What users are saying about
14 Ratings
61 Ratings
14 Ratings
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Score 6 out of 100
61 Ratings
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Score 6.3 out of 100

Feature Set Ratings

  • Claritysoft ranks higher in 7 feature sets: Sales Force Automation, Customer Service & Support, Marketing Automation, CRM Project Management, CRM Reporting & Analytics, Customization, Security
  • Copper ranks higher in 1 feature set: Platform

Sales Force Automation

8.6

Claritysoft

86%
4.3

Copper

43%
Claritysoft ranks higher in 8/9 features

Customer data management / contact management

9.3
93%
5 Ratings
5.6
56%
19 Ratings

Workflow management

9.1
91%
4 Ratings
2.7
27%
18 Ratings

Territory management

8.2
82%
4 Ratings
5.0
50%
4 Ratings

Opportunity management

8.8
88%
5 Ratings
5.1
51%
18 Ratings

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

8.5
85%
5 Ratings
8.0
80%
19 Ratings

Quote & order management

7.5
75%
5 Ratings
2.0
20%
7 Ratings

Interaction tracking

9.0
90%
5 Ratings
3.4
34%
18 Ratings

Channel / partner relationship management

8.2
82%
4 Ratings
1.0
10%
7 Ratings

Contract management

N/A
0 Ratings
5.7
57%
9 Ratings

Customer Service & Support

10.0

Claritysoft

100%
2.7

Copper

27%
Copper ranks higher in 2/3 features

Help desk management

10.0
100%
3 Ratings
3.3
33%
7 Ratings

Case management

N/A
0 Ratings
2.2
22%
9 Ratings

Call center management

N/A
0 Ratings
2.6
26%
5 Ratings

Marketing Automation

8.8

Claritysoft

88%
2.6

Copper

26%
Claritysoft ranks higher in 2/2 features

Lead management

8.8
88%
4 Ratings
3.6
36%
16 Ratings

Email marketing

8.8
88%
4 Ratings
1.5
15%
9 Ratings

CRM Project Management

9.2

Claritysoft

92%
3.7

Copper

37%
Claritysoft ranks higher in 3/3 features

Task management

10.0
100%
4 Ratings
4.6
46%
19 Ratings

Billing and invoicing management

9.0
90%
3 Ratings
1.6
16%
5 Ratings

Reporting

8.5
85%
5 Ratings
5.0
50%
17 Ratings

CRM Reporting & Analytics

9.4

Claritysoft

94%
6.5

Copper

65%
Claritysoft ranks higher in 3/3 features

Forecasting

9.1
91%
4 Ratings
6.2
62%
15 Ratings

Pipeline visualization

9.0
90%
4 Ratings
6.7
67%
18 Ratings

Customizable reports

10.0
100%
4 Ratings
6.5
65%
16 Ratings

Customization

8.8

Claritysoft

88%
5.2

Copper

52%
Claritysoft ranks higher in 3/4 features

Custom fields

8.7
87%
5 Ratings
8.0
80%
19 Ratings

Custom objects

8.3
83%
4 Ratings
4.3
43%
12 Ratings

API for custom integration

9.4
94%
4 Ratings
4.5
45%
9 Ratings

Scripting environment

N/A
0 Ratings
4.1
41%
3 Ratings

Security

9.0

Claritysoft

90%
8.4

Copper

84%
Claritysoft ranks higher in 1/2 features

Single sign-on capability

8.5
85%
5 Ratings
8.9
89%
12 Ratings

Role-based user permissions

9.5
95%
5 Ratings
8.0
80%
13 Ratings

Platform

6.5

Claritysoft

65%
7.6

Copper

76%
Copper ranks higher in 1/1 features

Mobile access

6.5
65%
4 Ratings
7.6
76%
17 Ratings

Social CRM

Claritysoft

Feature Set Not Supported
N/A
2.0

Copper

20%
Copper ranks higher in 2/2 features

Social data

N/A
0 Ratings
2.1
21%
12 Ratings

Social engagement

N/A
0 Ratings
2.0
20%
7 Ratings

Integrations with 3rd-party Software

Claritysoft

Feature Set Not Supported
N/A
2.0

Copper

20%
Copper ranks higher in 2/2 features

Marketing automation

N/A
0 Ratings
3.0
30%
12 Ratings

Compensation management

N/A
0 Ratings
1.0
10%
1 Rating

Attribute Ratings

  • Claritysoft is rated higher in 1 area: Likelihood to Recommend

Likelihood to Recommend

7.2

Claritysoft

72%
5 Ratings
2.8

Copper

28%
20 Ratings

Usability

Claritysoft

N/A
0 Ratings
4.5

Copper

45%
11 Ratings

Support Rating

Claritysoft

N/A
0 Ratings
2.8

Copper

28%
13 Ratings

Likelihood to Recommend

Claritysoft

Great software for keeping track of things you've done or need to do with certain customers or potential customers.
Read full review

Copper (formerly ProsperWorks)

