CopperUsed by 74% Professionals

Copper Reviews

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4

/5

(Alternatives.co rating)
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Copper is a customer relationship management (CRM) software that enables small business owners to efficiently and automatically manage their client interactions. In addition to automating tasks, users can manage projects, deadlines, and more, or even develop lasting and meaningful connections. 30,000 companies utilize Copper worldwide.

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G2
4.5
Top Comments by G2
Positive Comments
  • Paul G.CEO/Cofounder
    Review
    0.0

    Not bad looking. Good documentation. Simple enough interface. This is very manual, labor-intensive bit of software that is expensive for what it is. There isn't much value add here vs just a notepad. And gmail + calendar + a free tool called Todoist more than took care of my needs. Not only did it not add much value, there were a bunch of bugs and annoyances with Copper CRM that actively detracted from my life. A senselessly repeating 'copper' icon that blew up some of my gmail windows to infinite scroll, a buggy API to my drip marketing campaign tool that added friction and manual work, and an annoying popup notifcation every single time someone reads an email, without any intuitive way of turning it off. I made a mistake buying this. But the fee is billed annually and once you buy it, you can't get a refund even if you never use it. I asked customer support explaining that I'm a startup and hoping they would make an exception, only to not get so much as the courtesy of a reply. Wish I didn't buy this; but live and learn. Won't be making that mistake again. No real value add. If anything, through the problems it created, it actively detracted value from my life instead of adding. Hi Paul, Your feedback is important and we appreciate you sharing it. Im sorry to hear your experience did not meet the level of service we aim to provide our customers. Ive shared your message with our team internally, and if you reach out via our chat support a member of our billing team will work with you to come to a resolution. I wish you all the best, Melanie at Copper

  • Jonathan R.Sales and Customer Service manager
    Review
    5.0

    It has made my sales organization so much better! The customers are always so impressed when I call them back the day I tell them I will. Many say that we are the only company that continually follows up! I love Copper! The opportunities portion works awesome for me to track my follow-up sales calls. I also use the notes portion a lot and it impresses customers when I remember things they tell me. Additionally, I LOVE that it tracks the emails. I am always able to go back and see what communication has happened without having to dig through gmail. Plus it keeps track of how our customers learn about our business and I use that to make decisions where our money goes for advertising. This is a great tool for small businesses in sales! I wish there was an easy way to track texts from customers. It would be nice if all texts from customers could be routed through here somehow! One other thing I would like is a place to put a separate mailing address in for customers. There are just some small things that would help if I could customize it a little bit more, but it generally works great for our needs. If it doesn't meet your needs perfectly, talk to someone to help you customize it! Also, use the app! It has helped move our company from doing CSM on paper to totally online and allowed me to be 100% mobile. I use the mobile app all the time to reach a customer when I am away from the office. It is nice because I don't have to put contacts in my phone.

  • Sara J.Director of Executive Services
    Review
    4.0

    Copper is easy to use and intuitive for collecting data, managing relationships, and building processes to manage those relationships. I love that it is easily customizable by adding different fields so we can track any data we want to track. It is capable of tracking the data you need to track without needing someone skilled in IT to manage the data keeping. The least intuitive part of Copper, in my experience so far, is the reports/dashboards. I wanted to create one customized report, but I had to build an insight and add that to a dashboard that gives lots of other information. Also, I don't particularly appreciate that some buttons are only viewable if the screen is at full screen. I expanded my screen, but it took connecting to the chat line to figure out that it needed to be in full-screen mode to see the edit button for dashboards. Copper is helping our team track all of our organization's relationships with people and other organizations. Copper also allows us to manage leads and sales in an easy way so we can see how we are progressing in those relationships. The customizable fields also allows us to track certain information like birthdays or other milestones to celebrate and care for our customers.

