What users are saying about
1 Ratings
34 Ratings
1 Ratings
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Score 9 out of 100
34 Ratings
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Score 8.3 out of 100

Likelihood to Recommend

17hats

I think it's great for businesses who offer monthly services and want to automate their invoicing. Even for businesses who offer one-off services as well.
Marli Espinales | TrustRadius Reviewer

Copper

Copper is the perfect CRM for businesses and organizations that use G-Suite. It integrates seamlessly with Google products and makes data entry a thing of the past. With a simple click, you can import leads from your Gmail conversations or import a prebuilt list in a matter of minutes. Copper is truly customizable and is very easy to make the CRM work for you. It is very easy to create custom fields, manage leads, people and opportunities, and run reports on user activity, pipelines, and more. I think Copper is less appropriate for organizations that may need very complex CRM environments and do not leverage Gmail or G-suite products. Copper is the CRM for Google users.
Erik Viager | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

17hats
9.2
Copper
7.6
Customer data management / contact management
17hats
9.0
Copper
8.5
Workflow management
17hats
9.0
Copper
6.8
Integration with email client (e.g., Outlook or Gmail)
17hats
9.0
Copper
7.7
Contract management
17hats
10.0
Copper
7.6
Quote & order management
17hats
10.0
Copper
6.1
Interaction tracking
17hats
8.0
Copper
7.9
Territory management
17hats
Copper
8.0
Opportunity management
17hats
Copper
8.3
Channel / partner relationship management
17hats
Copper
7.6

Customer Service & Support

17hats
8.0
Copper
8.2
Case management
17hats
8.0
Copper
8.2
Call center management
17hats
Copper
8.0
Help desk management
17hats
Copper
8.3

Marketing Automation

17hats
8.0
Copper
8.3
Lead management
17hats
8.0
Copper
8.2
Email marketing
17hats
Copper
8.4

CRM Project Management

17hats
9.5
Copper
7.9
Task management
17hats
9.0
Copper
8.0
Billing and invoicing management
17hats
10.0
Copper
8.0
Reporting
17hats
Copper
7.6

Customization

17hats
8.0
Copper
7.6
Custom fields
17hats
8.0
Copper
8.3
Custom objects
17hats
Copper
8.0
Scripting environment
17hats
Copper
8.0
API for custom integration
17hats
Copper
6.2

Security

17hats
9.5
Copper
8.3
Single sign-on capability
17hats
10.0
Copper
8.4
Role-based user permissions
17hats
9.0
Copper
8.2

Integrations with 3rd-party Software

17hats
8.0
Copper
7.4
Marketing automation
17hats
8.0
Copper
7.4

Platform

17hats
8.0
Copper
8.0
Mobile access
17hats
8.0
Copper
8.0

CRM Reporting & Analytics

17hats
Copper
7.7
Forecasting
17hats
Copper
7.9
Pipeline visualization
17hats
Copper
8.5
Customizable reports
17hats
Copper
6.7

Social CRM

17hats
Copper
7.9
Social data
17hats
Copper
6.9
Social engagement
17hats
Copper
9.0

Pros

17hats

  • Invoicing
  • Creating online questionnaire
Marli Espinales | TrustRadius Reviewer

Copper

  • ProsperWorks UI and integration with Gmail is just unmatched. It's beautiful, easy, straight forward, and a delight to use.
  • Their kanban flow for deals is awesome, and the ability to link any deal/company/person/document/calendar event with just about any other one makes drawing connections between things really simple.
  • Their reporting for activity is awesome. I used this for a period of 7 months to manage a collections team and it was invaluable to watch daily call volumes, and pull live reports to show the team at the end of the day.
Scott Entwistle | TrustRadius Reviewer

Cons

17hats

  • Cheaper credit card charges
  • Ability to tweak their questionnaires a bit more
Marli Espinales | TrustRadius Reviewer

Copper

  • I have zero visibility into any of my feature requests. I submit them frequently to my customer success person and I don't know whether they are being worked on or will ever be worked on. I'd like to see some kind of roadmap.
  • The Google Sheets add on is a nice tool but it's frustrating having to continually refresh it, I wish it would just refresh daily by itself.
  • The analytics and forecasting is not very robust, it needs a lot of number fudging on the Google Sheets add-on to give you actionable results.
Anonymous | TrustRadius Reviewer

Usability

17hats

No score
No answers yet
No answers on this topic

Copper

Copper 7.6
Based on 2 answers
Any more today, I think CRM's come in at a dime a dozen. There are so many options to choose from today that it can make getting sucked in to a pretty UI rather easy. Don't be fooled since Copper is truly a Google-based CRM and we absolutely love the integrations it provides and ease of use. People just use it
Kelly Wasden | TrustRadius Reviewer

Support Rating

17hats

17hats 8.0
Based on 1 answer
It's chat based so you have to wait a bit to hear back from them but they have gotten quicker with their responses which I appreciate.
Marli Espinales | TrustRadius Reviewer

Copper

Copper 7.0
Based on 2 answers
Overall the support for ProsperWorks CRM is OK. When I get hold of my reps they are pretty knowledgeable and usually solve my problems. When I first started using the software they were a lot harder to get hold of so this has improved. My biggest complaint though is that my feature requests seem to go into a black hole, I never hear the status of them and I have no idea if they have even been passed on.
Anonymous | TrustRadius Reviewer

Alternatives Considered

17hats

No answers on this topic

Copper

I selected Copper because of its interface with all things Google, specifically the sync feature for calendar and capture of email correspondence. It made sense to use Copper because our corporate communications is built on the Google platform. Bloomerang is an excellent tool for tracking donor contributions, but not as facile as a CRM. I didn't work extensively in Zoho or Salesforce.
Jay Werth | TrustRadius Reviewer

Return on Investment

17hats

  • ROI - Saves me time on creating invoices and questionnaires.
Marli Espinales | TrustRadius Reviewer

Copper

  • Being a paid user with many Copper team members, we have definitely reaped the benefit of reports by pipeline, along with financial projections, and determining ROI of paid media channels with opportunity lead sources.
  • Copper has also allowed us to have effective sales meetings where our team members go through their pipelines and collaborate together on opportunities and share learning points that help the rest of the sales team avoid similar mistakes.
Sam Lepak | TrustRadius Reviewer

Pricing Details

17hats

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Copper

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Rating Summary

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