Copper CRM vs. HighLevel

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.

HighLevel is great for so many types of businesses. Basically most business will be able to find value using HighLevel. It saves a lot of time playing with multiple software. It is more affordable being that everything you need is in the one place. So it allows you to focus on growing your business and not worrying about the technology and outgrowing your current technology setup. Companies from startups to global brands capitalise on HighLevel's features and functionality. The HighLevel community is also very helpful with hundreds of thousands of worldwide users it is easy to find support and help whenever you need it.

• 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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• Evolves with the times
• Incorporate user feedback and requests in feature and product development.
• Very Customizable
• Cost-effective
• Wide ranging features

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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

• We encounter bugs from time to time
• Considering it's all-in-one, individual features are not as powerful as counterparts that specialize in those services
• Loads slowly at times

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Independently Invited by TrustRadius

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It is good value for money

Incentivized

Invited by the Vendor

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

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.

Incentivized

Invited by the Vendor

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

HighLevel is a great tool, and is a real "all rounder" that helps agencies keep costs down and profits high. It really does serve the majority of marketing agency needs, but it does fall down slightly on some specialist areas, where a dedicated CRM would be best for example. It can be a little tricky to use and buggy, which does cause some frustration sometimes.

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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

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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Invited by the Vendor

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

HighLevel competes with other funnel builders, automations providers and CRMs. HighLevel has a clear advantage in terms of value for money. It gives you a lot of bang for buck. We can get cheaper but you will not get all the same features and development speed as HighLevel. You can get a bit nicer page builders, email marketing tools etc but they will come at a lot more $$. So it really depends. You can spend some more $$ in HighLevel and get custom built css styling and make it look and feel the same as more $$ tools. So really you can't lose with HighLevel in the long run.

• 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

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

• HighLevel has helped our business grow over the past two years by giving us a place to manage our client communication.

Incentivized

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