Apptivo vs Copper

• Built in support for new users.
• Basic crm works...just dont expect it do anything well beyond the basic.
• Price.
• Google Apps integration is better than a lot of the competition who charge and anwful lot more.
• They are open to and try adapt quickly based on customer feedback.

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• It's really intuitive and easy to use. Not much training is needed to figure out the CRM compared to other products I've used before. This is great as it cuts down on training time for the team.
• They are relatively responsive and easy to get hold of if there are any issues.
• It's much cheaper than other comparable CRMs.

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• Homescreen claims to be the center of the application however the sub sections are mostly flawed or do not function as one would expect.
• The built in email client kinda works but depending on which section of the app you are in the default font will be different from your signature. Also you cannot add a cell phone to staff signatures. I asked about this for months. It was never fixed. When will CRM companies learn that email is STILL the center of many business. It is unacceptable to have different fonts in the same mail and signatures that change from client to client.
• They frequently messed up our contact data.
• Multi currency exists on invoices but not on other apps.
• Fragmentation with their apps....some apps are still on version 3 some on 4 and some on version 5. This means you are forced to deal with 2 or more different user interfaces within the same app.
• No consistency between the apps.
• Often there is little or no integration between the apps inside Apptivo.

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• While Copper has a quite robust API, they do not have any webhook receiver URLs. In order to effectively communicate data between Copper and another platform is through a paid Zapier account or Tray.io.
• Automated actions are nice, but the work flow automations are extremely limited. We are not able to send users automated emails, push notifications when they enter a new stage of a pipeline.
• More direct integrations with messaging services - transactional + marketing email services, push notification platforms, chat services.

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• It cost us money.
• We lost a few hundred man hours on this. We stuck with them for a while based upon the promises received and the excellent speed at which support would reply to concerns. However fixes to the big issues still have not arrived a year later.

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• Copper has helped ensure we follow up with leads.
• It has helped us track every stage of sponsorship sales for multiple events happening at the same time.

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