Copper is a customer relationship management (CRM) built as an integration into Google Apps.
$12
per month per user
Quo
Score8.2 out of 10
N/A
Quo (formerly OpenPhone) is a business phone and VoIP solution designed to help maintain work life balance. Features include incoming call identification, set business hours, contact ownership information to associate calls to teammembers, etc., to help organize call responding.
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.
If you have more than 2 people in your organization, then this will save you so much time. Delegation is the key to starting a business. Even when you're a 1 person show, being able to present to your user base the differentiation of options for client communications is critical. As a founder, feeling compelled to be always on is something I strive not to be. OpenPhone gives you that flexibility. I have found it to be less appropriate in complex HIPPA compliant areas, but that is it. OpenPhone really does seem to suit an open array of use cases.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
In my experience, App features are buggy and confusing, and they often don't match the descriptions and screenshots in their documentation. In fact, many of their help links go to 404 "page not found" errors. In my experience, there are frequent outages and quality issues. My customers prefer to talk to me on a different line, because they find it difficult to understand me on OpenPhone.
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.
In my experience, their support feels like the opposite of support. They send you in circles, never directly answer questions, provide vague suggestions with unwanted platitudes, and they often take days between responses to provide that. For me, it's a frustrating experience that leaves you with a net loss of time and energy versus before you reached out to them. In my opinion, you definitely don't get "support".
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
OpenPhone has an easier user interface than Grasshopper. Years ago when I was using Grasshopper, I recall that their user interface looked antiquated and full of complications. They would also update the interface just as everyone was getting used to using it. OpenPhone has many more functions. Grasshopper's app did not offer basic functions such as in-app texting between team members, and its call transfer function was incredibly complicated to use. In my opinion, Grasshopper was an inferior service/product in almost every way.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
In my experience, Billing lacks transparency, and they have made billing errors (overcharging me) since I started using them. I think the "trust registration" is an insane ripoff charging around $20 for every attempt. Crazy.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
