It’s not gold, but Copper does it’s job.
March 01, 2019
It’s not gold, but Copper does it’s job.
Score 5 out of 10
Vetted Review
Verified User
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 Feature Ratings
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
Pros | Cons |
---|---|
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)
Pros | Cons |
---|---|
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.