Copper has helped me extensively keep track of not only my own but my company's workflow. With so many projects and quotes to track, it has become essential to keep me on task and not miss any of our goals. It has been a perfect fit with our specific workflow, but I don't think it has the customizability just yet to be a perfect fit for every company out there.
Read full review

Pros

Claritysoft

  • Claritysoft is a low-cost solution for smaller companies to be able to keep up with leads and customers.
  • It also is great for having one depository for quotes and opportunities you and your company are working on.
  • The marketing function seems to also work really well for sending out and tracking email campaigns.
Read full review

Copper (formerly ProsperWorks)

  • I think the Opportunities Pipeline is probably the best feature of the CRM. The versatility of it allows for pipelines to be made for not only sales but myriad of other ways.
  • Copper's commitment to customer satisfaction is pretty spectacular. Many CRMs aren't as dedicated to this and provide their customers with simple how to articles that fall short of being an actual help.
  • Copper's ability to sync with Google is an undersold perk. If a company relies on the Google workspace, Copper is an amazing tool to work alongside with Google.
Read full review

Cons

Claritysoft

  • Needs to have the ability to be able to change accounts, opportunities, leads, and contacts over to another rep without having to go into each field separately--this is extremely time-consuming.
  • Would like to see each page be able to bring up more then 100 clients at a time.
Read full review

Copper (formerly ProsperWorks)

  • I wish it were easier to create a dashboard to view sales and growth.
  • There are some features I would like to change but can't seem to figure out, so I just deal with not being able to, nothing major though.
  • I would like to see it offer more free links to other services such as Quick Books.
Read full review

Pricing Details

Claritysoft

Starting Price

$39 per month

Editions & Modules

Claritysoft editions and modules pricing
EditionModules
Claritysoft$39.001

Footnotes

  1. Per Month Per User

Offerings

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services

Entry-level set up fee?

Optional

Additional Details

Copper

Starting Price

$29 per month per user

Editions & Modules

Copper editions and modules pricing
EditionModules
Basic$29.001
Professional$69.002
Business$134.003

Footnotes

  1. per month per user
  2. per month per user
  3. per month per user

Offerings

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services

Entry-level set up fee?

No setup fee

Additional Details

Up to 29% discount for annual pricing.

Usability

Claritysoft

No answers on this topic

Copper (formerly ProsperWorks)

I would rate Copper overall usability as a 10. It is easy to use. I am not extremely computer friendly so I needed to find something that would fit what I can do. Copper definitely fit the bill. I would highly recommend it to anyone of any level of computer knowledge.
Read full review

Support Rating

Claritysoft

No answers on this topic

Copper (formerly ProsperWorks)

It has been so far so good, they have been quick to respond to queries, and do follow up as well. But then again this is a work in progress and I guess they would not have a solution to every problem every posed to them right away. Hence I will refrain from making any judgments.
Read full review

Alternatives Considered

Claritysoft

Claritysoft's emails are much easier to use since Salesforce is in the middle of switching from Classic to Lightning. Also, Salesforce does not have a native group edit option. Claritysoft is much more data driven and you can use all functions of Excel to customize reports. However, Claritysoft does not have as many third-party add-on options compared to Salesforce's app exchange.
Read full review

Copper (formerly ProsperWorks)

For my company, we chose Copper over Salesforce and HubSpot for a few reasons. First and foremost, G-Suite integration. This was one of the most attractive features we liked about Copper. The integration allows for seamless lead import, automated activity tracking and much more. Second, Copper is designed with the end user in mind. It has to be one of the simplest CRMs I have ever used. Additionally, Copper has fantastic customer success managers who make sure you are getting the most out of the platform. Lastly, Copper has very competitive pricing and offers many features of the big name CRMs at a much more economical price point
Read full review

Return on Investment

Claritysoft

  • Our previous application did not offer the data details that recently became oftenly asked for by our client. This would cause long waits to build out reporting function via a supportive application. With Claritysoft, we have been able to build internally, reports asked for by the client, as well as offer other reports our client had not thought of. It's ROI is continues to grow week to week it seems.
  • The interaction with the Outlook client in our environment has been less than impressive, but that may be indicative of the parameters and not the fault of the application.
  • Setting up accounts, laying permissions and roles, has been a night and day, positive change, compared to our predecessor.
Read full review

Copper (formerly ProsperWorks)

  • I used ProsperWorks at a startup with around 100 people that was undergoing a serious sales crisis. ProsperWorks, I would say, was the number one tool to turn around the sales team as it allowed one book of truth and one place where every one could finally be on the same page.
  • It's hard to judge ROI on the joy of using a well designed product. After using SFDC or Hubspot or any other CRM, ProsperWorks will feel like a Ferrari. Everything is fast, everything is smooth, and it's lightweight in a good way.
  • The ROI was excellent based on a productivity stand point. Being able to pull up daily activity reports went a LONG way to ensuring the sales team was hitting their marks, and getting done what they need to get done.
Read full review

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