Copper

4.4 (591)
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El único CRM recomendado para Google

Calificación general

4.4 /5
(591)
Relación calidad-precio
4.1/5
Funciones
4.1/5
Facilidad de uso
4.5/5
Asistencia al cliente
4.3/5

88%
Un ha recomendado esta aplicación
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Reseñas de 591

Luis Manuel
Luis Manuel
Calificación general
  • Sector: Servicios para el consumidor
  • Tamaño de la empresa: 51-200 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Copper nos ahorra tiempo

Revisado el 17/6/2020

La apropiacion de la herramienta en el equipo de trabajo nos permitido entender los datos comerciale...

La apropiacion de la herramienta en el equipo de trabajo nos permitido entender los datos comerciales que a su vez nos permitio mejorar las ventas

Puntos a favor

La integracion con Gsuite nos ahorra tiempo teniendo todo en un sola pantalla nos permite actualizar el CRM mientras trabajamos en el correo electrónico

Puntos en contra

Lo que mas me gusta es lo simple de la herramienta pero es super robusta

Alternativas consideradas

Salesforce Sales Cloud

Razones para elegir Copper

NO tenia soporte ni acompanamieto

Software anterior

Microsoft Power BI

Razones para cambiar a Copper

El tiempo y los costos de implementacion y fue la principal opccion y la integracion con Gsuite
Alirio Rubén
Alirio Rubén
Calificación general
  • Tamaño de la empresa: 51-200 empleados
  • Software usado A diario durante 6-12 meses
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

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

Revisado el 14/7/2018

I work in a service company that offers hardware and software solutions with hundreds of clients in...

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.

Puntos a favor

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.

Puntos en contra

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.

Usuario verificado
Calificación general
  • Sector: Materiales de construcción
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Probabilidad de recomendación 8.0 /10

I really like Copper

Revisado el 12/8/2021

For us it all hinges on Opportunity tracking - which we modified into a "start-to-finish/inquiry-to-...

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.

Puntos a favor

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.

Puntos en contra

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

Alternativas consideradas

Zoho CRM, Insightly y HubSpot CRM

Razones para cambiar a Copper

It was the best UI, Google integrated, flexible one of what we looked at.
Bronwyn
Calificación general
  • Sector: Construcción
  • Tamaño de la empresa: 51-200 empleados
  • Software usado A diario durante 1-5 meses
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 2.0 /10

Copper Has Failed

Revisado el 3/9/2019

A CRM is a great thing, but Copper has not delivered! The software is unreliable, the customer...

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.

Puntos a favor

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

Puntos en contra

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.

Respuesta de 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.

Allison
Calificación general
  • Sector: Tecnología y servicios de la información
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante Más de un año
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 8.0 /10

Copper - CRM

Revisado el 6/10/2020

Overall, a very good CRM. It has all the functionality and tools I need to manage the sales process.

Overall, a very good CRM. It has all the functionality and tools I need to manage the sales process.

Puntos a favor

Copper is a solid CRM with lots of features to help handle your sales funnel from start to finish.
You can sort/filter and run lists, export lists, and manage tracking of interactions, schedule follow ups and keep track of emails.

Puntos en contra

There are a few key features on Copper that are not intuitive/user friendly. It's not that they are difficult, but features could be better marked and highlighted as to how to do certain things on the platform. I wish it had better tracking to manage a sales team.

Richard
Calificación general
  • Sector: Marketing y publicidad
  • Tamaño de la empresa: 11-50 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Facilidad de uso
  • Probabilidad de recomendación 10.0 /10

Copper CRM is Way Better than other CRM software I've tried -- and I've tried many.

Revisado el 11/8/2021

With me now using Copper CRM, I've found that I can make about 20% more connections during a day...

With me now using Copper CRM, I've found that I can make about 20% more connections during a day because the software is so logically laid out and easy to use. It keeps all the information I need right where it would logically be located. So Copper has saved me time and made me more productive -- and it surprised me.

