Copper

Avantages

très facile à utiliser avec une gestion intuitive de l'interface

Inconvénients

Juste une limitation d'intégration avec certains outils d'autorisation

Avantages

Pour moi, c'est le meilleur CRM. Très convivial, avec une interface utilisateur intuitive et une gestion des leads facile.

Inconvénients

Je n'ai rencontré aucun problème majeur avec ce logiciel, juste une limitation d'intégration avec certains outils d'automatisation.

Avantages

Pour moi le meuilleur CMR. Très facile d'utilisateur et l'interface utilisateur est très intuitive et la gestion des leads est très faile

Inconvénients

Durant ces années d'utilisation, je n'ai pas trouvé de probléme mageur sur ce logiciel juste que l'intégration est un peu limité à certains outil d'automatisation

Avantages

Ce logiciel facilite la gestion des contacts, la gestion des leads,le suivi des ventes, l'activation des ventes, l'accélération des ventes, l'automatisation des forces de ventes et facilite également la publicité.

Inconvénients

Ce logiciel ne regorge aucun inconvénients car son utilisation est très appropriée aux utilisateurs.

Avantages

extraction des donnees filtres intuitifs et ergonomie top

Inconvénients

beug et probleme de traduction des items anglais francais

Avantages

Copper helps create an easy follow-up and sales process while being cheaper than most CRMs

Inconvénients

It's a little confusing to figure out how to use at first

Avantages

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!

Inconvénients

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.

Avantages

simple UI, good integration market for automating related tools

Inconvénients

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

Alternatives envisagées 

Pourquoi choisir Copper 

Logiciel antérieur 

Pourquoi passer à Copper

Avantages

- Great UI -- faster, easier, and better real estate
- Great pricing for the small business owners
- Propagate info when converting leads to clients
- Ability to add custom fields (Very important for our industry!)
- Ease of creating automation of tasks, emails, and workflow
- Tasks are integrated into our calendar enforcing front-of-mind & completion
- Control access by teams and individuals (critical for our contract basis model)
- Create webforms/widget to generate Leads directly onto the system. (But must have your own website)

Inconvénients

- Does not allow you to create custom reports without higher package
- Does not have ability to see if client has opened the email. It only log emails related to the contact.
- Does not have built-in mass email and tracking

Avantages

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.

Inconvénients

Email Templates could be easier to use and more robust

Avantages

Easy, clean integration with Gmail. Fast. Collaborative features are great for teamwork.

Inconvénients

No folders for email templates. Full sync with MailChimp can get costly quickly as the tiers jump you quickly up if your email audience is decently sized.

Alternatives envisagées 

Pourquoi passer à Copper

Avantages

Organization and Clarity. Easy to understand and the filtering system is very efficient.

Inconvénients

Chat bot. Difficult to get in touch with an actual person on the phone.

Avantages

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.

Inconvénients

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!

Avantages

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

Inconvénients

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.

Avantages

Copper is great because it integrates really well with google and the google suite.

Inconvénients

I do not like that the app has very limited functionality. Doing sales on the go without my laptop is highly difficult. I rely on copper a lot to stay focused.

Avantages

We bought Copper (previously Prosperworks) to get CRM integrated with GSuite. Copper excels here: using the Chrome extension, you get transparent integration of Copper contact and activity tracking into GSuite, which works especially well with small teams. You can set up your own sales funnels, forecasting and project tracking, and everyone can see all the activity they are authorized for.

Inconvénients

We wanted email tracking. While Copper offers rudimentary and amateurish tracking, they have completely abandoned the feature, despite continuing to describe it on their site. Worse, the feature is getting worse over time, which points to an out-of-control development process. For a more complete exploration, check this thread:

[SENSITIVE CONTENT HIDDEN]

We canceled after 3 years due to this issue.

Alternatives envisagées 

Pourquoi passer à Copper

Avantages

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.

Inconvénients

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.

Avantages

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.

Inconvénients

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

Avantages

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

Inconvénients

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

Alternatives envisagées 

Pourquoi passer à Copper

Avantages

The platform allows you to create a profile for each client, obtaining data not only from Gmail, but also from google. It also allows to make calls from the profile of each client, as well as having all the history of conversations, appointments, past and future. We can also create flows of activities easy to work with the drag and drop option.

Inconvénients

The process of integrating other applications, which are not associated with google, was difficult for us, but customer service knew how to guide us to solve it. Its learning curve can be high, due to its overwhelming design, maybe if they improve its interface, it would be friendlier to use.

Avantages

What I like the most about this platform is that it has an incredible integration with Google applications. As a business that uses Google Workspace for our daily operations, having a CRM that automatically syncs with Gmail and other Google tools is really a huge benefit and that's why I don't have to worry about manually entering every interaction with my customers as with this platform I can automatically record all emails, meetings and tasks in the corresponding contact.

Inconvénients

While the system offers a wide variety of pre-defined reports and data export, I would like the ability to customize the reports a lot more to my needs and while I can get the essential information I need, sometimes I would like more customization options and Flexibility in data presentation.

Avantages

It is extremely intuitive and easy to use. I didn't have to invest hours learning how to use new software, this is great.

Inconvénients

What I liked least about the system is that despite its excellent integration, it can sometimes be less customizable than others on the market.

Avantages

The best thing about Copper is its seamless integration with Gmail email. I can automatically add emailing contacts to my account and see the entire history of past interactions with a customer in one place. I also love how I can add notes and reminders to each contact to follow up in a timely manner.

Inconvénients

sometimes the search for contacts can be a bit slow. However, this is not a big problem and does not significantly affect the overall user experience.

Avantages

I like that we can access the software via mobile device and easily navigate. We have an option to customize contact type, details or information as needed. We can filter our leads and track them in a pipeline. We even have an option to export our data and easily track them in a sheet. The UI is very friendly and easy to use.

Inconvénients

Setting up drip campaigns, sequence emails can be quite difficult for beginners. At first, the integrations confused me but the customer support representatives are very attentive and helpful.

Alternatives envisagées 

Avantages

We embraced Copper even though it was a little pricey for a small business and required us to commit to a year. Our main reason for using it is that everyone in the company has to at some points be a salesperson and we thought that a tool built for Gmail would be the best option.

Inconvénients

When we started to seriously use the software for more than big contracts and started to reach out to a lot of prospects, the holes in the system were glaring. There are a ton of small things that just drove us crazy. We ended with tons of duplicates. To eliminate them you have to export to Excel, etc. Not fun and not realistic. Any mistakes during data imports caused all sorts of data problems. There is no automating of drip email campaigns. The navigation is so confusing. We spent a lot of time figuring out where we clicked to get to a particular screen and how to replicate it. I found myself being super careful to do the exact same thing every time because it shows leads, contacts, accounts and opportunities in an alternating left-right fashion that is just confusing. The absolute biggest is that there are no reports that give you any insights into how your email is performing, which is odd because they've written blog posts on the importance of doing so. All you can see is a running list of who opened your email or didn't. It is like looking at a terminal window for error messages.