Marketing Development Manager in Marketing at Modyo (Computer Software, 51-200 employees)
Chose Copper
We are actually in the evaluation to move away from Copper. We don't feel the reporting is good enough and again the silos from leads and people really break the flow of reporting accurately. If we don't see this feautures fixed by the end of the year we will move away.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Executive Director at OpenAQ (Non-profit Organization Management, 1-10 employees)
Chose Copper
Salesforce can be overkill depending on your organization's needs and is not as intuitive to use as Copper. Moreover, for us, the integration with the Google Suite makes Copper shine.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Brand Creation & Protection in Professional Services at NIPV Pty Ltd (Marketing & Advertising, 1-10 employees)
Chose Copper
Copper CRM does work for me as I am google dependant and the synchronisation is really effective. The others assist in marketing perhaps in an easier manner.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Verified User
Chose Copper
Salesforce is very complicated and I found reports were difficult to come by. Copper's interface is easier to use and I feel if we change staff, it won't be difficult to get them up to speed.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
We stayed with Copper for ease of use, Gmail integration for communication records between all team members without the need for constantly adding notes every time we correspond, and customizable features for efficient use for our niche operations.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Verified User
Chose Copper
If you're using any of the CRMs I've listed above - you're wasting time, money, and resources. I know for a fact, because I have worked with and maintained databases in each of those and Copper is so far superior it is ridiculous. So many CRMs pay for clicks, ads, and market …
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Verified User
Chose Copper
Copper integrates directly with Google Workspace, making data collection painless. Compared to HubSpot, where you have to manually add data fields for company name, email addresses, first and last names, and telephone numbers.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Owner in Finance and Accounting at Breath & Taxes (Financial Services, 1-10 employees)
Chose Copper
The interface looks nicer. I did not use Salesforce or HubSpot much in my day-to-day in previous jobs. I had to access it occasionally to review client emails.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Verified User
Chose Copper
Copper is just better implemented and user-centric. HubSpot kind of feels like old Windows versus new Mac. Insightly was good, but the Gmail integration and features lagged a little.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Verified User
Chose Copper
I selected Copper because it integrated my communications to the specific prospect or client
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Verified User
Chose Copper
Very good in terms of price but it does need to incorporate more of the basic features which these companies offer as standard. The reporting needs improvement, things like creating lists on clients is quite difficult compared to HubSpot. You should be able to create lists …
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Verified User
Chose Copper
Asana was a great task management software, but lacked the CRM tool we needed. Copper provides us all of the tools we need in one software, rather than two or three.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Verified User
Chose Copper
Zoho is a bit more powerful with more functionality, but it takes a lot more technical knowledge to implement the CRM as one might desire. It also doesn't have the same native integrations we needed so it didn't make sense to choose the platform. It's also an entire ecosystem …
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Verified User
Chose Copper
I picked Copper because it integrates so easily with Gmail, and the cost was appropriate. HubSpot can become way too expensive over time.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Verified User
Chose Copper
This Copper is much more user-friendly and a little bit more up to date, although I haven't been on the Insightly website for a while, so for all I know, they have made themselves more competitive.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Verified User
Chose Copper
Copper is less confusing for me! It doesn't have anything flashy, it just has a great way to manage my leads and remind me of things I need to do when I need it most.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Verified User
Chose Copper
I find Sales Force to be way more complex than my needs. Sales Force is difficult to configure, It is expensive, and not user friendly. I currently use both products daily.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Verified User
Chose Copper
We did not evaluate anything else - I wasn’t a part of the decision to purchase
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Verified User
Chose Copper
The story of this review, Monday.com features should be replicated across Copper.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Verified User
Chose Copper
It's the perfect bridge between advance for our needs, and simple for our team to actually use it, and learn it quickly.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Accountability Coach + Project Manager at Vibe High (Professional Training & Coaching, 1-10 employees)
Chose Copper
Unlike Copper, I find Hubspot not as intuitive when it comes to their dashboard and customization. Copper offers much better value without having to pay for multiple add-on modules.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
