What users are saying about
38 Ratings
1 Ratings
38 Ratings
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Score 8.4 out of 100
1 Ratings
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Score 10 out of 100

Likelihood to Recommend

Copper

Copper is the perfect CRM for businesses and organizations that use G-Suite. It integrates seamlessly with Google products and makes data entry a thing of the past. With a simple click, you can import leads from your Gmail conversations or import a prebuilt list in a matter of minutes. Copper is truly customizable and is very easy to make the CRM work for you. It is very easy to create custom fields, manage leads, people and opportunities, and run reports on user activity, pipelines, and more. I think Copper is less appropriate for organizations that may need very complex CRM environments and do not leverage Gmail or G-suite products. Copper is the CRM for Google users.
Erik Viager | TrustRadius Reviewer

Gold-Vision

It is the best available solution for small businesses due to the licensing model and the ease of use. For companies like us who implement this for customers, it is easy to implement and train users. Larger companies would prefer to use existing products that have been developed for their specific industry or department.
Adrian Takacs | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Copper
7.8
Gold-Vision
10.0
Customer data management / contact management
Copper
8.3
Gold-Vision
10.0
Workflow management
Copper
7.2
Gold-Vision
10.0
Territory management
Copper
8.0
Gold-Vision
Opportunity management
Copper
8.6
Gold-Vision
10.0
Integration with email client (e.g., Outlook or Gmail)
Copper
8.0
Gold-Vision
10.0
Contract management
Copper
7.9
Gold-Vision
10.0
Quote & order management
Copper
6.3
Gold-Vision
10.0
Interaction tracking
Copper
7.9
Gold-Vision
Channel / partner relationship management
Copper
7.9
Gold-Vision

Customer Service & Support

Copper
8.1
Gold-Vision
Case management
Copper
7.9
Gold-Vision
Call center management
Copper
8.0
Gold-Vision
Help desk management
Copper
8.3
Gold-Vision

Marketing Automation

Copper
8.3
Gold-Vision
10.0
Lead management
Copper
8.3
Gold-Vision
Email marketing
Copper
8.4
Gold-Vision
10.0

CRM Project Management

Copper
7.9
Gold-Vision
9.5
Task management
Copper
8.1
Gold-Vision
Billing and invoicing management
Copper
8.0
Gold-Vision
10.0
Reporting
Copper
7.5
Gold-Vision
9.0

CRM Reporting & Analytics

Copper
7.1
Gold-Vision
Forecasting
Copper
7.1
Gold-Vision
Pipeline visualization
Copper
8.4
Gold-Vision
Customizable reports
Copper
5.8
Gold-Vision

Customization

Copper
7.4
Gold-Vision
9.5
Custom fields
Copper
8.3
Gold-Vision
10.0
Custom objects
Copper
8.1
Gold-Vision
9.0
Scripting environment
Copper
8.0
Gold-Vision
API for custom integration
Copper
5.3
Gold-Vision

Security

Copper
8.3
Gold-Vision
10.0
Single sign-on capability
Copper
8.4
Gold-Vision
Role-based user permissions
Copper
8.2
Gold-Vision
10.0

Social CRM

Copper
7.7
Gold-Vision
Social data
Copper
6.5
Gold-Vision
Social engagement
Copper
9.0
Gold-Vision

Integrations with 3rd-party Software

Copper
7.7
Gold-Vision
Marketing automation
Copper
7.7
Gold-Vision

Platform

Copper
8.1
Gold-Vision
Mobile access
Copper
8.1
Gold-Vision

Pros

Copper

  • ProsperWorks UI and integration with Gmail is just unmatched. It's beautiful, easy, straight forward, and a delight to use.
  • Their kanban flow for deals is awesome, and the ability to link any deal/company/person/document/calendar event with just about any other one makes drawing connections between things really simple.
  • Their reporting for activity is awesome. I used this for a period of 7 months to manage a collections team and it was invaluable to watch daily call volumes, and pull live reports to show the team at the end of the day.
Scott Entwistle | TrustRadius Reviewer

Gold-Vision

  • Can be easily integrated with products like Sage or Outlook which most small companies use. This provides us with a great customer base.
  • It is quick to deploy and most of our customers start using the solutions in less than a week.
  • Very intuitive which makes training our customer easy and causes few support calls.
Adrian Takacs | TrustRadius Reviewer

Cons

Copper

  • I have zero visibility into any of my feature requests. I submit them frequently to my customer success person and I don't know whether they are being worked on or will ever be worked on. I'd like to see some kind of roadmap.
  • The Google Sheets add on is a nice tool but it's frustrating having to continually refresh it, I wish it would just refresh daily by itself.
  • The analytics and forecasting is not very robust, it needs a lot of number fudging on the Google Sheets add-on to give you actionable results.
Anonymous | TrustRadius Reviewer

Gold-Vision

  • In the latest version, the user interfaces has been greatly improved. Some customers disliked the older version.
  • Nothing else to complain about, maybe it can be made cheaper?
Adrian Takacs | TrustRadius Reviewer

Usability

Copper

Copper 7.9
Based on 2 answers
Any more today, I think CRM's come in at a dime a dozen. There are so many options to choose from today that it can make getting sucked in to a pretty UI rather easy. Don't be fooled since Copper is truly a Google-based CRM and we absolutely love the integrations it provides and ease of use. People just use it
Kelly Wasden | TrustRadius Reviewer

Gold-Vision

No score
No answers yet
No answers on this topic

Support Rating

Copper

Copper 7.0
Based on 4 answers
Overall the support for ProsperWorks CRM is OK. When I get hold of my reps they are pretty knowledgeable and usually solve my problems. When I first started using the software they were a lot harder to get hold of so this has improved. My biggest complaint though is that my feature requests seem to go into a black hole, I never hear the status of them and I have no idea if they have even been passed on.
Anonymous | TrustRadius Reviewer

Gold-Vision

No score
No answers yet
No answers on this topic

Alternatives Considered

Copper

I selected Copper because of its interface with all things Google, specifically the sync feature for calendar and capture of email correspondence. It made sense to use Copper because our corporate communications is built on the Google platform. Bloomerang is an excellent tool for tracking donor contributions, but not as facile as a CRM. I didn't work extensively in Zoho or Salesforce.
Jay Werth | TrustRadius Reviewer

Gold-Vision

Probably the most important aspect would be the licensing model which makes it affordable for all businesses. Can be adapted to the business without having to change the business model around the CRM product.
Adrian Takacs | TrustRadius Reviewer

Return on Investment

Copper

  • Being a paid user with many Copper team members, we have definitely reaped the benefit of reports by pipeline, along with financial projections, and determining ROI of paid media channels with opportunity lead sources.
  • Copper has also allowed us to have effective sales meetings where our team members go through their pipelines and collaborate together on opportunities and share learning points that help the rest of the sales team avoid similar mistakes.
Sam Lepak | TrustRadius Reviewer

Gold-Vision

  • It really filled a gap in the market where small business could not afford expensive CRM solutions.
  • As we are implementing this as a solutions for our customers we don't pay for it, but it provides a monthly income from supporting the infrastructure this has been deployed on.
Adrian Takacs | TrustRadius Reviewer

Pricing Details

Copper

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Gold-Vision

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?

Rating Summary

Likelihood to Recommend

Copper
8.4
Gold-Vision
10.0

Usability

Copper
7.9
Gold-Vision

Support Rating

Copper
7.0
Gold-Vision

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