57 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>Score 6 out of 100
Based on 57 reviews and ratings
37 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>Score 7.7 out of 100
Based on 37 reviews and ratings
Feature Set Ratings
Sales Force Automation

4.6
Copper
46%

Ontraport
Feature Set Not Supported
N/A
Copper ranks higher in 9/9 features
Copper ranks higher in 9/9 features
Customer data management / contact management

6.0
60%
18 Ratings

N/A
0 Ratings
Workflow management

3.3
33%
17 Ratings

N/A
0 Ratings
Territory management

5.0
50%
4 Ratings

N/A
0 Ratings
Opportunity management

5.6
56%
17 Ratings

N/A
0 Ratings
Integration with email client (e.g., Outlook or Gmail)

8.3
83%
18 Ratings

N/A
0 Ratings
Contract management

5.9
59%
9 Ratings

N/A
0 Ratings
Quote & order management

2.0
20%
7 Ratings

N/A
0 Ratings
Interaction tracking

4.5
45%
17 Ratings

N/A
0 Ratings
Channel / partner relationship management

1.1
11%
7 Ratings

N/A
0 Ratings
Customer Service & Support

3.6
Copper
36%

Ontraport
Feature Set Not Supported
N/A
Copper ranks higher in 3/3 features
Copper ranks higher in 3/3 features
Case management

2.9
29%
9 Ratings

N/A
0 Ratings
Call center management

3.3
33%
5 Ratings

N/A
0 Ratings
Help desk management

4.4
44%
7 Ratings

N/A
0 Ratings
Marketing Automation

2.9
Copper
29%

Ontraport
Feature Set Not Supported
N/A
Copper ranks higher in 2/2 features
Copper ranks higher in 2/2 features
Lead management

4.4
44%
15 Ratings

N/A
0 Ratings
Email marketing

1.4
14%
9 Ratings

N/A
0 Ratings
CRM Project Management

3.8
Copper
38%

Ontraport
Feature Set Not Supported
N/A
Copper ranks higher in 3/3 features
Copper ranks higher in 3/3 features
Task management

4.7
47%
18 Ratings

N/A
0 Ratings
Billing and invoicing management

1.7
17%
5 Ratings

N/A
0 Ratings
Reporting

5.0
50%
16 Ratings

N/A
0 Ratings
CRM Reporting & Analytics

6.3
Copper
63%

Ontraport
Feature Set Not Supported
N/A
Copper ranks higher in 3/3 features
Copper ranks higher in 3/3 features
Forecasting

5.6
56%
15 Ratings

N/A
0 Ratings
Pipeline visualization

6.9
69%
17 Ratings

N/A
0 Ratings
Customizable reports

6.4
64%
15 Ratings

N/A
0 Ratings
Customization

5.1
Copper
51%

Ontraport
Feature Set Not Supported
N/A
Copper ranks higher in 4/4 features
Copper ranks higher in 4/4 features
Custom fields

8.0
80%
18 Ratings

N/A
0 Ratings
Custom objects

4.9
49%
12 Ratings

N/A
0 Ratings
Scripting environment

4.1
41%
3 Ratings

N/A
0 Ratings
API for custom integration

3.5
35%
8 Ratings

N/A
0 Ratings
Security

8.4
Copper
84%

Ontraport
Feature Set Not Supported
N/A
Copper ranks higher in 2/2 features
Copper ranks higher in 2/2 features
Single sign-on capability

8.9
89%
12 Ratings

N/A
0 Ratings
Role-based user permissions

8.0
80%
12 Ratings

N/A
0 Ratings
Social CRM

2.1
Copper
21%

Ontraport
Feature Set Not Supported
N/A
Copper ranks higher in 2/2 features
Copper ranks higher in 2/2 features
Social data

2.2
22%
12 Ratings

N/A
0 Ratings
Social engagement

2.0
20%
7 Ratings

N/A
0 Ratings
Integrations with 3rd-party Software

2.0
Copper
20%

Ontraport
Feature Set Not Supported
N/A
Copper ranks higher in 2/2 features
Copper ranks higher in 2/2 features
Marketing automation

3.0
30%
12 Ratings

N/A
0 Ratings
Compensation management

1.0
10%
1 Rating

N/A
0 Ratings
Platform

7.2
Copper
72%

Ontraport
Feature Set Not Supported
N/A
Copper ranks higher in 1/1 features
Copper ranks higher in 1/1 features
Mobile access

