Copper vs. Zywave Sales Cloud - Agency Management

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Copper
Score 6.5 out of 10
N/A
Copper is a customer relationship management (CRM) built as an integration into Google Apps.
$25
per month per user
Zywave Sales Cloud - Agency Management
Score 5.0 out of 10
N/A
BrokerageBuilder is an insurance agency management system from Zywave in Milwaukee, suggested to automate office processes and centralize customer data.N/A
Pricing
CopperZywave Sales Cloud - Agency Management
Editions & Modules
Basic - Paid Annually
$25.00
per month per user
Basic - Paid Monthly
$29.00
per month per user
Professional - Paid Annually
$59.00
per month per user
Professional - Paid Monthly
$69.00
per month per user
Business - Paid Annually
$119.00
per month per user
Business - Paid Monthly
$129.00
per month per user
No answers on this topic
Offerings
Pricing Offerings
CopperZywave Sales Cloud - Agency Management
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoYes
Entry-level Setup FeeNo setup feeNo setup fee
Additional DetailsUp to 20% discount for annual pricing.
More Pricing Information
Community Pulse
CopperZywave Sales Cloud - Agency Management
Top Pros
Top Cons
Features
CopperZywave Sales Cloud - Agency Management
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Copper
3.9
19 Ratings
65% below category average
Zywave Sales Cloud - Agency Management
-
Ratings
Customer data management / contact management5.219 Ratings00 Ratings
Workflow management2.118 Ratings00 Ratings
Territory management5.04 Ratings00 Ratings
Opportunity management4.518 Ratings00 Ratings
Integration with email client (e.g., Outlook or Gmail)7.619 Ratings00 Ratings
Contract management5.29 Ratings00 Ratings
Quote & order management2.07 Ratings00 Ratings
Interaction tracking2.118 Ratings00 Ratings
Channel / partner relationship management1.07 Ratings00 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
Zywave Sales Cloud - Agency Management
-
Ratings
Case management1.29 Ratings00 Ratings
Call center management1.55 Ratings00 Ratings
Help desk management1.77 Ratings00 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Copper
2.4
16 Ratings
104% below category average
Zywave Sales Cloud - Agency Management
-
Ratings
Lead management3.416 Ratings00 Ratings
Email marketing1.49 Ratings00 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
Zywave Sales Cloud - Agency Management
-
Ratings
Task management4.619 Ratings00 Ratings
Billing and invoicing management1.75 Ratings00 Ratings
Reporting4.917 Ratings00 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
Zywave Sales Cloud - Agency Management
-
Ratings
Forecasting6.815 Ratings00 Ratings
Pipeline visualization6.418 Ratings00 Ratings
Customizable reports7.016 Ratings00 Ratings
Customization
Comparison of Customization features of Product A and Product B
Copper
5.2
19 Ratings
37% below category average
Zywave Sales Cloud - Agency Management
-
Ratings
Custom fields8.019 Ratings00 Ratings
Custom objects3.412 Ratings00 Ratings
Scripting environment4.13 Ratings00 Ratings
API for custom integration5.49 Ratings00 Ratings
Security
Comparison of Security features of Product A and Product B
Copper
8.4
14 Ratings
1% above category average
Zywave Sales Cloud - Agency Management
-
Ratings
Single sign-on capability8.712 Ratings00 Ratings
Role-based user permissions8.113 Ratings00 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Copper
2.0
12 Ratings
114% below category average
Zywave Sales Cloud - Agency Management
-
Ratings
Social data2.012 Ratings00 Ratings
Social engagement2.07 Ratings00 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
Zywave Sales Cloud - Agency Management
-
Ratings
Marketing automation3.412 Ratings00 Ratings
Compensation management1.01 Ratings00 Ratings
Platform
Comparison of Platform features of Product A and Product B
Copper
7.9
17 Ratings
5% above category average
Zywave Sales Cloud - Agency Management
-
Ratings
Mobile access7.917 Ratings00 Ratings
Best Alternatives
CopperZywave Sales Cloud - Agency Management
Small Businesses
Salesmate
Salesmate
Score 9.8 out of 10

No answers on this topic

Medium-sized Companies
Creatio
Creatio
Score 9.1 out of 10

No answers on this topic

Enterprises
Creatio
Creatio
Score 9.1 out of 10

No answers on this topic

All AlternativesView all alternativesView all alternatives
User Ratings
CopperZywave Sales Cloud - Agency Management
Likelihood to Recommend
1.9
(20 ratings)
5.0
(2 ratings)
Usability
3.8
(11 ratings)
-
(0 ratings)
Support Rating
1.9
(11 ratings)
10.0
(1 ratings)
User Testimonials
CopperZywave Sales Cloud - Agency Management
Likelihood to Recommend
Copper (formerly ProsperWorks)
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
Zywave
prospects easy to find; however not all current information is listed. The process for importing prospect lists into the agency management system could be streamlined.
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Pros
Copper (formerly ProsperWorks)
  • 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
Zywave
  • It's very flexible. You can add custom fields easily and create/update workflows and activities quickly.
  • The layout is easy on the eye. The dashboard is laid out well and helps you stay on track with renewals and activities.
  • Emails attached to an activity are easily viewed and housed within the activity on a separate tab.
  • Adding and reviewing policy info is simple. The tabs make it helpful to find and view info quickly.
Read full review
Cons
Copper (formerly ProsperWorks)
  • 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.
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Zywave
  • Training for new employees and follow up for all employees.
  • Importing into agency management system is several steps.
  • Not all information on prospects is given, although most have adequate information.
Read full review
Usability
Copper (formerly ProsperWorks)
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.
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Zywave
No answers on this topic
Support Rating
Copper (formerly ProsperWorks)
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.
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Zywave
The Zywave Customer Support team is phenomenal! Never any complaints. They resolve things quickly. You can call and talk with a real person, submit a chat question, or email them. Their training videos are good—short and sweet. We still use multiple Zywave products in our Benefits, Commercial Lines, and Marketing departments. They are a great company to work with. The implementation/onboarding for all products has been amazing! Training for products has always surpassed the training we received from other vendor partners.
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Alternatives Considered
Copper (formerly ProsperWorks)
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
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Zywave
We moved from BrokerageBuilder (BKB) to Epic in June 2019. Epic pros over BKB: You can use Epic for CL, PL, Bonds, and Benefits—one system for your whole agency has a lot of advantages. In Epic, you can drag and drop emails and documents to clients, policies, and activities. Epic has an auto-save feature. Reporting in Epic is better. Epic cons compared to BKB: The design aesthetic of Epic is not as nice as BKB. Navigating Epic is clunky—everything is in multiple layers. Epic is less flexible for custom fields. Epic is designed for CL/PL, so it's not ideal for a Benefits user, although they are improving/investing in the benefits side. BKB is just better for a Benefits user.
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Return on Investment
Copper (formerly ProsperWorks)
  • 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
Zywave
  • Sales team reluctant to use.
  • Initial training was fine but could use some follow-ups.
  • ROI has not been measurable.
Read full review
ScreenShots

Zywave Sales Cloud - Agency Management Screenshots

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