Copper

What differentiates Copper from other similar products?

Managing people and managing opportunities were the two most challenging responsibilities. Because G Suite administration is abysmal, you'll need a CRM to keep track of everyone that crosses your way. At the same time, you must be able to manage possibilities when they present themselves. Copper made it easier to realize both. Copper is assisting me in going back months to find any offers I may have made to a potential client who was not ready to sign at the time. This allows me to be consistent with the information I provide with potential consumers.

What is your favorite aspect of this product?

The basic arrangement is what I enjoy best about Copper. This software allows me to phone, email, or text prospective clients while also keeping track of contact dates. I can save contacts and search for them directly in Gmail thanks to the Copper plugin for Gmail. On the other end of the scale, the Pandadoc/Copper plugin allows us to create and examine legal documents from within Copper using a customer record. I really like the to-do list and the built-in automated integrations. It also works with Zapier, allowing for a wide range of creative integrations.

What do you dislike most about this product?

So far, I have not encountered anything major that would compel me to discontinue my usage of copper. To this day, everything I've learned has been simple to grasp and use. However, it should be noted that Copper is designed to notify us when a receiver opens an email that we send. However, when we look at the email in the sent folder, Copper deems it to be open. In other words, we don't know how many people open our emails.

What recommendations would you give to someone considering this product?

There are several CRMs available, but if you use the G Suite environment, you won't be able to choose the one that best meets your requirements. We propose that you try it for 14 days to determine whether you enjoy it and if it meets your needs. The learning curve is steep, and importing your initial leads, companies, and individuals is time-consuming, but it's well worth it. The distinction between leads and personalities might be perplexing, but Copper provides a good series of video lessons to assist you understand.

What differentiates Copper from other similar products?

Copper makes things very easy by integrating with most Google products (mainly Gmail). The different integrations make it very easy to manage sales opportunities and leads, and the Copper software lets you track different opportunities to see how often sales are converted. The sales pipelines are also extremely customizable, allowing you to easily see what opportunities you're winning or losing, and why you're winning or losing them.

What is your favorite aspect of this product?

The reporting is extremely helpful to our business. Prior to Copper we had no way of being able to identify how impactful our sales processes/strategies were, and now that we have an organized CRM it's very clear that our sales processes are impactful. But at the same time we're able to see where we can improve within our process as well. It's also allowed us to see how impactful things like attending tradeshows can be in terms of additional revenue generation. The reports are something we analyze constantly and have helped us improve in many different areas of our business, but primarily sales.

What do you dislike most about this product?

I wish there was more flexibility in things like automating follow up tasks, being able to choose a default follow up timeline rather than it was defaulting to the next day. Rarely do I follow up on a sales opportunity the day after discussing it with someone, so if I could edit that default timeline it'd save me some time.

What recommendations would you give to someone considering this product?

I would highly recommend this product! The Copper team has been absolutely amazing in helping me understand all the benefits and features of the CRM. They were so helpful and showed they genuinely care about me as a customer, and want me to utilize their system to it's fullest potential. Our business is 100% better managed thanks to Copper. It's one of the most affordable, yet impactful CRM's I've worked with and I plan to have Copper for a very long time!

What differentiates Copper from other similar products?

Copper is extremely well-organized and easy to use. It fits in with our business needs more than other products.

What is your favorite aspect of this product?

I like the layout and how easy it is to navigate.

What do you dislike most about this product?

I wish there was a way to attach files to a logged activity. For example, if I log a meeting, I would like to be able to attach the video recording file.

What recommendations would you give to someone considering this product?

I would recommend taking the time to learn all of the features and capabilities of Copper.