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Copper: Reviews, Testimonials and Expert Opinions
(4717)Copper | CRM Software Built for Google & G-Suite
Top 44 Copper Alternatives
Pipeline CRM
Sales Pipeline Enablement Platform
Pipeline CRM is a sales pipeline enablement CRM platform designed for sales teams to help enhance and boost sales. The primary solutions offered by the platform include Sales pipeline ...
The platform tracks every deal and shares the account lists with the employees to help them achieve their targets. Also, it gives full visibility on customer accounts both pre- and post-sales so that the team can manage key deliverables, milestones, project details, and deadlines.
Freshsales
AI-based sales CRM to Improve engagement and nurture existing customers, drive leads to closure
Freshsales is a customer relationship management (CRM) software by Freshworks designed for high-velocity sales teams to attract leads, engage across multiple touchpoints, close deals and nurture relationships. ...
The key features of the software include Built-in email and phone, AI-based lead scoring, Workflow automation, Visual sales pipeline and actionable insights. The software is available in more than 30 languages, supports multiple currencies and hosts over 75 apps that can be seamlessly integrated with it to enhance productivity.
Freshsales automatically captures all the website traffic as leads, cluster them based on their web activity and assigns to the relevant salesperson. It collects data and segments activities based on a contact’s behavior and runs analytics to give a 360 degree customer view.
workbooks.com
Workbooks | A platform to manage your business, designed and priced for the mid-market
Workbooks.com is a cloud-based Customer Relationship Management (CRM) solution that enables mid-market organisations to efficiently acquire, convert and retain customers. It helps small and midsize businesses to improve their business strategies and customer services. ...
Workbooks.com provides order management and fulfillment, invoicing and supplier management through data processing, enabling organizations to differentiate against the competition and run their business smoothly. Workbooks joins up the entire organisation around data and processes - promoting teamwork and collaboration, provides a single 360° view of customers, and the information is accessible anytime, anywhere.
Workbooks features include Marketing, Sales, Order processing, and Customer Service. It helps marketing departments run campaigns and generate more quality leads; it enables sales team to work more effectively, better identify opportunities, close more deals and grow revenue; it empowers customer support teams to deliver exceptional service and drive customer satisfaction; and it extends beyond sales, marketing and customer support to include order management, fulfilment, invoicing and supplier management. Customers see their productivity increased, their operations streamlined, insightful decisions are made and the business is better equipped to differentiate against the competition.
Vtiger all-in-one CRM
Provide a seamless customer experience across marketing, sales, and customer support
Vtiger’s All-in-one CRM platform provides a seamless customer experience and helps to increase engagement, sell more and grow brand loyalty. It is built for enterprises looking to provide a great customer experience throughout the entire customer journey. ...
Its primary features include email marketing, customer portal, sales forecasts, workflow automation, inventory management, insights and integrations. This allows to boost revenue, increase conversion rate and efficiency, sales productivity growth, increase in CAGR and SLA fulfillment.
It provides 360 degree historical view of every contact. It supports multi channel communication. It offers marketing campaigns to attract and engage customers and also allows to measure campaign performance and profitability. It provides powerful tools to manage projects and to track inventory and services.
Daylite
Combines the power of a CRM, Project Management App, and Lead Management app
Daylite is a CRM that helps small businesses run smoother. It manages leads, clients, and projects all in one place and wins more business and get more done all with less stress. It helps to acquire customers and increase sales and revenue. ...
Daylite combines the power of a CRM, Project Management App, and Lead Management app all into one where everything is organized and shared with the team which helps to save time and increase productivity. Daylite helps to stay in touch and on top of every client. Organize all communication, details, and follow-ups in one place. It also organizes all the people, conversations, details, and next steps in one place.
Some of its features include email integration, keep a chronological history of emails, calls, and meetings, manage sales opportunities through their lifecycle, manage client or internal projects individually or as a team, create follow-ups and to-do lists with reminders, due dates, notes, and priority, controls which users and teams can see and access sensitive information and many more.
Microsoft Dynamics 365 for Sales
Sales Force Automation | Microsoft Dynamics 365
Microsoft Dynamics 365 for Sales is a sales automation and forecasting business application that is part of the Dynamics 365 platform. It enables salespeople to build strong relationships with their customers, take actions based on insights, and close sales faster. ...
