15 anos ajudando empresas brasileiras
a escolherem o melhor software
Sobre Copper
Concentre-se em relacionamentos, não registros, com Copper e Google. O único CRM criado, usado e recomendado pelo Google.
I like the simplicity of how it is laid out. It was easy to customize to some of my company's unique requirements.
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.
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Alternativas consideradas anteriormente:
Espetacular
Comentários: Excelente atendimento
Vantagens:
Excelente atendimento e um ótimo respeito
Desvantagens:
Por enquanto nada tanquinho respeito a empresa
Alternativas consideradas anteriormente:
The CRM for sales team on Gsuite
Comentários: I've used a lot of CRMs, from Salesforce to Pipedrive. Copper is hands down the best. Easy to use, easy for the team to adopt but still very powerful under the hood.
Vantagens:
Automated data entry. Pre-populates a lot of my contacts data so adding new leads is a simple point and click. The gmail integration is amazing. I can get a clear picture of my entire relationship from where I work - gmail. Im really starting loving the workflow automations and cool calculated fields I can make now.
Desvantagens:
I'd like to see a better native integration with an email automation software
Alternativas consideradas anteriormente:
I really like Copper
Comentários: For us it all hinges on Opportunity tracking - which we modified into a "start-to-finish/inquiry-to-money-collected" tracker. We don't use the project management or task management.
Vantagens:
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.
Desvantagens:
These cost more money - via upgrade; Mailchimp integration, adding many custom fields, and better than limited reporting. We run the Basic version.
Best CRM I’ve come across!
Comentários: Overall I think it’s very user friendly and I love that the app is also very convenient to use. Helps it’s stay organized on the go as well. It also very rarely crashes. I would say it has crashed twice in the 4+ years I’ve been using it.
Vantagens:
I love that we are able to track everything related to a specific client. Every email, text, phone calls, task, state a case is in, etc. You can also make calls straight from the mobile copper app! So convenient. The administrator is able to customize the contacts to include what is necessary for their type of business. It also shows when some created a task, assigned a task, completed it.
Desvantagens:
The only issue I can complain about is not about Copper itself but about the extension I have installed to chrome. I love that I can sync/relate emails to copper contacts so that all correspondence related to a contact shows up on that individuals copper—especially since we receive emails from courts, prosecutors, etc. and it’s helpful to sort the emails to the correct contact in copper. My main complaint is that once you “relate” an email to copper, you can’t unrelate it. Since we have hundreds of active cases at a time and we receive hundreds of emails daily, it’s easy to accidentally relate it to the wrong person. The only fix I’ve found is that you can delete the email in the copper contact feed (it does not delete it from Gmail) but it does leave a block in the feed that says “this email was deleted” which of course doesn’t look good. Really wish there was a way to unrelate emails altogether.
Disappointed on many fronts
Comentários: I had high hopes when making the transition from Pipedrive to Copper. I was interested in custom reports and overall more customization of the product when compared to Pipedrive. The trial period went well with the software and the help from support in the transition, but ultimately we were pushed to commit to the paid account before we could test everything needed for our business. We paid the annual subscriptions for our team and ended up wanting to leave the CRM after about 6 months because the CRM wasn't meeting our needs after we worked with it for some time. When asking to cancel and refund the balance of payment not used they were unwilling to offer any refund, stating the contract says no refunds :( So we left with a bad taste in our mouths and overall disappointment with the software and support.
Vantagens:
I liked the ability to do customized reporting, gsuite integrations and overall customization of the CRM.
Desvantagens:
The customer service was helpful to certain level. They helped us transition through the trial period in the software but ultimately I was pushed to commit to the product before we could fully test everything we needed. The CRM is somewhat cluttered and the UI is a little too subtle. Specifically the opportunities pipeline and tasks due really don't come forward visually because the status color dots for upcoming task, ect are too small and the color contrast is too low. Pipedrive did a much better job at this quick visual communication for the user showing what might be overdue, coming due, etc.
Resposta do Copper
há 4 anos
Hi Erik, sorry to hear that Copper wasn't able to meet your expectations and really appreciate your thoughtful feedback this helps us continue to develop our product and customer engagement motions to better serve you. We're also sorry to hear that you had an issue with your account terms. We aim to offer flexible terms across our monthly and annual contracts, and adhere to standard SaaS contract terms to align with other software tools that our customers are leveraging. We commit a high level of post-sale and ongoing Customer Success resources for our customers that make a commensurate, annual commitment to us. To that end, we would love to continue working with you through the remainder of your contract to help you find value from Copper.
