Copper Comentários e detalhes do produto

That I can keep a check on my pipeline. I also love its ease of use, having used a number of big name CRMs in my career this is by far the best, it is easy to use and has many extra added benefits and uses that the bigger name ones don't

The way it will assign an email address to a specific company, working with the NHS I have many customers who have a similar email address but from different trusts, I have to keep going back and changing the hospital trust because of this.

I can keep an eye on my pipeline and see at a glance if I need to follow up with a customer as it will change to red, I can easily move them along the pipeline in the cabana view and also keep an eye of the amount of sales I have made that month and where I can get my next sale from

relationship management is super easy. Easy to access all communications and deals from anywhere in google. The pipeline view is very nice as well compared to our previous CRM. It's easy to see everything we have going on at once.

It would be nice if there were more report generating features. Many of our reports don't give us an accurate week by week view of deals confirmed and won. It would be nice if the mobile app could integrate with the google phone apps. Since I have a google phone, it would be nice if google could implement copper into more of their mobile platforms as well.

We can stay on top of our deals very well. having such a small company that works with a decent sized artist client roster, we could easily get lost in all the deals and inquiries we have coming in. But copper makes it so we don't have to worry about keeping everything in our heads. Also having an app on our phone makes it easy to access things as well.

Tracks leads and opportunities efficiently. Allows you to set tasks accordingly, and set automated tasks based on the stage of each lead/opportunity. Access to invoices and files is quick, easy and convenient. Navigation moves quickly for the most part.

If I open a new tab and start typing in the search bar it bumps me down to the nearest text box (log an activity/note most of the time). Copper can't keep up with me in this regard and I wish it could. The "plus" sign next to "files" in leads/people/opportunities/companies has disappeared. You can still click where it should be and it will function the same, but it is confusing for new users. Copper doesn't always recognize duplicate leads/people, which is often annoying. Again, these are nitpicky items but thought I should bring them up.

Tracking leads/opportinities - not a chance I could do this as efficiently without Copper. Pipeline view and filters show me my most pressing opportunities instantly, which helps with daily/weekly/monthly prioritization.

It´s a simple way to keep an accurate record of how you are doing with your customers or future customers, organizing the information in pipelines.

I don't know how to synchronize it with my email or that I don't know many of its functions.

It helps me to keep track of the stages I am in with my current and potential clients and to be able to define specific tasks to be accomplished within their respective deadlines.

Great CRM Software, very user friendly, easy to customize, can add as many as custom fields and can cross-reference many different fields, as a Real Estate Broker managing a team of 5 people it becomes extremely easy to customize the pipeline, track communication

The software still needs more API to connect to other platforms using Microsoft suite

Keeping tabs on all communication, managing the follow-up and tracking pipeline

Managing workflow. We work in real estate and we can create pipelines for each transactions and track everything with the transaction. All emails are tied back to the transaction. Best part is the TASK generation, I use it to manage my daily work flow and keep up with all the details in each transaction.

Reporting is a little difficult and you have to download in order to print.

Using the task help me manage all our transactions, our agents use it to grow their business. It ties into mailchimp so that is another added bonus.

I have used copper with two companies now. I really like the tight integration with GSuite. I also just really like the layout, the tool is great for anyone in sales. Easy to use, search, organize, filter, etc.

No real complaints. It would be nice to have more integrations with other tools.

Sales CRM

Copper automatically compiles all my communications, contacts, and relevant info into one searchable source that simplifies EVERYTHING. Our previous system from a competitor was tedious and frustrating.

My one and only issue with Copper is that it has an ever-growing number of features that I don't know yet, and I can't wait to get even better at it! I appreciate the user support resources!

Keeping track of thousands of daily emails is impossible. I forget names, I forget to send a PDF, things like that. Copper ensures that I don't need to pressure myself to remember everything all at once.

Love the Gmail integration. Makes data transfer super easy and accurate.

Honestly, nothing to dislike. It's built for small businesses like mine.

Keeping track of customers, sending tailored emails, and running pipeline reports.

I like that it's a comprehensive CRM with tasks, leads, multiple automation possibilities, and gmail integration

Gmail integration works, all my emails sync, but the sidebar doesn't allow me to run more than one instance of gmail at the same time. I would love if I could have a functional sidebar for all 4 email accounts I have to operate for the mulitple I oversee simultaneously, instead of having to log out and into another google account every time.

The historical data for all communications with a client is all in one place and reviewable. Even if we lose staff their communications are all saved.