Zoho CRM vs Copper Comparison

The overall functionality and agility to link with our former CRM and being able to continue business seamlessly.

Wanted more mobile compatibility due to the nature of our core business.

Zoho CRM has advanced enterprise features (depending on your plan) but costs much less than Salesforce or Copper.

Development is very slow. For example, contacts can have multiple email addresses but Zoho CRM supports only one. This essential feature has been requested for years and years.

I believe that if you need a CRM for your business then using Zoho is a good step, but there are alternatives that cannot be ignored.

No major cons about this software. It's good for a streamline sales platform and it's easy to set up.

Very friendly and fun to work with.

It needs telephone integration and CRM communication.

Intuitive interface. Also nice that Copper keeps rolling out new features.

Reports are a little clunky - would like them to be customizable.

Tight integration with Gmail and Gsuite. Ease of use. Ability to customize to our workflow + business needs.

Hard to say. Given our business needs (less sales driven than most), we don't use anywhere near all the functionality so areas like reporting or pipeline management *might* not be great for a larger enterprise...but fine for us.

Now this is the good stuff. Thanks for the glowing review!

The Gmail integration is a life saver. Saves me at least an hour a week, if not more.

It's a little feature-lite compared with some other CRM tools

Prosperwork is a cloud based Sales/CRM that functions very similarly to Base CRM. It functions on all desktop and mobile platforms.

There are some features like text interfacing and documentation that are left off the standard tool. You actually have to purchase more costly plug-ins to have complete functionality.

Embedded 100% with G Suite, integration with many other solutions - easy to use.

Not linked (embedded) with Google chat and Google Voice. Would be a nice feature.

The integration of CRM and Collaboration Suite is very powerful. I've never used a smarter software like prosperworks. It's easy to log the activities in a opportunity, many of this are collected automaticly.

We are waiting for more features. Many features are available only with premium services with added costs

We really appreciated the team taking their time with us. We are setting this up over a few locations and getting access to training sessions online and via conference call was really great. We have android phones, are upgrading to Google Suite and are really excited to have a full service INTEGRATED CRM product that is not too expensive and also not too complicated. CALL LOGGING is amazing!! The app works really well and this helps us work while on the go.

We would love to see integration with caller identification software in the future. Something like TrueCall Also business card scanning would be amazing.

I love that it can be integrated with gmail to make sure all the emails are tracked!

Sometimes it can log me out of the plugin so I have to make sure it's all hooked up before I send a bunch of emails.

Organization A real CRM Its pretty Pipline?!?!?!?!

Haven't found it yet

At that time I was looking for a CRM that integrates with G Suite at that time called Google Apps. This was the second CRM I tried.

You have to play a lof more for the better features that actually completes the CRM. After checking out other companies I realized after using it for more than a year that the CRM is lacking in features.

Integrated features that help to organize CRM accounts manageable.

Can be a bit confusing until you understand the gist of using the application

The native integration into G Suite put ProsperWorks miles ahead of the rest of the CRM crowd. Deployment was incredibly easy and has all of the industry standard CRM options.

The lack of a proper admin/management dashboard. As we've grown we've transitioned users to/from roles and changing licenses or managing billing is not as fluid as it should be for a cloud based service. It's could use a refresh with role based access in mind.

The tool has feature to send our mailers from CRM itself and at the same time we can track it. The CRM provides powerful insights to management on pipeline.

The UI of mailers while sending mails to Organization's not using gmail needs to configured more accurately.

Copper is great for sales and as a basic CRM.

not great if you are trying to keep metrics on some of your contacts

We like the ease of use for this program as we are sales reps and need to have names for all our customers along with tracking emails and notes. We also have the apps on phones for those out in the field.

I only really wish there was a way to easily merge contacts.

Prosperworks CRM is a great CRM software that allows us to do many custom things because it allows for custom fields for contacts and salesman. It also integrates well with Google applications.

The only CON I can find Prosperworks CRM is the cost of the subscription of the software for our company because we are a smaller company.

The ability to have all CRM data as source of truth.

The site can be buggy, and hard to plug-into other software.

A very essential tool, pretty easy to use for Sales CRM.

Lots of features are not needed for the basic sale of a grocery product. Would like to link a People of a Company to be the Companies Primary Contact. so there is only one entry for that in the Company. Wish saved files could be viewed and not just downloaded.

You can work in the CRM without leaving your gmail inbox

needs to be translated

What I liked most is that you could create contacts and/or deals. So if we have a customer that has had initial contact, we can input/import them as a contact but we don't have to start a deal for them. This is helpful for when the customer is interested yet and we want to keep their contact information so we can reach back out at a later date.

The way you set tasks and notes within Copper can be sort of a scramble. If you want to find a specific note, you have to just scroll through the deal until you find it. There is no easy way to search for something specific.

Ease of use and simplicity are the strong points of this CRM.

Would like there to be more long-term/monthly view for projects, etc.

The mobile connection to click and dial number and disposition the call. As well the email template and ability to integrate with Google for click and send emails is great.

None that come to mind, it has fulfilled all of my needs.

No pros were added to this review

No cons were added to this review

User friendly platform specially the ability to add leads, people, companies straight from gmail and, reports are very helpful in our decision making process

Nothing much. It’s just occurs sometimes that it doesn’t track duplicate leads and people added in the CRM