Copper vs YetiForce CRM

Likelihood to Recommend

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.

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Erik Viager

Manager, Business Development

Manifest LLCMarketing and Advertising, 51-200 employees

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YetiForceCRM is warmly recommended for any enterprise with the need for a solid, reliable CRM system without the typical high costs attached. It is not suitable for companies without a strong IT support due to its server requirements and lack of documentation that requires experimentation to some extent. A cloud-based system would be more suitable in this scenario.

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Michael Brennan

Founder

NoradaneMarketing and Advertising, 11-50 employees

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Feature Rating Comparison

Copper

YetiForce CRM

Customer data management / contact management

Workflow management

Territory management

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Contract management

Quote & order management

Interaction tracking

Channel / partner relationship management

Copper

YetiForce CRM

Case management

Call center management

Help desk management

Copper

YetiForce CRM

Lead management

Email marketing

Copper

Marketing automation

Copper

YetiForce CRM

Mobile access

Pros

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.

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Scott Entwistle

Founder

Predictable HireHuman Resources, 1-10 employees

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Detailed customization
Stability and speed
Customer support

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Michael Brennan

Founder

NoradaneMarketing and Advertising, 11-50 employees

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Cons

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.

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Verified User

Manager in Sales

Education Management Company, 11-50 employees

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Lack of documentation
No auto updates
Server requirements

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Michael Brennan

Founder

NoradaneMarketing and Advertising, 11-50 employees

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Usability

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

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Kelly Wasden

Sr. Account Executive

MotivosityHuman Resources, 11-50 employees

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No score

No answers yet

No answers on this topic

Support Rating

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.

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Verified User

Manager in Sales

Education Management Company, 11-50 employees

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No score

No answers yet

No answers on this topic

Alternatives Considered

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.

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Jay Werth

Partner / Campaign Manager

Convergent Nonprofit SolutionsNon-profit Organization Management, 11-50 employees

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The two reasons we have decided towards YetiForceCRM were its price (free) and the customization options (almost unlimited). The other CRM systems come with a price tag but still have many features left out. On the other hand, YetiForceCRM gives us the option of custom modules resulting in full control of our data and workflows.

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Michael Brennan

Founder

NoradaneMarketing and Advertising, 11-50 employees

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Return on Investment

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.

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Sam Lepak

Head of Digital Marketing

YachtLifeInternet, 11-50 employees

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Cost savings
More flexibility with the number of users
Improved project management results

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Michael Brennan

Founder

NoradaneMarketing and Advertising, 11-50 employees

View all 1 answers on this topic

Pricing Details

General

Free Trial

—

Free/Freemium Version

—

Premium Consulting/Integration Services

—

Entry-level set up fee?

No

General

YetiForce CRM

Copper

YetiForce CRM

Likelihood to Recommend

Copper

YetiForce CRM

Feature Rating Comparison

Customer data management / contact management

Workflow management

Territory management

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Contract management

Quote & order management

Interaction tracking

Channel / partner relationship management

Case management

Call center management

Help desk management

Lead management

Email marketing

Task management

Billing and invoicing management

Reporting

Forecasting

Pipeline visualization

Customizable reports

Custom fields

Custom objects

Scripting environment

API for custom integration

Single sign-on capability

Role-based user permissions

Social data

Social engagement

Marketing automation

Mobile access

Pros

Copper

YetiForce CRM

Cons

Copper

YetiForce CRM

Usability

Copper

YetiForce CRM

Support Rating

Copper

YetiForce CRM

Alternatives Considered

Copper

YetiForce CRM

Return on Investment

Copper

YetiForce CRM

Screenshots

Copper

YetiForce CRM

Pricing Details

General

Free Trial

Free/Freemium Version

Premium Consulting/Integration Services

Entry-level set up fee?

General

Free Trial

Free/Freemium Version

Premium Consulting/Integration Services

Entry-level set up fee?

Rating Summary

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