Incredibly awesome CRM with incredibly awesome support, all at the perfect price
April 10, 2019

Incredibly awesome CRM with incredibly awesome support, all at the perfect price

Chris Kirksey | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Copper (formerly ProsperWorks)

We use Copper daily. Our whole organization uses it as a detailed client contact book, as well as to keep track of new prospects (the last time we called or emailed them). It's awesome because it really helps us know when to get in contact with someone via automated reminders that were set up in Copper.
  • Strength 1: Integration with Gmail.
  • Strength 2: Customer Support.
  • Strength 3: Great UI.
  • It would be awesome if Copper could integrate into Apple Mail like it does Gmail.
  • Integration possibly with Slack.
  • Copper has simplified client communication.
  • Copper has simplified Gmail inbox management.
  • Copper has had a positive impact in communicating with sales prospects.
Copper is right in the middle in terms of price when comparing other CRMs, which is actually pretty awesome because I've used about 10 other CRM's and I've never been happy until I started using Copper. Pipedrive was very competitively priced, but I couldn't stand the UI. Others, like Salesforce and HubSpot, were so expensive it would have destroyed my business.
A specific scenario where Copper is well suited is when I receive emails from people in Gmail. Copper makes it extremely simple to add them as a new contact to my address book, and then also sync that new contact with my Google address book. I haven't run into a scenario where it's less appropriate to use Copper.

Copper Feature Ratings

Customer data management / contact management
10
Workflow management
9
Territory management
Not Rated
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
7
Contract management
Not Rated
Quote & order management
Not Rated
Interaction tracking
10
Channel / partner relationship management
10
Case management
10
Help desk management
10
Lead management
10
Email marketing
7
Task management
10
Reporting
10
Forecasting
10
Pipeline visualization
10
Customizable reports
10
Custom fields
10
Custom objects
10
Scripting environment
Not Rated
API for custom integration
6
Role-based user permissions
Not Rated
Single sign-on capability
Not Rated
Social data
4
Social engagement
Not Rated
Marketing automation
10
Mobile access
10