7.2
72%
16 Ratings

N/A
0 Ratings
Email & Online Marketing

Copper
Feature Set Not Supported
N/A

7.8
Ontraport
78%
Ontraport ranks higher in 9/9 features
Ontraport ranks higher in 9/9 features
WYSIWYG email editor

N/A
0 Ratings

8.3
83%
16 Ratings
Dynamic content

N/A
0 Ratings

10.0
100%
13 Ratings
Ability to test dynamic content

N/A
0 Ratings

8.3
83%
7 Ratings
Landing pages

N/A
0 Ratings

7.9
79%
15 Ratings
A/B testing

N/A
0 Ratings

9.9
99%
12 Ratings
Mobile optimization

N/A
0 Ratings

8.4
84%
10 Ratings
Email deliverability reporting

N/A
0 Ratings

4.7
47%
29 Ratings
List management

N/A
0 Ratings

3.3
33%
15 Ratings
Triggered drip sequences

N/A
0 Ratings

9.8
98%
13 Ratings
Lead Management

Copper
Feature Set Not Supported
N/A

4.4
Ontraport
44%
Ontraport ranks higher in 4/4 features
Ontraport ranks higher in 4/4 features
Lead nurturing

N/A
0 Ratings

7.1
71%
15 Ratings
Lead scoring and grading

N/A
0 Ratings

2.6
26%
13 Ratings
Data quality management

N/A
0 Ratings

2.8
28%
14 Ratings
Automated sales alerts and tasks

N/A
0 Ratings

5.2
52%
15 Ratings
Campaign Management

Copper
Feature Set Not Supported
N/A

7.7
Ontraport
77%
Ontraport ranks higher in 2/2 features
Ontraport ranks higher in 2/2 features
Calendaring

N/A
0 Ratings

6.2
62%
5 Ratings
Event/webinar marketing

N/A
0 Ratings

9.3
93%
8 Ratings
Social Media Marketing

Copper
Feature Set Not Supported
N/A

7.1
Ontraport
71%
Ontraport ranks higher in 2/2 features
Ontraport ranks higher in 2/2 features
Social sharing and campaigns

N/A
0 Ratings

7.1
71%
3 Ratings
Social profile integration

N/A
0 Ratings

7.2
72%
4 Ratings
Reporting & Analytics

Copper
Feature Set Not Supported
N/A

7.4
Ontraport
74%
Ontraport ranks higher in 3/3 features
Ontraport ranks higher in 3/3 features
Dashboards

N/A
0 Ratings

9.0
90%
14 Ratings
Standard reports

N/A
0 Ratings

3.3
33%
11 Ratings
Custom reports

N/A
0 Ratings

10.0
100%
9 Ratings
Platform & Infrastructure

Copper
Feature Set Not Supported
N/A

7.3
Ontraport
73%
Ontraport ranks higher in 6/6 features
Ontraport ranks higher in 6/6 features
API

N/A
0 Ratings

3.3
33%
11 Ratings
Role-based workflow & approvals

N/A
0 Ratings

9.0
90%
9 Ratings
Customizability

N/A
0 Ratings

10.0
100%
12 Ratings
Integration with Salesforce.com

N/A
0 Ratings

7.3
73%
1 Rating
Integration with Microsoft Dynamics CRM

N/A
0 Ratings

7.3
73%
1 Rating
Integration with SugarCRM

N/A
0 Ratings

7.3
73%
1 Rating
Attribute Ratings
- Ontraport is rated higher in 3 areas: Likelihood to Recommend, Usability, Support Rating
Likelihood to Recommend

