Copper vs. Pipeline CRM

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.

Incentivized

It is great for managing multiple sales people and the ability to see where the company is in sales cycles. Great for our forecasting. The ability to track email opens has helped us with next steps as well.

Incentivized

• 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.
• Pricing is very competitive.

Incentivized

• Flexibility: It provides the flexibility to set it up how you want to use it. Customization is beyond what you probably want or need.
• Reporting: We were able to setup all types of reporting and tracking.
• Ease of Use: While the platform was powerful, it was always easy to use.

Incentivized

• 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 wouldn't say no areas for improvement exist, but I will say that PipelineDeals takes customer input, shared product roadmap, and supports what they have very nicely. What they provide works out-of-the-box. Improvements can always be made with respect to pre-packaged integration with 3rd party services/solutions, and with extended attributes, but you also want to avoid something that attempts to boil the ocean.

Incentivized

If we can integrate and easily export and clean all of our data such that it can be used for multiple purposes, i.e. outreach to guests, sending out newsletters to subscribers, doing research and tracking progress, we will definitely renew

Incentivized

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.

Incentivized

The user interface is simple and easy to navigate. Anyone who is overwhelmed with some of the more complicated CRM systems will definitely enjoy the simplicity of what PipelineDeals has to offer

Incentivized

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.

Incentivized

Any time I have had questions or issues that have come up I've always been able to get a quick response and a resolution to what I was needing.

Incentivized

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.

We are currently using HubSpot for one of our other companies and it has been great. The marketing integrations that come with it blow PipelineDeals out of the water. On top of that, it also has a ticketing system in it where you can tie customer issues to a customer in the CRM.

Incentivized

• 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.

Incentivized

• Visibility. Tracking and seeing our activity increased our productivity.
• Encouraging. Seeing our progress made it more encouraging to keep going when things were hard.
• Tracking ROI: Our ability to see our ROI on our marketing and sales efforts was powerful in adjusting our efforts as a company.
• Followup Efficiency: Knowing who we need to reach out to and when is very helpful when managing multiple contacts and leads.

Incentivized