Opiniones de Copper

Copper nos ahorra tiempo

Comentarios: 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

Puntos a favor:

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

Puntos en contra:

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

The CRM for sales team on Gsuite

Comentarios: 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.

Puntos a favor:

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.

Puntos en contra:

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

The ONLY Fully-Integrated CRM Solution for Google Workspace

Comentarios: Our small business has been a Copper client for the last 2-3 years and we have been incredibly happy with the Copper CRM product and the team that supports it. As our business grows, so do our CRM needs. Copper has been able to fulfill each of these needs as they arise, often from regular updates on their product roadmap. It's almost like Copper has been "inside our head" and developed exactly what we needed prior to us asking. @TeamCopper - Great job listening to your clients in the community and actually developing your product to suit our needs. This is what encouraged us to sign a 5-year agreement with you!

Puntos a favor:

Full functionality within Google Workspace plug-in (Gmail, Calendar). Ability to pull a list view of Opportunities, Leads, etc and update individual records without leaving the screen (HUGE time-saver).

Puntos en contra:

Import function needs work in the area of duplicate management and add/ overwrite tags. Third-party integration with Zapier makes this seamless but can add unnecessary expenses.

If you have Google, Copper is the crm you need

Comentarios: We use Cooper to keep in order all the management of activities and projects of the company. What I love about this tool, is that it pairs perfectly with all google products, making it functional and perfect for keeping emails, calendar, alerts and more in order and up to date.

Puntos a favor:

The platform allows you to create a profile for each client, obtaining data not only from Gmail, but also from google. It also allows to make calls from the profile of each client, as well as having all the history of conversations, appointments, past and future. We can also create flows of activities easy to work with the drag and drop option.

Puntos en contra:

The process of integrating other applications, which are not associated with google, was difficult for us, but customer service knew how to guide us to solve it. Its learning curve can be high, due to its overwhelming design, maybe if they improve its interface, it would be friendlier to use.

OK product. TERRIBLE customer service. DECEPTIVE cancellation policy

Comentarios: OK product. Terrible company to do business with. Avoid.

Puntos a favor:

Attractive, easy to use, with good G-Suite integration.

Puntos en contra:

Labyrinthian 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.

G-Suite compatible single-purpose CRM for small businesses

Comentarios: Copper is strong enough to be helpful and is easy enough for everybody to utilise. It is addressing the requirement to provide details about each of our connections and classify them into various cohorts to be a suitable fit for our events. Regular use of copper surely improves our company's performance. I frequently utilise the mobile app to contact a client when I'm out of the office. I don't have to add contacts on my phone, which is nice.

Puntos a favor:

Because Copper is user-friendly, teams can easily create enduring CRM habits and practices. It has a minimal UI and is lightweight and quick. It seamlessly connects with the other technologies we use internally, allowing us to automate a variety of tedious manual operations that were previously required. Additionally, it records the ways in which customers discover our company, and I use that information to decide how best to spend our advertising budget. This is an excellent sales tool for small businesses.

Puntos en contra:

I wish it were simple to trace customer SMS messages. It would be convenient if all customer texts could be forwarded to this location in some way. I don't like that we don't get analytics or the opportunity to plan a follow-up based on the recipient's activity, etc. This would completely alter the situation for copper. Also, there have been a few instances where the connection between Copper and Google Data Studio stopped operating for a week or two, which affected our internal procedures.

Basic CRM, looking for automated workflows, look elsewhere!

Comentarios: Copper is our CRM and is only used for our sales team. Our products are a mobile app and website that generate leads that go into Copper in which our sales team is able to qualify and view all communication with prospects and move them along the appropriate pipeline. One of the main problems that Copper solves for us is integrating with Slack and their mobile app to update us real-time of new leads. Also, a nice feature of Copper is their integration with G Suite (since Copper is a Google Product), that keeps track of all communication with each prospect. From a more technical perspective, Copper has a quite robust API that allows us to connect our mobile app attribution platform, Slack, PostgresSQL, and chatbot Intercom.

