TrustRadius
Copper (formerly ProsperWorks) is a customer relationship management (CRM) built as an integration into Google Apps.Copper (formerly ProsperWorks)Copper - A CRM as good as gold!2018-11-27T15:57:10.011ZCopper, formerly ProsperWorks, is used by the Business Development and Sales team at the agency I represent. We are a team of 7 and were looking for a new CRM solution after moving away from Saleforce. We had done extensive research and found that Copper was the best fit for what we are trying accomplish with our CRM. Copper is a simple to use, user-friendly CRM that integrates perfectly with G-Suite. The integration with G-Suite products is what really caught our eye. Copper is the #1 CRM for organizations who use G-Suite products (Gmail, Google Calendar, etc.). We use Copper for day-to-day lead generation and management, activity and opportunity tracking, and pipeline reporting.,The Google integration and Chrome extension automatically tracks and updates prospect and lead activity in the CRM. Data entry is simplified.
Copper is a very user-friendly CRM with the ability to create custom fields, multiple pipelines, sales stages, etc. It is truly customizable and far less complex than other CRMs I have used in the past.
Copper makes it simple to add leads manually, through Gmail or using a template and uploading a large list.
Great support. We are very happy with our account management team and they strive to make sure we are getting the most out of the platform.
Pricing is very competitive.,Copper automatically pulls leads' social information and picture. Sometimes this information is not accurate.
We did not have a successful integration with RingCentral (web phone and meeting app) but this isn't a huge drawback.
I am pleased using Copper and can't think of any other cons since implementation.,9,Copper has simplified our CRM and makes it easy for the sales team to keep track of leads and opportunities.
Copper has allowed us to save money as it is a fairly competitively priced platform.
Copper has simplified our workflow, allowing us to work more efficiently and save time from tedious data entry.,Erik ViagerProsperWorks is the best CRM out there for SMBs2017-09-14T21:52:20.106ZOur organization uses ProsperWorks as the sales and customer CRM. We track all our open deals, take notes on our interactions with customers, and essentially make it our book of truth. It addresses a ton of problems because without a CRM the left hand wouldn't know what the right hand is doing! We have a lot of different accounts, and some people could be calling on the same ones, so this helps us pick up where we left off and track the progress.,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.,I wish they allowed you to email from within the CRM and create calendar invites from within the app instead of just kicking you out to a Gmail window.
I wish they included more custom fields and email tracking in their basic plan.,10,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.,HubSpot CRM and Salesforce.comScott EntwistleLightweight, Easy to Use, Google Apps Integrated CRM2017-09-08T21:50:24.891ZProsperWorks CRM is being used across the whole organization to track our sales and manage our pipeline. It gives us visibility into the open opportunities so we don't drop the ball, make predictions about our future sales, and have visibility into our analytics. We also use ProsperWorks CRM to track our outstanding invoices.,It's really intuitive and easy to use. Not much training is needed to figure out the CRM compared to other products I've used before. This is great as it cuts down on training time for the team.
They are relatively responsive and easy to get hold of if there are any issues.
It's much cheaper than other comparable CRMs.,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.,8,We had zero insight into our pipeline when we were using a spreadsheet, we couldn't see interactions any of our team had and it wasn't connected to our email. We now have a holistic overview of our sales.,Salesforce, Pipedrive, SalesforceIQ CRM, Zoho CRM, SugarCRM, Insightly and HubSpot CRM,Outreach, Asana, UberConference, Zoom, Slack, Instapage, Expensify, Skype for Business, MailChimp,No,Price
Product Features
Product Usability
Positive Sales Experience with the Vendor
Analyst Reports,7,YesVerified UserGoogle's ProsperWorks CRM is here to play2017-03-24T15:36:18.472ZAll businesses should have a CRM, what makes the decision is cost, flexibility, and integrations. This is now a Google product and since we use Google Apps it was a no brainer. We have all of our client success and sales on ProsperWorks and are happy we have it. We have added substantial customized workflows and fields to the system and are continuing to tweak it. Before you start a sales process, start with your CRM! It will take time to set it up, but it will take longer to backfill massive amounts of data.,Track sales process
Track customer interactions
Integrate with tools
Communicate across the organization where things are at
Sales Report and performance,Sometimes its reporting gets confusing as how to pull certain things.
While its point of entry price is great, when you get more powerful its cost gets aligned with higher priced tools.,8,Solid integration with Google Apps
Low cost of entry
Higher costs and more functionality are needed when compared to some lower priced solutions,,HubSpot CRM, Salesforce.com, SugarCRM, Zoho CRMDaniel CoburnProsperWorks for a real estate office2017-02-17T17:49:53.532ZWe use it as the basis for our daily planning, contact management and follow up. It allows us to keep all our clients in one place, develop our own terms on which to follow up with them and log all our contacts with them. Additionally it allows us set up action plans for current sales and prospected customers.,Allows leads to be separated from prospects and not cloud up your system
Allows me to track where each lead is and who is following up and who isn't
The notes section reminds me about our last communication
The task lists keeps me on the ball
Integrates seamlessly with gmail,My biggest moan comes from when I wanted to work down a list of leads alphabetically and unless you open the contact in a separate window, you lose your place when you return to the contact list (ie starts back at "a").,8,I cant quote hard numbers here as it's only been a few months
I am training a brand new agent/ staff member with little business or office experience and she has mastered it quickly,Robly, Google DriveJim Golden
Unspecified
Copper (formerly ProsperWorks)
22 Ratings
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