Marg Copper (ProsperWorks CRM)

I like the idea behind the app, the close connection between sales and tasks and the gmail plugin.

1. Support is terrible. They use zendesk for their support and the people reading the support tickets seem to struggle with helping. Here are a few examples:

a: We changed our domain name. All we needed to do was update our usernames to have the new domain on them. THEY COULD NOT DO THIS. I had to request this change - literally just updating our email addresses - 3 TIMES before somebody finally said it could be done. The first two people just said that it was impossible. The third person said it was do-able but it required adding additional users, and deleting old users, which unassigned all the work.

Is it that hard to update a database?

b. When one user made changes to the opportunity stages, we lost several opportunities even though the software claimed that opportunities would just be moved to adjacent stages. What's the point of sales software that loses track of opportunities?? When I reached out to support they said: "Unfortunately, there is no way for us to recover any deleted records in your account if this is already been accidentally or intentionally deleted by someone. [in other words, this is all your fault, not ours] We recommend exporting your opportunities/records weekly so you have a fresh back up when you need." Again, what's the point of using your software if we are supposed to keep the data on our side and normal use of your software causes it to break? Dumb. Dumb. Dumb.

2. Reporting is totally sales focused and doesn't help at all with regular task and project management. There is no way to see which team members are doing their work, or to generate reports on average time spent on tasks. Some valuable KPI data is not available in the sales related reports, either. Like how about we get a report to show the average time to close a lead? There is so much valuable data that we simply can't access.

3. Messy messy messy. The screen is just jammed packed with data, much of it useless, and it's difficult to find the data you want. Accordions inside of tabs inside of pop-ups? Really? Is that the best way to access the tasks associated with a client? It shouldn't take 3-4 clicks to get to a teeny tiny truncated accordion window of information. We should be able to see and sort through data related to a client within the main window. Bad design.

Wait for 3 or 4 years. It's too glitchy and support is terrible. We lost valuable data in regular use of the program.

We needed a task management system and a sales system. This seemed perfect, at first. But it's a big flop.

It has good features that are comparable to the free version of other CRMs

Copper is very expensive. If you can stomach the sticker price, read the fine print. Once you pay your annual fee, they will not refund an unused portion of the year if you cancel. They will not refund the balance if you downgrade. They will only NOT charge you for a year if you give 60 days notice prior to the end of the year. I find this to be an abhorrent business practice that calls the integrity of the entire business into question.

Stop with the predatory pricing and refund policy. It's atrocious.

It's an adquate CRM solution. About as good as the free version of their competitors, at a vastly greater price.

I like the UI and the overall feel of the software.

"google sync" does not sync. PWs does not sync with google contacts. It will do a one way export of new contacts added to PWs to google, but only copies over the name, email and phone. It won't even send over the address or the name of the company. This is not a "sync" at all. They advertise that they integrate very well with google. In my experience they do not integrate as well with google as some other CRMs we looked at. In my opinion, this is deceptive. (Currently, we have been unable to get the data export function to work as well. Am not pleased.

Don't use PWs if you "need" to sync to google contacts

PWs is a CRM. It does what virtually all CRMs do.

the flexibility. We can make significant customizations to meet our current needs. Given the current malfunctions it is hard to highlight positive features.

The big selling point of Copper is the integration with Gsuite. Unfortunately, fully 1/3 of our users do not connect with G-suite. For two months Copper has been "working on" this issue. Still not working. After working directly with support and getting no response we have had to resort to Twitter. It feels like the nuclear option.

You may need to wait for a while until they get the bugs out.

We were looking for a more streamlined CRM experience. Unfortunately, because of the connectivity issue, we have yet to realize any benefits.