Likelihood to Recommend Copper (formerly ProsperWorks)
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.
Read full review [Zoho Subscriptions is great] for startup agencies or businesses that charge monthly subscriptions of some kind. For most other [softwares,] you are paying at least $100 per month just to have the software. Zoho [Subscriptions] gives you the chance to take advantage of starting at [zero dollars,] which keeps your cost down until you understand the software before you have to upgrade. I feel like you can easily bootstrap your startup business to keep costs down. As you [are] moving forward, and are bringing in several thousand per month in revenue, it can scale up without costing a lot. [The subscriptions] [...] [start] to cost more, [...] if you have one time payments; you then need additional software from Zoho [Subscriptions] to handle the needs, and it starts adding up to typical [back- end] management software, with multiple log in points which start to drain your time budget. [At] that point, I ended up looking for a more all in one software that manages both contacts, one time and recurring invoices, reminders, etc. By the time our revenue exceeded [$5,000] per month[,] I [needed] to save time and looked for other options. [However,] I have other friends who still use it and they are generating $10k or more per month.
Read full review Pros Copper (formerly ProsperWorks)
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. Read full review Recurring billing Organize and group subscriptions Capture payments and send invoices Read full review Cons Copper (formerly ProsperWorks)
I wish it were easier to create a dashboard to view sales and growth. There are some features I would like to change but can't seem to figure out, so I just deal with not being able to, nothing major though. I would like to see it offer more free links to other services such as Quick Books. Read full review Declined payments, there wasn't a big alarm that went off automatically when a payment was declined. I have set up different notifications when this happens in the future though. Read full review Usability Copper (formerly ProsperWorks)
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.
Read full review Support Rating Copper (formerly ProsperWorks)
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.
Read full review Alternatives Considered Copper (formerly ProsperWorks)
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
Read full review Zoho [Subscriptions] is a lot easier to set up recurring payments and notifications than [Stripe] or [PayPal] alone. They offer notification reminders that will help manage clients, versus setting up an API [..] communication system [to] your own with the others. Clients have an easier time changing credit cards around in Zoho [Subscriptions,] whereas in Stripe and Paypal, you have a lot more manual work.
Thryv is [an] all in one [package] for both one time and recurring payments, which I prefer over Zoho [Subscriptions], without having to create new client files in each system; [
Thryv ] [...] also has notification options which is a time saver.
Thryv can also send test email review requests after a trigger or an [invoice] has been paid, whereas you would have to create an API integration with another service to do so in Zoho [Subscriptions]. Overall, Zoho [Subscriptions] is a great system, for most of my personal clients logging into different systems for different needs. [In] addition to subscriptions, [this] is the downfall, but it [is] still a great option for many businesses.
Read full review Return on Investment Copper (formerly ProsperWorks)
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. Read full review Allows us to renew subscriptions. Saves time in training users. Auto renewals are easily managed. Read full review ScreenShots