Copper Reviews & Product Details

The best part is the full integration with google GPLUS o GMAIL + the easy way to amend and adapt the CRM to our own needs.

The APP must be upgraded still a few bugs and unfriendly. Not a big deal.

working with the team has never been so easy.

Pipeline visuals easy - all connected with clients / companies / opportunities / etc.

Can't go back and group batch old events to transfer names

Customer management, opportunity tracking, business development

All the option and easy to use interface

for now nothing but i would like to have an option to execute a plan or a to do list with a oportunities. i would like to be able to send a notification to a teammate in a lead or opportinities

better team communication

It integrates well with GMAIL allowing to see who has opened my emails.

It's fantastic software for keeping track of multiple clients.

Being able to filter people and leads has been valuable.

I really like the layout of copper and all the functionalities with extensions like aircall for instance. Also a great benefit is the chance to put in several tags to filter leads in categories ( seller, country, etc)

WHat i really dislike is the fact that there is no possibility to put companies in relation. There is no chance to create a parent account and attach al companies which belong to this parent account/company.

Convertion from leads to companies and opportunities is really simple and easy to handle. I also appreciate the simplicity of opportunity dashoboards to see everything on first sight

The ability to customize the platform - we use this for an events venue, and the customizable fields make this worthwhile for us! It's super user-friendly as well. It was a daunting task getting the entire team on board to utilize ANY system, so the fact that this platform is intuitive and easy to use, understand, and learn was a huge benefit. I also love that as an administrator you can keep track of what your team is doing throughout the day with the activity log - you can see how many phone calls or emails users send to clients a day!

The automation tasks could be improved slightly - they aren't super robust, and having experience with automation tools in the past, there are a lot more capabilities I was looking to have included here. However, something is better than nothing! So I'm a fan of what they offer. The downside is that you can easily see how behind you are getting on tasks and workflow - but that's really an added benefit. I wish the "close date" and the "value" for each opportunity was a bit more customizable. We don't really use those, so it's tricky for us.

We used to keep track of client information with email, and paper records. This platform is significantly more scaleable as the company and the team grows, and we are able to keep track of clients that made a single phone call a year ago!

Ease of use. Makes it simple to add contacts and opportunities to a custom sales workflow

I don't know. Maybe having tasks in Copper integrate with Google tasks would be great.

Keeping better track of my sales pipeline.

I love the daily morning updates of what I have on my schedule for that day, including meetings and tasks that are due.

I don't love the default view of Copper in my email. It is a bit intrusive, and I have to deselect it each time I open my email.

I have always had a hard time keeping track of the items in my calendar for the day. The electronic reminders never worked that well for me. But with Copper, reminders come to me as an email, and I love it. That works for me so much better. I am finally staying on top of my TODO list!

The integration with google suite and how easy it is to pull information to our CRM; the ability for it to be very customized with just a few clicks is also very refreshing after having been through both a Zoho and Salesforce implementation in the past.

I work in M&A - so we have sliding scale free structures (which are a little difficult from an automation and pipleine perspective) and we work off of percentages on large deals. As an example - we may work off of a 7.25% commission on a $10M deal. The main numeric fields require a whole number percentage or only two decimals for standard numbers - so anyway we slice it - we cannot calculate or track from these critical pieces.

Organization, streamlining communication - and keeping everything tied to a transaction organized. We were also tracking our over 30 engagements on this very wonky spreadsheet. Having an easy to update, shared common space for our key engagements is going to be HUGE. No more weird sorts and updates to this crap spreadsheet!

Copper integrates directly with GSuite, so every single email, contact, and calendar event is automatically tracked. I also love the tasks feature. Copper has a Chrome extension, so it's literally by my side every step of the way. Copper also has built-in automated integrations, and it also works with Zapier, so there are all sorts of creative integrations that can be created. It is also great to be able to add custom fields, so I can add things like mortgage maturity date, property values, etc. You can also add custom categories for tasks, so the possibilities are endless.

I don't like not being able to see a months' view of how many tasks I have scheduled each day. That would be an amazing feature. Also, I don't like that you can't add more than 1 email address to Leads. There's not much we dislike, it's just more of a wish list. Perhaps the only thing that doesn't seem to work is the email open tracker. When we send an email, Copper is supposed to tell us when the recipient opens the email. However, we noticed that when we go to the sent folder and look at the email, Copper counts that as an open. In other words, we're not getting a true open rate for our emails.

Keeping track of all tasks. We never have to worry about something falling through the cracks. We have several 100 emails a day, dozens and dozens of clients, and many deals to keep track of. Copper helps us realize all of that. It also helps us run our drip campaigns. We integrate Copper with PersistIQ to send out email drip campaigns right through Gmail. We've achieved 70-80% open rates and 10-20% reply rates. We also use Copper to track our deals and win percentages. We can customize the pipeline of our deals and are able to move the deals from stage to stage.