3.0
Copper
30%
19 Ratings

3.3
Ontraport
33%
19 Ratings
Likelihood to Renew

Copper
N/A
0 Ratings

9.1
Ontraport
91%
8 Ratings
Usability

4.7
Copper
47%
10 Ratings

7.8
Ontraport
78%
3 Ratings
Performance

Copper
N/A
0 Ratings

7.7
Ontraport
77%
8 Ratings
Support Rating

2.8
Copper
28%
12 Ratings

9.0
Ontraport
90%
6 Ratings
In-Person Training

Copper
N/A
0 Ratings

9.1
Ontraport
91%
1 Rating
Implementation Rating

Copper
N/A
0 Ratings

9.1
Ontraport
91%
4 Ratings
Product Scalability

Copper
N/A
0 Ratings

8.2
Ontraport
82%
1 Rating
Likelihood to Recommend
Copper
It is very easy to use to enter client information and opportunities, as well as follow-up tasks. I use the program every day to set myself up with a client follow-up list on a specific day each week when I either call a client, follow up on an opportunity, or simply schedule a service for them.
Director of Sales
Invert EnvironmentalEnvironmental Services, 1-10 employees
Ontraport
Starting a business you have enough stuff to deal with. Ontraport takes the headache out of the tech side. Everything works together and you don't ever get left alone to figure things out. I would beg any new business to invest in Ontraport. Or if you want to grow and scale an existing business it would be great. I think it more for service-based business.
Founder
Kirkland Media GroupMarketing and Advertising, 1-10 employees
Pros
Copper
- I think the Opportunities Pipeline is probably the best feature of the CRM. The versatility of it allows for pipelines to be made for not only sales but myriad of other ways.
- Copper's commitment to customer satisfaction is pretty spectacular. Many CRMs aren't as dedicated to this and provide their customers with simple how to articles that fall short of being an actual help.
- Copper's ability to sync with Google is an undersold perk. If a company relies on the Google workspace, Copper is an amazing tool to work alongside with Google.

Verified User
Employee in Other
Financial Services Company, 51-200 employeesOntraport
- User segmentation for specific messaging is key for us because it helps drive our new client conversions and existing client repurchasing.
- ONTRAPORT plays nice with our scheduling software and WordPress so we can implement new material without hassle.
- Campaigns and automation is simple to set up and monitor which helps us use more of their tools instead of paying for complex features we'll never use.
Chief Media Buyer
10xResponseInformation Technology and Services, 51-200 employees
Cons
Copper
- Copper automatically pulls leads' social information and picture. Sometimes this information is not accurate.
- We did not have a successful integration with RingCentral (web phone and meeting app) but this isn't a huge drawback.
- I am pleased using Copper and can't think of any other cons since implementation.
Manager, Business Development
Manifest LLCMarketing and Advertising, 51-200 employees
Ontraport
- Integrations. Basically, all integrations are done using Zapier. This is a huge time suck. In other programs like ActiveCampaign, you have WordPress plugins to import your data from Gravity Forms. It takes 2 minutes to set up. With Zapier, even a simple integration takes a minimum of 30 minutes to setup and test to the point where you trust it.
- Documentation: there is a lot of documentation, but a lot of it is confusing with not enough examples to make something clear.
- Templates: other programs like Drip focus on more templates for campaigns. While there are a few here, there's really not a ton and they don't seem carefully curated.
- Learning curve: it took a really long time to get it set up for our business. I appreciated the onboarding sessions, which definitely helped a lot, but it could have been simpler.
- Version 5: last year ONTRAPORT launched their newest version of their software. I can see that it's a foundation that they will be able to build a lot on, but it's not fleshed out yet. Like a fresh foundation and a good building, but not a lot of paint or polish yet.
- Sales funnels: managing people through a sales funnel just happens through a custom field that you set up. There's no predetermined "section" for something that a lot of sales teams would want. It makes it easy to not know what's going to happen with your automation when you send someone to a new part of the sales funnel (ie. you move someone to the next part of the sales funnel, it triggers an automation, maybe you weren't aware of that). It would be great if it gave you a quick summary of some of the automation you're about to send when you take actions.
- Intimidation: enough said. It just feels intimidating to set this stuff up. This may be true for all the other automation programs too though.
Web & Sales Consultant
One Yellow TreeMarketing and Advertising, 1-10 employees
Pricing Details
Copper
General
Free Trial
Yes
Free/Freemium Version
—Premium Consulting/Integration Services
—Entry-level set up fee?
No
Starting Price
$25 per month per user
Copper Editions & Modules
Edition
Basic | $25.001 |
---|---|
Professional | $59.001 |
Business | $119.001 |
- per month per user
Additional Pricing Details
—Ontraport
General
Free Trial
Yes
Free/Freemium Version
—Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No
Starting Price
$29 per month
Ontraport Editions & Modules
Edition
Pro | $2971 |
---|---|
Basic | $792 |
Plus | $1473 |
Enterprise | $4974 |
- per month (3 Users -- up to 10,000 Contacts)
- per month (1 User -- up to 1,000 contacts)
- per month (2 Users -- up to 2,500 Contacts)
- per month (5 Users -- up to 20,000 Contacts
Modules
100,000 extra contacts | $99 |
---|---|
Additional user | $47 |
100,000 extra messages | $99 |
First-class postcards | $1 |
- none
Additional Pricing Details
Packages are priced on a month to month contract where you can cancel your account at any time. Clients may opt-in for an annual contract, where they pay for 10 months up front and the last two are "free."Likelihood to Renew
Copper
No score
No answers yet
No answers on this topic
Ontraport
Ontraport 9.1
Based on 8 answers
My client was already using Ontraport and had a decent investment in the tool. As soon as we turn around the revenue situation with my client's products, we will be ditching OAP immediately, despite the significant re-implementation cost we are going to face moving to a new system. I am part of a high-end, professional marketing group, and the overwhelming sentiment with these other professionals is that one should run away from this as fast as humanly possible. I thought their words were just ungrounded opinion, and I deeply regret that I did not heed them more closely before sinking still more time and effort into OAP.

