If you need to track contract expiration dates of your clients or your prospects that you're trying to sell - Copper is your tool. If you want to track specific products, solutions, vendors, etc. Copper can do it. I use it to track many brands of IT products and services with the use of custom fields to track which prospects/clients have any number of these items. Rather than taking notes, I can select the product from a drop down list that I created VERY EASILY within Copper.
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.
Allows for contacts to be synced and organized directly from Gmail.
Gives a flexible style and customizable settings to match our company's specific needs.
Does a great job of helping us keep track of projects. We easily created a customized "Status" field with several status options that help us update the many phases of our project.
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.
Window change: for mobile - when you tap on a card from a pipeline it takes you to the lead’s basic info. I wish it would immediately just open all activities so I can quick see notes
I usually use Copper on the go. When you open the Copper app, it immediately opens a collab window. I wish it had some sort of easy dashboard….plus a notes area. I open Copper on mobile to quickly search for someone’s name or to take quick notes from a sales meeting
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.
Copper is simple to use and it's simple to figure out the additional functionality you may need or want to use. There are a lot of support articles and the support itself is great. But it's also fairly simple to figure out on your own. It integrates easily with Google Workspace as well.
There have been a few times when I contacted the "help desk" or "support team" and they just told me to watch a video or join a seminar to learn what I am looking to do. I would have expected someone to take a few minutes and literally walk me through the steps one by one until either I figured it out or accomplished the goal of my request.
We selected Copper over these other CRMs mainly because of its ability to integrate with Google Workspace. Members of our team have used Salesforce in the past and found it to be a nightmare to work with/on. Candidly, Copper doesn't fill all of our needs so we supplement that with the use of Asana.
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.
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.
