Basic
- 500-5000 Active Contacts
- Support & onboarding: Chat, Email
- Data sync - contacts and forms
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Pros
Easy to get started and great value for money.
It's great value for money and does what it says on the tin. I don't have to worry about it.
Cons
There were a few things that were unclear as to how to use tags between opportunities and people in Copper. Nothing wrong on the software side but it was a bit confusing on how it works.
Small annoyance that new email lists in Mailchimp can cause create new records in Pipedrive.
"Absolutely love this"
Overall: Overall it is awesome. Support is amazing. That is my favorite part. If you have ANY issues they are ALWAYS on top of it. The software itself has a clean UI, easy to use, and works.
Pros: We use Copper as our CRM. They do not have any way to automate email sequences so we can stay on top of our prospects. We can setup multiple sequences, assign a tag to the lead, then let the system work for us.
Cons: There were a few things that were unclear as to how to use tags between opportunities and people in Copper. Nothing wrong on the software side but it was a bit confusing on how it works. We sent an email, and they called me and walked me through it and it was easy peasy. The other part is it was confusing to know when a sequence was active. I thought I set it up correctly but turned out it wasn't on but I told them to change the verbiage to make it more clear that you need to click to the next step to actually make the sequence work.
"Superb Connector Delivering Proven Results"
Overall: From the first trial and configurations the software has been reliable, backed up by responsive and helpful support. It delivered just what we needed and we have continued to deploy new features as they are released.
Pros: The system was easy to set up and is ongoing maintenance is minimal. We don’t even have to login to the interface as it just works.
Cons: Small annoyance that new email lists in Mailchimp can cause create new records in Pipedrive