Copper Reviews

31 Ratings
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Score 8.3 out of 101

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Reviews (1-10 of 10)

Kelly Wasden profile photo
Score 9 out of 10
Vetted Review
Verified User
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What started as just the Sales team, quickly grew to customer support across the org. After researching a literal PANDORA's BOX of CRM solutions out there, my company, as well as a company I consult with, went with Copper. Sales use it to quickly create and update leads and opportunities through our multiple channels of Marketing and Customer Support use it for agreement research, help questions and logging of additional information and to identify potential upsell opportunities.
  • Direct integration with Gmail: Simple and seamless integration is the KEY to a productive sales org.
  • Ease of use: If it isn't easy to use, no one will touch it no matter how pretty it is.
  • Pricing: Cost effective with added bells and whistles.
  • Would love a stronger VoIP solution built directly into Copper.
  • You can finally rename records in Copper. This was way overdue vs. what other CRMs already allow natively.
  • Additional integration support: I think the feedback at times falls on deaf ears for things people need.
Copper is INCREDIBLE for small organizations that I have found. I can't speak for the enterprise, unfortunately. Companies that are pulling their hair out trying to get sales reps to FILL in information is a key selling point here, at least for us. Using Google's Suite e.g. Gmail made switching to Copper really a no-brainer for us. Crazy as it sounds, using Copper is really fun and easy as a sales rep because it is already there inside of Gmail, making adding leads, creating opportunities just a breeze and really updating any number of accounts that you need to. It is a challenge when working with 3rd party apps like Outreach that have a slide-out bar on the right or wanting to use tasks and the side features in Gmail.
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Chris Kirksey profile photo
Score 10 out of 10
Vetted Review
Verified User
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We use Copper daily. Our whole organization uses it as a detailed client contact book, as well as to keep track of new prospects (the last time we called or emailed them). It's awesome because it really helps us know when to get in contact with someone via automated reminders that were set up in Copper.
  • Strength 1: Integration with Gmail.
  • Strength 2: Customer Support.
  • Strength 3: Great UI.
  • It would be awesome if Copper could integrate into Apple Mail like it does Gmail.
  • Integration possibly with Slack.
A specific scenario where Copper is well suited is when I receive emails from people in Gmail. Copper makes it extremely simple to add them as a new contact to my address book, and then also sync that new contact with my Google address book. I haven't run into a scenario where it's less appropriate to use Copper.
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Erik Viager profile photo
Score 9 out of 10
Vetted Review
Verified User
Review Source
Copper, 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.
Copper is the perfect CRM for businesses and organizations that use G-Suite. It integrates seamlessly with Google products and makes data entry a thing of the past. With a simple click, you can import leads from your Gmail conversations or import a prebuilt list in a matter of minutes. Copper is truly customizable and is very easy to make the CRM work for you. It is very easy to create custom fields, manage leads, people and opportunities, and run reports on user activity, pipelines, and more. I think Copper is less appropriate for organizations that may need very complex CRM environments and do not leverage Gmail or G-suite products. Copper is the CRM for Google users.
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Sam Lepak profile photo
Score 6 out of 10
Vetted Review
Verified User
Review Source
Copper is our CRM and is only used for our sales team. Our products are a mobile app and website that generate leads that go into Copper in which our sales team is able to qualify and view all communication with prospects and move them along the appropriate pipeline.

One of the main problems that Copper solves for us is integrating with Slack and their mobile app to update us real-time of new leads. Also, a nice feature of Copper is their integration with G Suite (since Copper is a Google Product), that keeps track of all communication with each prospect.

From a more technical perspective, Copper has a quite robust API that allows us to connect our mobile app attribution platform, Slack, PostgresSQL, and chatbot Intercom.
  • One of the main benefits of Copper is real-time reports. We are able to breakdown won and lost revenue amongst our sales team and also account for projected sales revenue based on the opportunities in the pipeline and the expected close rate of those opportunities.
  • Copper has automated actions that allow us to move prospects through pipelines effectively. We set automated reminders and tasks for opportunities based on their pipeline and stage within the pipeline. These reminders and tasks are also emailed and sent as a push notification to each respective lead owner.
  • We are a big fan of the Copper newsletters. They provide a clear roadmap of what to expect from them from a product development standpoint and what to expect next. Their emails are easy to digest, and optimized for mobile. Also, they ask for user input that has been integrated into their roadmap.
  • While Copper has a quite robust API, they do not have any webhook receiver URLs. In order to effectively communicate data between Copper and another platform is through a paid Zapier account or Tray.io.
  • Automated actions are nice, but the work flow automations are extremely limited. We are not able to send users automated emails, push notifications when they enter a new stage of a pipeline.
  • More direct integrations with messaging services - transactional + marketing email services, push notification platforms, chat services.
Copper is well suited for keeping track of sales reporting, being able to track by pipelines, sales member, and weighted probability reports. At a high level, Copper has a solid UI/UX and is a simple CRM solution.