Microsoft Dynamics 365 for Sales keeps track of accounts and contacts, nurtures sales from lead to order, and creates sales collateral. Microsoft Dynamics 365 for Sales capabilities include enabling smarter selling with contextual AI, empower sellers to build relationships, boost sales productivity with seamless tools, improve coaching and sales performance, increase sales profitably with advanced insights, innovate with sales solutions built to evolve and more.
Microsoft Dynamics 365 for Sales API Access, Cadence, Contact Management, Contract Management, Database Management, Funnel Reporting, Integrations, Partner Tracking, Performance Reporting, Pipeline Management, Product & Price Control, Sales Gamification, Quotation Handling, Task Assignment, Territory/Quota Management, Cloud, On-premise and more. It creates marketing lists and campaigns, and even follows service cases associated with specific accounts or opportunities. The Unified Interface framework uses responsive web design principles to provide an optimal viewing and interaction experience for any screen size, device, or orientation.
Suitecrm
Opensource CRM for businesses
Suitecrm is an Open Source CRM software that provides a 360-degree view of customers and business. It serves the needs of small to large businesses. It helps businesses to boost conversions, turn leads into customers, and drive innovation in product development and customer care. ...
It provides users with highly actionable insights on which to base critical business decisions, actions, and strategies. It engages with their potential clients and existing customers at every point of contact and optimizes all opportunities that come along. It has all the features needed to accelerate business growth and provide exceptional customer experiences.
Key features include improving sales and growth pipeline, creating engaging campaigns to send marketing content and automate marketing tasks, reports module allows users to build, generate and manage reports, dashboards, 360-degree view of customers and more.
Less Annoying CRM
Simple Contact Management for Small Business
Less annoying is a CRM tool designed for small businesses to help manage contacts, track leads, and follow-ups. The platform helps in contact management by offering a single screen to access ...
The platform is hosted on cloud, making it easy to access information from any device without syncing or installing. Also, it automatically installs updates.
Salesflare
Intelligent sales CRM for small businesses
Salesflare is a CRM software for small businesses selling B2B. It helps to increase sales and revenue and acquire customers. Salesflare platform does data input by itself to focus on more sales. ...
Salesflare assists to follow up every opportunity at the right time in the right way, collaborate more efficiently on customer conversations, integrate with the apps that are in use and many more.
Maximizer CRM
SALES CRM SOFTWARE - PIPELINE MANAGEMENT
Maximizer CRM is a comprehensive, all-in-one solution which offers simple, accessible marketing, sales and customer care service tools to small and midsize businesses. It stores all customer information in one convenient, easy-to-use workspace, easily tailored to match the sales process. ...
Maximizer CRM features sales management, marketing automation, customer service and support and business productivity tools with integration with Microsoft products such as Outlook, Word, Excel and SharePoint. The solution's marketing automation application includes integrated campaign planning, email campaigns and marketing analytics. Users can target leads and customers and use list management capabilities to search and filter customer data by pre-defined criteria.
Maximizer CRM’s sales management feature includes sales team performance monitoring with the help of measuring criteria such as close and abandonment rate. Customers and prospects can be categorized per region, time zone, products purchased and other measures.
Blitz Sales Software
Sales Software to Boost Efficiency: Contact & Sales Automation
Blitz is a Sales CRM software used in small businesses, Insurance and other industries, providing tools for managing and tracking Sales and customer follow-ups using an intelligent software platform. ...
Blitz Sales Software features includes Web forms, Workflow Automation, One-Click Automation, Access On The Go, Reporting, Track Opportunities, Integrations, Meeting / Appointment Scheduling, Emailing and User Management
Blitz Sales Software's User Management feature allows the user to make changes, updates, and import contacts. The Emailing feature gives users the ability to send preset emails or send targeted emails to customers or to write their own custom emails. Its Reporting feature enables the account administrator to run regular reports for tracking workflow productivity, customer engagement, sales pipeline and other metrics.
Streak
CRM In Your Inbox | Your CRM Right Inside Gmail‎
Streak and Copper are CRM solutions with distinct strengths. Streak excels in communication management, beneficial for industries like marketing. Copper offers robust engagement management and is ideal for IT and financial services. Streak is widely used by large enterprises, whereas Copper is favored by a broader range of business sizes. Each provides comprehensive support options, suitable for different user needs. ...
