Copper vs Wealthbox

Salesforce Sales Cloud

Zoho CRM

HubSpot CRM

Pipedrive

Redtail CRM

AdvisorEngine

Compare Copper and Wealthbox based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2026.

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.

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

Starter

Basic

Professional

Business

VP, Client Relations

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

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.  

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.

VP Of Sales and Marketing

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.

Director of Sales

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

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.

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.

The interface was clean and simple when we first used it.

Senior Analyst

Copper is intuitive to use, provides great visuals, and enables impeccable analysis.

Relationship Manager

Does not have built-in mass email and tracking

Ease of creating automation of tasks, emails, and workflow

Marketplace Manager

Always signs you out, the extension is buggy and no longer autofills information

Subconsciously, I feel like if I changed my filter, I'm afraid of forgetting what it used to look like.

simple UI is also clunky and at times nonfunctional

Territory Manager

Doing sales on the go without my laptop is highly difficult.

A lead/contact can be added multiple times.  

Overall it works well for what we need it but it can be a little bit lacking in some departments

I do not like that the app has very limited functionality.

President

It's a simple integration with the Google tools we already use.

The administrator is able to customize the contacts to include what is necessary for their type of business.  

It's user-friendly, quick to set up, and automates repetitive tasks and workflows.

There are no problems with Copper just people inputting information wrong.

Project Manager

Easy integration with other docs, easy to navigate the site

Head of Partnerships

Copper is a saving grace CRM for sales organizations

Copper vs Wealthbox Comparison (2026)

Copper

Wealthbox

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives