The app itself has a nice set of features that is comparable to Hubspot. The HUGE jump in price from free tier to paid tier with Hubspot is what made me switch to Copper. I was happy with the features and when I was using it for my prior business I used it without issue. When I left my prior company and attempted to cancel is when everything went haywire.
The customer service is slow to respond and antagonistic. They do everything they can to make issues YOUR FAULT and little to resolve the issues. The cancelation policy requires 30 days notice. If you cancel less than 30 days from your next invoice, according to their policy that means that not only do you owe them your next invoice, you owe them the invoice after that. When you cancel, the UI is intentionally confusing and designed to prevent you from cancelling. When you complete a cancellation request, no email confirming the cancellation is generated and there is no user viewable way to confirm cancellation. I thought I had processed a cancellation back in March 2020 and noticed in Jan 2021 that I was still being billed. I assume there was some kind of hiccup in the cancellation because I was not able to login or reset my password (No account exists) but I was still showing as active in their system. I contacted customer service, they restored my account and told me I had to process a cancellation through their interface, and that then, everything would be taken care of, which I did. I mentioned that I had been erroneously charged for the past 10 months and the rep said that they would take a look at that once the cancellation was processed. Then, two days later I was charged AGAIN. When I reached out to customer service, I was forwarded to billing who was even less helpful. They cited their policy and made no apologies for the cancellation friction or the past months where there was no recorded activity and I was still being charged. Not wanting to get into a lengthy back and forth, I offered an olive branch. Just refund me the charge you just issued after I had cancelled and I'll consider the other TEN MONTHS OF ERRONEOUS BILLING AFTER CANCELLATION water under the bridge. They wrote back and said the best they could do was NOT CHARGE ME AGAIN WHICH ACCORDING TO THEIR POLICY THEY WOULD NORMALLY DO. I don't write reviews like this ever. I write only positive reviews for software I enjoy. But this experience was so ABYSMAL, ILLOGICAL, and DOWN RIGHT RUDE that I had to put it on the public record. SHAME.
The ability to create multiple pipelines, track email opens, and seamlessly integrate with G-Suite were great features. Too bad about their terrible customer service.
It's great that it connects straight into Google Workspace, that was why I originally signed up for it in the beginning.
#1 - They very shadily and unethically lock you into an annual contract despite signing up for a monthly plan. They won't provide any type of reasonable customer service or support at all when you go to cancel because the functionality and value of the system is nowhere near the high cost. Finally, they will point out that buried in their Terms of Service (!) is where you will be notified that you're actually on a contract for a full year. So at this point, I'm apparently stuck paying $500 USD for 4 months for a tool I'm no longer using that is bringing me no value because we switched to a much more powerful and affordable CRM. The way that their sign up process is mimics almost every other tech products (ex. sign up free, no credit card required, etc.) but beware... #2 - When I was getting *some* value when we were using it, it was incredibly complex and clunky to set up the connections and automations. I was constantly dealing with tech support and it ate up a lot more of my time than I expected. Again, this was nowhere near worth the high price you're paying per month for the system, especially when you compare it to so many other systems. #3 - I have honestly never dealt with a company that sets their terms in this way and then also provides such horrible customer support for someone that has invested a significant amount of money with them. Instead of trying to find a solution and providing some type of reasonable options for a resolution, just saying no and then essentially ignoring you. I truly hope they make their terms, support and sign up practices more clear because as you can see from the reviews, I'm not the only one who's been duped and had issues with this. Unforunately, it seems like they say they do, but continue to operate the same. Please go choose a different CRM, you'll be much happier and have more money in your bank.
No benefit.
Some quotes from my team: - "Now I feel like working!" - "Finally we cleared up all this mess" - "Whoa, I can't even ... , damn, this is good!" Our search is finally over. After trying all CRMs from the big league I realized one simple but critical strong point Prosperworks has and others don't - "it feels like using it". PW has an EXTREMELY intuitive interface and cool design (they didn't drop the ball with the features - don't worry). This CRM is built by young and smart people who understand what a small startup business is. My team has fallen in love with PW and update it every day with the same passion they update their own beloved FB pages. What could be more important for a business? I know it sounds corny, but the true is that the most sophisticated tools are useless if your team doesn't use them. All these features packed CRMs are good for the huge companies with a clear separation between sales and ops (like investment banks). If you have 300 sales and 50 back-office ops girls for data entry you might be ok with pretty much every CRM (The Mighty S, The Big Z, you name it), but if your team is young, impatient and active outside the office these CRMs will become your coffin. As a manager you will end up feeding your CRM beast yourself and barking on your colleagues when they don't log their activities. After trying other CRMs I found them actually demoralizing for my team and we almost decided not to use any CRM at all and stick with "Asana+Google Apps" simple combination (which is, I believe, the best start for a small sales team which needs to learn how to work together before jumping into a complex CRM solution). To summarize: - Outstanding interface; - Google integration; - Google Chrome plugin (amazing!) - Inline editing. You won't have to click-save-click-save...; - Your team will start using it on the first day without being told to; - This CRM is designed to push your team forward, not to be pulled; - Great mobile application; - Friendly and helpful support;
There are some minor things: - Some lack of flexibility on the dashboard; I would prefer customizing the modules myself; - No push notifications and activity stream on the mobile application (should be released soon); - No built-in "email box" and emails templates;
This CRM gives us full transparency and control over every part of our business.
