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Copper

Copper

Starting at $25 per month per user
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Overview

What is Copper?

Copper is a customer relationship management (CRM) built as an integration into Google Apps.

Read more
Recent Reviews

TrustRadius Insights

Copper, formerly known as ProsperWorks, offers a range of use cases that help businesses streamline their sales and customer relationship …
Continue reading
Read all reviews

Popular Features

View all 31 features
  • Custom fields (19)
    8.0
    80%
  • Integration with email client (e.g., Outlook or Gmail) (19)
    7.6
    76%
  • Customer data management / contact management (19)
    5.3
    53%
  • Task management (19)
    4.6
    46%
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Pricing

View all pricing

Basic - Paid Annually

$25.00

Cloud
per month per user

Basic - Paid Monthly

$29.00

Cloud
per month per user

Professional - Paid Annually

$59.00

Cloud
per month per user

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttps://www.copper.com/pricing

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Starting price (does not include set up fee)

  • $25 per month per user
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Features

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

3.9
Avg 7.7

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

1.5
Avg 7.5

Marketing Automation

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

2.4
Avg 7.6

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

3.7
Avg 7.6

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

6.7
Avg 7.6

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

5.2
Avg 7.6

Security

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

8.4
Avg 8.3

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

2
Avg 7.3

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

2.1
Avg 7.2

Platform

7.9
Avg 7.5
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Product Details

What is Copper?

Copper is a CRM for businesses that need to manage more leads & grow customer relationships — but don't have time for data entry, repetitive admin tasks, or complicated tools.

Copper integrates with Google Workspace, so it logs emails and other interactions to the right contact automatically. Users can also see sales and relationship essentials from email threads to past interactions, files, and tasks. Copper also reminds the user to reach out to contacts and follow up on deals.

Copper boasts users among 30,000+ businesses in over 110 countries (speaking 7 languages!) in building more valuable, longer-lasting relationships.

Highlights:

Google Workspace integration: Copper works with Gmail, Calendar and Drive so users don't have to switch tabs to add leads, track emails conversations, add files and manage tasks.

Copper Chrome extension: Simplifies contact management by adding new contacts directly from Gmail and Google Calendar.

File retrieval: Files and Google docs sync to Copper contact records automatically to help quickly surface customer files across company and deal records, and attach suggested files in Gmail.

Copper Features

Sales Force Automation Features

  • Supported: Customer data management / contact management
  • Supported: Workflow management
  • Supported: Opportunity management
  • Supported: Integration with email client (e.g., Outlook or Gmail)
  • Supported: Interaction tracking

Marketing Automation Features

  • Supported: Lead management
  • Supported: Email marketing

CRM Project Management Features

  • Supported: Task management
  • Supported: Reporting

CRM Reporting & Analytics Features

  • Supported: Forecasting
  • Supported: Pipeline visualization
  • Supported: Customizable reports

Customization Features

  • Supported: Custom fields
  • Supported: API for custom integration

Security Features

  • Supported: Role-based user permissions

Integrations with 3rd-party Software Features

  • Supported: Marketing automation

Platform Features

  • Supported: Mobile access

Copper Video

Introduction to Copper CRM

Copper Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android

Frequently Asked Questions

Copper is a customer relationship management (CRM) built as an integration into Google Apps.

Copper starts at $25.

HubSpot CRM, Pipedrive, and Salesforce Sales Cloud are common alternatives for Copper.

Reviewers rate Single sign-on capability highest, with a score of 8.7.

The most common users of Copper are from Small Businesses (1-50 employees).
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Comparisons

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Reviews and Ratings

(62)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Copper, formerly known as ProsperWorks, offers a range of use cases that help businesses streamline their sales and customer relationship management processes. Users utilize Copper to track sales opportunities, clients, and prospects, allowing for efficient follow-up and driving business growth. The software's functionality extends beyond managing contacts, as it also serves as a hub for storing documentation related to quotes, waste profiles, manifests, and invoices within each client's account, contributing to organization and efficient business growth. Copper helps maintain client information and calendars for calls and emails, ensuring that important interactions and meetings are not missed. This enables sales and marketing teams to build pipelines, track prospects, and forecast opportunities effectively. Additionally, Copper integrates seamlessly with G-Suite products, simplifying lead generation, activity tracking, and pipeline reporting for Business Development and Sales teams.

Users appreciate the versatility of Copper in various business processes across multiple departments within organizations. Because it serves as a centralized platform for contact management, follow-up tasks can be automated with reminders for timely interactions with prospects. Furthermore, the software's integration with Google G-suite and other tools expands its capabilities and makes it adaptable to different workflows. Copper's robust API also allows users to integrate it with other platforms.