Negative Comments
  • Greg H.Director of Marketing
    Review
    0.0

    I like the idea behind the app, the close connection between sales and tasks and the gmail plugin. 1. Support is terrible. They use zendesk for their support and the people reading the support tickets seem to struggle with helping. Here are a few examples: a: We changed our domain name. All we needed to do was update our usernames to have the new domain on them. THEY COULD NOT DO THIS. I had to request this change - literally just updating our email addresses - 3 TIMES before somebody finally said it could be done. The first two people just said that it was impossible. The third person said it was do-able but it required adding additional users, and deleting old users, which unassigned all the work. Is it that hard to update a database? b. When one user made changes to the opportunity stages, we lost several opportunities even though the software claimed that opportunities would just be moved to adjacent stages. What's the point of sales software that loses track of opportunities?? When I reached out to support they said: "Unfortunately, there is no way for us to recover any deleted records in your account if this is already been accidentally or intentionally deleted by someone. [in other words, this is all your fault, not ours] We recommend exporting your opportunities/records weekly so you have a fresh back up when you need." Again, what's the point of using your software if we are supposed to keep the data on our side and normal use of your software causes it to break? Dumb. Dumb. Dumb. 2. Reporting is totally sales focused and doesn't help at all with regular task and project management. There is no way to see which team members are doing their work, or to generate reports on average time spent on tasks. Some valuable KPI data is not available in the sales related reports, either. Like how about we get a report to show the average time to close a lead? There is so much valuable data that we simply can't access. 3. Messy messy messy. The screen is just jammed packed with data, much of it useless, and it's difficult to find the data you want. Accordions inside of tabs inside of pop-ups? Really? Is that the best way to access the tasks associated with a client? It shouldn't take 3-4 clicks to get to a teeny tiny truncated accordion window of information. We should be able to see and sort through data related to a client within the main window. Bad design. Wait for 3 or 4 years. It's too glitchy and support is terrible. We lost valuable data in regular use of the program. We needed a task management system and a sales system. This seemed perfect, at first. But it's a big flop. Hi Greg, we try to be extra careful with domain changes as there can often be miscommunications that lead to losing access to the system. We have recently improved the way we handle these changes to make it a more seamless process! We're actively working on our reporting suite and we'd love to understand if we're heading in the right direction to cover your use cases. If you could reach out to "product-feedback@copper.com" we can share what we're working on. We're sorry that you're not happy with the user experience we assume this is with the Chrome Extension where we're very limited by space. We want to allow users to work as much as possible within G Suite and try to have as much information as possible in there to achieve this while at the same time focussing on the experience. We're constantly working to improve this so thank you for the feedback. If you could share a screenshot with "product-feedback@copper.com" it would help us understand how you have this set up on your account so we can bear it in mind for future iterations.

