Copper Erfahrungen

Vorteile

It works as a plug-in for Gmail. That sounds odd at first, but it actually works great assuming most of your sales activity happens by email - because you can add contacts, companies and opportunities (and access all email history with those contacts) with just a few clicks.

Nachteile

The sidebar takes up too much space when working on a laptop with a small screen (so I turn it off).

In Betracht gezogene Alternativen

Pipedrive

Warum Copper gewählt wurde

Recommendation of a friend.

Zuvor genutzte Software

Trello

Gründe für den Wechsel zu Copper

Gmail integration

Vorteile

Copper has helped our company tremendously in regarding to time spent updating our CRM systems. We use to have to add all emails to the system, Copper automatically adds all the emails which has cut down on our administration time dramatically. It will also pull contact information for the internet, which also helps cut down time so the time can be spent elsewhere. Another favorite feature is being able to view the contact file in gmail when an email from that specific person comes in.

Nachteile

We wish that when adding notes into copper, there was more flexibility in regards to changing the color of the font or being able to highlight something within the note. Also, sometimes we have an individual in the system with more than one company but Copper doesn't allow you to add duplicate emails to multiple files.

In Betracht gezogene Alternativen

Salesforce Sales Cloud

Warum Copper gewählt wurde

If you have ever used ACT, you will understand why.

Zuvor genutzte Software

Act!

Vorteile

The best feature of Copper is that it adapts the look & feel of Google apps. Being a regular user of Google Workplace & Gmail, it has resolved many of our concerns. Copper integrates directly into Gmail so we don't have to leave our inbox every time to seek its access. This helps us in saving time and getting more work done. Additionally, Copper is highly incremental in organizing data with least time and effort. It offers an excellent import feature for the mass upload of our client data not just from MS Excel but also from the other platforms like Salesforce & LinkedIn. Copper serves as a personal assistant for suggesting potential leads.

Nachteile

Copper goes dysfunctional at times while working with the Google apps. Importing data from other sources is a tedious and time-taking task all together. Loading time lags and search errors are frequent. Sometimes, extracting the relevant data is irksome via filters and it tends to impede our reporting process in the organization.

Vorteile

What I like is the idea. This should be a great software. But the key features it lacks and the DISMAL support team make it not worth the money.

Nachteile

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.

Vorteile

I like that we can access the software via mobile device and easily navigate. We have an option to customize contact type, details or information as needed. We can filter our leads and track them in a pipeline. We even have an option to export our data and easily track them in a sheet. The UI is very friendly and easy to use.

Nachteile

Setting up drip campaigns, sequence emails can be quite difficult for beginners. At first, the integrations confused me but the customer support representatives are very attentive and helpful.

In Betracht gezogene Alternativen

Zoho CRM, Pipedrive und HubSpot CRM

Vorteile

It is very user friendly, loads quickly and can be used on the go. I love that there’s an app that works smoothly on my iPhone and iPad. This makes us super easy to work on the go or to be able to access info when away from the office. I also love the copper extension that allows me to see if my clients have opened up our emails (it lists each date and time it was opened)

Nachteile

The only issue I have is that the Copper extension (not the software itself) sometimes marks an email as being read if I open it to link it to an opportunity. Not a big deal, I can usually rule out the “read” notification right after the email was sent because I know it was me. Any other reads are ones our customers triggered when they opened the email.
I also wish that the mobile app allowed you to view the customers numbers without having to select the “phone” or “call” option.

Vorteile

Our company uses the Google Suite of apps so integration with our current setup was extremely easy. We had a single implementation person assigned to our account and she was extremely helpful and responsive. Also the customization options were very useful.

Nachteile

The canned reports were not useful to us. We had to build our own through Google Analytics. However the Copper team have recently been upgrading their reports, with the ability to create custom reports now. It's much better.

In Betracht gezogene Alternativen

Dynamics 365

Gründe für den Wechsel zu Copper

The integration with Google is what sold it to us.

Vorteile

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.

Nachteile

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?"

Vorteile

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.

Nachteile

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.

Vorteile

Easy to set up and use, great UI. The tight integration with Gmail is really the killer feature for us.

Nachteile

If you accidentally delete records they cannot be recovered. Not good if you accidentally delete all your contacts and have not done a manual back up ..

Vorteile

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

Nachteile

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

Vorteile

As a booking agent and as an artist manager, the 2 things that I enjoy the most with Copper are the Task Manager and the Contact List features.

It goes without saying that the contact list manager is a very powerful tool. It is easy to use: whether you just want to browse through the contacts, uplaod/add new clients or even if you need to find a "needle in a haystack". All the filters that you can apply in a research are super helpful!

The task Manager is also one of the main feature that I use on a daily basis. I find it super easy and convinient to set up remainders and follow ups. It is also very useful when it comes down to dedicate tasks to colleagues (without having to talk to them, because you can be very clear using the "details" section).

Nachteile

I think probably the biggest issue I have with Copper is that we are all francophones at Doze Agency. Because the version of the software we are using is in English, we sometimes have problems with some "list management". We sometimes have to use some special caracters in French (for exemple: "é", "è", "à", etc.). Maybe a French version of the software is not an option, but a cool feature would be that the software could associate special caracters like "é" to the letter "e" or a caracter like "à" to the letter "a". I know it may sound strange to some, and I don't know to what extent there are other french speaking users of the software, but it would defenitely be a great plus!

