Copper CRM vs. Drip Ecommerce CRM

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.

If you're looking to take your email program to the next level with automation, you definitely need to consider Drip. Their support team is always timely and helpful whenever we've needed guidance on the platform or using the API. They are constantly improving their tools. It never feels stagnant or lacking in critical features. Their prebuilt workflows make getting started very easy and you can start driving more revenue almost immediately.

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• 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.

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• Simplicity + power. Drip is one of the quickest platforms to use in terms of setting up simple drip email sequences. Yet it also packs enormous power if you need to do complex automation.
• Drip's direct integrations with other systems mean you can easily create hyper-personalized communications and anybody can set this up.
• Drip's Javascript embed is easy to setup and great for helping to build deeper insights into customer behavior as well as triggering automation.

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• 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

• Possibly more email design templates for "new" users to automation, HTML coding, integrations, webhooks, etc.
• Any supported integration partners are always good to see. They have expanded in this area, recently.
• Some sort of WYSIWYG, drag-and-drop email editor, wouldn't hurt.
• Sometimes, when trying to implement advanced HTML coding to an email template, the code doesn't stick, save or format as "native HTML."

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It is good value for money

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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.

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It’s easy for not just experts, but anyone. Both of my VAs picked it up really quickly

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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.

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Again, this is dependent on the use case. If you are a small- to medium-sized business that doesn't have a sales team, this is likely a great product for you. It is also a good price compared to larger enterprise software. Other software I have used worked better for other companies I worked for, but Drip fits best for my current company.

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• Copper has simplified our CRM and makes it easy for the sales team to keep track of leads and opportunities.
• Copper has allowed us to save money as it is a fairly competitively priced platform.
• Copper has simplified our workflow, allowing us to work more efficiently and save time from tedious data entry.

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• Saves hours of typing redundant emails
• Helps with our retention based on the constant contact with our current clients
• Keeps our prospects up to date as we move through the stages of the sales cycle which also increases our capacity to handle more volume.

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Independently Invited by TrustRadius

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