Copper is a customer relationship management (CRM) built as an integration into Google Apps.
$25
per month per user
monday.com
Score 8.4 out of 10
Mid-Size Companies (51-1,000 employees)
monday.com Work OS is an open platform designed so that anyone can create the tools they need to run all aspects of their work. It includes ready-made templates or the ability to customize any work solution ranging from sales pipelines to marketing campaigns, CRMs, and project tracking.
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 …
We carried out an evaluation process in the different areas of our company with software that offered a free trial, analyzing which of all was the one that best suited our needs or the needs of each team, Monday.com is the only platform with unanimous decision that he chose …
Copper has helped me extensively keep track of not only my own but my company's workflow. With so many projects and quotes to track, it has become essential to keep me on task and not miss any of our goals. It has been a perfect fit with our specific workflow, but I don't think it has the customizability just yet to be a perfect fit for every company out there.
10 all the way. In around 95% of my client engagements in the last 3 years, I have insisted they use monday.com. I think that's around 15 clients during that time period. On every single occasion, the biggest single selling point is the dashboard view and ability to manage complex programmes via a simple, easy-on-the-eye interface. Every Board member I show it to buys it. Where most clients previously had reams of PowerPoint, Gannt charts, Kanban board, etc., they now have a single intuitive interface. It simplifies the process so much and permits the executive to focus on what is really important, as opposed to managing heaps of (largely immaterial) reporting.
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.
Relatively easy to share boards with external users for collaboration
monday.com <> Salesforce integration is solid - one of the main reasons we purchased the product, but there have been issues with API overages which shouldn't be happening
Having the ability to export all projects/tasks in a CSV format while using a filter (i.e. date filtering, whom tasks are assigned to, etc.) would help a lot during audits.
For developers, it would be extremely useful to track code changes on feature requests, such as integration with GitHub.
The ability to add task dependencies would be invaluable. This would allows team members to be alerted when a project has landed on their plate after those before them have completed necessary tasks.
Teams involved in content creation, such as marketing or editorial teams, could use monday.com to manage the entire content lifecycle. Boards might track content ideas, assignments, drafts, reviews, approvals, and publication schedules, helping teams collaborate and keep content production on track.
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.
monday.com usability is amazing. For so long, my company has been utilizing excel for every aspect of our work, from building the workflows themselves, to project management and actual actions. monday.com not only combined hundred of our excel sheets into 4 boards, it also came with the training teaching us to do so, AND helped every facet of my company be centralized into one software. This has made managing multiple teams and projects easier than I even thought possible.
Everything performs fairly well. Every now and then there are user errors where an employee will not click "ok" on a note they've created and simply exit out (I do wish that something was in place to prevent this, such as a pop "are you finished?")
It has been so far so good, they have been quick to respond to queries, and do follow up as well. But then again this is a work in progress and I guess they would not have a solution to every problem every posed to them right away. Hence I will refrain from making any judgments.
monday.com's commitment to 24/7 customer support and dedicated Customer Success Managers suggests a strong emphasis on user assistance. Fast response times and personalized guidance are significant positives. However, occasional variations in response quality and the scope of assistance could marginally impact the perfect rating. Generally, monday.com demonstrates robust support, warranting a rating of 9 for its customer-centric approach.
To have someone walk you thru the features and capabilities of Monday.com is priceless. Someone also coming along later in the contract to see if you are maximizing the program to suit your company needs is beyond helpful. The staff that have provided this training are fun, creative and very patient.
We signed up for the accounts. Created the accounts. Ran the trial version and tested it live while we were running multiple projects and found that it was fitting our needs perfectly. When the trial ended and we were asked to purchase the full version, we did. We have found other ways to use it and it's a breeze.
For my company, we chose Copper over Salesforce and HubSpot for a few reasons. First and foremost, G-Suite integration. This was one of the most attractive features we liked about Copper. The integration allows for seamless lead import, automated activity tracking and much more. Second, Copper is designed with the end user in mind. It has to be one of the simplest CRMs I have ever used. Additionally, Copper has fantastic customer success managers who make sure you are getting the most out of the platform. Lastly, Copper has very competitive pricing and offers many features of the big name CRMs at a much more economical price point
We used an excel spreadsheet to track our month end close process previously which created a lot of issues around only one person being able to be in the checklist at any given time. Additionally, we were unable to have excel notify us when a task we need to have completed was done, but Monday.com has completely changed that for us!
For it to work across multiple departments and sites, I would like to see improvements made with integrations and automation. For this question, I am acknowledging not only the addition of internal triggers/automation, but also an expansion on external ones.
I used ProsperWorks at a startup with around 100 people that was undergoing a serious sales crisis. ProsperWorks, I would say, was the number one tool to turn around the sales team as it allowed one book of truth and one place where every one could finally be on the same page.
It's hard to judge ROI on the joy of using a well designed product. After using SFDC or Hubspot or any other CRM, ProsperWorks will feel like a Ferrari. Everything is fast, everything is smooth, and it's lightweight in a good way.
The ROI was excellent based on a productivity stand point. Being able to pull up daily activity reports went a LONG way to ensuring the sales team was hitting their marks, and getting done what they need to get done.
I think Monday.com has improved by project tracking by 50% - it makes it easier to track what's happening, who's working on something, when it is due or expected to be done, and what files we need to keep track of.