  • Nathan Y.Founder
    Review
    0.0

    The app itself has a nice set of features that is comparable to Hubspot. The HUGE jump in price from free tier to paid tier with Hubspot is what made me switch to Copper. I was happy with the features and when I was using it for my prior business I used it without issue. When I left my prior company and attempted to cancel is when everything went haywire. The customer service is slow to respond and antagonistic. They do everything they can to make issues YOUR FAULT and little to resolve the issues. The cancelation policy requires 30 days notice. If you cancel less than 30 days from your next invoice, according to their policy that means that not only do you owe them your next invoice, you owe them the invoice after that. When you cancel, the UI is intentionally confusing and designed to prevent you from cancelling. When you complete a cancellation request, no email confirming the cancellation is generated and there is no user viewable way to confirm cancellation. I thought I had processed a cancellation back in March 2020 and noticed in Jan 2021 that I was still being billed. I assume there was some kind of hiccup in the cancellation because I was not able to login or reset my password (No account exists) but I was still showing as active in their system. I contacted customer service, they restored my account and told me I had to process a cancellation through their interface, and that then, everything would be taken care of, which I did. I mentioned that I had been erroneously charged for the past 10 months and the rep said that they would take a look at that once the cancellation was processed. Then, two days later I was charged AGAIN. When I reached out to customer service, I was forwarded to billing who was even less helpful. They cited their policy and made no apologies for the cancellation friction or the past months where there was no recorded activity and I was still being charged. Not wanting to get into a lengthy back and forth, I offered an olive branch. Just refund me the charge you just issued after I had cancelled and I'll consider the other TEN MONTHS OF ERRONEOUS BILLING AFTER CANCELLATION water under the bridge. They wrote back and said the best they could do was NOT CHARGE ME AGAIN WHICH ACCORDING TO THEIR POLICY THEY WOULD NORMALLY DO. I don't write reviews like this ever. I write only positive reviews for software I enjoy. But this experience was so ABYSMAL, ILLOGICAL, and DOWN RIGHT RUDE that I had to put it on the public record. SHAME. The ability to create multiple pipelines, track email opens, and seamlessly integrate with G-Suite were great features. Too bad about their terrible customer service. Thank you for taking the time to submit a review. Our VP Success, Ken, commented on this review 5 months ago. Since then, he has been true to his word and as a result of your feedback here and on other sites, and as a result of similar feedback from others, he has done the following: 1. Instituted 3 additional renewal email reminders: 90 days, 45 days, and 30 days before renewal 2. If the email reminder bounces due to account ownership changes, we assign the case to a Success Manager to track down the current owner to ensure the renewal notices are delivered 3. Adjusted the renewal period so that it does not start until we have confirmation that the account owner has been notified. 4. Adjusted our Terms of Service to make our policies crystal clear 5. Worked with support to provide clearer instructions on how to cancel an account. 6. Increased our support staff by 50% to make it easier for customers to get in touch. We wish you all the best in your future endeavors.

  • Verified User in Information Technology and ServicesSmall-Business(50 or fewer emp.)
    Review
    0.0

    These guys as they're VERY tricky, you can't cancel your subscription through the protal you have to email them and then they ignore your emails or take forever to reply - all the while they still bill your credit card! BEWARE OF DODGY BUSINESS PRACTICE! These guys as they're VERY tricky, you can't cancel your subscription through the protal you have to email them and then they ignore your emails or take forever to reply - all the while they still bill your credit card! When we want to cancel a service/product we usually go into the settings and simply cancel, right? Well the con-men at PropserWorks don't allow this - if you want to cancel the product you have to email them, wait a couple days for them to respond with a whole bunch of questions as to why you want to leave, what features are important to have in a CRM etc. You take time out of your day to give them constructive feedback, and then they ignore you AND STILL BILL YOUR CREDIT CARD 7 days after you've made a cancellation request I've now resorted to these negative reviews to make sure nobody else falls into their trap, as they've stopped responding to me suggesting that there won't be a refund. DON'T DO IT TO YOURSELF BEWARE OF DODGY BUSINESS PRACTICE! These guys as they're VERY tricky, you can't cancel your subscription through the protal you have to email them and then they ignore your emails or take forever to reply - all the while they still bill your credit card! When we want to cancel a service/product we usually go into the settings and simply cancel, right? Well the con-men at PropserWorks don't allow this - if you want to cancel the product you have to email them, wait a couple days for them to respond with a whole bunch of questions as to why you want to leave, what features are important to have in a CRM etc. You take time out of your day to give them constructive feedback, and then they ignore you AND STILL BILL YOUR CREDIT CARD 7 days after you've made a cancellation request I've now resorted to these negative reviews to make sure nobody else falls into their trap, as they've stopped responding to me suggesting that there won't be a refund.

GetApp
4.4
Top Comments by GetApp
Positive Comments
  • Rebekah M.Health, Wellness and Fitness
    Review
    5.0

    Haven't been using long but seems very simple and easy to use.

  • Michael B.Construction
    Review
    5.0

    No Comments

  • Anonymous ReviewerInformation Technology and Services
    Review
    5.0

    Great work tool, if the workers enter information, it is easy to use and read to be able to measure the management and have control over the accounts.

