Copper vs. Joobilant CRM Extensions

For small businesses and businesses that use Google Workspace, Copper is a great solution. It integrates well with Google, boosts features and capabilities of email, and provides an easy to use CRM system. It's also cost effective. For larger organizations, a more powerful tool is recommended that is more customizable. Might not work well outside of google either.

Incentivized

• 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.

Incentivized

• 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

Realistically, Copper (or any CRM for that matter) can't be everything to every company. It's difficult for any CRM to be well-suited to fit every industry and every business model. Thankfully, Copper's ability to customize things within the platform, as well as Copper's drive for customer success/satisfaction, has led us to be very satisfied with the platform. The only reason Copper isn't a 10/10 is due some of the inevitable shortcomings that any CRM would have because it isn't something that was bespoke for our company. This is no fault of Copper's but it should be mentioned.

Incentivized

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.

When I switched from being an employee to employer, one of my first tasks was to find a CRM that was suitable for me. Moving from Pipedrive to Copper was an easy decision. I only needed a place to store my contacts, have a great calendar, and be able to email directly from the CRM. Copper has all of that. Pipedrive had some issues and I wanted to move away from them. Copper has been great.

Incentivized

• Copper has simplified our CRM and makes it easy for the sales team to keep track of leads and opportunities.
• Copper has allowed us to save money as it is a fairly competitively priced platform.
• Copper has simplified our workflow, allowing us to work more efficiently and save time from tedious data entry.

Incentivized