Copper vs HubSpot CRM

• I think the Opportunities Pipeline is probably the best feature of the CRM. The versatility of it allows for pipelines to be made for not only sales but myriad of other ways.
• Copper's commitment to customer satisfaction is pretty spectacular. Many CRMs aren't as dedicated to this and provide their customers with simple how to articles that fall short of being an actual help.
• Copper's ability to sync with Google is an undersold perk. If a company relies on the Google workspace, Copper is an amazing tool to work alongside with Google.

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• Sequences- setting up email/call campaign sequences for automated emails.
• Automated emails shut off once the customer has responded so you can make a manual reply.
• Very user friendly for your sales or account manager staff.
• The ability to make templates for email and email tracking allows you to see how many times you have touched the client.
• Setting up meetings and including a Zoom link is very simple and it tracks it in the activity thread.
• Setting up tasks for daily operations allows you to never miss contacting or reengaging with a customer.
• The ability to create new companies and HubSpot pulls in their financial information.
• The analytics section allows you to be able to see your daily progress.
• The dashboard helps you manage your pipeline for sales and productivity.
• The ability to see email templates made across your department is very helpful.
• User friendly!!!

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• Copper automatically pulls leads' social information and picture. Sometimes this information is not accurate.
• We did not have a successful integration with RingCentral (web phone and meeting app) but this isn't a huge drawback.
• I am pleased using Copper and can't think of any other cons since implementation.

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• There is a lot of upsells within HubSpot. So while the custom sales reporting is great - I believe you have to pay more for it on most plans.
• The ability to enroll contacts in a sales drip campaign is on a 1-to-1 basis which can be cumbersome if you have an influx of leads.
• Depending on list size, email sends can be slow as it sends in batches.

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• 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.

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• If you're a larger company with a lot of contacts, the platform will feel expensive. But when looking at it compared to money saved in direct mail and other offline outreach tactics (with less trackability and possibly less effectiveness), the value is more than there.
• The integrations and automations are allowing for smarter work, more appropriate, and targeted communications.
• The recent shift in pricing structure (to the marketing contacts model) allows for more flexibility in cost if not every contact is a sales or marketing opportunity.
• For true B2B inbound marketing, the platform does its job, just be mindful of the requirement internally to support it with high quality, lead-generating content. Otherwise you'll still be treading water.

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