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Copper vs Referral Maker CRM: 2024 Ultimate Comparison Guide

Failure Risk Guidance Security Report ?

Failure Risk for Copper medium Failure Risk for Referral Maker CRM medium
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Comparison Summary

This comparison report of Copper vs. Referral Maker CRM is based on a specific set of business needs and context. The comparison uses 4996 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Copper and Referral Maker CRM

Copper, Referral Maker CRM, 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.

Referral Maker CRM focuses on Generation Of New Leads, Engagement Management with Phone Calls, Contact List Management with Phone Calls, Coaching, etc.

"As soon as a lead comes in through the website, it is imported to Copper, and our sales team calls or texts the contact to follow up " - Josh Pather

"The Referral Maker app has saved me SEVERAL times when I'm on the go and need a client's phone number or email. It's so easy and quick to pull up a client and with 1 tap on the phone number link and you are making the call. Thanks so much for such a... fantastic tool! " - Amy Graham Lincoln City, OR

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 Referral Maker CRM for

Software Failure Risk

  • medium

logo Referral Maker CRM

Focus area

Software Failure Risk

  • medium

About

Copper | CRM Software Built for Google & G-Suite

Real estate CRM with lead generation tool offering realtor training and support

Financials

PRIVATE

Business Need

Total Processes
(we found evidences for)

89

35

Total Goals
(we found evidences for)

13

3

Top Processes

Evidences indicate better relative satisfaction

engagement management

Read Reviews (186)

Read Reviews (8)

engaging and following up

Read Reviews (151)

Read Reviews (8)

contact list management

Read Reviews (138)

Read Reviews (7)

contacts history

Read Reviews (35)

Read Reviews (1)

tracking contacts

Read Reviews (24)

Read Reviews (0)

creating contact list

Read Reviews (9)

Read Reviews (0)

lead tracking

Read Reviews (106)

Read Reviews (3)

communication management

Read Reviews (96)

Read Reviews (5)

tracking & monitoring communications

Read Reviews (54)

Read Reviews (1)

sending & publishing communications

Read Reviews (33)

Read Reviews (4)

lead management

Read Reviews (79)

Read Reviews (2)

workflow management

Read Reviews (76)

Read Reviews (0)

generation of new leads

Read Reviews (68)

Read Reviews (34)

helpdesk management

Read Reviews (37)

Read Reviews (3)

business development

Read Reviews (32)

Read Reviews (0)

sales document management

Read Reviews (32)

Read Reviews (3)

contract management

Read Reviews (17)

Read Reviews (2)

proposal & quote management

Read Reviews (8)

Read Reviews (1)

training & onboarding

Read Reviews (30)

Read Reviews (2)

pipeline management

Read Reviews (30)

Read Reviews (0)

relationship management

Read Reviews (30)

Read Reviews (1)

opportunity management

Read Reviews (24)

Read Reviews (0)

conversion management

Read Reviews (22)

Read Reviews (1)

sales call management

Read Reviews (19)

Read Reviews (0)

meeting management

Read Reviews (9)

Read Reviews (0)

account management

Read Reviews (16)

Read Reviews (0)

lead qualification

Read Reviews (14)

Read Reviews (1)

lead qualification: technographic

Read Reviews (7)

Read Reviews (1)

lead qualification: demographic

Read Reviews (3)

Read Reviews (0)

social media management

Read Reviews (12)

Read Reviews (0)

social media analytics

Read Reviews (10)

Read Reviews (0)

follower management

Read Reviews (9)

Read Reviews (1)

campaign management

Read Reviews (6)

Read Reviews (1)

promotion management

Read Reviews (6)

Read Reviews (0)

discount management

Read Reviews (6)

Read Reviews (0)

customer feedback management

Read Reviews (5)

Read Reviews (1)

measuring customer satisfaction

Read Reviews (2)

Read Reviews (0)

conference call management

Read Reviews (3)

Read Reviews (0)

competitive intelligence

Read Reviews (3)

Read Reviews (1)

products & pricelist management

Read Reviews (3)

Read Reviews (1)

sales review & feedback

Read Reviews (3)

Read Reviews (1)

rating and review management

Read Reviews (2)

Read Reviews (0)

content management

Read Reviews (2)

Read Reviews (0)

segmentation and targeting

Read Reviews (2)

Read Reviews (0)

relationship marketing

Read Reviews (2)

Read Reviews (0)

SeealllessActivities

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

  • Enhance customer relationships

  • Enter new markets internationally or locally

  • Grow market share

Top Channels

Channels Used

  • phone calls

  • e-mail

  • video

  • newsletter

  • mobile

  • mobile app

  • print media

  • magazine

  • See 5 more

  • phone calls

  • e-mail

  • video

  • newsletter

  • mobile

  • mobile app

  • print media

  • magazine

  • See 5 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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medium

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Migration Risk

medium

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medium

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IT and Other Capabilities

  • Low
  • Medium
  • High

Business Setting