Copperの評判・口コミ 全1件

What do you dislike about the product?

The software still needs more API to connect to other platforms using Microsoft suite

What do you like best about the product?

Great CRM Software, very user friendly, easy to customize, can add as many as custom fields and can cross-reference many different fields, as a Real Estate Broker managing a team of 5 people it becomes extremely easy to customize the pipeline, track communication

What do you dislike about the product?

If I open a new tab and start typing in the search bar it bumps me down to the nearest text box (log an activity/note most of the time). Copper can't keep up with me in this regard and I wish it could.

The "plus" sign next to "files" in leads/people/opportunities/companies has disappeared. You can still click where it should be and it will function the same, but it is confusing for new users.

Copper doesn't always recognize duplicate leads/people, which is often annoying.

Again, these are nitpicky items but thought I should bring them up.

What do you like best about the product?

Tracks leads and opportunities efficiently. Allows you to set tasks accordingly, and set automated tasks based on the stage of each lead/opportunity. Access to invoices and files is quick, easy and convenient. Navigation moves quickly for the most part.

What do you dislike about the product?

They tend to provide more live person support within the pre-sales process of your account. Basically answering questions live with a sales person. The people are super knowledgeable, which is fantastic! However, after the sale, they are pretty much gone and on to the next account. The support from there is more of a submit a ticket (at best), otherwise using tutorials via their website. I believe there is a "partner community" as well, but I've never really liked to rely on those myself, for product support. It would be great if they had a small dedicated support team to answer questions live and also shawdow into your account to help you do things. Even if you had to pay for this service (one time or additional as a monthly premium), would be great!

What do you like best about the product?

Copper allows you to fully customize your CRM, with additional fields, drop-downs, etc. Additionally, it is so easy to add these fields "on the fly". You might have thought your CRM was "perfectly set up", only to find out there is another triggering quality or metric you want to track on each account. You can go in and edit your entire CRM to include this new metric and use it immediately.

What do you dislike about the product?

This is a minor gripe that I have found easy to work around. We have so many long-lead sales opportunities going on at a given time that it's easy to lose track of everything, simply because only so much fits on the screen in a pipeline. If we were a company that had quicker client conversion it'd be different, but we often have projects that take over a year to close because we do high-level marketing with several moving parts.

What do you like best about the product?

It's the best system I've found for keeping leads organized, while also giving background info on them to colleagues so we know where to help each other with closing.