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FreshBooks vs Copper Comparison

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Overview

Category Leaders

FreshBooks is accounting software that makes running your small business easy, fast and secure. Spend less time on accounting...

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

No videos yet

Pricing

Starting from

15

Per month

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

Starting from

29

/user

Per month

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

User reviews

4.5

3.9K

5

4

3

2

1

2.3K

1.3K

252

41

32

  • Value for money
  • Ease of use
  • Features
  • Customer support
96%
would recommend this app

4.4

563

5

4

3

2

1

335

159

33

20

16

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

Pros

It has a great interface which makes it feel very easy to use and has a great set of templates you can use from the beginning for various accounting needs.
For a small company as myself the excellent invoice features has been very helpful and useful.
FreshBooks combined with other applications is a great tool. In any case, if you want to create invoices and send it in a split second and then track and monitor its progress, I recommend FreshBooks.

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

We would lose all of that if we switched, so unfortunately we are stuck with having to use this horrible new format.
It is really frustrating to have a client not be able to pay through the invoice, and for this reason, only, I have been considering a new software company.
Tier based pricing from Lite to Premier is a bit confusing. WePay advocates having a Chase bank account for faster processing otherwise fails to integrate.

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 review2 days ago
  • Vendor responds to reviews
  • Last review22 days ago