Negative Comments
  • Roger W.Capital Markets
    Review
    1.0

    I have emailed and used the customer service bot on thewebsite over 20 times since Julyto ask a basicquestion. Copper refuses to answer my question. It is not humanly possible for a human to be as rude and stupid as the bot that never answers my question!!! In my 30 years in business Copper by far has the worst customer service on the planet!!! Even worse than Pac Bell had back in the 1990s and it was not possible to have customer service as dumb as theirsuntil Copper came along!!!!

  • allen m.Real Estate
    Review
    1.0

    stay away otherwise you will loose $300

  • Nathan Y.Marketing and Advertising
    Review
    1.0

    OK product. Terrible company to do business with. Avoid.

Trustradius
1.3
Top Comments by Trustradius
Positive Comments
  • Verified User
    Review
    5.0

    We selected Copper over these other CRMs mainly because of its ability to integrate with Google Workspace. Members of our team have used Salesforce in the past and found it to be a nightmare to work with/on. Candidly, Copper doesn't fill all of our needs so we supplement that with the use of Asana.
    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.
    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.

  • Sam LepakHead of Digital Marketing
    Review
    3.0

    I didn't have much authorization in the selection of Copper, however, I have looked into switching costs and leaving Copper due to their limited workflow automations. Hubspot and Salesforce look more robust and integrated with our other marketing tools. We are too sunk in with Copper into Slack, our backend, and current sales process to switch over and learn again. As a result, we have decided to stick with Copper and wait anxiously for their new product updates.
    Copper is well suited for keeping track of sales reporting, being able to track by pipelines, sales member, and weighted probability reports. At a high level, Copper has a solid UI/UX and is a simple CRM solution. If you are looking for a more robust CRM system to automate opportunities and automatically move opportunities through your pipeline, then Copper is not the solution for you. Their automated work flows is quited limited.
    One of the main benefits of Copper is real-time reports. We are able to breakdown won and lost revenue amongst our sales team and also account for projected sales revenue based on the opportunities in the pipeline and the expected close rate of those opportunities. Copper has automated actions that allow us to move prospects through pipelines effectively. We set automated reminders and tasks for opportunities based on their pipeline and stage within the pipeline. These reminders and tasks are also emailed and sent as a push notification to each respective lead owner. We are a big fan of the Copper newsletters. They provide a clear roadmap of what to expect from them from a product development standpoint and what to expect next. Their emails are easy to digest, and optimized for mobile. Also, they ask for user input that has been integrated into their roadmap.
    While Copper has a quite robust API, they do not have any webhook receiver URLs. In order to effectively communicate data between Copper and another platform is through a paid Zapier account or Tray.io. Automated actions are nice, but the work flow automations are extremely limited. We are not able to send users automated emails, push notifications when they enter a new stage of a pipeline. More direct integrations with messaging services - transactional + marketing email services, push notification platforms, chat services.

  • Erik ViagerManager, Business Development
    Review
    4.5

    For my company, we chose Copper over Salesforce and HubSpot for a few reasons. First and foremost, G-Suite integration. This was one of the most attractive features we liked about Copper. The integration allows for seamless lead import, automated activity tracking and much more. Second, Copper is designed with the end user in mind. It has to be one of the simplest CRMs I have ever used. Additionally, Copper has fantastic customer success managers who make sure you are getting the most out of the platform. Lastly, Copper has very competitive pricing and offers many features of the big name CRMs at a much more economical price point.
    Copper is the perfect CRM for businesses and organizations that use G-Suite. It integrates seamlessly with Google products and makes data entry a thing of the past. With a simple click, you can import leads from your Gmail conversations or import a prebuilt list in a matter of minutes. Copper is truly customizable and is very easy to make the CRM work for you. It is very easy to create custom fields, manage leads, people and opportunities, and run reports on user activity, pipelines, and more. I think Copper is less appropriate for organizations that may need very complex CRM environments and do not leverage Gmail or G-suite products. Copper is the CRM for Google users.
    The Google integration and Chrome extension automatically tracks and updates prospect and lead activity in the CRM. Data entry is simplified. Copper is a very user-friendly CRM with the ability to create custom fields, multiple pipelines, sales stages, etc. It is truly customizable and far less complex than other CRMs I have used in the past. Copper makes it simple to add leads manually, through Gmail or using a template and uploading a large list. Great support. We are very happy with our account management team and they strive to make sure we are getting the most out of the platform. Pricing is very competitive.
    Copper automatically pulls leads' social information and picture. Sometimes this information is not accurate. We did not have a successful integration with RingCentral (web phone and meeting app) but this isn't a huge drawback. I am pleased using Copper and can't think of any other cons since implementation.

