Copper vs. Genesys Cloud AI

For small businesses and businesses that use Google Workspace, Copper is a great solution. It integrates well with Google, boosts features and capabilities of email, and provides an easy to use CRM system. It's also cost effective. For larger organizations, a more powerful tool is recommended that is more customizable. Might not work well outside of google either.

Incentivized

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.

Incentivized

• 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.

Incentivized

• 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.

Incentivized

• 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

• 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

Incentivized

Realistically, Copper (or any CRM for that matter) can't be everything to every company. It's difficult for any CRM to be well-suited to fit every industry and every business model. Thankfully, Copper's ability to customize things within the platform, as well as Copper's drive for customer success/satisfaction, has led us to be very satisfied with the platform. The only reason Copper isn't a 10/10 is due some of the inevitable shortcomings that any CRM would have because it isn't something that was bespoke for our company. This is no fault of Copper's but it should be mentioned.

Incentivized

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.

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.

When I switched from being an employee to employer, one of my first tasks was to find a CRM that was suitable for me. Moving from Pipedrive to Copper was an easy decision. I only needed a place to store my contacts, have a great calendar, and be able to email directly from the CRM. Copper has all of that. Pipedrive had some issues and I wanted to move away from them. Copper has been great.

Incentivized

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.

Incentivized

• 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.

Incentivized

• 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.

Incentivized