While some users have reported challenges with customer service experiences when dealing with additional charges or cancellation requests, overall feedback indicates that Copper is a valuable CRM tool. It is praised for its ability to organize contacts, manage workflows, export business data and metrics, and track analytics. Despite comparisons to other CRMs in terms of feature development and integrations, users acknowledge that Copper fulfills their basic CRM needs effectively.

Intuitive and User-Friendly UI: Multiple users have praised Copper's UI for being beautiful, easy to navigate, and straightforward. They found it intuitive and didn't require extensive training for their team.

Seamless Integration with Gmail: Many reviewers appreciated Copper's integration with Gmail and Chrome extension. It automatically tracked and updated prospect and lead activity in the CRM, streamlining data entry and keeping them up-to-date on sales activities.

Effective Sales Process Tracking: Several users highlighted Copper's ability to track sales processes, customer interactions, and integrate with other tools. They found this feature beneficial for analyzing won and lost revenue among their sales teams.

Cons:

  1. Limited API requests: Several users have mentioned that they encountered the error message "Request failed with status code 429." This indicates that there is a limitation on the number of API requests allowed, causing inconvenience and disruptions in their workflow.

  2. Lack of customization options: Some reviewers have expressed frustration over the limited customization options available in Copper. They feel restricted by the software's inability to adapt to their specific business needs, leading to inefficiencies and compromises in their daily operations.

  3. Steep learning curve: A few customers have found Copper to have a steep learning curve, requiring significant time and effort to fully grasp its functionalities. These users felt overwhelmed by the complexity of navigating through the software and understanding its features, which hindered their ability to utilize it effectively from the start.

Users commonly recommend trying out ProsperWorks and purchasing it if you like it. They suggest exploring the free trial of ProsperWorks as a good starting point for a basic sales platform. Additionally, users advise considering integrations with other software and getting a demonstration of how they work in the ProsperWorks environment. Another common recommendation is to update and use ProsperWorks regularly to fully benefit from its features. Users find ProsperWorks great for small or medium-sized businesses due to its affordability, ease of use, and integration capabilities. They also suggest using Gmail as the primary email software with ProsperWorks. Overall, users highly recommend ProsperWorks as the best CRM they have ever used and discourage wasting time looking at other options. They emphasize taking advantage of the support offered by ProsperWorks and asking all questions to make the most out of the platform. Lastly, users highlight that financially, ProsperWorks is a better deal than Salesforce if you primarily use Gmail.

