What users are saying about
57 Ratings
24 Ratings
57 Ratings
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Score 6.1 out of 100
24 Ratings
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Score 9.1 out of 100

Feature Set Ratings

  • Copper ranks higher in 2 feature sets: Security, Platform
  • Dubsado ranks higher in 8 feature sets: Sales Force Automation, Customer Service & Support, Marketing Automation, CRM Project Management, CRM Reporting & Analytics, Customization, Social CRM, Integrations with 3rd-party Software

Sales Force Automation

4.6

Copper

46%
8.8

Dubsado

88%
Dubsado ranks higher in 8/9 features

Customer data management / contact management

6.0
60%
18 Ratings
8.8
88%
8 Ratings

Workflow management

3.3
33%
17 Ratings
8.8
88%
9 Ratings

Territory management

5.0
50%
4 Ratings
N/A
0 Ratings

Opportunity management

5.6
56%
17 Ratings
8.7
87%
5 Ratings

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

8.3
83%
18 Ratings
8.9
89%
7 Ratings

Contract management

5.9
59%
9 Ratings
9.5
95%
9 Ratings

Quote & order management

2.0
20%
7 Ratings
9.0
90%
7 Ratings

Interaction tracking

4.4
44%
17 Ratings
8.6
86%
7 Ratings

Channel / partner relationship management

1.1
11%
7 Ratings
8.0
80%
3 Ratings

Customer Service & Support

3.5

Copper

35%
8.3

Dubsado

83%
Dubsado ranks higher in 3/3 features

Case management

2.9
29%
9 Ratings
7.3
73%
3 Ratings

Call center management

3.3
33%
5 Ratings
10.0
100%
1 Rating

Help desk management

4.4
44%
7 Ratings
7.5
75%
2 Ratings

Marketing Automation

2.9

Copper

29%
7.9

Dubsado

79%
Copper ranks higher in 1/2 features

Lead management

4.3
43%
15 Ratings
7.9
79%
6 Ratings

Email marketing

1.4
14%
9 Ratings
N/A
0 Ratings

CRM Project Management

3.8

Copper

38%
7.5

Dubsado

75%
Dubsado ranks higher in 3/3 features

Task management

4.7
47%
18 Ratings
6.2
62%
8 Ratings

Billing and invoicing management

1.7
17%
5 Ratings
8.4
84%
9 Ratings

Reporting

5.0
50%
16 Ratings
7.8
78%
7 Ratings

CRM Reporting & Analytics

6.3

Copper

63%
7.8

Dubsado

78%
Dubsado ranks higher in 3/3 features

Forecasting

5.6
56%
15 Ratings
8.6
86%
3 Ratings

Pipeline visualization

6.9
69%
17 Ratings
7.7
77%
6 Ratings

Customizable reports

6.4
64%
15 Ratings
7.1
71%
6 Ratings

Customization

5.1

Copper

51%
8.2

Dubsado

82%
Dubsado ranks higher in 4/4 features

Custom fields

8.0
80%
18 Ratings
8.5
85%
9 Ratings

Custom objects

4.9
49%
12 Ratings
8.6
86%
6 Ratings

Scripting environment

4.1
41%
3 Ratings
7.9
79%
2 Ratings

API for custom integration

3.5
35%
8 Ratings
7.9
79%
5 Ratings

Security

8.4

Copper

84%
7.6

Dubsado

76%
Copper ranks higher in 2/2 features

Single sign-on capability

8.9
89%
12 Ratings
7.6
76%
3 Ratings

Role-based user permissions

8.0
80%
12 Ratings
7.6
76%
5 Ratings

Social CRM

2.1

Copper

21%
5.6

Dubsado

56%
Dubsado ranks higher in 2/2 features

Social data

2.2
22%
12 Ratings
5.6
56%
2 Ratings

Social engagement

2.0
20%
7 Ratings
5.6
56%
2 Ratings

Integrations with 3rd-party Software

2.0

Copper

20%
4.1

Dubsado

41%
Dubsado ranks higher in 2/2 features

Marketing automation

3.0
30%
12 Ratings
4.9
49%
3 Ratings

Compensation management

1.0
10%
1 Rating
3.3
33%
2 Ratings

Platform

7.2

Copper

72%
5.6

Dubsado

56%
Copper ranks higher in 1/1 features

Mobile access

7.2
72%
16 Ratings
5.6
56%
2 Ratings

Attribute Ratings

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

Likelihood to Recommend

3.0

Copper

30%
19 Ratings
9.4

Dubsado

94%
9 Ratings

Likelihood to Renew

Copper

N/A
0 Ratings
8.0

Dubsado

80%
1 Rating

Usability

4.7

Copper

47%
10 Ratings
8.8

Dubsado

88%
5 Ratings

Support Rating

2.9

Copper

29%
12 Ratings
9.2

Dubsado

92%
5 Ratings

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

Dubsado

If you are a small service-based business owner looking for a CRM to automate your customer journey then this is for you. This platform is very customizable and can be really powerful once you set it up fully. This is like putting puzzle pieces together. First you need to setup all the pieces like scheduler, lead capture form, proposal, packages, invoices, contract and then setup the workflow automation. It will be helpful if you map your process in a mind-mapping tool first so it’s easy to see on high level what you need accomplished.This platform is not suitable for big companies or SaaS industry because the tagging system is not robust.
Karen Cisnero - Ops Consultant | 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

Dubsado

  • Invoicing & expense reporting all in one place! I don't have to spend hours poring over my bank account transactions to find my biz expenses anymore!
  • The built-in call scheduler is awesome! I can create various appointment schedulers with multiple availabilities, and collect payments right up front, too!
  • Dubsado also has a sweet Client Portal where my clients can login and see all their activity with me at a glance.
Heather Herring | 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

Dubsado

  • the task list feature is very basic
  • the UI is a little clunky
  • more integrations with other software such as Clickup
Anonymous | 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

Dubsado

General

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

Starting Price

$35 Per Month [3 Users]

Dubsado Editions & Modules

Edition
Monthly Plan$35.001
Yearly Plan$350.002
  1. Per Month [3 Users]
  2. Per Year [3 Users]
Additional Pricing Details
For Additional Users: 4-10 users $25.00 per month; 11-20 users $45.00 per month; 21-30 users $60.00 per month

Likelihood to Renew

Copper

No score
No answers yet
No answers on this topic

Dubsado

Dubsado 8.0
Based on 1 answer
There are some similar programs out there that are offering ambassador accounts.
🧁Mary BRANDT, M.A.🧁 | TrustRadius Reviewer

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

Dubsado

Dubsado 8.8
Based on 5 answers
There is a learning curve to Dubsado, however, you can create a basic setup easily using the training videos provided by the platform
Robyn MacNeill | TrustRadius Reviewer

Support Rating

Copper

Copper 2.9
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

Dubsado

Dubsado 9.2
Based on 5 answers
The support with Dubsado is outstanding! Always so helpful, prompt to answer and always understands the issue. It always feels like I have talking to an actual person behind the scenes
Emma Sparrow | 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

Dubsado

Dubsado is more customizable and with robust features. Also, the user interface is visually pleasing but definitely has steep learning curve. Once you get the hang of it, it’s very easy especially with other developers helping users create beautiful form, proposals with ease without needing to know how to code.HoneyBook is not available for people outside USA & Canada. I haven’t used 17hats for a very long time but the user interface is pretty much the same
Karen Cisnero - Ops Consultant | 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

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

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