Copper Project is one of the best online project management and communication tools are available for businesses of all types. Creating and assigning the task to other team members becomes easy as it does on its own easily.
Pipedrive is a fantastic tool to help monitor and track lead generation and referral sources. It helps maintain accountability with the sales team and helps ensure that we are doing appropriate marketing to maintain a steady influx of cases. The weekly and quarterly sales reports that it can generate are incredibly helpful and insightful. They help inform us of what we need to focus on each quarter/year.
It has been a great find for me as it reduces my work and make me more productive at other work which I usually neglect them because of excessive work.
The platform is trending on top of list worldwide because of its stand out feature task structure.
It comprises all the best tools and strategies that involve a successful activity development system.
Great visual visibility of the funnel plus easy to drag the deals across the stages
The email integration that collects all relevant communication (also through the possibility of adding a deal-specific Pipedrive address on BCC)
The integration with Pandadoc, which we use a lot, so that Pipedrive keeps a really handy overview of the documents we have sent out / which have been signed
The biggest drawback that Copper Project has that it becomes slow at times [in my experience].
Secondly, to manage anything in the platform I have to make a ticket every time to make any changes which are frustrating for me a lot.
[In my experience] it usually becomes clunky and slow while dealing with large requests which need to be change and functionality needs to improve more.
Showing the customers name on the pipeline page. Right now I can only get it to show the brand name twice. I wish it would replace the second brand name with the main point of contact.
Better reporting tools. Their reporting tools are not easy to pick up. I've spent time trying to figure it out and it isn't something I can pick up on quickly.
Better training options. I wish I had a personal trainer to walk me through the best way to use Pipedrive so I can get the most out of it.
Pipedrive is easy to use and has a clean interface so we can follow up accurately. Its custom features help manage leads and evaluate team performance. It saves time and improves efficiency. Pipedrive is stable and supports integrations and automation.
Between quick video tutorials and having very quick feedback from their support teams, it is one of the main reasons I would recommend Pipedrive. It is critical, especially when setting up the platform to meet your companies needs, that a solid support team like Pipedrive has is there to make the transition easier.
Integration of the Copper Project is amazing. It is designed on such a great module that it can easily integrate with any other software. I have a lot of software already in my organization which we are using to handle different processes in the organization, Copper Project easily integrated with them and gives me all in one platform to manage all of my activities on one platform which is a great help for me.
I much prefer the interface of Pipedive when compared to Zoho. Much more user friendly and the team is always readily available when we need them. Pipedrive allowed for many custom integrations to be added, as Zoho was a tad more complicated to manipulate. We would not go back to Zoho in any case.
This feature is also helping me a lot in making project structure and prioritizing things according to the flow of work, which is great as it gives clear path what to do next.
Customer support of Copper Project is very professional.
I recently had some problems while using the platform, they listened to the problem carefully and responded with a more feasible and workable solution within the limited time frame, which gives me the confidence to use the platform more in-depth.
Great on setup which made our work easier and less technically equipped people can manage a lot of things(compared to SalesForce where you need to hire a developer to set it up)
We were able to integrate our calling system easily and get things going on the lead calling aspect.
Great multipipeline option where we were able to manage both organisations under one roof.
