Salesforce can be overkill depending on your organization's needs and is not as intuitive to use as Copper. Moreover, for us, the integration with the Google Suite makes Copper shine.
Copper CRM does work for me as I am google dependant and the synchronisation is really effective. The others assist in marketing perhaps in an easier manner.
Salesforce is very complicated and I found reports were difficult to come by. Copper's interface is easier to use and I feel if we change staff, it won't be difficult to get them up to speed.
We stayed with Copper for ease of use, Gmail integration for communication records between all team members without the need for constantly adding notes every time we correspond, and customizable features for efficient use for our niche operations.
If you're using any of the CRMs I've listed above - you're wasting time, money, and resources. I know for a fact, because I have worked with and maintained databases in each of those and Copper is so far superior it is ridiculous. So many CRMs pay for clicks, ads, and market …
Copper integrates directly with Google Workspace, making data collection painless. Compared to HubSpot, where you have to manually add data fields for company name, email addresses, first and last names, and telephone numbers.
The interface looks nicer. I did not use Salesforce or HubSpot much in my day-to-day in previous jobs. I had to access it occasionally to review client emails.
Copper is just better implemented and user-centric. HubSpot kind of feels like old Windows versus new Mac. Insightly was good, but the Gmail integration and features lagged a little.
Very good in terms of price but it does need to incorporate more of the basic features which these companies offer as standard. The reporting needs improvement, things like creating lists on clients is quite difficult compared to HubSpot. You should be able to create lists …
Asana was a great task management software, but lacked the CRM tool we needed. Copper provides us all of the tools we need in one software, rather than two or three.
Zoho is a bit more powerful with more functionality, but it takes a lot more technical knowledge to implement the CRM as one might desire. It also doesn't have the same native integrations we needed so it didn't make sense to choose the platform. It's also an entire ecosystem …
This Copper is much more user-friendly and a little bit more up to date, although I haven't been on the Insightly website for a while, so for all I know, they have made themselves more competitive.
Copper is less confusing for me! It doesn't have anything flashy, it just has a great way to manage my leads and remind me of things I need to do when I need it most.
I find Sales Force to be way more complex than my needs. Sales Force is difficult to configure, It is expensive, and not user friendly. I currently use both products daily.
Unlike Copper, I find Hubspot not as intuitive when it comes to their dashboard and customization. Copper offers much better value without having to pay for multiple add-on modules.
We outgrew pipedrive and moved into Copper. After about a few years our sales teams grew and we needed a global slution for all teams across the globe, hence, moved into Hubspot.
For small businesses and businesses that use Google Workspace, Copper is a great solution. It integrates well with Google, boosts features and capabilities of email, and provides an easy to use CRM system. It's also cost effective. For larger organizations, a more powerful tool is recommended that is more customizable. Might not work well outside of google either.
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.
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
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.
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.
If you're using any of the CRMs I've listed above - you're wasting time, money, and resources. I know for a fact, because I have worked with and maintained databases in each of those and Copper is so far superior it is ridiculous. So many CRMs pay for clicks, ads, and market share but Copper doesn't seem to. I am so thankful that I found Copper years ago and have used it ever since