Attribute Ratings

Reviews

(1-20 of 20)
Companies can't remove reviews or game the system. Here's why
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Sales Force Automation (5)
92%
9.2
Customer data management / contact management
100%
10.0
Workflow management
100%
10.0
Opportunity management
80%
8.0
Integration with email client (e.g., Outlook or Gmail)
100%
10.0
Interaction tracking
80%
8.0
Customer Service & Support
N/A
N/A
Marketing Automation (1)
80%
8.0
Lead management
80%
8.0
CRM Project Management (2)
95%
9.5
Task management
100%
10.0
Reporting
90%
9.0
CRM Reporting & Analytics (2)
95%
9.5
Pipeline visualization
100%
10.0
Customizable reports
90%
9.0
Customization (2)
80%
8.0
Custom fields
100%
10.0
API for custom integration
60%
6.0
Security (1)
100%
10.0
Role-based user permissions
100%
10.0
Social CRM
N/A
N/A
Integrations with 3rd-party Software
N/A
N/A
Platform (1)
90%
9.0
Mobile access
90%
9.0
Score 1 out of 10
Vetted Review
Verified User
Sales Force Automation (9)
15.555555555555555%
1.6
Customer data management / contact management
50%
5.0
Workflow management
20%
2.0
Territory management
N/A
N/A
Opportunity management
N/A
N/A
Integration with email client (e.g., Outlook or Gmail)
70%
7.0
Contract management
N/A
N/A
Quote & order management
N/A
N/A
Interaction tracking
N/A
N/A
Channel / partner relationship management
N/A
N/A
Customer Service & Support (3)
3.333333333333333%
0.3
Case management
10%
1.0
Call center management
N/A
N/A
Help desk management
N/A
N/A
Marketing Automation (2)
25%
2.5
Lead management
40%
4.0
Email marketing
10%
1.0
CRM Project Management (3)
26.666666666666664%
2.7
Task management
40%
4.0
Billing and invoicing management
N/A
N/A
Reporting
40%
4.0
CRM Reporting & Analytics (3)
N/A
N/A
Forecasting
N/A
N/A
Pipeline visualization
N/A
N/A
Customizable reports
N/A
N/A
Customization (4)
N/A
N/A
Custom fields
N/A
N/A
Custom objects
N/A
N/A
Scripting environment
N/A
N/A
API for custom integration
N/A
N/A
Security (2)
N/A
N/A
Role-based user permissions
N/A
N/A
Single sign-on capability
N/A
N/A
Social CRM (2)
20%
2.0
Social data
20%
2.0
Social engagement
20%
2.0
Integrations with 3rd-party Software (2)
25%
2.5
Marketing automation
50%
5.0
Compensation management
N/A
N/A
Platform (1)
N/A
N/A
Mobile access
N/A
N/A
Score 1 out of 10
Vetted Review
Verified User
Sales Force Automation (9)
35.55555555555556%
3.6
Customer data management / contact management
50%
5.0
Workflow management
10%
1.0
Territory management
50%
5.0
Opportunity management
40%
4.0
Integration with email client (e.g., Outlook or Gmail)
80%
8.0
Contract management
50%
5.0
Quote & order management
20%
2.0
Interaction tracking
10%
1.0
Channel / partner relationship management
10%
1.0
Customer Service & Support (3)
10%
1.0
Case management
10%
1.0
Call center management
10%
1.0
Help desk management
10%
1.0
Marketing Automation (2)
20%
2.0
Lead management
20%
2.0
Email marketing
20%
2.0
CRM Project Management (3)
43.33333333333333%
4.3
Task management
50%
5.0
Billing and invoicing management
20%
2.0
Reporting
60%
6.0
CRM Reporting & Analytics (3)
43.33333333333333%
4.3
Forecasting
70%
7.0
Pipeline visualization
60%
6.0
Customizable reports
N/A
N/A
Customization (4)
27.5%
2.8
Custom fields
80%
8.0
Custom objects
30%
3.0
Scripting environment
N/A
N/A
API for custom integration
N/A
N/A
Security (2)
40%
4.0
Role-based user permissions
80%
8.0
Single sign-on capability
N/A
N/A
Social CRM (2)
N/A
N/A
Social data
N/A
N/A
Social engagement
N/A
N/A
Integrations with 3rd-party Software (2)
5%
0.5
Marketing automation
10%
1.0
Compensation management
N/A
N/A
Platform (1)
N/A
N/A
Mobile access
N/A
N/A
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Sales Force Automation (7)
51.42857142857143%
5.1
Customer data management / contact management
50%
5.0
Workflow management
70%
7.0
Opportunity management
100%
10.0
Integration with email client (e.g., Outlook or Gmail)
60%
6.0
Contract management
N/A
N/A
Interaction tracking
40%
4.0
Channel / partner relationship management
40%
4.0
Customer Service & Support (1)
N/A
N/A
Call center management
N/A
N/A
Marketing Automation (2)
45%
4.5
Lead management
50%
5.0
Email marketing
40%
4.0
CRM Project Management (3)
40%
4.0
Task management
60%
6.0
Billing and invoicing management
N/A
N/A
Reporting
60%
6.0
CRM Reporting & Analytics (3)
66.66666666666667%
6.7
Forecasting
60%
6.0
Pipeline visualization
70%
7.0
Customizable reports
70%
7.0
Customization (4)
40%
4.0
Custom fields
90%
9.0
Custom objects
30%
3.0
Scripting environment
40%
4.0
API for custom integration
N/A
N/A
Security (2)
90%
9.0
Role-based user permissions
90%
9.0
Single sign-on capability
90%
9.0
Social CRM (2)
N/A
N/A
Social data
N/A
N/A
Social engagement
N/A
N/A
Integrations with 3rd-party Software (2)
25%
2.5
Marketing automation
50%
5.0
Compensation management
N/A
N/A
Platform (1)
70%
7.0
Mobile access
70%
7.0
Score 9 out of 10
Vetted Review
Verified User
Sales Force Automation (9)
66.66666666666667%
6.7
Customer data management / contact management
90%
9.0
Workflow management
90%
9.0
Territory management
N/A
N/A
Opportunity management
90%
9.0
Integration with email client (e.g., Outlook or Gmail)
90%
9.0
Contract management
90%
9.0
Quote & order management
30%
3.0
Interaction tracking
90%
9.0
Channel / partner relationship management
30%
3.0
Customer Service & Support (3)
N/A
N/A
Case management
N/A
N/A
Call center management
N/A
N/A
Help desk management
N/A
N/A
Marketing Automation (2)
50%
5.0
Lead management
70%
7.0
Email marketing
30%
3.0
CRM Project Management (3)
36.666666666666664%
3.7
Task management
90%
9.0
Billing and invoicing management
10%
1.0
Reporting
10%
1.0
CRM Reporting & Analytics (3)
10%
1.0
Forecasting
10%
1.0
Pipeline visualization
10%
1.0
Customizable reports
10%
1.0
Customization (4)
32.5%
3.3
Custom fields
70%
7.0
Custom objects
60%
6.0
Scripting environment
N/A
N/A
API for custom integration
N/A
N/A
Security (2)
90%
9.0
Role-based user permissions
90%
9.0
Single sign-on capability
90%
9.0
Social CRM (2)
10%
1.0
Social data
10%
1.0
Social engagement
10%
1.0
Integrations with 3rd-party Software (2)
10%
1.0
Marketing automation
10%
1.0
Compensation management
10%
1.0
Platform (1)
90%
9.0
Mobile access
90%
9.0
September 10, 2021