Puntos a favor:

One of the main benefits of Copper is real-time reports. We are able to breakdown won and lost revenue amongst our sales team and also account for projected sales revenue based on the opportunities in the pipeline and the expected close rate of those opportunities. Copper has automated actions that allow us to move prospects through pipelines effectively. We set automated reminders and tasks for opportunities based on their pipeline and stage within the pipeline. These reminders and tasks are also emailed and sent as a push notification to each respective lead owner.Copper has automated actions that allow us to move prospects through pipelines effectively. We set automated reminders and tasks for opportunities based on their pipeline and stage within the pipeline. These reminders and tasks are also emailed and sent as a push notification to each respective lead owner. We are a big fan of the Copper newsletters. They provide a clear roadmap of what to expect from them from a product development standpoint and what to expect next. Their emails are easy to digest, and optimized for mobile. Also, they ask for user input that has been integrated into their roadmap.

Puntos en contra:

While Copper has a quite robust API, they do not have any webhook receiver URLs. In order to effectively communicate data between Copper and another platform is through a paid Zapier account or Tray.io. Automated actions are nice, but the work flow automations are extremely limited. We are not able to send users automated emails, push notifications when they enter a new stage of a pipeline. More direct integrations with messaging services - transactional + marketing email services, push notification platforms, chat services.

Intuitive, Inclusive & Scalable

Comentarios: Wonderful! The customer service is AMAZING and overall we have converted so much more closed business as a result of effective lead and pipeline management within our company.

Puntos a favor:

The ability to manage leads, manage pipelines, and store data, along with the ability to automate lead management.

Puntos en contra:

the lack of ability to integrate with other softwares, the lack of commission management features, and the lack of ability to specifically disburse leads automatically based on tracked conversion rates

Good, well-balanced small business CRM

Puntos a favor:

Copper is feature-rich and did everything we wanted it to do to manage sales at a relatively large website. We used Copper to manage leads, convert them to opportunities, track payments, and fulfill our clients' orders. We also set up integrations with Slack and Google Forms, which made it much easier for clients to reach out and for us to track progress and discuss projects in a single tool (Slack).

Puntos en contra:

Pricing could be more competitive, but compared to Salesforce, it's probably not bad at all.

Keep it Simple Stupid

Puntos a favor:

Simple Easy to use Integrates with Email Minimalistic yet still feature heavy Provides actionable sales process data

Puntos en contra:

Which it dealt with duplication a little bit better

More than I'll ever need

Comentarios: Great. It has been hassle-free and has helped us stay organized.

Puntos a favor:

The product is very clean and simple to use. On top of that, every little detail can be customized.

Puntos en contra:

For whatever reason, support seems to be hard to reach. Any questions that come up usually take 2 days to be answered.

Disappointed on many fronts

Comentarios: I had high hopes when making the transition from Pipedrive to Copper. I was interested in custom reports and overall more customization of the product when compared to Pipedrive. The trial period went well with the software and the help from support in the transition, but ultimately we were pushed to commit to the paid account before we could test everything needed for our business. We paid the annual subscriptions for our team and ended up wanting to leave the CRM after about 6 months because the CRM wasn't meeting our needs after we worked with it for some time. When asking to cancel and refund the balance of payment not used they were unwilling to offer any refund, stating the contract says no refunds :( So we left with a bad taste in our mouths and overall disappointment with the software and support.

Puntos a favor:

I liked the ability to do customized reporting, gsuite integrations and overall customization of the CRM.

Puntos en contra:

The customer service was helpful to certain level. They helped us transition through the trial period in the software but ultimately I was pushed to commit to the product before we could fully test everything we needed. The CRM is somewhat cluttered and the UI is a little too subtle. Specifically the opportunities pipeline and tasks due really don't come forward visually because the status color dots for upcoming task, ect are too small and the color contrast is too low. Pipedrive did a much better job at this quick visual communication for the user showing what might be overdue, coming due, etc.

Easy onboarding, extremely tight integration with GSuite, but complete fail on email tracking

Comentarios: Happy with the tight and transparent integration with GSuite, but cancelled due to the failure of email tracking.

Puntos a favor:

We 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.

Puntos en contra:

We 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.

Terrible Customer Service

Comentarios: Ok software, terrible customer service.

Puntos a favor:

Software is simple. The pro is the widget for your Gmail Inbox.