Freshsales
AI-based sales CRM to Improve engagement and nurture existing customers, drive leads to closure
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. ...
Zoho CRM
Trust your sales to the CRM trusted by the world, Connect with your customers wherever they are
Both Zoho CRM and Copper offer customer relationship management solutions with distinct strengths, catering to different business needs and user segments. Zoho CRM emphasizes a comprehensive suite of capabilities and robust support for larger enterprises across various industries. Copper offers a streamlined approach focusing on key business processes with an appeal to smaller enterprises and specific industry sectors such as financial services and consulting. Businesses can select based on their size, industry focus, and preferred feature sets. ...
Copper and Whiz Sales are CRM solutions targeting different business needs and user segments. Copper excels with comprehensive capabilities, strong integration, and robust support, making it ideal for large enterprises and industries like IT and financial services. Whiz Sales, with basic capabilities and limited support, targets smaller-scale operations focusing on communication and lead management, possibly in custom or niche markets with specific requirements. ...
Nutshell CRM
Nutshell | Sales Automation CRM & Pipeline Management for B2B ...
Nutshell CRM is customer relationship management and sales automation tool designed for marketing professionals to help identify the right sales model which facilitates customer relationship building and boosting sales performance. ...
The primary features of the tool includes sales automation, reporting & performance tracking, team collaboration, pipeline management and contact management.
Nutshell offers integration with tool like with G Suite, Microsoft Office email and calendars. It helps design and execute sales processes. The platform allows to specify the actions and follow-ups through final negotiations, and accurately measures the impact of efforts.
HubSpot CRM
For Sales Leaders
HubSpot CRM excels with a broad range of communication tools and integration features, making it ideal for larger enterprises and industries such as IT and marketing. Copper, while less feature-rich, provides effective engagement management and customization, catering to smaller business and specific sectors like financial services. Both solutions aid in acquiring and retaining customers, but HubSpot is better suited for comprehensive needs, whereas Copper aligns well with businesses focusing on stakeholder communications and niche market management. ...
Salesflare
Intelligent sales CRM for small businesses
Salesflare and Copper, both robust CRM solutions, cater to different organizational needs. Salesflare excels in capabilities like engagement management and contact management, aligning well with marketing and advertising sectors. Its core features such as AI and analytics find a strong foothold in large enterprises. Meanwhile, Copper prioritizes features like strong integration and data management, appealing to industries like financial services and IT. With extensive vendor support and a focus on enhancing customer relations, Copper supports a larger enterprise audience. ...
Pipeline CRM
Sales Pipeline Enablement Platform
Pipeline CRM and Copper cater to distinct CRM needs with Pipeline CRM excelling in lead tracking and sales document management, while Copper emphasizes workflow management and the generation of new leads. Pipeline CRM supports a broader range of business goals through comprehensive integration and custom reporting features, whereas Copper focuses on scaling best practices and stakeholder relations. Both products offer strong support options, but Pipeline CRM provides more extensive 24/7 support. Their customer base also differs, with Pipeline CRM favored by large enterprises in transportation and construction industries, whereas Copper is popular among information technology and financial services firms. ...
Salesforce CRM
Customer Relationship Management solution that brings companies and customers together
Salesforce CRM is a cloud-based customer relationship management (CRM) software that helps businesses connect with and get more information about their customer base. It helps marketing, sales, commerce, service and IT teams work as one from anywhere to keep the customers happy everywhere. ...
Salesforce CRM a hassle-free contact management by giving access to critical data of the customers and interaction history. It gives a complete customer picture including insights and engage-enhancement strategies. Users can use the social data of the customers for a deeper understanding of their particular behavior regarding any product or service.
Cloud-based contact management enables collaboration in the organization. Share insights and important documents to create a knowledge-sharing workplace. It traces the movement of the deals by accessing all the contact data.
Salesforce Sales Cloud
Sales Performance Management Software
Salesforce sales cloud is a customer relationship management and automation platform for sales teams to convert leads, close deals and understand the health of entire business in both B2B as well as B2C contexts. ...
