Copper deserves the Gold Medal.
Updated November 09, 2021
Copper deserves the Gold Medal.
Score 10 out of 10
Overall Satisfaction with Copper (formerly ProsperWorks)
We use Copper across multiple departments within my company. The Business Development team uses it for prospecting, the Sales team uses the Opportunities Pipelines to track our sales process with prospects, The individuals responsible for hiring new employees use the Opportunity Pipeline to track the interview and onboarding process, and the Executive team uses an export of some Copper data to track performance metrics within the company. Copper's integration with the Google G-suite is one of the main reasons we chose this CRM over others and we utilize those integrations daily. Our Marketing team even uses Copper to feed contact information to Mailchimp via Zapier. It's proving to be an extremely versatile tool for all of our business processes.
- I think the Opportunities Pipeline is probably the best feature of the CRM. The versatility of it allows for pipelines to be made for not only sales but myriad of other ways.
- Copper's commitment to customer satisfaction is pretty spectacular. Many CRMs aren't as dedicated to this and provide their customers with simple how to articles that fall short of being an actual help.
- Copper's ability to sync with Google is an undersold perk. If a company relies on the Google workspace, Copper is an amazing tool to work alongside with Google.
- Copper's ability of customization has some drawbacks...While you are able to customize some things, usually those customizations don't play well with some of the other functions (Reports, Automation). In the past it was definitely more restrictive but it seems that these instances are occurring less and less (Copper is improving the platform to accommodate the addition of customizations)
- The implementation of the Copper Community is great in concept but in execution it probably isn't the best. Many people are most likely entering the community with a specific issue that they believe to be unique to them and do not bother scouring through posts from other users. This leads to duplicate posts that don't get aggregated together, so if the Copper team is looking to work on posts with the most upvotes, there will be an artificial deflation of posts that should actually be areas of focus.
- The Copper gmail add-on and the mass import feature can lead to the entry of mostly blank profiles within Copper. While these features are seen to be time savers on the surface, they wind up resulting in a gigantic problem for keeping a clean and effective database of people/companies.
- Due to Copper constantly being improved, this leads to articles and features being outdated/defunct.
- The ability to nurture abandoned prospects via Sequences has proven to be a great tool for our Business Development Team. Rather than leaving the nurturing to Marketing, the BD Team is able to play a more active role in reviving abandoned Opportunities with a higher potential for conversion to clients.
- Probably the biggest positive impact Copper has had for our company is its ability to export to Sheets. As a financial services company, we live inside of spreadsheets and are constantly crunching numbers. Being able to pull important data out of Copper and into a tool like sheets has allowed us to create a robust series of charts and metrics enabling us to tweak our performance for the better.
- The biggest negative impact Copper has had on our overall business might be in the inability to track interactions between members of our company that don't have Copper licenses. While we don't need every member of our company to use all of the features within the CRM platform, the lack of email tracking for all people within our company causes the interaction counts for prospects/clients to be skewed and not reflect the true count of total interactions.
Do you think Copper delivers good value for the price?
Are you happy with Copper's feature set?
Did Copper live up to sales and marketing promises?
Did implementation of Copper go as expected?
Would you buy Copper again?
Realistically, Copper (or any CRM for that matter) can't be everything to every company. It's difficult for any CRM to be well-suited to fit every industry and every business model. Thankfully, Copper's ability to customize things within the platform, as well as Copper's drive for customer success/satisfaction, has led us to be very satisfied with the platform. The only reason Copper isn't a 10/10 is due some of the inevitable shortcomings that any CRM would have because it isn't something that was bespoke for our company. This is no fault of Copper's but it should be mentioned.
Copper's use of articles, Live support, and office hours is fantastic. The only downsides to some of these features is that on occasion, the articles are a bit outdated and the individuals holding office hours don't have the best bedside manner.
Honestly, I think Copper is a great CRM for any startup. They're small enough to where they are very accommodating to their clients but large enough to have a ton of integrations with other business tools that a company may use. The toughest thing with Copper is when your business model may not revolve around a set Value derived from each customer. If your company doesn't view a sale/client as set dollar amount, a lot of the features, KPIs, etc. become essentially useless.