Copper

4.4 (567)
The CRM designed for Google Workspace

Overall rating

4.4 /5
(567)
Value for Money
4.1/5
Features
4.1/5
Ease of Use
4.4/5
Customer Support
4.3/5

88%
recommended this app
Sort by

567 Reviews

Alirio Rubén
Overall rating
  • Company size: 51–200 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

I work with hundreds of clients in LATAM. Prosperwork is a great support to manage my company.

Reviewed on 14/07/2018

I work in a service company that offers hardware and software solutions with hundreds of clients in LATAM. Prosperwork is a fundamental support for the management of our company, it allows us to follow up on the objectives set, measure deviations, marketing actions and contact with our customers.

Pros

Prosperwork is a CRM, which works in the cloud, which allows improving the sales management of any company. Among the most brilliant features is the complete merger with the Google Suite, but that articulation does not stop there, it also has the option of integrating with other web tools such as MailChimp, on cloud solution for handling email marketing campaigns, which makes an essential support tool for the work of our marketing department.

It also offers synchronization with Dropbox, which makes it easy to transfer information through the tool.

Due to being a solution on cloud, you can follow up, in real time, the work of the sales department. Contributing to the making of early decisions, avoiding the deviation from the goal proposed by our board.

Cons

We are very satisfied with the solution presented by this software, to the point of not having found ourselves before anything we want to do and can not do it in the tool.

Although it is intuitive, it can be a bit confusing to use in the first few changes. Then, everything flows with a lot of precision and speed. The main reason for this situation is the large number of options and configurations that can be made in Prosperwork.

Madeline
Overall rating
  • Industry: Computer Software
  • Company size: 11–50 Employees
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

A lifesaver for small companies!

Reviewed on 20/02/2020

I highly recommend Copper to companies who are looking to spend less time organizing touchpoints and more time doing the actual work at hand. Copper makes customer tracking and communications simple and has been a pleasure to work with.

Pros

- Couldn't be easier to implement (went live same day)
- Automatically gathers contact information for quick reference and reporting
- Easy-to-design email templates, scheduling, pipeline creation

Cons

- Logging in sometimes takes a few tries
- Chrome extension sometimes does not automatically login (deters use)
- More clear-cut pipeline design for product adoption (could be more customizability for business needs)

Response from Copper

Loving all the gold stars, Madeline! Thank you for the feedback.

Roger
Overall rating
  • Industry: Capital Markets
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 0.0 /10

Congrats Copper! You are now officially the worst customer service!!! Great job being a...

Reviewed on 14/10/2022

I have emailed and used the customer service bot on the website over 20 times since July to ask a basic question. 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 1990’s and it was not possible to have customer service as dumb as theirs until Copper came along!!!!

Pros

Google Integration is what I liked the most!
I used to love proper works then it became Copper.

Taking away customer service is a major Blunder!!!!

Don't do business with copper unless you have plenty of time to waste hours of your life and cost you and your business tons of money in wasted production time.........

Cons

Which dumb-ass executive wakes up one day and takes away customer service!!!

Are you that ignorant that you believe your bot works????

Response from Copper

Hi Roger,

Thank you for taking the time to share your feedback. We're sorry to hear you've had this frustrating experience, and will review our processes to ensure they deliver better support for our customers. I've shared your information with the customer support team and they will reach out directly to hopefully resolve this issue.

Wishing you all the best,
Melanie at Copper

Verified Reviewer
Overall rating
  • Industry: Nonprofit Organization Management
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Cool Copper

Reviewed on 20/10/2019

I set up all of my meetings and have all of my business and many of my personal contacts set up in Copper.

Pros

Copper tracks activity well and ability to make it a custom application for my use is helpful. I also like that it integrates with Gmail our company's email platform.

Cons

A bit expensive. No ability to attach files to emails sent within the system. Files can be attached if using Gmail.

Alternatives Considered

Zoho CRM

Reasons for Switching to Copper

Its ability to integrate with Google products.

Response from Copper

Greatly appreciate the review! As for the con you've listed, we do have a feature on the horizon that will address that concern and positively impact Copper users in a big way.