Puntos en contra:

Contact information automation is below par and we had the occasional syncing issues. The feature are not worth the price per user. After using the service for a full year we decided it wasn't the right fit. When we requested to cancel the service, [SENSITIVE CONTENT HIDDEN] from Copper refused to refund us because it was 2 days past the deadline! I responded to [SENSITIVE CONTENT HIDDEN] who never wrote back. I have made multiple attempts to contact Copper and still haven't heard anything back.

Great product, built on the best email provider!

Comentarios: - 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.

Puntos a favor:

-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

Puntos en contra:

- 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

Copper Has Failed

Comentarios: A CRM is a great thing, but Copper has not delivered! The software is unreliable, the customer service has fallen short. What we were promised is not what we have received. It is too bad, because I love a lot of the features.

Puntos a favor:

It is easy to use, once you get the hang of it. Good customization. Phone App. Copper integrates with all things Google.

Puntos en contra:

The Software isn't solid! In a matter of 6 weeks the CRM has had 2 major malfunctions, called "bugs" according to Copper support staff. 1)People Records Malfunction - I am the admin of this software and the person responsible for uploading 28 years of Legacy Data (all of our customer records). In attempting to update some of the outdated contact info changing phone numbers and addresses, emails etc. which I populated into Copper from various spreadsheets, work order lists, Quick Book records, and email contact lists. The "People" records began to malfunction; phone numbers literally began jumping around. Example, I would open someone's customer's record and another customers number would populate, I would end up calling the wrong customer. Copper engineers have been "working" on this for a month, still no fix. 2.) Opportunity Pipeline Malfunction - Imports are mapping to the wrong Pipeline. I have hundreds of business opportunity records, Google sheet based spreadsheets, that I am attempting to import (bulk) thousands of cells of data to the CRM, despite properly mapping the import (correct methods on my part) this crucial business information imports to the wrong pipeline & tons of data is lost in the process. This is huge, if you can't import and map your customers spreadsheet records (bulk) you have to hand enter each record. What should take 5 mins will take days/weeks/months! This has been going on for over a week now, and no one at Copper seems to care.

Copper is a great tool for sales, contacts and tasks management

Comentarios: Copper is defenitely a very powerful tool when it comes down to sales and task management. It is easy and instinctive to use!

Puntos a favor:

As a booking agent and as an artist manager, the 2 things that I enjoy the most with Copper are the Task Manager and the Contact List features. It goes without saying that the contact list manager is a very powerful tool. It is easy to use: whether you just want to browse through the contacts, uplaod/add new clients or even if you need to find a "needle in a haystack". All the filters that you can apply in a research are super helpful! The task Manager is also one of the main feature that I use on a daily basis. I find it super easy and convinient to set up remainders and follow ups. It is also very useful when it comes down to dedicate tasks to colleagues (without having to talk to them, because you can be very clear using the "details" section).

Puntos en contra:

I think probably the biggest issue I have with Copper is that we are all francophones at Doze Agency. Because the version of the software we are using is in English, we sometimes have problems with some "list management". We sometimes have to use some special caracters in French (for exemple: "é", "è", "à", etc.). Maybe a French version of the software is not an option, but a cool feature would be that the software could associate special caracters like "é" to the letter "e" or a caracter like "à" to the letter "a". I know it may sound strange to some, and I don't know to what extent there are other french speaking users of the software, but it would defenitely be a great plus!

