Copper Reviews

Love the user interface and the addition of features like automated emails recently

Seems to fall behind in functionality compared to industry leaders like Salesforce

Copper is intuitive to use, provides great visuals, and enables impeccable analysis.

There are no problems with Copper just people inputting information wrong.

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.

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.

The feed lets me know what is going on, and being able to edit records inside of lists is convenient. I also like the email tracking when it is functioning.

The reports are not very intuitive or easy to navigate, and the email tracking sometimes doesn't work.

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.

Records that are inadvertently erased cannot be retrieved. If you unintentionally erase all of your contacts without performing a manual backup, that's bad.

I love how it keeps everything so organized and neat!

There is nothing I dislike. I think it does a fantastic job.

THE ABILITY TO SEE ALL THE INFORMATION FOR THE CONTACT, THE PROJECT AND MORE IN ONE PLACE,

IT HAS ALOT OF PERSONALIZED OPTIONS THAT CAN BE A LITTLE OVERWHELMING.

The Google integration and drag and drop pipelines/stages are what sold me. It didn't take long to learn and start modifying it for our activity/information needs. The mobile version is more than adequate and the whole UI is well done.

Like all good software, I'm sure there are features and shortcuts we don't use enough, but basically, it is more than suited for what we use it for; Customer information and job process tracking.

These cost more money - via upgrade; Mailchimp integration, adding many custom fields, and better than limited reporting. We run the Basic version.

My use of Copper for work, allows me to stay organized with keeping track of where I am with my leads and tasks. It helps me be more time efficient as well.

I like that copper provides email tracking and link click tracking. I wish my company would upgrade to this link tracking feature.

The pipelines make it easy to review the current stage of opportunities to see where bottlenecks occur & to keep opportunities moving.

Glitchy filters for activities in opportunities. The messages are not filtered according to the checked filters. They need to be unchecked & rechecked every time an opportunity is selected in order to display correctly. It is very frustrating.

Its simple to use and has all the information that we need

There are some functionality I wish to see from copper like being able to export the Pipeline Records

The simplicity of the program overall. Easy to use.

Getting set up was a little tricky. Thanks to [sensitive content hidden] we managed to get it done

It's inexpensive and the Google integration

Everything feels extremely limited with no flexibility or even room for movement

The best thing is its interface, it is very friendly and easy to use. It allows you to concentrate your work in one place and not get saturated managing several applications at the same time.

The cost may be slightly high if you were to compare it to others, but it makes up for it with its close link to Google that allows for data synchronization and faster customization since most of them handle Google products.

I really like it because I don't have to spend time entering data or doing tedious administrative tasks.

It would be great to have the ability to customize and create detailed reports based on our business criteria and metrics.

Attractive, easy to use, with good G-Suite integration.

Labyrinthian cancellation process with UI designed to lead users as far away from a successful cancellation as possible. No confirmations of cancellation in UI or emailed. No user viewable record of cancellation.

I was billed for 10 months after I thought I cancelled. When I tried to login after noticing the charges, I was unable to even after attempting to reset my password (No user exists).

I explained the situation to customer service and they reset my account and told me they weren't able to discuss refunds for the past 10 months until I processed another cancellation on my reset account.

I did so and was billed AGAIN two days later. When I contact customer service, they said that per their policy, not only was that charge valid, but that I would be charged AGAIN next month before charges stopped. 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. I told them that their system does not generate cancellation emails and they said that per company policy, they would provide no refunds without proof of cancellation. PROOF THAT DOESNT EXIST BECAUSE THERE IS NO RECORD OF CANCELLATION EMAILED TO YOU OR AVAILABLE IN THE APP.

I've used Copper (under its original brand) both as a freelance digital contractor and in an agency setting. I found the standalone app to work fine, but there's no comparison to how well it worked with gMail, Google Docs and other elements of G Suite.

I read a Forbes article about the rebrand and apparently Copper signals a move for the company where their apps are on Google Cloud, and to better support G Suite, and that seems like great news. If you are an agency using G Suite it seems to be a no-brainer to use Copper to me. Especially for tracking emails and customer conversations related to opportunities. The rebrand caught me by surprise when I was looking for something for a client. The Forbes article sheds some light on the rebrand and evolution.

I'm a little biased as I wrote an article once for ProsperWorks, but this review is strictly from my experiences with the app, and the company. They have great customer success follow-up and have many scheduled support resources/weekly webinars to ensure you get the best out of your investment. I don't sell this app, I just was happy with how easy it was to use the tool, I've worked with Dynamics CRM, Salesforce and other CRM apps and I stand by my appreciation for how great this app is for G Suite and for agencies.

I think the Copper rebrand is a sign of lots of changes for this solution, and the Forbes article says that there are positive changes to further align this solution with the Google ecosystem. I will say that the rebrand was news to me, but I haven't used the app in a month or so now since a recent contract ended .