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WORKetc vs Copper Comparison

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Overview

WORKetc is a business management platform for growing businesses that includes CRM, project management, billing, help desk,...

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

Screenshots

Pricing

Starting from
$

78

/momonth
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based
Starting from
$

25

/momonth
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

4.6

5

4

3

2

1

61

19

4

1

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
100%
would recommend this app

5

4

3

2

1

256

116

26

18

14

  • Value for money
  • Ease of use
  • Features
  • Customer support
90%
would recommend this app

Pros

I never had to work with a CRM until I started at this company. I love the timesheets they really help me keep organized and make me feel better about what I have done in the day.
At that time in history, there was nothing like this on the market at all, and I was enthusiastic about finding it.
The CRM itself is robust and well thought out the mobile app is a dream very user friendly and full of good tools.

Pros

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.
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.

Cons

Some users are at first intimidated by the user interface. There are so many features and ways of doing things that they can be overwhelmed.
Missing small features here or there that aren't make or break. Has no resource allocation, which is huge for project managers.
The system will upload the data and respond back that the contacts are already there and when your check, there are no contacts.

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 review3 years ago
  • Vendor responds to reviews
  • Last review16 days ago

Key features

  • Total features97
  • @mentions
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Ad hoc Reporting
  • Alerts / Escalation
  • Alerts/Notifications
  • Appointment Management
  • Assignment Management
  • Auto-Dialer
  • Billing & Invoicing
  • Billing Rate Management
  • Budget Management
  • Budgeting/Forecasting
  • Bulk Send
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call List Management
  • Campaign Management
  • Cataloging/Categorization
  • Channel Management
  • Client Management
  • Client Portal
  • Client Tracking
  • Collaboration Tools
  • Commenting/Notes
  • Communication Management
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Content Delivery
  • Cost-to-Completion Tracking
  • Customer History
  • Customer Support
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Data Synchronization
  • Data Visualization
  • Database Support
  • Discount Management
  • Document Management
  • Document Storage
  • Drag & Drop
  • Email Distribution
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Employee Management
  • Engagement Tracking
  • Event Triggered Actions
  • Exception Reporting
  • Expense Tracking
  • FAQ
  • File Sharing
  • Financial Management
  • For Sales Teams/Organizations
  • Forecasting
  • Gantt/Timeline View
  • Goal Management
  • Goal Setting / Tracking
  • Graphical Data Presentation
  • Help Desk Management
  • Historical Reporting
  • Interaction Tracking
  • Internal Chat Integration
  • Invoice Management
  • Issue Management
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Marketing Automation
  • Meeting Management
  • Microsoft Outlook Integration
  • Milestone Tracking
  • Mobile Access
  • Mobile Alerts
  • Monitoring
  • Multi-Currency
  • Multiple Projects
  • Online Catalog
  • Opportunity Management
  • Partial Payments
  • Percent-Complete Tracking
  • Performance Management
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Presentation Tools
  • Prioritization
  • Product Catalog
  • Progress Tracking
  • Project Accounting
  • Project Management
  • Project Planning
  • Project Planning/Scheduling
  • Project Templates
  • Project Time Tracking
  • Project Tracking
  • Projections
  • Proposal Management
  • Prospecting Tools
  • Purchasing & Receiving
  • Quotes/Estimates
  • Real Time Data
  • Real Time Notifications
  • Real-time Updates
  • Recurring/Subscription Billing
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Request Escalation
  • Revenue Management
  • Role-Based Permissions
  • Routing
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Scheduling
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Shared Contacts
  • Single Sign On
  • Social Media Integration
  • Source Tracking
  • Status Tracking
  • Support Ticket Tracking
  • Tagging
  • Task Management
  • Task Planning
  • Task Progress Tracking
  • Task Scheduling
  • Template Management
  • Territory Management
  • Testing/QA Management
  • Third Party Integrations
  • Time & Expense Tracking
  • Timer
  • Timesheet Management
  • To-Do List
  • Training Management
  • Vendor Management
  • Visual Analytics
  • Web Forms
  • Web-based Deployment
  • Workflow Management
  • Total features109
  • @mentions
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Ad hoc Reporting
  • Alerts / Escalation
  • Alerts/Notifications
  • Appointment Management
  • Assignment Management
  • Auto-Dialer
  • Billing & Invoicing
  • Billing Rate Management
  • Budget Management
  • Budgeting/Forecasting
  • Bulk Send
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call List Management
  • Campaign Management
  • Cataloging/Categorization
  • Channel Management
  • Client Management
  • Client Portal
  • Client Tracking
  • Collaboration Tools
  • Commenting/Notes
  • Communication Management
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Content Delivery
  • Cost-to-Completion Tracking
  • Customer History
  • Customer Support
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Data Synchronization
  • Data Visualization
  • Database Support
  • Discount Management
  • Document Management
  • Document Storage
  • Drag & Drop
  • Email Distribution
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Employee Management
  • Engagement Tracking
  • Event Triggered Actions
  • Exception Reporting
  • Expense Tracking
  • FAQ
  • File Sharing
  • Financial Management
  • For Sales Teams/Organizations
  • Forecasting
  • Gantt/Timeline View
  • Goal Management
  • Goal Setting / Tracking
  • Graphical Data Presentation
  • Help Desk Management
  • Historical Reporting
  • Interaction Tracking
  • Internal Chat Integration
  • Invoice Management
  • Issue Management
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Marketing Automation
  • Meeting Management
  • Microsoft Outlook Integration
  • Milestone Tracking
  • Mobile Access
  • Mobile Alerts
  • Monitoring
  • Multi-Currency
  • Multiple Projects
  • Online Catalog
  • Opportunity Management
  • Partial Payments
  • Percent-Complete Tracking
  • Performance Management
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Presentation Tools
  • Prioritization
  • Product Catalog
  • Progress Tracking
  • Project Accounting
  • Project Management
  • Project Planning
  • Project Planning/Scheduling
  • Project Templates
  • Project Time Tracking
  • Project Tracking
  • Projections
  • Proposal Management
  • Prospecting Tools
  • Purchasing & Receiving
  • Quotes/Estimates
  • Real Time Data
  • Real Time Notifications
  • Real-time Updates
  • Recurring/Subscription Billing
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Request Escalation
  • Revenue Management
  • Role-Based Permissions
  • Routing
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Scheduling
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Shared Contacts
  • Single Sign On
  • Social Media Integration
  • Source Tracking
  • Status Tracking
  • Support Ticket Tracking
  • Tagging
  • Task Management
  • Task Planning
  • Task Progress Tracking
  • Task Scheduling
  • Template Management
  • Territory Management
  • Testing/QA Management
  • Third Party Integrations
  • Time & Expense Tracking
  • Timer
  • Timesheet Management
  • To-Do List
  • Training Management
  • Vendor Management
  • Visual Analytics
  • Web Forms
  • Web-based Deployment
  • Workflow Management

Integrations

  • Total integrations12
  • Dropbox Business
  • Google Calendar
  • Google Drive
  • Magento Commerce
  • Mailchimp
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • NetSuite
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • SAP Business One
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Xero
  • Zapier
  • Total integrations79
  • Dropbox Business
  • Google Calendar
  • Google Drive
  • Magento Commerce
  • Mailchimp
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • NetSuite
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • SAP Business One
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Xero
  • Zapier