Copper is a customer relationship management (CRM) built as an integration into Google Apps.
$12
per month per user
Zoho CRM
Score 8.5 out of 10
N/A
Zoho CRM is a simple, very low-cost CRM option for the smaller end of the SMB segment.
The product has several useful integrations with other products, including QuickBooks, and Google Apps and Google Docs.
The product also has an integrated project management module.
We are very pleased with Copper, and it matches our needs. Better than others I have evaluated and run.
Verified User
Manager
Chose Copper
Very good in terms of price but it does need to incorporate more of the basic features which these companies offer as standard. The reporting needs improvement, things like creating lists on clients is quite difficult compared to HubSpot. You should be able to create lists …
Zoho is a bit more powerful with more functionality, but it takes a lot more technical knowledge to implement the CRM as one might desire. It also doesn't have the same native integrations we needed so it didn't make sense to choose the platform. It's also an entire ecosystem …
I selected Copper because of its interface with all things Google, specifically the sync feature for calendar and capture of email correspondence. It made sense to use Copper because our corporate communications is built on the Google platform. Bloomerang is an excellent tool …
ProsperWorks had the robust Google Apps integration, Forecasting, Roles/Permissions, and Opportunity Tracking and the price point was right for us. All of the other softwares we evaluated (except Salesforce) where missing one or more of the features. We didn't go with Salesforce…
It is a very powerful tool to the level of Sugar and Salesforce. With its tight integration, as a Google product, it is seamless and really assists in managing communication with clients. While Zoho offers a great low-cost solution, ProsperWorks definitely hits the mark for …
Zoho has an all-in-one solution called Zoho One which combines most of the solutions a company of our size requires. Thanks to this, we were able to consolidate our solutions into a single ecosystem while saving money. Zoho also has sales and marketing automation features that …
For the prices you're getting a lot of bang for you buck! I used several CRMs that cost substantially more and cannot say I received any benefit for the money over Zoho. Also with the additional suite of products Zoho offers you can have a one stop shop for your companies …
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.
Interfacing with our target clients at the correct minute is crucial in today's society. Another valuable include is its capacity to coordinated with other programs. It helps me in keeping track of the every day work emails I send to my colleagues or get. Zoho CRM makes it straightforward to consequence or send out information agreeing to our needs. Zoho makes a difference keep in mind individuals by means of e-mail and pop-ups, which dispenses with the issue of overlooking follow-ups and reminders. This not as it were helps within the organization of this incredible instrument but moreover within the execution of data.
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
Need some way to switch a field type without losing the pre-existing data.
The settings controls should be broken out differently - I don't like that I can't keep some users from exporting all contact records (i.e., the entire Contacts module) because if the export function is turned off, the export function of Reports for those same modules is also blocked.
Frustrating that only 3 custom lookup fields are allowed per module in our license.
i have already renewed my subscription twice. I am in the 3rd Year now. I have been using it for a while and have been recommending to my friends as well.. have attended ZOHOLICs the annual program of zoho and it gave me new insights of managing the crm solutoin.
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.
The methodology of the 'out of the box' user interface is fairly easy to learn. In some cases however, the interface is not consistent throughout the software. Upgrades to the interface has certainly improved some of this--- but now we are seeing the same kinds of inconsistencies across Zoho apps, particularly those more recently added to their platform. This issue is not major in that everybody on staff seems able to learn how to work the programs--- it's just annoying and less than efficient when inconsistent user interfaces or inconsistent terms are used in the programs and/or the requisite documentation.
In my many years using Zoho, I think there were only 1 or 2 days when there was something happening and I was not able to log in. Sure, it wasn't fun and we all panicked a bit, but right after that, all was well and work-life continued. Being cloud based, I'm never worried about losing my iPhone, iPad or Laptop as I know I can log in anywhere on any device and workflow won't stop.
I don't recall every having any issues with a page not loading due to it being a Zoho issue. Anytime I've had any issues with something being wonky, I clear cache and that has always solved the problem. Or a simply computer reboot and we're back, hard at work. Look, I don't expect any product to delivery 100%, 100% of the time but if I had any consistent ongoing issues, I would have left many years ago. I still keep my eyes open to what is new but after a quick evaluation, I know Zoho will long be my home.
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 did the training and that was a huge waste of money. The information provided was basic and the instructor was sloppy (he even forgot to turn off his mic when he used the restroom - no one should ever hear what we heard). I offered up a 9 because we were able to find what we needed on your website.
I attended a Zoho-Holics event in Austin, TX, several years ago, and it blew my mind. So many industries were represented using Zoho in so many different ways. It was unbelievable all that I learned from that experience, as there were features that I wasn't aware of that I immediately started using. Best of all, the trainers were patient and knowledgeable
There is an endless supply of YouTube videos from Zoho and the many Zoho partners/consultants. Plus, Zoho has it's own library of training videos and webinars to learn from plus an entire community at the ready to answer any questions. While Zoho has been available for many years, there are constantly new training videos and webinars available for the novice and the experienced users.
When you switch CRMs, you can automatically assume everything isn’t going to match up correctly. We had used Salesforce for 10+ years and had a ton of data and customizations. It was not a clean transfer, but we were able to sort it all out. The only issue that really bothered me was Zoho support. Even simple questions couldn’t be answered over chat, and we would have some team members try for hours to find the right answer
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.
Free user access was one reason to use it more than any other software. Also, for a mid-size organization, the Salesforce cost was a little higher, and Pipedrive was almost similar to Zoho. As we were already using Zoho, we found no urgency to switch.
I think Zoho CRM is priced at a reasonable amount. Simply put, you get what you pay for and Zoho does not disappoint. My organization is comfortable with what we pay and pleased with continually renewing the software. The billing frequency is just right. There are no complaints on our end
We're still in the early stages of scaling this across departments. We have high aspirations of doing this, but it takes time to migrate to the new system and to help people get acquainted of doing their work in a different way thru Zoho.
In addition to being a user of Zoho CRM, we are a reseller as well. Often, at times our Partners request for on-boarding the platform configuration for them. During such requirements, we have utilized the Professional services team directly from the Zoho CRM team. Our partner feedback was quite positive, throughout.
