Copper: Easy to set up and use
September 11, 2021

Copper: Easy to set up and use

Mark Caliendo | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Copper (formerly ProsperWorks)

We use Copper to track sales opportunities, as well as our clients' and prospects' information. Then we use that to follow up and drive business. All documentation related to quotes, waste profiles, manifests, and invoices are also saved within each of our clients' accounts. This tool has not only helped keep us organized, but it has also contributed to the efficient growth of our business for the past two years.
  • Client business name, contact information, and sales opportunities
  • Reminders to contact the client for service or sales follow up.
  • Tracks all business growth.
  • Saves files and documents that are important to future services.
  • I wish it were easier to create a dashboard to view sales and growth.
  • There are some features I would like to change but can't seem to figure out, so I just deal with not being able to, nothing major though.
  • I would like to see it offer more free links to other services such as Quick Books.
  • It has helped us grow our business.
  • It has helped us track sales and services.
  • It has helped us store documentation.
  • It has helped us maintain communication with our clients.
In all fairness, other CRM tools I have used were set up by a corporate IT person who knew much more than I do about programming. Therefore, those were easy to use and had the features I expected them to have. Whereas I, with minimal IT experience, set up Copper by myself. It works very well for what we do, so it is a very user-friendly program.

Do you think Copper delivers good value for the price?

Yes

Are you happy with Copper's feature set?

Yes

Did Copper live up to sales and marketing promises?

Yes

Did implementation of Copper go as expected?

Yes

Would you buy Copper again?

Yes

It is very user-friendly and easy to set up. For the most part, it does everything I expect a CRM tool to do.
There have been a few times when I contacted the "help desk" or "support team" and they just told me to watch a video or join a seminar to learn what I am looking to do. I would have expected someone to take a few minutes and literally walk me through the steps one by one until either I figured it out or accomplished the goal of my request.
It is very easy to use to enter client information and opportunities, as well as follow-up tasks. I use the program every day to set myself up with a client follow-up list on a specific day each week when I either call a client, follow up on an opportunity, or simply schedule a service for them.

Copper Feature Ratings

Customer data management / contact management
9
Workflow management
9
Territory management
Not Rated
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
9
Contract management
9
Quote & order management
3
Interaction tracking
9
Channel / partner relationship management
3
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
Lead management
7
Email marketing
3
Task management
9
Billing and invoicing management
1
Reporting
1
Forecasting
1
Pipeline visualization
1
Customizable reports
1
Custom fields
7
Custom objects
6
Scripting environment
Not Rated
API for custom integration
Not Rated
Role-based user permissions
9
Single sign-on capability
9
Social data
1
Social engagement
1
Marketing automation
1
Compensation management
1
Mobile access
9