Item: Copper
Rating: 8
Author: Verified User

Overall Satisfaction with Copper

Use Cases and Deployment Scope

I use Copper for CRM for tracking all communication with prospects, clients, network contacts, investors, partners, and more. I also use it for sales opportunity tracking and for creating and managing tasks for next steps for sales prospects and for next steps with clients as well. We use it across the organization.

Pros and Cons

Pros

Email syncing to people
Ease of use
Pricing

Cons

Can't have one person assigned to multiple companies
Sometimes confusing layers of opportunities and companies
Gmail integration needs to be refreshed sometimes

Return on Investment

made it easier to track prospects and not have them fall through the cracks

Usability

Usable well but search isn't the best on it and sometimes hard to track where logged something if to a company but not its opportunity assigned to the company, and that a person can't be assigned to multiple companies, not a great way to have a person's past communication assigned to a certain company they used to work at but future communication at their new company.

Key Insights

Do you think Copper delivers good value for the price?

Yes

Are you happy with Copper's feature set?

Yes

Did Copper live up to sales and marketing promises?

Yes

Did implementation of Copper go as expected?

Yes

Would you buy Copper again?

Yes

Likelihood to Recommend

It's well suited for a company that needs a CRM in order to track its relationships but doesn't need a crazy big outbound strategy built into it as well.

Copper Feature Ratings

Comments

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Solid CRM