Avis clients sur Copper

Logiciel de suivi commercial

Avantages :

très facile à utiliser avec une gestion intuitive de l'interface

Inconvénients :

Juste une limitation d'intégration avec certains outils d'autorisation

Meuilleur CRM rapport qualité-prix

Avantages :

Pour moi le meuilleur CMR. Très facile d'utilisateur et l'interface utilisateur est très intuitive et la gestion des leads est très faile

Inconvénients :

Durant ces années d'utilisation, je n'ai pas trouvé de probléme mageur sur ce logiciel juste que l'intégration est un peu limité à certains outil d'automatisation

Logiciels CRM

Avantages :

Pour moi, c'est le meilleur CRM. Très convivial, avec une interface utilisateur intuitive et une gestion des leads facile.

Inconvénients :

Je n'ai rencontré aucun problème majeur avec ce logiciel, juste une limitation d'intégration avec certains outils d'automatisation.

Logiciel de gestion immobilière

Avantages :

Ce logiciel facilite la gestion des contacts, la gestion des leads,le suivi des ventes, l'activation des ventes, l'accélération des ventes, l'automatisation des forces de ventes et facilite également la publicité.

Inconvénients :

Ce logiciel ne regorge aucun inconvénients car son utilisation est très appropriée aux utilisateurs.

pascal leonet

Avantages :

extraction des donnees filtres intuitifs et ergonomie top

Inconvénients :

beug et probleme de traduction des items anglais francais

Good, well-balanced small business CRM

Avantages :

Copper is feature-rich and did everything we wanted it to do to manage sales at a relatively large website. We used Copper to manage leads, convert them to opportunities, track payments, and fulfill our clients' orders. We also set up integrations with Slack and Google Forms, which made it much easier for clients to reach out and for us to track progress and discuss projects in a single tool (Slack).

Inconvénients :

Pricing could be more competitive, but compared to Salesforce, it's probably not bad at all.

The CRM for sales team on Gsuite

Commentaires : I've used a lot of CRMs, from Salesforce to Pipedrive. Copper is hands down the best. Easy to use, easy for the team to adopt but still very powerful under the hood.

Avantages :

Automated data entry. Pre-populates a lot of my contacts data so adding new leads is a simple point and click. The gmail integration is amazing. I can get a clear picture of my entire relationship from where I work - gmail. Im really starting loving the workflow automations and cool calculated fields I can make now.

Inconvénients :

I'd like to see a better native integration with an email automation software

Copper Review

Commentaires : It has been great so far. Everything is straight forward and I enjoy the compatibility with Google

Avantages :

Its simple to use and has all the information that we need

Inconvénients :

There are some functionality I wish to see from copper like being able to export the Pipeline Records

Pipeline let's go

Commentaires : Overall experience it's positive. Of course there are more features that I need to explore. I will do that when I upgrade my version.

Avantages :

You have a great user design and it's super easy to get things done.

Inconvénients :

Pipeline. I think there a lot of things to improve there. I don't if I make a comment on the company pipeline that comment does not appear on the company profile as well.

Exceptional Experience with Copper CRM!

Commentaires : I've had a great experience with Copper. Their support team is helpful and always strives to find the best solutions

Avantages :

I like Copper because it integrates seamlessly with Google Workspace. It's user-friendly, quick to set up, and automates repetitive tasks and workflows. Additionally, fields and reports are easily customizable.

Inconvénients :

One limitation is that not all fields can be included in reports. This can be frustrating for users who need comprehensive reporting capabilities, as it restricts the ability to analyze and gain insights from all available data. Users might have to find workarounds or use additional tools to obtain the full scope of their data analysis needs.

Basic CRM, looking for automated workflows, look elsewhere!

Commentaires : Copper is our CRM and is only used for our sales team. Our products are a mobile app and website that generate leads that go into Copper in which our sales team is able to qualify and view all communication with prospects and move them along the appropriate pipeline. One of the main problems that Copper solves for us is integrating with Slack and their mobile app to update us real-time of new leads. Also, a nice feature of Copper is their integration with G Suite (since Copper is a Google Product), that keeps track of all communication with each prospect. From a more technical perspective, Copper has a quite robust API that allows us to connect our mobile app attribution platform, Slack, PostgresSQL, and chatbot Intercom.

