Copper

What differentiates Copper from other similar products?

Copper keeps me organized throughout the day and keeps track of all my meetings and interactions during my hectic work schedule. It's simpler to keep track of existing clients, leads and collaborations/partnerships with Cpper, it's simple to take notes on client conversations and set follow-up tasks that sync with my calendar; and all of my deadlines are there on my calendar.

What is your favorite aspect of this product?

Copper keeps me organized and helps me run effectively, throughout my highly hectic day, it keeps me up to speed on all of my lead opportunities and connections, i appreciate how well it works with Google Workspaces, this has been an incredible experience for me because I am always using Gmail, GDrive and GCalendar, Copper is definitely the best CRM software that I have ever worked with.

What do you dislike most about this product?

When you make a task and accidentally tag the wrong firm, there is no option to amend it; you must remove the job and start a new one, which is wasteful and frustrating. All of the email reminders regarding ongoing chores, as well as the inability to use an external dialing service to make a call.

What recommendations would you give to someone considering this product?

If you're searching for a CRM that can help you keep organized and go through your day smoothly, I definitely suggest Copper. Take the time to check that this program is compatible with your internal processes and demands. Then spend some time configuring Copper and customizing it to your liking, before transferring things from your existing CRM, it will be lot easier to modify it.

What differentiates Copper from other similar products?

Using an Excel spreadsheet i attempted to keep track of clients, i rapidly felt overwhelmed by the amount of data and had no means of keeping track of anything. I wanted to concentrate on my new profession rather than fight to learn a new approach to monitor leads and chances. The key issue I'm trying to solve with Copper is tracking incoming leads and how they move through the sales pipeline until the transaction is closed.

What is your favorite aspect of this product?

I love how easy it is to connect Copper to Gmail. I start the morning with Gmail and easily add leads and opportunities directly from Gmail. I haven't tried other platforms, but Copper's learning curve was minimal. My favorite is the Kanban board format, which can be individually defined and configured, with the ability to move leads at different stages of the sales pipeline.

What do you dislike most about this product?

Because there are so many areas and it might be difficult to fill out the full mask, the way leads (the list) are set up should be made more user-friendly. Also, altering the lead might be perplexing at times. The perspectives fluctuate based on the platform. I enjoy how it appears on an iPad and I'd like the display to be constant throughout my PC and iOS devices.

What recommendations would you give to someone considering this product?

A simple and highly flexible CRM platform, it's easy to customize and may not be as robust as other platforms but that's it, use the tool to find your own workflow, it may be overwhelming at first but it will be easier.

What differentiates Copper from other similar products?

Sync your emails and add people with whom you already exchange emails. It records all interactions as well as the most recent engagement you have with a contact or lead. Using copper has been quite simple and has provided us with a tremendous sigh of relief. I record emails, phone conversations, and assignments assigned to each of the accounts I oversee. The ability to simply link with Gmail has also proven really beneficial, i can easily add additional team members to any account, rapidly assign touchpoints and schedule meetings.

What is your favorite aspect of this product?

You may automatically sync your emails and add them as contacts, it takes no time to generate, update, or add new agreements to the pipeline. It is highly intuitive and requires little manual labor. The ease navigation and interaction with other systems, as well as the user-friendly interface. We were able to convert a large amount of data from our several spreadsheets to Copper, saving us a significant amount of time and effort. We were quite glad to have made the transition because all of our information was uploaded, sorted, and allocated to each team member within a few days.

What do you dislike most about this product?

It's tough to distinguish between contacts that were automatically added and those that are genuinely leads that need to be added to the pipeline. In terms of how and where it is located within the Copper, the phone call function isn't optimal. It would be simpler to view and use the various functionalities it provides if it could be placed in its own window or in the sidebar. It would be very beneficial and attractive to the eye if you could modify the theme or order other layouts. We have business colors that we would want to use, and it would be fantastic if we could do so inside the Copper.

What recommendations would you give to someone considering this product?

Copper is extremely user-friendly, it quickly interacts with your Gmail account and automatically records progress and discussions with your leads. Copper is a wonderful answer for any CRM troubles you may have had in the past because to its ease of setup and interaction with other systems and applications.