Alternativas consideradas anteriormente:
Copper Review
Comentários: It does the trick and is a good value for the product.
Vantagens:
It integrates nicely with GSuite. It's also very customizable.
Desvantagens:
Copper APIs could use some improvement. Their APIs are sometimes clunky, takes a bit of trial and error to figure out, and difficult to build on top of compared to similar tools.
Alternativas consideradas anteriormente:
Cool Copper
Comentários: I set up all of my meetings and have all of my business and many of my personal contacts set up in Copper.
Vantagens:
Copper tracks activity well and ability to make it a custom application for my use is helpful. I also like that it integrates with Gmail our company's email platform.
Desvantagens:
A bit expensive. No ability to attach files to emails sent within the system. Files can be attached if using Gmail.
Resposta do Copper
há 4 anos
Greatly appreciate the review! As for the con you've listed, we do have a feature on the horizon that will address that concern and positively impact Copper users in a big way.
Fabulous CRM product for Gmail users
Comentários:
Easy to trial product. Sales support team was very helpful. Not too pushy.
Software has exceed my expectations.
Vantagens:
Easy to set up and use, great UI. The tight integration with Gmail is really the killer feature for us.
Desvantagens:
If you accidentally delete records they cannot be recovered. Not good if you accidentally delete all your contacts and have not done a manual back up ..
A simple, easy-to-use and intuitive CRM
Comentários: It is good to explore new software, in this case testing this new ecosystem so far generates a great comfort for us.
Vantagens:
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.
Desvantagens:
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.
The solution that simplified my business life.
Comentários: I really like it, I can set reminders, set tasks and easily track the progress of my sales opportunities, all without having to do tedious administrative tasks, it's great.
Vantagens:
I like it because I can easily adapt to the specific needs of my company and customize the different categories and workflows.
Desvantagens:
Well, I have experienced certain difficulties with data synchronization on certain occasions but I still like it.
An excellent tool to optimize opportunity management and strengthen customer relationships.
Comentários: It's great, it's given me an easy and efficient way to manage my sales opportunities and strengthen relationships with my clients.
Vantagens:
I really like it because I don't have to spend time entering data or doing tedious administrative tasks.
Desvantagens:
It would be great to have the ability to customize and create detailed reports based on our business criteria and metrics.
Alternativas consideradas anteriormente:
Basic CRM
Comentários: Overall experience was good until I knew I was paying more for less.
Vantagens:
At that time I was looking for a CRM that integrates with G Suite at that time called Google Apps. This was the second CRM I tried.
Desvantagens:
You have to play a lof more for the better features that actually completes the CRM. After checking out other companies I realized after using it for more than a year that the CRM is lacking in features.
Operations Coordinator Opinion
Comentários: We had a very good experience but we quit using it because of the price. It was too much for our needs. Though the features were amazing to have.
Vantagens:
The integration with gmail is great. In our company we use google accounts, so using Copper extension; the CRM automatically update your contacts with the emails you send. It is very easy to maintain the leads updated.
Desvantagens:
The pricing was quite expensive. The basic plan is not good enough so you need at least the mid tier plan which may be expensive if you don't want to expend too much money. Sometimes they have discounts but they only last a few months.
Alternativas consideradas anteriormente:
Simple, Powerful Start-up CRM
Comentários: We use copper as a CRM tool, a pipelining tool for fundraising, an ATS (applicant tracking system) for hiring, and a task management system for customer support.
Vantagens:
Copper is a fantastic CRM for startups leveraging Gmail that want seamless integration and an intuitive UI. Pricing is affordable in early plans, enabling startups to leverage Copper in their earliest days.
Desvantagens:
The brand needs a revamp – there are so many muted color, bland CRM tools. Copper *feels* like a fresher experience, and I wish their brand matched that new feeling.
easy to use, decent value
Comentários: Good. The support is good. I havent taken enough time to really understand how to maximize it.
Vantagens:
Easy to get started. Easy to import. Easy to learn with good documentation.
Desvantagens:
Not being able to have an attachment to a group email. No SMS tracking. Appointment reminders are email. There has to be a better way. It is pretty expensive when you add in the cost of gSuite, per seat.