Puntos a favor

Copper is well designed, and very easy to use. It is logical and well laid out. I've tested 7 other products before Copper and they all were too cumbersome and hard to run.

Puntos en contra

I don't like having to retype the same address information into the program for a "Person" who I am Adding to a Company that already has that address information in it. There should be a pop-up that asks "Use same address as "Company Name?"

Dave
Dave
Calificación general
  • Sector: Formación profesional y coaching
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 2.0 /10

Easy onboarding, extremely tight integration with GSuite, but complete fail on email tracking

Revisado el 10/11/2020

Happy with the tight and transparent integration with GSuite, but cancelled due to the failure of...

Happy with the tight and transparent integration with GSuite, but cancelled due to the failure of email tracking.

Puntos a favor

We bought Copper (previously Prosperworks) to get CRM integrated with GSuite. Copper excels here: using the Chrome extension, you get transparent integration of Copper contact and activity tracking into GSuite, which works especially well with small teams. You can set up your own sales funnels, forecasting and project tracking, and everyone can see all the activity they are authorized for.

Puntos en contra

We wanted email tracking. While Copper offers rudimentary and amateurish tracking, they have completely abandoned the feature, despite continuing to describe it on their site. Worse, the feature is getting worse over time, which points to an out-of-control development process. For a more complete exploration, check this thread:

[SENSITIVE CONTENT HIDDEN]

We canceled after 3 years due to this issue.

Alternativas consideradas

Salesforce Sales Cloud

Razones para cambiar a Copper

We had Copper up and running within minutes. Salesforce didn't call back for two days.
Madeline
Calificación general
  • Sector: Software informático
  • Tamaño de la empresa: 11-50 empleados
  • Software usado Semanalmente durante 6-12 meses
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

A lifesaver for small companies!

Revisado el 20/2/2020

I highly recommend Copper to companies who are looking to spend less time organizing touchpoints...

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.

Puntos a favor

- 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

Puntos en contra

- 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)

Respuesta de Copper

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

Usuario verificado
Calificación general
  • Sector: Gestión de organizaciones sin ánimo de lucro
  • Tamaño de la empresa: 11-50 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 8.0 /10

Cool Copper

Revisado el 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...

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

Puntos a favor

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.

Puntos en contra

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

Alternativas consideradas

Zoho CRM

Razones para cambiar a Copper

Its ability to integrate with Google products.

Respuesta de 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
Calificación general
  • Sector: Servicios para el consumidor
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante Más de un año
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Simple, Powerful Start-up CRM

Revisado el 3/2/2022

We use copper as a CRM tool, a pipelining tool for fundraising, an ATS (applicant tracking system)...

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.

Puntos a favor

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.

Puntos en contra

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.

Razones para cambiar a Copper

Seamless integration, accessible price, reliable product.
Terry
Calificación general
  • Sector: Internet
  • Tamaño de la empresa: Trabajador autónomo
  • Software usado A diario durante Más de un año
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 8.0 /10

easy to use, decent value

Revisado el 2/2/2022

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

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

Puntos a favor

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

Puntos en contra

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.

Janna
Calificación general
  • Sector: Arte y artesanía
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante Más de un año
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 8.0 /10

Copper is helping me keep track of my customers

Revisado el 2/4/2020

Overall it has been helpful to keep track of my contacts. I wish that there were more features for...

Overall it has been helpful to keep track of my contacts. I wish that there were more features for the lower price point, like marketing and email features.

Puntos a favor

I like that it syncs to my Gmail and automatically goes back through 1 year of communication to add all those emails to my connections with my contacts. The Gmail extension makes it super easy to add new contacts to my CRM and keep track of our conversations. It also makes it easy to keep track of leads and opportunities and what stage they are at. The Task function is nice how it adds to-do items to my calendar and sends me reminders. That is helpful so I don't forget to do things daily.

