Copper has helped me extensively keep track of not only my own but my company's workflow. With so many projects and quotes to track, it has become essential to keep me on task and not miss any of our goals. It has been a perfect fit with our specific workflow, but I don't think it has the customizability just yet to be a perfect fit for every company out there.
[Nimble] has been the best platform for us to manage contacts and information from the contacts. Great dashboard, fast UI, and complete package with all features helping us a lot. I would definitely recommend this software to other businesses to have this in their ecosystem to be more productive.
The Google integration and Chrome extension automatically tracks and updates prospect and lead activity in the CRM. Data entry is simplified.
Copper is a very user-friendly CRM with the ability to create custom fields, multiple pipelines, sales stages, etc. It is truly customizable and far less complex than other CRMs I have used in the past.
Copper makes it simple to add leads manually, through Gmail or using a template and uploading a large list.
Great support. We are very happy with our account management team and they strive to make sure we are getting the most out of the platform.
Window change: for mobile - when you tap on a card from a pipeline it takes you to the lead’s basic info. I wish it would immediately just open all activities so I can quick see notes
I usually use Copper on the go. When you open the Copper app, it immediately opens a collab window. I wish it had some sort of easy dashboard….plus a notes area. I open Copper on mobile to quickly search for someone’s name or to take quick notes from a sales meeting
I dont like the functionality aspect of how one of the controllers is always on standby, they dont load balance, meaning you can be on the same controller for the life of the appliance
The 4.x firmware was pretty buggy and it gave off a lot of temp alarms
It's truly a great system if you get it for the right reasons. Don't expect it to do everything a mid market organization would require but for any small business or mid to large organizations which would like to integrate to it for the social insights capabilities this is a leading solution which can add value immediately
I would rate Copper overall usability as a 10. It is easy to use. I am not extremely computer friendly so I needed to find something that would fit what I can do. Copper definitely fit the bill. I would highly recommend it to anyone of any level of computer knowledge.
The platform has more advantages and positives as compared to challenges or negatives in comparison to other comparable products and platforms available in the marketplace. It was extremely easy to get started with the initial deployment which makes the choice much clearer. Finally its tight integration not just with Microsoft O365 suite, but also with [the] most popular social media platforms available makes it a very favorable platform in its domain.
It has been so far so good, they have been quick to respond to queries, and do follow up as well. But then again this is a work in progress and I guess they would not have a solution to every problem every posed to them right away. Hence I will refrain from making any judgments.
Nimble customer service is enjoyable. With great patience, they work tirelessly to help their customers. It was highly beneficial to employees to have access to remote support sessions. We decided to get in touch with them to learn more about any previously mentioned features. Because of this, Nimble has a strong foundation. I think it's a fantastic option.
In all fairness, other CRM tools I have used were set up by a corporate IT person who knew much more than I do about programming. Therefore, those were easy to use and had the features I expected them to have. Whereas I, with minimal IT experience, set up Copper by myself. It works very well for what we do, so it is a very user-friendly program.
I cannot regard Salesforce as a perfect tool for CRM. I found Salesforce lacks many important features that we were looking for. Moreover, [the] email marketing feature of Salesforce wasn’t working well and I didn’t like that feature. But on the other side, the email marketing feature of Nimble works excellently and Nimble is a complete package for CRM.
The ability to nurture abandoned prospects via Sequences has proven to be a great tool for our Business Development Team. Rather than leaving the nurturing to Marketing, the BD Team is able to play a more active role in reviving abandoned Opportunities with a higher potential for conversion to clients.
Probably the biggest positive impact Copper has had for our company is its ability to export to Sheets. As a financial services company, we live inside of spreadsheets and are constantly crunching numbers. Being able to pull important data out of Copper and into a tool like sheets has allowed us to create a robust series of charts and metrics enabling us to tweak our performance for the better.
The biggest negative impact Copper has had on our overall business might be in the inability to track interactions between members of our company that don't have Copper licenses. While we don't need every member of our company to use all of the features within the CRM platform, the lack of email tracking for all people within our company causes the interaction counts for prospects/clients to be skewed and not reflect the true count of total interactions.
As the investment made with nimble is only 15 dollars per month, it is easy to return it and double profits in a short time, but this is totally relative to the number of people that are working on the platform account.
Based on the above, it is easy to deduce that nimble is a little better suited to small businesses that require a smaller number of sellers, since it does not ensure that all sellers can cover their quota.
