Copper vs. Exceed.ai by Genesys

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Copper
Score 6.5 out of 10
N/A
Copper is a customer relationship management (CRM) built as an integration into Google Apps.
$25
per month per user
Exceed.ai by Genesys
Score 8.5 out of 10
N/A
Exceed.ai is an AI sales assistant and chatbot featuring dynamic lead nurturance and lead qualification process support, meeting scheduling, two-way conversation via chat, and other features.N/A
Pricing
CopperExceed.ai by Genesys
Editions & Modules
Basic - Paid Annually
$25.00
per month per user
Basic - Paid Monthly
$29.00
per month per user
Professional - Paid Annually
$59.00
per month per user
Professional - Paid Monthly
$69.00
per month per user
Business - Paid Annually
$119.00
per month per user
Business - Paid Monthly
$129.00
per month per user
No answers on this topic
Offerings
Pricing Offerings
CopperExceed.ai by Genesys
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional DetailsUp to 20% discount for annual pricing.
More Pricing Information
Features
CopperExceed.ai by Genesys
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Copper
3.9
19 Ratings
65% below category average
Exceed.ai by Genesys
-
Ratings
Customer data management / contact management5.219 Ratings00 Ratings
Workflow management2.018 Ratings00 Ratings
Territory management5.04 Ratings00 Ratings
Opportunity management4.518 Ratings00 Ratings
Integration with email client (e.g., Outlook or Gmail)7.619 Ratings00 Ratings
Contract management5.29 Ratings00 Ratings
Quote & order management2.07 Ratings00 Ratings
Interaction tracking2.118 Ratings00 Ratings
Channel / partner relationship management1.07 Ratings00 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Copper
1.5
10 Ratings
133% below category average
Exceed.ai by Genesys
-
Ratings
Case management1.29 Ratings00 Ratings
Call center management1.55 Ratings00 Ratings
Help desk management1.77 Ratings00 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Copper
2.4
16 Ratings
103% below category average
Exceed.ai by Genesys
-
Ratings
Lead management3.416 Ratings00 Ratings
Email marketing1.49 Ratings00 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Copper
3.7
19 Ratings
69% below category average
Exceed.ai by Genesys
-
Ratings
Task management4.619 Ratings00 Ratings
Billing and invoicing management1.75 Ratings00 Ratings
Reporting4.917 Ratings00 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Copper
6.7
18 Ratings
13% below category average
Exceed.ai by Genesys
-
Ratings
Forecasting6.815 Ratings00 Ratings
Pipeline visualization6.418 Ratings00 Ratings
Customizable reports6.916 Ratings00 Ratings
Customization
Comparison of Customization features of Product A and Product B
Copper
5.2
19 Ratings
37% below category average
Exceed.ai by Genesys
-
Ratings
Custom fields8.019 Ratings00 Ratings
Custom objects3.412 Ratings00 Ratings
Scripting environment4.13 Ratings00 Ratings
API for custom integration5.49 Ratings00 Ratings
Security
Comparison of Security features of Product A and Product B
Copper
8.4
14 Ratings
1% above category average
Exceed.ai by Genesys
-
Ratings
Single sign-on capability8.712 Ratings00 Ratings
Role-based user permissions8.113 Ratings00 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Copper
2.0
12 Ratings
113% below category average
Exceed.ai by Genesys
-
Ratings
Social data2.012 Ratings00 Ratings
Social engagement2.07 Ratings00 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Copper
2.1
12 Ratings
109% below category average
Exceed.ai by Genesys
-
Ratings
Marketing automation3.412 Ratings00 Ratings
Compensation management1.01 Ratings00 Ratings
Platform
Comparison of Platform features of Product A and Product B
Copper
7.9
17 Ratings
5% above category average
Exceed.ai by Genesys
-
Ratings
Mobile access7.917 Ratings00 Ratings
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CopperExceed.ai by Genesys
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User Ratings
CopperExceed.ai by Genesys
Likelihood to Recommend
1.9
(20 ratings)
8.7
(16 ratings)
Usability
3.8
(11 ratings)
-
(0 ratings)
Support Rating
1.9
(11 ratings)
10.0
(2 ratings)
User Testimonials
CopperExceed.ai by Genesys
Likelihood to Recommend
Copper (formerly ProsperWorks)
Copper has helped me extensively keep track of not only my own but my company's workflow. With so many projects and quotes to track, it has become essential to keep me on task and not miss any of our goals. It has been a perfect fit with our specific workflow, but I don't think it has the customizability just yet to be a perfect fit for every company out there.
