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.
I've tried some of the other online booking services and while there were good, they didn't have all of the features that Zoho Bookings does and since I'm already a Zoho One subscriber, it doesn't cost me anything more. I think virtually any type of business can use Bookings as it's not geared to a specific industry but can be customized for use in any type of industry. I would love to see salons use it as I think it can be truly a way for them to better book clients than using a paper calendar which I see many using. I also think massage therapists would also benefit but using Bookings. If you are a solopreneur or have a sales team, there's no way you can't benefit by using Bookings for your phone appointments, Zoom/Video meetings, or in-person meetings. There is also a resource function which allows you to block out conference rooms and other resources.
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.
It still needs more robust features and customization, like workflows and such. I'm confident they'll continue improving it, but some particular customization settings aren't available, in terms of triggers, content, look and feel, but it is mostly very detailed and particular. If you're ok with adapting to it, it is an excellent tool.
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.
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.
A lot of things are not great as this is a new tool, but they fix it relatively quickly. They don't have a direct phone number, but Zoho support has good service overall
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
I found the integration with the two above is great if you're a Google Calendar user which we are not. While with Zoho Calendar we can have two way integration with Google Calendar there wasn't a need to do so. With Zoho Bookings which also integrates with Google Calendar we didn't have to worry about that as the integration with our Zoho Calendar was virtually automatic. There was also the cost consideration as the two above have a free version it was limited and didn't have all the bells and whistles we needed. Zoho Bookings provide us with everything from a single sign-on web browser and mobile app
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.
