What users are saying about
41 Ratings
41 Ratings
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Score 7 out of 100
5 Ratings
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Score 8.7 out of 100

Likelihood to Recommend

Copper

Positives for [Copper (formerly ProsperWorks)]:-G Suite Compatibility: An industry problem Copper CRM is focused on solving is the lack of integration with current software systems like G Suite. Copper CRM is fully compatible with G Suite, and it is the only sales automation solution endorsed by Google.-Copper CRM is focused on the time-to-value ratio. It aims to provide the maximum value possible while limiting the time it takes for its users to input data manually. Some of its features include workflow and task automation for users who sign up for the two higher tiers.-Simplicity: Copper CRM is designed to be simple. The software has a handy sidebar where users can search for tasks, tracked emails, opportunities, and companies. A link to contact the Support team is also included. If users have issues, they can simply reach out to this team.-Quick Onboarding: Setting up or switching to Copper is a quick and painless experience. Copper focuses on getting new users set up within days, not weeks or months like some of its competitors.Negatives:-Lack of Features: The biggest drawback of Copper CRM is the lack of features it provides its users. It is designed for simplicity. Therefore, it is missing many of the advanced features offered by its competitors. For example, it doesn’t offer users a dedicated account manager, and click-to-call requires third-party software.-Lack of Flexibility Outside G Suite
Ben J. Varghese | TrustRadius Reviewer

TargetX, from Liaison

TargetX is very well suited for smaller colleges who do not have all of the resources to manage a pure Salesforce environment for their CRM. They provide great support and direction for different business use cases. They have a product that has been around longer than any other higher ed CRM solution out there in regards to Salesforce. It is likely less appropriate for a school that has a lot of resources and could handle using Salesforce and their HEDA approach to higher ed CRM solutions.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Copper
7.5
TargetX, from Liaison
Customer data management / contact management
Copper
8.1
TargetX, from Liaison
Workflow management
Copper
7.3
TargetX, from Liaison
Territory management
Copper
5.2
TargetX, from Liaison
Opportunity management
Copper
8.0
TargetX, from Liaison
Integration with email client (e.g., Outlook or Gmail)
Copper
9.2
TargetX, from Liaison
Contract management
Copper
7.1
TargetX, from Liaison
Quote & order management
Copper
6.4
TargetX, from Liaison
Interaction tracking
Copper
8.0
TargetX, from Liaison
Channel / partner relationship management
Copper
8.0
TargetX, from Liaison

Customer Service & Support

Copper
7.1
TargetX, from Liaison
Case management
Copper
7.2
TargetX, from Liaison
Call center management
Copper
6.2
TargetX, from Liaison
Help desk management
Copper
8.1
TargetX, from Liaison

Marketing Automation

Copper
5.2
TargetX, from Liaison
Lead management
Copper
8.1
TargetX, from Liaison
Email marketing
Copper
2.2
TargetX, from Liaison

CRM Project Management

Copper
5.1
TargetX, from Liaison
Task management
Copper
6.6
TargetX, from Liaison
Billing and invoicing management
Copper
2.5
TargetX, from Liaison
Reporting
Copper
6.2
TargetX, from Liaison

CRM Reporting & Analytics

Copper
6.2
TargetX, from Liaison
Forecasting
Copper
5.0
TargetX, from Liaison
Pipeline visualization
Copper
7.8
TargetX, from Liaison
Customizable reports
Copper
5.7
TargetX, from Liaison

Customization

Copper
6.8
TargetX, from Liaison
Custom fields
Copper
8.1
TargetX, from Liaison
Custom objects
Copper
7.2
TargetX, from Liaison
Scripting environment
Copper
8.0
TargetX, from Liaison
API for custom integration
Copper
4.0
TargetX, from Liaison

Security

Copper
8.6
TargetX, from Liaison
Single sign-on capability
Copper
8.9
TargetX, from Liaison
Role-based user permissions
Copper
8.2
TargetX, from Liaison

