Copper CRM vs. Koncert

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

It is well suited for representatives that like to do some 'call prep' because they can call from within the Lead/Contact record in the CRM. It is less appropriate for reps that are most concerned with 'speed'; there are other tools (including ones offered by ConnectLeader) that are much faster than Click Dialer.

Incentivized

• 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.

Incentivized

• Allows you to dial directly from Salesforce without having to dial the numbers by hand.
• You can choose from custom numbers based on the area you're calling, so you can use a local phone number which could increase your connect rate.
• Outstanding customer support. Any issues are solved or looked into immediately by their staff.

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

• We wanted integration with a sales enablement tool like Salesloft so that we could track where a prospect was in a cadence. For instance, we'd call on some people, have conversations, and have to stop to remove them from the list we were working through. Had we had integration, we would've been able to know that prospect had a conversation with one of our reps, and not lose time combing through the lists after the fact.

Incentivized

It is good value for money

Incentivized

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.

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.

If you're using any of the CRMs I've listed above - you're wasting time, money, and resources. I know for a fact, because I have worked with and maintained databases in each of those and Copper is so far superior it is ridiculous. So many CRMs pay for clicks, ads, and market share but Copper doesn't seem to. I am so thankful that I found Copper years ago and have used it ever since

We looked at ConnectAndSell, but preferred the pricing structure of CL CD. It just worked better for us, made more sense, and was cleaner.

We also liked some of the functionality on CL CD that we didn't feel we could find inside of C&S. They were mostly equal, but pricing was bigger determining factor, followed by some basic functionality (contact preview, etc....).

Incentivized

• Copper has allowed us to keep the customer up to date with the status of their project at any time and that is essential to repeat business.
• Copper has greatly increased our communication with our customers overall.
• Copper has greatly increased the overall organization of our company and the company's workflow.

Incentivized

• Increases efficiency and makes it possible to make more calls in a given time frame.

Incentivized