What do you like best?
I like the ability to work through my gmail account. The Copper Ad-Ons are very useful. When inputting a new email address Copper automatically adds in useful contact information for me. Sales pipelines are very straightforward. You can move along your sales pipeline and can make a pass down to the next user with ease.
Being able to filter through our leads by tags, dates, owned by, and other filters has helped to stay organized for where exactly a lead stands in our process.
What do you dislike?
When highlighting someone's email address in my gmail account it will automatically pull them up in Copper as a "Person" instead of a "Lead" which at times can slow down the workflow.
Recommendations to others considering the product:
I recommend using all the tutorials available as Copper has made it easy to find tutorials while you are working inside of the software.
Find out exactly which programs integrate with Copper that your company uses. We use both Slack and Gmail and Copper integrates well with both.
Use of tags to organize your leads, companies, and persons has been very beneficial for our company.
What problems are you solving with the product? What benefits have you realized?
As a company we are able to organize our database of contacts and easily filter through them to find exactly what we are looking for when targeting sales.
Being able to integrate Copper with Google programs as well as many others has made it really simple to organize workflow. It does take a little time to learn how each program speaks with one another but once you've figured it out it is very helpful.