Copper is a customer relationship management (CRM) built as an integration into Google Apps.
$12
per month per user
monday CRM
Score 8.2 out of 10
N/A
monday CRM provides control over the entire sales funnel and helps users close deals faster by automating manual work and streamlining sales activities from A-Z.
Copper is less confusing for me! It doesn't have anything flashy, it just has a great way to manage my leads and remind me of things I need to do when I need it most.
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.
Our Integrated/brand marketing and Lifecycle marketing teams find monday CRM to be particularly useful for project management. Integrated marketing uses monday to build out our yearly promotional calendar, which keeps the entire company informed on all the launch and sale details for the year, across both retail and digital channels. The Lifecycle marketing team uses monday CRM to track individual campaign projects, mainly consisting of email asset creation. There are times when monday is not the preferred CRM platform, such as data and analytics tracking, project performance tracking, or scenarios when immediate feedback is required.
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.
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
It takes a while to get used to the UX if you are used to Hubspot or another CRM
We are still testing mass email functionality, it's a little less intuitive vs Hubspot
The quote/invoice forms are not pre-built into the CRM the way they are in Hubspot, so you have to manually set those up. Some might see that as a positive thing because it's more flexible with your respective tech stack, but it required more research on our end to make sure we set it up to flow efficiently.
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.
It's a really easy to use and improve tool, that helps you to quickly master its functions and then helps you to improve the features usage as quickly as you learned the basis. Any doubts you have are easily solved by the contents and tutorials it provides, and if it doesn't solve it, the team is always quick to reply and help you.
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 have requested customer service from monday.com account the person who I spoke with was really helpful but the set up to get a hold of someone in customer service was a little complicated and time-consuming. I had to get a ticket in an email and then wait for a specific person to call me back at a certain time, that's why I gave a six.
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.
Monday is significantly better. Not only is it more aesthetically pleasing it is just better overall. I feel as if Monday has a better system in regard to keeping track of all the files we have. Moreover, I also feel like the fact that it allows me to tag my other coworkers enables me to have better communication in the office.
I feel since we integrated to monday CRM, that the speed of our invoicing rate has increased, due to the easier navigation monday CRM provides.
Communication with other peers & departments has become easier to reach out since we all share this platform and able to tag the needed person.
We are also able to view and give reports easier to our VP's/ higher up, providing visibility and graphs of our trending sales numbers categorized by each store with different sales type.
