Copper vs Keap | TrustRadius

What users are saying about

Score 6 out of 10

Based on 57 reviews and ratings

Score 8.2 out of 10

Based on 340 reviews and ratings

Feature Set Ratings

Sales Force Automation

4.6

Copper

46%

Keap

Feature Set Not Supported

N/A

Copper ranks higher in 9/9 features

Customer data management / contact management

6.0

60%

18 Ratings

N/A

0 Ratings

Workflow management

3.3

33%

17 Ratings

N/A

0 Ratings

Territory management

5.0

50%

4 Ratings

N/A

0 Ratings

Opportunity management

5.6

56%

17 Ratings

N/A

0 Ratings

Integration with email client (e.g., Outlook or Gmail)

8.3

83%

18 Ratings

N/A

0 Ratings

Contract management

5.9

59%

9 Ratings

N/A

0 Ratings

Quote & order management

2.0

20%

7 Ratings

N/A

0 Ratings

Interaction tracking

4.4

44%

17 Ratings

N/A

0 Ratings

Channel / partner relationship management

1.1

11%

7 Ratings

N/A

0 Ratings

Customer Service & Support

3.5

Copper

35%

Keap

Feature Set Not Supported

N/A

Copper ranks higher in 3/3 features

Case management

2.9

29%

9 Ratings

N/A

0 Ratings

Call center management

3.3

33%

5 Ratings

N/A

0 Ratings

Help desk management

4.4

44%

7 Ratings

N/A

0 Ratings

Marketing Automation

2.9

Copper

29%

Keap

Feature Set Not Supported

N/A

Copper ranks higher in 2/2 features

Lead management

4.3

43%

15 Ratings

N/A

0 Ratings

Email marketing

1.4

14%

9 Ratings

N/A

0 Ratings

CRM Project Management

3.8

Copper

38%

Keap

Feature Set Not Supported

N/A

Copper ranks higher in 3/3 features

Task management

4.7

47%

18 Ratings

N/A

0 Ratings

Billing and invoicing management

1.7

17%

5 Ratings

N/A

0 Ratings

Reporting

5.0

50%

16 Ratings

N/A

0 Ratings

CRM Reporting & Analytics

6.3

Copper

63%

Keap

Feature Set Not Supported

N/A

Copper ranks higher in 3/3 features

Forecasting

5.6

56%

15 Ratings

N/A

0 Ratings

Pipeline visualization

6.9

69%

17 Ratings

N/A

0 Ratings

Customizable reports

6.4

64%

15 Ratings

N/A

0 Ratings

Customization

5.1

Copper

51%

Keap

Feature Set Not Supported

N/A

Copper ranks higher in 4/4 features

Custom fields

8.0

80%

18 Ratings

N/A

0 Ratings

Custom objects

4.9

49%

12 Ratings

N/A

0 Ratings

Scripting environment

4.1

41%

3 Ratings

N/A

0 Ratings

API for custom integration

3.5

35%

8 Ratings

N/A

0 Ratings

Security

8.4

Copper

84%

Keap

Feature Set Not Supported

N/A

Copper ranks higher in 2/2 features

Single sign-on capability

8.9

89%

12 Ratings

N/A

0 Ratings

Role-based user permissions

8.0

80%

12 Ratings

N/A

0 Ratings

Social CRM

2.1

Copper

21%

Keap

Feature Set Not Supported

N/A

Copper ranks higher in 2/2 features

Social data

2.2

22%

12 Ratings

N/A

0 Ratings

Social engagement

2.0

20%

7 Ratings

N/A

0 Ratings

Integrations with 3rd-party Software

2.0

Copper

20%

Keap

Feature Set Not Supported

N/A

Copper ranks higher in 2/2 features

Marketing automation

3.0

30%

12 Ratings

N/A

0 Ratings

Compensation management

1.0

10%

1 Rating

N/A

0 Ratings

Platform

7.2

Copper

72%

Keap

Feature Set Not Supported

N/A

Copper ranks higher in 1/1 features

