Copper is a CRM software solution company that offers a range of features for managing contacts, automating tasks, email and marketing tools, tracking deals, and generating reports. It integrates with Google Workspace, making it easy for users to manage their contacts, deals, emails, and more in one place. In this article, we will explore the top 10 alternatives to Copper.
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1. Bitrix24
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Bitrix24 is a comprehensive business software platform designed to streamline collaboration, CRM, tasks and projects, contact center, websites and online stores, and HR and automation.
- Use cases: Collaboration, CRM, tasks and projects, contact center, websites and online stores, HR and automation.
- Features: User-friendly interface, good video quality, everything in one place, and a wide range of tools for various business needs.
- Price: Bitrix24 offers five pricing plans: Free, Basic ($49/organization/month), Standard ($99/organization/month), Professional ($199/organization/month), and Enterprise ($399/organization/month), all billed annually. A 15-day free trial is also available.
- Reviews: Bitrix24 has an overall rating of 4.1 out of 5 stars on G2.
- Available as a provider within Clay: No
Advantages of using Bitrix24 over Copper CRM
- Comprehensive suite with self-hosted option: Bitrix24 stands out with its broad range of functionalities and the unique self-hosted solution it offers, which allows for greater data control and customization beyond what Copper CRM provides.
- Advanced call center capabilities: Offering a more sophisticated set of call center features, including PBX and telemarketing functionalities, Bitrix24 is better equipped to support businesses that rely heavily on telephony operations compared to Copper CRM.
- Superior document management: Bitrix24 surpasses Copper CRM with its extensive document management capabilities, making it ideal for businesses that deal with a high volume of documents and require advanced management and tracking features.
- Higher customizability and integrations: With its ability to deeply customize and integrate with a wide array of tools such as Slack, Zendesk, and QuickBooks, Bitrix24 provides a level of flexibility and ecosystem integration that Copper CRM may not match.
Disadvantages of using Bitrix24 over Copper CRM
- Complexity and usability: The extensive feature set of Bitrix24 can lead to complexity and a steeper learning curve, potentially making Copper CRM a more user-friendly option for smaller teams or businesses with simpler CRM needs.
- Integration with Google Workspace: Copper CRM's seamless integration with Google Workspace offers a tightly integrated experience for users of Google's suite, an area where Bitrix24 might not deliver as cohesive an integration.
- Pricing structure: The pricing model of Bitrix24 can be complex and may become costly as businesses grow and require more features, whereas Copper CRM's pricing is more straightforward and potentially easier for businesses to navigate and budget for.
- Focus on sales and marketing tools: Copper CRM specifically tailors its features towards sales and marketing, with a strong emphasis on contact management and workflow automation, which might make it more appealing to businesses looking for a CRM with a strong sales and marketing focus compared to the broader toolset of Bitrix24.
2. Salesmate
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Salesmate is designed for all teams and offers advanced automation to streamline processes and customer journeys. With features such as sales pipelines, sales automation, smart emails, built-in calling and texting, meeting scheduler, power dialer, live chat, marketing automation, and mobile CRM, Salesmate is a comprehensive CRM software for various industries and use cases.
- Use cases: Inbound sales, outbound sales, remote sales, account-based sales, sales reps, sales leaders, and industries like startups, small businesses, real estate, insurance, finance, and construction.
- Features: Sales pipelines, sales automation, smart emails, built-in calling, built-in texting, meeting scheduler, power dialer, live chat, marketing automation, and mobile CRM.
- Price: Basic ($29/user/mo), Pro ($49/user/mo), Business ($79/user/mo), and Enterprise (custom pricing). See the Salesmate pricing page for more details.
- Reviews: Salesmate has an overall rating of 4.6/5 stars on G2.
- Available as a provider within Clay: No
Advantages of using Salesmate over Copper CRM
- Higher user satisfaction and ratings: Salesmate generally receives higher ratings from users, particularly in terms of ease of use, value for money, customer support, and functionality. Users have noted Salesmate's ease of use and the effectiveness of its features for sales processes, as well as excellent customer support through quick and helpful responses via chat.
- Superior reporting and analytics: Salesmate is praised for its superior reporting and analytics capabilities, offering detailed insights into sales performance, forecasting accuracy, pipeline visualization, and customizable reports. These features are rated significantly higher compared to Copper, indicating a robust platform for data-driven decision-making.
- Enhanced customization and security features: Salesmate offers better customization options, including custom fields, objects, and a scripting environment for tailored workflows. Additionally, it provides strong security features with single sign-on capability and role-based user permissions, ensuring a secure and personalized CRM experience.
- Comprehensive third-party integrations: The platform boasts a wider range of integrations with third-party software, especially in marketing automation. This flexibility allows businesses to seamlessly connect Salesmate with other tools they use, enhancing the overall productivity and efficiency of sales operations.
Disadvantages of using Salesmate over Copper CRM
- Limited social CRM features: Compared to Copper, Salesmate does not focus as much on social CRM features, such as social data and engagement. This might limit businesses looking to integrate their social media management closely with their CRM activities.
- Smaller user base: Salesmate has fewer reviews than Copper, suggesting a smaller user base. This could imply less community support and fewer resources for troubleshooting or tips from other users, potentially affecting new users looking for a widely adopted CRM solution.
- Lag on desktop: Some users have reported occasional lag on the desktop version of Salesmate, which might affect productivity, especially for users who rely heavily on the desktop interface for their daily operations.
- Lack of a tablet app: While Salesmate provides a mobile app, there is no specific app available for tablets, which could limit the flexibility for users who prefer working on a larger mobile screen for their CRM tasks.
3. Nimble CRM
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Nimble is a social customer relationship management (CRM) solution that offers features such as relationship management, prospect marketing and outreach, sales automation, inbox and mobile CRM, workflows and automations, web forms, and integration with Microsoft 365 and Google Workspace.
- Use cases: Relationship management, prospect marketing and outreach, sales automation, inbox and mobile CRM, workflows and automations, web forms, and integration with Microsoft 365 and Google Workspace.
- Features: Unify and enrich contacts, access valuable relationships from anywhere using the Nimble Prospector browser extension, manage relationships, and stay on top of everything with Nimble's CRM software.
- Price: Monthly plan ($29.90/user/mo) and Annual plan ($24.90/user/mo, save up to 17% with annual pricing). Both plans include 25,000 contact records, 2 GB/user storage, Microsoft 365 & Google Workspace integration, Nimble Prospector, and a 14-day trial. See the Nimble pricing page for more details.
- Reviews: Nimble has an overall rating of 4.5/5 stars on G2.
- Available as a provider within Clay: No
Advantages of using Nimble CRM over Copper CRM
- Strong social engagement: Nimble CRM excels in social engagement, offering comprehensive tools to monitor and interact with customers across social media platforms. This feature is significantly emphasized in Nimble, providing a more robust approach to strengthening brand presence and gathering valuable insights from social interactions compared to Copper CRM.
