Avaliações do Copper

Copper

4,4 (616)
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(antigo ProsperWorks) O único CRM recomendado para o Google

Classificação geral

4,4 /5
(616)
Relação qualidade/preço
4,1/5
Recursos
4,1/5
Praticidade
4,5/5
Suporte ao cliente
4,3/5

88%
dos usuários recomendam este app
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616 avaliações

Paulo Ricardo
Classificação geral
  • Setor: Publicidade e marketing
  • Porte da empresa: 2 - 10 funcionários
  • Usado Diariamente durante Mais de um ano
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 5.0 /10

Espetacular

Avaliado em 17/10/2023

Excelente atendimento

Excelente atendimento

Vantagens

Excelente atendimento e um ótimo respeito

Desvantagens

Por enquanto nada tanquinho respeito a empresa

Alternativas consideradas

Notion

Razões para mudar para o Copper

Porque são excelentes profissionais
Artem
Artem
Classificação geral
  • Setor: Software
  • Porte da empresa: 11 - 50 funcionários
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Probabilidade de recomendação 8.0 /10

Good, well-balanced small business CRM

Avaliado em 03/09/2021

Vantagens

Copper is feature-rich and did everything we wanted it to do to manage sales at a relatively large website.

We used Copper to manage leads, convert them to opportunities, track payments, and fulfill our clients' orders.

We also set up integrations with Slack and Google Forms, which made it much easier for clients to reach out and for us to track progress and discuss projects in a single tool (Slack).

Desvantagens

Pricing could be more competitive, but compared to Salesforce, it's probably not bad at all.

Alternativas consideradas

Salesforce Sales Cloud

Razões para mudar para o Copper

Price and simplicity, given how capable it still was for our needs.
Monique
Classificação geral
  • Setor: Construção
  • Porte da empresa: 2 - 10 funcionários
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 8.0 /10

Easy/Organized CRM

Avaliado em 03/12/2024

Overall experience using Copper is good. Easy to use and organize data. Filtering is great. Ability...

Overall experience using Copper is good. Easy to use and organize data. Filtering is great. Ability to customize the pipeline for opportunities is nice. Gmail integration is great. Exporting tools are very useful.

Vantagens

Organization and Clarity. Easy to understand and the filtering system is very efficient.

Desvantagens

Chat bot. Difficult to get in touch with an actual person on the phone.

Jonathan
Classificação geral
  • Setor: Serviços financeiros
  • Porte da empresa: 11 - 50 funcionários
  • Usado Diariamente durante Mais de um ano
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 6.0 /10

Good Platform Interface But Needs Improvement

Avaliado em 02/12/2024

Overall, it has potential but needs work. They are adding features, but some of them should have...

Overall, it has potential but needs work. They are adding features, but some of them should have been there from day 1

Vantagens

Love the user interface and the addition of features like automated emails recently

Desvantagens

Seems to fall behind in functionality compared to industry leaders like Salesforce

Clayton
Classificação geral
  • Setor: Construção
  • Porte da empresa: 11 - 50 funcionários
  • Usado Diariamente durante Mais de um ano
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 8.0 /10

Great Product, good for productivity

Avaliado em 02/12/2024

Copper is a great platform that works well for my needs and the needs of our company.

Copper is a great platform that works well for my needs and the needs of our company.

Vantagens

Copper is great because it integrates really well with google and the google suite.

Desvantagens

I do not like that the app has very limited functionality. Doing sales on the go without my laptop is highly difficult. I rely on copper a lot to stay focused.

Galen
Classificação geral
  • Setor: Serviços de eventos
  • Porte da empresa: 11 - 50 funcionários
  • Usado Diariamente durante Mais de um ano
  • Fonte da avaliação

Classificação geral

  • Praticidade
  • Probabilidade de recomendação 9.0 /10

I really enjoy working with copper

Avaliado em 02/12/2024

I use Copper everyday with work. It has information on every event we book. Mostly I have an...

I use Copper everyday with work. It has information on every event we book. Mostly I have an exceptional experience.

Vantagens

I like how vast it is. How much information is handy.

Desvantagens

I find it somewhat frustrating to search Copper. Especially for events with multiple dates.