Negative Comments
  • Verified User
    Review
    5.0

    We selected Copper over these other CRMs mainly because of its ability to integrate with Google Workspace. Members of our team have used Salesforce in the past and found it to be a nightmare to work with/on. Candidly, Copper doesn't fill all of our needs so we supplement that with the use of Asana.
    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.
    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.

  • Sam LepakHead of Digital Marketing
    Review
    3.0

    I didn't have much authorization in the selection of Copper, however, I have looked into switching costs and leaving Copper due to their limited workflow automations. Hubspot and Salesforce look more robust and integrated with our other marketing tools. We are too sunk in with Copper into Slack, our backend, and current sales process to switch over and learn again. As a result, we have decided to stick with Copper and wait anxiously for their new product updates.
    Copper is well suited for keeping track of sales reporting, being able to track by pipelines, sales member, and weighted probability reports. At a high level, Copper has a solid UI/UX and is a simple CRM solution. If you are looking for a more robust CRM system to automate opportunities and automatically move opportunities through your pipeline, then Copper is not the solution for you. Their automated work flows is quited limited.
    One of the main benefits of Copper is real-time reports. We are able to breakdown won and lost revenue amongst our sales team and also account for projected sales revenue based on the opportunities in the pipeline and the expected close rate of those opportunities. Copper has automated actions that allow us to move prospects through pipelines effectively. We set automated reminders and tasks for opportunities based on their pipeline and stage within the pipeline. These reminders and tasks are also emailed and sent as a push notification to each respective lead owner. We are a big fan of the Copper newsletters. They provide a clear roadmap of what to expect from them from a product development standpoint and what to expect next. Their emails are easy to digest, and optimized for mobile. Also, they ask for user input that has been integrated into their roadmap.
    While Copper has a quite robust API, they do not have any webhook receiver URLs. In order to effectively communicate data between Copper and another platform is through a paid Zapier account or Tray.io. Automated actions are nice, but the work flow automations are extremely limited. We are not able to send users automated emails, push notifications when they enter a new stage of a pipeline. More direct integrations with messaging services - transactional + marketing email services, push notification platforms, chat services.

  • Erik ViagerManager, Business Development
    Review
    4.5

    For my company, we chose Copper over Salesforce and HubSpot for a few reasons. First and foremost, G-Suite integration. This was one of the most attractive features we liked about Copper. The integration allows for seamless lead import, automated activity tracking and much more. Second, Copper is designed with the end user in mind. It has to be one of the simplest CRMs I have ever used. Additionally, Copper has fantastic customer success managers who make sure you are getting the most out of the platform. Lastly, Copper has very competitive pricing and offers many features of the big name CRMs at a much more economical price point.
    Copper is the perfect CRM for businesses and organizations that use G-Suite. It integrates seamlessly with Google products and makes data entry a thing of the past. With a simple click, you can import leads from your Gmail conversations or import a prebuilt list in a matter of minutes. Copper is truly customizable and is very easy to make the CRM work for you. It is very easy to create custom fields, manage leads, people and opportunities, and run reports on user activity, pipelines, and more. I think Copper is less appropriate for organizations that may need very complex CRM environments and do not leverage Gmail or G-suite products. Copper is the CRM for Google users.
    The Google integration and Chrome extension automatically tracks and updates prospect and lead activity in the CRM. Data entry is simplified. Copper is a very user-friendly CRM with the ability to create custom fields, multiple pipelines, sales stages, etc. It is truly customizable and far less complex than other CRMs I have used in the past. Copper makes it simple to add leads manually, through Gmail or using a template and uploading a large list. Great support. We are very happy with our account management team and they strive to make sure we are getting the most out of the platform. Pricing is very competitive.
    Copper automatically pulls leads' social information and picture. Sometimes this information is not accurate. We did not have a successful integration with RingCentral (web phone and meeting app) but this isn't a huge drawback. I am pleased using Copper and can't think of any other cons since implementation.

