Overall Satisfaction with Copper (formerly ProsperWorks)
The first year I used Copper was self-directed. This year I am beta-testing Copper for use by individuals who manage fundraising campaigns for our client. There are many steps to convert a donor prospect to a donor and I'm able to catalog the steps in Copper as a CRM and project manager tool.
- Task notifications.
- Ability to have custom fields for information and process.
- "Pipeline" of one's donor or sales prospects to catalog and track activities step by step with a prospect.
- Easy upload of new contacts.
- Good response time from support agents.
- Synchronizing with other apps is tedious and puzzling. Syncing one's phone and computer is error free and easy to set up.
- I'd like more opportunities to attach files while working in a contact.
- Not a company wide application as of yet. I'm beta testing. It's saving me time and allowing me to track my activity with prospects well.
- I will most likely recommend Copper use company wide by the end of this year.
I selected Copper because of its interface with all things Google, specifically the sync feature for calendar and capture of email correspondence. It made sense to use Copper because our corporate communications is built on the Google platform. Bloomerang is an excellent tool for tracking donor contributions, but not as facile as a CRM. I didn't work extensively in Zoho or Salesforce.