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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Copper

    Score8.7 out of 10
    N/ACopper is a customer relationship management (CRM) built as an integration into Google Apps.

    $12

    per month per user

    Keap

    Score6.2 out of 10
    N/AKeap is a small business-focused, comprehensive sales and marketing platform which combines basic contact management, CRM, marketing automation, and e-commerce capabilities into a single, subscription-based SaaS product.

    $199

    per month

    Pricing
    CopperKeap
    Editions & Modules
    Starter - Paid Annually
    $9.00
    per month per user
    Basic - Paid Annually
    $23.00
    per month per user
    Professional - Paid Annually
    $59.00
    per month per user
    Business - Paid Annually
    $99.00
    per month per user
    Pro
    $199.00
    per month
    Max
    $289.00
    per month
    Max Classic
    Contact Us
    per year
    Offerings
    Pricing Offerings
    CopperKeap
    Free Trial
    YesYes
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    NoYes
    Entry-level Setup FeeNo setup feeOptional
    Additional DetailsUp to 15% discount for annual pricing.All plans with 1 user and 500 contacts. The price is $30.00 for each additional user.
    More Pricing Information
    Community Pulse
    CopperKeap
    Considered Both Products
    Copper
    No answer on this topic
    Thryv
    Chose Keap
    Infusionsoft would rank below every VRM I listed in an overall score. It is less expensive than Salesforce but the price variance isn't really enough to help infusionsoft. Infusionsoft is a little easier to use than Prosperworks but with a price of $600 per month and $7 per …
    Incentivized
    Key User Insights
    Would buy again
    90%
    Would buy again
    47 Answers
    87%
    Would buy again
    74 Answers
    Delivers good value for the price
    91%
    Delivers good value for the price
    42 Answers
    92%
    Delivers good value for the price
    73 Answers
    Happy with the feature set
    87%
    Happy with the feature set
    45 Answers
    87%
    Happy with the feature set
    74 Answers
    Lived up to sales and marketing promises
    91%
    Lived up to sales and marketing promises
    39 Answers
    90%
    Lived up to sales and marketing promises
    66 Answers
    Implementation went as expected
    94%
    Implementation went as expected
    44 Answers
    95%
    Implementation went as expected
    69 Answers
    Features
    CopperKeap
    Sales Force Automation
    Comparison of Sales Force Automation features of Copper CRM and Keap
    Feature
    Copper CRM
    5.5
    61 Ratings
    35% below category average
    Keap
    -
    Ratings
    Customer data management / contact management7.359 Ratings00 Ratings
    Workflow management7.457 Ratings00 Ratings
    Territory management5.04 Ratings00 Ratings
    Opportunity management8.456 Ratings00 Ratings
    Integration with email client (e.g., Outlook or Gmail)7.361 Ratings00 Ratings
    Contract management5.29 Ratings00 Ratings
    Quote & order management2.07 Ratings00 Ratings
    Interaction tracking6.157 Ratings00 Ratings
    Channel / partner relationship management1.07 Ratings00 Ratings
    Customer Service & Support
    Comparison of Customer Service & Support features of Copper CRM and Keap
    Feature
    Copper CRM
    1.4
    10 Ratings
    138% below category average
    Keap
    -
    Ratings
    Case management1.29 Ratings00 Ratings
    Call center management1.55 Ratings00 Ratings
    Help desk management1.67 Ratings00 Ratings
    Marketing Automation
    Comparison of Marketing Automation features of Copper CRM and Keap
    Feature
    Copper CRM
    5.7
    47 Ratings
    30% below category average
    Keap
    -
    Ratings
    Lead management6.944 Ratings00 Ratings
    Email marketing4.537 Ratings00 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Copper CRM and Keap
    Feature
    Copper CRM
    6.0
    58 Ratings
    25% below category average
    Keap
    7.7
    29 Ratings
    7% below category average
    Task management8.756 Ratings8.820 Ratings
    Billing and invoicing management1.75 Ratings7.416 Ratings
    Reporting7.552 Ratings7.127 Ratings
    Automated CRM activity logging00 Ratings6.41 Ratings
    Sales pipeline management00 Ratings9.11 Ratings
    CRM Reporting & Analytics
    Comparison of CRM Reporting & Analytics features of Copper CRM and Keap
    Feature
    Copper CRM
    7.8
    54 Ratings
    2% above category average
    Keap
    -
    Ratings
    Forecasting7.437 Ratings00 Ratings
    Pipeline visualization8.651 Ratings00 Ratings
    Customizable reports7.446 Ratings00 Ratings
    Customization
    Comparison of Customization features of Copper CRM and Keap
    Feature
    Copper CRM
    4.5
    57 Ratings
    52% below category average
    Keap
    -
    Ratings
    Custom fields7.456 Ratings00 Ratings