Kayla
Overall rating
  • Industry: Consumer Services
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Simple, Powerful Start-up CRM

Reviewed on 03/02/2022

We use copper as a CRM tool, a pipelining tool for fundraising, an ATS (applicant tracking system) for hiring, and a task management system for customer support.

Pros

Copper is a fantastic CRM for startups leveraging Gmail that want seamless integration and an intuitive UI. Pricing is affordable in early plans, enabling startups to leverage Copper in their earliest days.

Cons

The brand needs a revamp – there are so many muted color, bland CRM tools. Copper *feels* like a fresher experience, and I wish their brand matched that new feeling.

Reasons for Switching to Copper

Seamless integration, accessible price, reliable product.
Terry
Overall rating
  • Industry: Internet
  • Company size: Self Employed
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

easy to use, decent value

Reviewed on 02/02/2022

Good. The support is good. I havent taken enough time to really understand how to maximize it.

Pros

Easy to get started. Easy to import. Easy to learn with good documentation.

Cons

Not being able to have an attachment to a group email. No SMS tracking. Appointment reminders are email. There has to be a better way. It is pretty expensive when you add in the cost of gSuite, per seat.

Kamatara
Overall rating
  • Industry: Nonprofit Organization Management
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Daily Use = Time Saved

Reviewed on 20/02/2020

Time management, task management, contact information, opportunity pipelines, email logs, project logs, contracts and calling management.

Pros

I love being able to read my teammates emails to our clients so when I speak to that client, I can see what was said or offered or attached. Then we are a united front in communication with no extra time spent.

Cons

I haven't experienced anything yet that I don't like.

Response from Copper

Love that you're saving a ton of time with Copper, Kamatara!

Phillip
Overall rating
  • Industry: Consumer Goods
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Great interface and easy to integrate with other software

Reviewed on 11/08/2021

Pros

The UI is very easy to use and I like the fact that it tracks emails and you can see when customers open the emails. I like that you can log notes and also that it integrates with PandaDoc and MailChimp.

Cons

I feel like the speed of the sync could be improved.

Alternatives Considered

Salesforce Sales Cloud and Method CRM

Reasons for Switching to Copper

Copper (at the time Prosperworks) synced with GSuite and had a friendly UI.
Alexis
Overall rating
  • Industry: Medical Devices
  • Company size: 51–200 Employees
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

A simple but efficient CRM

Reviewed on 02/02/2022

The customer experience is great, you can see that it is a priority for that vendor. They do follow-up regularly, but it is not annoying, they have real questions and real answers, and the support is top notch.

Pros

I was sold by the "built for Google" tagline, and it delivers. Copper is deeply integrated with Google Workspace and it makes several workflows so efficient, especially the integrations with email, calendar and drive.

Cons

There are no important downsides, really. The CRM is just effective. Some other products integrates nice bells and whistles, you won't find many in Copper... but do you need them?

Verified Reviewer
Overall rating
  • Industry: Education Management
  • Company size: 2–10 Employees
  • Used for Free Trial
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 5.0 /10

Intuitive software at a price

Reviewed on 14/04/2020

Copper was great to use. It has native integration with gmail which makes things easier (you can achieve the same function in other CRM's with only a few steps)

It's really nice to work in something that feels google but pricing was just out of the picture for us. Other alternatives like teamwave provide the same/more services for an overall price

Pros

Copper is really easy to use, especially for people new to CRMs and that use g suite/gmail constantly. It connects directly through your gmail and provides the same features as other robust CRMs

Cons

It's really expensive, especially for startups and there are better options out there for a lot cheaper. Great software, exclusive pricing

Alternatives Considered

TeamWave, Salesforce Sales Cloud and HubSpot CRM

Reasons for Choosing Copper

zoho is clunky and horrible. A huge range of software that you won't use or the functionality is horrible and its better to use other packages

Switched From

Zoho One

Reasons for Switching to Copper

Because of the native integration and discounts for social organisations. The native integration isn't necessary
Erik
Overall rating
  • Industry: Real Estate
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 1.0 /10

Disappointed on many fronts

Reviewed on 28/01/2020

I had high hopes when making the transition from Pipedrive to Copper. I was interested in custom reports and overall more customization of the product when compared to Pipedrive. The trial period went well with the software and the help from support in the transition, but ultimately we were pushed to commit to the paid account before we could test everything needed for our business. We paid the annual subscriptions for our team and ended up wanting to leave the CRM after about 6 months because the CRM wasn't meeting our needs after we worked with it for some time. When asking to cancel and refund the balance of payment not used they were unwilling to offer any refund, stating the contract says no refunds :( So we left with a bad taste in our mouths and overall disappointment with the software and support.