It brings all the customer and prospect information together in an integrated platform, provides access to thousands of applications through its AppExchange marketplace and allows users to share information or ask questions using a real time collaboration feature with primary contact, opportunity, lead and data management, workflows for approval processes, sales forecasting, file sync and share and dashboards and reporting.
It provides AI driven insights from popular social media sites such as Facebook, Twitter, LinkedIn within the platform for account and contact management. It provides automatic lead scoring and routing for leads management and It automatically updates and enriches the account, contact and lead data that drives most important sales and marketing processes using AI.
Pipedrive
Sales CRM & Pipeline Management Software
Pipedrive is a sales management CRM tool designed for the sales and marketing professionals to help them handle all the admin related tasks and focus only towards boosting sales. The platform is ...
The AI powered sales assist feature inbuilt in the tool provides personalized inputs on performance, automation recommendations and trend charts. To help reflect on the sales process, the UI of the tool offers customization of workflows using drag-and-drop interface.
Hubspot Sales Hub
Fully featured Sales CRM and Sales Engagement Software
HubSpot sales hub is a sales service platform for sales teams which helps them to get all sales activities organized in one place. Using Hubspot sales teams can get lead notifications, automate tracking of all sales interactions. ...
It provides automated workflows for outreach, ability to create and share email templates, follow up with prospects, set up meetings with prospects, deal management and helps in tracking sales pipeline.
It uses several state-of-the-art technologies such as email sequencing, playbooks, inbox profiling, email tracking etc. to provide capabilities for sales pipeline management.
Insightly CRM
CRM Software for Gmail, G Suite and Outlook.
Insightly CRM and Copper both cater to CRM needs, yet they serve differing user bases and operational requirements. Insightly CRM emphasizes larger-scale operations and complex integrations, making it ideal for big enterprises in diverse industries. Copper focuses on streamlined engagement management, appealing to smaller to mid-sized businesses, particularly in consulting and IT sectors. Both have their strengths, with Insightly excelling in customization and scalability, and Copper shining in user-friendly practices and simplified processes. ...
Salesboom Cloud CRM
Customizable Cloud based CRM Software
Salesboom Cloud CRM is a customizable web-based CRM software that helps unify the strategic sales, marketing, customer service, and much more all in one user-friendly platform. It helps to increase sales and revenue and improve ROI. ...
Salesboom Cloud CRM customers benefit from the Cloud CRM Software system development to leverage the custom Cloud CRM Applications online software workflow on-demand platform to create the most customized and integrated customer-facing and back-office solutions, specific to their needs. It provides the Cloud CRM tools for customer relationship management, which helps to grow one customer at a time.
Some of Cloud CRM features include customized platform, workflow automation, website integration, document management, profile-based security and more.
Agile CRM
Automate your sales, marketing, and service in one platform
Agile CRM is a robust cloud-based customer relationship management software that integrates core functionalities of sales, marketing, service, and web engagement platforms into a single unified solution. ...
Agile CRM offers a massive set of features including project management, contact management, scheduling, sales and marketing automation, customer service, email tracking, landing pages, and social media marketing to name a few. With Agile CRM, users have a unified platform that puts all the information as well as people on a single page, streamlining their tasks, enhances communication and collaboration, and greatly improves productivity and output both at individual and collective levels.
Agile CRM centralizes real-time customer data, making it readily accessible and actionable across all teams. It supports full telephony integration alongside marketing support for sending email newsletters, social campaigns and SMS texts. Agile CRM automates web engagement with customer-conscious messages, pop ups, offers, surveys and signup forms.
ClickUp
One app to replace tasks, docs, chat, goals, & more
ClickUp is a customizable productivity platform that replaces other workplace apps for all users and all departments in an organization. It offers docs, reminders, goals, calendars, and even an inbox. Fully customizable, ClickUp works for every type of team, so all teams can use the same app to plan, organize, and collaborate. ...
ClickUp gives flexibility and control to organize everything from small teams to enterprise companies. It helps to tackle work from any angle with 15+ powerful views. Easily customized to manage any type of project, no code or add-ons required. Collaborate on product ideas, document bugs, or jot down meeting minutes with ClickUp Docs. Edit in real-time and keep everyone up-to-date with a visual knowledge base. Set goals, track progress, and manage resources more effectively with powerful reporting features along with Global Time Tracking, Time Estimates, and time Reporting.
