What users are saying about
38 Ratings
1 Ratings
38 Ratings
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Score 8.4 out of 100
1 Ratings
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Score 9 out of 100

Likelihood to Recommend

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

IRIS CRM

The cost is a little higher than other CRM software options, so IRIS CRM is better suited for larger organizations. It is great when multiple departments and functions are accessing sales data, as the software is fairly comprehensive in retention of sales related data. It is also great for generation of processing stats and simple reports. Calculation of rolling opportunities data is made easy. It is less appropriate for smaller sized companies with many novice users looking for high levels of customization. The software is highly capable, but the company isn't as well established as some others so some custom features can take time to implement.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Copper
7.8
IRIS CRM
9.1
Customer data management / contact management
Copper
8.3
IRIS CRM
10.0
Workflow management
Copper
7.2
IRIS CRM
10.0
Territory management
Copper
8.0
IRIS CRM
9.0
Opportunity management
Copper
8.6
IRIS CRM
10.0
Integration with email client (e.g., Outlook or Gmail)
Copper
8.0
IRIS CRM
8.0
Contract management
Copper
7.9
IRIS CRM
9.0
Quote & order management
Copper
6.3
IRIS CRM
9.0
Interaction tracking
Copper
7.9
IRIS CRM
8.0
Channel / partner relationship management
Copper
7.9
IRIS CRM
9.0

Customer Service & Support

Copper
8.1
IRIS CRM
9.0
Case management
Copper
7.9
IRIS CRM
9.0
Call center management
Copper
8.0
IRIS CRM
Help desk management
Copper
8.3
IRIS CRM
9.0

Marketing Automation

Copper
8.3
IRIS CRM
8.0
Lead management
Copper
8.3
IRIS CRM
8.0
Email marketing
Copper
8.4
IRIS CRM

CRM Project Management

Copper
7.9
IRIS CRM
9.7
Task management
Copper
8.1
IRIS CRM
9.0
Billing and invoicing management
Copper
8.0
IRIS CRM
10.0
Reporting
Copper
7.5
IRIS CRM
10.0

CRM Reporting & Analytics

Copper
7.1
IRIS CRM
9.3
Forecasting
Copper
7.1
IRIS CRM
10.0
Pipeline visualization
Copper
8.4
IRIS CRM
10.0
Customizable reports
Copper
5.8
IRIS CRM
8.0

Customization

Copper
7.4
IRIS CRM
8.5
Custom fields
Copper
8.3
IRIS CRM
8.0
Custom objects
Copper
8.1
IRIS CRM
8.0
Scripting environment
Copper
8.0
IRIS CRM
9.0
API for custom integration
Copper
5.3
IRIS CRM
9.0

Security

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

Social CRM

Copper
7.7
IRIS CRM
Social data
Copper
6.5
IRIS CRM
Social engagement
Copper
9.0
IRIS CRM

Integrations with 3rd-party Software

Copper
7.7
IRIS CRM
Marketing automation
Copper
7.7
IRIS CRM

Platform

Copper
8.1
IRIS CRM
9.0
Mobile access
Copper
8.1
IRIS CRM
9.0

Pros

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

IRIS CRM

  • Grouping is done very effectively. For a company with a wide product portfolio, it is greatly beneficial to customize product families.
  • Streamlines the life cycle of merchant services very well. E-signatures, workflows, and help tickets are well integrated to maximize efficiency.
  • Processing stats and reporting tools are intuitive, useful, and aesthetically pleasing. The software allows you to quickly generate sales reports for specific product families and time periods.
Anonymous | TrustRadius Reviewer

Cons

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

IRIS CRM

  • Some minor design issues in the record communication interface. For example, replying to an existing email thread within the record set does not capture the entire communication or signatures.
  • Workflow customization is not easy for all users and can require some coding skills on the back end.
  • Linking forms from external websites is one feature that isn't very intuitive. Some leads are better inputted manually.
Anonymous | TrustRadius Reviewer

Usability

Copper

Copper 7.9
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

IRIS CRM

No score
No answers yet
No answers on this topic

Support Rating

Copper

Copper 7.0
Based on 4 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

IRIS CRM

No score
No answers yet
No answers on this topic

Alternatives Considered

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

IRIS CRM

No answers on this topic

Return on Investment

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

IRIS CRM

  • The cost is a bit higher than other options (~$1300/mo), which can be seen as a negative in an absolute sense.
  • The improvement in workflow management has been significant, and has saved at least 50 man-hours per week across our organization.
  • Accurate rolling sales data reporting has been critical in defining quality metrics. This benefit is more indirect, but it has allowed us to better respond to changes in customer complaint trending.
Anonymous | TrustRadius Reviewer

Pricing Details

Copper

General

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

IRIS CRM

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?

Rating Summary

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