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Compare Copper vs. Zoho CRM

Purchasing the appropriate CRM Software product is as straightforward as evaluating the solid and poor characteristics and terms offered by Copper and Zoho CRM. Here you can also match their overall scores: 9.2 for Copper vs. 9.4 for Zoho CRM. Or you can verify their general user satisfaction rating, 97% for Copper vs. 92% for Zoho CRM. We suggest that you take some time to analyze their unique features and decide which one is the better alternative for your company. What’s more don’t forget to take into account your company’s or industry’s unique case, such as, a multilingual app for a global company or a mobile version to help you work in the field. We realize that not all companies have the time to test dozens of various products, so we created a list of recommendations that you may find useful. Our top choices for the CRM Software category are: HubSpot CRM, Freshsales, Salesforce CRM.
Comparison

Copper

VS

Zoho CRM

VS

Copper screenshot Zoho CRM screenshot
Pricing Details

Our Score

Our Score

9.2 ?

Our Score

9.4 ?

Client Experience

Client Experience

Client Experience

97% ?

Client Experience

92% ?

Cost

Cost

$19

free

Pricing Model

Pricing Model

Monthly payment Monthly payment | Annual Subscription
Detailed Review

Detailed Review

Product Info

Product Info

An online CRM platform that is integrated with Google Apps and designed to be powerful yet simple to use.
Zoho CRM is the winner of our 2017 Expert's Choice Award. It enables you to track opportunities, forecast sales, efficiently manage contacts, and much more.
Easy Links
Prominent Customers

Prominent Customers

Peugeot, Getaround, Hello Fresh ClearTrip for Business, TDirect, ThinkCre8tive, Pepperstone
Integrations

Integrations

Copper offers integrations with the following business systems and applications:

  • Slack
  • Google Apps
  • Intercom
  • Hangouts
  • QuickBooks
  • Xero
  • Asana
  • Trello
  • Smartsheet
  • Zendesk
  • Grow.com
  • Data Studio
  • Outreach
  • Reply.io
  • PersistIQ
  • PandaDoc
  • DocuSign
  • Typeform
  • Wufoo
  • JustCall
  • LeadsBridge
  • Dropbox
  • JustCall
  • RingCentral
  • HubSpot
  • Zapier
  • MailChimp

You can extend Zoho CRM by integrating it with some of the following applications:

 

  • Zoho Mail
  • Zoho Creator
  • Zoho Finance Suite
  • Zoho PhoneBridge
  • Zoho Projects
  • Zoho Campaigns
  • Zoho SalesIQ
  • Zoho Cliq
  • Zoho Analytics
  • Zoho Survey
  • Zoho Desk
  • Zoho Forms
  • Zoho Writer
  • Zoho Motivator
  • Zoho Meeting
  • Google G Suite Integration
  • Gmail
  • Google Ads Integration
  • Microsoft Outlook
  • Microsoft Office 365
  • Plug-in for MS Word
  • QuickBooks
  • MailChimp
  • Contactology
  • Coconect
  • Constant Contact
  • Zopim
  • Twitter
  • Facebook
  • vWorkApp
  • ClickDesk
  • ExactTarget
  • HelpOnClick
  • gUnify
  • OneSaaS
  • Socket
  • TeamSupport.com
  • GetResponse
  • Wufoo
  • SimplyCast
  • CloudWork
  • Unbounce
Phone No.

Phone No.

415-231-6360 +1-888-900 9646
Types of Support

Types of Support

Phone
Ticket Training
Phone
Ticket Training
Features

Features

Copper FEATURES

  • Gmail Chrome Extension
  • G Suite Integration
  • Email Open Tracking
  • Email Templates
  • Bulk Email Sending
  • Native Mobile Application
  • Meeting Scheduler
  • Task Automation
  • Basic Reporting
  • Sales Forecasting
  • Activity Reporting
  • Lead & Activity Insights
  • Leaderboard
  • Goal Tracking
  • Custom Fields
  • API
  • Single Sign-On
  • User Provisioning
  • Multi-Currency