Avantages :

One of the main benefits of Copper is real-time reports. We are able to breakdown won and lost revenue amongst our sales team and also account for projected sales revenue based on the opportunities in the pipeline and the expected close rate of those opportunities. Copper has automated actions that allow us to move prospects through pipelines effectively. We set automated reminders and tasks for opportunities based on their pipeline and stage within the pipeline. These reminders and tasks are also emailed and sent as a push notification to each respective lead owner.Copper has automated actions that allow us to move prospects through pipelines effectively. We set automated reminders and tasks for opportunities based on their pipeline and stage within the pipeline. These reminders and tasks are also emailed and sent as a push notification to each respective lead owner. We are a big fan of the Copper newsletters. They provide a clear roadmap of what to expect from them from a product development standpoint and what to expect next. Their emails are easy to digest, and optimized for mobile. Also, they ask for user input that has been integrated into their roadmap.

Inconvénients :

While Copper has a quite robust API, they do not have any webhook receiver URLs. In order to effectively communicate data between Copper and another platform is through a paid Zapier account or Tray.io. Automated actions are nice, but the work flow automations are extremely limited. We are not able to send users automated emails, push notifications when they enter a new stage of a pipeline. More direct integrations with messaging services - transactional + marketing email services, push notification platforms, chat services.

Work without copper would be messy

Commentaires : I appreciate the use of Copper in my every day work load. It makes my day to day tasks more organized and work flow more smooth.

Avantages :

My use of Copper for work, allows me to stay organized with keeping track of where I am with my leads and tasks. It helps me be more time efficient as well.

Inconvénients :

I like that copper provides email tracking and link click tracking. I wish my company would upgrade to this link tracking feature.

Best CRM I’ve come across!

Commentaires : Overall I think it’s very user friendly and I love that the app is also very convenient to use. Helps it’s stay organized on the go as well. It also very rarely crashes. I would say it has crashed twice in the 4+ years I’ve been using it.

Avantages :

I love that we are able to track everything related to a specific client. Every email, text, phone calls, task, state a case is in, etc. You can also make calls straight from the mobile copper app! So convenient. The administrator is able to customize the contacts to include what is necessary for their type of business. It also shows when some created a task, assigned a task, completed it.

Inconvénients :

The only issue I can complain about is not about Copper itself but about the extension I have installed to chrome. I love that I can sync/relate emails to copper contacts so that all correspondence related to a contact shows up on that individuals copper—especially since we receive emails from courts, prosecutors, etc. and it’s helpful to sort the emails to the correct contact in copper. My main complaint is that once you “relate” an email to copper, you can’t unrelate it. Since we have hundreds of active cases at a time and we receive hundreds of emails daily, it’s easy to accidentally relate it to the wrong person. The only fix I’ve found is that you can delete the email in the copper contact feed (it does not delete it from Gmail) but it does leave a block in the feed that says “this email was deleted” which of course doesn’t look good. Really wish there was a way to unrelate emails altogether.

Copper CRM review

Commentaires : Pleased so far but they need to put more into development of features

Avantages :

It's cost effective and much cheaper than the alternatives

Inconvénients :

The livechat feature isn't live. It takes a few hours to get a response

Really love it!

Commentaires : Really great. Easy to use and super intuitive

Avantages :

- How easy it is to learn. I use google for everything else so this was a breeze to learn

Inconvénients :

- Not much at the moment, nothing I don't like about it

Copper CRM is Way Better than other CRM software I've tried -- and I've tried many.

Commentaires : With me now using Copper CRM, I've found that I can make about 20% more connections during a day because the software is so logically laid out and easy to use. It keeps all the information I need right where it would logically be located. So Copper has saved me time and made me more productive -- and it surprised me.

Avantages :

Copper is well designed, and very easy to use. It is logical and well laid out. I've tested 7 other products before Copper and they all were too cumbersome and hard to run.

Inconvénients :

I don't like having to retype the same address information into the program for a "Person" who I am Adding to a Company that already has that address information in it. There should be a pop-up that asks "Use same address as "Company Name?"

Sales for Organic Maple Syrup

Commentaires : Great tool for the price and for a team.

Avantages :

A very essential tool, pretty easy to use for Sales CRM.

Inconvénients :

Lots of features are not needed for the basic sale of a grocery product. Would like to link a People of a Company to be the Companies Primary Contact. so there is only one entry for that in the Company. Wish saved files could be viewed and not just downloaded.

Easy, Powerful CRM

Commentaires : If you are using Google Workspace, this is the simplest and most powerful way to manage your customers.

