TrustRadius

Copper CRM vs. Expandi.io

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Copper
Score 8.5 out of 10
N/A
Copper is a customer relationship management (CRM) built as an integration into Google Apps.
$9
per month per user
Expandi.io
Score 8.6 out of 10
N/A
Expandi.io is a tool that enables automated outreach via LinkedIn for marketing or sales purposes.N/A
Pricing
Copper CRMExpandi.io
Editions & Modules
Starter - Paid Annually
$9.00
per month per user
Basic - Paid Annually
$23.00
per month per user
Professional - Paid Annually
$59.00
per month per user
Business - Paid Annually
$99.00
per month per user
No answers on this topic
Offerings
Pricing Offerings
CopperExpandi.io
Free Trial
YesYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional DetailsUp to 15% discount for annual pricing.20% discount available for annual billing.
More Pricing Information
Community Pulse
Copper CRMExpandi.io
Considered Both Products
Copper
Chris Hagerbaumer | TrustRadius Reviewer
Chris Hagerbaumer
Executive Director
Chose Copper
Salesforce can be overkill depending on your organization's needs and is not as intuitive to use as Copper. Moreover, for us, the integration with the Google Suite makes Copper shine.
Brian Goldberg | TrustRadius Reviewer
Brian Goldberg
Brand Creation & Protection
Chose Copper
Copper CRM does work for me as I am google dependant and the synchronisation is really effective. The others assist in marketing perhaps in an easier manner.
Verified User
Anonymous
Chose Copper
Salesforce is very complicated and I found reports were difficult to come by. Copper's interface is easier to use and I feel if we change staff, it won't be difficult to get them up to speed.
JP
Jordyn Pennington
Operations Manager
Chose Copper
We stayed with Copper for ease of use, Gmail integration for communication records between all team members without the need for constantly adding notes every time we correspond, and customizable features for efficient use for our niche operations.
Verified User
Anonymous
Chose Copper
If you're using any of the CRMs I've listed above - you're wasting time, money, and resources. I know for a fact, because I have worked with and maintained databases in each of those and Copper is so far superior it is ridiculous. So many CRMs pay for clicks, ads, and market …
Verified User
Anonymous
Chose Copper
Copper integrates directly with Google Workspace, making data collection painless. Compared to HubSpot, where you have to manually add data fields for company name, email addresses, first and last names, and telephone numbers.
Chose Copper
The interface looks nicer. I did not use Salesforce or HubSpot much in my day-to-day in previous jobs. I had to access it occasionally to review client emails.
Verified User
Anonymous
Chose Copper
Copper is just better implemented and user-centric. HubSpot kind of feels like old Windows versus new Mac. Insightly was good, but the Gmail integration and features lagged a little.
Verified User
Anonymous
Chose Copper
I selected Copper because it integrated my communications to the specific prospect or client
Verified User
Anonymous
Chose Copper
Very good in terms of price but it does need to incorporate more of the basic features which these companies offer as standard. The reporting needs improvement, things like creating lists on clients is quite difficult compared to HubSpot. You should be able to create lists …
Verified User
Anonymous
Chose Copper
Asana was a great task management software, but lacked the CRM tool we needed. Copper provides us all of the tools we need in one software, rather than two or three.
Verified User
Anonymous
Chose Copper
Zoho is a bit more powerful with more functionality, but it takes a lot more technical knowledge to implement the CRM as one might desire. It also doesn't have the same native integrations we needed so it didn't make sense to choose the platform. It's also an entire ecosystem …
Verified User
Anonymous
Chose Copper
I picked Copper because it integrates so easily with Gmail, and the cost was appropriate. HubSpot can become way too expensive over time.
Verified User
Anonymous
Chose Copper
This Copper is much more user-friendly and a little bit more up to date, although I haven't been on the Insightly website for a while, so for all I know, they have made themselves more competitive.
Verified User
Anonymous
Chose Copper
Copper is less confusing for me! It doesn't have anything flashy, it just has a great way to manage my leads and remind me of things I need to do when I need it most.
Verified User
Anonymous
Chose Copper
I find Sales Force to be way more complex than my needs. Sales Force is difficult to configure, It is expensive, and not user friendly. I currently use both products daily.