Zoho CRM FEATURES

Sales Force Automation
  • Lead Generation & Qualification
  • Pipeline Analysis
  • Sales Stage & Probability Analysis
  • Competitive Analysis
  • Real-Time Forecasting
  • Quota Management
Lead Management
  • Automate lead management process
  • Fast track lead to deal process
  • Capture leads from website
  • Import leads from trade shows, seminars, direct mail, etc.
  • Match sales-ready leads to the right sales people
  • Convert prospects into opportunities, accounts, and contacts with a single click
  • Sales processes as per own best practices (B2B & B2C)
Account Management
  • Single database
  • Customer data across products, geographies, account, and status
  • Parent-child relationships between customer accounts and their subsidiaries
  • Price quotes, sales orders and invoices
  • Purchase history to find cross-sell and up-sell opportunities
  • Loyalty programs
Effective Follow-up
  • Log important customer calls
  • Save customer meetings and calls in an intuitive calendar
  • Invite employees, leads and contacts to meetings and events
  • Manage recurring events by day, week, month and/or year
Website Integration with Forms
  • Create forms with no coding
  • Set rules to simplify lead distribution
  • Upload forms live instantly
  • Catch leads directly into your CRM
CRM Workflow Management
  • Workflow alerts while creating or modifying records
  • Associate tasks to the workflow rules with CRM records
  • Email notifications with templates and upon triggering a workflow rule
  • Auto schedule the workflow actions at pre-defined interval
  • Instant notifications to 3rd party applications via Webhooks
  • Custom Functions
  • Macros automate tasks
Sales Tracking
  • Sales Opportunity Management
  • Monitor sales opportunities across sales cycle
  • Import sales opportunities from third-party solutions and services
  • 360-degree view
  • Drag-and-drop customization wizard
  • Big deal alert
  • Sales pipeline and sales escalation process
  • Free Edition
Pulse
  • Track records that are critical to your business based on your criteria
  • Stay on top of sales updates in real time
  • Identify cold prospects for a sales follow-up
  • Sort updates by users and modules
  • Sort records by record owner and module
  • Complete visibility based on last activity
Sales Forecasting
  • Revenue based on data within Zoho CRM
  • Create, assign and revise sales quotas
  • Assess individual and team performance
  • Forecast accuracy against commit amounts
  • Fully customizable forecast reports and dashboards
Productivity
  • Business Card View
  • Quick glance at important details of the contact without scrolling or searching
  • Customize fields
MailMagnet
  • Captures, collates and distributes customer email activity within your CRM
  • Get notification and reply to customer emails within CRM
  • Intuitively scans your mailbox and displays only relevant emails
  • Send emails via your favorite mail client
  • Get a copy of the email linked to the right lead or contact in CRM
  • Link prospect and customers emails with your CRM data
  • Share emails from prospects based on your own rules
  • Create mail merge templates for different modules
  • Get updated user info in merged documents
  • Manage templates in secured folders
Document Library
  • Role-based folders, sub-folders
  • Share collateral to your salespeople
  • Send documents from your CRM
  • One document can have multiple versions
  • Quick feedback from colleagues to improve document
Social CRM
  • View social interactions of your brand with prospect
  • Reply to direct messages, likes and mentions via your brand’s social profile
  • Engage future prospects from within the social stream
  • Stay tapped on customer’s interests and updates
  • Comment or like them inside CRM
Mobile CRM
  • Real time access to customer data
  • Receive sales alerts
  • Search customers nearby, create tasks
  • Capture trade show leads directly into Zoho CRM
  • Digitalize and save business cards on your iPhone
CRM for Google Apps
  • Custom Modules, API, Webhooks and Custom Functions
  • Create campaigns, email marketing & autoresponders
  • Enable security controls, organizational hierarchy & territories
Pricing Details

Pricing Details

Learn more about Copper pricing Learn more about Zoho CRM pricing
Available Devices

Available Devices

Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Languages

Languages

English English, Chinese, German, Hindi, Japanese, Spanish, French, Russian, Italian, Dutch, Portugese, Polish, Turkish, Swedish
Cost Details

Cost Details

Copper offers three enterprise pricing plans for users to choose from. There is also a 14-day free trial plan available if you want to examine the software more closely. Take a look at the pricing details below and see which plan would best for your company:

Basic Plan: $19/month per user

  • Gmail Chrome Extension
  • Google Calendar
  • Google & Team Drive
  • Google Docs
  • Google Slides
  • Google Sheets
  • Google Hangouts Chat
  • 3 Email Templates
  • 1 Bulk Email
  • Mobile Applications
  • Meeting Scheduler
  • Basic Reporting
  • Sales Forecasting
  • 5 Custom Fields
  • 30,000 Records
  • 2GB Storage Space
  • Zapier
  • Slack Integration