- Superior team collaboration: Nimble encourages effective communication and collaboration among team members, ensuring a unified approach to customer relationship management. It facilitates better internal teamwork dynamics, optimizing customer interactions more effectively than Copper CRM.
- Enhanced workflows and process automation: Nimble offers more streamlined workflows and process automation, reducing manual workloads and enabling teams to focus more on strategic engagement with customers. This automation extends across various CRM processes, making it easier for users to manage repetitive tasks efficiently.
- Greater focus on tracking and managing a large number of contacts: Users have found Nimble's tracking features particularly useful for managing extensive contact databases. This advantage is crucial for businesses that require efficient handling and organization of their contacts, with seamless group chat integrations to enhance product discussions and collaborations.
Disadvantages of using Nimble CRM over Copper CRM
- Integration with G Suite and Gmail: Copper CRM is known for its seamless integration with GSuite and Gmail, simplifying data management and access to contact information. This level of integration is a significant advantage for users heavily invested in Google's ecosystem, which Nimble may not match as closely.
- Value for money: While both platforms offer robust features, Copper CRM users have noted the platform's good value for its price, especially considering its comprehensive sales tools and functionalities. Nimble, although offering a wide range of features, might present a different value proposition depending on the specific needs and budget considerations of a business.
- User experience with large databases: Some users of Nimble have experienced challenges when dealing with very large databases of contacts, noting difficulties in uploading all contacts efficiently. This issue can become a significant headache for businesses that rely on extensive contact management and may require more streamlined solutions offered by Copper CRM.
- Ad and spam interruptions: Nimble users have reported interruptions due to spam ads and suggested info pages within the platform. This can detract from the user experience, particularly for project managers and users who prefer a more streamlined, ad-free environment, an area where Copper CRM may offer a cleaner user interface.
4. Hubspot
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HubSpot is a comprehensive customer platform that offers software, tools, and resources for businesses, including marketing, sales, customer service, content management, operations, and commerce solutions.
- Use cases: Marketing automation, email marketing, SEO optimization, social media management, analytics, sales process management, customer service, and content management.
- Features: Marketing Hub, Sales Hub, Service Hub, CMS Hub, Operations Hub, Commerce Hub, AI tools, app marketplace, and integration with popular apps.
- Price: Marketing Hub Professional ($800/mo), Marketing Hub Enterprise ($3,600/mo), and a Starter plan with undisclosed pricing. Save 10% with an annual commitment. Professional Onboarding fee of $3,000. See the HubSpot pricing page for more details.
- Reviews: HubSpot Sales Hub has an overall rating of 4.4/5 stars on G2.
- Available as a provider within Clay: Yes
Advantages of using HubSpot over Copper
- User-friendly interface with comprehensive onboarding: HubSpot stands out with its easy-to-navigate interface and thorough onboarding resources, which streamline the learning process for new users. This level of user support and customization options is more comprehensive than what Copper typically offers.
- Advanced marketing automation and customizable workflows: HubSpot shines in its advanced marketing automation capabilities, offering a wide range of features that allow for sophisticated lead nurturing and email marketing strategies. Its visual workflow editor simplifies the creation of complex workflows, a feature that goes beyond the basic automation capabilities of Copper.
- Extensive integrations and a dedicated app marketplace: Offering a vast ecosystem of integrations, HubSpot provides users with the flexibility to connect with numerous third-party apps and tools, enhancing their CRM experience. This extensive support for integrations surpasses the more limited options available in Copper.
- Superior email and social media marketing tools: HubSpot's digital marketing tools, particularly for email and social media, are of high quality and offer functionalities that surpass those found in Copper. This makes HubSpot a preferred choice for businesses that prioritize robust digital marketing efforts.
Disadvantages of using HubSpot over Copper
- Cost considerations for long-term use: While initially appealing due to its free CRM plan and competitive pricing, HubSpot's cost can significantly increase with renewals and as businesses delve deeper into its ecosystem. This aspect of long-term use can be more expensive compared to the more straightforward pricing structure of Copper.
- Potentially overwhelming feature set for smaller teams: The extensive suite of tools provided by HubSpot, though beneficial for larger businesses, may overwhelm smaller teams or those new to CRM software. In contrast, Copper's simpler and more focused CRM solution might be a better fit for smaller businesses or those that rely heavily on Google Workspace.
- All-in-one solution vs. best-in-class tool approach: HubSpot's approach as an all-in-one solution might lead to a jack-of-all-trades scenario, where it does many things adequately but may not excel in specific areas. Copper's focus on core CRM functionalities and the ability to integrate with best-in-class third-party tools might offer a more tailored solution for some businesses.
- Increased dependency on HubSpot's ecosystem: The deeper a business integrates with HubSpot's comprehensive suite of sales, marketing, and service tools, the more reliant it becomes on their ecosystem. This dependency could limit flexibility in adopting or transitioning to other tools in the future, unlike Copper's model, which may offer greater flexibility through its strong integration with Google Workspace and emphasis on customization via third-party integrations.
5. Pipedrive
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Pipedrive is a sales-focused CRM solution designed to help businesses manage their sales processes and customer interactions efficiently.
- Use cases: Sales process management, email marketing, project management, lead generation, web visitor tracking, and document management.
- Features: Sales software, email marketing software, project management software, marketplace integrations, lead generation software, web visitor tracking, and documents and templates.
- Price: Essential plan ($14.90/user/mo billed annually), Advanced plan ($27.90/user/mo billed annually), Professional plan ($49.90/user/mo billed annually), Power plan ($64.90/user/mo billed annually), and Enterprise plan ($99.00/user/mo billed annually). Save up to 32% with annual billing. See the Pipedrive pricing page for more details.
- Reviews: Pipedrive has an overall rating of 4.2/5 stars on G2.
- Available as a provider within Clay: Yes
Advantages of using Pipedrive over Copper CRM
- Sales performance management: Pipedrive provides a more detailed analysis and actionable insights for improving sales performance compared to Copper CRM. It excels in monitoring and evaluating sales team activities, enabling data-driven decisions to enhance sales efficiency and increase revenue.
- Social engagement: With better capabilities for monitoring and interacting with customers through social media platforms, Pipedrive strengthens brand presence, gathers valuable insights, and enhances customer relations in the digital landscape more effectively than Copper CRM.
- Team collaboration: Pipedrive promotes better communication and collaboration among team members, optimizing customer interactions and ensuring a unified approach to customer relationship management, which is highlighted as stronger compared to Copper CRM.
- Mobile support: Offering comprehensive mobile support, Pipedrive ensures users can effectively use the software on mobile devices, enhancing flexibility and productivity for sales teams on the go. This feature allows for better on-the-go access and usability compared to Copper CRM.
Disadvantages of using Pipedrive over Copper CRM
- G Suite and Gmail integration: Copper CRM offers seamless integration with G Suite and Gmail, simplifying management of data and access to contact information. This is an area where Pipedrive may not offer as integrated an experience as Copper, making Copper a preferable option for users heavily invested in Google Workspace.
