What users are saying about
10 Ratings
52 Ratings
10 Ratings
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Score 7.8 out of 100
52 Ratings
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Score 7.4 out of 100

Likelihood to Recommend

Claritysoft

Great software for keeping track of things you've done or need to do with certain customers or potential customers.
Reagan Reed | TrustRadius Reviewer

Copper

It is very easy to use to enter client information and opportunities, as well as follow-up tasks. I use the program every day to set myself up with a client follow-up list on a specific day each week when I either call a client, follow up on an opportunity, or simply schedule a service for them.
Mark Caliendo | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Claritysoft
8.6
Copper
6.6
Customer data management / contact management
Claritysoft
9.3
Copper
8.0
Workflow management
Claritysoft
9.0
Copper
7.3
Territory management
Claritysoft
8.2
Copper
5.0
Opportunity management
Claritysoft
8.8
Copper
7.6
Integration with email client (e.g., Outlook or Gmail)
Claritysoft
8.5
Copper
9.6
Quote & order management
Claritysoft
7.5
Copper
3.2
Interaction tracking
Claritysoft
9.0
Copper
8.0
Channel / partner relationship management
Claritysoft
8.2
Copper
3.3
Contract management
Claritysoft
Copper
7.0

Customer Service & Support

Claritysoft
10.0
Copper
7.0
Help desk management
Claritysoft
10.0
Copper
8.0
Case management
Claritysoft
Copper
7.0
Call center management
Claritysoft
Copper
6.0

Marketing Automation

Claritysoft
8.8
Copper
5.5
Lead management
Claritysoft
8.8
Copper
7.9
Email marketing
Claritysoft
8.8
Copper
3.2

CRM Project Management

Claritysoft
9.2
Copper
4.4
Task management
Claritysoft
10.0
Copper
6.0
Billing and invoicing management
Claritysoft
9.0
Copper
1.6
Reporting
Claritysoft
8.5
Copper
5.6

CRM Reporting & Analytics

Claritysoft
9.3
Copper
6.0
Forecasting
Claritysoft
9.0
Copper
4.7
Pipeline visualization
Claritysoft
9.0
Copper
7.6
Customizable reports
Claritysoft
10.0
Copper
5.9

Customization

Claritysoft
8.8
Copper
5.6
Custom fields
Claritysoft
8.7
Copper
8.0
Custom objects
Claritysoft
8.3
Copper
7.0
API for custom integration
Claritysoft
9.3
Copper
3.5
Scripting environment
Claritysoft
Copper
4.1

Security

Claritysoft
9.0
Copper
8.2
Single sign-on capability
Claritysoft
8.5
Copper
8.9
Role-based user permissions
Claritysoft
9.5
Copper
7.6

Platform

Claritysoft
6.5
Copper
7.2
Mobile access
Claritysoft
6.5
Copper
7.2

Social CRM

Claritysoft
Copper
2.6
Social data
Claritysoft
Copper
3.3
Social engagement
Claritysoft
Copper
1.9

Integrations with 3rd-party Software

Claritysoft
Copper
3.3
Marketing automation
Claritysoft
Copper
5.7
Compensation management
Claritysoft
Copper
1.0

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.
Dwayne Tharp | TrustRadius Reviewer

Copper

  • 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.
Anonymous | TrustRadius Reviewer

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.
Pamela Elliott | TrustRadius Reviewer

Copper

  • Copper automatically pulls leads' social information and picture. Sometimes this information is not accurate.
  • We did not have a successful integration with RingCentral (web phone and meeting app) but this isn't a huge drawback.
  • I am pleased using Copper and can't think of any other cons since implementation.
Erik Viager | TrustRadius Reviewer

Usability

Claritysoft

No score
No answers yet
No answers on this topic

Copper

Copper 7.6
Based on 8 answers
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.
Jason Tenzer | TrustRadius Reviewer

Support Rating

Claritysoft

No score
No answers yet
No answers on this topic

Copper

Copper 4.6
Based on 10 answers
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.
Ben J. Varghese | TrustRadius Reviewer

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.
Joshua Day | TrustRadius Reviewer

Copper

ProsperWorks is just an amazing lightweight CRM. Unless you're a large organization that needs to build out crazy custom reporting and tools that integrate into your CRM, Prosperworks is the best bet. Instead of being an IT project that you need to get a bunch of other people involved in, it just works and allows the very basic job of managing customer relationships to be done effectively. Salesforce is too bloated for a small organization, and while HubSpot is pretty decent it just doesn't match the Gmail integration and usability of Prosperworks.
Scott Entwistle | TrustRadius Reviewer

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.
Ryan Weller | TrustRadius Reviewer

Copper

  • Speed to call leads has increased for us over 32%.
  • Opportunities have not fallen through the cracks with collaboration efforts from CS and Sales.
  • Saves us time inputting information into just Copper vs. multiple clicks and crappy integrations with other CRMs.
Kelly Wasden | TrustRadius Reviewer

Pricing Details

Claritysoft

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional

Claritysoft Editions & Modules

Edition
Claritysoft$39.001
  1. Per Month Per User
Additional Pricing Details

Copper

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Copper Editions & Modules

Edition
Basic$25.001
Professional$59.001
Business$119.001
  1. Per User/Per Month (billed annually)
Additional Pricing Details

Rating Summary

Likelihood to Recommend

Claritysoft
8.2
Copper
5.4

Usability

Claritysoft
Copper
7.6

Support Rating

Claritysoft
Copper
4.6

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