Puntos en contra

It's pretty expensive for only one user and many of the best features of it are only available for the higher pay level. Also, it's doable to use from Gmail on a phone but not easy. I wish the app extension worked better.

Alternativas consideradas

Salesforce Sales Cloud y HubSpot CRM

Razones para elegir Copper

Mailchimp was really just my email list and I couldn't use it as a proper CRM to keep track of leads and projects, etc.

Software anterior

Mailchimp

Razones para cambiar a Copper

Syncing to gmail automatically.
Phil
Calificación general
  • Sector: Producción de alimentos
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 8.0 /10

Sales for Organic Maple Syrup

Revisado el 11/8/2021

Great tool for the price and for a team.

Great tool for the price and for a team.

Puntos a favor

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

Puntos en contra

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.

Alternativas consideradas

HubSpot Marketing Hub y Insightly

Razones para elegir Copper

Copper (Prosperworks) is much better.

Software anterior

Results

Razones para cambiar a Copper

Better team integration. Better Gmail intergration.
Nathan
Nathan
Calificación general
  • Sector: Marketing y publicidad
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante Más de un año
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 0.0 /10

OK product. TERRIBLE customer service. DECEPTIVE cancellation policy

Revisado el 5/2/2021

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

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

Puntos a favor

Attractive, easy to use, with good G-Suite integration.

Puntos en contra

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.

Respuesta de Copper

Thank you for taking the time to submit a review. As a result of your feedback here and on other sites, and as a result of similar feedback from others, we have taken significant steps to improve as follows:

1. We hired a new VP of Customer Success, who took this problem on immediately.
2. He instituted 3 additional renewal email reminders: 90 days, 45 days, and 30 days before renewal
3. 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
4. We adjust the renewal period not to start until we have confirmation that the account owner has been notified.
5. We rewrote our terms of service to make our policies more clear
6. We worked with support to provide clearer instructions on how to cancel an account.
7. We 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.

Roger
Calificación general
  • Sector: Mercados de capitales
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 0.0 /10

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

Revisado el 14/10/2022

I have emailed and used the customer service bot on the website over 20 times since July to ask a...

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!!!!

Puntos a favor

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.........

Puntos en contra

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

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

Respuesta de 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

Drew
Drew
Calificación general
  • Sector: Seguros
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 8.0 /10

Great CRM for Gmail Users

Revisado el 17/9/2019

Great company with an excellent support team always available. Offer monthly training and update...

Great company with an excellent support team always available. Offer monthly training and update webinars as well.

Puntos a favor

Love this CRM as it integrates easily with Gmail. Good ways to customize the pipelines and customer management options.

Puntos en contra

Does take some time to set everything up and need to add on a few features to have it customize the way you want.

Alternativas consideradas

Salesforce Sales Cloud

Razones para elegir Copper

Company was growing and needed a better CRM

Software anterior

Freshdesk

Razones para cambiar a Copper

Gmail integration and cost.

Respuesta de Copper

Thank you for the kind words, Drew. Taking into consideration your cons for the product and see how we can work to make it better. Thanks again!

Robyn
Calificación general
  • Sector: Propiedad inmobiliaria
  • Tamaño de la empresa: 51-200 empleados
  • Software usado A diario durante 1-5 meses
  • Fuente de la reseña

Calificación general

  • Facilidad de uso
  • Probabilidad de recomendación 1.0 /10

Prosperworks CRM

Revisado el 3/10/2016

There was confusion from the beginning as to who my main point of contact was to get started. I had...