- Ease of use: Copper CRM's interface is noted for its simplicity and intuitiveness, potentially offering a smoother experience for Google users compared to Pipedrive, which, while also user-friendly, may not be as seamlessly integrated with Google Workspace.
- Value for money: Copper CRM's features, such as reach-out reminders, prompts, and automation, are highlighted as providing excellent value, particularly for sales-focused users, whereas Pipedrive, despite offering a great free plan, may not provide the same level of value for money in overall terms.
- Customization limitations: Pipedrive is criticized for not allowing as much customization as some enterprise-level platforms, including Copper CRM. This could be a disadvantage for businesses seeking a highly customizable CRM solution that can be tailored to fit their unique processes and workflows.
6. Zoho CRM
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Zoho CRM is a customer relationship management software that offers a wide range of features, including sales force automation, process management, performance management, analytics, omnichannel communication, team collaboration, predictive sales and intelligence, and customization.
- Use cases: Sales force automation, process management, performance management, analytics, omnichannel communication, team collaboration, predictive sales and intelligence, and customization.
- Features: Automation, customization, analytics, artificial intelligence, marketing automation, and integration with other software.
- Price: Standard ($14/user/mo billed annually), Professional ($23/user/mo billed annually), Enterprise ($40/user/mo billed annually), Ultimate ($52/user/mo billed annually). Save up to 34% with annual billing. Free trial available for all pricing plans. See the Zoho CRM pricing page for more details.
- Reviews: Zoho CRM has an overall rating of 4.0/5 stars on G2.
- Available as a provider within Clay: No
Advantages of using Zoho CRM over Copper CRM
- Superior CRM project management and reporting: Zoho CRM excels in task management, billing and invoicing management, and reporting, scoring significantly higher than Copper in user reviews. It offers a more comprehensive and effective solution for managing complex projects and generating insightful reports.
- Greater customization and integration capabilities: Zoho CRM leads with higher customization options, including custom fields, objects, and a scripting environment for tailored solutions. It also offers a broader API for custom integration, making it more adaptable to various business needs compared to Copper.
- Enhanced social CRM features: Zoho CRM provides robust social CRM features, including social data and social engagement tools, which are far more advanced than Copper's offerings. This makes Zoho CRM a better choice for businesses looking to leverage social media for customer engagement and lead generation.
- More comprehensive third-party software integrations: Zoho CRM supports a wider range of integrations with third-party software, particularly in marketing automation and compensation management. This allows for more seamless workflows and extended functionalities beyond the CRM itself.
Disadvantages of using Zoho CRM over Copper CRM
- Complexity and usability: While Zoho CRM offers a plethora of features and customization options, this complexity can be a disadvantage for users seeking simplicity and ease of use. Copper CRM is generally found to be easier to use, set up, and administer, making it potentially a better fit for smaller teams or businesses that prioritize user-friendliness.
- Integration with google workspace: Copper CRM is specifically designed for and recommended by Google, offering seamless integration with Google Workspace. This makes Copper a more integrated solution for businesses heavily using Google products, a niche where Zoho CRM might not perform as seamlessly.
- Customer support experience: Some users have reported challenges with Zoho CRM's customer support, describing it as less satisfactory compared to their expectations. Copper CRM, on the other hand, might offer a more user-friendly support experience, although it's important to consider the overall context and individual business needs.
- Pricing and value for money: Although Zoho CRM is recognized for its wide range of features and scalability, some users might find Copper CRM to offer better value for money, especially businesses that require a straightforward CRM solution without the need for extensive customization or integration.
7. Salesforce
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Salesforce Sales Cloud is a customer relationship management (CRM) solution developed by Salesforce, designed to help businesses manage their sales processes and customer interactions efficiently.
- Use cases: Sales process management, collaboration, tracking tasks, and managing customer interactions.
- Features: Sales process management, collaborative nature, user-friendliness, and ability to keep track of tasks.
- Price: Data Cloud Starter for Marketing edition is priced at $108,000/organization/year, billed annually. Additional credits for Segmentation & Activations and Data Services are available at $1,000/100,000 credits, billed annually. See the Salesforce Sales Cloud pricing page for more details.
- Reviews: Salesforce Sales Cloud has an overall rating of 4.3/5 stars on G2.
- Available as a provider within Clay: No
Advantages of using Salesforce over Copper CRM
- Comprehensive contact management: Salesforce offers a detailed view of customer interactions, enabling businesses to track every transaction and response to communications. This deep insight into contact preferences sets Salesforce apart.
- Extensive integration options: With over 2500 integration opportunities, Salesforce provides a wide array of options for uploading existing data and connecting with other software, significantly outpacing Copper's integration capabilities.
- Advanced sales automation and customization: Salesforce's robust features for sales automation and customization help businesses design and monitor workflows and sales pipelines more efficiently than Copper, offering advanced tools for managing customer data.
- Scalability and mobile support: Salesforce shines in scalability and mobile support, ensuring that the platform can grow with your business and be effectively used on mobile devices, enhancing flexibility and productivity.
Disadvantages of using Salesforce over Copper CRM
- Complexity and usability: The high level of customization and advanced features in Salesforce can be overwhelming for users who are not tech-savvy, potentially making Copper a more user-friendly option for smaller businesses or those with simpler needs.
- Integration with Google Workspace: Copper CRM offers seamless integration with Google Workspace, providing a more intuitive experience for users reliant on Google's tools, an area where Salesforce may not offer as cohesive an integration.
- Ease of use for sales teams: Copper CRM is praised for its user-friendly interface and features tailored to sales teams, such as reach-out reminders and automation, which may make it more appealing for teams seeking simplicity and direct integration with GSuite.
- Pricing flexibility: Copper CRM's pricing structure is tailored to accommodate a specific number of users and larger storage capacities, which may offer more flexibility for small to medium-sized businesses with tighter budgets compared to Salesforce's pricing.
8. Agile CRM
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Agile CRM is a customer relationship management system that provides a wide range of tools for sales, marketing, and customer service.
- Use cases: Automating sales, managing contacts, tracking deals, scheduling appointments, email marketing, landing page building, social CRM, mobile marketing, helpdesk, ticket feedback, knowledge base, and smart views.
- Features: Sales, marketing, and service functionalities, integrations with Google Apps, Twilio, and LinkedIn, and access to 30+ apps through the 500APPS initiative.
- Price: Agile CRM offers four pricing plans: Free, Starter, Regular, and Enterprise. The Free plan is available for 10 users with no credit card required.
- Reviews: Agile CRM has an overall rating of 4.0 out of 5 stars on G2.
- Available as a provider within Clay: No
Advantages of using Agile CRM over Copper CRM
- Comprehensive contact management: Agile CRM excels in providing a detailed overview of customer interactions, consolidating information such as social media profiles, communication history, and engagement points on a single page for easy access and real-time updates.
- Advanced alerts and notifications: It distinguishes itself with a robust notification system that delivers real-time alerts on important customer activities, customizable to user preferences for optimal engagement and responsiveness.
- Robust integrations: Agile CRM boasts a wide range of integrations with essential apps and solutions, enhancing its functionality for social networking, voice messaging, contact syncing, and email marketing, thereby offering a more comprehensive CRM solution.
