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Informazioni su Copper
Con Copper e Google puoi concentrarti sulle relazioni anziché sui record. L'unico CRM creato per e utilizzato/consigliato da Google.
I like the simplicity of how it is laid out. It was easy to customize to some of my company's unique requirements.
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.
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Alternative considerate:
Good, well-balanced small business CRM
Aspetti positivi:
Copper is feature-rich and did everything we wanted it to do to manage sales at a relatively large website. We used Copper to manage leads, convert them to opportunities, track payments, and fulfill our clients' orders. We also set up integrations with Slack and Google Forms, which made it much easier for clients to reach out and for us to track progress and discuss projects in a single tool (Slack).
Aspetti negativi:
Pricing could be more competitive, but compared to Salesforce, it's probably not bad at all.
Copper is so much better vs other CRMs: better UI, controls, and pricing!
Commenti: Overall, I enjoy Copper much more than many of the other CRMs. In addition to the typical CRM features and functions, it performs better and faster. Although there are less features available (for my package), Copper serves my purpose for the team moment.
Aspetti positivi:
- Great UI -- faster, easier, and better real estate - Great pricing for the small business owners - Propagate info when converting leads to clients - Ability to add custom fields (Very important for our industry!) - Ease of creating automation of tasks, emails, and workflow - Tasks are integrated into our calendar enforcing front-of-mind & completion - Control access by teams and individuals (critical for our contract basis model) - Create webforms/widget to generate Leads directly onto the system. (But must have your own website)
Aspetti negativi:
- Does not allow you to create custom reports without higher package - Does not have ability to see if client has opened the email. It only log emails related to the contact. - Does not have built-in mass email and tracking
Happy with Copper
Commenti: Very helpful. Easy to use everyday. Saves paperwork
Aspetti positivi:
The simplicity of the program overall. Easy to use.
Aspetti negativi:
Getting set up was a little tricky. Thanks to [sensitive content hidden] we managed to get it done
Good Platform Interface But Needs Improvement
Commenti: Overall, it has potential but needs work. They are adding features, but some of them should have been there from day 1
Aspetti positivi:
Love the user interface and the addition of features like automated emails recently
Aspetti negativi:
Seems to fall behind in functionality compared to industry leaders like Salesforce
Great CRM!
Commenti: Makes my job so much easier! I can keep track of everything that needs done for each file. Good audit system for all processes!
Aspetti positivi:
So easy to use! Love the automatic tasks to remind me to get things done!
Aspetti negativi:
A lead/contact can be added multiple times. Would be nice if there would be a trigger that the lead already exists and is assigned to someone else.
Alternative considerate:
Easy to use with Gmail
Commenti: Support has been great. Very little need for them as nothing has broken... not one single time! They seem to be building based off of their customer requests and growing thoughtfully. We are confident in our choice to go with them.
Aspetti positivi:
Easy, clean integration with Gmail. Fast. Collaborative features are great for teamwork.
Aspetti negativi:
No folders for email templates. Full sync with MailChimp can get costly quickly as the tiers jump you quickly up if your email audience is decently sized.
Pipeline let's go
Commenti: Overall experience it's positive. Of course there are more features that I need to explore. I will do that when I upgrade my version.
Aspetti positivi:
You have a great user design and it's super easy to get things done.
Aspetti negativi:
Pipeline. I think there a lot of things to improve there. I don't if I make a comment on the company pipeline that comment does not appear on the company profile as well.
Risposta di Copper
5 mesi fa
Hi Rodolfo, thank you for your review! I've submitted your feedback about Pipeline comments to our product team for future consideration. If you have any other feedback, let our team know via chat support. Jessica at Copper
Easy/Organized CRM
Commenti: Overall experience using Copper is good. Easy to use and organize data. Filtering is great. Ability to customize the pipeline for opportunities is nice. Gmail integration is great. Exporting tools are very useful.
Aspetti positivi:
Organization and Clarity. Easy to understand and the filtering system is very efficient.
Aspetti negativi:
Chat bot. Difficult to get in touch with an actual person on the phone.
Thank you Copper!
Commenti: Overall, I've been really appreciating having Copper around. It's extremely useful for organizing the hundreds of projects I oversee so whenever I have a call with this person or that person, I'm not scrambling to remember the details.
Aspetti positivi:
I like the UI design, the sorting features, the categorical colouring, and the consolidation of information/files. I also like that list item selections persist even after interacting with items, unlike classic spreadsheets like Excel and Sheets.
