Copper Reviews

Seamlessly integrates with G-Suite

Good UI & strong feature set

Relatively flexible database

Task notifications.

Ability to have custom fields for information and process.

"Pipeline" of one's donor or sales prospects to catalog and track activities step by step with a prospect.

Easy upload of new contacts.

Good response time from support agents.

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.

Strength 1: Integration with Gmail.

Strength 2: Customer Support.

Strength 3: Great UI.

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.

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.

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.

Track sales process

Track customer interactions

Integrate with tools

Communicate across the organization where things are at

Sales Report and performance

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

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.

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.

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.