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Updated on: August 19, 2022

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Copper (ProsperWorks CRM)

Official Website Richly featured tool for CRM

(1,401 Ratings) Write Review

What is Copper (ProsperWorks CRM) and how does it work?

A productivity tool that comes equipped with several sales features like online CRM, real estate CRM, healthcare CRM, sales forecasting, sales enablement etc. The software is integrated with calendar, docs, google sheets, Gmail, slides, and inbox. It is easy to use and receive a notification every time someone goes through your email. The software offers enterprise-level security and automates the data entry process. Actionable insight is provided with pipeline reports for driving sales.

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Copper (ProsperWorks CRM) Features Show All Features

CRM Features

Quotes (Proposals)Quotation or a proposal is one which establishes a contractual relationship. A quotation is a supplier`s response to a request by a prospective customer - one legal entity offers a contract to another. The supplier is legally bound to the conditions of his quotation.
List ManagementList management is a series of procedures for gathering information about subscribers, analyzing their activities, ensuring the validity of their email addresses, cleaning an email list of inactive users, and so on. These steps assist companies in maintaining a healthy email list, which is essential for email marketing success.
Customer SupportCustomer support is a service provided to help customers resolve any technical problems that they may have with a product or service.
Marketing AutomationMarketing automation refers to software frameworks and technologies that help marketing departments and companies market more efficiently across multiple channels online while also automating tedious tasks. Marketing automation assists you in identifying potential buyers and automating the process of cultivating those leads to the point that they are ready to be sold to. It automates behaviors that bring customers to the point where they can be approached directly by the sales team with the goal of closing a deal and beginning a long-term partnership, and the data it collects can help you decide which marketing tactics to use.
Referral TrackingReferral tracking means collecting data across the entire referral process; from a customer registering to become a referrer, to them sharing a referral link or code with their friend, to that friend following that link or using that code to become a customer, or taking any other action that has value to you, like downloading an app — and everything in between.
Project ManagementProject management is the use of procedures, strategies, expertise, knowledge, and experience to meet particular project goals within agreed-upon guidelines while adhering to project approval requirements. Final deliverables are limited by a finite timeframe and budget in project management.
Lead ScoringLead scoring is a methodology used by sales and marketing departments to rank leads, or prospective customers by assigning values to them based on their behaviour relating to products or services.
Product CatalogA product catalog is a type of marketing collateral that lists essential product details that help buyers make a purchase decision. These details include product features, descriptions, dimensions, price, weight, availability, color, customer reviews, and more.
Call LoggingCall logging/recording aids in the management and analysis of the sales calls. It may also allow you to make, receive, record, redirect, and assign ownership to calls, as well as serve as a call logger to ensure that missed calls are never forgotten again. Call logging gives you a better understanding of what's going on with your sales calls.
Contact ManagementThe process of storing, organizing, and monitoring information about your clients, prospects, and sales leads is known as contact management. In its most simple form, an address book or an Excel or Google spreadsheet with entries for all of the people with whom you do business can be used to handle your contact details. Many companies, on the other hand, prefer to use advanced contact management software. This is particularly useful if you have a large number of contacts to keep track of or several people who need access to the information.

Copper (ProsperWorks CRM) Technical details

Support	24/7 (Live rep) Online	Customer Type	Large Enterprises Medium Business Small Business
API		Location / Phone Number	San Francisco, California
Deployment	SaaS/Web/Cloud Mobile - Android Mobile - iOS	Category	CRM Software

Copper (ProsperWorks CRM) Pricing

Pricing ModelFree Trial , Subscription

MONTHLY YEARLY

Basic

$25 /User/Month Billed Yearly

Features

Users: Maximum of 3 seats
Contacts (Leads + People): 2,500
Chrome Extension and Google Workspace Add-on
Calendar Sync + Meeting Scheduler
Google File Sync
Gmail Sync
Google Two-Way Contact Sync
Google Data Studio Integration
Contact Enrichment
Project Management
Multiple Pipelines
Team Collaboration
User Provisioning / Single Sign-On
Legacy Reports
Custom Fields: 10

Professional

$59 /User/Month Billed Yearly

Features

Includes features of Basic plan, plus
Users :No seat maximum
Contacts (Leads + People): 15,000
Workflow Automation
Bulk Email + Templates
DocuSign Integration
HubSpot Integration
MailChimp Integration
QuickBooks Integration
Slack Integration
Zendesk Integration
LinkedIn Integration*
Zapier Integration
Developer API

Business

$119 /User/Month Billed Yearly

Features

Includes features of Professional plan, plus
Users :No seat maximum
Contacts (Leads + People): Unlimited
Personalized Onboarding
Premium Support
Email Sequences & Drip Campaigns
Website Tracking & Lead Scoring
Lead Form Integrations
Wix Forms Integrations
WordPress Forms Integrations
Build Your Own Embedded Integrations

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Disclaimer: The pricing details were last updated on 06/01/2022 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Copper (ProsperWorks CRM) pricing.

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