Mobile access

7.2

72%

16 Ratings

N/A

0 Ratings

Email & Online Marketing

Copper

Feature Set Not Supported

N/A

6.8

Keap

68%

Keap (formerly Infusionsoft) ranks higher in 9/9 features

WYSIWYG email editor

N/A

0 Ratings

7.7

77%

49 Ratings

Dynamic content

N/A

0 Ratings

5.9

59%

46 Ratings

Ability to test dynamic content

N/A

0 Ratings

2.0

20%

14 Ratings

Landing pages

N/A

0 Ratings

7.1

71%

113 Ratings

A/B testing

N/A

0 Ratings

6.0

60%

9 Ratings

Mobile optimization

N/A

0 Ratings

6.8

68%

105 Ratings

Email deliverability reporting

N/A

0 Ratings

8.2

82%

174 Ratings

List management

N/A

0 Ratings

8.7

87%

125 Ratings

Triggered drip sequences

N/A

0 Ratings

8.6

86%

48 Ratings

Lead Management

Copper

Feature Set Not Supported

N/A

7.9

Keap

79%

Keap (formerly Infusionsoft) ranks higher in 4/4 features

Lead nurturing

N/A

0 Ratings

8.5

85%

124 Ratings

Lead scoring and grading

N/A

0 Ratings

6.9

69%

110 Ratings

Data quality management

N/A

0 Ratings

7.1

71%

111 Ratings

Automated sales alerts and tasks

N/A

0 Ratings

9.1

91%

117 Ratings

Campaign Management

Copper

Feature Set Not Supported

N/A

7.6

Keap

76%

Keap (formerly Infusionsoft) ranks higher in 2/2 features

Calendaring

N/A

0 Ratings

8.2

82%

72 Ratings

Event/webinar marketing

N/A

0 Ratings

7.0

70%

13 Ratings

Social Media Marketing

Copper

Feature Set Not Supported

N/A

4.5

Keap

45%

Keap (formerly Infusionsoft) ranks higher in 2/2 features

Social sharing and campaigns

N/A

0 Ratings

4.9

49%

14 Ratings

Social profile integration

N/A

0 Ratings

4.0

40%

14 Ratings

Reporting & Analytics

Copper

Feature Set Not Supported

N/A

7.2

Keap

72%

Keap (formerly Infusionsoft) ranks higher in 3/3 features

Dashboards

N/A

0 Ratings

6.5

65%

54 Ratings

Standard reports

N/A

0 Ratings

7.9

79%

123 Ratings

Custom reports

N/A

0 Ratings

7.2

72%

114 Ratings

Platform & Infrastructure

Copper

Feature Set Not Supported

N/A

6.2

Keap

62%

Keap (formerly Infusionsoft) ranks higher in 6/6 features

API

N/A

0 Ratings

7.9

79%

105 Ratings

Role-based workflow & approvals

N/A

0 Ratings

7.4

74%

91 Ratings

Customizability

N/A

0 Ratings

7.0

70%

116 Ratings

Integration with Salesforce.com

N/A

0 Ratings

5.0

50%

4 Ratings

Integration with Microsoft Dynamics CRM

N/A

0 Ratings

5.0

50%

5 Ratings

Integration with SugarCRM

N/A

0 Ratings

5.0

50%

4 Ratings

Attribute Ratings

Keap (formerly Infusionsoft) is rated higher in 3 areas: Likelihood to Recommend, Usability, Support Rating

Copper

30%

19 Ratings

8.2

Keap

82%

186 Ratings

Copper

N/A

0 Ratings

7.5

Keap

75%

38 Ratings

Copper

47%

10 Ratings

6.6

Keap

66%

21 Ratings

Copper

N/A

0 Ratings

9.1

Keap

91%

11 Ratings

Copper

N/A

0 Ratings

9.1

Keap

91%

11 Ratings

Copper

28%

12 Ratings

7.6

Keap

76%

28 Ratings

Copper

N/A

0 Ratings

8.6

Keap

86%

5 Ratings

Copper

N/A

0 Ratings

9.5

Keap

95%

5 Ratings

Copper

N/A

0 Ratings

8.0

Keap

80%

16 Ratings

Copper

N/A

0 Ratings

8.2

Keap

82%

3 Ratings

Pros

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.

