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.
Pipedrive's lead management features are top-notch, particularly the ability to automate email correspondence and receive alerts when necessary. It has an excellent pipeline, opportunity management, and sales automation without coding: —Exceptional cost-effectiveness. —User-friendliness. —Usability. —Top-notch search filter. However, its speed could be increased because adding new actions requires numerous taps and swipes.
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.
Great visual visibility of the funnel plus easy to drag the deals across the stages
The email integration that collects all relevant communication (also through the possibility of adding a deal-specific Pipedrive address on BCC)
The integration with Pandadoc, which we use a lot, so that Pipedrive keeps a really handy overview of the documents we have sent out / which have been signed
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
Showing the customers name on the pipeline page. Right now I can only get it to show the brand name twice. I wish it would replace the second brand name with the main point of contact.
Better reporting tools. Their reporting tools are not easy to pick up. I've spent time trying to figure it out and it isn't something I can pick up on quickly.
Better training options. I wish I had a personal trainer to walk me through the best way to use Pipedrive so I can get the most out of it.
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.
There is a learning curve that caused a slow adoption but overall the UI looks great and the support is helpful when there is an issue that you need to be addressed. The marketplace integrations (developed by Pipedrive) could definitely use some work as they're not as seamless as we'd hoped for!
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.
Between quick video tutorials and having very quick feedback from their support teams, it is one of the main reasons I would recommend Pipedrive. It is critical, especially when setting up the platform to meet your companies needs, that a solid support team like Pipedrive has is there to make the transition easier.
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.
The reporting tools with Pipedrive are immensely more advanced and customizable than Clio Grow. We are able to adjust and tweak the reports to make sense for our firm specifically whereas with Clio Grow, you were sort of stuck with the default reports. Pipedrive beats Clio Grow hands down.
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.
Great on setup which made our work easier and less technically equipped people can manage a lot of things(compared to SalesForce where you need to hire a developer to set it up)
We were able to integrate our calling system easily and get things going on the lead calling aspect.
Great multipipeline option where we were able to manage both organisations under one roof.
