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Copper vs Referral Maker CRM: 2024 Ultimate Comparison Guide

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

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




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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Business Setting