Copper vs. Flowlu

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

To manage the workflows of our business, we used a number of tools before we began using Flowlu. It combines CRM, project & task management, team communication, invoicing, and account management into a single tool. We are able to save a lot of time and effort by using this all-in-one solution.

• 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

• The system of adding only the features you need by installing as separated modules makes it easy to learn without being overwhelmed by the lots of features.
• I really like its structure and clear interface. Not wasting much time by searching for the right buttons and settings. Looks like the developers use their own tool for everyday work
• Flowlu offers a custom domain option to fully integrate fully it into our company toolbox. This helps offering a seamless experience for our clients.
• The elaborated invoice module was the final argument for us to switch to Flowlu.

• 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

• Flowlu should allow user to import their own invoice into app
• Fellow should have their own email marketing system
• It should integrate woo-commerce, a big e-commerce platform on WordPress. This will support users will in managing and sending emails to their customers.

I have found Flowlu while searching [for] a collaborative tool for a friend's non-profit organization. As I read the description and made a trial test, I fell in love with the tool. So we are definitely going to renew. Not only because the delivered solutions are great but also because Flowlu's roadmap seems very [promising].

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

They have a great onboarding checklist and if you follow it you will be able to use the software. That is easy to use in my book. Flowlu has also the ability to turn on and off apps that you use or not which makes it tailored to the business needs.

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.

Great Support normally they respond in a few hours, which is very good, the knowledge base is good and the facebook groups are also very responsive. We are finding many videos online which are explaining Flowlu more and more daily.

Incentivized

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

Flowlu is easier to use and has more features, with more coming. ClickUp feels like it's more 'open' for any type of business with a lot of customization, whereas Flowlu feels like it was created for niches like my own, yet it can easily and quickly be customized for any type of business

• 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

• Time invested in learning the app was huge, there's no go-to resource center and currently their knowledge is scattered (YouTube videos, Knowledge Base, API docs etc)
• We are able to cancel subscriptions of some of the other CRM and project management apps as the needs are covered by Flowlu
• There's a significant productivity boost after learning the app but this is not quite measurable just yet