Copper is user friendly

Score 10 out of 10
Vetted Review
Verified User
Incentivized
Sales Force Automation (9)
44.44444444444444%
4.4
Customer data management / contact management
100%
10.0
Workflow management
N/A
N/A
Territory management
N/A
N/A
Opportunity management
100%
10.0
Integration with email client (e.g., Outlook or Gmail)
100%
10.0
Contract management
N/A
N/A
Quote & order management
N/A
N/A
Interaction tracking
100%
10.0
Channel / partner relationship management
N/A
N/A
Customer Service & Support (3)
N/A
N/A
Case management
N/A
N/A
Call center management
N/A
N/A
Help desk management
N/A
N/A
Marketing Automation (2)
50%
5.0
Lead management
100%
10.0
Email marketing
N/A
N/A
CRM Project Management (3)
33.333333333333336%
3.3
Task management
100%
10.0
Billing and invoicing management
N/A
N/A
Reporting
N/A
N/A
CRM Reporting & Analytics (3)
N/A
N/A
Forecasting
N/A
N/A
Pipeline visualization
N/A
N/A
Customizable reports
N/A
N/A
Customization (4)
22.5%
2.3
Custom fields
90%
9.0
Custom objects
N/A
N/A
Scripting environment
N/A
N/A
API for custom integration
N/A
N/A
Security (2)
N/A
N/A
Role-based user permissions
N/A
N/A
Single sign-on capability
N/A
N/A
Social CRM (2)
N/A
N/A
Social data
N/A
N/A
Social engagement
N/A
N/A
Integrations with 3rd-party Software (2)
N/A
N/A
Marketing automation
N/A
N/A
Compensation management
N/A
N/A
Platform (1)
N/A
N/A
Mobile access
N/A
N/A
September 10, 2021

StandardC and Copper

Robert Mann | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Sales Force Automation (9)
54.44444444444444%
5.4
Customer data management / contact management
80%
8.0
Workflow management
80%
8.0
Territory management
N/A
N/A
Opportunity management
80%
8.0
Integration with email client (e.g., Outlook or Gmail)
90%
9.0
Contract management
30%
3.0
Quote & order management
40%
4.0
Interaction tracking
90%
9.0
Channel / partner relationship management
N/A
N/A
Customer Service & Support (3)
13.333333333333332%
1.3
Case management
40%
4.0
Call center management
N/A
N/A
Help desk management
N/A
N/A
Marketing Automation (2)
50%
5.0
Lead management
40%
4.0
Email marketing
60%
6.0
CRM Project Management (3)
13.333333333333332%
1.3
Task management
30%
3.0
Billing and invoicing management
N/A
N/A
Reporting
10%
1.0
CRM Reporting & Analytics (3)
20%
2.0
Forecasting
40%
4.0
Pipeline visualization
10%
1.0
Customizable reports
10%
1.0
Customization (4)
42.5%
4.3
Custom fields
30%
3.0
Custom objects
40%
4.0
Scripting environment
50%
5.0
API for custom integration
50%
5.0
Security (2)
40%
4.0
Role-based user permissions
40%
4.0
Single sign-on capability
40%
4.0
Social CRM (2)
55%
5.5
Social data
80%
8.0
Social engagement
30%
3.0
Integrations with 3rd-party Software (2)
10%
1.0
Marketing automation
20%
2.0
Compensation management
N/A
N/A
Platform (1)
40%
4.0
Mobile access
40%
4.0
Ben J. Varghese | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Sales Force Automation (9)
57.77777777777778%
5.8
Customer data management / contact management
80%
8.0
Workflow management
70%
7.0
Territory management
50%
5.0
Opportunity management
70%
7.0
Integration with email client (e.g., Outlook or Gmail)
100%
10.0
Contract management
70%
7.0
Quote & order management
N/A
N/A
Interaction tracking
80%
8.0
Channel / partner relationship management
N/A
N/A
Customer Service & Support (3)
70%
7.0
Case management
70%
7.0
Call center management
60%
6.0
Help desk management
80%
8.0
Marketing Automation (2)
N/A
N/A
Lead management
N/A
N/A
Email marketing
N/A
N/A
CRM Project Management (3)
N/A
N/A
Task management
N/A
N/A
Billing and invoicing management
N/A
N/A
Reporting
N/A
N/A
CRM Reporting & Analytics (3)
73.33333333333333%
7.3
Forecasting
70%
7.0
Pipeline visualization
80%
8.0
Customizable reports
70%
7.0
Customization (4)
37.5%
3.8
Custom fields
80%
8.0
Custom objects
70%
7.0
Scripting environment
N/A
N/A
API for custom integration
N/A
N/A
Security (2)
45%
4.5
Role-based user permissions
N/A
N/A
Single sign-on capability
90%
9.0
Social CRM (2)
N/A
N/A
Social data
N/A
N/A
Social engagement
N/A
N/A
Integrations with 3rd-party Software (2)
N/A
N/A
Marketing automation
N/A
N/A
Compensation management
N/A
N/A
Platform (1)
90%
9.0
Mobile access
90%
9.0
Nathan Young | TrustRadius Reviewer
Score 1 out of 10
Vetted Review
Verified User
Sales Force Automation (9)
N/A
N/A
Customer data management / contact management
N/A
N/A
Workflow management
N/A
N/A
Territory management
N/A
N/A
Opportunity management
N/A
N/A
Integration with email client (e.g., Outlook or Gmail)
N/A
N/A
Contract management
N/A
N/A
Quote & order management
N/A
N/A
Interaction tracking
N/A
N/A
Channel / partner relationship management
N/A
N/A
Customer Service & Support (3)
N/A
N/A
Case management
N/A
N/A
Call center management
N/A
N/A
Help desk management
N/A
N/A
Marketing Automation (2)
45%
4.5
Lead management
80%
8.0
Email marketing
10%
1.0
CRM Project Management (3)
40%
4.0
Task management
50%
5.0
Billing and invoicing management
20%
2.0
Reporting
50%
5.0
CRM Reporting & Analytics (3)
50%
5.0
Forecasting
20%
2.0
Pipeline visualization
70%
7.0
Customizable reports
60%
6.0
Customization (4)
20%
2.0
Custom fields
80%
8.0
Custom objects
N/A
N/A
Scripting environment
N/A
N/A
API for custom integration
N/A
N/A
Security (2)
N/A
N/A
Role-based user permissions
N/A
N/A
Single sign-on capability
N/A
N/A
Social CRM (2)
20%
2.0
Social data
20%
2.0
Social engagement
20%
2.0
Integrations with 3rd-party Software (2)
N/A
N/A
Marketing automation
N/A
N/A
Compensation management
N/A
N/A
Platform (1)
50%
5.0
Mobile access
50%
5.0
Jay Werth | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Sales Force Automation (9)
46.66666666666667%
4.7
Customer data management / contact management
80%
8.0
Workflow management
80%
8.0
Territory management
N/A
N/A
Opportunity management
90%
9.0
Integration with email client (e.g., Outlook or Gmail)
90%
9.0
