Copper vs. Koncert

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.

This is a great tool for heavy outbound teams, call centers, and others who need a greater reach. With integration into the right sales enablement platforms, it's a great tool in reaching the target market. It makes life so much more efficient for reps, who can do in 1 hour what might otherwise take them a week of dialing 10 or 11 digits every time

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

• Click Dialer allows us to call a customer or prospect directly from our CRM without needing to type in a phone number or copy & paste
• Click Dialer allows us to use local presence dialing
• Click Dialer allows us to record our own calls for coaching and Quality Control purposes

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

• UX - The interface is easy to understand, but not the most visually appealing.

Incentivized

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.

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.

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.

Incentivized

We came from using connect and sell after around 1.5 years. It basically came down to customer service. Their dialing capabilities and custom settings are very similar, both integrate very well with Salesforce and allow us to reach out to prospects, but ConnectLeader's customer support is amazing. If an issue occurs, we can easily submit a ticket and they will get back to us within minutes with a solution or acknowledgement that they're working to get the issue resolved.

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

• We've been able to multiply our outbound conversations and appointments significantly with this tool. We saw pipeline begin to grow meaningfully.

Incentivized