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Copper vs DealCloud: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Copper vs. DealCloud is based on a specific set of business needs and context. The comparison uses 5486 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Copper and DealCloud

Copper, DealCloud, Pipeline CRM, Freshsales, etc., belong to a category of solutions that help CRM. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.

Copper covers Engagement Management with E-Mail, Contact List Management with E-Mail, Lead Tracking, Lead Management, etc.

DealCloud focuses on Relationship Management, Deal Management, Promotion Management, Discount Management, etc.

"Working with the Copper team has been great, The customizable pipelines, Gmail integration, and operability across international teams have been especially powerful features for us. " - Audrey Desiderato

"We were very aware that we didn't have to reinvent the wheel when it came to tech. We have followed DealCloud closely over the last couple of years and it became evident through the scoping process that DealCloud was best in class. The platform prov...ides unparalleled degrees of flexibility enabling us to use data as effectively as possible across all areas of deal and relationship management. We will also use it for investor relations as we hold further closes throughout 2021 after the recent launch of our second fund. Remote working conditions have put greater demands on efficient technology and having DealCloud in place will provide a step-change improvement to how we can operate and help to optimise our performance in deploying Fund II. " - Simon Danielli

Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.


logo Copper

Focus area

Copper is better than DealCloud for

Software Failure Risk

  • medium

logo DealCloud

Focus area

Software Failure Risk

  • low

About

Copper | CRM Software Built for Google & G-Suite

All-Inclusive Financial Services Software, delivers vertical-specific solutions that enable dealmakers and principal investing professionals to execute deals at the highest levels.

Financials

PRIVATE

Business Need

Total Processes
(we found evidences for)

89

48

Total Goals
(we found evidences for)

13

12

Top Processes

Evidences indicate better relative satisfaction


engagement management

engaging and following up


contact list management

creating contact list



communication management

tracking & monitoring communications

sending & publishing communications



workflow management


generation of new leads



helpdesk management


business development


sales document management

contract management

proposal & quote management


training & onboarding


pipeline management


relationship management


opportunity management


conversion management


sales call management

meeting management


account management




lead qualification

lead qualification: technographic

lead qualification: demographic


social media management

social media analytics


follower management



campaign management


promotion management


discount management



customer feedback management

measuring customer satisfaction




conference call management




competitive intelligence


products & pricelist management


sales review & feedback


rating and review management


content management





segmentation and targeting


relationship marketing


performance management


international marketing


knowledge management


merger and acquisition




Top Goals

Goals Achieved

  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Scale best practices

  • Improve internal communications

  • Improve stakeholder relations

  • Launch new products

  • Build brand awareness

  • Grow market share

  • Enter new markets internationally or locally

  • Improve visibility

  • Improve ROI

  • Improve digital and social presence

  • See 10 more
  • Scale best practices

  • Grow market share

  • Enhance customer relationships

  • Acquire customers

  • Improve visibility

  • Establish thought leadership

  • Enter new markets internationally or locally

  • Manage risk

  • Improve stakeholder relations

  • Launch new products

  • Improve ROI

  • Improve internal communications

  • See 9 more

Top Channels

Channels Used

  • offline

  • causes and charity

  • e-mail

  • user generated content

  • blogs

  • print media

  • magazine

  • website

  • events

  • trade shows

  • mobile

  • See 8 more
  • offline

  • causes and charity

  • e-mail

  • user generated content

  • blogs

  • print media

  • magazine

  • website

  • events

  • trade shows

  • mobile

  • See 8 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

low

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medium

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Security & Privacy Risk

medium

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medium

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Integration Risk

medium

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low

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Migration Risk

medium

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medium

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Business Setting