- User-friendly experience: Known for its intuitive interface and focus on visualizing the customer journey, Agile CRM provides a seamless user experience with a dashboard that simplifies navigation and CRM task management.
Disadvantages of using Agile CRM over Copper CRM
- Limited deployment options: Primarily offering a cloud-based solution, Agile CRM may not meet the needs of businesses requiring on-premises or hybrid deployment options, potentially limiting its applicability for certain organizations.
- Scalability concerns: Despite its strengths, Agile CRM might present scalability challenges, particularly for larger enterprises, in contrast to Copper CRM's capabilities, which are designed to seamlessly integrate with Google applications and support extensive customization and scalability.
- Focused integration with Google Suite: While Agile CRM offers broad integration capabilities, Copper CRM's targeted integration with Google Suite provides a significant advantage for businesses deeply integrated into Google's ecosystem, potentially making Copper a more suitable choice for those users.
- Automated data enrichment: Copper CRM's auto-enrich feature, which automatically searches the web for relevant contact information, minimizes manual data entry efforts. Agile CRM, although comprehensive in contact management, may lack such advanced automated data enrichment capabilities, necessitating more manual effort to keep contact profiles current.
9. Freshworks CRM
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Freshservice, developed by Freshworks, is a tool for managing IT services that makes department processes easier with a user-friendly design, smart AI, and automation features.
- Use cases: IT service management, IT operations management, IT asset management, and project management.
- Features: Modern and intuitive interface, AI and automation capabilities, various modules for different IT management needs, and industry expert recommendations.
- Price: Freshservice offers four pricing plans: Starter ($29/agent/month), Growth ($59/agent/month), Pro ($115/agent/month), and Enterprise ($145/agent/month). A free trial is available for each tier.
- Reviews: Freshworks has an average rating of 4.5 out of 5 stars from 7,137 reviews on G2.
- Available as a provider within Clay: No
Advantages of using Freshworks CRM over Copper CRM
- Affordability for small businesses: Freshworks CRM is seen as a more budget-friendly option, particularly for smaller companies, offering various pricing plans that are generally more accessible compared to those of Copper CRM.
- HIPAA compliance: Freshworks CRM provides HIPAA-compliant options, essential for businesses that need to adhere to the standards for protecting sensitive patient health information.
- Advanced AI capabilities with Freddy AI: Equipped with Freddy AI, Freshworks CRM enhances lead scoring with artificial intelligence, providing valuable insights into the quality of leads and their suitability for the business.
- Superior lead capture through social media: Freshworks CRM facilitates lead capture via social media with integrations that allow for the creation and attachment of lead capture forms to ads on platforms such as Facebook, a feature not as emphasized in Copper CRM.
Disadvantages of using Freshworks CRM over Copper CRM
- Limited third-party integrations: Compared to Copper CRM, Freshworks CRM may offer fewer integrations with third-party apps, which could limit the ability to create a fully integrated tech stack for businesses that rely on a wide range of tools.
- Lower customization in custom fields and objects: Freshworks CRM's customization options, particularly regarding custom fields and objects, may not be as flexible as those offered by some competitors, which could be a drawback for businesses needing highly tailored CRM solutions.
- Less focus on security features: Although Freshworks CRM provides a secure environment, it may not offer as comprehensive a range of security features as some competitors, with Copper CRM often rated higher in security evaluations.
- Potential challenges for larger enterprises: Freshworks CRM is best suited for SMBs due to its affordability and user-friendly interface. However, larger enterprises with more complex needs might find the platform less accommodating compared to others that offer more sophisticated features or customization options for handling a vast number of contacts and deals.
10. Apptivo
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Apptivo is a business management software designed to simplify operations and streamline various aspects of your business.
- Use cases: Sales automation, marketing, data management, security, intelligence and reporting, integration, mobile apps, premium support, and professional services.
- Features: Sales automation, marketing, data management, security, intelligence and reports, integration, mobile apps, premium support, and professional services.
- Price: Apptivo offers four pricing plans: Lite, Premium, Ultimate, and Enterprise. Prices range from $10 to $25 per user per month, with a 30-day free trial available.
- Reviews: Apptivo has an overall rating of 4.4/5 on G2.
- Available as a provider within Clay: No
Advantages of using Apptivo over Copper CRM
- Comprehensive feature set for diverse business needs: Apptivo offers a wide array of features including contact management, project management, invoicing, and supply chain management, which are tailored to accommodate a broad spectrum of business operations, providing a more versatile solution compared to Copper CRM.
- Flexibility and customization: Apptivo is highlighted for its flexibility and customization capabilities, allowing businesses to tailor the CRM to their specific needs. This level of adaptability ensures that businesses can adjust and configure the platform according to their unique processes and workflows.
- Strong invoicing and financial tools: Apptivo's strong suite of invoicing and financial tools, including expense reports, ledgers, and sales receipts, positions it as a more comprehensive solution for businesses looking for integrated financial management within their CRM platform.
- Superior value for money: Users have rated Apptivo highly for its value for money, indicating that it offers a significant return on investment with its robust features and competitive pricing. This advantage is especially notable for smaller businesses that need to maximize their resources.
Disadvantages of using Apptivo over Copper CRM
- Complexity for large enterprises: While Apptivo is ideal for small to medium-sized businesses, it may not be as well-suited for large corporations or enterprises that might require more advanced or specialized CRM functionalities.
- Limitations in free and lower-tier plans: The free and lower-tier plans of Apptivo have limitations in terms of integrations and features available, which might necessitate an upgrade to more expensive plans for businesses needing comprehensive integrations and functionalities.
- User interface and navigation challenges: Some users have noted challenges with navigating through Apptivo's extensive features, indicating that new users might face a learning curve to fully utilize the platform efficiently.
- Customer support variability: While Apptivo generally provides good customer support, there have been mentions of variability in support quality, especially for users on free or lower-tier plans. This could affect businesses relying heavily on timely and effective support for their operations.
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Copper is a CRM software solution company that offers a range of features for managing contacts, automating tasks, email and marketing tools, tracking deals, and generating reports. It integrates with Google Workspace, making it easy for users to manage their contacts, deals, emails, and more in one place. In this article, we will explore the top 10 alternatives to Copper.
If you’re looking to enrich your CRM, consider Clay for unparalleled efficiency. It connects you to a network of over 50 data providers, utilizing an innovative waterfalling method for simultaneous processing. Enjoy extensive data enrichment from industry leaders like Clearbit and Lusha, all within a single platform. Clay's integration with your CRM system is smooth and seamless, optimizing your workflow and allowing you to concentrate on essential tasks while it handles data enrichment.
1. Bitrix24
![](https://cdn.prod.website-files.com/61702af2e3966e09c4101538/66ba7a9697a991aad201a385_65eab3df77a33c674e2615b1_Bitrix24.png)
Bitrix24 is a comprehensive business software platform designed to streamline collaboration, CRM, tasks and projects, contact center, websites and online stores, and HR and automation.
