Copper (ProsperWorks CRM)

Simplicity of use and how is synced with the Gmail app in one site

Sometimes the app experience is not as same as browser.

All our sales goals are being tracked

The seamless integration with google's gsuite is the most useful feature, hands down. Not having to transcribe data, track communications and otherwise link systems manually is a huge timesaver. The ability to quickly and seamlessly book meetings with customers is also a feature we love. The reporting is great and the ability to export data that can then become part of financial reporting is also hugely important.

One thing I dislike is not being able to share views or reports easily with colleagues who do not have accounts - we have 3 power users but 20 more people who might want to check in occasionally to see how sales are doing - there's no easy to do that without sharing screens. One other thing - when assigning revenue to won projects, it would be nice to be able to assign a revenue recognition period to more closely align with accounting procedures for exported data vs recognizing all revenue on the day of closing a sale.

Keeping track of a growing list of potential and active customers, tracking progress against goals for lead creation and sales. Making sure we follow up in a timely fashion. Booking customer meetings easily.

How you canmake your own different filters for clients, tasks, adn anything else you need to keep track of.

Nothing to be honest, everything that you have is more than enough.

We have different pipelines for our different bussines. One big benefit is the fact that you can many differents tasks in different poeple so you never forget.

Using it day-in and day-out as I work in my Gmail account.

I have to use a second CRM for incoming/outgoing automation

Opportunities allows me to keep track of leads that would otherwise get lost and/or forgotten. Once it's in the system, I can ignore them OR pay attention to them. But I can not forget them.

How easy and intuitive it is.I've used and sold many CRMs and I feel that Copper is the best!

I haven't found anything I don't like yet. The platform is very flexible and allows me to do what I want and customize it for anything I need.

I conduct demos all day of our sales SaaS. Any time I am speaking to a prospect that is evaluating CRMs, I highly recommend Copper as an option.

Copper allows me to add contacts to my CRM with a simple click of a button. I love the insight I gain from the tight integration to Gsuite and visibility into all historical activity with a prospect/client. It's great for team collaboration as I clearly see interactions with my other department within the contact's profile.

easy to management my sales team and east to use

for now we are happy with copper is easy to use and monitor our leads

Price vs Quality is a excellent tool

monitor apúrate potencial Leeds and to do a correct follow up

I really enjoy Copper's seamless integration with the Google Suite. It helps me see all my Copper activity without having to leave my inbox. Further, I can add new Leads very easily.

I would probably benefit from having an easier migration experience from older tools.

I was struggling to have a place to track all my active Leads, The ability to create different views is extremely useful and has helped me to close sales

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.

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.

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.

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.

Seamless integration with Google G-Suite apps (Gmail, Drive, etc.) and Zapier allows us to create powerful and timesaving business automation.

Would like to see the Social Media web scraping updated to modern social media platform (like Instagram) and the removal of defunct platforms (like Google+, Klout, etc.). Would also like to see some click-saving in various parts of the UI (like adding related files from Google Drive).

Workflow management and automation of prospective and current clients. For example, using Zapier we have completely automated the sending and receiving of DocuSign deal contracts.

Copper has an excellent integration with Google Suite tools that we have and even with social networks that we use, we have been able to take advantage of the features that Copper offers to increase the performance of our project management and optimize our workflow and CRM in the most orderly way.

I can't think of anything I don't like about this tool, it has met our expectations by far.

Copper is perfect for all types of organizations, I certainly recommend it, as I also recommend having the Google Suite tools to further improve the user experience.

Copper as a CRM solution for our company has helped us manage in a more orderly and complete way our projects and improve the workflow within our collaborative environment, its integrations with Google tools such as Gmail has been quite beneficial and has meant an invaluable time saving, which has been beneficial.