Copper CRM vs. HeyReach

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.

We use it for all of our LinkedIn outbound internally, and it only takes one employee to oversee. We have 5 senders, so something that would have previously taken a lot of coordination and education (writing SOPs, training the rest of the team, overseeing that they follow the process daily/weekly/monthly, etc.) is now handled by one person in a few hours every week. If you compare it to legacy, enterprise tools–it's a no brainer. For a fraction of the cost, you are getting the same (or significantly more) value and features, no complicated annual contract that ties you down. Not to mention that they have incredible customer service and content. I habitually speak with the founding team, have asked for features and then seen them in the product within days/weeks. You can't get that at any of the competitors.

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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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• LinkedIn Outreach at Large Scale
• Getting data from LinkedIn like people who interacted with the posts etc.
• Reply to the prospects all at one place
• Check the analytics for multiple accounts in one place
• Manage multiple LinkedIn Account at a single place

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• 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

• The master inbox could be improved (better hot keys, smoother experience)
• Probably on the roadmap, but the ability to create sub-sequences

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It is good value for money

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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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It is a very good tool especially the way they are improving themselves, as I have been using this platform before they even launched properly, & they are giving the requested features as well. The only thing is that as they scale, they need to have a better customer support team to handle the issues

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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.

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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Many of the competitors aren't listed in TrustRadius. But there are dozens more. They are either very enterprise or quite new (small challenger companies). HeyReach makes the enterprise options look wildly pricey and unreasonable, and they stand out from the other challengers by their approach, content, and roadmap. I've used so many tools and HeyReach has definitely made its way into our standard rotation.

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• 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.

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• It is good for ROI if you have multiple accounts to connect as it is very cheap
• It is bad for ROI if you are looking to connect lesser accounts as there are better tools with same pricing at a smaller scale

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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