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Capsule vs Copper Comparison

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Good recommendations?

Capsule logo

Capsule

85pts

Copper logo

Copper

80pts

Overview

Category Leaders

Capsule is the smart simple online CRM. It's used to build stronger customer relationships, make more sales, save time, be...

Category Leaders

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

Video & Screenshots

Pricing

Starting from

21

/user

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

9

/user

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

4.5

161

5

4

3

2

1

102

45

12

1

1

  • Value for money
  • Ease of use
  • Features
  • Customer support
94%
would recommend this app

4.4

582

5

4

3

2

1

345

166

35

20

16

  • Value for money
  • Ease of use
  • Features
  • Customer support
92%
would recommend this app

Pros

It has a good integration with Xero which has saved us a lot of time and has just released an integration into a mail campaign tool (Transpond) which looks to be a nice added bonus.
This software is very easy to use, and we have had great success with using it to communicate internally to better serve our clients.
What initially attracted us to this CRM was its cost effectiveness. I was impressed by how easy it was to deploy and run.

Pros

Best thing about it is the seamless integration with Gmail and the plugin that it provides within the email. Really like their training / help centre.
My experience with Copper has been great. I have really loved using the tool and I think overall it’s a great management software.
It's easy to use, easy to set up, great customer service, easy to customize, great value and easily the best CRM I've ever used. The Gmail integration is amazing and the whole team loves the product.

Cons

The free version was so restricted, it made it virtually useless.
I think we had some trouble when trying to connect to Mail Chimp. From memory it took a long time to get it right.
No multiple records (create campaign lists and cleaning up is horror).

Cons

Worse, the feature is getting worse over time, which points to an out-of-control development process. For a more complete exploration, check this thread.
Any mistakes during data imports caused all sorts of data problems. There is no automating of drip email campaigns.
The company buries a sentence that allows them to charge you for an entire extra year after you cancel, which they don't remind you about (obviously, why bury that clause otherwise).
  • Vendor responds to reviews
  • Last review4 months ago
  • Vendor responds to reviews
  • Last review8 months ago

Key features

  • Total features113
  • AI Content Creation
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Activity/News Feed
  • Alerts/Notifications
  • Appointment Management
  • Assignment Management
  • Assisted Content Creation
  • Automated Text Generation
  • Budgeting/Forecasting
  • Business Process Automation
  • Business Process Control
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Logging
  • Campaign Management
  • Channel Management
  • Client Management
  • Client Tracking
  • Collaboration Tools
  • Commenting/Notes
  • Communication Management
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Customer Database
  • Customer Segmentation
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Data Import/Export
  • Data Synchronization
  • Data Visualization
  • Deadline Management
  • Document Management
  • Document Storage
  • Drag & Drop
  • Email Campaign Management
  • Email Management
  • Email Marketing
  • Email Templates
  • Email Tracking
  • Engagement Tracking
  • Event Triggered Actions
  • File Management
  • For AEC Industry
  • For Real Estate
  • For Sales Teams/Organizations
  • For Small Businesses
  • For Startups
  • For iPad Devices
  • Forecasting
  • Forms Management
  • Goal Management
  • Goal Setting/Tracking
  • Graphical Data Presentation
  • Interaction Tracking
  • Internal Chat Integration
  • Kanban Board
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • List Management
  • Marketing Automation
  • Meeting Management
  • Mobile Access
  • Mobile App
  • Monitoring
  • Multi-Currency
  • Multiple Projects
  • Natural Language Processing
  • Opportunity Management
  • Performance Management
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Predictive Analytics
  • Process/Workflow Automation
  • Progress Tracking
  • Project Planning/Scheduling
  • Project Tracking
  • Project Workflow
  • Prospecting Tools
  • Quotes/Estimates
  • Real-Time Data
  • Real-Time Notifications
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Revenue Management
  • Role-Based Permissions
  • Routing
  • Sales Activity Management
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Scheduling
  • Search/Filter
  • Segmentation
  • Shared Contacts
  • Social Media Integration
  • Source Tracking
  • Status Tracking
  • Tagging
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Template Management
  • Territory Management
  • Text Editing
  • Third-Party Integrations
  • To-Do List
  • Tone Selection
  • Visual Analytics
  • Web Forms
  • Web-based Deployment
  • Workflow Configuration
  • Workflow Management
  • Total features94
  • AI Content Creation
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Activity/News Feed
  • Alerts/Notifications
  • Appointment Management
  • Assignment Management
  • Assisted Content Creation
  • Automated Text Generation
  • Budgeting/Forecasting
  • Business Process Automation
  • Business Process Control
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Logging
  • Campaign Management
  • Channel Management
  • Client Management
  • Client Tracking
  • Collaboration Tools
  • Commenting/Notes
  • Communication Management
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Customer Database
  • Customer Segmentation
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Data Import/Export
  • Data Synchronization
  • Data Visualization
  • Deadline Management
  • Document Management
  • Document Storage
  • Drag & Drop
  • Email Campaign Management
  • Email Management
  • Email Marketing
  • Email Templates
  • Email Tracking
  • Engagement Tracking
  • Event Triggered Actions
  • File Management
  • For AEC Industry
  • For Real Estate
  • For Sales Teams/Organizations
  • For Small Businesses
  • For Startups
  • For iPad Devices
  • Forecasting
  • Forms Management
  • Goal Management
  • Goal Setting/Tracking
  • Graphical Data Presentation
  • Interaction Tracking
  • Internal Chat Integration
  • Kanban Board
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • List Management
  • Marketing Automation
  • Meeting Management
  • Mobile Access
  • Mobile App
  • Monitoring
  • Multi-Currency
  • Multiple Projects
  • Natural Language Processing
  • Opportunity Management
  • Performance Management
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Predictive Analytics
  • Process/Workflow Automation
  • Progress Tracking
  • Project Planning/Scheduling
  • Project Tracking
  • Project Workflow
  • Prospecting Tools
  • Quotes/Estimates
  • Real-Time Data
  • Real-Time Notifications
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Revenue Management
  • Role-Based Permissions
  • Routing
  • Sales Activity Management
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Scheduling
  • Search/Filter
  • Segmentation
  • Shared Contacts
  • Social Media Integration
  • Source Tracking
  • Status Tracking
  • Tagging
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Template Management
  • Territory Management
  • Text Editing
  • Third-Party Integrations
  • To-Do List
  • Tone Selection
  • Visual Analytics
  • Web Forms
  • Web-based Deployment
  • Workflow Configuration
  • Workflow Management

Integrations

  • Total integrations159
  • Constant Contact
  • Gmail
  • Google Analytics 360
  • Google Calendar
  • HubSpot CRM
  • Mailchimp
  • Meta for Business
  • Microsoft Outlook
  • PayPal
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • Twilio
  • Twitter/X
  • WooCommerce
  • WordPress
  • Xero
  • Zapier
  • Zendesk Suite
  • Total integrations92
  • Constant Contact
  • Gmail
  • Google Analytics 360
  • Google Calendar
  • HubSpot CRM
  • Mailchimp
  • Meta for Business
  • Microsoft Outlook
  • PayPal
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • Twilio
  • Twitter/X
  • WooCommerce
  • WordPress
  • Xero
  • Zapier
  • Zendesk Suite

Alternatives

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