Amber
Classificação geral
  • Setor: Hotelaria
  • Porte da empresa: 51 - 200 funcionários
  • Usado Diariamente durante Mais de um ano
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 7.0 /10

Copper Review 12/4

Avaliado em 04/12/2024

Overall it works well for what we need it but it can be a little bit lacking in some departments

Overall it works well for what we need it but it can be a little bit lacking in some departments

Vantagens

The most use we get out of copper is the ability to track conversation and email threads relating to projects.

Desvantagens

There seems to be some holes in analyzing data. Not the easiest thing to do. I also with you could send out weekly reports that show each individual project changes.

Erin
Classificação geral
  • Setor: Serviços e tecnologia da informação
  • Porte da empresa: 11 - 50 funcionários
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 8.0 /10

Copper goes great with Gmail

Avaliado em 21/10/2024

My company uses Copper because it integrates seamlessly with Gmail. I appreciate how I can see what...

My company uses Copper because it integrates seamlessly with Gmail. I appreciate how I can see what is going on with customers because of the email tracking and feed.

Vantagens

The feed lets me know what is going on, and being able to edit records inside of lists is convenient. I also like the email tracking when it is functioning.

Desvantagens

The reports are not very intuitive or easy to navigate, and the email tracking sometimes doesn't work.

Christina
Classificação geral
  • Setor: Imobiliárias
  • Porte da empresa: 2 - 10 funcionários
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Praticidade
  • Probabilidade de recomendação 8.0 /10

Easy Data and contact storage

Avaliado em 02/12/2024

It is beneficial and helps in data sotrage and details for projects. Ease in informational content

It is beneficial and helps in data sotrage and details for projects. Ease in informational content

Vantagens

The auto email logging and linking to clients and contacts

Desvantagens

Emails will auto link to incorrect opportunities with the same contact.

Danielle
Classificação geral
  • Setor: Editoras
  • Porte da empresa: 11 - 50 funcionários
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 9.0 /10

Copper - Keep everything in 1 place

Avaliado em 07/11/2024

IT has been really good so far. Any issues I have I reach out for help

IT has been really good so far. Any issues I have I reach out for help

Vantagens

It keeps everything organized that I need in 1 place

Desvantagens

Can't send more the 200 emails at a time

Andrea
Classificação geral
  • Setor: Construção
  • Porte da empresa: 11 - 50 funcionários
  • Usado Diariamente durante Mais de um ano
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 10.0 /10

Copper Review

Avaliado em 30/10/2024

Out of all of the CRM software companies we have worked with, copper has been the most useful for...

Out of all of the CRM software companies we have worked with, copper has been the most useful for our business and everyday use.

Vantagens

Copper is very useful for our business to track out opportunities and have communication between all teams.

Desvantagens

We did have an issue with our filters. When we move a job to "Won" you have to do it 3 times in order for it to disappear from the column but the Copper helpline is always able to help us reset our filters.

Avaliador Verificado
Classificação geral
  • Setor: Materiais de construção
  • Porte da empresa: 2 - 10 funcionários
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Probabilidade de recomendação 8.0 /10

I really like Copper

Avaliado em 12/08/2021

For us it all hinges on Opportunity tracking - which we modified into a "start-to-finish/inquiry-to-...

For us it all hinges on Opportunity tracking - which we modified into a "start-to-finish/inquiry-to-money-collected" tracker. We don't use the project management or task management.

Vantagens

The Google integration and drag and drop pipelines/stages are what sold me. It didn't take long to learn and start modifying it for our activity/information needs. The mobile version is more than adequate and the whole UI is well done.

Like all good software, I'm sure there are features and shortcuts we don't use enough, but basically, it is more than suited for what we use it for; Customer information and job process tracking.

Desvantagens

These cost more money - via upgrade; Mailchimp integration, adding many custom fields, and better than limited reporting. We run the Basic version.

Alternativas consideradas

Zoho CRM e HubSpot CRM

Razões para mudar para o Copper

It was the best UI, Google integrated, flexible one of what we looked at.
Michael
Classificação geral
  • Setor: Saúde, bem-estar e condicionamento físico
  • Porte da empresa: 2 - 10 funcionários
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 10.0 /10

The ONLY Fully-Integrated CRM Solution for Google Workspace

Avaliado em 02/02/2022

Our small business has been a Copper client for the last 2-3 years and we have been incredibly...