Contract management
N/A
N/A
Quote & order management
N/A
N/A
Interaction tracking
80%
8.0
Channel / partner relationship management
N/A
N/A
Customer Service & Support (3)
50%
5.0
Case management
70%
7.0
Call center management
N/A
N/A
Help desk management
80%
8.0
Marketing Automation (2)
N/A
N/A
Lead management
N/A
N/A
Email marketing
N/A
N/A
CRM Project Management (3)
50%
5.0
Task management
80%
8.0
Billing and invoicing management
N/A
N/A
Reporting
70%
7.0
CRM Reporting & Analytics (3)
53.33333333333333%
5.3
Forecasting
50%
5.0
Pipeline visualization
80%
8.0
Customizable reports
30%
3.0
Customization (4)
27.5%
2.8
Custom fields
80%
8.0
Custom objects
N/A
N/A
Scripting environment
N/A
N/A
API for custom integration
30%
3.0
Security (2)
N/A
N/A
Role-based user permissions
N/A
N/A
Single sign-on capability
N/A
N/A
Social CRM (2)
30%
3.0
Social data
60%
6.0
Social engagement
N/A
N/A
Integrations with 3rd-party Software (2)
N/A
N/A
Marketing automation
N/A
N/A
Compensation management
N/A
N/A
Platform (1)
80%
8.0
Mobile access
80%
8.0
Kelly Wasden | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Sales Force Automation (9)
78.88888888888889%
7.9
Customer data management / contact management
90%
9.0
Workflow management
90%
9.0
Territory management
80%
8.0
Opportunity management
100%
10.0
Integration with email client (e.g., Outlook or Gmail)
100%
10.0
Contract management
100%
10.0
Quote & order management
80%
8.0
Interaction tracking
70%
7.0
Channel / partner relationship management
N/A
N/A
Customer Service & Support (3)
83.33333333333334%
8.3
Case management
80%
8.0
Call center management
80%
8.0
Help desk management
90%
9.0
Marketing Automation (2)
100%
10.0
Lead management
100%
10.0
Email marketing
100%
10.0
CRM Project Management (3)
90%
9.0
Task management
100%
10.0
Billing and invoicing management
80%
8.0
Reporting
90%
9.0
CRM Reporting & Analytics (3)
90%
9.0
Forecasting
90%
9.0
Pipeline visualization
90%
9.0
Customizable reports
90%
9.0
Customization (4)
72.5%
7.3
Custom fields
100%
10.0
Custom objects
90%
9.0
Scripting environment
N/A
N/A
API for custom integration
100%
10.0
Security (2)
95%
9.5
Role-based user permissions
90%
9.0
Single sign-on capability
100%
10.0
Social CRM (2)
90%
9.0
Social data
90%
9.0
Social engagement
90%
9.0
Integrations with 3rd-party Software (2)
45%
4.5
Marketing automation
90%
9.0
Compensation management
N/A
N/A
Platform (1)
90%
9.0
Mobile access
90%
9.0
Chris Kirksey | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Sales Force Automation (9)
62.22222222222222%
6.2
Customer data management / contact management
100%
10.0
Workflow management
90%
9.0
Territory management
N/A
N/A
Opportunity management
100%
10.0
Integration with email client (e.g., Outlook or Gmail)
70%
7.0
Contract management
N/A
N/A
Quote & order management
N/A
N/A
Interaction tracking
100%
10.0
Channel / partner relationship management
100%
10.0
Customer Service & Support (2)
100%
10.0
Case management
100%
10.0
Help desk management
100%
10.0
Marketing Automation (2)
85%
8.5
Lead management
100%
10.0
Email marketing
70%
7.0
CRM Project Management (2)
100%
10.0
Task management
100%
10.0
Reporting
100%
10.0
CRM Reporting & Analytics (3)
100%
10.0
Forecasting
100%
10.0
Pipeline visualization
100%
10.0
Customizable reports
100%
10.0
Customization (4)
65%
6.5
Custom fields
100%
10.0
Custom objects
100%
10.0
Scripting environment
N/A
N/A
API for custom integration
60%
6.0
Security (2)
N/A
N/A
Role-based user permissions
N/A
N/A
Single sign-on capability
N/A
N/A
Social CRM (2)
20%
2.0
Social data
40%
4.0
Social engagement
N/A
N/A
Integrations with 3rd-party Software (1)
100%
10.0
Marketing automation
100%
10.0
Platform (1)
100%
10.0
Mobile access
100%
10.0
Sam Lepak | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User
Incentivized
Sales Force Automation (8)
52.5%
5.3
Customer data management / contact management
80%
8.0
Workflow management
30%
3.0
Opportunity management
60%
6.0
Integration with email client (e.g., Outlook or Gmail)
90%
9.0
Contract management
50%
5.0
Quote & order management
40%
4.0
Interaction tracking
70%
7.0
Channel / partner relationship management
N/A
N/A
Customer Service & Support (2)
70%
7.0
Case management
80%
8.0
Help desk management
60%
6.0
Marketing Automation (1)
60%
6.0
Lead management
60%
6.0
CRM Project Management (2)
80%
8.0
Task management
70%
7.0
Reporting
90%
9.0
CRM Reporting & Analytics (3)
73.33333333333333%
7.3
Forecasting
80%
8.0
