Copper vs. Workbooks

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Copper
Score 6.2 out of 10
N/A
Copper is a customer relationship management (CRM) built as an integration into Google Apps.
$12
per month per user
Workbooks
Score 4.7 out of 10
N/A
Workbooks offers cloud-based CRM, marketing automation and business applications to the mid-market. Workbooks includes order management and fulfillment, invoicing, and supplier management. Workbooks aims to provide a single 360° view of customers, where the information is accessible anytime, anywhere.
$30
per user/per month
Pricing
CopperWorkbooks
Editions & Modules
Starter - Paid Annually
$9.00
per month per user
Basic - Paid Annually
$23.00
per month per user
Professional - Paid Annually
$59.00
per month per user
Business - Paid Annually
$99.00
per month per user
Workbooks CRM Edition
$30
per user/per month
Workbooks Business Edition
$65
per user/per month
Offerings
Pricing Offerings
CopperWorkbooks
Free Trial
YesYes
Free/Freemium Version
NoYes
Premium Consulting/Integration Services
NoYes
Entry-level Setup FeeNo setup feeOptional
Additional DetailsUp to 15% discount for annual pricing.
More Pricing Information
Features
CopperWorkbooks
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Copper
3.9
19 Ratings
65% below category average
Workbooks
7.7
9 Ratings
0% above category average
Customer data management / contact management5.319 Ratings8.59 Ratings
Workflow management2.118 Ratings8.27 Ratings
Territory management5.04 Ratings7.79 Ratings
Opportunity management4.618 Ratings8.89 Ratings
Integration with email client (e.g., Outlook or Gmail)7.619 Ratings6.49 Ratings
Contract management5.29 Ratings7.29 Ratings
Quote & order management2.07 Ratings7.68 Ratings
Interaction tracking2.118 Ratings6.48 Ratings
Channel / partner relationship management1.07 Ratings8.48 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Copper
1.5
10 Ratings
133% below category average
Workbooks
6.3
8 Ratings
17% below category average
Case management1.29 Ratings6.28 Ratings
Call center management1.55 Ratings6.82 Ratings
Help desk management1.77 Ratings5.88 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Copper
2.4
16 Ratings
104% below category average
Workbooks
7.3
7 Ratings
3% below category average
Lead management3.416 Ratings8.07 Ratings
Email marketing1.49 Ratings6.67 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Copper
3.7
19 Ratings
69% below category average
Workbooks
7.5
9 Ratings
1% below category average
Task management4.619 Ratings7.77 Ratings
Billing and invoicing management1.75 Ratings6.88 Ratings
Reporting4.917 Ratings7.87 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Copper
6.7
18 Ratings
13% below category average
Workbooks
8.6
8 Ratings
12% above category average
Forecasting6.815 Ratings8.28 Ratings
Pipeline visualization6.418 Ratings8.88 Ratings
Customizable reports7.016 Ratings8.88 Ratings
Customization
Comparison of Customization features of Product A and Product B
Copper
5.2
19 Ratings
37% below category average
Workbooks
7.7
8 Ratings
2% above category average
Custom fields8.119 Ratings8.48 Ratings
Custom objects3.412 Ratings7.67 Ratings
Scripting environment4.13 Ratings7.56 Ratings
API for custom integration5.49 Ratings7.57 Ratings
Security
Comparison of Security features of Product A and Product B
Copper
8.4
14 Ratings
1% above category average
Workbooks
7.5
8 Ratings
10% below category average
Single sign-on capability8.712 Ratings7.05 Ratings
Role-based user permissions8.113 Ratings8.07 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Copper
2.0
12 Ratings
114% below category average
Workbooks
6.6
3 Ratings
10% below category average
Social data2.012 Ratings6.03 Ratings
Social engagement2.07 Ratings7.31 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Copper
2.1
12 Ratings
109% below category average
Workbooks
6.9
6 Ratings
3% below category average
Marketing automation3.412 Ratings6.76 Ratings
Compensation management1.01 Ratings7.02 Ratings
Platform
Comparison of Platform features of Product A and Product B
Copper
7.9
17 Ratings
5% above category average
Workbooks
4.2
7 Ratings
57% below category average
Mobile access7.917 Ratings4.27 Ratings
Best Alternatives
CopperWorkbooks
Small Businesses
Salesmate
Salesmate
Score 9.8 out of 10
Salesmate
Salesmate
Score 9.8 out of 10
Medium-sized Companies
Creatio
Creatio
Score 9.2 out of 10
Creatio
Creatio
Score 9.2 out of 10
Enterprises
Creatio
Creatio
Score 9.2 out of 10
Creatio
Creatio
Score 9.2 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
CopperWorkbooks
Likelihood to Recommend
1.9
(20 ratings)
7.0
(18 ratings)
Likelihood to Renew
-
(0 ratings)
8.5
(7 ratings)
Usability
3.8
(11 ratings)
7.3
(1 ratings)
Availability
-
(0 ratings)
9.1
(2 ratings)
Support Rating
1.9
(11 ratings)
8.2
(1 ratings)
Online Training
-
(0 ratings)
6.4
(1 ratings)
User Testimonials
CopperWorkbooks
Likelihood to Recommend
Copper
Copper has helped me extensively keep track of not only my own but my company's workflow. With so many projects and quotes to track, it has become essential to keep me on task and not miss any of our goals. It has been a perfect fit with our specific workflow, but I don't think it has the customizability just yet to be a perfect fit for every company out there.
Read full review
Workbooks Online
