Copper vs Salesmate

HubSpot CRM

Salesforce Sales Cloud

Zoho CRM

HubSpot CRM is a lead management solution that helps businesses with recording calls, logging emails and managing customer data. It has been designed from the ground up and is ready to eliminate manual work and actually help sales teams. It was built ready for the modern world to help users get running and start selling.

Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. The platform combines human sales professionals with AI-powered automation, data, and intelligence. This integrated solution is designed to help businesses of all sizes and industries.

Zoho CRM is a cloud-based customer relationship management (CRM) solution that helps businesses of all sizes close deals smarter, better and faster. The solution lets businesses reach customers through every channel, including telephone, email, social media, and live chat.

VP Of Sales and Marketing

Even with a few things I wish they had, the customer service team is helpful to explain whether or not certain things can be utilized.

Designed for businesses using Google Workspace (formerly G Suite), Copper keeps business relationships in one place, automates repetitive tasks, and helps you stay organized with projects and deadlines. Get started in minutes!

Access Controls/Permissions

Activity Dashboard

Activity Tracking

Alerts/Notifications

Appointment Management

Autoresponders

Calendar Management

Calendar/Reminder System

Calendar Sync

Campaign Management

Canned Responses

Channel Management

Click Tracking

Client Management

Client Tracking

Collaboration Tools

Commenting/Notes

Communication Management

Contact Database

Contact Management

Customer Database

Customer Engagement

Customer Journey Mapping

Customer Social Profiles

Customer Support

Customizable Fields

Customizable Forms

Customizable Reports

Customizable Templates

Dashboard

Data Import/Export

Data Synchronization

Data Visualization

Deal Management

Document Management

Document Storage

Drag & Drop

Drip Campaigns

Email Management

Email Marketing

Email Monitoring

Email Reminders

Email Templates

Email Tracking

Engagement Tracking

Event Triggered Actions

File Management

For AEC Industry

Forecasting

For Financial Institutions

For iPad Devices

For Real Estate

For Sales Teams/Organizations

For Small Businesses

For Startups

Goal Management

Goal Setting/Tracking

Inbox Management

Interaction Tracking

Internal Chat Integration

Kanban Board

Lead Capture

Lead Generation

Lead Management

Lead Nurturing

Lead Qualification

Lead Segmentation

Marketing Automation

Meeting Management

Mobile Access

Mobile App

Monitoring

Multi-Channel Communication

Opportunity Management

Performance Management

Performance Metrics

Pipeline Management

Pipeline Reports

Predictive Analytics

Project Management

Prospecting Tools

Quotes/Estimates

Real-Time Data

Real-Time Notifications

Referral Tracking

Reminders

Reporting/Analytics

Reporting/Project Tracking

Reporting & Statistics

Revenue Management

Role-Based Permissions

Routing

Sales Activity Management

Sales Forecasting

Sales Pipeline Management

Sales Reports

Sales Trend Analysis

Scheduling

Reviews for Copper come from a wide variety of industries, including marketing and advertising (9% of reviewers), real estate (8%), and computer software (6%). The most frequent use case for Copper cited by reviewers is CRM (62% of reviewers).

Users and use cases

Reviewers indicate Copper’s early plans are affordable and cost-effective for small businesses, and they appreciate its essential CRM features. Some users report costs rise with advanced features, larger teams, and premium plug-ins, diminishing overall value.

Value for money

The Copper integrations most frequently cited by reviewers are: Gmail (an email management product rated 4.8 out of 5 for its integration with Copper) and Google Calendar (a scheduling product, 4.9).

Integrations

Copper is a CRM tool with key features that include contact management, interaction tracking, and more.

Copper

Web-based

iPad

iPhone

Android

Pipedrive

Insightly

Dynamics 365

Salesforce Starter

ActiveCampaign

Streak

SugarCRM

Starter

Basic

Professional

Business

Difficult cancellation and refunds

Co-Founder

They try to require you to cancel 30 days IN ADVANCE of the renewal date, but send no notification of that at that point, nor do the poorly written terms clearly state that.   

90% of reviewers feel negative about Cancellation and Refunds. Users report frustration with unclear cancellation policies, lack of timely notifications, and difficulty stopping recurring charges. Reviewers indicate that the process is confusing, with some saying they continued to be billed after attempting to cancel. Many users express dissatisfaction with the company’s strict no-refund policy, even for unused subscriptions or accidental renewals. Some mention challenges recovering deleted data and a lack of responsive customer support when addressing cancellation or refund issues.

Frequent technical glitches

Director of Sales

simple UI is also clunky and at times nonfunctional

A buggy plugin to Gmail that blew up some of my windows with a senselessly repeating 'copper' icon, an insanely annoying notification for every time someone reads an email that is completely non-obvious how to turn off, a buggy API to my drip marketing campaign tool that added friction to my life.

78% of reviewers feel negative about Bugs and Issues. Reviewers report encountering bugs such as slow loading times, erratic search functions, and occasional crashes. Users mention that integrations and plugins can be buggy, sometimes causing workflow interruptions or data inconsistencies. Some users highlight frustrations with the development pace and unresolved technical problems, noting that support responses can be slow or unhelpful. They also point out that certain features may not work as expected, leading to inefficiencies and additional troubleshooting.

