Copper works like "gold" for me
Jay Werth | TrustRadius Reviewer
March 12, 2020

Copper works like "gold" for me

Score 9 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Copper (formerly ProsperWorks)

The first year I used Copper was self-directed. This year I am beta-testing Copper for use by individuals who manage fundraising campaigns for our client. There are many steps to convert a donor prospect to a donor and I'm able to catalog the steps in Copper as a CRM and project manager tool.
  • Task notifications.
  • Ability to have custom fields for information and process.
  • "Pipeline" of one's donor or sales prospects to catalog and track activities step by step with a prospect.
  • Easy upload of new contacts.
  • Good response time from support agents.
  • Synchronizing with other apps is tedious and puzzling. Syncing one's phone and computer is error free and easy to set up.
  • I'd like more opportunities to attach files while working in a contact.
  • Not a company wide application as of yet. I'm beta testing. It's saving me time and allowing me to track my activity with prospects well.
  • I will most likely recommend Copper use company wide by the end of this year.
I selected Copper because of its interface with all things Google, specifically the sync feature for calendar and capture of email correspondence. It made sense to use Copper because our corporate communications is built on the Google platform. Bloomerang is an excellent tool for tracking donor contributions, but not as facile as a CRM. I didn't work extensively in Zoho or Salesforce.
Copper is well suited for sales or donor prospect information and activity. I'm not sure how well it works with multiple users in the same company with the ability of supervisors to monitor activity by individual users. If one is merely looking for contacts storage this product would be overkill. I find Copper adequate for my project management purposes. My guess is that there are other programs dedicated solely to project management that might provide better workflow, etc.

Copper Feature Ratings

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