17hats vs Copper | TrustRadius

Likelihood to Recommend

I think it's great for businesses who offer monthly services and want to automate their invoicing. Even for businesses who offer one-off services as well.

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Marli Espinales

Internet Marketing Director and Consultant

Clicc Media IncMarketing and Advertising, 1-10 employees

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Copper is the perfect CRM for businesses and organizations that use G-Suite. It integrates seamlessly with Google products and makes data entry a thing of the past. With a simple click, you can import leads from your Gmail conversations or import a prebuilt list in a matter of minutes. Copper is truly customizable and is very easy to make the CRM work for you. It is very easy to create custom fields, manage leads, people and opportunities, and run reports on user activity, pipelines, and more. I think Copper is less appropriate for organizations that may need very complex CRM environments and do not leverage Gmail or G-suite products. Copper is the CRM for Google users.

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Erik Viager

Manager, Business Development

Manifest LLCMarketing and Advertising, 51-200 employees

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Feature Rating Comparison

17hats

Copper

Customer data management / contact management

Workflow management

Integration with email client (e.g., Outlook or Gmail)

Contract management

Quote & order management

Interaction tracking

Territory management

Opportunity management

Channel / partner relationship management

17hats

Copper

Case management

Call center management

Help desk management

17hats

Copper

Lead management

Email marketing

17hats

Copper

Task management

Billing and invoicing management

Reporting

17hats

Copper

Custom fields

Custom objects

Scripting environment

API for custom integration

17hats

Copper

Single sign-on capability

Role-based user permissions

17hats

Copper

Marketing automation

17hats

Copper

Mobile access

17hats

Copper

Forecasting

Pipeline visualization

Customizable reports

17hats

Copper

Social data

Social engagement

Pros

Invoicing
Creating online questionnaire

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Marli Espinales

Internet Marketing Director and Consultant

Clicc Media IncMarketing and Advertising, 1-10 employees

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ProsperWorks UI and integration with Gmail is just unmatched. It's beautiful, easy, straight forward, and a delight to use.
Their kanban flow for deals is awesome, and the ability to link any deal/company/person/document/calendar event with just about any other one makes drawing connections between things really simple.
Their reporting for activity is awesome. I used this for a period of 7 months to manage a collections team and it was invaluable to watch daily call volumes, and pull live reports to show the team at the end of the day.

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Scott Entwistle

Founder

Predictable HireHuman Resources, 1-10 employees

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Cons

Cheaper credit card charges
Ability to tweak their questionnaires a bit more

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Marli Espinales

Internet Marketing Director and Consultant

Clicc Media IncMarketing and Advertising, 1-10 employees

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I have zero visibility into any of my feature requests. I submit them frequently to my customer success person and I don't know whether they are being worked on or will ever be worked on. I'd like to see some kind of roadmap.
The Google Sheets add on is a nice tool but it's frustrating having to continually refresh it, I wish it would just refresh daily by itself.
The analytics and forecasting is not very robust, it needs a lot of number fudging on the Google Sheets add-on to give you actionable results.

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Verified User

Manager in Sales

Education Management Company, 11-50 employees

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Usability

No score

No answers yet

No answers on this topic

Copper 7.6

Based on 2 answers

Any more today, I think CRM's come in at a dime a dozen. There are so many options to choose from today that it can make getting sucked in to a pretty UI rather easy. Don't be fooled since Copper is truly a Google-based CRM and we absolutely love the integrations it provides and ease of use. People just use it

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Kelly Wasden

Sr. Account Executive

MotivosityHuman Resources, 11-50 employees

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Support Rating

17hats 8.0

Based on 1 answer

It's chat based so you have to wait a bit to hear back from them but they have gotten quicker with their responses which I appreciate.

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Marli Espinales

Internet Marketing Director and Consultant

Clicc Media IncMarketing and Advertising, 1-10 employees

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Copper 7.0

Based on 2 answers

Overall the support for ProsperWorks CRM is OK. When I get hold of my reps they are pretty knowledgeable and usually solve my problems. When I first started using the software they were a lot harder to get hold of so this has improved. My biggest complaint though is that my feature requests seem to go into a black hole, I never hear the status of them and I have no idea if they have even been passed on.

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Verified User

Manager in Sales

Education Management Company, 11-50 employees

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Alternatives Considered

No answers on this topic

I selected Copper because of its interface with all things Google, specifically the sync feature for calendar and capture of email correspondence. It made sense to use Copper because our corporate communications is built on the Google platform. Bloomerang is an excellent tool for tracking donor contributions, but not as facile as a CRM. I didn't work extensively in Zoho or Salesforce.

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Jay Werth

Partner / Campaign Manager

Convergent Nonprofit SolutionsNon-profit Organization Management, 11-50 employees

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Return on Investment

ROI - Saves me time on creating invoices and questionnaires.

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Marli Espinales

Internet Marketing Director and Consultant

Clicc Media IncMarketing and Advertising, 1-10 employees

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Being a paid user with many Copper team members, we have definitely reaped the benefit of reports by pipeline, along with financial projections, and determining ROI of paid media channels with opportunity lead sources.
Copper has also allowed us to have effective sales meetings where our team members go through their pipelines and collaborate together on opportunities and share learning points that help the rest of the sales team avoid similar mistakes.

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Sam Lepak

Head of Digital Marketing

YachtLifeInternet, 11-50 employees

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Pricing Details

General

Free Trial

—

Free/Freemium Version

—

Premium Consulting/Integration Services

—

Entry-level set up fee?

No

General

Free Trial

—

Free/Freemium Version

—

Premium Consulting/Integration Services

—

Entry-level set up fee?

No

Rating Summary

17hats

Copper

17hats

Copper

17hats

Copper

Likelihood to Recommend

17hats

Copper

Feature Rating Comparison

Customer data management / contact management

Workflow management

Integration with email client (e.g., Outlook or Gmail)

Contract management

Quote & order management

Interaction tracking

Territory management

Opportunity management

Channel / partner relationship management

Case management

Call center management

Help desk management

Lead management

Email marketing

Task management

Billing and invoicing management

Reporting

Custom fields

Custom objects

Scripting environment

API for custom integration

Single sign-on capability

Role-based user permissions

Marketing automation

Mobile access

Forecasting

Pipeline visualization

Customizable reports

Social data

Social engagement

Pros

17hats

Copper

Cons

17hats

Copper

Usability

17hats

Copper

Support Rating

17hats

Copper

Alternatives Considered

17hats

Copper

Return on Investment

17hats

Copper

Pricing Details

General

Free Trial

Free/Freemium Version

Premium Consulting/Integration Services

Entry-level set up fee?

General

Free Trial

Free/Freemium Version

Premium Consulting/Integration Services

Entry-level set up fee?

Rating Summary

Add comparison