Copper

El único CRM recomendado para Google

4.4 /5 (423 opiniones) ¡Escribe una reseña!

Información general sobre Copper

¿Qué es Copper?

ProsperWorks es una aplicación de gestión de relaciones con los clientes (CRM) que se integra completamente con las herramientas de G Suite que ya utiliza para ofrecer un intercambio de datos sin interrupciones entre estas aplicaciones. La integración de Gmail también te permite ver toda la información de contacto asociada con tus correos electrónicos directamente desde tu bandeja de entrada. Esto incluye los detalles básicos del contacto, como la empresa, el cargo y el número de teléfono, junto con todo el historial de interacción y los archivos y notas asociados.

ProsperWorks también te permite administrar contactos fuera de Gmail, ofreciéndole una vista completa del cliente desde la aplicación ProsperWorks. Estos perfiles de clientes se completan automáticamente con los datos rastreados desde la web, así como los archivos adjuntos extraídos de tus correos electrónicos. Los perfiles muestran todo tu historial de interacción, un registro de tus correos electrónicos y todos tus eventos de calendario pasados y venideros. También puedes hacer llamadas directamente desde estos perfiles usando un botón integrado de Google Hangouts.

Junto con la gestión de clientes, ProsperWorks también ofrece administración de oportunidades. Puedes ver una representación visual de todas tus oportunidades a través de proyectos de venta potenciales personalizables que admiten la edición de arrastrar y soltar. Puedes usar filtros personalizados para profundizar en la información. La aplicación te enviará alertas cuando las ofertas parecen estar obsoletas. ProsperWorks también ofrece un informe de progresión de proyectos de venta potenciales para ver cómo las ofertas están progresando de una semana a otra.

ProsperWorks ofrece administración de clientes potenciales Además de la gestión de clientes y oportunidades. Puedes importar clientes potenciales desde cualquiera de tus aplicaciones integradas y ver una lista de todos ellos con nombres, empresa, correo electrónico, teléfono, estado y propietario. Puedes usar esta función para asignar nuevos clientes potenciales y tareas a los miembros del equipo. La aplicación ofrece acciones sugeridas para tareas de seguimiento y puede utilizar la interacción con Google Hangout para realizar llamadas a clientes potenciales.

Información general sobre Copper

Precio

A partir de
USD 25.00/mes

Opciones de precios

Prueba gratis
Suscripción
Relación calidad-precio

Funciones de Copper

Dispositivos
Tamaño de la empresa
P M G
Disponible en los países siguientes
Estados Unidos, Canadá, Reino Unido, Australia
Idiomas admitidos
Inglés

Medios

Captura de pantalla de Copper: Captura de pantalla de Copper: Captura de pantalla de Copper: Captura de pantalla de Copper: Captura de pantalla de Copper:

Opiniones de Copper

Opiniones de Copper

Calificación general
4.4
/
5
Excelente
252

Muy bien
116

Normal
26

Pobre
16

Malo
13

Relación calidad-precio
4.1
Funciones
4.1
Facilidad de uso
4.5
Asistencia al cliente
4.3
87% Un ha recomendado esta aplicación
Luis manuel F.

Copper nos ahorra tiempo

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


Scott G.

The CRM for sales team on Gsuite

I've used a lot of CRMs, from Salesforce to Pipedrive. Copper is hands down the best. Easy to use, easy for the team to adopt but still very powerful under the hood.


Traducir con Google
Pressilla D.

Good for Start Ups

Using Copper was a great start when my business was just starting up. The features are good but basic. It's worth the value for the money. But as my business expanded I needed more features and integration that it did not offer.


Traducir con Google
Bob J.

Extremely Limited

Tried PW for my insurance biz. It was a total waste of time. It took 20+ hours to set up for my business and did very little to help organize contacts/meetings/notes as I required. Also needed to be able to filter/search for data.

Overall, it lacked customization.

Wanted to add custom fields like birthdates. This proved impossible, as the date field required input via pop up calendar, so you'd have to click through every month to get back to January 1 1965. I talked to their support people for a total of 3 hours and the conclusion of it all was "the software can't do that and we're not going to implement that unless a ton of people ask for it." That should have been a red flag because it just got worse.

Importing data is super annoying. If you have a google sheet you want to import, you have to download it as a CSV then re-upload it, and hope the fields match up. It also adds a bunch of tags to crap that makes a huge data mess you end up wasting hours to fix.

The dashboard is a total waste of space. There is no useful information. The People section is basically a glorified Excel spread sheet. When you export your data it grabs the fields, but leaves all of the activity notes behind, so you cannot back those

Custom filters are another massive failure. If you want to filter by X but exclude everyone who already has Y, it's impossible. I think an undergrad designed this system because it lacks advanced features severely.