    Custom objects3.412 Ratings00 Ratings
    Scripting environment4.13 Ratings00 Ratings
    API for custom integration3.036 Ratings00 Ratings
    Security
    Comparison of Security features of Copper CRM and Keap
    Feature
    Copper CRM
    8.4
    49 Ratings
    0% above category average
    Keap
    -
    Ratings
    Single sign-on capability8.712 Ratings00 Ratings
    Role-based user permissions8.048 Ratings00 Ratings
    Social CRM
    Comparison of Social CRM features of Copper CRM and Keap
    Feature
    Copper CRM
    2.0
    12 Ratings
    116% below category average
    Keap
    -
    Ratings
    Social data2.012 Ratings00 Ratings
    Social engagement2.07 Ratings00 Ratings
    Integrations with 3rd-party Software
    Comparison of Integrations with 3rd-party Software features of Copper CRM and Keap
    Feature
    Copper CRM
    2.6
    39 Ratings
    97% below category average
    Keap
    -
    Ratings
    Marketing automation4.339 Ratings00 Ratings
    Compensation management1.01 Ratings00 Ratings
    Platform
    Comparison of Platform features of Copper CRM and Keap
    Feature
    Copper CRM
    8.4
    49 Ratings
    10% above category average
    Keap
    -
    Ratings
    Mobile access8.449 Ratings00 Ratings
    Email & Online Marketing
    Comparison of Email & Online Marketing features of Copper CRM and Keap
    Feature
    Copper CRM
    -
    Ratings
    Keap
    5.9
    152 Ratings
    27% below category average
    WYSIWYG email editor00 Ratings9.050 Ratings
    Dynamic content00 Ratings8.947 Ratings
    Landing pages00 Ratings4.0136 Ratings
    A/B testing00 Ratings6.410 Ratings
    Mobile optimization00 Ratings4.5126 Ratings
    Email deliverability reporting00 Ratings4.5151 Ratings
    List management00 Ratings4.5149 Ratings
    Triggered drip sequences00 Ratings9.049 Ratings
    Lead Management
    Comparison of Lead Management features of Copper CRM and Keap
    Feature
    Copper CRM
    -
    Ratings
    Keap
    5.5
    153 Ratings
    29% below category average
    Lead nurturing automation00 Ratings5.0148 Ratings
    Lead scoring and grading00 Ratings4.0130 Ratings
    Data quality management00 Ratings4.5131 Ratings
    Automated sales alerts and tasks00 Ratings5.0140 Ratings
    Automated follow-ups00 Ratings9.11 Ratings
    Campaign Management
    Comparison of Campaign Management features of Copper CRM and Keap
    Feature
    Copper CRM
    -
    Ratings
    Keap
    8.0
    90 Ratings
    10% above category average
    Calendaring00 Ratings9.089 Ratings
    Reporting & Analytics
    Comparison of Reporting & Analytics features of Copper CRM and Keap
    Feature
    Copper CRM
    -
    Ratings
    Keap
    6.4
    150 Ratings
    6% below category average
    Dashboards00 Ratings7.255 Ratings
    Standard reports00 Ratings4.0146 Ratings
    Custom reports00 Ratings8.0137 Ratings
    Platform & Infrastructure
    Comparison of Platform & Infrastructure features of Copper CRM and Keap
    Feature
    Copper CRM
    -
    Ratings
    Keap
    5.7
    144 Ratings
    25% below category average
    API00 Ratings8.0127 Ratings
    Role-based workflow & approvals00 Ratings4.5110 Ratings
    Customizability00 Ratings5.0140 Ratings
    Third-party software integrations00 Ratings7.31 Ratings
    Mobile app for sales & marketing automation00 Ratings5.51 Ratings
    Best Alternatives
    CopperKeap
    Small Businesses
    Salesflare
    Score10 out of 10
    SharpSpring (discontinued)
    Score8 out of 10
    Medium-sized Companies
    Kintone
    Score9.7 out of 10
    No answers on this topic
    Enterprises
    Oracle Sales
    Score8.9 out of 10
    No answers on this topic
    All AlternativesView all alternativesView all alternatives
    User Ratings
    CopperKeap
    Likelihood to Recommend
    8.7
    (64 ratings)
    5.2
    (210 ratings)
    Likelihood to Renew
    8.2
    (1 ratings)
    9.0
    (40 ratings)
    Usability
    8.7
    (54 ratings)
    5.2
    (28 ratings)
    Availability
    -
    (0 ratings)
    9.1
    (6 ratings)
    Performance
    -
    (0 ratings)
    9.1
    (6 ratings)
    Support Rating
    8.2
    (12 ratings)
    9.0
    (26 ratings)
    In-Person Training
    -
    (0 ratings)
    9.1
    (6 ratings)
    Online Training
    -
    (0 ratings)
    8.6
    (7 ratings)
    Implementation Rating
    -
    (0 ratings)
    8.0
    (8 ratings)
    Configurability
    -
    (0 ratings)
    2.0
    (1 ratings)
    Ease of integration
    -
    (0 ratings)
    1.0
    (1 ratings)
    Product Scalability
    -
    (0 ratings)
    9.1
    (3 ratings)
    Vendor post-sale
    -
    (0 ratings)
    6.0
    (1 ratings)
    Vendor pre-sale
    -
    (0 ratings)
    1.0
    (1 ratings)
    User Testimonials
    CopperKeap
    Likelihood to Recommend
    Copper
    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.
    Read full review
    Thryv
