What users are saying about
38 Ratings
221 Ratings
38 Ratings
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Score 8.4 out of 100
221 Ratings
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Score 7.7 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

Keap

Keap is well suited for any size company and can suit a wide variety of purposes, from basic customer management to email campaigns, to landing pages, to a variety of integrations to address even the most creative of scenarios. I can't think of any scenario that Keap is not well suited to address.
Brian Del Terzo Credilife® | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Copper
7.8
Keap
7.9
Customer data management / contact management
Copper
8.3
Keap
8.6
Workflow management
Copper
7.2
Keap
7.9
Territory management
Copper
8.0
Keap
Opportunity management
Copper
8.6
Keap
8.4
Integration with email client (e.g., Outlook or Gmail)
Copper
8.0
Keap
7.6
Contract management
Copper
7.9
Keap
Quote & order management
Copper
6.3
Keap
7.1
Interaction tracking
Copper
7.9
Keap
7.9
Channel / partner relationship management
Copper
7.9
Keap

Customer Service & Support

Copper
8.1
Keap
Case management
Copper
7.9
Keap
Call center management
Copper
8.0
Keap
Help desk management
Copper
8.3
Keap

Marketing Automation

Copper
8.3
Keap
8.3
Lead management
Copper
8.3
Keap
8.2
Email marketing
Copper
8.4
Keap
8.5

CRM Project Management

Copper
7.9
Keap
8.0
Task management
Copper
8.1
Keap
8.3
Billing and invoicing management
Copper
8.0
Keap
9.0
Reporting
Copper
7.5
Keap
6.6

CRM Reporting & Analytics

Copper
7.1
Keap
7.4
Forecasting
Copper
7.1
Keap
Pipeline visualization
Copper
8.4
Keap
7.4
Customizable reports
Copper
5.8
Keap

Customization

Copper
7.4
Keap
8.4
Custom fields
Copper
8.3
Keap
8.9
Custom objects
Copper
8.1
Keap
8.5
Scripting environment
Copper
8.0
Keap
API for custom integration
Copper
5.3
Keap
7.7

Security

Copper
8.3
Keap
8.7
Single sign-on capability
Copper
8.4
Keap
Role-based user permissions
Copper
8.2
Keap
8.7

Social CRM

Copper
7.7
Keap
Social data
Copper
6.5
Keap
Social engagement
Copper
9.0
Keap

Integrations with 3rd-party Software

Copper
7.7
Keap
Marketing automation
Copper
7.7
Keap

Platform

Copper
8.1
Keap
6.9
Mobile access
Copper
8.1
Keap
6.9

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

Keap

  • The strongest part of Keap/Infusionsoft is the CRM side for contacts and companies. The contact view is very robust, with everything from basic data points to form submissions, campaigns past and present, purchases, tags, web site profile, opportunities, and tons of customization is available with custom fields. Every business needs custom fields for segmentation, lead management, and reporting. It is very robust here.
  • The email builder is very simple and quick to use. The drag and drop functionality with built-in templates makes it a breeze to set up any kind of email from a beautiful marketing blast to a simple automated sales follow-up. Tagging from email clicks is also great for triggering other actions or notifications to reps for follow up. Emails are mobile responsive, too, without any extra coding or fiddling.
  • This has my favorite campaign builder. Simply pick a goal that triggers actions and then build our sequences with very robust if/then conditional logic. You can build campaigns as simple as an opt-in form with notification or follow-up or a 30-touch account-based marketing campaign all on the same canvas which is so swift and easy to edit.
Bailey Witt, MBA | 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

Keap

  • I would like to see Infusionsoft's functions being sold a la carte; my business utilizes the marketing and CRM features exhaustively but does not touch the sales and transaction processing features. It would be nice to pay for only what we use.
  • There is a mobile Infusionsoft application available on phones, but building marketing campaigns is not an option here. It would be nice to be able to build campaigns, even rudimentary, from a cell device.
  • I adore Infusionsoft but would love for it to be made more affordable.
Maddy Braswell | TrustRadius Reviewer

Likelihood to Renew

Copper

No score
No answers yet
No answers on this topic

Keap

Keap 1.2
Based on 34 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.
Tyler Guthrie | 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