Verified User
Anonymous
Chose Copper
We did not evaluate anything else - I wasn’t a part of the decision to purchase
Verified User
Anonymous
Chose Copper
The story of this review, Monday.com features should be replicated across Copper.
Verified User
Anonymous
Chose Copper
It's the perfect bridge between advance for our needs, and simple for our team to actually use it, and learn it quickly.
Moriah Bacus, CAPM | TrustRadius Reviewer
Moriah Bacus, CAPM
Accountability Coach + Project Manager
Chose Copper
Unlike Copper, I find Hubspot not as intuitive when it comes to their dashboard and customization. Copper offers much better value without having to pay for multiple add-on modules.
Verified User
Anonymous
Chose Copper
We outgrew pipedrive and moved into Copper.
After about a few years our sales teams grew and we needed a global slution for all teams across the globe, hence, moved into Hubspot.
Expandi.io

No answer on this topic

Features
Copper CRMExpandi.io
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Copper CRM
5.3
Ratings
39% below category average
Expandi.io
-
Ratings
Customer data management / contact management7.20 Ratings00 Ratings
Workflow management6.90 Ratings00 Ratings
Territory management5.00 Ratings00 Ratings
Opportunity management8.20 Ratings00 Ratings
Integration with email client (e.g., Outlook or Gmail)6.80 Ratings00 Ratings
Contract management5.20 Ratings00 Ratings
Quote & order management2.00 Ratings00 Ratings
Interaction tracking5.60 Ratings00 Ratings
Channel / partner relationship management1.00 Ratings00 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Copper CRM
1.4
Ratings
139% below category average
Expandi.io
-
Ratings
Case management1.20 Ratings00 Ratings
Call center management1.50 Ratings00 Ratings
Help desk management1.60 Ratings00 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Copper CRM
5.7
Ratings
31% below category average
Expandi.io
-
Ratings
Lead management7.00 Ratings00 Ratings
Email marketing4.50 Ratings00 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Copper CRM
5.6
Ratings
32% below category average
Expandi.io
7.0
Ratings
16% below category average
Task management8.20 Ratings8.00 Ratings
Billing and invoicing management1.70 Ratings5.00 Ratings
Reporting7.00 Ratings8.00 Ratings
Automated CRM activity logging00 Ratings6.00 Ratings
Sales pipeline management00 Ratings8.00 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Copper CRM
7.3
Ratings
6% below category average
Expandi.io
-
Ratings
Forecasting6.80 Ratings00 Ratings
Pipeline visualization8.30 Ratings00 Ratings
Customizable reports6.80 Ratings00 Ratings
Customization
Comparison of Customization features of Product A and Product B
Copper CRM
4.4
Ratings
55% below category average
Expandi.io
-
Ratings
Custom fields7.00 Ratings00 Ratings
Custom objects3.40 Ratings00 Ratings
Scripting environment4.10 Ratings00 Ratings
API for custom integration3.10 Ratings00 Ratings
Security
Comparison of Security features of Product A and Product B
Copper CRM
8.2
Ratings
3% below category average
Expandi.io
-
Ratings
Single sign-on capability8.70 Ratings00 Ratings
Role-based user permissions7.70 Ratings00 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Copper CRM
2.0
Ratings
116% below category average
Expandi.io
-
Ratings
Social data2.00 Ratings00 Ratings
Social engagement2.00 Ratings00 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Copper CRM
2.5
Ratings
101% below category average
Expandi.io
-
Ratings
Marketing automation4.10 Ratings00 Ratings
Compensation management1.00 Ratings00 Ratings
Platform
Comparison of Platform features of Product A and Product B
Copper CRM
8.3
Ratings
8% above category average
Expandi.io
-
Ratings
Mobile access8.30 Ratings00 Ratings
Email & Online Marketing
Comparison of Email & Online Marketing features of Product A and Product B
Copper CRM
-
Ratings
Expandi.io
8.3
Ratings
6% above category average
WYSIWYG email editor00 Ratings9.00 Ratings
Dynamic content00 Ratings8.00 Ratings
Landing pages00 Ratings10.00 Ratings
A/B testing00 Ratings7.00 Ratings
Mobile optimization00 Ratings6.00 Ratings
Email deliverability reporting00 Ratings6.00 Ratings
List management00 Ratings10.00 Ratings
Triggered drip sequences00 Ratings10.00 Ratings