Beware, especially when it comes to pricing
Comentários:
Beware of Prosperworks pricing strategy...of course nobody picks up a CRM system for a few months, not if you are making a serious decision for your company. Then, of course, the pricing decision favours the bigger payment annual plan (as opposed to the smaller monthly payment which is much higher on an ongoing basis) so I expect most businesses to opt for the annual plan.
But BEWARE of two things:
1) If you terminate at any time then "All charges are final, non-cancelable, and nonrefundable," This means you can sign on annually, use it for a month, give them their required 60 days termination notice, cancel.....but no refund.
2) AUTO RENEWAL. There is no prior notice on the 12 month mark. We had decided not to renew and thought we would get off the system at end of the 12 month period. Unfortunately, we thought we had commenced in March, but it turns out to be February, by which time the annual fee has been already taken from our account...then we are into the NOT REFUND terms.
Advice: I don't believe any small company can assess a crm for suitability during the 2 week free period after which we were forced to make a purchase decision. To save money (and we intended to be long term users) we signed on for annual plan. We stopped using the system after 6 months. I'm sure that Prosperworks knows this. This doesn't stop them from auto billing 12 months in advance without prior notice. Now we are paying for 2 years usage, having only used the system for 6 months.
More advice...the reason why we didn't immediately terminate from Prosperworks after 6 months (when we stopped using it) is obvious: we need to get our customer data out and that takes time. You should be aware of this as well: "All of Your Content on the Service may be permanently deleted by ProsperWorks upon any termination of your account in its sole discretion."
The customer service girl, after listening to my story said today "you can cancel on 60 days notice" but she did not tell me 1) that there would be no refunds (as per ProsperWorks terms) and 2) that they would delete all my data.
BEWARE BEWARE BEWARE. This is a marketing trap.
Vantagens:
I thought the gmail integration would be a good idea, it turns out that you have to (almost) click every email attached to the customer to see what is going on and alot of emails are just copies of previous emails. Prosperworks marketing is really good, and the interface and sell looks good. Also, any person who reviews Prosperworks say within 2 months of using the system will likely give 5 starts....I think reviewers should wait a bit and test the system more. In our case, we have now been with the company and the software for over a year.
Desvantagens:
I concur with a previous user "3. Messy messy messy. The screen is just jammed packed with data, much of it useless, and it's difficult to find the data you want. Accordions inside of tabs inside of pop-ups? Really? Is that the best way to access the tasks associated with a client? It shouldn't take 3-4 clicks to get to a teeny tiny truncated accordion window of information. We should be able to see and sort through data related to a client within the main window. Bad design."
Extremely Limited
Comentários:
Tried PW for my insurance biz. It was a total waste of time. It took 20+ hours to set up for my business and did very little to help organize contacts/meetings/notes as I required. Also needed to be able to filter/search for data.
Overall, it lacked customization.
Wanted to add custom fields like birthdates. This proved impossible, as the date field required input via pop up calendar, so you'd have to click through every month to get back to January 1 1965. I talked to their support people for a total of 3 hours and the conclusion of it all was "the software can't do that and we're not going to implement that unless a ton of people ask for it." That should have been a red flag because it just got worse.
Importing data is super annoying. If you have a google sheet you want to import, you have to download it as a CSV then re-upload it, and hope the fields match up. It also adds a bunch of tags to crap that makes a huge data mess you end up wasting hours to fix.
The dashboard is a total waste of space. There is no useful information. The People section is basically a glorified Excel spread sheet. When you export your data it grabs the fields, but leaves all of the activity notes behind, so you cannot back those
Custom filters are another massive failure. If you want to filter by X but exclude everyone who already has Y, it's impossible. I think an undergrad designed this system because it lacks advanced features severely.
If you want to set up a daily to-do queue, forget it. You might as well use paper checklist or a spreadsheet.
Another major problem is that it will pull info out of your google contacts and if you check the box for Sync with Contacts, it will completely destroy your hardwork in contacts. It deletes data out of fields, such as addresses and phone numbers. You have to pay for another software called Pieworks to fix that, but it's also terrible. A simple basic feature that should be included is not, and you have to pay yet another monthly sub for something really stupid that should be there.
It has an app for android, and it was convenient when out of the office. You can pull up the contact and if you just had a meeting with them, dictate the notes into logging a meeting. If you need to call them, just tap their phone number, and at the end of the call PW is already logging your call, just enter the notes about topics of discussion. However, the app needs improvement in terms of the dashboard, such as calendar and to do list like a call queue or other service tasks.