Our small business has been a Copper client for the last 2-3 years and we have been incredibly happy with the Copper CRM product and the team that supports it. As our business grows, so do our CRM needs.

Copper has been able to fulfill each of these needs as they arise, often from regular updates on their product roadmap. It's almost like Copper has been "inside our head" and developed exactly what we needed prior to us asking.

@TeamCopper - Great job listening to your clients in the community and actually developing your product to suit our needs. This is what encouraged us to sign a 5-year agreement with you!

Vantagens

Full functionality within Google Workspace plug-in (Gmail, Calendar). Ability to pull a list view of Opportunities, Leads, etc and update individual records without leaving the screen (HUGE time-saver).

Desvantagens

Import function needs work in the area of duplicate management and add/ overwrite tags. Third-party integration with Zapier makes this seamless but can add unnecessary expenses.

Alternativas consideradas

Zoho CRM e HubSpot CRM

Razões para escolher o Copper

Eat your heart out, Salesforce. Copper just packed your lunch! If you are looking for a robust CRM/ lead management/ marketing suite that has all the lipstick but WITHOUT the Dev cost of Salesforce et al, then you need to try Copper. We did. And we couldn't be happier. Just try it. You won't regret it.

Software anterior

Salesforce Sales Cloud

Razões para mudar para o Copper

Copper was the robust, affordable solution to our growing CRM needs. Without the Dev cost.
Kayla
Classificação geral
  • Setor: Serviços ao consumidor
  • Porte da empresa: 2 - 10 funcionários
  • Usado Diariamente durante Mais de um ano
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 10.0 /10

Simple, Powerful Start-up CRM

Avaliado em 03/02/2022

We use copper as a CRM tool, a pipelining tool for fundraising, an ATS (applicant tracking system)...

We use copper as a CRM tool, a pipelining tool for fundraising, an ATS (applicant tracking system) for hiring, and a task management system for customer support.

Vantagens

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.

Desvantagens

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.

Razões para mudar para o Copper

Seamless integration, accessible price, reliable product.
Scott
Scott
Classificação geral
  • Setor: Serviços e tecnologia da informação
  • Porte da empresa: 11 - 50 funcionários
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 10.0 /10

The CRM for sales team on Gsuite

Avaliado em 01/07/2020

I've used a lot of CRMs, from Salesforce to Pipedrive. Copper is hands down the best. Easy to use,...

I've used a lot of CRMs, from Salesforce to Pipedrive. Copper is hands down the best. Easy to use, easy for the team to adopt but still very powerful under the hood.

Vantagens

Automated data entry. Pre-populates a lot of my contacts data so adding new leads is a simple point and click.
The gmail integration is amazing. I can get a clear picture of my entire relationship from where I work - gmail.
Im really starting loving the workflow automations and cool calculated fields I can make now.

Desvantagens

I'd like to see a better native integration with an email automation software

Alternativas consideradas

Pipedrive, Salesforce Sales Cloud e HubSpot CRM

Razões para escolher o Copper

I kept losing track of my conversations and follow up actions.

Software anterior

Google Sheets

Razões para mudar para o Copper

Salesforce clunky, very expensive and the team hated it. As a small business we didn't use 30% of it. Pipedrive was ok, but very simple and seemed to suit a very small team. It lacked multiple pipelines and didnt have the integration to Gsuite that Copper provided. Hubspot free was very simple and the full paid version of hubspot was super expensive. I didn't need the marketing features at all. Copper also had a better user experience and gsuite integration.
Phil
Classificação geral
  • Setor: Fabricação de alimentos
  • Porte da empresa: 2 - 10 funcionários
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 8.0 /10

Sales for Organic Maple Syrup

Avaliado em 11/08/2021

Great tool for the price and for a team.

Great tool for the price and for a team.

Vantagens

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

Desvantagens

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.

Alternativas consideradas

HubSpot Marketing Hub

Razões para escolher o Copper

Copper (Prosperworks) is much better.

Razões para mudar para o Copper

Better team integration. Better Gmail intergration.
Duaa
Classificação geral
  • Setor: Pesquisa de mercado
  • Porte da empresa: 2 - 10 funcionários
  • Usado Diariamente durante Mais de um ano
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 10.0 /10

Easy to use

Avaliado em 26/11/2024

Vantagens

Without a doubt, Copper is the greatest. Despite being simple to use and easy for the team to embrace, it has a lot of power below.