Keap

Keap 4.5
Based on 12 answers
Buyer beware. Be prepared to invest many hours if you plan to manage this application yourself. This is true of any automation solution. Can you take classes and go to University again and become a great marketing automation expert yourself? Yes, probably. But should you be investing your highest and most productive use of time building out Infusionsoft. Not likely.Which means you need to plan on finding someone you can trust and that is the plain truth. There are many qualified consultants who have sufficient sales, marketing, business, content, life and Infusionsoft experience to help you get results. But far too many people decry this as an all in one solution that is easy to use. This will never be the case even though the product development team is constantly working to make it a better product and easier to use.We don't make our own paper clips for a reason. We outsource all the time. We have to make really informed decisions on the solutions we use and then commit to learning best practices for marketing regardless of the platform.Do not expect to pay someone less than $150-$250 per hour to really make this application sing. Or pay them for training or internal services and then kick yourself.
Clifford Jones | TrustRadius Reviewer

Reliability and Availability

Copper

No score
No answers yet
No answers on this topic

Keap

Keap 8.6
Based on 6 answers
Craig Jacobson | TrustRadius Reviewer

Performance

Copper

No score
No answers yet
No answers on this topic

Keap

Keap 7.5
Based on 6 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.
Clifford Jones | TrustRadius Reviewer

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

Keap

Keap 5.5
Based on 10 answers
Again there is so much online support that users can find on Infusionsoft. From the corporate website and call center, to users groups located around the country, and ICCs who provide online resources, coaching and more, finding support for Infusionsoft is an easy task!
Chris LeBrun, MBA, CFRE | TrustRadius Reviewer

In-Person Training

Copper

No score
No answers yet
No answers on this topic

Keap

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.
Clifford Jones | TrustRadius Reviewer

Online Training

Copper

No score
No answers yet
No answers on this topic

Keap

Keap 9.5
Based on 5 answers
If you're willing to click and learn as you go, there are great resources for training including on page help and video.
Clifford Jones | TrustRadius Reviewer

Implementation Rating

Copper

No score
No answers yet
No answers on this topic

Keap

Keap 8.0
Based on 9 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.
Chris LeBrun, MBA, CFRE | TrustRadius Reviewer

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

Keap

I have compared Blue Orchid Marketing, which we left because it was not as robust. I also compared other products that were as robust but cost a LOT more than Infusionsoft! I also spoke with people using different products and this is bar far the simplest to use and to make life work faster and better with automation
Rachel Campbell | TrustRadius Reviewer

Scalability

Copper

No score
No answers yet
No answers on this topic

Keap

Keap 2.0
Based on 1 answer
Pricing is user and email and function based. Way too many pay walls and not native function for scaling. It's scaleable with NASA level marketing automation talent you must pay to engage. Otherwise, it gets expensive quickly for scaling to a true small business, which is what they target. Over 25 users and you're screwed. Look at the competition first, evaluate what you really need for your business and start there. Keep it simple, build your cash flow and confidence in the people you hired to make this work and then scale. Don't get sucked into the dream that this thing will help you sell your book to millions and you get famous while hanging on your boat or whatever. Building a small business is hard enough. Adding software often adds complexity in order to successfully scale.
Clifford Jones | 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

Keap

  • We have many automated marketing funnels built in Infusionsoft for various campaigns and tasks. One campaign we've built, though, is solely responsible for just under $2 million in revenue in 2017. The campaign is completely automated. There is no input required from the marketing department. E-mails are sent automatically, fulfillment lists for products and direct mail marketing pieces are sent to fulfillment houses automatically, our telemarking dialer system is loaded automatically, text messages are sent automatically, and customer are automatically removed from sequences and put into other sequences based on their actions, such as purchasing a product or requesting to be removed from the marketing list.
Nicholas Kouvatsos | TrustRadius Reviewer

Screenshots

Pricing Details

Copper

General

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

Copper Editions & Modules

Additional Pricing Details

Keap

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Required
starting at $99*

* prerequisite for all new customers

Keap Editions & Modules

Edition
Keap Grow$791
Keap Pro$1491
Infusionsoft by Keap$1991
  1. per month
Additional Pricing Details
Pricing starts at $79. Visit our website to start a demo and learn more about our pricing and promotions at https://keap.com/pricing.

Rating Summary

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