What users are saying about
38 Ratings
33 Ratings
38 Ratings
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Score 8.4 out of 100
33 Ratings
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Score 6.9 out of 100

Likelihood to Recommend

Copper

Copper is the perfect CRM for businesses and organizations that use G-Suite. It integrates seamlessly with Google products and makes data entry a thing of the past. With a simple click, you can import leads from your Gmail conversations or import a prebuilt list in a matter of minutes. Copper is truly customizable and is very easy to make the CRM work for you. It is very easy to create custom fields, manage leads, people and opportunities, and run reports on user activity, pipelines, and more. I think Copper is less appropriate for organizations that may need very complex CRM environments and do not leverage Gmail or G-suite products. Copper is the CRM for Google users.
Erik Viager | 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

Feature Rating Comparison

Sales Force Automation

Copper
7.8
Ontraport
Customer data management / contact management
Copper
8.3
Ontraport
Workflow management
Copper
7.2
Ontraport
Territory management
Copper
8.0
Ontraport
Opportunity management
Copper
8.6
Ontraport
Integration with email client (e.g., Outlook or Gmail)
Copper
8.0
Ontraport
Contract management
Copper
7.9
Ontraport
Quote & order management
Copper
6.3
Ontraport
Interaction tracking
Copper
7.9
Ontraport
Channel / partner relationship management
Copper
7.9
Ontraport

Customer Service & Support

Copper
8.1
Ontraport
Case management
Copper
7.9
Ontraport
Call center management
Copper
8.0
Ontraport
Help desk management
Copper
8.3
Ontraport

Marketing Automation

Copper
8.3
Ontraport
Lead management
Copper
8.3
Ontraport
Email marketing
Copper
8.4
Ontraport

CRM Project Management

Copper
7.9
Ontraport
Task management
Copper
8.1
Ontraport
Billing and invoicing management
Copper
8.0
Ontraport
Reporting
Copper
7.5
Ontraport

CRM Reporting & Analytics

Copper
7.1
Ontraport
Forecasting
Copper
7.1
Ontraport
Pipeline visualization
Copper
8.4
Ontraport
Customizable reports
Copper
5.8
Ontraport

Customization

Copper
7.4
Ontraport
Custom fields
Copper
8.3
Ontraport
Custom objects
Copper
8.1
Ontraport
Scripting environment
Copper
8.0
Ontraport
API for custom integration
Copper
5.3
Ontraport

Security

Copper
8.3
Ontraport
Single sign-on capability
Copper
8.4
Ontraport
Role-based user permissions
Copper
8.2
Ontraport

Social CRM

Copper
7.7
Ontraport
Social data
Copper
6.5
Ontraport
Social engagement
Copper
9.0
Ontraport

Integrations with 3rd-party Software

Copper
7.7
Ontraport
Marketing automation
Copper
7.7
Ontraport

Platform

Copper
8.1
Ontraport
Mobile access
Copper
8.1
Ontraport

Email & Online Marketing

Copper
Ontraport
8.2
WYSIWYG email editor
Copper
Ontraport
8.6
Dynamic content
Copper
Ontraport
9.3
Ability to test dynamic content
Copper
Ontraport
8.3
Landing pages
Copper
Ontraport
7.4
A/B testing
Copper
Ontraport
9.1
Mobile optimization
Copper
Ontraport
8.2
Email deliverability reporting
Copper
Ontraport
6.5
List management
Copper
Ontraport
6.6
Triggered drip sequences
Copper
Ontraport
9.7

Lead Management

Copper
Ontraport
6.5
Lead nurturing
Copper
Ontraport
8.1
Lead scoring and grading
Copper
Ontraport
5.2
Data quality management
Copper
Ontraport
5.8
Automated sales alerts and tasks
Copper
Ontraport
6.7

Campaign Management

Copper
Ontraport
7.6
Calendaring
Copper
Ontraport
6.2
Event/webinar marketing
Copper
Ontraport
8.9