Read full review

Verified User

Employee in Other

Financial Services Company, 51-200 employees

View all 19 answers on this topic

Campaign Builder - as I’m a visual person, the ability to map out and build automation on not only sales and marketing funnels, but internal processes as well. This has been a game-changer to setup automation and we continue to reap the rewards years later.
CRM - using it as a CRM has allowed me to have a single source of truth for my leads and customers to collect info on, add notes, track and trigger automation savings hours every week, and help prevent leads from falling through the cracks.
Innovation - they were one of the first in the market and are still innovating to make the product better.

Read full review

Mandy Brasser

CEO (Chief Executive Officer)

Streamline For SuccessInformation Technology & Services, 1-10 employees

View all 186 answers on this topic

Cons

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.

Read full review

Erik Viager

Manager, Business Development

Manifest LLCMarketing and Advertising, 51-200 employees

View all 19 answers on this topic

Keap is almost infinitely customizable, and it is VERY powerful, and I think all that potential can overwhelm the new user. The key is to start small and simple - even little automations can make a huge difference.
My business is simple enough that I find Keap's reporting sufficient, but I hear from other business owners that they would like more/different reports.
The state-by-state, regional and municipal sales tax thing can get complicated, but I hear they are working on it.

Read full review

Samantha Bennett

Founder & CEO

The Organized Artist CompanyE-Learning, 1-10 employees

View all 186 answers on this topic

Pricing Details

General

Free Trial

Yes

Free/Freemium Version

—

Premium Consulting/Integration Services

—

Entry-level set up fee?

Starting Price

$25 per month per user

Copper Editions & Modules

Edition

Basic	$25.00¹
Professional	$59.00¹
Business	$119.00¹

per month per user

Additional Pricing Details

—

General

Free Trial

Yes

Free/Freemium Version

—

Premium Consulting/Integration Services

Yes

Entry-level set up fee?

Starting Price

$129 per month

Keap Editions & Modules

Edition

Pro	$129.00¹
Max	$199.00¹

per month

Additional Pricing Details

All plans awith 1 user and 500 contacts. The price is $30.00 for each additional user.

Likelihood to Renew

No score

No answers yet

No answers on this topic

Keap 7.5

Based on 38 answers

We have invested a lot into Infusionsoft and are using it to automate our processes and marketing. Changing CRMs would have a HUGE cost for us and based on our evaluations, the grass isn't greener elsewhere. Infusiosoft fits most of our needs and is slowly getting better each year. Their support is great and we will continue to use them until something much better comes around or our company outgrows a small business CRM.

Read full review

Tyler Guthrie

Marketing Automation Manager

Home Care PulseIndividual & Family Services, 11-50 employees

View all 38 answers on this topic

Usability

Copper 4.7

Based on 10 answers

I would rate Copper overall usability as a 10. It is easy to use. I am not extremely computer friendly so I needed to find something that would fit what I can do. Copper definitely fit the bill. I would highly recommend it to anyone of any level of computer knowledge.

Read full review

Jason Tenzer

President

Golf Advisory CouncilSports, 1-10 employees

View all 10 answers on this topic

Keap 6.6

Based on 21 answers

You do need to spend some time on-boarding and implementing the software in order to have full functionality. We were lucky - we had colleagues at the university with experience with Keap and then hired an intern familiar with the software to get us set up and ready to use it. We've had some functionality issues with it along the way and that has frustrated myself and the other uses in our department.

Read full review

Stacey Stearns

Program Specialist

University of ConnecticutHigher Education, 1001-5000 employees

View all 21 answers on this topic

Reliability and Availability

No score

No answers yet

No answers on this topic

Keap 9.1

Based on 11 answers

There have been few outages since we became a customer, and when they have technical issues they are typically resolved rapidly.

Read full review

Verified User

Director in Marketing

Management Consulting Company, 1-10 employees

View all 11 answers on this topic

Performance

No score

No answers yet

No answers on this topic

Keap 9.1

Based on 11 answers

OMG, it's all in one and that compromises everything, fundamentally. If you want a race car, invest in a race car. If you want a dune buggy, get that. If you want a boat that floats, go for it.

