Copper vs Freshworks CRM (formerly Freshsales)

• The Google integration and Chrome extension automatically tracks and updates prospect and lead activity in the CRM. Data entry is simplified.
• Copper is a very user-friendly CRM with the ability to create custom fields, multiple pipelines, sales stages, etc. It is truly customizable and far less complex than other CRMs I have used in the past.
• Copper makes it simple to add leads manually, through Gmail or using a template and uploading a large list.
• Great support. We are very happy with our account management team and they strive to make sure we are getting the most out of the platform.
• Pricing is very competitive.

Read full review

• It helps you automate your onboarding process for new leads.
• It has lots of integrations with other apps, so you can interact with other things like calendars and calls.
• It's pretty easy to set sequences so the platform automatically follows up with people for you. This is not only helpful for your sales pipeline, but also for client communication when working on a project that requires their input.

Read full review

• I wish they allowed you to email from within the CRM and create calendar invites from within the app instead of just kicking you out to a Gmail window.
• I wish they included more custom fields and email tracking in their basic plan.

Read full review

• Automation ('workflows') need a bit of work. In comparison to other sales CRMs that automatically 'nudge' sales staff when a phone call or email hasn't been returned (for example), these nudges can be created as 'tasks' in Freshsales, but only by someone who knows what they're doing, setting explicit trigger and action rules that don't always cover all scenarios.
• Event tracking with Segment (or just with their JS library) is a little bit haphazard. I'm sure it works well for in-app actions, but if a user visits your website and interacts with you and you aren't using the Freshsales forms on your website, it can be hard to identify users and track website visits and actions etc.
• Learning curve– seems to be aimed at users with a bit more technical know-how; so might work well for SaaS sales teams or sales engineers, but not so much for users in other industries. Our non-technical staff have found it to be confusing.
• Mobile Application– works very well as a contact directory, retrieving a quick overview of interactions, and now you can place voice notes that sync with the web app; these features aren't necessarily critical to our field salespeople. A user will still need to 'come back to the office' to retrieve missed voicemails, update deals notes, as well as place calls from their VoIP number. Freshsales will forward calls to a mobile, but won't allow the sales staff to place calls from their mobile device using their VoIP numbers (or receive calls from these lines).

Read full review

• Speed to call leads has increased for us over 32%.
• Opportunities have not fallen through the cracks with collaboration efforts from CS and Sales.
• Saves us time inputting information into just Copper vs. multiple clicks and crappy integrations with other CRMs.

Read full review

• It is too soon to make a determination on ROI, but I do think it will help me be more efficient.
• The reporting functions help me stay on track of sales opportunities.
• The task reminders help me accelerate how quickly deals come together.

Read full review