Apptivo vs Copper Comparison

Overview

Apptivo is a customer relationship management app that allows businesses to create and manage customer accounts with information...

Copper is the easy-to-use CRM that’s designed for and recommended by Google. Get started in minutes.

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Screenshots

Pricing

Starting from
$10.00/mo.month
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based
Starting from
$19.00/mo.month
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

5

4

3

2

1

246

165

38

8

4

  • Value for money
  • Ease of use
  • Features
  • Customer support
98%
would recommend this app

5

4

3

2

1

249

114

25

16

12

  • Value for money
  • Ease of use
  • Features
  • Customer support
91%
would recommend this app

Pros

It is really hard to find fault. A brilliant company, very good software and a really responsive help desk that can answers questions, 24/7.
I just wish that it were more user friendly in the beginning and that the customer service were more helpful when I want to learn something new.
Easy to use, flexible, great value for money, great support (very friendly and quick), easy to import/export your data back into Excel.

Pros

This is a super intuitive, easy to implement system. It is super customizable and have allowed our remote team to work more efficiently and effectively.
They have great customer success follow-up and have many scheduled support resources/weekly webinars to ensure you get the best out of your investment.
I love that it syncs to our G-Suite environment. Having all of that information on a record is truly helpful to gain insight on our relationship with a customer.

Cons

I had a little problem importing some contacts, and made some mistakes that made the problem worse.
Sometimes we get lost in all the features and the setting fields.
Customer documents were attached to the wrong customer.

Cons

Good until inability to cancel. Now I feel the product is majorly defective as you cannot refuse to let customers cancel and continue billing them.
Any mistakes during data imports caused all sorts of data problems. There is no automating of drip email campaigns.
We were limited on the number of record types we can create. We deal with services and there was no way to customize the software to include this.
  • Vendor responds to reviews
  • Last review8 days ago
  • Vendor responds to reviews
  • Last review3 days ago

