Copper CRM vs. LeadDelta

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.

I signed up for LeadDelta because I heard they were the best CRM for business professionals using LinkedIn. I spent hours getting it set up and configured. I wanted to update my CRM contacts with the contact information from my Google account. So I went through the effort of migrating my Google contact data. But it created duplicates of all my contacts. I then tried to delete the duplicates, but the only option is to hide the imported contacts, there is no way to remove them. But hiding them does not remove them from the dashboard data. I reached out for help and had to argue with the customer support that my dashboard was indeed showing data for the hundreds of contacts I manually selected and hid. I was told they could not remove the contacts from their end. As a software engineer, I know it is not that hard to update a database. But I was told it was impossible. I politely asked for a refund, twice, but they refused, even though I had just subscribed 2 days prior and was never able to use the software to track my contacts. I had to contest the charges with the credit card company, and now LeadDelta is fighting the refund. I cannot believe their lack of customer service and care.

• 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

• Update contacts from Linkedin
• Displaying data
• Tagging Contacts

• 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

• They should not require payment to clean up data when uploading from Google
• They should allow deleting contacts and cleaning up the dashboard
• They should allow rolling back failed merges with external databases

It is good value for money

Incentivized

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

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.

Incentivized

LeadDelta was supposed to be easier to use and update. It was recommended to me as a better way to track my contacts and organize my followup. But with data corruption, LeadDelta became unusable for me, and they were unwilling to make it right.

• 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

• Cost me 2 days of work before it became unusable.
• Cost me $300 which they do not want to refund despite their inability to fix my dashboard.
• I wish I had never used LeadDelta in the first place.