discounts but they only last a few months.
Reasons for switching to Copper
Because of the google integration that allows to sync your emails with the crm without having to send them from the crm.
Joshua
Information Technology and Services, 201-500 employees
Used daily for less than 6 months
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
3
CUSTOMER SUPPORT
4
FUNCTIONALITY
5
Reviewed June 2020
Great product, built on the best email provider!
- We used to use Pipedrive before Copper however when we got to know about this tool we have been really pleased with the decision to migrate to this tool - I carried on the migration for my company and I faced little to no challenges in order to migrate my data - Since, we need to work on it daily it is really a good experience to handle this tool - Feed back from the team has been great as well.
PROS-Best thing about it is the seamless integration with Gmail and the plugin that it provides within the email. - Really like their training / help centre - Workfllow automation is great, been using it a lot - Get good reports out of these, especially the sales forecast and activites
CONS- If I were to point out, it would be that they do not have a continuous support over livechat on weekends for certain hours. - There isn't a direct way to get a report out of copper for any opportunities that have been moved to a particular stage at a particular time
Reasons for switching to Copper
- Seamless integration with Gmail - Better forecast reports - Great plugin within Gmail for which we do not need to switch between apps - Better sales reports - Workflow automations
Jesse
Construction, 11-50 employees
Used daily for less than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
3
FUNCTIONALITY
4
Reviewed February 2020
Convenient
Easy to work with and understand once you get into it. Works well for keeping a collection of information on projects in one organized location.
PROSIt was easy for multiple users to interface and access the same information either in the office or in the field.
CONSWe needed a software a little more robust that could working with our current systems and help with estimates.
Reason for choosing Copper
Price and flexibility. We ended up switching to Buildertrend after about a year though.
Vendor Response
Bummed we weren't able to be a part of your tech stack but appreciate the insightful feedback, Jesse. Hope we can be a solution for you in the future!
Replied March 2020
Timothy
Professional Training & Coaching, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
2
EASE OF USE
1
VALUE FOR MONEY
1
CUSTOMER SUPPORT
1
FUNCTIONALITY
2
Reviewed February 2020
Hooked in by Gmail integration, Pushed Away by Lack of Features
The icing on the cake for us with Copper (which had an easier to remember name when it was called Prosperworks), was that we decided to cancel and reached out about ending our contract. Since we did it after the end of the 2nd year of our contract, we were now committed for a 3rd year. We had to remember to do so a month in advance of the end of our 1 year. Now, anyone who is in SaaS knows that this is insane. This is a self-setup system (I may have spoken to a person once). The only reason to do this is to take advantage of your customers. This is a terrible practice and I wish we had never made the mistake of engaging with them.
PROSWe embraced Copper even though it was a little pricey for a small business and required us to commit to a year. Our main reason for using it is that everyone in the company has to at some points be a salesperson and we thought that a tool built for Gmail would be the best option.
CONSWhen we started to seriously use the software for more than big contracts and started to reach out to a lot of prospects, the holes in the system were glaring. There are a ton of small things that just drove us crazy. We ended with tons of duplicates. To eliminate them you have to export to Excel, etc. Not fun and not realistic. Any mistakes during data imports caused all sorts of data problems. There is no automating of drip email campaigns. The navigation is so confusing. We spent a lot of time figuring out where we clicked to get to a particular screen and how to replicate it. I found myself being super careful to do the exact same thing every time because it shows leads, contacts, accounts and opportunities in an alternating left-right fashion that is just confusing. The absolute biggest is that there are no reports that give you any insights into how your email is performing, which is odd because they've written blog posts on the importance of doing so. All you can see is a running list of who opened your email or didn't. It is like looking at a terminal window for error messages.
Vendor Response
Hi Timothy, thanks for the thorough review. We're very sorry about the experience you've had with our team in the past, and we're doing everything we can to make things right. We understand Emilia from our team reached out and was able to connect with you to better understand where we could better improve and address the hurdles you've run into. We're happy to hear the lines of communication were open and extend that offer to you beyond Emilia's initial outreach. Thanks again.
Replied February 2020
Nathan
Verified reviewer
Marketing and Advertising, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
1
EASE OF USE
4
VALUE FOR MONEY
1
CUSTOMER SUPPORT
1
FUNCTIONALITY
3
Reviewed February 2021
OK product. TERRIBLE customer service. DECEPTIVE cancellation policy
OK product. Terrible company to do business with. Avoid.
PROSAttractive, easy to use, with good G-Suite integration.
