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