Pipeline visualization
80%
8.0
Customizable reports
60%
6.0
Customization (4)
32.5%
3.3
Custom fields
40%
4.0
Custom objects
40%
4.0
Scripting environment
N/A
N/A
API for custom integration
50%
5.0
Security (2)
80%
8.0
Role-based user permissions
70%
7.0
Single sign-on capability
90%
9.0
Social CRM (1)
70%
7.0
Social data
70%
7.0
Integrations with 3rd-party Software (1)
30%
3.0
Marketing automation
30%
3.0
Platform (1)
90%
9.0
Mobile access
90%
9.0
Score 5 out of 10
Vetted Review
Verified User
Incentivized
Sales Force Automation (6)
43.33333333333333%
4.3
Customer data management / contact management
60%
6.0
Workflow management
30%
3.0
Opportunity management
50%
5.0
Integration with email client (e.g., Outlook or Gmail)
10%
1.0
Interaction tracking
60%
6.0
Channel / partner relationship management
50%
5.0
Customer Service & Support
N/A
N/A
Marketing Automation (1)
50%
5.0
Lead management
50%
5.0
CRM Project Management (2)
30%
3.0
Task management
40%
4.0
Reporting
20%
2.0
CRM Reporting & Analytics (2)
55%
5.5
Pipeline visualization
70%
7.0
Customizable reports
40%
4.0
Customization (1)
80%
8.0
Custom fields
80%
8.0
Security (2)
65%
6.5
Role-based user permissions
80%
8.0
Single sign-on capability
50%
5.0
Social CRM
N/A
N/A
Integrations with 3rd-party Software
N/A
N/A
Platform (1)
30%
3.0
Mobile access
30%
3.0
Erik Viager | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Sales Force Automation (9)
54.44444444444444%
5.4
Customer data management / contact management
100%
10.0
Workflow management
90%
9.0
Territory management
N/A
N/A
Opportunity management
100%
10.0
Integration with email client (e.g., Outlook or Gmail)
100%
10.0
Contract management
N/A
N/A
Quote & order management
N/A
N/A
Interaction tracking
100%
10.0
Channel / partner relationship management
N/A
N/A
Customer Service & Support (3)
N/A
N/A
Case management
N/A
N/A
Call center management
N/A
N/A
Help desk management
N/A
N/A
Marketing Automation (2)
90%
9.0
Lead management
100%
10.0
Email marketing
80%
8.0
CRM Project Management (3)
60%
6.0
Task management
90%
9.0
Billing and invoicing management
N/A
N/A
Reporting
90%
9.0
CRM Reporting & Analytics (3)
60%
6.0
Forecasting
N/A
N/A
Pipeline visualization
90%
9.0
Customizable reports
90%
9.0
Customization (4)
67.5%
6.8
Custom fields
100%
10.0
Custom objects
90%
9.0
Scripting environment
N/A
N/A
API for custom integration
80%
8.0
Security (2)
95%
9.5
Role-based user permissions
90%
9.0
Single sign-on capability
100%
10.0
Social CRM (2)
45%
4.5
Social data
90%
9.0
Social engagement
N/A
N/A
Integrations with 3rd-party Software (2)
N/A
N/A
Marketing automation
N/A
N/A
Compensation management
N/A
N/A
Platform (1)
90%
9.0
Mobile access
90%
9.0
Scott Entwistle | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Sales Force Automation (8)
65%
6.5
Customer data management / contact management
100%
10.0
Workflow management
70%
7.0
Territory management
N/A
N/A
Opportunity management
100%
10.0
Integration with email client (e.g., Outlook or Gmail)
100%
10.0
Contract management
50%
5.0
Interaction tracking
100%
10.0
Channel / partner relationship management
N/A
N/A
Customer Service & Support (3)
30%
3.0
Case management
N/A
N/A
Call center management
90%
9.0
Help desk management
N/A
N/A
Marketing Automation (1)
80%
8.0
Lead management
80%
8.0
CRM Project Management (2)
85%
8.5
Task management
90%
9.0
Reporting
80%
8.0
CRM Reporting & Analytics (3)
83.33333333333334%
8.3
Forecasting
80%
8.0
Pipeline visualization
100%
10.0
Customizable reports
70%
7.0
Customization (4)
25%
2.5
Custom fields
100%
10.0
Custom objects
N/A
N/A
Scripting environment
N/A
N/A
API for custom integration
N/A
N/A
Security (2)
100%
10.0
Role-based user permissions
100%
10.0
Single sign-on capability
100%
10.0
Social CRM (2)
100%
10.0
Social data
100%
10.0
Social engagement
100%
10.0
Integrations with 3rd-party Software (2)
N/A
N/A
Marketing automation
N/A
N/A
Compensation management
N/A
N/A
Platform (1)
70%
7.0
Mobile access
70%
7.0
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Sales Force Automation (6)
80%
8.0
Customer data management / contact management
80%
8.0
Workflow management
50%
5.0
Opportunity management
80%
8.0
Integration with email client (e.g., Outlook or Gmail)
100%
10.0
Interaction tracking
100%
10.0
Channel / partner relationship management
70%
7.0
Customer Service & Support
N/A
N/A
Marketing Automation (1)
80%
8.0
Lead management
80%
8.0
CRM Project Management (2)
35%
3.5
Task management