    Keap is very good at contact management and automation creation but weaker at email campaign creation. I was particularly interested in a function where when manually entering a new contact, you are then able to email that contact using a premade HTML template. It will currently not do this. There is a workaround, but it is unnecessarily ponderous.
    Incentivized
    Read full review
    Pros
    Copper
    • 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.
    Incentivized
    Read full review
    Thryv
    • Pricing: Keap Max Classic (formerly Infusionsoft) is affordable for nonprofits and small businesses and includes all the automation features we need!
    • Customer Support: Our onboarding and success coaches have been so helpful, taking into account some unique processes we have and finding solutions.
    • Updates: Keap is constantly providing more and better solutions!
    Incentivized
    Read full review
    Cons
    Copper
    • 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
    Read full review
    Thryv
    • More articles and videos on how to use the various functions of Keap
    • Having representatives designated to certain regions or companies for a point of contact when help is needed
    • More options when building the emails. While the click and drop options can be a plus, they can also be negative because you are limited to image and text sizing and positions
    Read full review
    Likelihood to Renew
    Copper
    It is good value for money
    Incentivized
    Read full review
    Thryv
    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
    Usability
    Copper
    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
    Read full review
    Thryv
    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.
    Incentivized
    Read full review
    Reliability and Availability
    Copper
    No answers on this topic
    Thryv
    There have been few outages since we became a customer, and when they have technical issues they are typically resolved rapidly.
    Read full review
    Performance
    Copper
    No answers on this topic
    Thryv
    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
    Support Rating
    Copper
    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.
    Read full review
    Thryv
    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.
    Incentivized
    Read full review
    In-Person Training
    Copper
    No answers on this topic
    Thryv
    I have been to a number of in-person training sessions over the years with Keap and all of them have been FANTASTIC. They really put a lot of time and effort into these sessions. Staff and facilitators go out of their way to ensure that participants are getting what they need.
    Incentivized
    Read full review
    Online Training
    Copper
    No answers on this topic
    Thryv
    The results of training online are often based on how people learn. The training was great but with feature updates, you just have to get in there sometimes and do it! The training definitely lays a firm enough foundation for you to be successful even if its can't be updated with every feature update.
    Read full review
    Implementation Rating
    Copper
    No answers on this topic
    Thryv
    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
    Alternatives Considered
    Copper
    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.
    Incentivized
    Read full review
    Thryv
    Keap is fast. The learning curve is shorter and they have an academy for learning with videos quite extensive that explain a lot of different scenarios, specially when you need to customize scenarios of automations and segments. Is cheaper if you consider that this services CRM + Mailing don´t come often in one package and the realiability to send mails is quite good.
    Incentivized
    Read full review
    Scalability
    Copper
    No answers on this topic
    Thryv
    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
    Return on Investment
    Copper
    • 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
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    Thryv
    • Automation has allowed us to be more engaged and invested in our customers by reminding us about birthdays and other important events in their lives so that we can celebrate with them.
    • We lacked the manpower to sell and distribute orders online before setting up the payments and automation features. We now collect $5k+ a week in lost sales through online ordering.
    • List cleaning functionality and engagment settings have allowed us to run a 40-50% email open rate that allows us to create an engaged community around local events and opportunities as well as sales and special offerings.
    Incentivized
    Read full review
    ScreenShots

    Keap Screenshots

    Screenshot of a Keap invoiceProduct screenshotScreenshot of the entire sales pipeline displayed in one view.