What users are saying about
57 Ratings
57 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 6.1 out of 100
6 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 8.3 out of 100

Feature Set Ratings

    Sales Force Automation

    4.6

    Copper

    46%

    Deltek WorkBook

    Feature Set Not Supported
    N/A
    Copper ranks higher in 9/9 features

    Customer data management / contact management

    6.0
    60%
    18 Ratings
    N/A
    0 Ratings

    Workflow management

    3.3
    33%
    17 Ratings
    N/A
    0 Ratings

    Territory management

    5.0
    50%
    4 Ratings
    N/A
    0 Ratings

    Opportunity management

    5.6
    56%
    17 Ratings
    N/A
    0 Ratings

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

    8.3
    83%
    18 Ratings
    N/A
    0 Ratings

    Contract management

    5.9
    59%
    9 Ratings
    N/A
    0 Ratings

    Quote & order management

    2.0
    20%
    7 Ratings
    N/A
    0 Ratings

    Interaction tracking

    4.4
    44%
    17 Ratings
    N/A
    0 Ratings

    Channel / partner relationship management

    1.1
    11%
    7 Ratings
    N/A
    0 Ratings

    Customer Service & Support

    3.5

    Copper

    35%

    Deltek WorkBook

    Feature Set Not Supported
    N/A
    Copper ranks higher in 3/3 features

    Case management

    2.9
    29%
    9 Ratings
    N/A
    0 Ratings

    Call center management

    3.3
    33%
    5 Ratings
    N/A
    0 Ratings

    Help desk management

    4.4
    44%
    7 Ratings
    N/A
    0 Ratings

    Marketing Automation

    2.9

    Copper

    29%

    Deltek WorkBook

    Feature Set Not Supported
    N/A
    Copper ranks higher in 2/2 features

    Lead management

    4.3
    43%
    15 Ratings
    N/A
    0 Ratings

    Email marketing

    1.4
    14%
    9 Ratings
    N/A
    0 Ratings

    CRM Project Management

    3.8

    Copper

    38%

    Deltek WorkBook

    Feature Set Not Supported
    N/A
    Copper ranks higher in 3/3 features

    Task management

    4.7
    47%
    18 Ratings
    N/A
    0 Ratings

    Billing and invoicing management

    1.7
    17%
    5 Ratings
    N/A
    0 Ratings

    Reporting

    5.0
    50%
    16 Ratings
    N/A
    0 Ratings

    CRM Reporting & Analytics

    6.3

    Copper

    63%

    Deltek WorkBook

    Feature Set Not Supported
    N/A
    Copper ranks higher in 3/3 features

    Forecasting

    5.6
    56%
    15 Ratings
    N/A
    0 Ratings

    Pipeline visualization

    6.9
    69%
    17 Ratings
    N/A
    0 Ratings

    Customizable reports

    6.4
    64%
    15 Ratings
    N/A
    0 Ratings

    Customization

    5.1

    Copper

    51%

    Deltek WorkBook

    Feature Set Not Supported
    N/A
    Copper ranks higher in 4/4 features

    Custom fields

    8.0
    80%
    18 Ratings
    N/A
    0 Ratings

    Custom objects

    4.9
    49%
    12 Ratings
    N/A
    0 Ratings

    Scripting environment

    4.1
    41%
    3 Ratings
    N/A
    0 Ratings

    API for custom integration

    3.5
    35%
    8 Ratings
    N/A
    0 Ratings

    Security

    8.4

    Copper

    84%

    Deltek WorkBook

    Feature Set Not Supported
    N/A
    Copper ranks higher in 2/2 features

    Single sign-on capability

    8.9
    89%
    12 Ratings
    N/A
    0 Ratings

    Role-based user permissions

    8.0
    80%
    12 Ratings
    N/A
    0 Ratings

    Social CRM

    2.1

    Copper

    21%

    Deltek WorkBook

    Feature Set Not Supported
    N/A
    Copper ranks higher in 2/2 features

    Social data

    2.2
    22%
    12 Ratings
    N/A
    0 Ratings

    Social engagement

    2.0
    20%
    7 Ratings
    N/A
    0 Ratings

    Integrations with 3rd-party Software

    2.0

    Copper

    20%

    Deltek WorkBook

    Feature Set Not Supported
    N/A
    Copper ranks higher in 2/2 features

    Marketing automation

    3.0
    30%
    12 Ratings
    N/A
    0 Ratings

    Compensation management

    1.0
    10%
    1 Rating
    N/A
    0 Ratings

    Platform

    7.2

    Copper

    72%

    Deltek WorkBook

    Feature Set Not Supported
    N/A
    Copper ranks higher in 1/1 features

    Mobile access

    7.2
    72%
    16 Ratings
    N/A
    0 Ratings

    Project Management

    Copper

    Feature Set Not Supported
    N/A
    4.7

    Deltek WorkBook

    47%
    Deltek WorkBook ranks higher in 14/14 features

    Task Management

    N/A
    0 Ratings
    4.1
    41%
    3 Ratings

    Resource Management

    N/A
    0 Ratings
    6.1
    61%
    3 Ratings

    Gantt Charts

    N/A
    0 Ratings
    4.2
    42%
    3 Ratings

    Scheduling

    N/A
    0 Ratings
    2.2
    22%
    3 Ratings

    Workflow Automation

    N/A
    0 Ratings
    2.1
    21%
    3 Ratings

    Team Collaboration

    N/A
    0 Ratings
    7.0
    70%
    3 Ratings

    Support for Agile Methodology

    N/A
    0 Ratings
    3.0
    30%
    2 Ratings

    Support for Waterfall Methodology

    N/A
    0 Ratings
    3.0
    30%
    2 Ratings

    Document Management

    N/A
    0 Ratings
    2.1
    21%
    3 Ratings

    Email integration

    N/A
    0 Ratings
    3.1
    31%
    3 Ratings

    Mobile Access

    N/A
    0 Ratings
    5.0
    50%
    3 Ratings

    Timesheet Tracking

    N/A
    0 Ratings
    9.9
    99%
    3 Ratings

    Change request and Case Management

    N/A
    0 Ratings
    4.0
    40%