Capterra
4.4
Top Comments by Capterra
Comments
  • Verified Reviewer
    Review
    4.0

    Copper has made it easy for me to keep track of my leads. With it's basic functions anyone can use it without reading extensively through a guide or manual. I would recommend it to new businesses because of it's simplicity and inexpensiveness.
    I've used copper for a while now - it was called Prosperworks when I first started to use it. It was my first CRM and it has helped me get my marketing leads in order as well as showed me how to use a CRM. Since it has simple features it is easy to use and learn and once you get the hang of it you are able to understand bigger and more complex systems so I'd like to think of Copper as a gateway CRM. I love how it integrates with Gmail so that with just one click of a button on the side panel that shows up after you install the Chrome extension and you have the contact's information saved- which spares you the work of manually adding a contact to the platform. The filters are easy to use and the fields can be customized. They even have a "market place" where you are shown information on the contacts whom you've recently exchanged emails with and it gives you the option to save it to your list. The pricing is also reasonable, especially if your company is in its early stages.
    The thing that I dislike most about Copper is the field mapping that needs to get done prior to importing a list of leads via an Excel sheet. If there is one error or if it doesn't recognize the information within a cell then it wont import it and it will give you a pop up window with the option to correct it right then and there. I've found myself fighting with it plenty of times because it wont accept what I'm writing and then I would resort to canceling everything and just deleting that contact from the list to add it manually afterwards just to get the import feature to work. Also it is such a chore to import these lists, you have to click on so many menu items to get to the import function.

  • Mark B.Proposal Manager
    Review
    5.0

    I've used Copper (under its original brand) both as a freelance digital contractor and in an agency setting. I found the standalone app to work fine, but there's no comparison to how well it worked with gMail, Google Docs and other elements of G Suite. I read a Forbes article about the rebrand and apparently Copper signals a move for the company where their apps are on Google Cloud, and to better support G Suite, and that seems like great news. If you are an agency using G Suite it seems to be a no-brainer to use Copper to me. Especially for tracking emails and customer conversations related to opportunities. The rebrand caught me by surprise when I was looking for something for a client. The Forbes article sheds some light on the rebrand and evolution. I'm a little biased as I wrote an article once for ProsperWorks, but this review is strictly from my experiences with the app, and the company. They have great customer success follow-up and have many scheduled support resources/weekly webinars to ensure you get the best out of your investment. I don't sell this app, I just was happy with how easy it was to use the tool, I've worked with Dynamics CRM, Salesforce and other CRM apps and I stand by my appreciation for how great this app is for G Suite and for agencies.
    I think the Copper rebrand is a sign of lots of changes for this solution, and the Forbes article says that there are positive changes to further align this solution with the Google ecosystem. I will say that the rebrand was news to me, but I haven't used the app in a month or so now since a recent contract ended .

