What users are saying about
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
Based on 57 reviews and ratings
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
Based on 6 reviews and ratings
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
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
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
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
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
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
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
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
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
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
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
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
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.
Director of Sales
Invert EnvironmentalEnvironmental Services, 1-10 employees
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.
Head of Global IT
VerticMarketing and Advertising, 51-200 employees
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.

Verified User
Employee in Other
Financial Services Company, 51-200 employeesDeltek 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
Co Founder
Gratisal ApSManagement Consulting, 11-50 employees
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.
Manager, Business Development
Manifest LLCMarketing and Advertising, 51-200 employees
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.
Head of Global IT
VerticMarketing and Advertising, 51-200 employees
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 |
- 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.
President
Golf Advisory CouncilSports, 1-10 employees
Deltek WorkBook
Deltek WorkBook 9.0
Based on 1 answer
Gets the job done, just not the sexiest.

Verified User
Executive in Corporate
Entertainment Company, 51-200 employeesSupport 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.
Manager, Sales Readiness
NytroComputer Software, 51-200 employees
Deltek WorkBook
Deltek WorkBook 9.0
Based on 1 answer
Great implementation support, but haven't had many questions since.

Verified User
Executive in Corporate
Entertainment Company, 51-200 employeesAlternatives 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.
Founder
Predictable HireHuman Resources, 1-10 employees
Deltek WorkBook
Timelog, e-conomic project module and podio
Co Founder
Gratisal ApSManagement Consulting, 11-50 employees
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.
Sr. Account Executive
MotivosityHuman Resources, 11-50 employees
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.
Head of Global IT
VerticMarketing and Advertising, 51-200 employees