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Prosperwork is a CRM, which works in the cloud, which allows improving the sales management of any company. Among the most brilliant features is the complete merger with the Google Suite, but that articulation does not stop there, it also has the option of integrating with other web tools such as MailChimp, on cloud solution for handling email marketing campaigns, which makes an essential support tool for the work of our marketing department.

It also offers synchronization with Dropbox, which makes it easy to transfer information through the tool.

Due to being a solution on cloud, you can follow up, in real time, the work of the sales department. Contributing to the making of early decisions, avoiding the deviation from the goal proposed by our board.

We are very satisfied with the solution presented by this software, to the point of not having found ourselves before anything we want to do and can not do it in the tool.

Although it is intuitive, it can be a bit confusing to use in the first few changes. Then, everything flows with a lot of precision and speed. The main reason for this situation is the large number of options and configurations that can be made in Prosperwork.

Copper is a fantastic CRM for startups leveraging Gmail that want seamless integration and an intuitive UI. Pricing is affordable in early plans, enabling startups to leverage Copper in their earliest days.

The brand needs a revamp – there are so many muted color, bland CRM tools. Copper *feels* like a fresher experience, and I wish their brand matched that new feeling.

Interface is OK but needs improvement. The app was convenient, but needs a better dashboard.

High cost, lack of customization and features. Have to submit tickets for any help. Lack of training videos.

Easy to get started. Easy to import. Easy to learn with good documentation.

Not being able to have an attachment to a group email. No SMS tracking. Appointment reminders are email. There has to be a better way. It is pretty expensive when you add in the cost of gSuite, per seat.

I love being able to read my teammates emails to our clients so when I speak to that client, I can see what was said or offered or attached. Then we are a united front in communication with no extra time spent.

I haven't experienced anything yet that I don't like.

Google Integration is what I liked the most!
I used to love proper works then it became Copper.

Taking away customer service is a major Blunder!!!!

Don't do business with copper unless you have plenty of time to waste hours of your life and cost you and your business tons of money in wasted production time.........

Which dumb-ass executive wakes up one day and takes away customer service!!!

Are you that ignorant that you believe your bot works????

The UI is very easy to use and I like the fact that it tracks emails and you can see when customers open the emails. I like that you can log notes and also that it integrates with PandaDoc and MailChimp.

I feel like the speed of the sync could be improved.

I was sold by the "built for Google" tagline, and it delivers. Copper is deeply integrated with Google Workspace and it makes several workflows so efficient, especially the integrations with email, calendar and drive.

There are no important downsides, really. The CRM is just effective. Some other products integrates nice bells and whistles, you won't find many in Copper... but do you need them?

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.

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

What we liked most is how seamlessly this works with GSuite. We are a small non-profit consulting team and we needed software that didn't require a large learning curve. What we found were useful integrations right in our inbox where we do most of our work.

Being a small team with one member who uses technology daily and the other who doesn't means the advanced features are critical to making it work. While the workflow automation and task automation are available they is a steep learning curve for those who don't grasp basic coding principles.

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

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.

This CRM is easy to use and love how well it works with Google Workspaces and how I can use copper from my google calendar or Gmail when getting new contacts in my system. I love how easy it is to customize this CRM to fit my business needs and tracking my sales with ease.

It is a little costly to share access with other users. But I know it will be worth in the long run.
I suggest waiting to get yourself onboarded with this software, customize it, and get it ready to train other users on and have their purpose for using the CRM clearly outlined.

Embedded 100% with G Suite, integration with many other solutions - easy to use.

Not linked (embedded) with Google chat and Google Voice. Would be a nice feature.

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.

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.

What I like most about Copper is its built-in connectivity to all things Google. Auto-logging calendared events, easily adding files to records from our Google Drive, using the Copper add-on to easily push data out to Google Sheets and then Google Data Studio...it's great.

I believe Copper needs to focus on tightening up existing features before rolling out new features to compete with other platforms. There's a delicate balance between building new things and maintaining what already exists and I feel that sometimes their focus is too dedicated towards building new.

The flexibility the software offers through customization and its automated workflows make both your job as an admin, and your everyday user's lives so much easier. It's also so incredibly easy to learn even on the higher technical end it isn't challenging.

A number of the support articles are very outdated, especially in regards to the various integrations you can make, but reaching out to support usually fixes this.

I like the robust feature set that ProsperWorks CRM offers. The ability for the application to "scrape" emails from the interactions with each client is a big plus, too. It's relatively easy-to-use for early to mid adopters and the learning curve for a deployment is minor assuming most the people in the organization are somewhat savvy with web-based applications. I'm a manager of an outside sales environment so the amount of administrative control and the ability to assign roles to specific reps is helpful. I can set it up where each rep sees their own activity and not the activity of others. The app version of the software for iOS and Android is awesome as well. Very robust. You can enter info on the fly using your smart phone and it's all waiting for you when you open your laptop! It's a must for anyone doing territory sales.

The biggest negative to me is the fact that when ProsperWorks tries to scrape the actual contact data, it's incomplete or inaccurate and needs to be completed or fixed. Any other complaint is relatively minor and can probably be overcome with some more training. Also, my company uses the enterprise version of Quickbooks and apparently, ProsperWorks only integrates with the web-based version. It would be nice if that option would be made available in the future.

The Gmail integration is vital in so many ways, including record-keeping, recalling information, setting reminders for follow-ups and organizing project-related information. It's also highly intuitive. Although there are a number of self-paced and personal training opportunities, a relatively tech savvy individual should be able to navigate it with little trouble. It also includes a capability to keep your leads separate from your actual customers, while also moving them through a pipeline that you design. The Opportunities feature does the same thing, allowing you to visually track where any sales are and analyze any snags in your process.

There are some tricks to setting up the system, but ProsperWorks support is very clear in giving new clients the proper order of operations. If you follow the onboarding steps, you'll be successful.

Relatively inexpensive.
Straight forward to use.
Customer support is excellent.
It has extensions to a good pool of add-ons.
It uses pre-existing things like Google Calendar rather than re-inventing them.

It sits on Google's G Suite so you have to buy that also.
It has extensions to things you have to pay for (versus free ones).
Has some quirks (below).
Has a lot of sales stuff (projections, staff etc) we do not need.

Copper was easy to use and get started with. It was great having it as a way to manage accounts and coordinate across my team and major step up from our previous tool.

Customer service was not good. Lots of minor feature additions would've made a big impact, but we also didn't get much support so many we just weren't optimizing the product.

Without Copper i would be loosing so much hair, that i would be bald of the amount of stress consumption i get to account all my Leads & Opportunities.

nothing

I love that I can integrate with google and a lot of other 3rd part apps.
Also having the cell phone app is key

I have not run into a lot of issues using copper

If Google is your email service then Copper is the best CRM System.

Tagging cross contacts. I have investors and borrowers, and the ability to take what my investor says on the file and cross it over to the borrower's file would be nine.

This is a super intuitive, easy to implement system. It is super customizable and have allowed our remote team to work more efficiently and effectively.

The "read receipt" feature is not super reliable. I wish they would deactivate this feature until the tech has caught up with this idea.