If you want to set up a daily to-do queue, forget it. You might as well use paper checklist or a spreadsheet.

Another major problem is that it will pull info out of your google contacts and if you check the box for Sync with Contacts, it will completely destroy your hardwork in contacts. It deletes data out of fields, such as addresses and phone numbers. You have to pay for another software called Pieworks to fix that, but it's also terrible. A simple basic feature that should be included is not, and you have to pay yet another monthly sub for something really stupid that should be there.

It has an app for android, and it was convenient when out of the office. You can pull up the contact and if you just had a meeting with them, dictate the notes into logging a meeting. If you need to call them, just tap their phone number, and at the end of the call PW is already logging your call, just enter the notes about topics of discussion. However, the app needs improvement in terms of the dashboard, such as calendar and to do list like a call queue or other service tasks.

You have to submit tickets for every little thing. It's extremely annoying and waste of your time.

I decided to cancel this, pulled all of my data out of PW and set it up in a spreadsheet. PW is barely more than a spreadsheet with a pretty interface. It's not worth the money. You might as well use something free -- or spend the money and get a real CRM with all the features you really need.
They will not let you cancel. There is no place to remove your billing information or cancel your plan. You have to submit a ticket and hope they answer it, but more likely, they'll ignore it because they are a greedy company that ignores the requests users make on their website for changes.

They claim they are the CRM google uses, but that's not true. This is a very immature piece of software that cannot handle a serious business with specialized needs. They may have partnered with


Traducir con Google
Allison M.

Copper - CRM

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


Traducir con Google
Luis manuel F.
Sector: Servicios para el consumidor
Tamaño de la empresa: 51-200 empleados

Copper nos ahorra tiempo

Software usado A diario durante Más de dos años
Revisado el 17/6/2020
Fuente de la reseña: Capterra

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

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 10.0/10

Scott G.
Sector: Tecnología y servicios de la información
Tamaño de la empresa: 11-50 empleados
Traducir a español
Traducir a español

The CRM for sales team on Gsuite

Software usado A diario durante Más de dos años
Revisado el 1/7/2020
Fuente de la reseña: Capterra

I've used a lot of CRMs, from Salesforce to Pipedrive. Copper is hands down the best. Easy to use, easy for the team to adopt but still very powerful under the hood.

Puntos a favor

Automated data entry. Pre-populates a lot of my contacts data so adding new leads is a simple point and click.
The gmail integration is amazing. I can get a clear picture of my entire relationship from where I work - gmail.
Im really starting loving the workflow automations and cool calculated fields I can make now.

Puntos en contra

I'd like to see a better native integration with an email automation software

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 10.0/10

Pressilla D.
Sector: Seguros
Tamaño de la empresa: 2-10 empleados
Traducir a español
Traducir a español

Good for Start Ups

Software usado A diario durante 6-12 meses
Revisado el 28/11/2020
Fuente de la reseña: Capterra

Using Copper was a great start when my business was just starting up. The features are good but basic. It's worth the value for the money. But as my business expanded I needed more features and integration that it did not offer.

Puntos a favor

I used copper for over 6 months before switching to another CRM. It was fairly easy to use. It integrated nicely with G-suite and my task reminders were always on point. I was able to use the pipeline easily for tracking progress within deals and the managing the contacts was quite easy as well.

Puntos en contra

It didn't integrate with Facebook which was one of my main channels for advertising. It didn't integrate with my phone system which is probably the biggest reason that I switched to another CRM.

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 7.0/10

Bob J.
Sector: Seguros
Tamaño de la empresa: 11-50 empleados
Traducir a español
Traducir a español

Extremely Limited

Software usado A diario durante 1-5 meses
Revisado el 22/11/2016
Fuente de la reseña: SoftwareAdvice

Tried PW for my insurance biz. It was a total waste of time. It took 20+ hours to set up for my business and did very little to help organize contacts/meetings/notes as I required. Also needed to be able to filter/search for data.

Overall, it lacked customization.

Wanted to add custom fields like birthdates. This proved impossible, as the date field required input via pop up calendar, so you'd have to click through every month to get back to January 1 1965. I talked to their support people for a total of 3 hours and the conclusion of it all was "the software can't do that and we're not going to implement that unless a ton of people ask for it." That should have been a red flag because it just got worse.

Importing data is super annoying. If you have a google sheet you want to import, you have to download it as a CSV then re-upload it, and hope the fields match up. It also adds a bunch of tags to crap that makes a huge data mess you end up wasting hours to fix.