- Use cases: Collaboration, CRM, tasks and projects, contact center, websites and online stores, HR and automation.
- Features: User-friendly interface, good video quality, everything in one place, and a wide range of tools for various business needs.
- Price: Bitrix24 offers five pricing plans: Free, Basic ($49/organization/month), Standard ($99/organization/month), Professional ($199/organization/month), and Enterprise ($399/organization/month), all billed annually. A 15-day free trial is also available.
- Reviews: Bitrix24 has an overall rating of 4.1 out of 5 stars on G2.
- Available as a provider within Clay: No
Advantages of using Bitrix24 over Copper CRM
- Comprehensive suite with self-hosted option: Bitrix24 stands out with its broad range of functionalities and the unique self-hosted solution it offers, which allows for greater data control and customization beyond what Copper CRM provides.
- Advanced call center capabilities: Offering a more sophisticated set of call center features, including PBX and telemarketing functionalities, Bitrix24 is better equipped to support businesses that rely heavily on telephony operations compared to Copper CRM.
- Superior document management: Bitrix24 surpasses Copper CRM with its extensive document management capabilities, making it ideal for businesses that deal with a high volume of documents and require advanced management and tracking features.
- Higher customizability and integrations: With its ability to deeply customize and integrate with a wide array of tools such as Slack, Zendesk, and QuickBooks, Bitrix24 provides a level of flexibility and ecosystem integration that Copper CRM may not match.
Disadvantages of using Bitrix24 over Copper CRM
- Complexity and usability: The extensive feature set of Bitrix24 can lead to complexity and a steeper learning curve, potentially making Copper CRM a more user-friendly option for smaller teams or businesses with simpler CRM needs.
- Integration with Google Workspace: Copper CRM's seamless integration with Google Workspace offers a tightly integrated experience for users of Google's suite, an area where Bitrix24 might not deliver as cohesive an integration.
- Pricing structure: The pricing model of Bitrix24 can be complex and may become costly as businesses grow and require more features, whereas Copper CRM's pricing is more straightforward and potentially easier for businesses to navigate and budget for.
- Focus on sales and marketing tools: Copper CRM specifically tailors its features towards sales and marketing, with a strong emphasis on contact management and workflow automation, which might make it more appealing to businesses looking for a CRM with a strong sales and marketing focus compared to the broader toolset of Bitrix24.
2. Salesmate
![](https://cdn.prod.website-files.com/61702af2e3966e09c4101538/66ba7ab704c147851395456a_65eab40936ca309c143a24f6_Copper.png)
Salesmate is designed for all teams and offers advanced automation to streamline processes and customer journeys. With features such as sales pipelines, sales automation, smart emails, built-in calling and texting, meeting scheduler, power dialer, live chat, marketing automation, and mobile CRM, Salesmate is a comprehensive CRM software for various industries and use cases.
- Use cases: Inbound sales, outbound sales, remote sales, account-based sales, sales reps, sales leaders, and industries like startups, small businesses, real estate, insurance, finance, and construction.
- Features: Sales pipelines, sales automation, smart emails, built-in calling, built-in texting, meeting scheduler, power dialer, live chat, marketing automation, and mobile CRM.
- Price: Basic ($29/user/mo), Pro ($49/user/mo), Business ($79/user/mo), and Enterprise (custom pricing). See the Salesmate pricing page for more details.
- Reviews: Salesmate has an overall rating of 4.6/5 stars on G2.
- Available as a provider within Clay: No
Advantages of using Salesmate over Copper CRM
- Higher user satisfaction and ratings: Salesmate generally receives higher ratings from users, particularly in terms of ease of use, value for money, customer support, and functionality. Users have noted Salesmate's ease of use and the effectiveness of its features for sales processes, as well as excellent customer support through quick and helpful responses via chat.
- Superior reporting and analytics: Salesmate is praised for its superior reporting and analytics capabilities, offering detailed insights into sales performance, forecasting accuracy, pipeline visualization, and customizable reports. These features are rated significantly higher compared to Copper, indicating a robust platform for data-driven decision-making.
- Enhanced customization and security features: Salesmate offers better customization options, including custom fields, objects, and a scripting environment for tailored workflows. Additionally, it provides strong security features with single sign-on capability and role-based user permissions, ensuring a secure and personalized CRM experience.
- Comprehensive third-party integrations: The platform boasts a wider range of integrations with third-party software, especially in marketing automation. This flexibility allows businesses to seamlessly connect Salesmate with other tools they use, enhancing the overall productivity and efficiency of sales operations.
Disadvantages of using Salesmate over Copper CRM
- Limited social CRM features: Compared to Copper, Salesmate does not focus as much on social CRM features, such as social data and engagement. This might limit businesses looking to integrate their social media management closely with their CRM activities.
- Smaller user base: Salesmate has fewer reviews than Copper, suggesting a smaller user base. This could imply less community support and fewer resources for troubleshooting or tips from other users, potentially affecting new users looking for a widely adopted CRM solution.
- Lag on desktop: Some users have reported occasional lag on the desktop version of Salesmate, which might affect productivity, especially for users who rely heavily on the desktop interface for their daily operations.
- Lack of a tablet app: While Salesmate provides a mobile app, there is no specific app available for tablets, which could limit the flexibility for users who prefer working on a larger mobile screen for their CRM tasks.
3. Nimble CRM
![](https://cdn.prod.website-files.com/61702af2e3966e09c4101538/66ba7a9697a991aad201a391_65eab488163c4c9c254d5484_Nimble.png)
Nimble is a social customer relationship management (CRM) solution that offers features such as relationship management, prospect marketing and outreach, sales automation, inbox and mobile CRM, workflows and automations, web forms, and integration with Microsoft 365 and Google Workspace.
- Use cases: Relationship management, prospect marketing and outreach, sales automation, inbox and mobile CRM, workflows and automations, web forms, and integration with Microsoft 365 and Google Workspace.
- Features: Unify and enrich contacts, access valuable relationships from anywhere using the Nimble Prospector browser extension, manage relationships, and stay on top of everything with Nimble's CRM software.
- Price: Monthly plan ($29.90/user/mo) and Annual plan ($24.90/user/mo, save up to 17% with annual pricing). Both plans include 25,000 contact records, 2 GB/user storage, Microsoft 365 & Google Workspace integration, Nimble Prospector, and a 14-day trial. See the Nimble pricing page for more details.
- Reviews: Nimble has an overall rating of 4.5/5 stars on G2.
- Available as a provider within Clay: No
Advantages of using Nimble CRM over Copper CRM
- Strong social engagement: Nimble CRM excels in social engagement, offering comprehensive tools to monitor and interact with customers across social media platforms. This feature is significantly emphasized in Nimble, providing a more robust approach to strengthening brand presence and gathering valuable insights from social interactions compared to Copper CRM.
- Superior team collaboration: Nimble encourages effective communication and collaboration among team members, ensuring a unified approach to customer relationship management. It facilitates better internal teamwork dynamics, optimizing customer interactions more effectively than Copper CRM.