    2 Ratings

    Budget and Expense Management

    N/A
    0 Ratings
    10.0
    100%
    2 Ratings

    Professional Services Automation

    Copper

    Feature Set Not Supported
    N/A
    8.9

    Deltek WorkBook

    89%
    Deltek WorkBook ranks higher in 4/4 features

    Quotes/estimates

    N/A
    0 Ratings
    9.8
    98%
    3 Ratings

    Invoicing

    N/A
    0 Ratings
    7.9
    79%
    3 Ratings

    Project & financial reporting

    N/A
    0 Ratings
    7.9
    79%
    3 Ratings

    Integration with accounting software

    N/A
    0 Ratings
    9.9
    99%
    3 Ratings

    Attribute Ratings

    • Deltek WorkBook is rated higher in 3 areas: Likelihood to Recommend, Usability, Support Rating

    Likelihood to Recommend

    3.0

    Copper

    30%
    19 Ratings
    8.0

    Deltek WorkBook

    80%
    3 Ratings

    Usability

    4.7

    Copper

    47%
    10 Ratings
    9.0

    Deltek WorkBook

    90%
    1 Rating

    Support Rating

    2.8

    Copper

    28%
    12 Ratings
    9.0

    Deltek WorkBook

    90%
    1 Rating

    Likelihood to Recommend

    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

    Deltek WorkBook

    My recommendation very much depends on who the colleague is. I would recommend WorkBook if it is an accountant, project manager or someone similar, and if the setup is done within WorkBook and passwords, etc. are being used within WorkBook only. I would tell IT Managers to avoid the application and think twice in terms of access management etc.
    Christopher Fritz | TrustRadius Reviewer

    Pros

    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

    Deltek WorkBook

    • Workbook handles all processes in a consultancy company
    • Workflow options on all thinkable processes
    • Support global growth and intercompany management
    • Strong planning tool
    • Able to manage multiple clients to one project
    • Advanced template set-up
    • The communication module, so all relevant information is available on the projects
    • Flexible planning and project management
    Frants E. Moraitis | TrustRadius Reviewer

    Cons

    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

    Deltek WorkBook

    • The integrations on IT level are not great and should be improved.
    • Change of IP's that's used for logins are being changed without reporting it to super users.
    Christopher Fritz | TrustRadius Reviewer

    Pricing Details

    Copper

    General

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

    Starting Price

    $25 per month per user

    Copper Editions & Modules

    Edition
    Basic$25.001
    Professional$59.001
    Business$119.001
    1. per month per user
    Additional Pricing Details

    Deltek WorkBook

    General

    Free Trial
    Yes
    Free/Freemium Version
    Premium Consulting/Integration Services
    Entry-level set up fee?
    Required
    $19

    Starting Price

    Deltek WorkBook Editions & Modules

    Additional Pricing Details
    BASIC PLAN INCLUDES TIME SHEET INCLUDES IPHONE & ANDROID APP Log your time on any job you have access to and get a reminder if you forget to submit hours. You can log your time on any job; billable, non-billable, customer jobs, and internal jobs. WorkBook also keeps track of absence entries and holiday requests. CUSTOMERS & PROJECTS Add as many customers, contacts, and projects/jobs as you like. Jobs are connected to clients and each job can be set to be billable, non-billable, internal, or a client job. COLLABORATION Collaborate with your colleagues and clients and keep track of comments, news, events, and notifications. Receive notifications whenever you need to approve anything, or a warning if something is about to go wrong. FILE SHARING Save all of your files in WorkBook and benefit from having them being kept secure in one, central location. Whenever a new customer or job is added, WorkBook will automatically create a folder structure (decided by you), allowing you to upload all of your documents and briefings to WorkBook. WorkBook will connect directly to your local file server or online storage, which means that you can save your files locally and have them be shown in WorkBook. Moreover, we have options to integrate with Google Drive or Dropbox.

    Usability

    Copper

    Copper 4.7
    Based on 10 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

    Deltek WorkBook

    Deltek WorkBook 9.0
    Based on 1 answer
    Gets the job done, just not the sexiest.
    Anonymous | TrustRadius Reviewer

    Support Rating

    Copper

    Copper 2.8
    Based on 12 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

    Deltek WorkBook

    Deltek WorkBook 9.0
    Based on 1 answer
    Great implementation support, but haven't had many questions since.
    Anonymous | TrustRadius Reviewer

    Alternatives Considered

    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

    Deltek WorkBook

    Timelog, e-conomic project module and podio
    Frants E. Moraitis | TrustRadius Reviewer

    Return on Investment

    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

    Deltek WorkBook

    • WorkBook is one of the cheaper solutions on the market, which, in the long term, gives a great ROI.
    • We have spent a lot of time on support which is a negative impact.
    Christopher Fritz | TrustRadius Reviewer

    Screenshots

    Add comparison