Pros

I liked the ability to do customized reporting, gsuite integrations and overall customization of the CRM.

Cons

The customer service was helpful to certain level. They helped us transition through the trial period in the software but ultimately I was pushed to commit to the product before we could fully test everything we needed.

The CRM is somewhat cluttered and the UI is a little too subtle. Specifically the opportunities pipeline and tasks due really don't come forward visually because the status color dots for upcoming task, ect are too small and the color contrast is too low. Pipedrive did a much better job at this quick visual communication for the user showing what might be overdue, coming due, etc.

Response from Copper

Hi Erik, sorry to hear that Copper wasn't able to meet your expectations and really appreciate your thoughtful feedback this helps us continue to develop our product and customer engagement motions to better serve you.

We're also sorry to hear that you had an issue with your account terms. We aim to offer flexible terms across our monthly and annual contracts, and adhere to standard SaaS contract terms to align with other software tools that our customers are leveraging.

We commit a high level of post-sale and ongoing Customer Success resources for our customers that make a commensurate, annual commitment to us.

To that end, we would love to continue working with you through the remainder of your contract to help you find value from Copper.

Phil
Overall rating
  • Industry: Food Production
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Sales for Organic Maple Syrup

Reviewed on 11/08/2021

Great tool for the price and for a team.

Pros

A very essential tool, pretty easy to use for Sales CRM.

Cons

Lots of features are not needed for the basic sale of a grocery product.
Would like to link a People of a Company to be the Companies Primary Contact. so there is only one entry for that in the Company.
Wish saved files could be viewed and not just downloaded.

Alternatives Considered

HubSpot Marketing Hub and Insightly

Reasons for Choosing Copper

Copper (Prosperworks) is much better.

Switched From

Results CRM

Reasons for Switching to Copper

Better team integration. Better Gmail intergration.
Verified Reviewer
Overall rating
  • Industry: Building Materials
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Likelihood to recommend 8.0 /10

I really like Copper

Reviewed on 12/08/2021

For us it all hinges on Opportunity tracking - which we modified into a "start-to-finish/inquiry-to-money-collected" tracker. We don't use the project management or task management.

Pros

The Google integration and drag and drop pipelines/stages are what sold me. It didn't take long to learn and start modifying it for our activity/information needs. The mobile version is more than adequate and the whole UI is well done.

Like all good software, I'm sure there are features and shortcuts we don't use enough, but basically, it is more than suited for what we use it for; Customer information and job process tracking.

Cons

These cost more money - via upgrade; Mailchimp integration, adding many custom fields, and better than limited reporting. We run the Basic version.

Alternatives Considered

Zoho CRM, Insightly and HubSpot CRM

Reasons for Switching to Copper

It was the best UI, Google integrated, flexible one of what we looked at.
John
Overall rating
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 5.0 /10

Basic CRM

Reviewed on 09/10/2020

Overall experience was good until I knew I was paying more for less.

Pros

At that time I was looking for a CRM that integrates with G Suite at that time called Google Apps. This was the second CRM I tried.

Cons

You have to play a lof more for the better features that actually completes the CRM. After checking out other companies I realized after using it for more than a year that the CRM is lacking in features.

Alternatives Considered

Dynamics 365

Reasons for Choosing Copper

I stop using Office 365 and switched to Google Apps.

Switched From

Dynamics 365
Jesse
Overall rating
  • Industry: Construction
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Likelihood to recommend 6.0 /10

Convenient

Reviewed on 25/02/2020

Easy to work with and understand once you get into it. Works well for keeping a collection of information on projects in one organized location.

Pros

It was easy for multiple users to interface and access the same information either in the office or in the field.

Cons

We needed a software a little more robust that could working with our current systems and help with estimates.