- Enhanced workflows and process automation: Nimble offers more streamlined workflows and process automation, reducing manual workloads and enabling teams to focus more on strategic engagement with customers. This automation extends across various CRM processes, making it easier for users to manage repetitive tasks efficiently.
- Greater focus on tracking and managing a large number of contacts: Users have found Nimble's tracking features particularly useful for managing extensive contact databases. This advantage is crucial for businesses that require efficient handling and organization of their contacts, with seamless group chat integrations to enhance product discussions and collaborations.
Disadvantages of using Nimble CRM over Copper CRM
- Integration with G Suite and Gmail: Copper CRM is known for its seamless integration with GSuite and Gmail, simplifying data management and access to contact information. This level of integration is a significant advantage for users heavily invested in Google's ecosystem, which Nimble may not match as closely.
- Value for money: While both platforms offer robust features, Copper CRM users have noted the platform's good value for its price, especially considering its comprehensive sales tools and functionalities. Nimble, although offering a wide range of features, might present a different value proposition depending on the specific needs and budget considerations of a business.
- User experience with large databases: Some users of Nimble have experienced challenges when dealing with very large databases of contacts, noting difficulties in uploading all contacts efficiently. This issue can become a significant headache for businesses that rely on extensive contact management and may require more streamlined solutions offered by Copper CRM.
- Ad and spam interruptions: Nimble users have reported interruptions due to spam ads and suggested info pages within the platform. This can detract from the user experience, particularly for project managers and users who prefer a more streamlined, ad-free environment, an area where Copper CRM may offer a cleaner user interface.
4. Hubspot
![](https://cdn.prod.website-files.com/61702af2e3966e09c4101538/66ba7a9697a991aad201a38b_65eab4688653639b4296739e_HubSpot.png)
HubSpot is a comprehensive customer platform that offers software, tools, and resources for businesses, including marketing, sales, customer service, content management, operations, and commerce solutions.
- Use cases: Marketing automation, email marketing, SEO optimization, social media management, analytics, sales process management, customer service, and content management.
- Features: Marketing Hub, Sales Hub, Service Hub, CMS Hub, Operations Hub, Commerce Hub, AI tools, app marketplace, and integration with popular apps.
- Price: Marketing Hub Professional ($800/mo), Marketing Hub Enterprise ($3,600/mo), and a Starter plan with undisclosed pricing. Save 10% with an annual commitment. Professional Onboarding fee of $3,000. See the HubSpot pricing page for more details.
- Reviews: HubSpot Sales Hub has an overall rating of 4.4/5 stars on G2.
- Available as a provider within Clay: Yes
Advantages of using HubSpot over Copper
- User-friendly interface with comprehensive onboarding: HubSpot stands out with its easy-to-navigate interface and thorough onboarding resources, which streamline the learning process for new users. This level of user support and customization options is more comprehensive than what Copper typically offers.
- Advanced marketing automation and customizable workflows: HubSpot shines in its advanced marketing automation capabilities, offering a wide range of features that allow for sophisticated lead nurturing and email marketing strategies. Its visual workflow editor simplifies the creation of complex workflows, a feature that goes beyond the basic automation capabilities of Copper.
- Extensive integrations and a dedicated app marketplace: Offering a vast ecosystem of integrations, HubSpot provides users with the flexibility to connect with numerous third-party apps and tools, enhancing their CRM experience. This extensive support for integrations surpasses the more limited options available in Copper.
- Superior email and social media marketing tools: HubSpot's digital marketing tools, particularly for email and social media, are of high quality and offer functionalities that surpass those found in Copper. This makes HubSpot a preferred choice for businesses that prioritize robust digital marketing efforts.
Disadvantages of using HubSpot over Copper
- Cost considerations for long-term use: While initially appealing due to its free CRM plan and competitive pricing, HubSpot's cost can significantly increase with renewals and as businesses delve deeper into its ecosystem. This aspect of long-term use can be more expensive compared to the more straightforward pricing structure of Copper.
- Potentially overwhelming feature set for smaller teams: The extensive suite of tools provided by HubSpot, though beneficial for larger businesses, may overwhelm smaller teams or those new to CRM software. In contrast, Copper's simpler and more focused CRM solution might be a better fit for smaller businesses or those that rely heavily on Google Workspace.
- All-in-one solution vs. best-in-class tool approach: HubSpot's approach as an all-in-one solution might lead to a jack-of-all-trades scenario, where it does many things adequately but may not excel in specific areas. Copper's focus on core CRM functionalities and the ability to integrate with best-in-class third-party tools might offer a more tailored solution for some businesses.
- Increased dependency on HubSpot's ecosystem: The deeper a business integrates with HubSpot's comprehensive suite of sales, marketing, and service tools, the more reliant it becomes on their ecosystem. This dependency could limit flexibility in adopting or transitioning to other tools in the future, unlike Copper's model, which may offer greater flexibility through its strong integration with Google Workspace and emphasis on customization via third-party integrations.
5. Pipedrive
![](https://cdn.prod.website-files.com/61702af2e3966e09c4101538/66ba7a9597a991aad201a356_65eab4575c4cf0c47d4b08ab_Pipedrive.png)
Pipedrive is a sales-focused CRM solution designed to help businesses manage their sales processes and customer interactions efficiently.
- Use cases: Sales process management, email marketing, project management, lead generation, web visitor tracking, and document management.
- Features: Sales software, email marketing software, project management software, marketplace integrations, lead generation software, web visitor tracking, and documents and templates.
- Price: Essential plan ($14.90/user/mo billed annually), Advanced plan ($27.90/user/mo billed annually), Professional plan ($49.90/user/mo billed annually), Power plan ($64.90/user/mo billed annually), and Enterprise plan ($99.00/user/mo billed annually). Save up to 32% with annual billing. See the Pipedrive pricing page for more details.
- Reviews: Pipedrive has an overall rating of 4.2/5 stars on G2.
- Available as a provider within Clay: Yes
Advantages of using Pipedrive over Copper CRM
- Sales performance management: Pipedrive provides a more detailed analysis and actionable insights for improving sales performance compared to Copper CRM. It excels in monitoring and evaluating sales team activities, enabling data-driven decisions to enhance sales efficiency and increase revenue.
- Social engagement: With better capabilities for monitoring and interacting with customers through social media platforms, Pipedrive strengthens brand presence, gathers valuable insights, and enhances customer relations in the digital landscape more effectively than Copper CRM.
- Team collaboration: Pipedrive promotes better communication and collaboration among team members, optimizing customer interactions and ensuring a unified approach to customer relationship management, which is highlighted as stronger compared to Copper CRM.
- Mobile support: Offering comprehensive mobile support, Pipedrive ensures users can effectively use the software on mobile devices, enhancing flexibility and productivity for sales teams on the go. This feature allows for better on-the-go access and usability compared to Copper CRM.