You have to submit tickets for every little thing. It's extremely annoying and waste of your time.
I decided to cancel this, pulled all of my data out of PW and set it up in a spreadsheet. PW is barely more than a spreadsheet with a pretty interface. It's not worth the money. You might as well use something free -- or spend the money and get a real CRM with all the features you really need.
They will not let you cancel. There is no place to remove your billing information or cancel your plan. You have to submit a ticket and hope they answer it, but more likely, they'll ignore it because they are a greedy company that ignores the requests users make on their website for changes.
They claim they are the CRM google uses, but that's not true. This is a very immature piece of software that cannot handle a serious business with specialized needs. They may have partnered with
Vantagens:
Interface is OK but needs improvement. The app was convenient, but needs a better dashboard.
Desvantagens:
High cost, lack of customization and features. Have to submit tickets for any help. Lack of training videos.
Congrats Copper! You are now officially the worst customer service!!! Great job being a FAILURE!!!!
Comentários: I have emailed and used the customer service bot on the website over 20 times since July to ask a basic question. Copper refuses to answer my question. It is not humanly possible for a human to be as rude and stupid as the bot that never answers my question!!! In my 30 years in business Copper by far has the worst customer service on the planet!!! Even worse than Pac Bell had back in the 1990’s and it was not possible to have customer service as dumb as theirs until Copper came along!!!!
Vantagens:
Google Integration is what I liked the most! I used to love proper works then it became Copper. Taking away customer service is a major Blunder!!!! Don't do business with copper unless you have plenty of time to waste hours of your life and cost you and your business tons of money in wasted production time.........
Desvantagens:
Which dumb-ass executive wakes up one day and takes away customer service!!! Are you that ignorant that you believe your bot works????
Resposta do Copper
há 11 meses
Hi Roger, Thank you for taking the time to share your feedback. We're sorry to hear you've had this frustrating experience, and will review our processes to ensure they deliver better support for our customers. I've shared your information with the customer support team and they will reach out directly to hopefully resolve this issue. Wishing you all the best, Melanie at Copper
Alternativas consideradas anteriormente:
Great CRM for Gmail Users
Comentários: Great company with an excellent support team always available. Offer monthly training and update webinars as well.
Vantagens:
Love this CRM as it integrates easily with Gmail. Good ways to customize the pipelines and customer management options.
Desvantagens:
Does take some time to set everything up and need to add on a few features to have it customize the way you want.
Resposta do Copper
há 4 anos
Thank you for the kind words, Drew. Taking into consideration your cons for the product and see how we can work to make it better. Thanks again!
Has helped me get my marketing leads in order
Comentários: Copper has made it easy for me to keep track of my leads. With it's basic functions anyone can use it without reading extensively through a guide or manual. I would recommend it to new businesses because of it's simplicity and inexpensiveness.
Vantagens:
I've used copper for a while now - it was called Prosperworks when I first started to use it. It was my first CRM and it has helped me get my marketing leads in order as well as showed me how to use a CRM. Since it has simple features it is easy to use and learn and once you get the hang of it you are able to understand bigger and more complex systems so I'd like to think of Copper as a gateway CRM. I love how it integrates with Gmail so that with just one click of a button on the side panel that shows up after you install the Chrome extension and you have the contact's information saved- which spares you the work of manually adding a contact to the platform. The filters are easy to use and the fields can be customized. They even have a "market place" where you are shown information on the contacts whom you've recently exchanged emails with and it gives you the option to save it to your list. The pricing is also reasonable, especially if your company is in its early stages.
Desvantagens:
The thing that I dislike most about Copper is the field mapping that needs to get done prior to importing a list of leads via an Excel sheet. If there is one error or if it doesn't recognize the information within a cell then it wont import it and it will give you a pop up window with the option to correct it right then and there. I've found myself fighting with it plenty of times because it wont accept what I'm writing and then I would resort to canceling everything and just deleting that contact from the list to add it manually afterwards just to get the import feature to work. Also it is such a chore to import these lists, you have to click on so many menu items to get to the import function.
Finally, a CRM a sales guy can live with
Comentários: This is the easiest to use most intuitive CRM system that I have ever worked with in the 25+ year career. I especially like the automatic integration with GSuite (gmail & calendar). I like the user interface and workflow to move opportunities through the sales process. The online support team have been great to work with and seem quite knowledgeable about the product.