Read full review
Genesys
Exceed.ai is helpful when a business wants to offer a 24/7 live service without live-staffing during that time, allowing the live staff to only focus on the pre-qualified leads (pre-qualified through Exceed's service). For example, if we can only assist a group of qualified customers who meet specific conditions, allowing Exceed to pre-qualify them may mean that 50% are qualified and 50% are not qualified, allowing our live sales agents to focus on the 50% who have already been qualified.
Read full review
Pros
Copper (formerly ProsperWorks)
  • 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.
Read full review
Genesys
  • Their customer team is also extremely helpful and willing to put extra time in order to ensure the platform works for your organization.
  • Exceed.ai automatically updates your CRM and marketing automation platform with the latest lead status.
  • It can be deployed in Cloud, SaaS, Web-based.
Read full review
Cons
Copper (formerly ProsperWorks)
  • I wish it were easier to create a dashboard to view sales and growth.
  • There are some features I would like to change but can't seem to figure out, so I just deal with not being able to, nothing major though.
  • I would like to see it offer more free links to other services such as Quick Books.
Read full review
Genesys
  • Though customisable, it is not the most intuitive and can take a while to setup appropriately for your organisation
  • It can be slow to pull in new inputs and it is difficult to integrate into other systems such as CRMs
  • A bit pricey compared to other options
Read full review
Usability
Copper (formerly ProsperWorks)
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.
Read full review
Genesys
No answers on this topic
Support Rating
Copper (formerly ProsperWorks)
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.
Read full review
Genesys
During the initial setup and onboarding, we had a white-glove approach from the Exceed Customer Success team: weekly touchpoints to review and evaluate progress towards our stated objectives. Outside of our regular catch-ups, should any questions or issues arise, Exceed has a chat function that always seems to be staffed. The average response times to questions was 10-20 minutes.
Read full review
Alternatives Considered
Copper (formerly ProsperWorks)
For my company, we chose Copper over Salesforce and HubSpot for a few reasons. First and foremost, G-Suite integration. This was one of the most attractive features we liked about Copper. The integration allows for seamless lead import, automated activity tracking and much more. Second, Copper is designed with the end user in mind. It has to be one of the simplest CRMs I have ever used. Additionally, Copper has fantastic customer success managers who make sure you are getting the most out of the platform. Lastly, Copper has very competitive pricing and offers many features of the big name CRMs at a much more economical price point
Read full review
Genesys
Our biggest issue with Pipedrive was during the implementation process. We quickly found their programming to be not that good, so we decided to switch to Exceed.ai It is an intelligent virtual assistant tool that can help you with your daily activities. Whether it is scheduling meetings, sending emails, or reminders, we are always at your service.
Read full review
Return on Investment
Copper (formerly ProsperWorks)
  • I used ProsperWorks at a startup with around 100 people that was undergoing a serious sales crisis. ProsperWorks, I would say, was the number one tool to turn around the sales team as it allowed one book of truth and one place where every one could finally be on the same page.
  • It's hard to judge ROI on the joy of using a well designed product. After using SFDC or Hubspot or any other CRM, ProsperWorks will feel like a Ferrari. Everything is fast, everything is smooth, and it's lightweight in a good way.
  • The ROI was excellent based on a productivity stand point. Being able to pull up daily activity reports went a LONG way to ensuring the sales team was hitting their marks, and getting done what they need to get done.
Read full review
Genesys
  • There is a significant benefit to using a service/virtual assistance to answer and qualify customers versus life staffing agents.
  • There is another benefit to cost savings by allowing our teams to automatically be scheduled to calendar invites with approved/qualified customers only.
Read full review
ScreenShots