Avantages :

Copper lets me do everything within Chrome--creating contacts, opportunities and tasks; following up with leads; tracking projects; searching for all of the above. It has saved time, built efficiency, and boosted our revenue.

Inconvénients :

Customized fields aren't "smart." That is the only thing I can think of!

Copper

Commentaires : Copper has cut down dramatically on administration data entry try which allows for our staff to communicate with our prospects more frequently, which in return is bringing in more business for the company.

Avantages :

Copper has helped our company tremendously in regarding to time spent updating our CRM systems. We use to have to add all emails to the system, Copper automatically adds all the emails which has cut down on our administration time dramatically. It will also pull contact information for the internet, which also helps cut down time so the time can be spent elsewhere. Another favorite feature is being able to view the contact file in gmail when an email from that specific person comes in.

Inconvénients :

We wish that when adding notes into copper, there was more flexibility in regards to changing the color of the font or being able to highlight something within the note. Also, sometimes we have an individual in the system with more than one company but Copper doesn't allow you to add duplicate emails to multiple files.

Highly recommended

Avantages :

Easy to use, great customer support, I would recommend this for any sales business

Inconvénients :

I sue this on a daily basis and have become very fond of the product. I cant think of any cons about this CRM

Maximizing My Productivity and Sales.

Commentaires : Being able to view and update customer information without leaving Gmail is incredibly convenient and efficient.

Avantages :

It is extremely intuitive and easy to use. I didn't have to invest hours learning how to use new software, this is great.

Inconvénients :

What I liked least about the system is that despite its excellent integration, it can sometimes be less customizable than others on the market.

A must-have CRM tool

Commentaires : Copper has been a very useful tool for our company as it has allowed us to have a more efficient and organized customer follow-up, which has resulted in increased productivity and better collaboration among my team.

Avantages :

The best thing about Copper is its seamless integration with Gmail email. I can automatically add emailing contacts to my account and see the entire history of past interactions with a customer in one place. I also love how I can add notes and reminders to each contact to follow up in a timely manner.

Inconvénients :

sometimes the search for contacts can be a bit slow. However, this is not a big problem and does not significantly affect the overall user experience.

Using Copper as a Real Estate EA

Commentaires : Awesome!

Avantages :

I like that we can access the software via mobile device and easily navigate. We have an option to customize contact type, details or information as needed. We can filter our leads and track them in a pipeline. We even have an option to export our data and easily track them in a sheet. The UI is very friendly and easy to use.

Inconvénients :

Setting up drip campaigns, sequence emails can be quite difficult for beginners. At first, the integrations confused me but the customer support representatives are very attentive and helpful.

Copper for Small Business

Commentaires : I like Copper, it is easy to use and integrated with Gmail. Cloud base allows use any place in the world. Accounts and analysts (people who do nothing but watch what I do) love looking at my copper but hate putting information in system.

Avantages :

1. Organizes leads, people, and anything for sales. 2. sends reminder emails about presentation or phone call. 3. cloud based, can be done anywhere 4. Task managment 5. easy input with enough infomration on clients. Sometimes find info on leads online.

Inconvénients :

1. Can't same attachments for emails. 2. Does not integrate with LinkedIn (App for LinkedIn mixing is terrible). 3. Not enough time to use because focoused on other things for small busines.

OK product. TERRIBLE customer service. DECEPTIVE cancellation policy

Commentaires : OK product. Terrible company to do business with. Avoid.

Avantages :

Attractive, easy to use, with good G-Suite integration.

Inconvénients :

Labyrinthian cancellation process with UI designed to lead users as far away from a successful cancellation as possible. No confirmations of cancellation in UI or emailed. No user viewable record of cancellation. I was billed for 10 months after I thought I cancelled. When I tried to login after noticing the charges, I was unable to even after attempting to reset my password (No user exists). I explained the situation to customer service and they reset my account and told me they weren't able to discuss refunds for the past 10 months until I processed another cancellation on my reset account. I did so and was billed AGAIN two days later. When I contact customer service, they said that per their policy, not only was that charge valid, but that I would be charged AGAIN next month before charges stopped. When I asked about a refund for the past 10 months, they said that I should have cancelled and when I said that I did, they said prove it. I told them that their system does not generate cancellation emails and they said that per company policy, they would provide no refunds without proof of cancellation. PROOF THAT DOESNT EXIST BECAUSE THERE IS NO RECORD OF CANCELLATION EMAILED TO YOU OR AVAILABLE IN THE APP.