Lead Management
Comparison of Lead Management features of Product A and Product B
Copper CRM
-
Ratings
Expandi.io
7.3
Ratings
6% below category average
Lead nurturing automation00 Ratings5.00 Ratings
Lead scoring and grading00 Ratings6.00 Ratings
Data quality management00 Ratings7.00 Ratings
Automated sales alerts and tasks00 Ratings6.00 Ratings
Automated follow-ups00 Ratings10.00 Ratings
Lead segmentation and distribution00 Ratings10.00 Ratings
Campaign Management
Comparison of Campaign Management features of Product A and Product B
Copper CRM
-
Ratings
Expandi.io
8.0
Ratings
8% above category average
Calendaring00 Ratings8.00 Ratings
Reporting & Analytics
Comparison of Reporting & Analytics features of Product A and Product B
Copper CRM
-
Ratings
Expandi.io
8.0
Ratings
17% above category average
Dashboards00 Ratings8.00 Ratings
Standard reports00 Ratings8.00 Ratings
Custom reports00 Ratings8.00 Ratings
Platform & Infrastructure
Comparison of Platform & Infrastructure features of Product A and Product B
Copper CRM
-
Ratings
Expandi.io
7.4
Ratings
8% below category average
API00 Ratings7.00 Ratings
Role-based workflow & approvals00 Ratings9.00 Ratings
Customizability00 Ratings7.00 Ratings
Third-party software integrations00 Ratings6.00 Ratings
Mobile app for sales & marketing automation00 Ratings8.00 Ratings
Best Alternatives
Copper CRMExpandi.io
Small Businesses
Salesmate
Salesmate
Score 10.0 out of 10
Salesmate
Salesmate
Score 10.0 out of 10
Medium-sized Companies
Creatio
Creatio
Score 9.3 out of 10
LocaliQ
LocaliQ
Score 8.7 out of 10
Enterprises
Creatio
Creatio
Score 9.3 out of 10
LeadSquared
LeadSquared
Score 7.6 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
Copper CRMExpandi.io
Likelihood to Recommend
8.5
(0 ratings)
9.0
(0 ratings)
Usability
8.4
(0 ratings)
9.0
(0 ratings)
Support Rating
1.9
(0 ratings)
-
(0 ratings)
User Testimonials
Copper CRMExpandi.io
Likelihood to Recommend
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.
Verified User
Anonymous
Read full review
It is great when you need to scale up the automated outreach.
Halyna Prykhodniuk | TrustRadius Reviewer
Halyna Prykhodniuk
Marketing Manager
Read full review
Pros
  • 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.
Verified User
Anonymous
Read full review
  • Outreach automation
  • Integration
  • Scaling
Halyna Prykhodniuk | TrustRadius Reviewer
Halyna Prykhodniuk
Marketing Manager
Read full review
Cons
  • 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
MG
michael garcia
Sales Executive
Read full review
  • We wish continuous progress like this and more
  • none
  • none
Halyna Prykhodniuk | TrustRadius Reviewer
Halyna Prykhodniuk
Marketing Manager
Read full review
Usability
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.
JT
Jason Tenzer
President
Read full review
Because we didn't have any problems with their solution and the team was ready to help in case of issues. (We had a few questions)
Halyna Prykhodniuk | TrustRadius Reviewer
Halyna Prykhodniuk
Marketing Manager
Read full review
Support Rating
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.
MC
Mark Caliendo
Director of Sales
Read full review
No answers on this topic
Alternatives Considered
If you're using any of the CRMs I've listed above - you're wasting time, money, and resources. I know for a fact, because I have worked with and maintained databases in each of those and Copper is so far superior it is ridiculous. So many CRMs pay for clicks, ads, and market share but Copper doesn't seem to. I am so thankful that I found Copper years ago and have used it ever since
Verified User
Anonymous
Read full review
No answers on this topic
Return on Investment
  • Copper has allowed us to keep the customer up to date with the status of their project at any time and that is essential to repeat business.
  • Copper has greatly increased our communication with our customers overall.
  • Copper has greatly increased the overall organization of our company and the company's workflow.
Verified User
Anonymous
Read full review
  • The number of leads increased
  • the price for conversion lowered
  • general scaling
Halyna Prykhodniuk | TrustRadius Reviewer
Halyna Prykhodniuk
Marketing Manager
Read full review
ScreenShots