It's a really great system for small to medium organizations that are willing to spend some time thinking about how their workflow can be improved by designing processes which will allow them to streamline and automate their business. For people who are not serious about making a commitment to bettering their business, Workbooks may not be a correct fit. For instance there are a lot of features which many people think they don't need, but they haven't really spent the time to figure out what the needs of the business are. The nice thing about Workbooks is that you can turn off things you don't need, and then when the business demands, they will be there for you to utilize.
Read full review
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.
Read full review
Workbooks Online
  • Sales process management from enquiry to delivery of product
  • This was previously on as many as 4 systems using excel and legacy applications such as the written word in log books
  • Automatic reporting for financial compliance: once built, the reporting process reduced the workload on a monthly basis from 2 days to 20 minutes
  • The FD loved it
  • The overall capability of the package enabled the sales force to rapidly pull our pertinent data for a sales call, plus managing time and resources better for increased efficiency
  • Business development and focussed marketing became so much easier, we noted that the process paid for itself many times over
Read full review
Cons
Copper
  • I wish it were easier to create a dashboard to view sales and growth.
  • There are some features I would like to change but can't seem to figure out, so I just deal with not being able to, nothing major though.
  • I would like to see it offer more free links to other services such as Quick Books.
Read full review
Workbooks Online
  • There really isn't all that much, what I would like to see is an app to use on iDevices. Our sales team all have iPads for presentations etc.
  • While Workbooks works rather well with HTML 5, I would still like to see an app. I know it's in the making, but haven't seen anything of this as of yet.
  • I am sure that would increase productivity even further (if it's of the same standard as the main environment).
Read full review
Likelihood to Renew
Copper
No answers on this topic
Workbooks Online
the product works. support has been good or great so far all has been great and we hope to get more from the product. we purchased for an initial year then renewed for a longer term, we have no regrets with this.
Read full review
Usability
Copper
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.
Read full review
Workbooks Online
No answers on this topic
Reliability and Availability
Copper
No answers on this topic
Workbooks Online
Workbooks CRM never let me down.
Read full review
Support Rating
Copper
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.
Read full review
Workbooks Online
No answers on this topic
Online Training
Copper
No answers on this topic
Workbooks Online
Workbooks online trianing does what it needs to; but some training will always be better suited to face to face..
Read full review
Alternatives Considered
Copper
For my company, we chose Copper over Salesforce and HubSpot for a few reasons. First and foremost, G-Suite integration. This was one of the most attractive features we liked about Copper. The integration allows for seamless lead import, automated activity tracking and much more. Second, Copper is designed with the end user in mind. It has to be one of the simplest CRMs I have ever used. Additionally, Copper has fantastic customer success managers who make sure you are getting the most out of the platform. Lastly, Copper has very competitive pricing and offers many features of the big name CRMs at a much more economical price point
Read full review
Workbooks Online
We felt the high amount of customisation available from Workbooks was much more beneficial to us than the offerings from the larger CRM companies. We also liked the smaller company mentality of Workbooks as it reminded us of ourselves. Ultimately the price also paid a factor as Workbooks was more affordable for what we needed.
Read full review
Return on Investment
Copper
  • I used ProsperWorks at a startup with around 100 people that was undergoing a serious sales crisis. ProsperWorks, I would say, was the number one tool to turn around the sales team as it allowed one book of truth and one place where every one could finally be on the same page.
  • It's hard to judge ROI on the joy of using a well designed product. After using SFDC or Hubspot or any other CRM, ProsperWorks will feel like a Ferrari. Everything is fast, everything is smooth, and it's lightweight in a good way.
  • The ROI was excellent based on a productivity stand point. Being able to pull up daily activity reports went a LONG way to ensuring the sales team was hitting their marks, and getting done what they need to get done.
Read full review
Workbooks Online
  • Allows us easy management of leads and clear visibility of opportunities for the sales team
  • User levels allows us to lock down various parts of the system to only allow them to view or edit certain areas
  • Allows us to manage customers in one piece of software and avoid having to use separate software for support, sales and operations
Read full review
ScreenShots

Workbooks Screenshots

Screenshot of Activity ManagementScreenshot of Dashboard for Customer ServiceScreenshot of Dashboard for SalesScreenshot of Marketing CampaignsScreenshot of Organisation RecordScreenshot of Person Record