It’s not gold, but Copper does it’s job.
Anonymous | TrustRadius Reviewer
February 28, 2019

It’s not gold, but Copper does it’s job.

Score 5 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Copper (formerly ProsperWorks)

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 has helped ensure we follow up with leads.
  • It has helped us track every stage of sponsorship sales for multiple events happening at the same time.
Copper is simple and free, and we didn’t have a need for a more elaborate CRM that didn’t have event specific features. We do utilize a more specific marketing flow for drip campaigns but for basic email tracking for sales, Copper does what it needs to.
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.

Copper Feature Ratings

Customer data management / contact management
6
Workflow management
3
Opportunity management
5
Integration with email client (e.g., Outlook or Gmail)
1
Interaction tracking
6
Channel / partner relationship management
5
Lead management
5
Task management
4
Reporting
2
Pipeline visualization
7
Customizable reports
4
Custom fields
8
Role-based user permissions
8
Single sign-on capability
5
Mobile access
3

Evaluating Copper (formerly ProsperWorks) and Competitors

  • Price
  • Product Features
  • Product Usability
Price was the most important factor. Since we were looking for something only slightly more complex than a spreadsheet for this particular piece of workflow, we didn’t want to pay for something complicated that we didn’t need.
Next time, I would do a few week trial of the software rather than just a demo. A demo does not let you fully dive in to feel real ease of use.

Copper (formerly ProsperWorks) Support

Their support team isn’t super fast to respond but they usually solve my problem—after a little back and forth—within 48 hours or so.
ProsCons
Problems get solved
Kept well informed
Poor followup
Difficult to get immediate help
Need to explain problems multiple times
Slow Initial Response
No - Support should not be paid for when trying to figure out basic tasks. If I were looking to use the system in a complex or unique way, I would expect to need the help of support but not for basic usability.

Using Copper (formerly ProsperWorks)

It’s average. It’s not especially easy to use but doesn’t require any special skill. It’s just clunky to click around and convert people based on the type of lead they are.
ProsCons
Like to use
Technical support not required
Consistent
Feel confident using
Familiar
Unnecessarily complex
Cumbersome
  • Converting a lead to a person or a person to an opportunity
  • Moving a lead along the pipeline
  • Setting follow up tasks
  • The Chrome extension/plug-in barely works
  • Adding someone as a lead by hand
  • Forwarding emails to be tracked and matched up with leads
  • reports Are difficult and clunky.