Social Media Marketing

Copper
Ontraport
7.1
Social sharing and campaigns
Copper
Ontraport
7.1
Social profile integration
Copper
Ontraport
7.2

Reporting & Analytics

Copper
Ontraport
8.2
Dashboards
Copper
Ontraport
8.8
Standard reports
Copper
Ontraport
6.3
Custom reports
Copper
Ontraport
9.7

Platform & Infrastructure

Copper
Ontraport
7.8
API
Copper
Ontraport
6.4
Role-based workflow & approvals
Copper
Ontraport
8.9
Customizability
Copper
Ontraport
9.7
Integration with Salesforce.com
Copper
Ontraport
7.3
Integration with Microsoft Dynamics CRM
Copper
Ontraport
7.3
Integration with SugarCRM
Copper
Ontraport
7.3

Pros

Copper

  • ProsperWorks UI and integration with Gmail is just unmatched. It's beautiful, easy, straight forward, and a delight to use.
  • Their kanban flow for deals is awesome, and the ability to link any deal/company/person/document/calendar event with just about any other one makes drawing connections between things really simple.
  • Their reporting for activity is awesome. I used this for a period of 7 months to manage a collections team and it was invaluable to watch daily call volumes, and pull live reports to show the team at the end of the day.
Scott Entwistle | 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

  • I have zero visibility into any of my feature requests. I submit them frequently to my customer success person and I don't know whether they are being worked on or will ever be worked on. I'd like to see some kind of roadmap.
  • The Google Sheets add on is a nice tool but it's frustrating having to continually refresh it, I wish it would just refresh daily by itself.
  • The analytics and forecasting is not very robust, it needs a lot of number fudging on the Google Sheets add-on to give you actionable results.
Anonymous | 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

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 7.9
Based on 2 answers
Any more today, I think CRM's come in at a dime a dozen. There are so many options to choose from today that it can make getting sucked in to a pretty UI rather easy. Don't be fooled since Copper is truly a Google-based CRM and we absolutely love the integrations it provides and ease of use. People just use it
Kelly Wasden | 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 4 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 7.0
Based on 4 answers
Overall the support for ProsperWorks CRM is OK. When I get hold of my reps they are pretty knowledgeable and usually solve my problems. When I first started using the software they were a lot harder to get hold of so this has improved. My biggest complaint though is that my feature requests seem to go into a black hole, I never hear the status of them and I have no idea if they have even been passed on.
Anonymous | TrustRadius Reviewer

Ontraport

Ontraport 9.0
Based on 3 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 2 answers
If you know your business, ONTRAPORT is easy
Chad Root | TrustRadius Reviewer

Alternatives Considered

Copper

I selected Copper because of its interface with all things Google, specifically the sync feature for calendar and capture of email correspondence. It made sense to use Copper because our corporate communications is built on the Google platform. Bloomerang is an excellent tool for tracking donor contributions, but not as facile as a CRM. I didn't work extensively in Zoho or Salesforce.
Jay Werth | 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

  • Being a paid user with many Copper team members, we have definitely reaped the benefit of reports by pipeline, along with financial projections, and determining ROI of paid media channels with opportunity lead sources.
  • Copper has also allowed us to have effective sales meetings where our team members go through their pipelines and collaborate together on opportunities and share learning points that help the rest of the sales team avoid similar mistakes.
Sam Lepak | 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

Screenshots

Pricing Details

Copper

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Copper Editions & Modules

Additional Pricing Details

Ontraport

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No

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$991
Additional user$472
100,000 extra messages$993
First-class postcards$13
  1. Other
  2. Per User per Month
  3. Other
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."

Rating Summary

Likelihood to Recommend

Copper
8.4
Ontraport
6.4

Likelihood to Renew

Copper
Ontraport
9.1

Usability

Copper
7.9
Ontraport
7.8

Performance

Copper
Ontraport
7.7

Support Rating

Copper
7.0
Ontraport
9.0

In-Person Training

Copper
Ontraport
9.1

Implementation Rating

Copper
Ontraport
9.1

Scalability

Copper
Ontraport
8.2

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