Copper

What differentiates Copper from other similar products?

We utilized shared spreadsheets for project management and papers for client profiles in the past. Because everything is now centralized and shared, connecting emails is highly useful. Sales enablement has been more accessible, sales team efficiency has grown, and more transactions are now being closed, since it provides good tracking of lead stages and activities, such as customer email opening, thanks to the integration and extensions available for this CRM.

What is your favorite aspect of this product?

There are several advantages, including cross compatibility and interaction with other software suites, a highly customized experience, and the fact that it is a low-cost CRM solution. I enjoy the connectivity with Google; we utilize the Google suite of services, and having all of the data linked is quite easy. In addition, the Gmail plugin is really handy for our purposes.

What do you dislike most about this product?

Reports, on the other hand, are fine and improving with recent revisions. Filtering and extracting data is a talent that takes time to perfect; while this is steadily improving, more effort is needed in this area.

What recommendations would you give to someone considering this product?

If you want a low-cost solution with capabilities like an email sniffer and compatibility with other software suites like g suite, then go for it. Copper is used not just as a CRM, but also to monitor project data. We found it useful to establish a bogus person as the primary contact and then add others using the "associated people" column. Using the Gmail plugin, certain emails are tied to that opportunity. If the principal user is a frequent contact at Copper, all of their emails are included in the offer.

What differentiates Copper from other similar products?

Every week, we receive a large number of trade queries, and Copper assists us in keeping track of them all. We used to accomplish it by just tracking our email communications, but that quickly became inefficient. Copper solves this by pulling what we were previously doing into a separate CRM. We were able to monitor the progress of many prospects with our clientele. This has taught us not to overlook anyone or their potential. The export option has been quite helpful. When the exported data is available, I receive an email and may utilize it for data analysis.

What is your favorite aspect of this product?

I enjoy the many phases that are accessible, as well as the various pipelines that may be created. It's also very customisable, allowing you to add your own fields for opportunities, which is useful for data analysis. I can also export data, which comes in handy for data analysis and organizing. We've been using Google Apps/G Suite/Workspace for a long time. This CRM seamlessly integrates with that tool. It improves our communication workflow and practically makes CRM automated.

What do you dislike most about this product?

So far, there is nothing I don't like about Copper; our business has compared Copper to other CRMs with a comparable structure, and we tend to prefer Copper. It's simple to add additional opportunities, stages, and pipelines.

What recommendations would you give to someone considering this product?

Copper may be used in a browser other than Gmail, and it's worth a go. When compared to other platforms, you will see how simple it is to use and how personalized it can be. The ability to examine the information you have about Copper might assist your firm uncover gaps in the evolution of opportunities or specific activities. When you export data, you may additionally include custom fields for opportunities. This offers up a lot of options for your company.

What differentiates Copper from other similar products?

Coppe assists us in resolving the issue of keeping track of each one. We used to accomplish it by just tracking our email communications, but that quickly became inefficient. Copper solves this by pulling what we were previously doing into a separate CRM. The key advantage is that emails received between one person and the customer are now available to other team members in Copper. We were able to monitor the progress of many prospects with our clientele. This has taught us not to overlook anyone or their potential.

What is your favorite aspect of this product?

We've been using Google Apps/G Suite/Workspace for a long time. This CRM seamlessly integrates with that tool. It improves our communication workflow and practically makes CRM automated. I enjoy the many phases that are accessible, as well as the various pipelines that may be created. It's also very customisable, allowing you to add your own fields for opportunities, which is useful for data analysis. I can also export data, which comes in handy for data analysis and organizing. We compared Copper to other platforms and discovered that the other products had limitations, but Copper makes it endless.

What do you dislike most about this product?

So far nothing has disappointed me, our organization has compared Copper to other CRMs with comparable formats, and we appear to prefer Copper. It's simple to add additional opportunities, stages, and pipelines.

What recommendations would you give to someone considering this product?

Take a look at Streak as well. They both interact with Google, but their approaches to user experience and interfaces are quite different. Streak can only be used within Gmail, whereas Copper may be used in a browser other than Gmail. Copper is worth a go; compare it to other platforms and you'll see how simple it is to use and how customized it can be. The ability to examine the information you have about Copper might assist your firm uncover gaps in the evolution of opportunities or specific activities. When you export data, you may additionally include custom fields for opportunities. This offers up a lot of options for your company.