Key features

  • Total features104
  • ACH Payment Processing
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Accounts Payable
  • Accounts Receivable
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Management
  • Attendance Tracking
  • Automatic Billing
  • Automatic Time Capture
  • Bank Reconciliation
  • Billable & Non-Billable Hours
  • Billable Items Tracking
  • Billing & Invoicing
  • Billing Portal
  • Billing Rate Management
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Campaign Management
  • Cataloging/Categorization
  • Channel Management
  • Client Management
  • Client Portal
  • Client Tracking
  • Collaboration Tools
  • Commenting/Notes
  • Communication Management
  • Contact Database
  • Contact Management
  • Content Delivery
  • Core Accounting
  • Credit Card Processing
  • Currency Conversion
  • Customer Database
  • Customer Statements
  • Customer Support
  • Customizable Branding
  • Customizable Fields
  • Customizable Invoices
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Data Import/Export
  • Data Synchronization
  • Data Visualization
  • Deferred Billing
  • Discount Management
  • Document Management
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Electronic Payments
  • Email Management
  • Email Marketing
  • Email Reminders
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Engagement Tracking
  • Estimating
  • Event Triggered Actions
  • Expense Claims
  • Expense Tracking
  • FAQ
  • File Management
  • Financial Analysis
  • Financial Management
  • Financial Reporting
  • For AEC Industry
  • For Real Estate
  • For Sales Teams/Organizations
  • For Small Businesses
  • For Startups
  • For iPad Devices
  • Forecasting
  • General Ledger
  • Goal Management
  • Goal Setting / Tracking
  • Hourly Billing
  • Income & Balance Sheet
  • Interaction Tracking
  • Internal Chat Integration
  • Invoice Creation
  • Invoice History
  • Invoice Management
  • Invoice Processing
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Meeting Management
  • Mobile Access
  • Mobile App
  • Mobile Payments
  • Mobile Receipt Upload
  • Mobile Time Tracking
  • Monitoring
  • Multi-Currency
  • Multi-Language
  • Multi-Period Recurring Billing
  • Multiple Billing Rates
  • Online Invoicing
  • Online Payments
  • Online Time Tracking
  • Opportunity Management
  • Partial Payments
  • Payment Processing
  • Payroll Management
  • Performance Management
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Predictive Analytics
  • Presentation Tools
  • Profit/Loss Statement
  • Project Accounting
  • Project Billing
  • Project Management
  • Project Planning
  • Project Time Tracking
  • Project Tracking
  • Projections
  • Proposal Generation
  • Proposal Management
  • Prospecting Tools
  • Quotes/Estimates
  • Real Time Data
  • Real Time Notifications
  • Real-time Updates
  • Receipt Management
  • Receivables Ledger
  • Recurring Invoicing
  • Recurring/Subscription Billing
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Request Escalation
  • Revenue Management
  • Role-Based Permissions
  • Routing
  • Sales Activity Management
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Sales Tax Management
  • Sales Trend Analysis
  • Scheduling
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Shared Contacts
  • Social Media Integration
  • Source Tracking
  • Spend Control
  • Status Tracking
  • Tagging
  • Task Management
  • Task Planning
  • Task Progress Tracking
  • Task Scheduling
  • Tax Calculation
  • Tax Management
  • Territory Management
  • Third Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Time Tracking by Client
  • Time Tracking by Project
  • Timer
  • Timesheet Management
  • Visual Analytics
  • Web-based Deployment
  • Workflow Management
  • Total features107
  • ACH Payment Processing
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Accounts Payable
  • Accounts Receivable
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Management
  • Attendance Tracking
  • Automatic Billing
  • Automatic Time Capture
  • Bank Reconciliation
  • Billable & Non-Billable Hours
  • Billable Items Tracking
  • Billing & Invoicing
  • Billing Portal
  • Billing Rate Management
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Campaign Management
  • Cataloging/Categorization
  • Channel Management
  • Client Management
  • Client Portal
  • Client Tracking
  • Collaboration Tools
  • Commenting/Notes
  • Communication Management
  • Contact Database
  • Contact Management
  • Content Delivery
  • Core Accounting
  • Credit Card Processing
  • Currency Conversion
  • Customer Database
  • Customer Statements
  • Customer Support
  • Customizable Branding
  • Customizable Fields
  • Customizable Invoices
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Data Import/Export
  • Data Synchronization
  • Data Visualization
  • Deferred Billing
  • Discount Management
  • Document Management
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Electronic Payments
  • Email Management
  • Email Marketing
  • Email Reminders
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Engagement Tracking
  • Estimating
  • Event Triggered Actions
  • Expense Claims
  • Expense Tracking
  • FAQ
  • File Management
  • Financial Analysis
  • Financial Management
  • Financial Reporting
  • For AEC Industry
  • For Real Estate
  • For Sales Teams/Organizations
  • For Small Businesses
  • For Startups
  • For iPad Devices
  • Forecasting
  • General Ledger
  • Goal Management
  • Goal Setting / Tracking
  • Hourly Billing
  • Income & Balance Sheet
  • Interaction Tracking
  • Internal Chat Integration
  • Invoice Creation
  • Invoice History
  • Invoice Management
  • Invoice Processing
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Meeting Management
  • Mobile Access
  • Mobile App
  • Mobile Payments
  • Mobile Receipt Upload
  • Mobile Time Tracking
  • Monitoring
  • Multi-Currency
  • Multi-Language
  • Multi-Period Recurring Billing
  • Multiple Billing Rates
  • Online Invoicing
  • Online Payments
  • Online Time Tracking
  • Opportunity Management
  • Partial Payments
  • Payment Processing
  • Payroll Management
  • Performance Management
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Predictive Analytics
  • Presentation Tools
  • Profit/Loss Statement
  • Project Accounting
  • Project Billing
  • Project Management
  • Project Planning
  • Project Time Tracking
  • Project Tracking
  • Projections
  • Proposal Generation
  • Proposal Management
  • Prospecting Tools
  • Quotes/Estimates
  • Real Time Data
  • Real Time Notifications
  • Real-time Updates
  • Receipt Management
  • Receivables Ledger
  • Recurring Invoicing
  • Recurring/Subscription Billing
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Request Escalation
  • Revenue Management
  • Role-Based Permissions
  • Routing
  • Sales Activity Management
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Sales Tax Management
  • Sales Trend Analysis
  • Scheduling
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Shared Contacts
  • Social Media Integration
  • Source Tracking
  • Spend Control
  • Status Tracking
  • Tagging
  • Task Management
  • Task Planning
  • Task Progress Tracking
  • Task Scheduling
  • Tax Calculation
  • Tax Management
  • Territory Management
  • Third Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Time Tracking by Client
  • Time Tracking by Project
  • Timer
  • Timesheet Management
  • Visual Analytics
  • Web-based Deployment
  • Workflow Management

Integrations

  • Total integrations302
  • Adobe Commerce
  • Authorize.Net
  • Dynamics 365
  • Dynamics 365 Business Central
  • FreshBooks
  • Microsoft Excel
  • Microsoft Outlook
  • NetSuite
  • PayPal
  • QuickBooks Online Advanced
  • Quickbooks Online
  • SAP Business One
  • Sage Intacct
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Xero
  • Zapier
  • Total integrations89
  • Adobe Commerce
  • Authorize.Net
  • Dynamics 365
  • Dynamics 365 Business Central
  • FreshBooks
  • Microsoft Excel
  • Microsoft Outlook
  • NetSuite
  • PayPal
  • QuickBooks Online Advanced
  • Quickbooks Online
  • SAP Business One
  • Sage Intacct
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Xero
  • Zapier