30%
3.0
Reporting
40%
4.0
CRM Reporting & Analytics (3)
66.66666666666667%
6.7
Forecasting
60%
6.0
Pipeline visualization
90%
9.0
Customizable reports
50%
5.0
Customization (3)
66.66666666666667%
6.7
Custom fields
100%
10.0
Custom objects
60%
6.0
API for custom integration
40%
4.0
Security (2)
85%
8.5
Role-based user permissions
70%
7.0
Single sign-on capability
100%
10.0
Social CRM (1)
60%
6.0
Social data
60%
6.0
Integrations with 3rd-party Software (1)
60%
6.0
Marketing automation
60%
6.0
Platform (1)
80%
8.0
Mobile access
80%
8.0
Daniel Coburn | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Sales Force Automation (9)
71.11111111111111%
7.1
Customer data management / contact management
90%
9.0
Workflow management
80%
8.0
Territory management
60%
6.0
Opportunity management
90%
9.0
Integration with email client (e.g., Outlook or Gmail)
100%
10.0
Contract management
40%
4.0
Quote & order management
40%
4.0
Interaction tracking
100%
10.0
Channel / partner relationship management
40%
4.0
Customer Service & Support
N/A
N/A
Marketing Automation (1)
70%
7.0
Lead management
70%
7.0
CRM Project Management (2)
75%
7.5
Task management
70%
7.0
Reporting
80%
8.0
CRM Reporting & Analytics (3)
86.66666666666666%
8.7
Forecasting
90%
9.0
Pipeline visualization
90%
9.0
Customizable reports
80%
8.0
Customization (3)
73.33333333333333%
7.3
Custom fields
100%
10.0
Custom objects
40%
4.0
API for custom integration
80%
8.0
Security (2)
100%
10.0
Role-based user permissions
100%
10.0
Single sign-on capability
100%
10.0
Social CRM
N/A
N/A
Integrations with 3rd-party Software (1)
70%
7.0
Marketing automation
70%
7.0
Platform (1)
100%
10.0
Mobile access
100%
10.0
Jim Golden | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Sales Force Automation (9)
50%
5.0
Customer data management / contact management
90%
9.0
Workflow management
80%
8.0
Territory management
N/A
N/A
Opportunity management
100%
10.0
Integration with email client (e.g., Outlook or Gmail)
100%
10.0
Contract management
N/A
N/A
Quote & order management
N/A
N/A
Interaction tracking
80%
8.0
Channel / partner relationship management
N/A
N/A
Customer Service & Support (3)
86.66666666666666%
8.7
Case management
80%
8.0
Call center management
90%
9.0
Help desk management
90%
9.0
Marketing Automation (1)
N/A
N/A
Email marketing
N/A
N/A
CRM Project Management (3)
33.333333333333336%
3.3
Task management
100%
10.0
Billing and invoicing management
N/A
N/A
Reporting
N/A
N/A
CRM Reporting & Analytics (3)
56.66666666666667%
5.7
Forecasting
80%
8.0
Pipeline visualization
90%
9.0
Customizable reports
N/A
N/A
Customization (4)
37.5%
3.8
Custom fields
70%
7.0
Custom objects
N/A
N/A
Scripting environment
80%
8.0
API for custom integration
N/A
N/A
Security (2)
N/A
N/A
Role-based user permissions
N/A
N/A
Single sign-on capability
N/A
N/A
Social CRM (2)
N/A
N/A
Social data
N/A
N/A
Social engagement
N/A
N/A
Integrations with 3rd-party Software (2)
40%
4.0
Marketing automation
80%
8.0
Compensation management
N/A
N/A
Platform (1)
90%
9.0
Mobile access
90%
9.0
Score 5 out of 10
Vetted Review
Verified User
Incentivized
Sales Force Automation (9)
50%
5.0
Customer data management / contact management
60%
6.0
Workflow management
50%
5.0
Territory management
N/A
N/A
Opportunity management
60%
6.0
Integration with email client (e.g., Outlook or Gmail)
100%
10.0
Contract management
60%
6.0
Quote & order management
50%
5.0
Interaction tracking
70%
7.0
Channel / partner relationship management
N/A
N/A
Customer Service & Support (3)
N/A
N/A
Case management
N/A
N/A
Call center management
N/A
N/A
Help desk management
N/A
N/A
Marketing Automation (2)
N/A
N/A
Lead management
N/A
N/A
Email marketing
N/A
N/A
CRM Project Management (3)
53.33333333333333%
5.3
Task management
50%
5.0
Billing and invoicing management
30%
3.0
Reporting
80%
8.0
CRM Reporting & Analytics (3)
73.33333333333333%
7.3
Forecasting
70%
7.0
Pipeline visualization
80%
8.0
Customizable reports
70%
7.0
Customization (4)
30%
3.0
Custom fields
60%
6.0
Custom objects
60%
6.0
Scripting environment
N/A
N/A
API for custom integration
N/A
N/A
Security (2)
65%
6.5
Role-based user permissions
60%
6.0
Single sign-on capability
70%
7.0
Social CRM (2)
50%
5.0
Social data
50%
5.0
Social engagement
50%
5.0
Integrations with 3rd-party Software (2)
20%
2.0
Marketing automation
40%
4.0
Compensation management
N/A
N/A
Platform (1)
40%
4.0
Mobile access
40%
4.0
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