Likelihood to Recommend Copper (formerly ProsperWorks)
Copper has helped me extensively keep track of not only my own but my company's workflow. With so many projects and quotes to track, it has become essential to keep me on task and not miss any of our goals. It has been a perfect fit with our specific workflow, but I don't think it has the customizability just yet to be a perfect fit for every company out there.
Read full review If you are a small service-based business owner looking for a CRM to automate your customer journey then this is for you. This platform is very customizable and can be really powerful once you set it up fully. This is like putting puzzle pieces together. First you need to setup all the pieces like scheduler, lead capture form, proposal, packages, invoices, contract and then setup the workflow automation. It will be helpful if you map your process in a mind-mapping tool first so it’s easy to see on high level what you need accomplished. This platform is not suitable for big companies or SaaS industry because the tagging system is not robust.
Read full review Pros Copper (formerly ProsperWorks)
I think the Opportunities Pipeline is probably the best feature of the CRM. The versatility of it allows for pipelines to be made for not only sales but myriad of other ways. Copper's commitment to customer satisfaction is pretty spectacular. Many CRMs aren't as dedicated to this and provide their customers with simple how to articles that fall short of being an actual help. Copper's ability to sync with Google is an undersold perk. If a company relies on the Google workspace, Copper is an amazing tool to work alongside with Google. Read full review Invoicing & expense reporting all in one place! I don't have to spend hours poring over my bank account transactions to find my biz expenses anymore! The built-in call scheduler is awesome! I can create various appointment schedulers with multiple availabilities, and collect payments right up front, too! Dubsado also has a sweet Client Portal where my clients can login and see all their activity with me at a glance. Read full review Cons Copper (formerly ProsperWorks)
I wish it were easier to create a dashboard to view sales and growth. There are some features I would like to change but can't seem to figure out, so I just deal with not being able to, nothing major though. I would like to see it offer more free links to other services such as Quick Books. Read full review the task list feature is very basic the UI is a little clunky more integrations with other software such as Clickup Read full review Likelihood to Renew Copper (formerly ProsperWorks)
There are some similar programs out there that are offering ambassador accounts.
Read full review Usability Copper (formerly ProsperWorks)
I would rate Copper overall usability as a 10. It is easy to use. I am not extremely computer friendly so I needed to find something that would fit what I can do. Copper definitely fit the bill. I would highly recommend it to anyone of any level of computer knowledge.
Read full review There is a learning curve to Dubsado, however, you can create a basic setup easily using the training videos provided by the platform
Read full review Support Rating Copper (formerly ProsperWorks)
It has been so far so good, they have been quick to respond to queries, and do follow up as well. But then again this is a work in progress and I guess they would not have a solution to every problem every posed to them right away. Hence I will refrain from making any judgments.
Read full review The support with Dubsado is outstanding! Always so helpful, prompt to answer and always understands the issue. It always feels like I have talking to an actual person behind the scenes
Read full review Alternatives Considered Copper (formerly ProsperWorks)
For my company, we chose Copper over Salesforce and HubSpot for a few reasons. First and foremost, G-Suite integration. This was one of the most attractive features we liked about Copper. The integration allows for seamless lead import, automated activity tracking and much more. Second, Copper is designed with the end user in mind. It has to be one of the simplest CRMs I have ever used. Additionally, Copper has fantastic customer success managers who make sure you are getting the most out of the platform. Lastly, Copper has very competitive pricing and offers many features of the big name CRMs at a much more economical price point
Read full review Dubsado is more customizable and with robust features. Also, the user interface is visually pleasing but definitely has steep learning curve. Once you get the hang of it, it’s very easy especially with other developers helping users create beautiful form, proposals with ease without needing to know how to code.
HoneyBook is not available for people outside USA & Canada. I haven’t used
17hats for a very long time but the user interface is pretty much the same
Read full review Return on Investment Copper (formerly ProsperWorks)
I used ProsperWorks at a startup with around 100 people that was undergoing a serious sales crisis. ProsperWorks, I would say, was the number one tool to turn around the sales team as it allowed one book of truth and one place where every one could finally be on the same page. It's hard to judge ROI on the joy of using a well designed product. After using SFDC or Hubspot or any other CRM, ProsperWorks will feel like a Ferrari. Everything is fast, everything is smooth, and it's lightweight in a good way. The ROI was excellent based on a productivity stand point. Being able to pull up daily activity reports went a LONG way to ensuring the sales team was hitting their marks, and getting done what they need to get done. Read full review Clients are excited to hire me because my onboarding process is so professional Easy of use makes collecting payment from clients easy Streamlined process allows me to charge more for my services Read full review ScreenShots