Copper CRM vs. Zoho Campaigns

If you need to track contract expiration dates of your clients or your prospects that you're trying to sell - Copper is your tool. If you want to track specific products, solutions, vendors, etc. Copper can do it. I use it to track many brands of IT products and services with the use of custom fields to track which prospects/clients have any number of these items. Rather than taking notes, I can select the product from a drop down list that I created VERY EASILY within Copper.

It is well suited in scenarios:

1. Well-defined static list with proper info.
2. Not building email templates from scratch
3. Litmus testing involved
4. Easy to use simple automation journeys involved

Not well-suited scenarios:

1. Complex Customer journeys
2. Dynamic content involved
3. Integration with other products other than the ZOHO suite
4. Testing API limits

Incentivized

• Allows for contacts to be synced and organized directly from Gmail.
• Gives a flexible style and customizable settings to match our company's specific needs.
• Does a great job of helping us keep track of projects. We easily created a customized "Status" field with several status options that help us update the many phases of our project.

Incentivized

• The best thing about this software is its integration with G-suite.
• It's user interface is so easy that any user can learn it quickly. And it is very easy to operate.
• It helps users to engage subscribers via various social media platforms.
• It allows users to compare various email campaigns.

Incentivized

• Window change: for mobile - when you tap on a card from a pipeline it takes you to the lead’s basic info. I wish it would immediately just open all activities so I can quick see notes
• I usually use Copper on the go. When you open the Copper app, it immediately opens a collab window. I wish it had some sort of easy dashboard….plus a notes area. I open Copper on mobile to quickly search for someone’s name or to take quick notes from a sales meeting

• Zoho should start by throwing this tool in the trash and then recreate it from scratch. There are so many flaws I would be here all year trying to list them all. Start by the fact that creating templates is an absolute nightmare. You'll find over and over again that something that should be easily executed can't be done. It is NOT a plug and play program. Everything is trial and error.
• The reporting SUCKS bad. It gives you basics, but if you want any real insights... I have to export all my data into my own spreadsheets to compare results from multiple campaigns.
• Customer service is B.A.D. You'll spend HOURS upon HOURS with a tech support team that knows less than you. The only time anything gets accomplished is when you work with a programmer. BUT, you'll seriously waste 1-2 hours explaining a problem to someone who is only taking notes. You'll get so frustrated when they try to show you how they think it works and you respond with... "I know how this works because I have used it for a year - the problem is that it stopped working the way it always did before. They will argue with you. You will respond accordingly. They will close tickets without resolution. Speaking of tickets, you'll never get one. They say they will take care of it and a week later you will follow-up and no one will have any idea what is going on. You'll start from scratch and be even more frustrated. You will learn to "fix" it on your own or deal with it, broken.
• After two years, I'm still not sure if my emails even make it to an inbox. When asked, you'll be told that you need to write better subject lines. I call bull****. Don't rely on this product to deliver your email. And don't question Zoho, as it will always be your fault.
• You can't use this tool to send to ANY group email addresses. You can't even override the system. I have a lot of clients that use info@xxx.com or sales@xxx.com, etc. and I have to send them personal emails since this will not allow them to be sent. They say it is to protect them from getting blacklisted. I call bull**** again.
• The templates offered by the system are crap - unless you only send holiday emails. Not a large selection of just generic templates. You'll be pulling your hair out trying to use their builder to create your own. In the end, you'll end up sending emails with nothing "pretty" about them.

Incentivized

Because I am a single user organization and the subscription is free for up to 3 users.

Incentivized

Copper is simple to use and it's simple to figure out the additional functionality you may need or want to use. There are a lot of support articles and the support itself is great. But it's also fairly simple to figure out on your own. It integrates easily with Google Workspace as well.

Incentivized

Zoho Campaigns is a powerful email sending tool. Zoho Campaigns is highly user-friendly and intuitive software. Complex email marketing tasks are simplified by Zoho Campaigns. Best part of Zoho Campaigns is that when you upload the email addresses it verifies that emails are valid or not. I have never seen this feature except in Zoho Campaigns.

There have been a few times when I contacted the "help desk" or "support team" and they just told me to watch a video or join a seminar to learn what I am looking to do. I would have expected someone to take a few minutes and literally walk me through the steps one by one until either I figured it out or accomplished the goal of my request.

We selected Copper over these other CRMs mainly because of its ability to integrate with Google Workspace. Members of our team have used Salesforce in the past and found it to be a nightmare to work with/on. Candidly, Copper doesn't fill all of our needs so we supplement that with the use of Asana.

Incentivized

Zoho Campaigns is not for beginners to email marketing, but it’s an excellent choice for those who want to send out a lot of emails with few restrictions and great reporting. It’s a no-brainer if you’re already a Zoho user, as Campaigns is included in Zoho One subscriptions and integrates nicely with other Zoho apps.

Incentivized

• Copper has simplified our CRM and makes it easy for the sales team to keep track of leads and opportunities.
• Copper has allowed us to save money as it is a fairly competitively priced platform.
• Copper has simplified our workflow, allowing us to work more efficiently and save time from tedious data entry.

Incentivized

• It allows us to communicate with all our customers or lists together or individually, and to track how successful our campaigns are.
• Customer Service is a target area of why we use Zoho Campaigns, and it meets our needs greatly.
• To date we have not really measured the ROI or impact that Zoho Campaigns has on our marketing efforts but with this product it certainly has the means to do such.

Incentivized