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InfoFlo Impact vs Copper Comparison (2026)
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4.5
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Good recommendations?
InfoFlo Impact
4.5
(101)5
61
4
31
3
6
2
0
1
3
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Copper
4.4
(622)5
367
4
178
3
40
2
20
1
17
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Overview
HIPAA compliant Case Management software made simple so you can focus on your running your organization all at an affordable price! Seamlessly manage all your client goals, referrals, documentation, events, classes, and activities within a single platform—eliminating the need for multiple tools.
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!
- 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
No videos yet
Pricing
User reviews
4.5
101
5
4
3
2
1
61
31
6
0
3
- Value for money
- Ease of use
- Features
- Customer support
79%
would recommend this app4.4
622
5
4
3
2
1
367
178
40
20
17
- Value for money
- Ease of use
- Features
- Customer support
73%
would recommend this appPros
“One of the biggest highlights is the incredible customizability, which allows you to mold the software to fit your specific use cases perfectly.”
Johnny B.
CEO
“Finally, I appreciate the flexibility of their infrastructure, they offer servers in both Canada and the US, so you have the freedom to choose exactly where you want to store your data.”
Johnny B.
CEO
“Overall, InfoFlo is a reliable and useful CRM for managing contacts, tracking communication, and organizing customer information.”
RV
Ruth V.
CSR
Pros
“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. ”
JC
James C.
Customer Success Manager
“We can track notes on our clients, organize new inquiries for our services, and increase communication between team members as a result.”
RD
Rich D.
Managing Director
“Tags help me stay organized, and adding custom fields to every record type is very helpful.”
SR
Sarah R.
VP, Client Relations
Cons
“Interface looks a bit dated.”
RR
Ruth R.
Marketing Assistant
“The interface looks like it hasn't been touched in a while.”
SD
Sandy D.
Marketing Assistant
Cons
“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.”
JC
James C.
Customer Success Manager
“Records that are inadvertently erased cannot be retrieved. If you unintentionally erase all of your contacts without performing a manual backup, that's bad.”
DE
Duaa E.
Researcher
“the gmail extension breaks some basic gmail functionality which I reported probably 2 years ago at this point, with no resolution”
JZ
Jon Z.
Director of Sales
- Vendor responds to reviews
- Last review3 months ago
- Vendor responds to reviews
- Last reviewa year ago
Key features
- Total features169
- API
- Access Controls/Permissions
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Ad hoc Reporting
- Administrative Reporting
- Alerts/Escalation
- Alerts/Notifications
- Appointment Management
- Appointment Scheduling
- Archiving & Retention
- Assessment Management
- Asset Lifecycle Management
- Attendance Management
- Auto-Dialer
- Automatic Call Distribution
- Autoresponders
- Billing & Invoicing
- Blended Call Center
- By-Extension Reporting
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call Center Management
- Call Duration
- Call Logging
- Call Monitoring
- Call Recording
- Call Routing
- Call Tagging
- Call Volume
- Caller ID
- Caller Profiles
- Campaign Management
- Campaign Segmentation
- Canned Responses
- Case Management
- Case Notes
- Certification & Licensing
- Channel Management
- Child Welfare Management
- Click Tracking
- Client Management
- Client Portal
- Client Tracking
- Collaboration Tools
- Commenting/Notes
- Committee Management
- Communication Management
- Compliance Management
- Computer Telephony Integration
- Configurable Workflow
- Conflict Management
- Contact Database
- Contact Management
- Contract/License Management
- Conversion Tracking
- Customer Database
- Customer Engagement
- Customer History
- Customer Journey Mapping
- Customer Social Profiles
- Customer Support
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Dashboard
- Dashboard Creation
- Data Import/Export
- Data Synchronization
- Data Visualization
- Deal Management
- Docket Management
- Document Management
- Document Storage
- Document Templates
- Donor Management
- Drag & Drop
- Drip Campaigns
- Due Date Tracking
- Email Alerts
- Email Management
- Email Marketing
- Email Monitoring
- Email Reminders
- Email Templates
- Email Tracking
- Employee Directory
- Employee Management
- Engagement Tracking
- Event Management
- Event Triggered Actions
- Expense Tracking
- File Management
- File Transfer
- For AEC Industry
- For Accountants
- For CPA Firms
