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 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

YetiForce CRM

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.
Michael Brennan | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

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

Customer Service & Support

Copper
8.1
YetiForce CRM
8.0
Case management
Copper
7.9
YetiForce CRM
8.0
Call center management
Copper
8.0
YetiForce CRM
8.0
Help desk management
Copper
8.3
YetiForce CRM
8.0

Marketing Automation

Copper
8.3
YetiForce CRM
7.5
Lead management
Copper
8.3
YetiForce CRM
8.0
Email marketing
Copper
8.4
YetiForce CRM
7.0

CRM Project Management

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

CRM Reporting & Analytics

Copper
7.1
YetiForce CRM
7.7
Forecasting
Copper
7.1
YetiForce CRM
8.0
Pipeline visualization
Copper
8.4
YetiForce CRM
7.0
Customizable reports
Copper
5.8
YetiForce CRM
8.0

Customization

Copper
7.4
YetiForce CRM
9.0
Custom fields
Copper
8.3
YetiForce CRM
10.0
Custom objects
Copper
8.1
YetiForce CRM
10.0
Scripting environment
Copper
8.0
YetiForce CRM
8.0
API for custom integration
Copper
5.3
YetiForce CRM
8.0

Security

Copper
8.3
YetiForce CRM
7.5
Single sign-on capability
Copper
8.4
YetiForce CRM
7.0
Role-based user permissions
Copper
8.2
YetiForce CRM
8.0

Social CRM

Copper
7.7
YetiForce CRM
8.0
Social data
Copper
6.5
YetiForce CRM
8.0
Social engagement
Copper
9.0
YetiForce CRM

Integrations with 3rd-party Software

Copper
7.7
YetiForce CRM
Marketing automation
Copper
7.7
YetiForce CRM

Platform

Copper
8.1
YetiForce CRM
8.0
Mobile access
Copper
8.1
YetiForce CRM
8.0

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

YetiForce CRM

  • Detailed customization
  • Stability and speed
  • Customer support
Michael Brennan | 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

YetiForce CRM

  • Lack of documentation
  • No auto updates
  • Server requirements
Michael Brennan | 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

YetiForce CRM

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

YetiForce CRM

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

YetiForce CRM

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.
Michael Brennan | 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

YetiForce CRM

  • Cost savings
  • More flexibility with the number of users
  • Improved project management results
Michael Brennan | TrustRadius Reviewer

Screenshots

Pricing Details

Copper

General

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

YetiForce CRM

General

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

Rating Summary

Likelihood to Recommend

Copper
8.3
YetiForce CRM
9.0

Usability

Copper
7.9
YetiForce CRM

Support Rating

Copper
7.0
YetiForce CRM

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