Copper vs Cosential | TrustRadius

Likelihood to Recommend

Positives for [Copper (formerly ProsperWorks)]:-G Suite Compatibility: An industry problem Copper CRM is focused on solving is the lack of integration with current software systems like G Suite. Copper CRM is fully compatible with G Suite, and it is the only sales automation solution endorsed by Google.-Copper CRM is focused on the time-to-value ratio. It aims to provide the maximum value possible while limiting the time it takes for its users to input data manually. Some of its features include workflow and task automation for users who sign up for the two higher tiers.-Simplicity: Copper CRM is designed to be simple. The software has a handy sidebar where users can search for tasks, tracked emails, opportunities, and companies. A link to contact the Support team is also included. If users have issues, they can simply reach out to this team.-Quick Onboarding: Setting up or switching to Copper is a quick and painless experience. Copper focuses on getting new users set up within days, not weeks or months like some of its competitors.Negatives:-Lack of Features: The biggest drawback of Copper CRM is the lack of features it provides its users. It is designed for simplicity. Therefore, it is missing many of the advanced features offered by its competitors. For example, it doesn’t offer users a dedicated account manager, and click-to-call requires third-party software.-Lack of Flexibility Outside G Suite

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Ben J. Varghese

Manager, Sales Readiness

NytroComputer Software, 51-200 employees

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Great for medium and large construction companies that have a specific salesforce.

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Kevin Shaw

Vice-President - Marketing

WIELANDConstruction, 51-200 employees

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Feature Rating Comparison

Copper

Cosential

Customer data management / contact management

Workflow management

Territory management

Opportunity management

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

Contract management

Quote & order management

Interaction tracking

Channel / partner relationship management

Copper

Cosential

Case management

Call center management

Help desk management

Copper

Cosential

Lead management

Email marketing

Copper

Marketing automation

Copper

Cosential

Mobile access

Pros

The Google integration and Chrome extension automatically tracks and updates prospect and lead activity in the CRM. Data entry is simplified.
Copper is a very user-friendly CRM with the ability to create custom fields, multiple pipelines, sales stages, etc. It is truly customizable and far less complex than other CRMs I have used in the past.
Copper makes it simple to add leads manually, through Gmail or using a template and uploading a large list.
Great support. We are very happy with our account management team and they strive to make sure we are getting the most out of the platform.
Pricing is very competitive.

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Erik Viager

Manager, Business Development

Manifest LLCMarketing and Advertising, 51-200 employees

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Inputting of companies and leads who may become prospects.
Creating specific opportunities for construction projects.
Tracking opportunities through the entire sales cycle.
Inputting detailed notes and activity by the Sales team.

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Kevin Shaw

Vice-President - Marketing

WIELANDConstruction, 51-200 employees

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Cons

I wish they allowed you to email from within the CRM and create calendar invites from within the app instead of just kicking you out to a Gmail window.
I wish they included more custom fields and email tracking in their basic plan.

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Scott Entwistle

Founder

Predictable HireHuman Resources, 1-10 employees

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The open software is somewhat difficult to master as an administrator.
Report writing could be more intuitive.
The company seems to cater to larger users.

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Kevin Shaw

Vice-President - Marketing

WIELANDConstruction, 51-200 employees

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Usability

Copper 6.1

Based on 4 answers

It's funny. In all other processes EXCEPT for cancellation, the UX & UI is straightforward and friendly, gives you an adequate notification, and works as expected. Wonder why a company would have the opposite design principles in place for their cancellation process. It's almost as if they are intentionally trying to prevent people to cancel their accounts successfully. Beware.

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Nathan Young

Managing Director

Aux CreativeMarketing & Advertising, 1-10 employees

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Cosential 8.0

Based on 1 answer

Cosential is very intuitive for the AEC industry and has the ability to be customized for your specific needs. The reports are especially helpful, with good visual dashboards.

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Kevin Shaw

Vice-President - Marketing

WIELANDConstruction, 51-200 employees

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Support Rating

Copper 4.2

Based on 6 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.

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Verified User

Manager in Sales

Education Management Company, 11-50 employees

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Cosential 8.0

Based on 1 answer

My original trainer / implementation specialist was fantastic. That relationship has continued, even though I have been officially handed off to the customer service side. The customer service side seems to have higher turnover than normal, but in general they are also very supportive, although not as responsive as I might like.

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Kevin Shaw

Vice-President - Marketing

WIELANDConstruction, 51-200 employees

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Alternatives Considered

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.

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Jay Werth

Partner / Campaign Manager

Convergent Nonprofit SolutionsNon-profit Organization Management, 11-50 employees

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Cosential is specific to the A/E industry and is the most intuitive software we found for construction.

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Kevin Shaw

Vice-President - Marketing

WIELANDConstruction, 51-200 employees

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Return on Investment

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.

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Kelly Wasden

Sr. Account Executive

MotivosityHuman Resources, 11-50 employees

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Allowed for common tracking by business developers in different regions.
Helped us quantify effort.
Provides great reports for management.

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Kevin Shaw

Vice-President - Marketing

WIELANDConstruction, 51-200 employees

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Pricing Details

General

Free Trial

—

Free/Freemium Version

—

Premium Consulting/Integration Services

—

Entry-level set up fee?

No

Copper Editions & Modules

Edition

Basic	$25¹
Professional	$59¹
Business	$119¹

per user per month

Additional Pricing Details

—

General

Cosential

Copper

Cosential

Likelihood to Recommend

Copper

Cosential

Feature Rating Comparison

Customer data management / contact management

Workflow management

Territory management

Opportunity management

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

Contract management

Quote & order management

Interaction tracking

Channel / partner relationship management

Case management

Call center management

Help desk management

Lead management

Email marketing

Task management

Billing and invoicing management

Reporting

Forecasting

Pipeline visualization

Customizable reports

Custom fields

Custom objects

Scripting environment

API for custom integration

Single sign-on capability

Role-based user permissions

Social data

Social engagement

Marketing automation

Mobile access

Pros

Copper

Cosential

Cons

Copper

Cosential

Usability

Copper

Cosential

Support Rating

Copper

Cosential

Alternatives Considered

Copper

Cosential

Return on Investment

Copper

Cosential

Pricing Details

General

Free Trial

Free/Freemium Version

Premium Consulting/Integration Services

Entry-level set up fee?

Copper Editions & Modules

Edition

Additional Pricing Details

General

Free Trial

Free/Freemium Version

Premium Consulting/Integration Services

Entry-level set up fee?

Cosential Editions & Modules

Additional Pricing Details

Rating Summary

Add comparison