What users are saying about
57 Ratings
37 Ratings
57 Ratings
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Score 6 out of 100
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

Feature Set Ratings

    Sales Force Automation

    4.6

    Copper

    46%

    Ontraport

    Feature Set Not Supported
    N/A
    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

    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

    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

    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

    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

    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

    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

    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

    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

    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

    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

    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

    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

    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

    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

    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.
    Mark Caliendo | TrustRadius Reviewer

    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.
    Charles Kirkland | TrustRadius Reviewer

    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.
    Anonymous | TrustRadius Reviewer

    Ontraport

    • 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.
    Jeremy Estes | TrustRadius Reviewer

    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.
    Erik Viager | TrustRadius Reviewer

    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.
    Andrew Muller | TrustRadius Reviewer

    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
    1. 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
    1. per month (3 Users -- up to 10,000 Contacts)
    2. per month (1 User -- up to 1,000 contacts)
    3. per month (2 Users -- up to 2,500 Contacts)
    4. 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
    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.
    Anonymous | TrustRadius Reviewer

    Usability

    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.
    Jason Tenzer | TrustRadius Reviewer

    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.
    Eric Foronjy | TrustRadius Reviewer

    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.
    Chris Castillo | TrustRadius Reviewer

    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.
    Ben J. Varghese | TrustRadius Reviewer

    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.
    Anonymous | TrustRadius Reviewer

    In-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.
    David Jaeger | TrustRadius Reviewer

    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
    Chad Root | TrustRadius Reviewer

    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.
    Scott Entwistle | TrustRadius Reviewer

    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!
    Matthew Watts | TrustRadius Reviewer

    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.
    Jen Levitz | TrustRadius Reviewer

    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.
    Kelly Wasden | TrustRadius Reviewer

    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.
    Kalyn Hoffman | TrustRadius Reviewer

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