Comparison Summary
Introducing Copper and Practifi
Copper, Practifi, 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.
Practifi focuses on Workflow Management, Engagement Management, Communication Management with E-Mail, Collaboration, etc.
"Copper is incredibly intuitive, easy-to-use, and works instantly without IT work orders. It's different because it doesn’t require manual data entry and everything you need is one click away, so our team adopted it quickly. I will never need to inve...st in ongoing training or admins to customize the system. It’s flexible and can mold to our existing workflow, which is constantly shifting for a growing startup. " - Olivier Chanoux
"Practifi has been exceptional during our onboarding process. Their ability to understand our challenges and come up with solutions has been second to none. We’re excited for this long-term strategic partnership. " - Kyle Wesley
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About
Copper | CRM Software Built for Google & G-Suite
Business management platform powering growing financial advice firms
Financials
SERIES B
Business Need
Total Processes
(we found evidences for)
89
33
Total Goals
(we found evidences for)
13
9
Top Processes
Evidences indicate better relative satisfaction
Top Goals
Goals Achieved
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Enhance customer relationships
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Acquire customers
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Increase sales & revenue
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Scale best practices
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Improve internal communications
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Improve stakeholder relations
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Launch new products
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Build brand awareness
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Grow market share
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Enter new markets internationally or locally
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Improve visibility
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Improve ROI
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Improve digital and social presence
- See 10 more
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Acquire customers
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Enhance customer relationships
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Scale best practices
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Increase sales & revenue
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Enter new markets internationally or locally
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Launch new products
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Improve visibility
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Build brand awareness
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Manage risk
- See 6 more
Top Channels
Channels Used
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e-mail
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offline
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on premises
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mobile
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promotions
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website
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mobile app
- See 4 more
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e-mail
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offline
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on premises
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mobile
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promotions
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website
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mobile app
- See 4 more
Failure Risk Guidance Security Report?
Compliance Risk
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Security & Privacy Risk
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Integration Risk
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Migration Risk
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IT and Other Capabilities
- Low
- Medium
- High