There was confusion from the beginning as to who my main point of contact was to get started. I had an initial person, then interacted with two others. None were able to assist with questions about merging my domain name email with my gmail account. The CRM software specifically caters to gmail users. That was fine as I had set up my domain name email to send/receive via my gmail account. None of the support persons were able to advise or confirm if Prosperworks would still work with my domain email via gmail. I was instructed by one of them that I would need to also subscribe to the paid Google for Business service. From the onset I was asked and confirmed I was only interested in the level. As I'm a new agent in Real Estate, and I would be the sole user, I did not need, nor could afford the bells and whistles. One of the key selling points was the ability to track and see when my emails were opened. At no point in my various conversations with 3 different consultants was I told that this feature was only available at the price point. It was only after I had installed the software and inquired about the missing feature that I was told I wasn't eligible. Also, the ongoing question about the integration of my domain name email address was never satisfied. After playing around with the app, importing contacts and setting up both my gmail and domain name email in the app during the free trial period, I discovered that I would need to pay for an additional account for the "second email" even though it was me the same person. My take-away was that I would need to pay for each additional subscriber. When compared to others like Hub Spot, this is simply a bad deal. At no point during the onboarding process was this explained until I was ready to confirm payment/my own personal email issues. I was told a supervisor who would be more knowledgable would be in touch. It was around a week later I heard from a supervisor. By then I had moved on. I informed her that I had discovered HubSpot and would be using that as my CRM moving forward. HubSpot is free and also comes with the feature to track opened emails. The supervisor told me that HubSpot was NOT a CRM. It is. So, in the end I would not recommend Prosperworks. It seems this app is too new and the support team is lacking in knowledge. At the basic level of it's not worth it when compared to others that offer the majority of the same features for free.

Puntos a favor

useful if you use gmail exclusively.

Puntos en contra

lack of knowledgable support team.
too expensive when compared to other CRMs

Andrea
Calificación general
  • Sector: Gestión de organizaciones sin ánimo de lucro
  • Tamaño de la empresa: 11-50 empleados
  • Software usado A diario durante 6-12 meses
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 6.0 /10

Everything I need for success in one platform

Revisado el 11/8/2021

At first the learning curve with Copper CRM was difficult especially since I had been trained in...

At first the learning curve with Copper CRM was difficult especially since I had been trained in other softwares. The video tutorials were a great help! At this time and after the learning curve I am very happy with my overall experience with Copper. I use it daily and enjoy how I can personalize the features to suit my sales and relationship management needs.

Puntos a favor

There are a few features in which I like most about the Copper CRM software. Firstly, the opportunities pipeline feature. This is a great tool in following the journey of prospective members and new members. When moving throughout stages of the platform intergrations allow for tasks to be automated with intergrations to Gmail. Which leads me to my next favourite feature which is the Gmail intergration and Zapier intergrations. This allows for my workflow to become much easier, built-in interaction tracking, and more. The email templates are a huge plus too!

Puntos en contra

It was previously the dashboard, but the recent upgrade which allows for a customizable dashboard is a wonderful added value.

Razones para cambiar a Copper

Intergrations, automations, and price.
Duane
Duane
Calificación general
  • Software usado A diario durante Más de un año
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente

This is the best CRM for a small business I have ever used

Revisado el 26/4/2018

Puntos a favor

Ease of use, Flexibility, Multi Businesses can be operated from the same database. This system is easy to customize and automate. I like that it can be automated to other programs I use using Zapier or direct links to the software through API. It is also most useful because it integrates well with Gmail. Training team members is easy and straightforward. Their support tools make bring new people onto the system effortless. Each channel of sales can have it's own steps process to complete a sale. You can do reports by each Channel.

Puntos en contra

Support tickets take too long to process. Rather than just provide an answer to your request, the system contacts you to make sure you still have the question open and then you must refresh the ticket. Seems to be a glitch in their Zhen Dest process. Because I am in China doing some work, I find this most irritating. I cannot seem to get them to fix this problem. I wrote a letter to the president of the company after he wrote me wanting to know my opinion of the system but he never answered. The company is growing quickly and that is good but sometimes it also causes delays in getting the little things fixed. Over all though, I give the company a 5 start rating for effort, design, support and usefulness.

Usuario verificado
Calificación general
  • Sector: Telecomunicaciones
  • Tamaño de la empresa: 11-50 empleados
  • Software usado A diario durante 1-5 meses
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Probabilidad de recomendación 8.0 /10

A Must for Business!