Desvantagens

Records that are inadvertently erased cannot be retrieved. If you unintentionally erase all of your contacts without performing a manual backup, that's bad.

Dulce
Classificação geral
  • Setor: Escritório de advocacia
  • Porte da empresa: 11 - 50 funcionários
  • Usado Diariamente durante Mais de um ano
  • Fonte da avaliação

Classificação geral

  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 9.0 /10

Best CRM I’ve come across!

Avaliado em 24/09/2023

Overall I think it’s very user friendly and I love that the app is also very convenient to use....

Overall I think it’s very user friendly and I love that the app is also very convenient to use. Helps it’s stay organized on the go as well. It also very rarely crashes. I would say it has crashed twice in the 4+ years I’ve been using it.

Vantagens

I love that we are able to track everything related to a specific client. Every email, text, phone calls, task, state a case is in, etc. You can also make calls straight from the mobile copper app! So convenient. The administrator is able to customize the contacts to include what is necessary for their type of business. It also shows when some created a task, assigned a task, completed it.

Desvantagens

The only issue I can complain about is not about Copper itself but about the extension I have installed to chrome. I love that I can sync/relate emails to copper contacts so that all correspondence related to a contact shows up on that individuals copper—especially since we receive emails from courts, prosecutors, etc. and it’s helpful to sort the emails to the correct contact in copper. My main complaint is that once you “relate” an email to copper, you can’t unrelate it. Since we have hundreds of active cases at a time and we receive hundreds of emails daily, it’s easy to accidentally relate it to the wrong person. The only fix I’ve found is that you can delete the email in the copper contact feed (it does not delete it from Gmail) but it does leave a block in the feed that says “this email was deleted” which of course doesn’t look good. Really wish there was a way to unrelate emails altogether.

Orla
Classificação geral
  • Setor: Imobiliárias
  • Porte da empresa: 11 - 50 funcionários
  • Usado Diariamente durante 1 a 5 meses
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 10.0 /10

Really love it!

Avaliado em 17/09/2024

Really great. Easy to use and super intuitive

Really great. Easy to use and super intuitive

Vantagens

- How easy it is to learn. I use google for everything else so this was a breeze to learn

Desvantagens

- Not much at the moment, nothing I don't like about it

Yolandi
Classificação geral
  • Setor: Consultoria de gestão
  • Porte da empresa: 2 - 10 funcionários
  • Usado Diariamente durante 6 a 12 meses
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 5.0 /10

Middle Child of the CRM World

Avaliado em 02/09/2023

Nothing to get excited about, if it wasn't for the client who insisted on using it, I wouldn't even...

Nothing to get excited about, if it wasn't for the client who insisted on using it, I wouldn't even have thought of it

Vantagens

It's inexpensive and the Google integration

Desvantagens

Everything feels extremely limited with no flexibility or even room for movement

Magaly
Magaly
Classificação geral
  • Setor: Indústria têxtil
  • Porte da empresa: 11 - 50 funcionários
  • Usado Semanal durante 1 a 5 meses
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 8.0 /10

A simple, easy-to-use and intuitive CRM

Avaliado em 24/09/2023

It is good to explore new software, in this case testing this new ecosystem so far generates a...

It is good to explore new software, in this case testing this new ecosystem so far generates a great comfort for us.

Vantagens

The best thing is its interface, it is very friendly and easy to use. It allows you to concentrate your work in one place and not get saturated managing several applications at the same time.

Desvantagens

The cost may be slightly high if you were to compare it to others, but it makes up for it with its close link to Google that allows for data synchronization and faster customization since most of them handle Google products.

ana
ana
Classificação geral
  • Setor: Serviços financeiros
  • Porte da empresa: 2 - 10 funcionários
  • Usado Semanal durante Avaliação gratuita
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 10.0 /10

An excellent tool to optimize opportunity management and strengthen customer relationships.

Avaliado em 27/09/2023

It's great, it's given me an easy and efficient way to manage my sales opportunities and strengthen...

It's great, it's given me an easy and efficient way to manage my sales opportunities and strengthen relationships with my clients.

Vantagens

I really like it because I don't have to spend time entering data or doing tedious administrative tasks.

