Copper CRM vs. LeadGenius

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.

LeadGenius is great for any company that has very specific, niche leads they need to generate (like we do). If you have a broader audience, I would recommend using a simpler, cheaper platform that simply scrapes LInkedIn for some keywords you've entered. For us, we need specific titles from specific types of companies (i.e. software companies that could use an email API).

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• 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.

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• LeadGenius has gone out of their way to help us find leads for fairly obscure markets. LeadGenius combines AI with personal vetting to find hundreds and thousands of leads for us that other automated lead gen platforms that simply scrape LinkedIn or the web cannot find.
• If you need any custom work done for you outside of the platform, LeadGenius is willing to help with that where other platforms are not (with other lead gen platforms, either you use the system as-is despite it's shortcomings, or not at all).

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• 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

• The platform loads a little slowly and has little quirks. If you create a ton of segments, it can be hard to organize them. If you archive old ones you can't view them anymore (but Leadgenius has access on the backend and can send your data to you).

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It is good value for money

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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.

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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.

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Growlabs used too many generic search parameters and had too many system bugs - but they're early and I'm confident their product will get stronger.

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• 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.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• LeadGenius has been one of the main sources of leads for us over the past 6 months. There's a longer lead nurture cycle (since they're cold, outbound leads as opposed to inbound), but they do convert to customers for us.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info