Verified User
Manager in Marketing
Education Management Company, 1-10 employeesUsability
Copper
Copper 4.7
Based on 10 answers
I would rate Copper overall usability as a 10. It is easy to use. I am not extremely computer friendly so I needed to find something that would fit what I can do. Copper definitely fit the bill. I would highly recommend it to anyone of any level of computer knowledge.
President
Golf Advisory CouncilSports, 1-10 employees
Ontraport
Ontraport 7.8
Based on 3 answers
The software is just easy to use. The UI is fairly intuitive. The help system is pretty good. I find it is pretty quick to get my work completed and if I don't document my things well, I can always figure out how I did something when I need to make changes.When I have a problem the tech support is easy to deal with and when things need to get escalated they are resolved quickly.
Sales Manager
Hague Quality Water of Los Osos, CAConsumer Goods, 1-10 employees
Performance
Copper
No score
No answers yet
No answers on this topic
Ontraport
Ontraport 7.7
Based on 8 answers
Most of the time OP runs fine. But I've had to submit more support tickets this year do to messages, seq.'s or rules not running correctly. Also experienced slow response times moving in and around OP.
Business Partner
The Life Coach SchoolEducation Management, 1-10 employees
Support Rating
Copper
Copper 2.8
Based on 12 answers
It has been so far so good, they have been quick to respond to queries, and do follow up as well. But then again this is a work in progress and I guess they would not have a solution to every problem every posed to them right away. Hence I will refrain from making any judgments.
Manager, Sales Readiness
NytroComputer Software, 51-200 employees
Ontraport
Ontraport 9.0
Based on 6 answers
The techs are reasonably savvy, highly courteous and want to do right by their customers. Unfortunately, the product they are supporting is so deeply flawed that there's only so much they can do when your legitimate business requirements are simply not supported.

Verified User
Manager in Marketing
Education Management Company, 1-10 employeesIn-Person Training
Copper
No score
No answers yet
No answers on this topic
Ontraport
Ontraport 9.1
Based on 1 answer
I went to their Ontrapalooza event, and it opened my mind as to how the software can be used.
Director of SEM
National PositionsMarketing and Advertising, 501-1000 employees
Implementation Rating
Copper
No score
No answers yet
No answers on this topic
Ontraport
Ontraport 9.1
Based on 4 answers
If you know your business, ONTRAPORT is easy
President
Spearhead Sales & MarketingMarketing and Advertising, 1-10 employees
Alternatives Considered
Copper
ProsperWorks is just an amazing lightweight CRM. Unless you're a large organization that needs to build out crazy custom reporting and tools that integrate into your CRM, Prosperworks is the best bet. Instead of being an IT project that you need to get a bunch of other people involved in, it just works and allows the very basic job of managing customer relationships to be done effectively. Salesforce is too bloated for a small organization, and while HubSpot is pretty decent it just doesn't match the Gmail integration and usability of Prosperworks.
Founder
Predictable HireHuman Resources, 1-10 employees
Ontraport
Ontraport is capable of more than MailChimp and AWeber, both of which I would consider beginner systems. It is also easier to use and understand initially than Infusionsoft, and takes less time to get off the ground when you make the change. It is capable of very complex tasks but the user interface is simple and the tasks are easy to construct. It takes away my worry and pain, that reason alone is enough to recommend them!
Director Of Operations
Clients In Abundance International Business AcademyMarketing and Advertising, 1-10 employees
Scalability
Copper
No score
No answers yet
No answers on this topic
Ontraport
Ontraport 8.2
Based on 1 answer
With the new lower priced options, it's now easier for newer businesses to start with a more basic version and upgrade as they need more features.
The Ontraport Expert for Rapid Growth Solopreneurs
Connect With Your ClientMarketing and Advertising, 1-10 employees
Return on Investment
Copper
- Speed to call leads has increased for us over 32%.
- Opportunities have not fallen through the cracks with collaboration efforts from CS and Sales.
- Saves us time inputting information into just Copper vs. multiple clicks and crappy integrations with other CRMs.
Sr. Account Executive
MotivosityHuman Resources, 11-50 employees
Ontraport
- We can save costs on excessive mailings as we are more targeted in our efforts and wasting less communication.
- We have been able to more effectively target relevant donors that have given more recently.
- ONTRAPORT has consolidated the tracking software that we have used for contact information.
WMU Graduate Ambassador
Western Michigan UniversityNon-Profit Organization Management, 1-10 employees