CONSLabyrinthian cancellation process with UI designed to lead users as far away from a successful cancellation as possible. No confirmations of cancellation in UI or emailed. No user viewable record of cancellation. I was billed for 10 months after I thought I cancelled. When I tried to login after noticing the charges, I was unable to even after attempting to reset my password (No user exists). I explained the situation to customer service and they reset my account and told me they weren't able to discuss refunds for the past 10 months until I processed another cancellation on my reset account. I did so and was billed AGAIN two days later. When I contact customer service, they said that per their policy, not only was that charge valid, but that I would be charged AGAIN next month before charges stopped. When I asked about a refund for the past 10 months, they said that I should have cancelled and when I said that I did, they said prove it. I told them that their system does not generate cancellation emails and they said that per company policy, they would provide no refunds without proof of cancellation. PROOF THAT DOESNT EXIST BECAUSE THERE IS NO RECORD OF CANCELLATION EMAILED TO YOU OR AVAILABLE IN THE APP.
Vendor Response
Thank you for taking the time to submit a review. As a result of your feedback here and on other sites, and as a result of similar feedback from others, we have taken significant steps to improve as follows: 1. We hired a new VP of Customer Success, who took this problem on immediately. 2. He instituted 3 additional renewal email reminders: 90 days, 45 days, and 30 days before renewal 3. If the email reminder bounces due to account ownership changes, we assign the case to a Success Manager to track down the current owner to ensure the renewal notices are delivered 4. We adjust the renewal period not to start until we have confirmation that the account owner has been notified. 5. We rewrote our terms of service to make our policies more clear 6. We worked with support to provide clearer instructions on how to cancel an account. 7. We increased our support staff by 50% to make it easier for customers to get in touch. We wish you all the best in your future endeavors.
Replied July 2021
Roger
Capital Markets, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
1
EASE OF USE
2
VALUE FOR MONEY
2
CUSTOMER SUPPORT
1
FUNCTIONALITY
3
Reviewed October 2022
Congrats Copper! You are now officially the worst customer service!!! Great job being a FAILURE!!!!
I have emailed and used the customer service bot on the website over 20 times since July to ask a basic question. Copper refuses to answer my question. It is not humanly possible for a human to be as rude and stupid as the bot that never answers my question!!! In my 30 years in business Copper by far has the worst customer service on the planet!!! Even worse than Pac Bell had back in the 1990’s and it was not possible to have customer service as dumb as theirs until Copper came along!!!!
PROSGoogle Integration is what I liked the most! I used to love proper works then it became Copper. Taking away customer service is a major Blunder!!!! Don't do business with copper unless you have plenty of time to waste hours of your life and cost you and your business tons of money in wasted production time.........
CONSWhich dumb-ass executive wakes up one day and takes away customer service!!! Are you that ignorant that you believe your bot works????
Reason for choosing Copper
Google Integration
Reasons for switching to Copper
Google Integration
Vendor Response
Hi Roger, Thank you for taking the time to share your feedback. We're sorry to hear you've had this frustrating experience, and will review our processes to ensure they deliver better support for our customers. I've shared your information with the customer support team and they will reach out directly to hopefully resolve this issue. Wishing you all the best, Melanie at Copper
Replied January 2023
Drew
Insurance, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed September 2019
Great CRM for Gmail Users
Great company with an excellent support team always available. Offer monthly training and update webinars as well.
PROSLove this CRM as it integrates easily with Gmail. Good ways to customize the pipelines and customer management options.
CONSDoes take some time to set everything up and need to add on a few features to have it customize the way you want.
Reason for choosing Copper
Gmail integration and cost.
Reasons for switching to Copper
Company was growing and needed a better CRM
Vendor Response
Thank you for the kind words, Drew. Taking into consideration your cons for the product and see how we can work to make it better. Thanks again!
Replied September 2019
Josh
Financial Services, 51-200 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
3
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed August 2022
A great CRM for a small to mid-sized company
Copper has been a great experience overall. Their Customer Success Managers are the most helpful, prompt and friendly people whenever there's a hiccup with Copper. The price per user is a bit expensive
PROSWhat I like most about Copper is its built-in connectivity to all things Google. Auto-logging calendared events, easily adding files to records from our Google Drive, using the Copper add-on to easily push data out to Google Sheets and then Google Data Studio...it's great.
CONSI believe Copper needs to focus on tightening up existing features before rolling out new features to compete with other platforms. There's a delicate balance between building new things and maintaining what already exists and I feel that sometimes their focus is too dedicated towards building new.
Reasons for switching to Copper
Contactually was acquired.