Aspetti negativi:
I hesitate to filter my lists because it feels sort of irreversible to an extent. I know it's not, but the act of going into the filter menu, changing pre-existing filters, and then pressing "update filter" *feels* hard to reverse. Subconsciously, I feel like if I changed my filter, I'm afraid of forgetting what it used to look like. I end up just sorting my column of interest alphabetically/numerically and then scrolling down the sorted list to the keyword I wanted to focus on. It would be cool if the filtering UX was a little less "daunting." I hope that makes sense!
Copper Review 12/4
Commenti: Overall it works well for what we need it but it can be a little bit lacking in some departments
Aspetti positivi:
The most use we get out of copper is the ability to track conversation and email threads relating to projects.
Aspetti negativi:
There seems to be some holes in analyzing data. Not the easiest thing to do. I also with you could send out weekly reports that show each individual project changes.
Disappointed on many fronts
Commenti: 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.
Aspetti positivi:
I liked the ability to do customized reporting, gsuite integrations and overall customization of the CRM.
Aspetti negativi:
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.
Risposta di Copper
5 anni fa
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.
Exceptional Experience with Copper CRM!
Commenti: I've had a great experience with Copper. Their support team is helpful and always strives to find the best solutions
Aspetti positivi:
I like Copper because it integrates seamlessly with Google Workspace. It's user-friendly, quick to set up, and automates repetitive tasks and workflows. Additionally, fields and reports are easily customizable.
Aspetti negativi:
One limitation is that not all fields can be included in reports. This can be frustrating for users who need comprehensive reporting capabilities, as it restricts the ability to analyze and gain insights from all available data. Users might have to find workarounds or use additional tools to obtain the full scope of their data analysis needs.
Easy to use
Aspetti positivi:
Without a doubt, Copper is the greatest. Despite being simple to use and easy for the team to embrace, it has a lot of power below.
Aspetti negativi:
Records that are inadvertently erased cannot be retrieved. If you unintentionally erase all of your contacts without performing a manual backup, that's bad.
Best CRM I’ve come across!
Commenti: Overall I think it’s very user friendly and I love that the app is also very convenient to use. Helps it’s stay organized on the go as well. It also very rarely crashes. I would say it has crashed twice in the 4+ years I’ve been using it.
Aspetti positivi:
I love that we are able to track everything related to a specific client. Every email, text, phone calls, task, state a case is in, etc. You can also make calls straight from the mobile copper app! So convenient. The administrator is able to customize the contacts to include what is necessary for their type of business. It also shows when some created a task, assigned a task, completed it.
Aspetti negativi:
The only issue I can complain about is not about Copper itself but about the extension I have installed to chrome. I love that I can sync/relate emails to copper contacts so that all correspondence related to a contact shows up on that individuals copper—especially since we receive emails from courts, prosecutors, etc. and it’s helpful to sort the emails to the correct contact in copper. My main complaint is that once you “relate” an email to copper, you can’t unrelate it. Since we have hundreds of active cases at a time and we receive hundreds of emails daily, it’s easy to accidentally relate it to the wrong person. The only fix I’ve found is that you can delete the email in the copper contact feed (it does not delete it from Gmail) but it does leave a block in the feed that says “this email was deleted” which of course doesn’t look good. Really wish there was a way to unrelate emails altogether.
Copper CRM review
Commenti: Pleased so far but they need to put more into development of features
Aspetti positivi:
It's cost effective and much cheaper than the alternatives
Aspetti negativi:
The livechat feature isn't live. It takes a few hours to get a response

I have Increasing my efficiency and business organization
Commenti: Automating tasks has greatly improved my efficiency and I am able to set up custom reminders and workflows to ensure that no sales opportunity is missed with this I have been able to stay organized and not miss any important opportunity.
Aspetti positivi:
What I like the most about this platform is that it has an incredible integration with Google applications. As a business that uses Google Workspace for our daily operations, having a CRM that automatically syncs with Gmail and other Google tools is really a huge benefit and that's why I don't have to worry about manually entering every interaction with my customers as with this platform I can automatically record all emails, meetings and tasks in the corresponding contact.
Aspetti negativi:
While the system offers a wide variety of pre-defined reports and data export, I would like the ability to customize the reports a lot more to my needs and while I can get the essential information I need, sometimes I would like more customization options and Flexibility in data presentation.
Alternative considerate:
Copper Review
Commenti: It does the trick and is a good value for the product.
