BIGContacts vs. Copper

BigContacts has helped us automate and personalize our marketing campaigns, which has resulted in an improvement in our bottom line. We have been able to create and deliver highly personalized experiences for our customers, which has contributed to improved satisfaction and reduced churn.

If you need to track contract expiration dates of your clients or your prospects that you're trying to sell - Copper is your tool. If you want to track specific products, solutions, vendors, etc. Copper can do it. I use it to track many brands of IT products and services with the use of custom fields to track which prospects/clients have any number of these items. Rather than taking notes, I can select the product from a drop down list that I created VERY EASILY within Copper.

• easy to track the performance of email campaigns with the help of detailed reports and analytics
• BigContacts also allows us to define custom triggers for delivering emails

• Allows for contacts to be synced and organized directly from Gmail.
• Gives a flexible style and customizable settings to match our company's specific needs.
• Does a great job of helping us keep track of projects. We easily created a customized "Status" field with several status options that help us update the many phases of our project.

Incentivized

• There have been some issues with the speed of the software after the upgrade.
• Looking up contacts could be made easier.

• Window change: for mobile - when you tap on a card from a pipeline it takes you to the lead’s basic info. I wish it would immediately just open all activities so I can quick see notes
• I usually use Copper on the go. When you open the Copper app, it immediately opens a collab window. I wish it had some sort of easy dashboard….plus a notes area. I open Copper on mobile to quickly search for someone’s name or to take quick notes from a sales meeting

BigContacts has stood out from all of them since it offers customization to a great extent. It is easy to customize the sales pipeline, reports, layouts, workflows, etc., to get the most out of them.

Copper is simple to use and it's simple to figure out the additional functionality you may need or want to use. There are a lot of support articles and the support itself is great. But it's also fairly simple to figure out on your own. It integrates easily with Google Workspace as well.

Incentivized

. By eliminating repetitive activities such as follow-ups or data entry, BIGContacts saves a lot of time for us. Did not faced any difficulties while using the software . It is the perfect software to go for

There have been a few times when I contacted the "help desk" or "support team" and they just told me to watch a video or join a seminar to learn what I am looking to do. I would have expected someone to take a few minutes and literally walk me through the steps one by one until either I figured it out or accomplished the goal of my request.

As a small business, we have benefitted significantly from the implementation of this easy-to-use CRM application. With all relevant data and tasks in one place, it is easier to meet deadlines and customer expectations. We also use the tool to assign tasks to team members and monitor their progress routinely. Moreover, the tool integrates with a number of business applications, enabling us to manage everything from the same platform.

We selected Copper over these other CRMs mainly because of its ability to integrate with Google Workspace. Members of our team have used Salesforce in the past and found it to be a nightmare to work with/on. Candidly, Copper doesn't fill all of our needs so we supplement that with the use of Asana.

Incentivized

• The performance of the mobile version is one area that BigContacts can improve upon to become the most reliable CRM for small businesses.

• Copper has simplified our CRM and makes it easy for the sales team to keep track of leads and opportunities.
• Copper has allowed us to save money as it is a fairly competitively priced platform.
• Copper has simplified our workflow, allowing us to work more efficiently and save time from tedious data entry.

Incentivized