Overview: Freshsales and Copper as CRM Category solutions.

Freshsales and Copper are prominent CRM solutions offering distinct sets of capabilities to different business segments. Freshsales focuses on large enterprises and excels in engagement management and communication management with features like custom reporting and extensive integration options. Copper serves a mix of large enterprises and financial services with emphasis on lead tracking and stakeholder communication. The vendor support for both is robust, catering to diverse operational needs.

Freshsales and Copper: Best Use cases based on the customer satisfaction data

Key Capabilities Supported

Freshsales supports engagement management, communication management, and workflow management, aligning closely with the needs of large enterprises involved in computer software and marketing. read more →

Copper facilitates engagement management and contact list management, addressing the requirements of industries like financial services and management consulting. read more →

Business Goals

Freshsales aids in increasing sales revenue, enhancing customer relationships, and acquiring new customers, ideal for enterprises focused on growth and improving efficiency. read more →

Copper is centered on enhancing customer relationships and acquiring customers, which is crucial for businesses scaling their best practices and improving stakeholder relations. read more →

Core Features

Freshsales offers advanced features like custom reports, data export, and extensive integration, meeting the diverse needs of large and enterprise-level customers. read more →

Copper provides integration, custom reports, and data import features suitable for organizations that require seamless data management and reporting capabilities. read more →

Vendor Support

Freshsales provides comprehensive vendor support with 24/7 availability, along with phone, email, and chat support, suiting large businesses requiring constant support. read more →

Copper offers 24/7 support with chat and phone options, tailored for enterprises that need accessible and reliable service. read more →

Segments and Industries

Freshsales serves large enterprises predominantly in computer software and IT services, reflecting its versatility for tech-driven industries. read more →

Copper caters to large enterprises and financial services, showcasing its adaptability for financial and consultancy firms. read more →

Operational Alignment

Freshsales fits seamlessly within operations of large enterprise environments, enhancing workflows with robust analytics and engagement tools. read more →

Copper integrates well with businesses looking for streamlined contact management and lead tracking, particularly in the consulting and IT sectors. read more →

Applying your context and needs changes the comparison

Failure Risk Guidance?

Low Medium High

Compliance Risk

low

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low

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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

Ease of migration

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Data

Data Export

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Data Import

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Support

Phone Support

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Email Support

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Chat Support

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24/7 Support

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Others

Analytics

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Custom Reports

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AI Powered

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Most deployed common Use Cases for Freshsales and Copper

Why is Freshsales and Copper the best choice for Engagement Management?

Freshsales and Copper both help users track customer interactions and schedule follow-up tasks. Freshsales provides features for tracking website engagement and lead scoring, while Copper focuses on seamless integration with Gmail and managing client interactions. Copper offers extensive customer success support, while Freshsales struggles with segmentation and web-to-lead form limitations.

"...It is very helpful in tracking and maintaining the communication and follow-up for outgoing prospecting calls and emails...." Peer review by Account Manager in Sales

"...Email accounts for over 90% of all our customer interactions so the tight integration with gmail is sublime...." Peer review by David Z, Associate Broker, Real Estate

What solutions does Freshsales and Copper provide for Communication Management?

Freshsales and Copper both allow users to track emails and set reminders. Freshsales offers a built-in calling system and allows users to send mass emails. Copper integrates with Gmail and other platforms for communication management. A limitation of Copper is that users cannot send emails directly from the software.

"...Freshsales has helped a lot in tracking calls and fetching reports in an effective manner...." Peer review by Engineer in Sales

"...It is seamless with email tracking...." Peer review by Becca E, Director of Client Partnerships, Computer Software

Why is Freshsales and Copper the best choice for Contact List Management?

Freshsales and Copper both help users manage contacts and track interactions. Freshsales is better for bulk emailing and integrating with other communication tools. Copper excels at tracking email interactions and provides a detailed customer history. However, both tools have limitations; Freshsales has customer service issues, while Copper lacks a click-to-call feature.

"...It helped me track campaigns, leads and deals in a neat, structured manner I could bundle and organise contact information exactly as needed Communication through system generated alerts/emails is very helpful Adding attachments to deals and all additional features made follow up a lot easier I can generate custom reports which proves handy when having close contact with customers...." Peer review by Cristina T, Customer Success Manager

"...Managing sales contacts across many prospects and sales offerings...." Peer review by Arlen M, Principal Consultant, Research

How efficiently Does Freshsales and Copper manage your Lead Management?

Freshsales and Copper are both used for managing leads. Freshsales allows for lead scoring, lead nurturing, and pipeline management, while Copper emphasizes lead tracking, contact management, and opportunity tracking. Freshsales offers a wider range of features, while Copper is considered easier to use. Copper lacks the ability to track donor history.

"...Qualifying leads and managing the sales process between a small team that don't like admin...." Peer review by William P, Co-Founder, Marketing and Advertising

"...It's easy to use and it makes it easy to manage my leads and to know on which step on the sales pipeline they are...." Peer review by George S, Owner, Internet