ContactMonkey vs. Copper

If you are a sales rep and want to know if your email has been opened without having to use receipts this is perfect. However, many people find this intrusive and inappropriate. I don't believe in this day and age there should be a moral outrage to track your emails but it happens. I particularly like it for Outlook 2016. I've tried Yesaware but found this better suited.

Incentivized

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.

• Uploads information from business cards to your current contact database through your camera phone
• Great resource for looking up people before meetings and doing other types of background research
• Use information found on the internet to fill in information about your contact

Incentivized

• 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

• Salesforce integration seems unnecessary
• Has refresh issues occasionally
• Can cause slowing issues for Outlook
• Doesn't have integration with Outlook.com/Exchange

Incentivized

• 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

Easy to use

Incentivized

Easy for all users.

Incentivized

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

Easy to contact, quick follow-up/

Incentivized

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.

It is really easy to integrate with GMail, so just start from there

Incentivized

Contact Monkey was the best solution for Outlook 2016. While Yesaware is a good product with Microsoft 365 integration, I found it expensive and too feature rich for what I needed. If you are just trying to find something simple that does what you need well and cheap, this is the best solution on the market. It does have Salesforce integration but I just use the Salesforce product that is free and provides the same or more prospect info.

Incentivized

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

• I've found companies that have shared my email and opened the email 20-60 times but never responded. It gave me an absolute understanding that this was a hot company
• Sometimes knowing your email is being opened can be very frustrating if you cannot get a response. However, at least you know it was read and they are not interested.
• My boss and fellow employee's don't like the fact that I know where they are located. It's somewhat divisive in that sense.

Incentivized

• 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