Copper CRM: The real diamond in the rough that aims to destroy an old school giant
April 11, 2019

Copper CRM: The real diamond in the rough that aims to destroy an old school giant

Kelly Wasden | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Copper (formerly ProsperWorks)

What started as just the Sales team, quickly grew to customer support across the org. After researching a literal PANDORA's BOX of CRM solutions out there, my company, as well as a company I consult with, went with Copper. Sales use it to quickly create and update leads and opportunities through our multiple channels of Marketing and Customer Support use it for agreement research, help questions and logging of additional information and to identify potential upsell opportunities.
  • Direct integration with Gmail: Simple and seamless integration is the KEY to a productive sales org.
  • Ease of use: If it isn't easy to use, no one will touch it no matter how pretty it is.
  • Pricing: Cost effective with added bells and whistles.
  • Would love a stronger VoIP solution built directly into Copper.
  • You can finally rename records in Copper. This was way overdue vs. what other CRMs already allow natively.
  • Additional integration support: I think the feedback at times falls on deaf ears for things people need.
  • Speed to call leads has increased for us over 32%.
  • Opportunities have not fallen through the cracks with collaboration efforts from CS and Sales.
  • Saves us time inputting information into just Copper vs. multiple clicks and crappy integrations with other CRMs.
More complete than SugarCRM by a long shot with reporting and ability to seamlessly integrate with ANYTHING at all. Less complicated than Salesforce Lightning from implementation and maintenance but Copper lacks deep customization ability and sheer size. Zoho CRM is a dying CRM in my opinion that, like SugarCRM, fail to innovate or just put new makeup on the same crappy overlay/process. Copper is sleek, easy to use and informative from a data perspective without having a separate certification and HUGE implementation fees attached.
Copper is INCREDIBLE for small organizations that I have found. I can't speak for the enterprise, unfortunately. Companies that are pulling their hair out trying to get sales reps to FILL in information is a key selling point here, at least for us. Using Google's Suite e.g. Gmail made switching to Copper really a no-brainer for us. Crazy as it sounds, using Copper is really fun and easy as a sales rep because it is already there inside of Gmail, making adding leads, creating opportunities just a breeze and really updating any number of accounts that you need to. It is a challenge when working with 3rd party apps like Outreach that have a slide-out bar on the right or wanting to use tasks and the side features in Gmail.

Copper Feature Ratings

Customer data management / contact management
9
Workflow management
9
Territory management
8
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
10
Quote & order management
8
Interaction tracking
7
Channel / partner relationship management
Not Rated
Case management
8
Call center management
8
Help desk management
9
Lead management
10
Email marketing
10
Task management
10
Billing and invoicing management
8
Reporting
9
Forecasting
9
Pipeline visualization
9
Customizable reports
9
Custom fields
10
Custom objects
9
Scripting environment
Not Rated
API for custom integration
10
Role-based user permissions
9
Single sign-on capability
10
Social data
9
Social engagement
9
Marketing automation
9
Compensation management
Not Rated
Mobile access
9

Using Copper (formerly ProsperWorks)

Any more today, I think CRM's come in at a dime a dozen. There are so many options to choose from today that it can make getting sucked in to a pretty UI rather easy. Don't be fooled since Copper is truly a Google-based CRM and we absolutely love the integrations it provides and ease of use. People just use it.
ProsCons
Like to use
Relatively simple
Easy to use
Well integrated
Consistent
Quick to learn
Convenient
Feel confident using
Requires technical support
  • Gmail integrations
  • Implementation
  • Overall UI and Mobile App
  • Lack of VOIP
  • Getting used to reporting was challenging
  • N/A
Yes - Love their mobile app functionality. It's slick and easier than any other CRM I have used out there. It's quick and easy to pull data and check accounts. I find myself defaulting to their app frequently. Traveling is easy as well being able to log events, send invites, etc. It's slick and easy to use which makes sales people and operations teams excited.