- For Financial Institutions
- For Nonprofits
- For Real Estate
- For Sales Teams/Organizations
- For Small Businesses
- For Startups
- For iPad Devices
- Forecasting
- Forms Management
- Goal Management
- Goal Setting/Tracking
- Grant Management
- HIPAA Compliant
- Help Desk Management
- IVR
- Inbound Call Center
- Inbound Reporting
- Inbox Management
- Interaction Tracking
- Internal Chat Integration
- Invoice Management
- Invoice Processing
- Kanban Board
- Keyword Tracking
- Knowledge Base Management
- Lead Capture
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Segmentation
- Manual Dialer
- Marketing Automation
- Meeting Management
- Membership Management
- Mobile Access
- Mobile App
- Monitoring
- Multi-Channel Communication
- Multi-Location
- Multiple Scripts
- On-Demand Recording
- Opportunity Management
- Outbound Call Center
- Outbound Reporting
- Performance Management
- Performance Metrics
- Phone Key Input
- Pipeline Management
- Pipeline Reports
- Predictive Analytics
- Predictive Dialer
- Program Management
- Progress Reports
- Progress Tracking
- Progressive Dialer
- Project Management
- Project Time Tracking
- Prospecting Tools
- Queue Management
- Quotes/Estimates
- Real-Time Data
- Real-Time Notifications
- Real-Time Reporting
- Recording
- Records Management
- Referral Management
- Referral Tracking
- Registration Management
- Relationship Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Reporting/Project Tracking
- Revenue Management
- Ring Groups
- Role-Based Permissions
- Routing
- SIP Trunking
- SSL Security
- Sales Activity Management
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Scheduled Recording
- Scheduling
- Search
- Search/Filter
- Segmentation
- Self Service Portal
- Shared Contacts
- Social Media Integration
- Source Tracking
- Status Tracking
- Summary Reports
- Survey/Poll Management
- Tagging
- Task Management
- Task Scheduling
- Team Assignments
- Territory Management
- Text to Speech
- Third-Party Integrations
- Time Tracking
- Timer
- Training Management
- Trust Accounting
- Unattended Call Management
- Unified Communications
- Video Conferencing
- Virtual Call Center
- Virtual Extensions
- VoIP
- VoIP Connection
- Voice Customization
- Voice Mail
- Volunteer Management
- Web Forms
- Web-based Deployment
- Website Integration
- Who Answered Log
- Workflow Management
- Total features112
- API
- Access Controls/Permissions
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Ad hoc Reporting
- Administrative Reporting
- Alerts/Escalation
- Alerts/Notifications
- Appointment Management
- Appointment Scheduling
- Archiving & Retention
- Assessment Management
- Asset Lifecycle Management
- Attendance Management
- Auto-Dialer
- Automatic Call Distribution
- Autoresponders
- Billing & Invoicing
- Blended Call Center
- By-Extension Reporting
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call Center Management
- Call Duration
- Call Logging
- Call Monitoring
- Call Recording
- Call Routing
- Call Tagging
- Call Volume
- Caller ID
- Caller Profiles
- Campaign Management
- Campaign Segmentation
- Canned Responses
- Case Management
- Case Notes
- Certification & Licensing
- Channel Management
- Child Welfare Management
- Click Tracking
- Client Management
- Client Portal
- Client Tracking
- Collaboration Tools
- Commenting/Notes
- Committee Management
- Communication Management
- Compliance Management
- Computer Telephony Integration
- Configurable Workflow
- Conflict Management
- Contact Database
- Contact Management
- Contract/License Management
- Conversion Tracking
- Customer Database
- Customer Engagement
- Customer History
- Customer Journey Mapping
- Customer Social Profiles
- Customer Support
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Dashboard
- Dashboard Creation
- Data Import/Export
- Data Synchronization
- Data Visualization
- Deal Management
- Docket Management
- Document Management
- Document Storage
- Document Templates
- Donor Management
- Drag & Drop
- Drip Campaigns
- Due Date Tracking
- Email Alerts
- Email Management
- Email Marketing
- Email Monitoring
- Email Reminders
- Email Templates
- Email Tracking
- Employee Directory
- Employee Management
- Engagement Tracking
- Event Management
- Event Triggered Actions
- Expense Tracking
- File Management
- File Transfer
- For AEC Industry
- For Accountants
- For CPA Firms
- For Financial Institutions
- For Nonprofits
- For Real Estate
- For Sales Teams/Organizations
- For Small Businesses
- For Startups
- For iPad Devices
- Forecasting
- Forms Management
- Goal Management
- Goal Setting/Tracking
- Grant Management
- HIPAA Compliant
- Help Desk Management
- IVR
- Inbound Call Center
- Inbound Reporting
- Inbox Management
- Interaction Tracking
- Internal Chat Integration