Some of its features include creating tasks for anything in ClickUp, customized project management, viewing tasks in Google sheets, sending and receiving emails directly within ClickUp, scheduling the team and syncing in real-time with Google, Outlook and Apple. Goal tracking, time tracking and more.
Vtiger all-in-one CRM
Provide a seamless customer experience across marketing, sales, and customer support
Copper and Vtiger all-in-one CRM are powerful CRM solutions catering to diverse business needs. Copper excels in engagement and communication management for enhancing customer relationships, while Vtiger prioritizes opportunity and campaign management to boost sales and revenue. Copper offers robust support with 24/7 availability and is popularly used across industries such as IT and financial services. Meanwhile, Vtiger, with extensive vendor support, is widely adopted by large enterprises, especially in computer software and marketing. Both tools effectively streamline workflows and improve operational efficiencies differently. ...
Microsoft Dynamics 365 for Sales
Sales Force Automation | Microsoft Dynamics 365
Copper and Microsoft Dynamics 365 for Sales are both CRM solutions with unique strengths. Copper excels in compliance and ease of migration, appealing to large enterprises and those in IT and financial services. It supports sales engagement and lead tracking efficiently. Microsoft Dynamics 365 for Sales offers robust analytics and AI features, fitting mid-market and small business needs, especially in computer software and marketing sectors. It helps businesses enhance customer relationships and boost sales. ...
Sugar CRM
SugarCRM: #1 Rated Customer Relationship Management Software
SugarCRM is a customer relationship management and marketing automation platform for marketing, sales and services teams to achieve marketing automation and to collaborate across the entire customer lifecycle. ...
It primarily helps with lead management, inbound marketing, marketing analytics, sales forecasting, quote management and customer journey management. It can be deployed on the cloud or on prem.
It comes with built in automation and analytics.
workbooks.com
Workbooks | A platform to manage your business, designed and priced for the mid-market
Copper excels in integration and handling large scale enterprise needs with strong data import features. Workbooks.com shines in custom report creation and support options, suitable for enterprises seeking detailed analytics and extensive support. ...
SAP Customer Experience
Software to understand customers and engage them while growing revenue
SAP Customer Experience is an advanced CRM Software. The SAP Customer Experience portfolio covers every step in the customer journey process, from the first contact a customer has with a company through to when they choose to buy from it. SAP achieves this by integrating various solutions for marketing, sales, and customer relationship management. ...
SAP Customer Experience help clients build a seamless customer journey based on empathy and trust and leveraging SAP C/4HANA®, a suite of five industry-leading customer experience solutions. SAP Customer Data Cloud allows to turn anonymous visitors into loyal customers while growing the audience, building trust and personalizing customer relationships based on transparency and personal data control. SAP Marketing Cloud empowers marketers to successfully generate demand, increase lead conversions, and, ultimately, drive more sales. SAP Commerce Cloud ensures a personalized, comprehensive e-commerce experience with end-to-end commerce processes. SAP Sales Cloud enhances sales reps’ day-to-day work experience, while improving customer experiences and accelerating the buying process. SAP Service Cloud helps make service the heart of customer experience by bridging the gap between front-office engagements and back-office processes.
Act!
Act! CR
In comparing Copper and Act! within the CRM category, both show strong capabilities in engagement and contact management. Copper stands out for its high integration ability, essential for businesses needing robust data handling, making it ideal for large enterprises and industries like IT. Meanwhile, Act! excels in features like compliance and social media channels, appealing to real estate and smaller enterprises. Vendor support preferences suggest Copper is chosen for its around-the-clock assistance while Act! offers varied interaction options. ...
Maximizer CRM
SALES CRM SOFTWARE - PIPELINE MANAGEMENT
Maximizer CRM offers robust data import and integration capabilities, accommodating large enterprises in industries like construction and education with strong email and phone support channels. Copper stands out with powerful lead tracking and workflow management, trusted by IT and financial services, enhancing customer relationships through scalable practices and a strong emphasis on integrations. ...