Vantagens:
I like the simplicity of how it is laid out. It was easy to customize to some of my company's unique requirements. Because it automatically syncs to my email and calendar, it eliminates hours of typical data entry that I have been frustrated with other systems. The integration with Linkedin is also a nice feature when I am entering leads.
Desvantagens:
There are a few advanced features that I wish were available at the basic level. Otherwise, the product is too expensive at higher levels.
Not that Great
Comentários: This is sold as limiting data entry, and it does a little. Maybe more once we get very familiar and are not trying to back track so that we can just use one system and not two while we get the other set up. I have to say that the OnBoarding that they provide is very good, and I like that they are able to provide that. I think some of the pitfalls are simply because it is web hosted and that comes with its own assortment of issues.
Vantagens:
I like that I (theoretically) can see emails that were sent to a client even if I was not included, it makes it more helpful when I am trying to find information, or figure out what the status of a client is. The automated tasks are useful if you do them right.
Desvantagens:
It is constantly syncing and if you are a fast typer it will delete what you have written while it was syncing sometimes. That is incredibly frustrating. It's also not a totally intuitive system, it is obviously still in its early stages and therefore a little clunky. Also, if you are not an admin you have basically no power to add things that you might need in a sort of random situation. I have to go to my admin all the time to add things that I need, and maybe it is only for one client, but I need that field or option or automated task and I am not allowed to add it myself. You are unable to view more than one client in the small side bar of an "opportunity", and you are unable to see their names when just looking at the opportunity. Also the terms that they use are very salesy, and not very customizable or people oriented. The customization of how you view things also seems very limited. I like being able to view all my contacts by last name, that isn't really easily possible with this. It's just an adjustment but it would be a lot better for me if it was not something that I had to adjust to. It is web hosted so if you are not somewhere with wifi or data you can't access anything.
Exceptional! I tried every major platform (plus a few minor ones) over a year and chose ProsperWorks
Comentários: Most importantly, this platform has dramatically increased our ability to effectively and easily pursue sales leads longer and better than we were able to do previously. This has translated into more sales. Sales is what it's all about.
Vantagens:
Most platforms are either too simplistic or WAY too complicated (think SalesForce). Prosperworks is lives in the Goldilocks zone of "just right". We are a medium size company that cannot afford a full time CRM engineer, so perhaps my decision would be different under these circumstances. But I have had nothing but a great experience with using ProsperWorks. Also, it's highly intuitive and the architecture is designed such that you do not have to click through things to get to other things. From nearly any point in the platform you can create entries or access the information you need. This saves a lot of time over the course of the day.
Desvantagens:
My complaints are small and business-specific. The issues I have are unique to our business model. The good thing is that the engineers at PW have been able to create customized programming and workarounds to solve most of our problems.
Copper: The CRM tool for Google G Suite users
Comentários: Lead management with a dashboard instead of searching in my mailbox for important mails.
Vantagens:
The seamless integration with Google G Suite makes this tool a terrific CRM tool. Now that Copper also has add a Project Management tool makes it even more beautiful.
Desvantagens:
I don't know any cons for Copper. I don't have any negative experiences so far for this Google G Suite CRM tool.
Satisfied although they need to evolve a bit more
Comentários: If you want a good solid system, inexpensive, that is distributed amongst free google functions get it. We looked at a lot of crms and pick this one.
Vantagens:
We are a small two-person firm needing a simple crm to manage our clients. Prosperworks/Copper works for us. We can enter companies and people and attach notes. We have installed it under a Google G Suite account so we use Gmail for mail, Google calendar, Google contacts and Google Drive. P/C integrates with all of these and works fine. Updates in the crm propagate to gmail and contacts. It also logs emails under the right person. P/C has a facility for Tasks (which we don't really use - it is a bit lunky) , Leads and Opportunities which we don't use so we can't comment on them. Since you are not using a big crm it is very inexpensive yet gives us everything we need.
Desvantagens:
Some obvious things which I assume will be fixed soon. No Birthdays. Its default is to sort by first name! It would be nice if changes to Google Contacts would propagate back to P/C but if you are using the crm then not really an issue. Also it would be nice if it logged phone calls and DocuSign stuff for free but I think you can get that through paid add-ins.
