What users are saying about
38 Ratings
38 Ratings
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Score 8.4 out of 100
4 Ratings
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Score 7 out of 100

Likelihood to Recommend

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

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

Feature Rating Comparison

Sales Force Automation

Copper
7.8
Deltek WorkBook
Customer data management / contact management
Copper
8.3
Deltek WorkBook
Workflow management
Copper
7.2
Deltek WorkBook
Territory management
Copper
8.0
Deltek WorkBook
Opportunity management
Copper
8.6
Deltek WorkBook
Integration with email client (e.g., Outlook or Gmail)
Copper
8.0
Deltek WorkBook
Contract management
Copper
7.9
Deltek WorkBook
Quote & order management
Copper
6.3
Deltek WorkBook
Interaction tracking
Copper
7.9
Deltek WorkBook
Channel / partner relationship management
Copper
7.9
Deltek WorkBook

Customer Service & Support

Copper
8.1
Deltek WorkBook
Case management
Copper
7.9
Deltek WorkBook
Call center management
Copper
8.0
Deltek WorkBook
Help desk management
Copper
8.3
Deltek WorkBook

Marketing Automation

Copper
8.3
Deltek WorkBook
Lead management
Copper
8.3
Deltek WorkBook
Email marketing
Copper
8.4
Deltek WorkBook

CRM Project Management

Copper
7.9
Deltek WorkBook
Task management
Copper
8.1
Deltek WorkBook
Billing and invoicing management
Copper
8.0
Deltek WorkBook
Reporting
Copper
7.5
Deltek WorkBook

CRM Reporting & Analytics

Copper
7.1
Deltek WorkBook
Forecasting
Copper
7.1
Deltek WorkBook
Pipeline visualization
Copper
8.4
Deltek WorkBook
Customizable reports
Copper
5.8
Deltek WorkBook

Customization

Copper
7.4
Deltek WorkBook
Custom fields
Copper
8.3
Deltek WorkBook
Custom objects
Copper
8.1
Deltek WorkBook
Scripting environment
Copper
8.0
Deltek WorkBook
API for custom integration
Copper
5.3
Deltek WorkBook

Security

Copper
8.3
Deltek WorkBook
Single sign-on capability
Copper
8.4
Deltek WorkBook
Role-based user permissions
Copper
8.2
Deltek WorkBook

Social CRM

Copper
7.7
Deltek WorkBook
Social data
Copper
6.5
Deltek WorkBook
Social engagement
Copper
9.0
Deltek WorkBook

Integrations with 3rd-party Software

Copper
7.7
Deltek WorkBook
Marketing automation
Copper
7.7
Deltek WorkBook

Platform

Copper
8.1
Deltek WorkBook
Mobile access
Copper
8.1
Deltek WorkBook

Project Management

Copper
Deltek WorkBook
7.7
Task Management
Copper
Deltek WorkBook
8.0
Resource Management
Copper
Deltek WorkBook
9.0
Gantt Charts
Copper
Deltek WorkBook
9.0
Scheduling
Copper
Deltek WorkBook
9.0
Workflow Automation
Copper
Deltek WorkBook
6.0
Team Collaboration
Copper
Deltek WorkBook
6.0
Support for Agile Methodology
Copper
Deltek WorkBook
10.0
Support for Waterfall Methodology
Copper
Deltek WorkBook
10.0
Document Management
Copper
Deltek WorkBook
6.0
Email integration
Copper
Deltek WorkBook
6.0
Mobile Access
Copper
Deltek WorkBook
4.0
Timesheet Tracking
Copper
Deltek WorkBook
7.0
Change request and Case Management
Copper
Deltek WorkBook
10.0
Budget and Expense Management
Copper
Deltek WorkBook
8.0

Professional Services Automation

Copper
Deltek WorkBook
6.0
Quotes/estimates
Copper
Deltek WorkBook
5.1
Invoicing
Copper
Deltek WorkBook
6.0
Project & financial reporting
Copper
Deltek WorkBook
6.0
Integration with accounting software
Copper
Deltek WorkBook
7.0

Pros

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

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

  • 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

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

Usability

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

Deltek WorkBook

No score
No answers yet
No answers on this topic

Support Rating

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

Deltek WorkBook

No score
No answers yet
No answers on this topic

Alternatives Considered

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

Deltek WorkBook

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

Return on Investment

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

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

Pricing Details

Copper

General

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

Deltek WorkBook

General

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

* per month

Rating Summary

Likelihood to Recommend

Copper
8.3
Deltek WorkBook
7.0

Usability

Copper
7.9
Deltek WorkBook

Support Rating

Copper
7.0
Deltek WorkBook

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