Copper vs. Mailtrack vs. Streak

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.

Mailtrack is great for tracking emails if you do not want to pay for larger more complicated tools that do the same thing. If you already love your system but just want to add some convenient read tracking, that's exactly what this is for. If you have a system that doesn't work well, I would take the time to evaluate alternatives that also include read tracking (Salesforce for example). This also applies if you're trying to use this for large outbound sales emails - there are a lot of applications that have email tracking built in (Outreach.io is a great example) so it may just be worth switching your whole system.

Incentivized

If you receive a notification that a prospect just read your email and you don't receive a response, you're then aware they've received it and your pitch or product is on their mind -- making a call later that day all the more effective.

Incentivized

• 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

• Immediately you will be notified once any user accesses the email. There is no delay. We have crossed checked and it works awesome.
• The Mailtrack extension is easy to use. Setting up an account and getting started is smooth and fast.
• Free version includes unlimited email tracking, this is fab.

Incentivized

• The e-mail tracking feature is easy to use and very handy.
• The snippets feature are very good, have shortcuts to use and save a lot of time.
• Having a CRM platform inside your Gmail/Gsuite account is great for improving the use in a day to day basis.

Incentivized

• 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

• Some of the settings can be confusing at first.
• Some alerts are on by default and can be annoying at times.
• Good to know if the email was deleted.
• It would be great to know how much time recipients spent on each email.

• Streak should work better with Microsoft. Often you need to run your excel files through Sheets in order for them to be compatible.
• Having a Dashboard rather than being a tab in your email might add to its usability.
• Automated progression through the stages

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

I would rate Mailtrack's overall usability as a ten out of ten. The reasons for this are actually quite simple. For now, only I have been using Mailtrack. However, looking at the rather easy to use characteristics Mailtrack has to offer, I would not hesitate to recommend it to the rest of my colleagues.

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.

I didn't really need to use the customer support but the fact that they proactively make the installation process so easy by providing step by step instructions with videos and everything is kind of pro-active customer support that is needed. Good for them because at the end of the day, it's everyone's dream to use a product that they don't need support for.

They do a great job of explaining the product beforehand so support interaction is not needed as much.

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

There's a free tier. Obviously, there are other things to love, like notifications about your email being read, the fact that if an email hasn't been responded to in some time it gets bumped up. The fact that if other people have Mailtrack you will actually get notified who read your email. But the fact that there is a free tier is HUGE.

HubSpot was almost too freeform, I had a hard time grasping how it could work for me because there was so much that could be changed around. Streak was so easy to figure out without much time invested and I like that it just lives in my Gmail without needing to go to a separate website/login.

Incentivized

• 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

• I'm currently using the free version so my investment was time spent downloading the browser extension. I would say it's worth the investment because I can make more value through each email by finding the right time to send replies or know when is the exact time I should follow up.
• Knowing when an email is read multiple times helps me know the importance of the content in my email.
• The paid version allows Mailtrack to tell you which recipient read the email if there was more than 1.

• It has helped me save time on reaching out to people thinking that they didn't get my first email.
• It had the positive return on investment in the fact that the time I spend using Streak is much less than the time I would spend not using it.
• Streak has taught me the importance and ease of mail merges, since nothing else out there was as seamless to start with.

Incentivized