Connor
Verified reviewer
Veterinary, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed July 2020
Flexiable and Easy to Use
We've been able to create multiple ticketeing systems and pipelines to track ROI on new promotions and programs.
PROSThe flexibility the software offers through customization and its automated workflows make both your job as an admin, and your everyday user's lives so much easier. It's also so incredibly easy to learn even on the higher technical end it isn't challenging.
CONSA number of the support articles are very outdated, especially in regards to the various integrations you can make, but reaching out to support usually fixes this.
Reason for choosing Copper
Customization, ease of use, and price
Reasons for switching to Copper
The old program was just not cutting it. It wasn't mobile-friendly or as customizable as Copper.
Maria
Construction, 2-10 employees
Used daily for less than 6 months
OVERALL RATING:
3
EASE OF USE
3
CUSTOMER SUPPORT
4
FUNCTIONALITY
2
Reviewed August 2018
Not that Great
This is sold as limiting data entry, and it does a little. Maybe more once we get very familiar and are not trying to back track so that we can just use one system and not two while we get the other set up. I have to say that the OnBoarding that they provide is very good, and I like that they are able to provide that. I think some of the pitfalls are simply because it is web hosted and that comes with its own assortment of issues.
PROSI like that I (theoretically) can see emails that were sent to a client even if I was not included, it makes it more helpful when I am trying to find information, or figure out what the status of a client is. The automated tasks are useful if you do them right.
CONSIt is constantly syncing and if you are a fast typer it will delete what you have written while it was syncing sometimes. That is incredibly frustrating. It's also not a totally intuitive system, it is obviously still in its early stages and therefore a little clunky. Also, if you are not an admin you have basically no power to add things that you might need in a sort of random situation. I have to go to my admin all the time to add things that I need, and maybe it is only for one client, but I need that field or option or automated task and I am not allowed to add it myself. You are unable to view more than one client in the small side bar of an "opportunity", and you are unable to see their names when just looking at the opportunity. Also the terms that they use are very salesy, and not very customizable or people oriented. The customization of how you view things also seems very limited. I like being able to view all my contacts by last name, that isn't really easily possible with this. It's just an adjustment but it would be a lot better for me if it was not something that I had to adjust to. It is web hosted so if you are not somewhere with wifi or data you can't access anything.
Praveen
Verified reviewer
Information Technology and Services, 10,000+ employees
Used daily for less than 2 years
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed July 2018
ProsperWorks is one of the best CRM solutions I used so far
Has a standardized graphical user interface. Has superb marketing feature. It is simple to install the setup and doesn't require much training on its usage. Helps you track leads and automatically sending them notifications, thereby increasing the sales. It is cloud-based and is integrated with Google applications making it easy to track all the interactions with your clients, Mailchimp, linked in. You can create and notes for each lead. It has a feature, wherein you can check if a prospect has opened your mail or not. The customer service and support team are very responsive. Each of the client’s profile comprises relevant information in addition to the previous conversation threads. Pipeline reporting helps large businesses. You can prioritize and plan all your events and meetings and set up task reminders. As it is integrated with Google products, manual data entry is avoided and it has helped in saving time and minimizing errors.
CONSOne of the main drawbacks of this CRM is that it lacks call integrations. The reporting feature needs upgradation.
Mehdi
Verified reviewer
Information Technology and Services, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed February 2020
Cooper aka Prosperworks is Love
Im using it daily for 10-12h, if they would improve their mobile version and implement a dark mode, so that i don’t get blind i would be gassed.
PROSWithout Copper i would be loosing so much hair, that i would be bald of the amount of stress consumption i get to account all my Leads & Opportunities.
CONSnothing
Reasons for switching to Copper
Usability,support,money,time
Vendor Response
Preventing Mehdi from hair loss since 2017. Looking to keep it that way for you for years to come!
Replied February 2020
Mohit
Information Technology and Services, 201-500 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
3
FUNCTIONALITY
4
Reviewed August 2020
So far the best CRM
Great platform to manage the leads an opportunity. Seamless experience as it integrates with gmail.
PROSThe drag and drop feature for opportunities works the best. Eg: Qualified lead to pricing sent etc. The integration with Gmail is fantastic. No need to go to the actual Copper website to create a lead or an opportunity, it can simply be done from your gmail page. The files column helps to keep all documents at one single place for review. Also, the tag functionality works for me very well in terms of a collaborative effort on a specific opportunity.
CONSLogging the task of an opportunity even once you have marked it as done. I feel this is unnecessary