Vorteile

1. Organizes leads, people, and anything for sales.
2. sends reminder emails about presentation or phone call.
3. cloud based, can be done anywhere
4. Task managment
5. easy input with enough infomration on clients. Sometimes find info on leads online.

Nachteile

1. Can't same attachments for emails.
2. Does not integrate with LinkedIn (App for LinkedIn mixing is terrible).
3. Not enough time to use because focoused on other things for small busines.

In Betracht gezogene Alternativen

Salesforce Sales Cloud

Warum Copper gewählt wurde

IT person at company wanted to switch.

Zuvor genutzte Software

QuickBooks Time

Vorteile

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

Nachteile

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

In Betracht gezogene Alternativen

Salesforce Sales Cloud

Warum Copper gewählt wurde

Company was growing and needed a better CRM

Zuvor genutzte Software

Freshdesk

Gründe für den Wechsel zu Copper

Gmail integration and cost.

Vorteile

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.

Nachteile

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.

Vorteile

What I like most about Copper is its built-in connectivity to all things Google. Auto-logging calendared events, easily adding files to records from our Google Drive, using the Copper add-on to easily push data out to Google Sheets and then Google Data Studio...it's great.

Nachteile

I believe Copper needs to focus on tightening up existing features before rolling out new features to compete with other platforms. There's a delicate balance between building new things and maintaining what already exists and I feel that sometimes their focus is too dedicated towards building new.

Vorteile

The flexibility the software offers through customization and its automated workflows make both your job as an admin, and your everyday user's lives so much easier. It's also so incredibly easy to learn even on the higher technical end it isn't challenging.

Nachteile

A number of the support articles are very outdated, especially in regards to the various integrations you can make, but reaching out to support usually fixes this.

In Betracht gezogene Alternativen

Zoho CRM und Salesforce Sales Cloud

Warum Copper gewählt wurde

The old program was just not cutting it. It wasn't mobile-friendly or as customizable as Copper.

Gründe für den Wechsel zu Copper

Customization, ease of use, and price

Vorteile

I like that I (theoretically) can see emails that were sent to a client even if I was not included, it makes it more helpful when I am trying to find information, or figure out what the status of a client is. The automated tasks are useful if you do them right.

Nachteile

It is constantly syncing and if you are a fast typer it will delete what you have written while it was syncing sometimes. That is incredibly frustrating. It's also not a totally intuitive system, it is obviously still in its early stages and therefore a little clunky. Also, if you are not an admin you have basically no power to add things that you might need in a sort of random situation. I have to go to my admin all the time to add things that I need, and maybe it is only for one client, but I need that field or option or automated task and I am not allowed to add it myself. You are unable to view more than one client in the small side bar of an "opportunity", and you are unable to see their names when just looking at the opportunity. Also the terms that they use are very salesy, and not very customizable or people oriented. The customization of how you view things also seems very limited. I like being able to view all my contacts by last name, that isn't really easily possible with this. It's just an adjustment but it would be a lot better for me if it was not something that I had to adjust to. It is web hosted so if you are not somewhere with wifi or data you can't access anything.

Vorteile

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

Nachteile

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

In Betracht gezogene Alternativen

Pipedrive

Gründe für den Wechsel zu Copper

GMail Integration

Vorteile

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.

Nachteile

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.

Vorteile

Copper was easy to use and get started with. It was great having it as a way to manage accounts and coordinate across my team and major step up from our previous tool.

Nachteile

Customer service was not good. Lots of minor feature additions would've made a big impact, but we also didn't get much support so many we just weren't optimizing the product.

Vorteile

Without Copper i would be loosing so much hair, that i would be bald of the amount of stress consumption i get to account all my Leads & Opportunities.

Nachteile

nothing

Vorteile

I love that I can integrate with google and a lot of other 3rd part apps.
Also having the cell phone app is key

Nachteile

I have not run into a lot of issues using copper

In Betracht gezogene Alternativen

Zoho CRM

Warum Copper gewählt wurde

not integrable with he new 3rd parry apps we started to use and the cost

Gründe für den Wechsel zu Copper

pricing and functions

Vorteile

If Google is your email service then Copper is the best CRM System.

Nachteile

Tagging cross contacts. I have investors and borrowers, and the ability to take what my investor says on the file and cross it over to the borrower's file would be nine.

In Betracht gezogene Alternativen

Salesforce Sales Cloud

Gründe für den Wechsel zu Copper

Cost at the time

Vorteile

At the entry-level it is fairly affordable and had decent basic functionality. If a single user or small team has limited knowledge or need for in-depth information and dashboards it provides insight into just the essentials.

Nachteile

As you start to need a few users/seats, Copper quickly becomes about the same cost as a more powerful CRM like HubSpot, which provides a good free version as a starting point.
The functionality is very limited and doesn't provide much use beyond sales, meaning that extra logins for leadership to view and not use are not included so you would have to add additional paid seats or share credentials. This typically results in asking questions instead of a quick login and review of key metrics.
The reporting and dashboard view is also quite limited and you have to keep upgrading plans to access what should be standard features. This is what now puts you at a price point the same as HubSpot but you're left with a sub-par CRM and no cross-over or cross-functionality in the platform with marketing/service