Less Annoying CRM
Simple Contact Management for Small Business
Less Annoying CRM and Copper both offer extensive capabilities for customer relationship management. Less Annoying CRM leans towards contact management and customer engagement, which suits large enterprises in consulting and insurance. Meanwhile, Copper excels with lead management and enhanced integration, appealing to IT and financial services. Each one supports diverse user needs, with tailored vendor support options and strategic alignments in sales, customer retention, and communication. ...
BUSINESSNEXT '' formerly CRMNEXT ''
The #1 CRM For Banking And Insurance
BUSINESSNEXT is a cloud-native, platform-as-a-service universe designed to speed the digital transformation of banking, insurance, and financial organizations. BUSINESSNEXT is an AI-powered ...
Sage CRM
Top-rated cloud financial management
Sage CRM is a cloud-based customer relationship management solution that helps businesses optimize the customer experience by offering tools to manage new and existing client relationships. It helps to enhance customer relationships and acquire customers. ...
Sage CRM accelerates response time to customer inquiries with accurate information related to project costing and pricing. It provides time and expenses tracking through mobile devices to get real-time insight on tasks completed, improve accounting processes with automated creation of customer invoices, revenue recognition entries, and budget adjustments, simplify project management and ensure accurate tracking to optimize profitability and keep projects on schedule.
Sage CRM helps to gain reliable insight where the business stands and act, understand customers better to improve customer retention and drive revenue growth, collaborate effectively to be productive and efficient, and accelerate team performance.
Apptivo
Cloud Business Management Software Suite
Apptivo is a Business Management Software that is used by organizations to experience the power of integrated software. It consists integrated set of apps that include CRM, Project Management, Contract Management, Email Marketing, Help Desk, Invoicing and more. It helps to improve efficiency and enhance customer relationships. ...
Apptivo integrated suite of apps is used by businesses of all sizes, ranging from just one user to thousands. It provides customizable apps for businesses to enhance collaboration and communication with the customers.
Some of its features include tracking the complete sales process and close more deals from anywhere with the online CRM software, collaborate on tasks, manage timesheets, and log expense reports, billing system to send and receive online payments from anywhere, supply chain management with vendor tracking, purchasing, and inventory and many more.
BenchmarkONE
Sales and marketing software for small businesses and marketing agencies
BenchmarkONE and Copper are both powerful CRM solutions but cater to distinct business needs. BenchmarkONE is tailored for marketing-driven teams emphasizing communication management, while Copper excels in integration and engagement. BenchmarkONE attracts large enterprises across varied sectors, whereas Copper is popular in IT and financial services. BenchmarkONE's feature set includes detailed reporting and comprehensive migration tools. Copper focuses on extensive integration abilities and robust support options, making it suitable for businesses prioritizing seamless workflow management and lead tracking. ...
Zendesk Sell
Enhance productivity, processes, and pipeline visibility for sales teams
Zendesk Sell and Copper provide robust CRM solutions tailored for distinct business needs. Zendesk Sell excels in communication management and seamless data migration, making it ideal for enterprises looking to streamline internal and customer communications. Copper, known for powerful integration capabilities, stands out for industries keen on tech-driven lead management and engagement strategies. Both platforms offer diverse support options, catering to a wide range of business scales and sectors. ...
GreenRope
CRM with Marketing Automation for maximum growth and efficiency
GreenRope and Copper are CRM solutions catering to different operational needs. GreenRope emphasizes seamless communication and customer engagement, ideal for large enterprises in marketing and IT sectors. It excels with tools like analytics and custom reports. Copper, on the other hand, targets extensive integration and lead management, making it suitable for large enterprises in IT and financial services. Its features like compliance and data import streamline operations for companies focusing on lead generation and stakeholder relations. ...
Salesmate Sales CRM
Sales CRM Software for Growing Sales Teams
Salesmate is a sales CRM platform that enriches customer interactions, boosts sales productivity and helps win more deals. It helps to manage sales & revenue, save time and acquire new customers. ...
Salesmate is an intelligent sales CRM which helps sales reps to be more productive, increase their sales and engage deeply with their customers. Salesmate helps businesses close more deals faster.
Salesmate easily captures contacts, enrich them, track all conversations and activities, and have informed conversations with better insights, uses sales activity tracker to plan ahead, track activities and automate sales process steps. It improves on entire sales funnel by using interactive, pre-built, and customizable sales reports. These features help Salesmate in converting the team into a top-selling squad.