If you are looking for a more robust CRM system to automate opportunities and automatically move opportunities through your pipeline, then Copper is not the solution for you. Their automated work flows is quited limited.
Read Sam Lepak's full review
No photo available
Score 5 out of 10
Vetted Review
Verified User
Review Source
We’re using Copper as a basic CRM to track our leads for ticket sales and sponsorships for events. The main individuals who are in contact with a majority of the leads are those who use Copper the most. It helps us to keep track of our daily communications with a large number of individuals and serves as a good tool to remember to follow up, as any good CRM would.
  • Easy to enter information and customized fields for the information you want to track.
  • Good at keeping track of leads in the pipeline and also customizable.
  • Easy to track emails from within the software.
  • Their Chrome plugin has somehow gotten worse and is extremely limited, making it difficult to work directly out of your inbox.
  • Very very hard to import information. It’s a slow step by step process where you have to upload multiple different spreadsheets with the same information.
  • General usability isn’t always easy. Sometimes searching won’t pull up the right information, middle initials will be stored twice, it won’t pull titles from emails, etc.
Copper is great if you need a very basic CRM and don’t plan to do anything too complex. Saving people’s information and follow up reminders/tasks are really what it’s good for. If you want an actual helpful CRM that’s super user-friendly, this isn’t it.
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Scott Entwistle profile photo
Score 10 out of 10
Vetted Review
Verified User
Review Source
Our 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.
Prosperworks is 100% best used if you are a G Suite customer. In my opinion, if you use G Suite as a company then you should use Prosperworks as your CRM. The only exception to that is if you have other programs that heavily tie into reporting features of SFDC. However if you're just looking for a solid CRM to track all your notes, activity, collaborate with your team, and run activity reports - ProsperWorks is a pleasure to use and will not disappoint.
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Daniel Coburn profile photo
Score 8 out of 10
Vetted Review
Verified User
Review Source
All 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.
It is great for small businesses that use Google Apps. If you are using Google Apps you should give ProsperWorks CRM a look. It is very powerful and with its ability to track emails and conversation it will help with client retention, especially if you have a sales or support individual leave the company.
Read Daniel Coburn's full review
Jim Golden profile photo
Score 8 out of 10
Vetted Review
Verified User
Review Source
We 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").
I can't speak to less suited for, but we ventured into using it as a real estate office slightly blind. It took as a while to set it up the way we wanted it. It offers more flexibility than a RE specific program ie. top producer, wiseagent and it works directly with google and gmail
Read Jim Golden's full review
No photo available
Score 8 out of 10
Vetted Review
Verified User
Review Source
ProsperWorks 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.
ProsperWorks CRM is good if you want a lightweight solution to give you insight into your current sales that integrates completely with Google Apps and Gmail. You'll need to invest in something more robust like a Salesforce if you want lots of integrations, better analytics/reporting and more complicated work/user flows in your CRM.
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No photo available
Score 5 out of 10
Vetted Review
Verified User
Review Source
We tested ProsperWorks for a few months and ultimately decided it wasn't best for us. It was tested by a small department, in prep for rollout across the org. The tool we were going to replace has been around for years and ultimately, we felt that Prosperworks wasn't as far as other CRMs in terms of feature development and integrations.
  • Email integration with Gmail/Google Apps: Feels very familiar if you're used to using Gmail and the other Google Apps, such as Google Calendar and Google Drive.
  • Pipeline management tool is flexible and easy to use.
  • API is easily extendable via a robust Zapier integration.
  • Calendaring integration was an issue we encountered as it did not create a task.
  • Strong de-dupping, click to dial, QuickBooks are integrations/features that need to be developed or improved.
  • Canceling requires emailing them and waiting to hear back.
  • Support: not as responsive as other support teams, maybe their model is to let the community answer questions and solve issues.
It's great for really small teams that don't have a legacy process to follow, especially if you are using Google Apps. For that type of company, there will not be much of a learning curve and the product will have the key features your small team needs. While it's quite pricey for what you currently get, I hear there's a lot of development going into the product.
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Feature Scorecard Summary

Customer data management / contact management (10)
8.6
Workflow management (10)
6.6
Territory management (2)
8.0
Opportunity management (10)
8.2
Integration with email client (e.g., Outlook or Gmail) (10)
7.5
Contract management (5)
7.4
Quote & order management (4)
6.0
Interaction tracking (10)
8.0
Channel / partner relationship management (4)
7.5
Case management (4)
8.7
Call center management (3)
8.1
Help desk management (4)
8.3
Lead management (8)
8.2
Email marketing (3)
8.3
Task management (10)
7.9
Billing and invoicing management (2)
8.0
Reporting (9)
7.7
Forecasting (8)
8.9
Pipeline visualization (10)
8.6
Customizable reports (9)
7.6
Custom fields (10)
8.4
Custom objects (7)
8.0
Scripting environment (1)
8
API for custom integration (6)
7.2
Single sign-on capability (8)
8.5
Role-based user permissions (8)
8.3
Social data (7)
7.2
Social engagement (3)
9.1
Marketing automation (7)
7.3
Mobile access (10)
8.0

About Copper

Copper (formerly ProsperWorks) is a customer relationship management (CRM) built as an integration into Google Apps.

Copper Technical Details

Operating Systems: Unspecified
Mobile Application:No