Copper is nice for beginner CRMs, if you want a robust platform look elsewhere.
March 01, 2019

Copper is nice for beginner CRMs, if you want a robust platform look elsewhere.

Sam Lepak | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Copper (formerly ProsperWorks)

Copper is our CRM and is only used for our sales team. Our products are a mobile app and website that generate leads that go into Copper in which our sales team is able to qualify and view all communication with prospects and move them along the appropriate pipeline.

One of the main problems that Copper solves for us is integrating with Slack and their mobile app to update us real-time of new leads. Also, a nice feature of Copper is their integration with G Suite (since Copper is a Google Product), that keeps track of all communication with each prospect.

From a more technical perspective, Copper has a quite robust API that allows us to connect our mobile app attribution platform, Slack, PostgresSQL, and chatbot Intercom.
  • 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.
  • While Copper has a quite robust API, they do not have any webhook receiver URLs. In order to effectively communicate data between Copper and another platform is through a paid Zapier account or Tray.io.
  • Automated actions are nice, but the work flow automations are extremely limited. We are not able to send users automated emails, push notifications when they enter a new stage of a pipeline.
  • More direct integrations with messaging services - transactional + marketing email services, push notification platforms, chat services.
  • Being a paid user with many Copper team members, we have definitely reaped the benefit of reports by pipeline, along with financial projections, and determining ROI of paid media channels with opportunity lead sources.
  • Copper has also allowed us to have effective sales meetings where our team members go through their pipelines and collaborate together on opportunities and share learning points that help the rest of the sales team avoid similar mistakes.
I didn't have much authorization in the selection of Copper, however, I have looked into switching costs and leaving Copper due to their limited workflow automations. HubSpot and Salesforce look more robust and integrated with our other marketing tools.

We are too sunk in with Copper into Slack, our backend, and current sales process to switch over and learn again. As a result, we have decided to stick with Copper and wait anxiously for their new product updates.
Copper is well suited for keeping track of sales reporting, being able to track by pipelines, sales member, and weighted probability reports. At a high level, Copper has a solid UI/UX and is a simple CRM solution.

If you are looking for a more robust CRM system to automate opportunities and automatically move opportunities through your pipeline, then Copper is not the solution for you. Their automated work flows is quited limited.

Copper Feature Ratings

Customer data management / contact management
8
Workflow management
3
Opportunity management
6
Integration with email client (e.g., Outlook or Gmail)
9
Contract management
5
Quote & order management
4
Interaction tracking
7
Channel / partner relationship management
Not Rated
Case management
8
Help desk management
6
Lead management
6
Task management
7
Reporting
9
Forecasting
8
Pipeline visualization
8
Customizable reports
6
Custom fields
4
Custom objects
4
Scripting environment
Not Rated
API for custom integration
5
Role-based user permissions
7
Single sign-on capability
9
Social data
7
Marketing automation
3
Mobile access
9