High and rigid pricing

41% of reviewers feel negative about Pricing. Users say the platform is more expensive than comparable CRM solutions, especially when factoring in the cost of necessary add-ons or higher-tier plans. Reviewers mention that the per-user pricing and lack of affordable packages make it less accessible for smaller businesses. Some users feel that the value provided does not justify the cost, particularly when compared to competitors offering more features at a lower price. They also note that premium features often require costly upgrades.

Automated task organization

95% of reviewers feel positive about Task Management. Users say the integration with Google Workspace streamlines task creation, reminders, and calendar syncing, reducing manual data entry and saving time. Reviewers appreciate being able to assign, track, and prioritize tasks directly from their email or calendar, which helps them stay organized and ensures follow-ups are not missed. They report that automated reminders and the ability to manage tasks on both desktop and mobile improve their daily workflow. Some users mention that task sharing and customization options enhance team collaboration and overall productivity.

Comprehensive client tracking

Customer Success Manager

Copper provides a comprehensive suite of tools that allows me to track existing clients, identify opportunities, and communicate with different audiences based on their customer profile.  

92% of reviewers feel positive about Tracking. Reviewers appreciate being able to track client interactions, sales opportunities, and project progress all in one place. Users say the integration with Gmail and G Suite allows for automatic logging of communications and activities, which helps maintain a clear record of client history. They find features like opportunity tracking, activity logs, and workflow management useful for monitoring sales pipelines and ensuring timely follow-ups. Some users note that tracking tools help teams stay aligned and improve overall efficiency.

Intuitive and simple interface

Customer Support, Logistics, Admin

Using Copper is easy and it keeps information well organized and easily accessible.

95% of reviewers feel positive about Ease of Use. Reviewers indicate the platform is easy to learn, with a minimal and intuitive interface that works seamlessly across devices. Users find navigation straightforward, allowing them to quickly access needed information and manage tasks without unnecessary complexity. They appreciate the consistent user experience, especially for those familiar with Google products, and say the software keeps information well organized. Some users highlight that setup is quick and the system adapts well to their workflows, making daily use efficient and enjoyable.

Seamless Google integrations

93% of reviewers feel positive about Integrations. Users report that the deep integration with Google Workspace—especially Gmail, Calendar, and Drive—makes it easy to sync data, log communications, and manage workflows within familiar tools. Reviewers value the ability to connect with third-party apps like PandaDoc, MailChimp, and Zapier, which extends functionality and streamlines business processes. They mention that integration with Google services is a key reason for choosing the platform, as it minimizes duplicate work and supports efficient collaboration.

VP, Client Relations

Tags help me stay organized, and adding custom fields to every record type is very helpful.

Managing Director

We can track notes on our clients, organize new inquiries for our services, and increase communication between team members as a result.

In other words, Copper's training modules are very generic; their support is geared around how to use the platform instead of speaking to a specific need  Also, there are Q&A forums and office hours with staff support, but there aren't many video tutorials.

Office Administrator

We did have an issue with our filters. When we move a job to "Won" you have to do it 3 times in order for it to disappear from the column but the Copper helpline is always able to help us reset our filters.

Program Coordinator

I like the UI design, the sorting features, the categorical colouring, and the consolidation of information/files.

Love the reminders and tasks that we can set to followup or complete tasks with customers.  

The customer service team is very responsive, and Copper has helped me become 10x more productive.

Community Director

Full sync with MailChimp can get costly quickly as the tiers jump you quickly up if your email audience is decently sized.

Owner

A month after implementing it our sales skyrocketed and have been growing ever since.

Researcher

Records that are inadvertently erased cannot be retrieved. If you unintentionally erase all of your contacts without performing a manual backup, that's bad.

Sales Operations Specialist

The feed lets me know what is going on, and being able to edit records inside of lists is convenient.

the gmail extension breaks some basic gmail functionality which I reported probably 2 years ago at this point, with no resolution

Business Development Manager

I also with you could send out weekly reports that show each individual project changes.

Digital Marketing Manager

What I love about this tool, is that it pairs perfectly with all google products, making it functional and perfect for keeping emails, calendar, alerts and more in order and up to date.

Retirement and Estate Tax Planning, Life Insurance, MBA, CRC

Does not allow you to create custom reports without higher package

Copper is very useful for our business to track out opportunities and have communication between all teams.

Founder

Very happy - use it every day and find it to be super efficient and flexible - saves me time and makes me more organized and productive.

The platform allows you to create a profile for each client, obtaining data not only from Gmail, but also from google.

Legal Assistant

The only fix I’ve found is that you can delete the email in the copper contact feed (it does not delete it from Gmail) but it does leave a block in the feed that says “this email was deleted” which of course doesn’t look good.

Specialist - Investor Relations

One limitation is that not all fields can be included in reports.

Sales

Usability, great program for sales and keeping track of your customers.

Office Manager

I can keep track of everything that needs done for each file.  

Head of Sales

Copper refused to make an exception despite inactivity and prompt communication.

National HELOC Executive

Love the user interface and the addition of features like automated emails recently

VP of Engineering

The messages are not filtered according to the checked filters.  

Director of New Business

I've designed software in the past and I tend to change software to suit my unique needs.

I also like the email tracking when it is functioning.

Copper vs Salesmate Comparison (2026)

Copper

Salesmate

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives