What users are saying about
38 Ratings
9 Ratings
38 Ratings
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Score 8.4 out of 100
9 Ratings
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Score 9.2 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

Dubsado

I would say it's best suited for small businesses (solo entrepreneurs or less than 10 employees) who work on a project basis.
Morgan Specht | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Copper
7.8
Dubsado
7.5
Customer data management / contact management
Copper
8.3
Dubsado
8.8
Workflow management
Copper
7.2
Dubsado
6.5
Territory management
Copper
8.0
Dubsado
Opportunity management
Copper
8.6
Dubsado
7.5
Integration with email client (e.g., Outlook or Gmail)
Copper
8.0
Dubsado
8.3
Contract management
Copper
7.9
Dubsado
9.5
Quote & order management
Copper
6.3
Dubsado
9.3
Interaction tracking
Copper
7.9
Dubsado
3.0
Channel / partner relationship management
Copper
7.9
Dubsado

Customer Service & Support

Copper
8.1
Dubsado
Case management
Copper
7.9
Dubsado
Call center management
Copper
8.0
Dubsado
Help desk management
Copper
8.3
Dubsado

Marketing Automation

Copper
8.3
Dubsado
6.4
Lead management
Copper
8.3
Dubsado
6.4
Email marketing
Copper
8.4
Dubsado

CRM Project Management

Copper
7.9
Dubsado
8.4
Task management
Copper
8.1
Dubsado
6.0
Billing and invoicing management
Copper
8.0
Dubsado
10.0
Reporting
Copper
7.5
Dubsado
9.3

CRM Reporting & Analytics

Copper
7.1
Dubsado
5.8
Forecasting
Copper
7.1
Dubsado
6.0
Pipeline visualization
Copper
8.4
Dubsado
6.0
Customizable reports
Copper
5.8
Dubsado
5.3

Customization

Copper
7.4
Dubsado
5.1
Custom fields
Copper
8.3
Dubsado
8.5
Custom objects
Copper
8.1
Dubsado
9.0
Scripting environment
Copper
8.0
Dubsado
1.0
API for custom integration
Copper
5.3
Dubsado
2.0

Security

Copper
8.3
Dubsado
6.0
Single sign-on capability
Copper
8.4
Dubsado
5.0
Role-based user permissions
Copper
8.2
Dubsado
7.0

Social CRM

Copper
7.7
Dubsado
1.0
Social data
Copper
6.5
Dubsado
1.0
Social engagement
Copper
9.0
Dubsado
1.0

Integrations with 3rd-party Software

Copper
7.7
Dubsado
1.0
Marketing automation
Copper
7.7
Dubsado
1.0
Compensation management
Copper
Dubsado
1.0

Platform

Copper
8.1
Dubsado
1.0
Mobile access
Copper
8.1
Dubsado
1.0

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

Dubsado

  • Invoicing: makes receiving payments easy for myself and clients
  • Forms: customizable and easy to set up
  • Email
Emilie Smith | 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

Dubsado

  • Sometimes it's hard to see the buttons, like the ADD button. Maybe it could be in a darker color?
🧁Mary BRANDT, M.A.🧁 | 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

Dubsado

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

Dubsado

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

Dubsado

Dubsado overall is so multifunctional that the other platforms didn't stand a chance. I will say I do use ClickUp alongside Dubsado. Dubsado isn't super awesome for task organization and management, but ClickUp blows all the other task management software out of the water. Combining the two has been a game changer for sure.
Heather Herring | 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

Dubsado

  • Clients are excited to hire me because my onboarding process is so professional
  • Easy of use makes collecting payment from clients easy
  • Streamlined process allows me to charge more for my services
Morgan Specht | TrustRadius Reviewer

Pricing Details

Copper

General

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

Dubsado

General

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

Rating Summary

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