Copper CRM vs. Outlook4Gmail

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.

It is well suited when you have three locations of dental practices and you can review all three emails in one spot. like having the microsoft apps to use quickly from the apps buttons. I wished that there was a short class on how all be different things work togather

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

• Keep schedule's accessible to all with access to the shared pages.
• Moving from task to task and keeping track of messages related to those tasks.
• Being able to move emails from folder to folder as well as monitoring those mails as needed.

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

• Needs improvement on scheduling emails for future delivery
• Out of office feature - I use the gmail function
• I would love my calendar to work through it. It may, but I haven't worked out how yet.

Incentivized

It is good value for money

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

Easy to use for a email and calander. If offers a wide variety of ways to use and store data. Easy to search for old emails that may have gotten lost for quick reference. Like being able to see all of our offices emails in one spot. It is a great product

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

I believe Outlook4Gmail stacks up against AppNeta having a better graphic and simplicity. I have selected Outlook4Gmail because is more known and probably easier to find answers to questions when they may come.

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

• Easily able to email frequent users at work.
• Easily able to pull up my work email no matter the device I am using at the time
• Easily able to find and locate most emails I would like to view or see

Incentivized