Revisado el 19/7/2018

The overall experience has been great! The training is very good and ProsperWorks makes a genuine...

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!

Puntos a favor

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.

Puntos en contra

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.

Usuario verificado
Calificación general
  • Sector: Medios online
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante Más de un año
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 0.0 /10

OK but Deceptive Contract/Billing Terms

Revisado el 12/8/2020

Overall experience was OK until we needed more robust marketing automation, which Copper just...

Overall experience was OK until we needed more robust marketing automation, which Copper just couldn't do. Our biggest issue was with their deceptive and poorly worded TOS. They try to require you to cancel 30 days IN ADVANCE of the renewal date, but send no notification of that at that point, nor do the poorly written terms clearly state that. We attempted to cancel prior to the renewal date and were told it was too late. Find me another SaaS product that attempts to require 30-day advance notice of cancellation. Extremely poor customer service in this respect. They are not to be trusted and we would never recommend Copper to anyone.

Puntos a favor

The GMail integration provided an effective way to manage and track interactions

Puntos en contra

There is virtually not internal reporting functionality or ability to drill down within the available reports to understand what's happening.

Alternativas consideradas

Pipedrive

Razones para cambiar a Copper

GMail Integration
Jonathan
Calificación general
  • Sector: Consultoría de gestión
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante Más de un año
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 8.0 /10

Small business owner review of Copper/Prosperworks after using it one year

Revisado el 24/1/2019

In general we like it. It does the basics, database of people and companies with contact info,...

In general we like it. It does the basics, database of people and companies with contact info, notes, email tracking, bulk email sending. As I said we don't use the sales bits or the pipeline functionality (pipelines are tasks made up of a series of steps which can be assigned). We just use it as a basic CRM. It works with Google Contacts, GMail and Calendar so you become a Google baby. You do have to pay for G Suite, it allows you to use your own domain and emails which is fine. We looked at a lot of CRMs (both free and expensive) and found this worked very well for the price. They still lack a few odd little things though, no birthdays (although you can do that through Google Contacts + Calendar) and it default sort people by their first names. We upgraded to the medium version so we could add lots of user columns to people. Two thumbs up.

Puntos a favor

Relatively inexpensive.
Straight forward to use.
Customer support is excellent.
It has extensions to a good pool of add-ons.
It uses pre-existing things like Google Calendar rather than re-inventing them.

Puntos en contra

It sits on Google's G Suite so you have to buy that also.
It has extensions to things you have to pay for (versus free ones).
Has some quirks (below).
Has a lot of sales stuff (projections, staff etc) we do not need.

Remco
Remco
Calificación general
  • Sector: Marketing y publicidad
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 9.0 /10

Copper: The CRM tool for Google G Suite users

Revisado el 29/9/2020

Lead management with a dashboard instead of searching in my mailbox for important mails.

Lead management with a dashboard instead of searching in my mailbox for important mails.

Puntos a favor

The seamless integration with Google G Suite makes this tool a terrific CRM tool. Now that Copper also has add a Project Management tool makes it even more beautiful.

Puntos en contra

I don't know any cons for Copper. I don't have any negative experiences so far for this Google G Suite CRM tool.

Jonathan
Calificación general
  • Sector: Consultoría de gestión
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante 6-12 meses
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 9.0 /10

Satisfied although they need to evolve a bit more

Revisado el 22/7/2018

If you want a good solid system, inexpensive, that is distributed amongst free google functions get...

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.

Puntos a favor

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.

Puntos en contra

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.

Dallas
Calificación general
  • Sector: Marketing y publicidad
  • Tamaño de la empresa: 11-50 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Excellent management for Sales Teams!

Revisado el 11/8/2021

My overall experience with Copper has been great. I've transitioned from customer success to sales...

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.

Puntos a favor

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.

Puntos en contra

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!