It has good features that are comparable to the free version of other CRMs
Copper is very expensive. If you can stomach the sticker price, read the fine print. Once you pay your annual fee, they will not refund an unused portion of the year if you cancel. They will not refund the balance if you downgrade. They will only NOT charge you for a year if you give 60 days notice prior to the end of the year. I find this to be an abhorrent business practice that calls the integrity of the entire business into question.
It's an adquate CRM solution. About as good as the free version of their competitors, at a vastly greater price.
ProsperWorks is exactly what I needed. I'm in start up mode as an independent profit growth specialist serving gyms and fitness businesses in the New Zealand fitness industry. One of my first priorities in starting my company was deciding on the right CRM. My brief was simple. I needed a smart, simple, intuitive, and easy-to-use CRM product to help me stay organised and capitalise on every opportunity to convert more sales. It couldn't be too tech, and I didn't have time to go through an extensive learning curve to use it. My search gave me several options including CRM software that I had used in the past. After reviewing several options, I decided that the integration with Google was a compelling reason for me to go with the ProsperWorks 14 day trial. I immediately saw the benefits and I really liked that ProsperWorks actually works entirely with my Google for work accounts. I closed two sales within 10 days of the trial and was pleasantly surprised to get a support call during the trial period. They set up a webinar to demonstrate how to get more value from the product and that gave me a level of comfort to proceed with ProsperWorks. From a support standpoint, plus the ease of use and the price point, it ticked all the boxes for me. If you're a small independent consultant looking for a cost effective, easy to use CRM that's built within Google, look no further than ProsperWorks. I have two clients ready to commit to it for their businesses from my recommendation.
So far, so good. I don't have anything to add here.
Staying on top of my sales opportunities and keeping in touch with my current clients. Being a new start up, I need to get sales now, and ProsperWorks helps me to do that better. I really like that it integrates with Google work accounts.
Simplicity combined with robustness. The UI is clear and organized, yet the tool itself is robust in functionality. The integration with G-suite is also an incredible value-add for any team where gmail is the standard.
I have no negative feedback about the tool.
The integration with Gmail helps our remote team (people all over the country) stay organized on all communication with any client. This decreases organizational inefficiency and increases our customer service.
Copper is a simple way to maintain my contacts. The leads pipeline and dashboard was useful as well.
The UI is a bit lackluster, I found most of my time was spent in sidebars rather than utilizing the full screen. The new projects feature is very basic, but it's there if you need it. The billing support is also very poor. They are quick to respond to take your money but if you want a refund then they will just stop replying. Also they have a 30 day cancellation policy, meaning if you cancel November 2nd. Not only with they charge you for November but also December! And no way to cancel, they hold your money and I had to open a dispute with my bank. The lowest tier plan ($24/u/mo) does not offer ANY integration, I found it very frustrating that other free apps I use can hook into Copper but you go to the Copper API settings and it tells you to upgrade. The prices are also raising in January, Copper is a very money hungry business.
The dashboard with reminders to keep in touch with contacts is nice, but almost all CRMs do that now. I did not find Copper to be worth the money
Not bad looking. Good documentation. Simple enough interface.
This is very manual, labor-intensive bit of software that is expensive for what it is. There isn't much value add here vs just a notepad. And gmail + calendar + a free tool called Todoist more than took care of my needs. Not only did it not add much value, there were a bunch of bugs and annoyances with Copper CRM that actively detracted from my life. A senselessly repeating 'copper' icon that blew up some of my gmail windows to infinite scroll, a buggy API to my drip marketing campaign tool that added friction and manual work, and an annoying popup notifcation every single time someone reads an email, without any intuitive way of turning it off. I made a mistake buying this. But the fee is billed annually and once you buy it, you can't get a refund even if you never use it. I asked customer support explaining that I'm a startup and hoping they would make an exception, only to not get so much as the courtesy of a reply. Wish I didn't buy this; but live and learn. Won't be making that mistake again.
No real value add. If anything, through the problems it created, it actively detracted value from my life instead of adding.