Copper

Pros: Love the reminders and tasks that we can set to followup or complete tasks with customers. It allows me to assign them to myself or other team members.

Cons: Lack of templates for emails or sending estimates through it. I would love to be able to send estimates outside of my accounting software and send them through my CRM

Pros: I like the integration with Google Workspace and the overall functionality of it. It has given me clarity abut my pipeline.

Cons: I really don't have any negative comments about Copper. Its the first CRM I've used - I have nothing else to compare it to.

Pros: Generally easy setup, though the effort was more on getting my team to adopt the platform. So that's more on us than Copper.

Cons: Inability to ingest UTM tracking parameters natively. We had to use a 3rd party tool in order to connect the attribution dots.

Pros: It tracks tasks, projects, people and companies. I can see the interactions my colleague have with customers and it is very customizable

Cons: It would be great if you could share a task with others, as in both people owning it. Or creating duplicate tasks. But its minor

Pros: It's a simple integration with the Google tools we already use.

Cons: It can be buggy sometimes. Adding emails from Gmail was simpler before they started moving things around.

Pros: I like the user friendly access you have to your complete sales funnel at any given time or place.

Cons: When entering a sales prospect having to add so much information.

Pros: Lead gen, opportunity tracking, mass email tool

Cons: Always signs you out, the extension is buggy and no longer autofills information

Pros: So easy to use. Support it great as well. Helped our company get our sales in the same system.

Cons: I do not have any real problems with it. Connects to gmail.

Pros: Copper has been a great solution for our smaller company (13 FT employees). We can track notes on our clients, organize new inquiries for our services, and have increased communication between team members as a result. We use Google Workspace, and the integration has been seamless, especially regarding our calendar sync.

Cons: Email Templates could be easier to use and more robust

Pros: Usability, great program for sales and keeping track of your customers.

Cons: None, I haven't ran into any issues using copper/

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

Cons: 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.

Pros: simple UI, good integration market for automating related tools

Cons: simple UI is also clunky and at times nonfunctional the gmail extension breaks some basic gmail functionality which I reported probably 2 years ago at this point, with no resolution the customer service is slower than before and literally no one wants to talk to a bot the reporting tools are rudimentary, and i follow a concise 26-step process using the Copper API to extract customer emails when breaking down by certain criteria... not exactly user-friendly

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

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

Pros: Copper provides a comprehensive suite of tools that allows me to track existing clients, identify opportunities, and communicate with different audiences based on their customer profile. It is highly customizable, allowing my to create a unique workflow for my needs. However, the best feature is Copper's ability to sync with my Gmail-based work account, capturing all conversations with clients.

Cons: Copper's highly customizable setup is also its downfall: there aren't many resources for training to the specific needs I may have. In other words, Copper's training modules are very generic; their support is geared around how to use the platform instead of speaking to a specific need Also, there are Q&A forums and office hours with staff support, but there aren't many video tutorials. I learn best by following along in a guided exercise, but there aren't many video tutorials. Other

Pros: It's very straight forward and has decent functionality for a small business that isn't ready for an expensive, customized CRM.

Cons: Feels clunky at times, some limited features.

Pros: The simplicity of the program overall. Easy to use.

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

Pros: How incredibly easy it is to use yet how powerful it is. Its design is so intuitive that there really isn't a learning curve, I understood it instantly!

Cons: It doesn't allow me to customize the product as much as I'd like. I've designed software in the past and I tend to change software to suit my unique needs.

Pros: I love how it keeps everything so organized and neat!

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

Pros: Easy integration with other docs, easy to navigate the site

Cons: A bit fussy about searching for a name if spelling is incorrect

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

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

Pros: I like the UI design, the sorting features, the categorical colouring, and the consolidation of information/files. I also like that list item selections persist even after interacting with items, unlike classic spreadsheets like Excel and Sheets.

Cons: I hesitate to filter my lists because it feels sort of irreversible to an extent. I know it's not, but the act of going into the filter menu, changing pre-existing filters, and then pressing "update filter" *feels* hard to reverse. Subconsciously, I feel like if I changed my filter, I'm afraid of forgetting what it used to look like. I end up just sorting my column of interest alphabetically/numerically and then scrolling down the sorted list to the keyword I wanted to focus on. It would be cool if the filtering UX was a little less "daunting." I hope that makes sense!

Pros: The most use we get out of copper is the ability to track conversation and email threads relating to projects.

Cons: There seems to be some holes in analyzing data. Not the easiest thing to do. I also with you could send out weekly reports that show each individual project changes.