Alternatives Considered

Buildertrend

Reasons for Switching to Copper

Price and flexibility. We ended up switching to Buildertrend after about a year though.

Response from Copper

Bummed we weren't able to be a part of your tech stack but appreciate the insightful feedback, Jesse.

Hope we can be a solution for you in the future!

Bob
Overall rating
  • Industry: Professional Training & Coaching
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Easy, Powerful CRM

Reviewed on 20/08/2021

If you are using Google Workspace, this is the simplest and most powerful way to manage your customers.

Pros

Copper lets me do everything within Chrome--creating contacts, opportunities and tasks; following up with leads; tracking projects; searching for all of the above. It has saved time, built efficiency, and boosted our revenue.

Cons

Customized fields aren't "smart." That is the only thing I can think of!

Bronwyn
Overall rating
  • Industry: Construction
  • Company size: 51–200 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 2.0 /10

Copper Has Failed

Reviewed on 03/09/2019

A CRM is a great thing, but Copper has not delivered! The software is unreliable, the customer service has fallen short. What we were promised is not what we have received. It is too bad, because I love a lot of the features.

Pros

It is easy to use, once you get the hang of it. Good customization. Phone App. Copper integrates with all things Google.

Cons

The Software isn't solid!
In a matter of 6 weeks the CRM has had 2 major malfunctions, called "bugs" according to Copper support staff.
1)People Records Malfunction - I am the admin of this software and the person responsible for uploading 28 years of Legacy Data (all of our customer records). In attempting to update some of the outdated contact info changing phone numbers and addresses, emails etc. which I populated into Copper from various spreadsheets, work order lists, Quick Book records, and email contact lists. The "People" records began to malfunction; phone numbers literally began jumping around. Example, I would open someone's customer's record and another customers number would populate, I would end up calling the wrong customer. Copper engineers have been "working" on this for a month, still no fix.
2.) Opportunity Pipeline Malfunction - Imports are mapping to the wrong Pipeline. I have hundreds of business opportunity records, Google sheet based spreadsheets, that I am attempting to import (bulk) thousands of cells of data to the CRM, despite properly mapping the import (correct methods on my part) this crucial business information imports to the wrong pipeline & tons of data is lost in the process. This is huge, if you can't import and map your customers spreadsheet records (bulk) you have to hand enter each record. What should take 5 mins will take days/weeks/months! This has been going on for over a week now, and no one at Copper seems to care.

Response from Copper

Thank you for the honest review, Bronwyn. This is beyond helpful and we'll be taking your feedback to the team and look into improving where we were unable to provide a stellar user experience for you.

Mark
Overall rating
  • Industry: Information Technology & Services
  • Company size: 51–200 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Likelihood to recommend 9.0 /10

Copper, formerly ProsperWorks - Great tool for G Suite/Google Apps Users

Reviewed on 12/08/2018

Pros

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.

Cons

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 .

Jake
Overall rating
  • Industry: Health, Wellness & Fitness
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Finally, a CRM a sales guy can live with

Reviewed on 13/08/2020

This is the easiest to use most intuitive CRM system that I have ever worked with in the 25+ year career. I especially like the automatic integration with GSuite (gmail & calendar). I like the user interface and workflow to move opportunities through the sales process. The online support team have been great to work with and seem quite knowledgeable about the product.

Pros

I like the simplicity of how it is laid out. It was easy to customize to some of my company's unique requirements. Because it automatically syncs to my email and calendar, it eliminates hours of typical data entry that I have been frustrated with other systems. The integration with Linkedin is also a nice feature when I am entering leads.

Cons

There are a few advanced features that I wish were available at the basic level. Otherwise, the product is too expensive at higher levels.

Verified Reviewer
Overall rating
  • Industry: Telecommunications
  • Company size: 11–50 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Likelihood to recommend 8.0 /10

A Must for Business!

Reviewed on 19/07/2018

The overall experience has been great! The training is very good and ProsperWorks makes a genuine effort to properly onboard their clients unlike some software companies that want to sign you up and then leave you on your own. At a bare minimum, ProsperWorks raises an awareness of where every opportunity is in the sales process for the rep and the manager, leading to more customer touches. When properly used, it's truly a tool to increase sales and provide guidance and structure for a sales person throughout their day. And it can be accessed from anywhere!

