What users are saying about
38 Ratings
38 Ratings
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Score 8.4 out of 100
8 Ratings
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Score 8.5 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

Technolutions Slate

I am not an end-user but use Slate as an "outsider" since I'm in IT. I use it to verify data coming to and from our SIS PeopleSoft Campus Solutions. That being said, I think it is robust and easy for most to use. It is clearly seen as the "Best in Breed" for CRM/Recruiting/Admissions systems. I am a firm believer in going with such systems. There are strength and power in numbers. Technolutions is rather nimble and responsive with updates and addressing needs.
Michele Thibodeau | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Copper
7.8
Technolutions Slate
7.5
Customer data management / contact management
Copper
8.3
Technolutions Slate
6.6
Workflow management
Copper
7.2
Technolutions Slate
7.4
Territory management
Copper
8.0
Technolutions Slate
9.9
Opportunity management
Copper
8.6
Technolutions Slate
5.7
Integration with email client (e.g., Outlook or Gmail)
Copper
8.0
Technolutions Slate
7.1
Contract management
Copper
7.9
Technolutions Slate
10.0
Quote & order management
Copper
6.3
Technolutions Slate
Interaction tracking
Copper
7.9
Technolutions Slate
5.9
Channel / partner relationship management
Copper
7.9
Technolutions Slate
7.4

Customer Service & Support

Copper
8.1
Technolutions Slate
6.4
Case management
Copper
7.9
Technolutions Slate
6.5
Call center management
Copper
8.0
Technolutions Slate
6.3
Help desk management
Copper
8.3
Technolutions Slate
6.3

Marketing Automation

Copper
8.3
Technolutions Slate
7.4
Lead management
Copper
8.3
Technolutions Slate
7.4
Email marketing
Copper
8.4
Technolutions Slate
7.4

CRM Project Management

Copper
7.9
Technolutions Slate
6.0
Task management
Copper
8.1
Technolutions Slate
6.2
Billing and invoicing management
Copper
8.0
Technolutions Slate
6.1
Reporting
Copper
7.5
Technolutions Slate
5.9

CRM Reporting & Analytics

Copper
7.1
Technolutions Slate
7.8
Forecasting
Copper
7.1
Technolutions Slate
7.9
Pipeline visualization
Copper
8.4
Technolutions Slate
7.6
Customizable reports
Copper
5.8
Technolutions Slate
7.8

Customization

Copper
7.4
Technolutions Slate
7.4
Custom fields
Copper
8.3
Technolutions Slate
8.3
Custom objects
Copper
8.1
Technolutions Slate
8.3
Scripting environment
Copper
8.0
Technolutions Slate
6.1
API for custom integration
Copper
5.3
Technolutions Slate
7.0

Security

Copper
8.3
Technolutions Slate
5.4
Single sign-on capability
Copper
8.4
Technolutions Slate
2.6
Role-based user permissions
Copper
8.2
Technolutions Slate
8.3

Social CRM

Copper
7.7
Technolutions Slate
7.9
Social data
Copper
6.5
Technolutions Slate
7.6
Social engagement
Copper
9.0
Technolutions Slate
8.2

Integrations with 3rd-party Software

Copper
7.7
Technolutions Slate
8.3
Marketing automation
Copper
7.7
Technolutions Slate
6.6
Compensation management
Copper
Technolutions Slate
10.0

Platform

Copper
8.1
Technolutions Slate
7.6
Mobile access
Copper
8.1
Technolutions Slate
7.6

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

Technolutions Slate

  • Allows user to maintain good track of communication that one is having with the customer.
  • Allows the creation of specific queries that we can use to reach students in a more unique way,
  • It is extremely user-friendly!
Anonymous | 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

Technolutions Slate

  • Probably just the aesthetics of layout.
  • The layout and user friendliness of the mobile app.
  • As much as I love their organic marketing strategy, I would love marketing material to share with other schools while I'm on the road. [Youtube demo, clean social media channels, etc]
Iliana Hernandez | 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

Technolutions Slate

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

Technolutions Slate

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

Technolutions Slate

We used Ellucian recruit that is based on Microsoft Dynamics, I must say that Slate is much simpler to use and navigate for everyday user. While Dynamics is very powerful and robust tool it is really hard to navigate and keep track of campaigns and prospects. Slate is simplified version of dynamics and better suited for users who are in higher ed, while dynamics is more for "sales" in enterprise world. Education world is different.
Anonymous | 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

Technolutions Slate

  • Slate has allowed our Admissions Department to use more forecasting tools to plan their strategies.
Michele Thibodeau | TrustRadius Reviewer

Pricing Details

Copper

General

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

Technolutions Slate

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?

Rating Summary

Likelihood to Recommend

Copper
8.3
Technolutions Slate
8.1

Usability

Copper
7.9
Technolutions Slate

Support Rating

Copper
7.0
Technolutions Slate

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