The dashboard is a total waste of space. There is no useful information. The People section is basically a glorified Excel spread sheet. When you export your data it grabs the fields, but leaves all of the activity notes behind, so you cannot back those

Custom filters are another massive failure. If you want to filter by X but exclude everyone who already has Y, it's impossible. I think an undergrad designed this system because it lacks advanced features severely.

If you want to set up a daily to-do queue, forget it. You might as well use paper checklist or a spreadsheet.

Another major problem is that it will pull info out of your google contacts and if you check the box for Sync with Contacts, it will completely destroy your hardwork in contacts. It deletes data out of fields, such as addresses and phone numbers. You have to pay for another software called Pieworks to fix that, but it's also terrible. A simple basic feature that should be included is not, and you have to pay yet another monthly sub for something really stupid that should be there.

It has an app for android, and it was convenient when out of the office. You can pull up the contact and if you just had a meeting with them, dictate the notes into logging a meeting. If you need to call them, just tap their phone number, and at the end of the call PW is already logging your call, just enter the notes about topics of discussion. However, the app needs improvement in terms of the dashboard, such as calendar and to do list like a call queue or other service tasks.

You have to submit tickets for every little thing. It's extremely annoying and waste of your time.

I decided to cancel this, pulled all of my data out of PW and set it up in a spreadsheet. PW is barely more than a spreadsheet with a pretty interface. It's not worth the money. You might as well use something free -- or spend the money and get a real CRM with all the features you really need.
They will not let you cancel. There is no place to remove your billing information or cancel your plan. You have to submit a ticket and hope they answer it, but more likely, they'll ignore it because they are a greedy company that ignores the requests users make on their website for changes.

They claim they are the CRM google uses, but that's not true. This is a very immature piece of software that cannot handle a serious business with specialized needs. They may have partnered with

Puntos a favor

Interface is OK but needs improvement. The app was convenient, but needs a better dashboard.

Puntos en contra

High cost, lack of customization and features. Have to submit tickets for any help. Lack of training videos.

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 0.0/10

Allison M.
Sector: Tecnología y servicios de la información
Tamaño de la empresa: 2-10 empleados
Traducir a español
Traducir a español

Copper - CRM

Software usado A diario durante Más de un año
Revisado el 6/10/2020
Fuente de la reseña: SoftwareAdvice

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.

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 8.0/10

Recomendación de usuario
8.4/10
Basado en 423 valoraciones de usuarios
Compara con las alternativas según las recomendaciones de los usuarios
Compara las alternativas

Precios de Copper

Precios de Copper

A partir de
USD 25.00/mes
Prueba gratis
Suscripción
Relación calidad-precio
Relación calidad-precio
4.1/5
Basado en 423 valoraciones de usuarios
Compara las alternativas según la relación calidad-precio
Compara las alternativas

Funciones de Copper

Funciones de Copper

API
Base de datos de clientes
Campos personalizables
Creación de informes personalizables
Creación de informes y estadísticas
Creación de marca personalizable
Datos en tiempo real
Encuestas y comentarios
Gestión de calendarios
Gestión de contactos
Importación y exportación de datos
Integración de correo electrónico
Integración de redes sociales
Integración de terceros
Modelos personalizables
Notificaciones automáticas
Pagos electrónicos
Panel de actividades
Recordatorios
Seguimiento de actividades
Funciones
4.1/5
Basado en 423 valoraciones de usuarios
Compara con las alternativas según la valoración de características
Compara las alternativas

Categorías

Preguntas frecuentes sobre Copper

Preguntas frecuentes sobre Copper

He aquí algunas preguntas frecuentes sobre Copper.

P. ¿Qué tipo de planes de precios ofrece Copper?

Copper ofrece los siguientes planes de precios:

A partir de: USD 25.00/mes

Modelo de precios: Suscripción

Prueba gratis: Disponible

P. ¿Cuáles son las características principales de Copper?

No tenemos información sobre las características de Copper

P. ¿Quiénes son los usuarios habituales de Copper?

Los clientes habituales de Copper son:

Empresas pequeñas, Empresas medianas

P. ¿Qué idiomas admite Copper?

Copper admite los siguientes idiomas:

Inglés

P. ¿Copper es compatible con dispositivos móviles?

Copper admite los siguientes dispositivos:

Android, iPhone, iPad

P. ¿Con qué otras aplicaciones se integra Copper?

Copper se integra con las siguientes aplicaciones:

Built.io Flow, Campaign Monitor, Grow, Klipfolio, Mailchimp, PandaDoc, PieSync, Slack, Tray.io, Workato

P. ¿Qué tipo de asistencia ofrece Copper?

Copper ofrece las siguientes opciones de asistencia:

Asistencia en línea, Preguntas frecuentes, Foro, Base de conocimientos, Tutoriales en vídeo, Asistencia telefónica