  • Lauren M.Marketing ' Technology Consultant
    Review
    4.0

    We all live in our inboxes these days, right? This is where the greatness of Prosperworks comes in. All you have to do is roll over the email address of a contact in your Gmail (using the Prosperworks Chrome extension) and with one click, you can add a contact to your database. *Bye* data entry! It's also very intuitive as it automatically asks once you've added someone to your contacts whether you want to create an opportunity or task reminder for that person to ensure that you are monetizing your lead gen and staying on top of potential clients. The system also looks at who you've been in contact with recently and asks if you want to add them to your database. Again, with just one click, you're growing your database regularly. Mass upload of contacts is simple and easy, as is exporting contacts. There are a lot of automation options available such as Mailchimp and virtually anything else that is available to connect on Zapier. Email templates with mergtags are easy to set up. Lots of customization options across the board.
    It doesn't manage duplicates at all, which can be a bit of a drag. Email templates cannot include attachments or HTML. It's easy to lose your place when going down the list of contacts as the page has a tendency to refresh and start at the top as you navigate between contacts and sections. Reminders have limited options for when they are triggered.

  • Nathan Y.Managing Director
    Review
    1.0

    OK product. Terrible company to do business with. Avoid.
    Attractive, easy to use, with good G-Suite integration.
    Labyrinthian cancellation process with UI designed to lead users as far away from a successful cancellation as possible. No confirmations of cancellation in UI or emailed. No user viewable record of cancellation. I was billed for 10 months after I thought I cancelled. When I tried to login after noticing the charges, I was unable to even after attempting to reset my password (No user exists). I explained the situation to customer service and they reset my account and told me they weren't able to discuss refunds for the past 10 months until I processed another cancellation on my reset account. I did so and was billed AGAIN two days later. When I contact customer service, they said that per their policy, not only was that charge valid, but that I would be charged AGAIN next month before charges stopped. When I asked about a refund for the past 10 months, they said that I should have cancelled and when I said that I did, they said prove it. I told them that their system does not generate cancellation emails and they said that per company policy, they would provide no refunds without proof of cancellation. PROOF THAT DOESNT EXIST BECAUSE THERE IS NO RECORD OF CANCELLATION EMAILED TO YOU OR AVAILABLE IN THE APP.

  • Michael C.CEO
    Review
    5.0

    Our small business has been a Copper client for the last 2-3 years and we have been incredibly happy with the Copper CRM product and the team that supports it. As our business grows, so do our CRM needs. Copper has been able to fulfill each of these needs as they arise, often from regular updates on their product roadmap. It's almost like Copper has been "inside our head" and developed exactly what we needed prior to us asking. @TeamCopper - Great job listening to your clients in the community and actually developing your product to suit our needs. This is what encouraged us to sign a 5-year agreement with you!
    Eat your heart out, Salesforce. Copper just packed your lunch! If you are looking for a robust CRM/ lead management/ marketing suite that has all the lipstick but WITHOUT the Dev cost of Salesforce et al, then you need to try Copper. We did. And we couldn't be happier. Just try it. You won't regret it.
    Full functionality within Google Workspace plug-in (Gmail, Calendar). Ability to pull a list view of Opportunities, Leads, etc and update individual records without leaving the screen (HUGE time-saver).
    Import function needs work in the area of duplicate management and add/ overwrite tags. Third-party integration with Zapier makes this seamless but can add unnecessary expenses.

  • Jonathan D.CEO
    Review
    5.0

    If you want a good solid system, inexpensive, that is distributed amongst free google functions get it. We looked at a lot of crms and pick this one.
    We are a small two-person firm needing a simple crm to manage our clients. Prosperworks/Copper works for us. We can enter companies and people and attach notes. We have installed it under a Google G Suite account so we use Gmail for mail, Google calendar, Google contacts and Google Drive. P/C integrates with all of these and works fine. Updates in the crm propagate to gmail and contacts. It also logs emails under the right person. P/C has a facility for Tasks (which we don't really use - it is a bit lunky) , Leads and Opportunities which we don't use so we can't comment on them. Since you are not using a big crm it is very inexpensive yet gives us everything we need.
    Some obvious things which I assume will be fixed soon. No Birthdays. Its default is to sort by first name! It would be nice if changes to Google Contacts would propagate back to P/C but if you are using the crm then not really an issue. Also it would be nice if it logged phone calls and DocuSign stuff for free but I think you can get that through paid add-ins.