Copper vs Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

• ProsperWorks UI and integration with Gmail is just unmatched. It's beautiful, easy, straight forward, and a delight to use.
• Their kanban flow for deals is awesome, and the ability to link any deal/company/person/document/calendar event with just about any other one makes drawing connections between things really simple.
• Their reporting for activity is awesome. I used this for a period of 7 months to manage a collections team and it was invaluable to watch daily call volumes, and pull live reports to show the team at the end of the day.

Read full review

• It's very flexible. You can add custom fields easily and create/update workflows and activities quickly.
• The layout is easy on the eye. The dashboard is laid out well and helps you stay on track with renewals and activities.
• Emails attached to an activity are easily viewed and housed within the activity on a separate tab.
• Adding and reviewing policy info is simple. The tabs make it helpful to find and view info quickly.

Read full review

• I have zero visibility into any of my feature requests. I submit them frequently to my customer success person and I don't know whether they are being worked on or will ever be worked on. I'd like to see some kind of roadmap.
• The Google Sheets add on is a nice tool but it's frustrating having to continually refresh it, I wish it would just refresh daily by itself.
• The analytics and forecasting is not very robust, it needs a lot of number fudging on the Google Sheets add-on to give you actionable results.

Read full review

• The reporting was a challenge. There are a lot of canned reports, but we had to spend hours over several weeks to have reports built to give us accurate info, like a simple book of business report (it had to be escalated to senior reporting engineers). Creating reports is fairly simple, but we frequently encountered issues that made us lose confidence in the data—particularly on the book of business reports.
• There should be some auto-save features. When we used the system (through June 2019), you always had to click "save" on any changes.
• It would improve efficiencies if users could drag/drop emails and documents to activities, policies and clients.

Read full review

• Being a paid user with many Copper team members, we have definitely reaped the benefit of reports by pipeline, along with financial projections, and determining ROI of paid media channels with opportunity lead sources.
• Copper has also allowed us to have effective sales meetings where our team members go through their pipelines and collaborate together on opportunities and share learning points that help the rest of the sales team avoid similar mistakes.

Read full review

• We liked the system for the Benefits department. It was easy to see what your colleagues had done for clients. We liked that you could mark tasks as complete within the activity. We liked that you could share activities with another person.
• Having two systems was a challenge for our agency and led to use changing to one combined system.
• The reporting needs to be improved. The basic book of business reports and other reports that most agencies want to use to track revenue with were lacking and had to be created.

Read full review