Pros

I like the robust feature set that ProsperWorks CRM offers. The ability for the application to "scrape" emails from the interactions with each client is a big plus, too. It's relatively easy-to-use for early to mid adopters and the learning curve for a deployment is minor assuming most the people in the organization are somewhat savvy with web-based applications. I'm a manager of an outside sales environment so the amount of administrative control and the ability to assign roles to specific reps is helpful. I can set it up where each rep sees their own activity and not the activity of others. The app version of the software for iOS and Android is awesome as well. Very robust. You can enter info on the fly using your smart phone and it's all waiting for you when you open your laptop! It's a must for anyone doing territory sales.

Cons

The biggest negative to me is the fact that when ProsperWorks tries to scrape the actual contact data, it's incomplete or inaccurate and needs to be completed or fixed. Any other complaint is relatively minor and can probably be overcome with some more training. Also, my company uses the enterprise version of Quickbooks and apparently, ProsperWorks only integrates with the web-based version. It would be nice if that option would be made available in the future.

david
Overall rating
  • Industry: Human Resources
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 0.0 /10

i wish i never paid for this product

Reviewed on 18/02/2020

this is a half done crm
they are good at selling but support is terrible

Pros

it works well with gmail, that is about all

Cons

set up help- non existent
customer support- chat only, they take a long time to respond
no way to communicate with team through copper
they suggested we set up a slack account, but then did not know how to integrate
this is just a shitty crm

Response from Copper

Hi David,

Thanks for the feedback. We're really sorry to hear about your experience. We have a few suggested ways you can communicate with your team within Copper:

1. Our Slack integration
2. @ mentions

While we don't have a live chat you can use in Copper, we have found those two options can be very helpful.

We'd love to hear more of your feedback and have reached out to you directly if you're open to chatting more.

Basil
Overall rating
  • Industry: Consumer Services
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Exceptional! I tried every major platform (plus a few minor ones) over a year and chose...

Reviewed on 09/05/2018

Most importantly, this platform has dramatically increased our ability to effectively and easily pursue sales leads longer and better than we were able to do previously. This has translated into more sales. Sales is what it's all about.

Pros

Most platforms are either too simplistic or WAY too complicated (think SalesForce). Prosperworks is lives in the Goldilocks zone of "just right". We are a medium size company that cannot afford a full time CRM engineer, so perhaps my decision would be different under these circumstances. But I have had nothing but a great experience with using ProsperWorks. Also, it's highly intuitive and the architecture is designed such that you do not have to click through things to get to other things. From nearly any point in the platform you can create entries or access the information you need. This saves a lot of time over the course of the day.

Cons

My complaints are small and business-specific. The issues I have are unique to our business model. The good thing is that the engineers at PW have been able to create customized programming and workarounds to solve most of our problems.

Dallas
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Excellent management for Sales Teams!

Reviewed on 11/08/2021

My overall experience with Copper has been great. I've transitioned from customer success to sales over the past few years with Copper and the insight I have at my fingertips is so valuable. I wouldn't be able to keep up with all my leads and customer relationships without it.

Pros

Copper is very user friendly, and easy to implement across different levels of experience for teams. Once you're set up, the CRM gives full insight and transparency to what's going on with my leads at every stage of their lifecycle. I couldn't manage all my leads at scale this easily without Copper.

Cons

At first I wasn't a big fan of the reports I had available (maybe personal preference here), but it has been recently overhauled and I am enjoying them now. Reports give me the data insight at a glance that our team needs for meetings. That tells me they are always keeping an eye on big impact updates!

Jonathan
Overall rating
  • Industry: Management Consulting
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Satisfied although they need to evolve a bit more

Reviewed on 22/07/2018

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.

Pros

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.

Cons

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.

James
Overall rating
  • Industry: Mining & Metals
  • Company size: 11–50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Review

Reviewed on 21/02/2020

Been a useful business tool

Pros

The way I am able to view my opportunity pipeline

Cons

cant take time stamps of daily values and export

Response from Copper

Thanks for the review, James.