Key features

  • Total features68
  • @mentions
  • API
  • Access Control
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Appointment Management
  • Audit Trail
  • Auto-Responders
  • Automatic Notifications
  • Billing & Invoicing
  • Bulk Send
  • CRM Integration
  • Calendar Management
  • Calendar Sync with Google
  • Commenting
  • Configurable Workflow
  • Contact Database
  • Contact History
  • Contact Management
  • Custom Fields
  • Customer Accounts
  • Customer History
  • Customizable Branding
  • Customizable Reporting
  • Customizable Templates
  • Data Filtering
  • Data Import
  • Data Import/Export
  • Data Synchronization
  • Data Visualization
  • Database Integration
  • Document Storage
  • Drag & Drop Interface
  • Email Distribution
  • Email Integration
  • Email Notifications
  • Email Templates
  • Email Tracking
  • Engagement Analytics
  • Estimating
  • Event Triggered Actions
  • Expense Tracking
  • Filtered Views
  • Full Text Search
  • Gantt Charts
  • Goal Setting / Tracking
  • Help Desk Management
  • History Tracking
  • Invoice Management
  • Job Management
  • Lead Assignment
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Scoring
  • Mobile Alerts
  • Mobile Integration
  • Monitoring
  • Multi-Channel Management
  • Multi-Company
  • Multi-Country
  • Multi-Currency
  • Opportunity Management
  • Order Management
  • Permission Management
  • Pipeline Management
  • Pipeline Reports
  • Product Catalog
  • Project Management
  • Project Planning
  • Project Time Tracking
  • Projections
  • Proposal Generation
  • Purchase Order Management
  • Quote Management
  • Real Time Data
  • Real Time Notifications
  • Receiving
  • Reminders
  • Reporting & Statistics
  • Role-Based Permissions
  • Rules-Based Workflow
  • SLA Management
  • SSL Security
  • Sales Analytics
  • Sales Forecasting
  • Sales Reporting
  • Sales Tracking
  • Search Functionality
  • Secure Data Storage
  • Secure Login
  • Single Sign On
  • Social Media Integration
  • Status Reporting
  • Status Tracking
  • Supplier Management
  • Task Management
  • Task Planning
  • Task Scheduling
  • Task Tracking
  • Territory Management
  • Third Party Integration
  • Timesheets
  • To-Do List
  • Visual Analytics
  • Web Forms
  • Website Integration
  • Work Order Management
  • Workflow Management
  • Total features69
  • @mentions
  • API
  • Access Control
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Appointment Management
  • Audit Trail
  • Auto-Responders
  • Automatic Notifications
  • Billing & Invoicing
  • Bulk Send
  • CRM Integration
  • Calendar Management
  • Calendar Sync with Google
  • Commenting
  • Configurable Workflow
  • Contact Database
  • Contact History
  • Contact Management
  • Custom Fields
  • Customer Accounts
  • Customer History
  • Customizable Branding
  • Customizable Reporting
  • Customizable Templates
  • Data Filtering
  • Data Import
  • Data Import/Export
  • Data Synchronization
  • Data Visualization
  • Database Integration
  • Document Storage
  • Drag & Drop Interface
  • Email Distribution
  • Email Integration
  • Email Notifications
  • Email Templates
  • Email Tracking
  • Engagement Analytics
  • Estimating
  • Event Triggered Actions
  • Expense Tracking
  • Filtered Views
  • Full Text Search
  • Gantt Charts
  • Goal Setting / Tracking
  • Help Desk Management
  • History Tracking
  • Invoice Management
  • Job Management
  • Lead Assignment
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Scoring
  • Mobile Alerts
  • Mobile Integration
  • Monitoring
  • Multi-Channel Management
  • Multi-Company
  • Multi-Country
  • Multi-Currency
  • Opportunity Management
  • Order Management
  • Permission Management
  • Pipeline Management
  • Pipeline Reports
  • Product Catalog
  • Project Management
  • Project Planning
  • Project Time Tracking
  • Projections
  • Proposal Generation
  • Purchase Order Management
  • Quote Management
  • Real Time Data
  • Real Time Notifications
  • Receiving
  • Reminders
  • Reporting & Statistics
  • Role-Based Permissions
  • Rules-Based Workflow
  • SLA Management
  • SSL Security
  • Sales Analytics
  • Sales Forecasting
  • Sales Reporting
  • Sales Tracking
  • Search Functionality
  • Secure Data Storage
  • Secure Login
  • Single Sign On
  • Social Media Integration
  • Status Reporting
  • Status Tracking
  • Supplier Management
  • Task Management
  • Task Planning
  • Task Scheduling
  • Task Tracking
  • Territory Management
  • Third Party Integration
  • Timesheets
  • To-Do List
  • Visual Analytics
  • Web Forms
  • Website Integration
  • Work Order Management
  • Workflow Management

Integrations

  • Total integrations28
  • Constant Contact
  • Facebook
  • Gmail
  • Google Analytics
  • Google Calendar
  • HubSpot CRM
  • HubSpot Marketing Hub
  • Mailchimp
  • Microsoft 365
  • Microsoft Outlook
  • PayPal
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud
  • Slack
  • Stripe
  • Twitter
  • Wordpress
  • Xero
  • Zapier
  • Zendesk
  • Total integrations79
  • Constant Contact
  • Facebook
  • Gmail
  • Google Analytics
  • Google Calendar
  • HubSpot CRM
  • HubSpot Marketing Hub
  • Mailchimp
  • Microsoft 365
  • Microsoft Outlook
  • PayPal
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud
  • Slack
  • Stripe
  • Twitter
  • Wordpress
  • Xero
  • Zapier
  • Zendesk

Security

  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation
  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation

Apptivo vs. Copper

See how Apptivo and Copper stack up against each other by comparing features, pricing, ratings and reviews, integrations, screenshots and security. Compare real user opinions on the pros and cons to make more informed decisions.