Desvantagens

It would be great to have the ability to customize and create detailed reports based on our business criteria and metrics.

Anuj
Anuj
Classificação geral
  • Setor: Biotecnologia
  • Porte da empresa: 5 001 - 10 000 funcionários
  • Usado Diariamente durante Mais de um ano
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 7.0 /10

Easy-to-use CRM

Avaliado em 22/02/2023

Copper works amazingly well for small & mid-size business organizations using Google Workplace,...

Copper works amazingly well for small & mid-size business organizations using Google Workplace, Gmail & other Google apps.It is a strong CRM solution which is simple & logical to use. Recording & accessing sales data is largely simplified with Copper. You get the freedom to integrate extensions/ add-ons from different vendors/ customers & log sales data in one place. The interface is easy-to understand and use, Copper offers a handy sidebar to search for tasks, track emails, business opportunities, prospective leads and companies.

Vantagens

The best feature of Copper is that it adapts the look & feel of Google apps. Being a regular user of Google Workplace & Gmail, it has resolved many of our concerns. Copper integrates directly into Gmail so we don't have to leave our inbox every time to seek its access. This helps us in saving time and getting more work done. Additionally, Copper is highly incremental in organizing data with least time and effort. It offers an excellent import feature for the mass upload of our client data not just from MS Excel but also from the other platforms like Salesforce & LinkedIn. Copper serves as a personal assistant for suggesting potential leads.

Desvantagens

Copper goes dysfunctional at times while working with the Google apps. Importing data from other sources is a tedious and time-taking task all together. Loading time lags and search errors are frequent. Sometimes, extracting the relevant data is irksome via filters and it tends to impede our reporting process in the organization.

Bronwyn
Classificação geral
  • Setor: Construção
  • Porte da empresa: 51 - 200 funcionários
  • Usado Diariamente durante 1 a 5 meses
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 2.0 /10

Copper Has Failed

Avaliado em 03/09/2019

A CRM is a great thing, but Copper has not delivered! The software is unreliable, the customer...

A CRM is a great thing, but Copper has not delivered! The software is unreliable, the customer service has fallen short. What we were promised is not what we have received. It is too bad, because I love a lot of the features.

Vantagens

It is easy to use, once you get the hang of it. Good customization. Phone App. Copper integrates with all things Google.

Desvantagens

The Software isn't solid!
In a matter of 6 weeks the CRM has had 2 major malfunctions, called "bugs" according to Copper support staff.
1)People Records Malfunction - I am the admin of this software and the person responsible for uploading 28 years of Legacy Data (all of our customer records). In attempting to update some of the outdated contact info changing phone numbers and addresses, emails etc. which I populated into Copper from various spreadsheets, work order lists, Quick Book records, and email contact lists. The "People" records began to malfunction; phone numbers literally began jumping around. Example, I would open someone's customer's record and another customers number would populate, I would end up calling the wrong customer. Copper engineers have been "working" on this for a month, still no fix.
2.) Opportunity Pipeline Malfunction - Imports are mapping to the wrong Pipeline. I have hundreds of business opportunity records, Google sheet based spreadsheets, that I am attempting to import (bulk) thousands of cells of data to the CRM, despite properly mapping the import (correct methods on my part) this crucial business information imports to the wrong pipeline & tons of data is lost in the process. This is huge, if you can't import and map your customers spreadsheet records (bulk) you have to hand enter each record. What should take 5 mins will take days/weeks/months! This has been going on for over a week now, and no one at Copper seems to care.

Resposta do Copper

Thank you for the honest review, Bronwyn. This is beyond helpful and we'll be taking your feedback to the team and look into improving where we were unable to provide a stellar user experience for you.

Greg
Classificação geral
  • Setor: Software
  • Porte da empresa: 2 - 10 funcionários
  • Usado Diariamente durante 6 a 12 meses
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente

Too Glitchy and Poor Support.

Avaliado em 08/02/2018

Let me be clear, this product has great potential, and is almost good enough. But after multiple...

Let me be clear, this product has great potential, and is almost good enough. But after multiple bad experiences with support, and an apparently stagnated development calendar, and very serious glitches, I suggest people stay away for a few years till this software can grow up a little.

Vantagens

What I like is the idea. This should be a great software. But the key features it lacks and the DISMAL support team make it not worth the money.

Desvantagens

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.