Copper CRM vs. Exclaimer

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.

Exclaimer is highly beneficial for larger companies that have a range of business units and requirements around the look and feel of signatures. Smaller organisations are unlikely to need the same degree of customisation, so the requirement is diminished. Particularly as there is something of a cost premium and another platform to manage.

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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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• Allows for easily customizing the templates for the signatures.
• Allows uploading custom logos or banners to be applied in the different signatures
• Allows assigning specific signatures to groups of users
• Connects easily with all Google Suite email accounts within the organization

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Invited by TrustRadius (TR) on Vendor's Behalf

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

• 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

• A complete tutorial could be added to avoid common pitfalls (such as when to use 0 and when to use auto).
• The email add-in seems quite clunky when getting going.
• There is no way to self-serve user-specific changes (such as toggling on/off certain extras, such as direct dials, extensions, and job titles).

Incentivized

Invited by the Vendor

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

It is good value for money

Incentivized

Invited by the Vendor

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

We are very happy with exclaimer it runs 99.9% of the time without any issues. It also very easy to use and maintain and the design team are happy to use it as its so user friendly. When compared to how much time we used to spend updating banners exclaimer saves us hours. This more than justifies the cost and when it comes to renew we wont be thinking twice about doing so

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Invited by TrustRadius (TR) on Vendor's Behalf

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

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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Invited by the Vendor

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

In the order that I recall the setup process: Signature templates need to be set up (attribute mapping to AD) Office 365 connector needs to be set up (global admin needed and exclaimer engineer for guidance) Signature policies need to be set up (who gets which signatures) Office membership groups need to be setup (who in the org will use exclaimer) Members need to be added to those groups (user membership) Agents need to be deployed on the end-user hosts (local agent)

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Invited by TrustRadius (TR) on Vendor's Behalf

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

Never had any issues with availability during our outages.

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Invited by TrustRadius (TR) on Vendor's Behalf

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

I have to admit that there has been an odd occasion when the pages have taken a while to load. This is the exception rather than the rule.

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Invited by TrustRadius (TR) on Vendor's Behalf

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

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.

I've only had one issue in 7 years where I needed to reach out to Exclaimer for support, but it was handled quickly and resolved my issue. No messing around to provide additional information. Just a quick solution to what I was facing which resolved the issue on the first go around.

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Invited by TrustRadius (TR) on Vendor's Behalf

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

Our implementation was relatively easy as we weren't cutting over from anything. We just got the software installed, set up the file share and got active directory set up. We got exsync on a scheduled task and it just worked. We built our templates and policies and it has always been relatively smooth.

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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

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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Invited by the Vendor

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

Exclaimer blows the doors off compared to Letsignit. Exclaimer is a little more expensive, but you get what you pay for. What you get is a much better user interface, real analytics instead of one crappy report you have to manually sort, and a much more robust campaign area. With Letsignit I was constantly getting messages that they were experiencing one problem or another, leading to service outages that impacted our users. Gotta love it when the CEO calls because he can't find his email signature. I've had no service interruptions with Exclaim and no email "excuses." That's the sort of thing that makes you lose confidence in a supplier quickly. Oh, and no communication/bills in French. I lived near the Canadian border, I get it, but you have customer databases, communicate appropriately.

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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

Everything runs smoothly between us

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

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

you can easily design more than one signature and spit it among the organisation

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Invited by TrustRadius (TR) on Vendor's Behalf

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

We used the Design Template service; this was a very pleasant experience and the design team we in constant communication with us to ensure the templates were designed exactly to our remit.

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Invited by TrustRadius (TR) on Vendor's Behalf

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

• 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

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

• Uniform feel for all emails sent by the organisation.
• Meets regulatory Compliance.
• Ability to send out the right phone numbers for the right departments.
• It is easy to onboard new staff with the correct details from day 1 (no setup is needed from the new starter).

Incentivized

Invited by the Vendor

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