Disadvantages of using Pipedrive over Copper CRM
- G Suite and Gmail integration: Copper CRM offers seamless integration with G Suite and Gmail, simplifying management of data and access to contact information. This is an area where Pipedrive may not offer as integrated an experience as Copper, making Copper a preferable option for users heavily invested in Google Workspace.
- Ease of use: Copper CRM's interface is noted for its simplicity and intuitiveness, potentially offering a smoother experience for Google users compared to Pipedrive, which, while also user-friendly, may not be as seamlessly integrated with Google Workspace.
- Value for money: Copper CRM's features, such as reach-out reminders, prompts, and automation, are highlighted as providing excellent value, particularly for sales-focused users, whereas Pipedrive, despite offering a great free plan, may not provide the same level of value for money in overall terms.
- Customization limitations: Pipedrive is criticized for not allowing as much customization as some enterprise-level platforms, including Copper CRM. This could be a disadvantage for businesses seeking a highly customizable CRM solution that can be tailored to fit their unique processes and workflows.
6. Zoho CRM
![](https://cdn.prod.website-files.com/61702af2e3966e09c4101538/66ba7a9697a991aad201a396_65eab4445bae3d0be7ebef20_Zoho.png)
Zoho CRM is a customer relationship management software that offers a wide range of features, including sales force automation, process management, performance management, analytics, omnichannel communication, team collaboration, predictive sales and intelligence, and customization.
- Use cases: Sales force automation, process management, performance management, analytics, omnichannel communication, team collaboration, predictive sales and intelligence, and customization.
- Features: Automation, customization, analytics, artificial intelligence, marketing automation, and integration with other software.
- Price: Standard ($14/user/mo billed annually), Professional ($23/user/mo billed annually), Enterprise ($40/user/mo billed annually), Ultimate ($52/user/mo billed annually). Save up to 34% with annual billing. Free trial available for all pricing plans. See the Zoho CRM pricing page for more details.
- Reviews: Zoho CRM has an overall rating of 4.0/5 stars on G2.
- Available as a provider within Clay: No
Advantages of using Zoho CRM over Copper CRM
- Superior CRM project management and reporting: Zoho CRM excels in task management, billing and invoicing management, and reporting, scoring significantly higher than Copper in user reviews. It offers a more comprehensive and effective solution for managing complex projects and generating insightful reports.
- Greater customization and integration capabilities: Zoho CRM leads with higher customization options, including custom fields, objects, and a scripting environment for tailored solutions. It also offers a broader API for custom integration, making it more adaptable to various business needs compared to Copper.
- Enhanced social CRM features: Zoho CRM provides robust social CRM features, including social data and social engagement tools, which are far more advanced than Copper's offerings. This makes Zoho CRM a better choice for businesses looking to leverage social media for customer engagement and lead generation.
- More comprehensive third-party software integrations: Zoho CRM supports a wider range of integrations with third-party software, particularly in marketing automation and compensation management. This allows for more seamless workflows and extended functionalities beyond the CRM itself.
Disadvantages of using Zoho CRM over Copper CRM
- Complexity and usability: While Zoho CRM offers a plethora of features and customization options, this complexity can be a disadvantage for users seeking simplicity and ease of use. Copper CRM is generally found to be easier to use, set up, and administer, making it potentially a better fit for smaller teams or businesses that prioritize user-friendliness.
- Integration with google workspace: Copper CRM is specifically designed for and recommended by Google, offering seamless integration with Google Workspace. This makes Copper a more integrated solution for businesses heavily using Google products, a niche where Zoho CRM might not perform as seamlessly.
- Customer support experience: Some users have reported challenges with Zoho CRM's customer support, describing it as less satisfactory compared to their expectations. Copper CRM, on the other hand, might offer a more user-friendly support experience, although it's important to consider the overall context and individual business needs.
- Pricing and value for money: Although Zoho CRM is recognized for its wide range of features and scalability, some users might find Copper CRM to offer better value for money, especially businesses that require a straightforward CRM solution without the need for extensive customization or integration.
7. Salesforce
![](https://cdn.prod.website-files.com/61702af2e3966e09c4101538/66ba7a9697a991aad201a38e_65eab434d81f78a9e9eb0e8b_Salesforce.png)
Salesforce Sales Cloud is a customer relationship management (CRM) solution developed by Salesforce, designed to help businesses manage their sales processes and customer interactions efficiently.
- Use cases: Sales process management, collaboration, tracking tasks, and managing customer interactions.
- Features: Sales process management, collaborative nature, user-friendliness, and ability to keep track of tasks.
- Price: Data Cloud Starter for Marketing edition is priced at $108,000/organization/year, billed annually. Additional credits for Segmentation & Activations and Data Services are available at $1,000/100,000 credits, billed annually. See the Salesforce Sales Cloud pricing page for more details.
- Reviews: Salesforce Sales Cloud has an overall rating of 4.3/5 stars on G2.
- Available as a provider within Clay: No
Advantages of using Salesforce over Copper CRM
- Comprehensive contact management: Salesforce offers a detailed view of customer interactions, enabling businesses to track every transaction and response to communications. This deep insight into contact preferences sets Salesforce apart.
- Extensive integration options: With over 2500 integration opportunities, Salesforce provides a wide array of options for uploading existing data and connecting with other software, significantly outpacing Copper's integration capabilities.
- Advanced sales automation and customization: Salesforce's robust features for sales automation and customization help businesses design and monitor workflows and sales pipelines more efficiently than Copper, offering advanced tools for managing customer data.
- Scalability and mobile support: Salesforce shines in scalability and mobile support, ensuring that the platform can grow with your business and be effectively used on mobile devices, enhancing flexibility and productivity.
Disadvantages of using Salesforce over Copper CRM
- Complexity and usability: The high level of customization and advanced features in Salesforce can be overwhelming for users who are not tech-savvy, potentially making Copper a more user-friendly option for smaller businesses or those with simpler needs.
- Integration with Google Workspace: Copper CRM offers seamless integration with Google Workspace, providing a more intuitive experience for users reliant on Google's tools, an area where Salesforce may not offer as cohesive an integration.
- Ease of use for sales teams: Copper CRM is praised for its user-friendly interface and features tailored to sales teams, such as reach-out reminders and automation, which may make it more appealing for teams seeking simplicity and direct integration with GSuite.
- Pricing flexibility: Copper CRM's pricing structure is tailored to accommodate a specific number of users and larger storage capacities, which may offer more flexibility for small to medium-sized businesses with tighter budgets compared to Salesforce's pricing.
8. Agile CRM
![](https://cdn.prod.website-files.com/61702af2e3966e09c4101538/66ba7a9697a991aad201a372_65eab478645af3661d171988_Agile%2520CRM.png)
Agile CRM is a customer relationship management system that provides a wide range of tools for sales, marketing, and customer service.
- Use cases: Automating sales, managing contacts, tracking deals, scheduling appointments, email marketing, landing page building, social CRM, mobile marketing, helpdesk, ticket feedback, knowledge base, and smart views.
- Features: Sales, marketing, and service functionalities, integrations with Google Apps, Twilio, and LinkedIn, and access to 30+ apps through the 500APPS initiative.