Read full review

Clifford Jones

CEO

Conversion Marketing Experts, LLCMarketing and Advertising, 11-50 employees

View all 11 answers on this topic

Support Rating

Copper 2.8

Based on 12 answers

It has been so far so good, they have been quick to respond to queries, and do follow up as well. But then again this is a work in progress and I guess they would not have a solution to every problem every posed to them right away. Hence I will refrain from making any judgments.

Read full review

Ben J. Varghese

Manager, Sales Readiness

NytroComputer Software, 51-200 employees

View all 12 answers on this topic

Keap 7.6

Based on 28 answers

Generally, very responsive support for even our more complicated issues. We do have some open issues that we need resolutions on and that I understand are complicated and will take longer to resolve but the open issues are significantly impacting to our business.

Read full review

Verified User

Consultant in Sales

Education Management Company, 1001-5000 employees

View all 28 answers on this topic

In-Person Training

No score

No answers yet

No answers on this topic

Keap 8.6

Based on 5 answers

This training is taught often to the lowest common denominator so as to help as many customers of theirs as possible. We do the training and coaching and implementations for our clients. But clients who I know who have been to their training get trained well. The gap that can exist lies in you doing your part and really investing in using and building out the application.The training and education is only as good as your willingness to apply it.

Read full review

Clifford Jones

CEO

Conversion Marketing Experts, LLCMarketing and Advertising, 11-50 employees

View all 5 answers on this topic

Online Training

No score

No answers yet

No answers on this topic

Keap 9.5

Based on 5 answers

The online training is excellent (now). When we first signed on it was almost non-existent. They have online videos and hold webinars for almost every area of the software.

Read full review

Verified User

Director in Marketing

Management Consulting Company, 1-10 employees

View all 5 answers on this topic

Implementation Rating

No score

No answers yet

No answers on this topic

Keap 8.0

Based on 16 answers

Don't let the fear of implementing a new software solution keep you from unleashing the power of automation that Infusionsoft provides. With the right implementation partner, the process can not only be smooth and painless, it can actually help you get a better understanding for how your current communication process can be improved upon.

Read full review

Chris LeBrun, MBA, CFRE

Consultant / Owner

Berlin Crush Consulting

View all 16 answers on this topic

Alternatives Considered

ProsperWorks is just an amazing lightweight CRM. Unless you're a large organization that needs to build out crazy custom reporting and tools that integrate into your CRM, Prosperworks is the best bet. Instead of being an IT project that you need to get a bunch of other people involved in, it just works and allows the very basic job of managing customer relationships to be done effectively. Salesforce is too bloated for a small organization, and while HubSpot is pretty decent it just doesn't match the Gmail integration and usability of Prosperworks.

Read full review

Scott Entwistle

Founder

Predictable HireHuman Resources, 1-10 employees

View all 19 answers on this topic

Keap is definitely the strong leader in this space. As a Keap Certified Partner, our company has implemented Keap for over 500 customers. On occasion, customers come to use other tools such as Ontraport or ActiveCampaign. In all cases, they've been ecstatic with the benefits they get when moving to Keap.

Read full review

Tyler Garns

Founder & CEO

Box Out MarketingMarketing & Advertising, 11-50 employees

View all 186 answers on this topic

Scalability

No score

No answers yet

No answers on this topic

Keap 8.2

Based on 3 answers

You get a lot of features included, but you don't need to use them all at once to start seeing an effect. When you are ready to use them, they are there. It also scales without costing too much money.

Read full review

Verified User

C-Level Executive in Marketing

Marketing & Advertising Company, 1-10 employees

View all 3 answers on this topic

Return on Investment

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

Kelly Wasden

Sr. Account Executive

MotivosityHuman Resources, 11-50 employees

View all 19 answers on this topic

I’ve generated leads and closed business with Keap non-stop since 2008
Keap notifies my team around the world when a lead, sale, or issue comes in
Keap automation does the work of at least two to three people 24/7 since 2008

Read full review

Wes Schaeffer

Chief Whispering Officer

The Sales Whisperer®Marketing and Advertising, 1-10 employees

View all 186 answers on this topic

Screenshots

—

See All (3) Keap Screenshots