What users are saying about
38 Ratings
1 Ratings
38 Ratings
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Score 8.4 out of 100
1 Ratings
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Score 10 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

Teamleader

It is great for making proposals, sending invoices and for keeping time. It is also a great CRM tool. I love the business card scanner in the app.
Suzanne Glorie | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Copper
7.8
Teamleader
9.0
Customer data management / contact management
Copper
8.3
Teamleader
10.0
Workflow management
Copper
7.2
Teamleader
Territory management
Copper
8.0
Teamleader
Opportunity management
Copper
8.6
Teamleader
Integration with email client (e.g., Outlook or Gmail)
Copper
8.0
Teamleader
10.0
Contract management
Copper
7.9
Teamleader
Quote & order management
Copper
6.3
Teamleader
10.0
Interaction tracking
Copper
7.9
Teamleader
6.0
Channel / partner relationship management
Copper
7.9
Teamleader

Customer Service & Support

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

Marketing Automation

Copper
8.3
Teamleader
Lead management
Copper
8.3
Teamleader
Email marketing
Copper
8.4
Teamleader

CRM Project Management

Copper
7.9
Teamleader
8.0
Task management
Copper
8.1
Teamleader
7.0
Billing and invoicing management
Copper
8.0
Teamleader
9.0
Reporting
Copper
7.5
Teamleader
8.0

CRM Reporting & Analytics

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

Customization

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

Security

Copper
8.3
Teamleader
9.0
Single sign-on capability
Copper
8.4
Teamleader
9.0
Role-based user permissions
Copper
8.2
Teamleader

Social CRM

Copper
7.7
Teamleader
Social data
Copper
6.5
Teamleader
Social engagement
Copper
9.0
Teamleader

Integrations with 3rd-party Software

Copper
7.7
Teamleader
Marketing automation
Copper
7.7
Teamleader

Platform

Copper
8.1
Teamleader
9.0
Mobile access
Copper
8.1
Teamleader
9.0

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

Teamleader

  • Make proposals: It is very easy to create, send, monitor and manage proposals. Once a proposal is accepted you create an invoice with one mouseclick.
  • Integrations: It is very easy to integrate Teamleader with all kinds of solutions like Gmail for storing mails in your projects or in a customer record, Google Calendar for synching appointments, and Mailchimp for managing opt-ins for mailings. These are just a few but there are many more integrations that truly make your life easier.
  • Invoicing: Easy to use invoicing solution. When you create projects it is easy to invoice upon set milestones. You can create product lists and subscriptions so recurring invoicing takes just a second.
  • Mobile app: I always have TeamLeader with me on my phone. I can manage my calendar, register my time, find my contacts and check deals and invoices while I am on the road.
Suzanne Glorie | 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

Teamleader

  • Synching contacts between iPhone and Teamleader could be easier.
  • Integration with Aweber would be great.
Suzanne Glorie | 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

Teamleader

No score
No answers yet
No answers on this topic

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

Teamleader

No score
No answers yet
No answers on this topic

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

Teamleader

Act-On I used for a client. It is more a marketing automation tool than a CRM solution and it is also more suited for bigger organizations.
Suzanne Glorie | 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

Teamleader

  • Positive: invoices are easy to pay thanks to the direct link, invoices are mostly paid timely
  • Positive: it is easy to monitor deals and proposals. When followed up timely, more opportunities become deals.
Suzanne Glorie | 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

Teamleader

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
Required
$29*

* 2 users/month

Teamleader Editions & Modules

Edition
Projects$591
Project Management$591
Support tickets$591
  1. 2 users/month
Additional Pricing Details
extra user is + 12$/user/month

Rating Summary

Likelihood to Recommend

Copper
8.3
Teamleader
10.0

Usability

Copper
7.9
Teamleader

Support Rating

Copper
7.0
Teamleader

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