- Price: Agile CRM offers four pricing plans: Free, Starter, Regular, and Enterprise. The Free plan is available for 10 users with no credit card required.
- Reviews: Agile CRM has an overall rating of 4.0 out of 5 stars on G2.
- Available as a provider within Clay: No
Advantages of using Agile CRM over Copper CRM
- Comprehensive contact management: Agile CRM excels in providing a detailed overview of customer interactions, consolidating information such as social media profiles, communication history, and engagement points on a single page for easy access and real-time updates.
- Advanced alerts and notifications: It distinguishes itself with a robust notification system that delivers real-time alerts on important customer activities, customizable to user preferences for optimal engagement and responsiveness.
- Robust integrations: Agile CRM boasts a wide range of integrations with essential apps and solutions, enhancing its functionality for social networking, voice messaging, contact syncing, and email marketing, thereby offering a more comprehensive CRM solution.
- User-friendly experience: Known for its intuitive interface and focus on visualizing the customer journey, Agile CRM provides a seamless user experience with a dashboard that simplifies navigation and CRM task management.
Disadvantages of using Agile CRM over Copper CRM
- Limited deployment options: Primarily offering a cloud-based solution, Agile CRM may not meet the needs of businesses requiring on-premises or hybrid deployment options, potentially limiting its applicability for certain organizations.
- Scalability concerns: Despite its strengths, Agile CRM might present scalability challenges, particularly for larger enterprises, in contrast to Copper CRM's capabilities, which are designed to seamlessly integrate with Google applications and support extensive customization and scalability.
- Focused integration with Google Suite: While Agile CRM offers broad integration capabilities, Copper CRM's targeted integration with Google Suite provides a significant advantage for businesses deeply integrated into Google's ecosystem, potentially making Copper a more suitable choice for those users.
- Automated data enrichment: Copper CRM's auto-enrich feature, which automatically searches the web for relevant contact information, minimizes manual data entry efforts. Agile CRM, although comprehensive in contact management, may lack such advanced automated data enrichment capabilities, necessitating more manual effort to keep contact profiles current.
9. Freshworks CRM
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Freshservice, developed by Freshworks, is a tool for managing IT services that makes department processes easier with a user-friendly design, smart AI, and automation features.
- Use cases: IT service management, IT operations management, IT asset management, and project management.
- Features: Modern and intuitive interface, AI and automation capabilities, various modules for different IT management needs, and industry expert recommendations.
- Price: Freshservice offers four pricing plans: Starter ($29/agent/month), Growth ($59/agent/month), Pro ($115/agent/month), and Enterprise ($145/agent/month). A free trial is available for each tier.
- Reviews: Freshworks has an average rating of 4.5 out of 5 stars from 7,137 reviews on G2.
- Available as a provider within Clay: No
Advantages of using Freshworks CRM over Copper CRM
- Affordability for small businesses: Freshworks CRM is seen as a more budget-friendly option, particularly for smaller companies, offering various pricing plans that are generally more accessible compared to those of Copper CRM.
- HIPAA compliance: Freshworks CRM provides HIPAA-compliant options, essential for businesses that need to adhere to the standards for protecting sensitive patient health information.
- Advanced AI capabilities with Freddy AI: Equipped with Freddy AI, Freshworks CRM enhances lead scoring with artificial intelligence, providing valuable insights into the quality of leads and their suitability for the business.
- Superior lead capture through social media: Freshworks CRM facilitates lead capture via social media with integrations that allow for the creation and attachment of lead capture forms to ads on platforms such as Facebook, a feature not as emphasized in Copper CRM.
Disadvantages of using Freshworks CRM over Copper CRM
- Limited third-party integrations: Compared to Copper CRM, Freshworks CRM may offer fewer integrations with third-party apps, which could limit the ability to create a fully integrated tech stack for businesses that rely on a wide range of tools.
- Lower customization in custom fields and objects: Freshworks CRM's customization options, particularly regarding custom fields and objects, may not be as flexible as those offered by some competitors, which could be a drawback for businesses needing highly tailored CRM solutions.
- Less focus on security features: Although Freshworks CRM provides a secure environment, it may not offer as comprehensive a range of security features as some competitors, with Copper CRM often rated higher in security evaluations.
- Potential challenges for larger enterprises: Freshworks CRM is best suited for SMBs due to its affordability and user-friendly interface. However, larger enterprises with more complex needs might find the platform less accommodating compared to others that offer more sophisticated features or customization options for handling a vast number of contacts and deals.
10. Apptivo
![](https://cdn.prod.website-files.com/61702af2e3966e09c4101538/66ba7a9697a991aad201a376_65eab3f8de3ab04e43a37b7c_Apptivo.png)
Apptivo is a business management software designed to simplify operations and streamline various aspects of your business.
- Use cases: Sales automation, marketing, data management, security, intelligence and reporting, integration, mobile apps, premium support, and professional services.
- Features: Sales automation, marketing, data management, security, intelligence and reports, integration, mobile apps, premium support, and professional services.
- Price: Apptivo offers four pricing plans: Lite, Premium, Ultimate, and Enterprise. Prices range from $10 to $25 per user per month, with a 30-day free trial available.
- Reviews: Apptivo has an overall rating of 4.4/5 on G2.
- Available as a provider within Clay: No
Advantages of using Apptivo over Copper CRM
- Comprehensive feature set for diverse business needs: Apptivo offers a wide array of features including contact management, project management, invoicing, and supply chain management, which are tailored to accommodate a broad spectrum of business operations, providing a more versatile solution compared to Copper CRM.
- Flexibility and customization: Apptivo is highlighted for its flexibility and customization capabilities, allowing businesses to tailor the CRM to their specific needs. This level of adaptability ensures that businesses can adjust and configure the platform according to their unique processes and workflows.
- Strong invoicing and financial tools: Apptivo's strong suite of invoicing and financial tools, including expense reports, ledgers, and sales receipts, positions it as a more comprehensive solution for businesses looking for integrated financial management within their CRM platform.
- Superior value for money: Users have rated Apptivo highly for its value for money, indicating that it offers a significant return on investment with its robust features and competitive pricing. This advantage is especially notable for smaller businesses that need to maximize their resources.
Disadvantages of using Apptivo over Copper CRM
- Complexity for large enterprises: While Apptivo is ideal for small to medium-sized businesses, it may not be as well-suited for large corporations or enterprises that might require more advanced or specialized CRM functionalities.
- Limitations in free and lower-tier plans: The free and lower-tier plans of Apptivo have limitations in terms of integrations and features available, which might necessitate an upgrade to more expensive plans for businesses needing comprehensive integrations and functionalities.
- User interface and navigation challenges: Some users have noted challenges with navigating through Apptivo's extensive features, indicating that new users might face a learning curve to fully utilize the platform efficiently.
- Customer support variability: While Apptivo generally provides good customer support, there have been mentions of variability in support quality, especially for users on free or lower-tier plans. This could affect businesses relying heavily on timely and effective support for their operations.
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