Aspetti positivi:
It integrates nicely with GSuite. It's also very customizable.
Aspetti negativi:
Copper APIs could use some improvement. Their APIs are sometimes clunky, takes a bit of trial and error to figure out, and difficult to build on top of compared to similar tools.

An excellent tool to optimize opportunity management and strengthen customer relationships.
Commenti: It's great, it's given me an easy and efficient way to manage my sales opportunities and strengthen relationships with my clients.
Aspetti positivi:
I really like it because I don't have to spend time entering data or doing tedious administrative tasks.
Aspetti negativi:
It would be great to have the ability to customize and create detailed reports based on our business criteria and metrics.

Easy-to-use CRM
Commenti: Copper works amazingly well for small & mid-size business organizations using Google Workplace, Gmail & other Google apps.It is a strong CRM solution which is simple & logical to use. Recording & accessing sales data is largely simplified with Copper. You get the freedom to integrate extensions/ add-ons from different vendors/ customers & log sales data in one place. The interface is easy-to understand and use, Copper offers a handy sidebar to search for tasks, track emails, business opportunities, prospective leads and companies.
Aspetti positivi:
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.
Aspetti negativi:
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.
Hooked in by Gmail integration, Pushed Away by Lack of Features
Commenti: The icing on the cake for us with Copper (which had an easier to remember name when it was called Prosperworks), was that we decided to cancel and reached out about ending our contract. Since we did it after the end of the 2nd year of our contract, we were now committed for a 3rd year. We had to remember to do so a month in advance of the end of our 1 year. Now, anyone who is in SaaS knows that this is insane. This is a self-setup system (I may have spoken to a person once). The only reason to do this is to take advantage of your customers. This is a terrible practice and I wish we had never made the mistake of engaging with them.
Aspetti positivi:
We embraced Copper even though it was a little pricey for a small business and required us to commit to a year. Our main reason for using it is that everyone in the company has to at some points be a salesperson and we thought that a tool built for Gmail would be the best option.
Aspetti negativi:
When we started to seriously use the software for more than big contracts and started to reach out to a lot of prospects, the holes in the system were glaring. There are a ton of small things that just drove us crazy. We ended with tons of duplicates. To eliminate them you have to export to Excel, etc. Not fun and not realistic. Any mistakes during data imports caused all sorts of data problems. There is no automating of drip email campaigns. The navigation is so confusing. We spent a lot of time figuring out where we clicked to get to a particular screen and how to replicate it. I found myself being super careful to do the exact same thing every time because it shows leads, contacts, accounts and opportunities in an alternating left-right fashion that is just confusing. The absolute biggest is that there are no reports that give you any insights into how your email is performing, which is odd because they've written blog posts on the importance of doing so. All you can see is a running list of who opened your email or didn't. It is like looking at a terminal window for error messages.
Risposta di Copper
5 anni fa
Hi Timothy, thanks for the thorough review. We're very sorry about the experience you've had with our team in the past, and we're doing everything we can to make things right. We understand Emilia from our team reached out and was able to connect with you to better understand where we could better improve and address the hurdles you've run into. We're happy to hear the lines of communication were open and extend that offer to you beyond Emilia's initial outreach. Thanks again.
Alternative considerate:
Copper for Small Business
Commenti: I like Copper, it is easy to use and integrated with Gmail. Cloud base allows use any place in the world. Accounts and analysts (people who do nothing but watch what I do) love looking at my copper but hate putting information in system.
Aspetti positivi:
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.
Aspetti negativi:
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.
A great CRM for a small to mid-sized company
Commenti: Copper has been a great experience overall. Their Customer Success Managers are the most helpful, prompt and friendly people whenever there's a hiccup with Copper. The price per user is a bit expensive
Aspetti positivi:
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.
Aspetti negativi:
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.
Extremely Limited
Commenti:
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
Aspetti positivi:
Interface is OK but needs improvement. The app was convenient, but needs a better dashboard.
Aspetti negativi:
High cost, lack of customization and features. Have to submit tickets for any help. Lack of training videos.
Excellent management for Sales Teams!
Commenti: 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.
Aspetti positivi:
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.
Aspetti negativi:
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!
Congrats Copper! You are now officially the worst customer service!!! Great job being a FAILURE!!!!
Commenti: 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!!!!
Aspetti positivi:
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.........
Aspetti negativi:
Which dumb-ass executive wakes up one day and takes away customer service!!! Are you that ignorant that you believe your bot works????
Risposta di Copper
2 anni fa
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