Social CRM

Copper
3.4
TargetX, from Liaison
Social data
Copper
4.2
TargetX, from Liaison
Social engagement
Copper
2.6
TargetX, from Liaison

Integrations with 3rd-party Software

Copper
7.9
TargetX, from Liaison
Marketing automation
Copper
7.9
TargetX, from Liaison

Platform

Copper
7.4
TargetX, from Liaison
Mobile access
Copper
7.4
TargetX, from Liaison

Pros

Copper

  • The Google integration and Chrome extension automatically tracks and updates prospect and lead activity in the CRM. Data entry is simplified.
  • Copper is a very user-friendly CRM with the ability to create custom fields, multiple pipelines, sales stages, etc. It is truly customizable and far less complex than other CRMs I have used in the past.
  • Copper makes it simple to add leads manually, through Gmail or using a template and uploading a large list.
  • Great support. We are very happy with our account management team and they strive to make sure we are getting the most out of the platform.
  • Pricing is very competitive.
Erik Viager | TrustRadius Reviewer

TargetX, from Liaison

  • Addresses the higher education infrastructure to integrate Salesforce
  • Email marketing is done at huge cost savings over other marketing platforms in Salesforce
  • Helps facilitate events on an off-campus
  • Helps our admissions counselors keep up on tasks and contacts
Anonymous | TrustRadius Reviewer

Cons

Copper

  • I wish they allowed you to email from within the CRM and create calendar invites from within the app instead of just kicking you out to a Gmail window.
  • I wish they included more custom fields and email tracking in their basic plan.
Scott Entwistle | TrustRadius Reviewer

TargetX, from Liaison

  • When sending large volumes of email the campaigns can be slow to send
  • The events functions are not as robust as some of the competition
  • Their telemarketing component has not been updated in a while and leaves a bit for current call centers.
Anonymous | TrustRadius Reviewer

Usability

Copper

Copper 6.1
Based on 4 answers
It's funny. In all other processes EXCEPT for cancellation, the UX & UI is straightforward and friendly, gives you an adequate notification, and works as expected. Wonder why a company would have the opposite design principles in place for their cancellation process. It's almost as if they are intentionally trying to prevent people to cancel their accounts successfully. Beware.
Nathan Young | TrustRadius Reviewer

TargetX, from Liaison

No score
No answers yet
No answers on this topic

Support Rating

Copper

Copper 4.2
Based on 6 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

TargetX, from Liaison

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

TargetX, from Liaison

We transitioned from Hobsons older CRM, Connect, as it was an aging CRM that was not going to be supported much longer. TargetX was right for us at the time as Salesforce did not have a pure data structure for higher education. TargetX provided all of the support and infrastructure to get a Salesforce CRM suited for higher ed. Hobsons Radius is their newer CRM but it is not based on Salesforce and thus is not the leading industry standard.
Anonymous | TrustRadius Reviewer

Return on Investment

Copper

  • Speed to call leads has increased for us over 32%.
  • Opportunities have not fallen through the cracks with collaboration efforts from CS and Sales.
  • Saves us time inputting information into just Copper vs. multiple clicks and crappy integrations with other CRMs.
Kelly Wasden | TrustRadius Reviewer

TargetX, from Liaison

  • We have saved a great deal of money on email campaigns with over half a million contacts
  • Managing of on-campus event registration has been very successful for us.
  • By creating a call center using their Telemarketing component we have been able to increase our enrollment for a number of programs
Anonymous | TrustRadius Reviewer

Pricing Details

Copper

General

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

Copper Editions & Modules

Edition
Basic$251
Professional$591
Business$1191
  1. per user per month
Additional Pricing Details

TargetX, from Liaison

General

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

TargetX, from Liaison Editions & Modules

Additional Pricing Details

Rating Summary

Likelihood to Recommend

Copper
5.7
TargetX, from Liaison
5.0

Usability

Copper
6.1
TargetX, from Liaison

Support Rating

Copper
4.2
TargetX, from Liaison

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