Item: Copper
Rating: 8
Author: Kevin Berson

Overall Satisfaction with Copper

Use Cases and Deployment Scope

We use Copper to track leads, deal probabilities, and outreach. At any given time we are tracking 200 or so leads. We love how Copper gives us a complete view of all interactions with a prospect and a visual chart to see leads by stage.

Pros and Cons

Pros

Visual of leads by stage
complete chronology of all interactions with a prospect
Share leads/info among team members

Cons

a little confusing to understand differences in field structure between leads, people, contacts and companies. In my world, they are interchangeable.

Return on Investment

Positive ROI - reminding me to reach out with all of my prospects.

Usability

very intuitive, but as I mentioned earlier, in my world there's a bit og overlap between people, leads, companies and projects.

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

excellent for tracking all leads, total activity with each contact and a visual view of pipeline by stage

Copper Feature Ratings

Comments

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Highly recommend Copper as a CRM for Investment Bankers