Copper Reviews & Product Details

Copper has helped me and my team keep our records organized so that we can better assist and market to our current and prospective clients.

One thing I dislike and have suggested they change is generating reports based on custom fields.

We're keeping our records organized and in one place so everyone is on the same page.

Moving an email into Copper contact and being able to use Copper to set up tasks related to clients

When using Add Calender Event , does not show up in the Related after setting up a Calendar Event

Tracking day to day tasks and emails

I love how easy it is to add clients to my Copper CRM. Especially since my new leads exclusively come through email. I love being able to share tasks with my team and track my pipeline. I drop a lot fewer balls with this system. I closed 5 new clients this week who were all at different levels of engagement with me. My team has already onboarded 4 out of the 5. The entire process is in Copper.

It would be great to invoice through Copper and see payment. I use Stripe. How about an integration? Currently, I have to add value and update the pipeline manually when people make payment. I would love a Copper inbox also. When I have a lead in Gmail I add them to Copper. I would love to be able to check new messages in Copper from Copper leads only since those are the ones I care the most about.

Making sure leads do not fall through the cracks. Circling back on leads. Communicating tasks with my team. Emailing Clients in bulk.

Ease of use and reminders to follow up on customers to call on

No calendar need to refer to google calendar

Better organisation notes for every call

The look and feel make it an application I appreciate utilizing. It's genuinely natural, and I love the delightful way much we've had the option to modify to our necessities. It is not difficult to follow the progress and stick to the cutoff times of the undertaking.

A significant chunk of time must pass to become acclimated to the stage and sort out how the contacts/email framework works. It would likewise be extraordinary to append or connect to pictures, as we utilize the potential open doors for project following.

In the past, we involved shared accounting pages for project following and records for client profiles. The undertakings tab additionally assists me with getting what should be done every day and keeping focused.

Copper is a great user friendly product. My favorite feature is it allows me to record all of my customer conversations as well as run a monthly news letter with no hiccups.

I would like to see a way to allow more digital signatures to be created into the platform to help speed up the new contracting process. More programs that are compatable.

It has helped recall any issues with customers prior to going to meeting. It has helped me to remember to call a potential customer as a contract has expired. It also gets news infromation out quickly

As with any CRM, there is a bit of initial setup so as to configure the software to the way your particular business operates. But, once that is done, Copper mostly maintains itself – it automatically links to my Gmail account and records all correspondence I have with people in the database. It also has web bots that scour the internet for additional information on people that you have in the database, like social media accounts, descriptions of their businesses from their own website, etc. It does really minimize the amount of typing that you have to do yourself. However, and I like this, it does NOT automatically import every spammer that sends you email. You still control who is included and who is ignored (which is easy with the Gmail extension).

There are a few features I would like to see: 1) a simple .vcf import feature and 2) the ability for People to inherit basic information from their Companies (e.g., Work Phone, Work Address, etc.) without having to Copy & Paste.

We have integrated it into our Dealer Locator on our own website, making its maintenance almost entirely automatic and handled without getting the web folks involved. It tracks a lot of information for us without a lot of admin overhead.

I like the ease of use and some of the thoughtful features, like merging two companies when they were doubled accidentally. I also LOVE the mobile app.

I haven't discovered anything that I dislike at this time and I have been using the app for over 5 months now.

Accountability, transparency, and organization are just a few problems that Copper has solved for my team and me.

Integration with Google. The ease of customisation. Handle New Business and existing clients

Manual have to enter address. Email follow-up

Acquiring new business

It's intuitive and easy to coordinate amongst and across the entire sales team

We are unable to coordinate between people and companies sufficiently

Sales flow, account management, projections and task organization

CRM & Templates are user-friendly, and the templating process and merge fields function intuitive and easy to use.

The server responses times are slow when sending emails through the program.

Database management. We are reaching more customers. Time management / follow-up improvement.

holds lots of data but works quickly, integrates with other programs like smartsheets, easy to track patients, sales, locations, etc, usage reports,

widgets sometimes dont connect, copper app in chrome/gmail slows down email/browser

tracking customers by location, easier data analysis

Wase of use, integration with G suite, ability to modify without needing outside help.

The ability to make one person the contact at 2 accounts. Many times we have multiple accounts with the same owner.

Our customer retention and our ability to see customer history is much improved.

The CRM's User Interface and drag and drop features to easily manage and track opportunities under given pipelines

So far, all good. I haven't found any drawbacks yet.

We are managing our Agency clients, publishers, and advertisers. It allows tracking everything easily and resulting our team members being more productive.

I like the search capabilities and the gmail integration

The "tracked email" triggers regardless of who opens the email sent

Organization of workflow, the ability to retrieve data both in and out of "Office"

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.

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

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.

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.

Copper easily integrates with Google/ Gmail, which is most helpful. Ease of the dashboard is also a huge plus. (I moved from a big, legacy, complicated CRM.)

I wish notes autosaved - have lost a few important notes when drafted and assumed they auto-saved but instead page reloaded and I lost the work.

Customer management, investor pipeline, industry partnership contacts