- Invoice Management
- Invoice Processing
- Kanban Board
- Keyword Tracking
- Knowledge Base Management
- Lead Capture
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Segmentation
- Manual Dialer
- Marketing Automation
- Meeting Management
- Membership Management
- Mobile Access
- Mobile App
- Monitoring
- Multi-Channel Communication
- Multi-Location
- Multiple Scripts
- On-Demand Recording
- Opportunity Management
- Outbound Call Center
- Outbound Reporting
- Performance Management
- Performance Metrics
- Phone Key Input
- Pipeline Management
- Pipeline Reports
- Predictive Analytics
- Predictive Dialer
- Program Management
- Progress Reports
- Progress Tracking
- Progressive Dialer
- Project Management
- Project Time Tracking
- Prospecting Tools
- Queue Management
- Quotes/Estimates
- Real-Time Data
- Real-Time Notifications
- Real-Time Reporting
- Recording
- Records Management
- Referral Management
- Referral Tracking
- Registration Management
- Relationship Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Reporting/Project Tracking
- Revenue Management
- Ring Groups
- Role-Based Permissions
- Routing
- SIP Trunking
- SSL Security
- Sales Activity Management
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Scheduled Recording
- Scheduling
- Search
- Search/Filter
- Segmentation
- Self Service Portal
- Shared Contacts
- Social Media Integration
- Source Tracking
- Status Tracking
- Summary Reports
- Survey/Poll Management
- Tagging
- Task Management
- Task Scheduling
- Team Assignments
- Territory Management
- Text to Speech
- Third-Party Integrations
- Time Tracking
- Timer
- Training Management
- Trust Accounting
- Unattended Call Management
- Unified Communications
- Video Conferencing
- Virtual Call Center
- Virtual Extensions
- VoIP
- VoIP Connection
- Voice Customization
- Voice Mail
- Volunteer Management
- Web Forms
- Web-based Deployment
- Website Integration
- Who Answered Log
- Workflow Management
Integrations
- Total integrations7
- 500Apps
- AWeber
- ActiveCampaign
- ActivePipe
- Adobe Commerce
- Airtable
- Albato
- ApiX-Drive
- Apollo.io
- Asana
- Avoma
- Better Proposals
- BotPenguin
- Brevo
- Brightcall.ai
- Calendly
- CallHippo
- Chargebee
- CircleLoop
- Coda
- Constant Contact
- Contacts+
- CozyRoc SSIS+ Components Suite
- Deskpro
- Dialpad Connect
- Digioh
- Docusign
- Dropbox
- Finder.io
- Flodesk
- Gong
- Google Calendar
- Google Contacts
- Google Data Studio
- Google Forms
- Google Voice
- Google Workspace
- Gravity Forms
- Helpwise
- HubSpot Agent Hub
- HubSpot Data Hub
- HubSpot Marketing Hub
- Integry
- Jiminny
- Jira
- Jotform
- JustCall
- Keap
- Kixie PowerCall & SMS
- Klaviyo
- KnowledgeNet.ai
- KrispCall
- MailerLite
- Mailmeteor
- Make
- Meta for Business
- Microsoft 365
- Microsoft Outlook
- MigrateMyCRM
- Mixmax
- Notion
- OttoKit
- Outfunnel
- Outreach
- PandaDoc
- Parallax
- PersistIQ
- Portant
- Proposify
- QuickBooks Online
- QuickBooks Online Advanced
- Quo
- QuotaPath
- Reply
- RingCX
- Ringover
- SendPulse
- Slack
- Smartsheet
- Spoke
- Square Invoices
- Squarespace
- Surfe
- SyncHub
- SyncPenguin
- TimeHero
- Tray.io
- Trello
- Twitter/X
- Typeform
- Unbounce
- VOGSY
- VirtualPBX
- Voxloud
- Webflow
- WordPress
- Workato
- Wufoo
- Xero
- Zapier
- Zendesk Suite
- dotloop
- iPaaS.com
- monday AI Work Platform
- respond.io
- Total integrations101
- 500Apps
- AWeber
- ActiveCampaign
- ActivePipe
- Adobe Commerce
- Airtable
- Albato
- ApiX-Drive
- Apollo.io
- Asana
- Avoma
- Better Proposals
- BotPenguin
- Brevo
- Brightcall.ai
- Calendly
- CallHippo
- Chargebee
- CircleLoop
- Coda
- Constant Contact
- Contacts+
- CozyRoc SSIS+ Components Suite
- Deskpro
- Dialpad Connect
- Digioh
- Docusign
- Dropbox
- Finder.io
- Flodesk
- Gong
- Google Calendar
- Google Contacts
- Google Data Studio
- Google Forms
- Google Voice
- Google Workspace
- Gravity Forms
- Helpwise
- HubSpot Agent Hub
- HubSpot Data Hub
- HubSpot Marketing Hub
- Integry
- Jiminny
- Jira
- Jotform
- JustCall
- Keap
- Kixie PowerCall & SMS
- Klaviyo
- KnowledgeNet.ai
- KrispCall
- MailerLite
- Mailmeteor
- Make
- Meta for Business
- Microsoft 365
- Microsoft Outlook
- MigrateMyCRM
- Mixmax
- Notion
- OttoKit
- Outfunnel
- Outreach
- PandaDoc
- Parallax
- PersistIQ
- Portant
- Proposify
- QuickBooks Online
- QuickBooks Online Advanced
- Quo
- QuotaPath
- Reply
- RingCX
- Ringover
- SendPulse
- Slack
- Smartsheet
- Spoke
- Square Invoices
- Squarespace
- Surfe
- SyncHub
- SyncPenguin
- TimeHero
- Tray.io
- Trello
- Twitter/X
- Typeform
- Unbounce
- VOGSY
- VirtualPBX
- Voxloud
- Webflow
- WordPress
- Workato
- Wufoo
- Xero
- Zapier
- Zendesk Suite
- dotloop
- iPaaS.com
- monday AI Work Platform
- respond.io
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