What users are saying about
38 Ratings
15 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>
Score 8.9 out of 100
38 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>
Score 8.4 out of 100

Likelihood to Recommend

Contactually, by Compass

Contactually is a very powerful CRM, even though it is extremely simple to use. It is very intuitive and fun to use! Their templates for nurturing and follow-up are phenomenal, so if you have a sales cycle, this is the tool for you. I even use it to keep track of family and acquaintances' interactions, as Contactually can alert me when it's been 30 days since the last time I talked to person A. The only reason I don't give it a 10 is because price has been going up in recent years.
Barbara Carneiro | TrustRadius Reviewer

Copper

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.
Erik Viager | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Contactually, by Compass
8.8
Copper
7.8
Customer data management / contact management
Contactually, by Compass
9.8
Copper
8.3
Workflow management
Contactually, by Compass
9.5
Copper
7.2
Territory management
Contactually, by Compass
8.9
Copper
8.0
Opportunity management
Contactually, by Compass
9.4
Copper
8.6
Integration with email client (e.g., Outlook or Gmail)
Contactually, by Compass
9.8
Copper
8.0
Contract management
Contactually, by Compass
6.0
Copper
7.9
Quote & order management
Contactually, by Compass
6.0
Copper
6.3
Interaction tracking
Contactually, by Compass
9.8
Copper
7.9
Channel / partner relationship management
Contactually, by Compass
9.8
Copper
7.9

Customer Service & Support

Contactually, by Compass
9.1
Copper
8.1
Case management
Contactually, by Compass
9.7
Copper
7.9
Call center management
Contactually, by Compass
8.0
Copper
8.0
Help desk management
Contactually, by Compass
9.7
Copper
8.3

Marketing Automation

Contactually, by Compass
9.7
Copper
8.3
Lead management
Contactually, by Compass
9.8
Copper
8.3
Email marketing
Contactually, by Compass
9.5
Copper
8.4

CRM Project Management

Contactually, by Compass
6.3
Copper
7.9
Task management
Contactually, by Compass
7.0
Copper
8.1
Billing and invoicing management
Contactually, by Compass
5.0
Copper
8.0
Reporting
Contactually, by Compass
7.0
Copper
7.5

CRM Reporting & Analytics

Contactually, by Compass
7.0
Copper
7.1
Forecasting
Contactually, by Compass
7.0
Copper
7.1
Pipeline visualization
Contactually, by Compass
7.0
Copper
8.4
Customizable reports
Contactually, by Compass
7.0
Copper
5.8

Customization

Contactually, by Compass
7.0
Copper
7.4
Custom fields
Contactually, by Compass
7.0
Copper
8.3
Custom objects
Contactually, by Compass
7.0
Copper
8.1
Scripting environment
Contactually, by Compass
7.0
Copper
8.0
API for custom integration
Contactually, by Compass
7.0
Copper
5.3

Security

Contactually, by Compass
7.5
Copper
8.3
Single sign-on capability
Contactually, by Compass
9.0
Copper
8.4
Role-based user permissions
Contactually, by Compass
6.0
Copper
8.2

Social CRM

Contactually, by Compass
8.4
Copper
7.7
Social data
Contactually, by Compass
9.8
Copper
6.5
Social engagement
Contactually, by Compass
7.0
Copper
9.0

Integrations with 3rd-party Software

Contactually, by Compass
9.8
Copper
7.7
Marketing automation
Contactually, by Compass
9.8
Copper
7.7

Platform

Contactually, by Compass
9.4
Copper
8.1
Mobile access
Contactually, by Compass
9.4
Copper
8.1

Pros

Contactually, by Compass

  • The get connected prompts is a very useful feature.
  • Good data consolidation picked up from a variety of sources.
  • Once added, the contact profiles are updated regularly with how the contacts' LinkedIn profile would change.
Anonymous | TrustRadius Reviewer

Copper

  • 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.
Scott Entwistle | TrustRadius Reviewer

Cons

Contactually, by Compass

  • Pipeline functions. It's pretty bare minimum right now.
  • Capturing text and phone calls outside the app. It's hard to remember to initiate both from the app.
  • Calendar function. You should be able to edit the calendar in Contactually and it would sync with your Google calendar.
Leilani Chin | TrustRadius Reviewer

Copper

  • 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.
Anonymous | TrustRadius Reviewer

Likelihood to Renew

Contactually, by Compass

Contactually, by Compass 1.0
Based on 1 answer
Just doesn't provide the sophistication that I seek. It's a simple solution with some innovation automation relatively speaking, but ideal for individuals and small businesses with basic CRM needs.
Anonymous | TrustRadius Reviewer

Copper

No score
No answers yet
No answers on this topic

Usability

Contactually, by Compass

Contactually, by Compass 7.0
Based on 1 answer
Easy to use, does not require a strong technical background at all.
Anonymous | TrustRadius Reviewer

Copper

Copper 7.9
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
Kelly Wasden | TrustRadius Reviewer

Support Rating

Contactually, by Compass

No score
No answers yet
No answers on this topic

Copper

Copper 7.0
Based on 4 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.
Anonymous | TrustRadius Reviewer

Alternatives Considered

Contactually, by Compass

It seemed to have everything that I wanted and wasn't too expensive.
Leilani Chin | TrustRadius Reviewer

Copper

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.
Jay Werth | TrustRadius Reviewer

Return on Investment

Contactually, by Compass

  • It's had a very positive impact in building and maintaining my relationships. The ROI has been positive as an affordable and user-friendly CRM.
Sabrina Marshall-Wojtewicz | TrustRadius Reviewer

Copper

  • 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.
Sam Lepak | TrustRadius Reviewer

Pricing Details

Contactually, by Compass

General

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

Copper

General

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

Rating Summary

Likelihood to Recommend

Contactually, by Compass
9.0
Copper
8.3

Likelihood to Renew

Contactually, by Compass
1.0
Copper

Usability

Contactually, by Compass
7.0
Copper
7.9

Support Rating

Contactually, by Compass
Copper
7.0

Add comparison