Prosperworks CRM

Comentarios: There was confusion from the beginning as to who my main point of contact was to get started. I had an initial person, then interacted with two others. None were able to assist with questions about merging my domain name email with my gmail account. The CRM software specifically caters to gmail users. That was fine as I had set up my domain name email to send/receive via my gmail account. None of the support persons were able to advise or confirm if Prosperworks would still work with my domain email via gmail. I was instructed by one of them that I would need to also subscribe to the paid Google for Business service. From the onset I was asked and confirmed I was only interested in the level. As I'm a new agent in Real Estate, and I would be the sole user, I did not need, nor could afford the bells and whistles. One of the key selling points was the ability to track and see when my emails were opened. At no point in my various conversations with 3 different consultants was I told that this feature was only available at the price point. It was only after I had installed the software and inquired about the missing feature that I was told I wasn't eligible. Also, the ongoing question about the integration of my domain name email address was never satisfied. After playing around with the app, importing contacts and setting up both my gmail and domain name email in the app during the free trial period, I discovered that I would need to pay for an additional account for the "second email" even though it was me the same person. My take-away was that I would need to pay for each additional subscriber. When compared to others like Hub Spot, this is simply a bad deal. At no point during the onboarding process was this explained until I was ready to confirm payment/my own personal email issues. I was told a supervisor who would be more knowledgable would be in touch. It was around a week later I heard from a supervisor. By then I had moved on. I informed her that I had discovered HubSpot and would be using that as my CRM moving forward. HubSpot is free and also comes with the feature to track opened emails. The supervisor told me that HubSpot was NOT a CRM. It is. So, in the end I would not recommend Prosperworks. It seems this app is too new and the support team is lacking in knowledge. At the basic level of it's not worth it when compared to others that offer the majority of the same features for free.

Puntos a favor:

useful if you use gmail exclusively.

Puntos en contra:

lack of knowledgable support team. too expensive when compared to other CRMs

Everything I need for success in one platform

Comentarios: At first the learning curve with Copper CRM was difficult especially since I had been trained in other softwares. The video tutorials were a great help! At this time and after the learning curve I am very happy with my overall experience with Copper. I use it daily and enjoy how I can personalize the features to suit my sales and relationship management needs.

Puntos a favor:

There are a few features in which I like most about the Copper CRM software. Firstly, the opportunities pipeline feature. This is a great tool in following the journey of prospective members and new members. When moving throughout stages of the platform intergrations allow for tasks to be automated with intergrations to Gmail. Which leads me to my next favourite feature which is the Gmail intergration and Zapier intergrations. This allows for my workflow to become much easier, built-in interaction tracking, and more. The email templates are a huge plus too!

Puntos en contra:

It was previously the dashboard, but the recent upgrade which allows for a customizable dashboard is a wonderful added value.

This is the best CRM for a small business I have ever used

Puntos a favor:

Ease of use, Flexibility, Multi Businesses can be operated from the same database. This system is easy to customize and automate. I like that it can be automated to other programs I use using Zapier or direct links to the software through API. It is also most useful because it integrates well with Gmail. Training team members is easy and straightforward. Their support tools make bring new people onto the system effortless. Each channel of sales can have it's own steps process to complete a sale. You can do reports by each Channel.

Puntos en contra:

Support tickets take too long to process. Rather than just provide an answer to your request, the system contacts you to make sure you still have the question open and then you must refresh the ticket. Seems to be a glitch in their Zhen Dest process. Because I am in China doing some work, I find this most irritating. I cannot seem to get them to fix this problem. I wrote a letter to the president of the company after he wrote me wanting to know my opinion of the system but he never answered. The company is growing quickly and that is good but sometimes it also causes delays in getting the little things fixed. Over all though, I give the company a 5 start rating for effort, design, support and usefulness.

It doesn't get easier to enter your contacts into a CRM than Prosperworks

Puntos a favor:

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.

Puntos en contra:

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.

ProsperWorks is one of the best CRM solutions I used so far

Puntos a favor:

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.

Puntos en contra:

One of the main drawbacks of this CRM is that it lacks call integrations. The reporting feature needs upgradation.

Copper is a great tool for the office.

Comentarios: We love Copper and use it daily. Great CRM program.

Puntos a favor:

We like the ease of use for this program as we are sales reps and need to have names for all our customers along with tracking emails and notes. We also have the apps on phones for those out in the field.

Puntos en contra:

I only really wish there was a way to easily merge contacts.

Copper: The CRM tool for Google G Suite users

Comentarios: Lead management with a dashboard instead of searching in my mailbox for important mails.

Puntos a favor:

The seamless integration with Google G Suite makes this tool a terrific CRM tool. Now that Copper also has add a Project Management tool makes it even more beautiful.

Puntos en contra:

I don't know any cons for Copper. I don't have any negative experiences so far for this Google G Suite CRM tool.

Satisfied although they need to evolve a bit more

Comentarios: 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.

Puntos a favor:

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.

Puntos en contra:

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.