Professional Plan: $49/month per user

  • Unlimited Number of Users
  • Gmail Chrome Extension
  • Google Calendar
  • Google & Team Drive
  • Google Docs
  • Google Slides
  • Google Sheets
  • Google Hangouts Chat
  • Email Open Tracking
  • 10 Email Templates
  • 10 Bulk Email
  • Mobile Applications
  • Meeting Scheduler
  • Task Automation
  • Basic Reporting
  • Sales Forecasting
  • Activity Reporting
  • Google Data Studio Integration
  • 25 Custom Fields
  • 100,000 Records
  • 200GB Storage Space
  • Zapier
  • Slack Integration
  • Permissions & Visibility
  • MailChimp Integration
  • Tray.io

Business Plan: $119/month per user

  • Unlimited Number of Users
  • Gmail Chrome Extension
  • Google Calendar
  • Google & Team Drive
  • Google Docs
  • Google Slides
  • Google Sheets
  • Google Hangouts Chat
  • Email Open Tracking
  • Unlimited Email Templates
  • Unlimited Bulk Email
  • Mobile Applications
  • Meeting Scheduler
  • Task Automation
  • Basic Reporting
  • Sales Forecasting
  • Activity Reporting
  • Google Data Studio Integration
  • Lead & Activity Insights
  • Leaderboard
  • Goal Tracking
  • 100 Custom Fields
  • 500,000 Records
  • 500GB Storage Space
  • Zapier
  • Slack Integration
  • Permissions & Visibility
  • MailChimp Integration
  • Tray.io
  • RingCentral Integration
  • Embedded Integrations
  • Single Sign-On
  • User Provisioning
  • Multi-Currency

Zoho CRM offers a free edition and per user monthly subscription plans that are billed annually. All major cards and bank or check transfer are accepted. There is also a great free trial plan that you can try out. These are the SMB and enterprise pricing plans to choose from:

Free Edition – Up to 3 users

  • Leads
  • Contacts
  • Accounts
  • Opportunities
  • Tasks, events, call logs, and notes
  • CRM views
  • Advanced filters
  • Status updates
  • Direct messages
  • Attach files to feeds
  • Follow up rules
  • Twitter, Facebook & Google+ integration
  • 10 Email templates
  • Email opt-out
  • Several other features

Standard – $18/user/month (billed monthly) $12/user/month (billed annually) plus tax, as applicable

  • All features from Free Plan +
  • Workflow rules
  • Scoring rules
  • Webforms
  • Sales forecasting
  • Custom fields
  • Roles and profiles
  • Document library
  • Charts and KPIs
  • Secure, encrypted transmission
  • Call center connectors

Professional – $30/user/month (billed monthly) or $20/user/month (billed annually) plus tax, as applicable

  • All Features from the Standard Plan +
  • Social CRM
  • Blueprint – Process management
  • Macros
  • Email integration
  • Inventory management
  • Google AdWords integration
  • Sales signals
  • Unlimited records

Enterprise – $45/user/month (billed monthly) or $35/user/month (billed annually) plus tax, as applicable

  • All Features from the Professional Plan +
  • Multi-user portals
  • Custom modules and buttons
  • Encryption at Rest
  • Subforms
  • Zia Voice – Conversational AI
  • Conditional fields
  • Mobile SDK and app distribution
  • Target meters, Anomaly detectors, Predictive AI

Ultimate – $100/user/month ( billed annually)

  • All Features from other plans +
  • Data enrichment
  • Email sentiment
  • Automation suggestions
  • Enhanced storage
  • Dedicated Database cluster
  • Free Premium support
Types of Customers

Types of Customers

Small Business | Large Enterprises | Medium Business | Freelancers Small Business | Large Enterprises | Medium Business | Freelancers
Vendor's Address

Vendor's Address

301 Howard St. #600
San Francisco, CA 94105
United States
4141 Haciendra Drive
Pleasanton, CA 94588
USA
Contact Email

Contact Email

info@copper.com sales@zohocorp.com
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QUICK LINKS

QUICK LINKS

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Every time you choose a solution that you think will work best for your business you shouldn’t just pay attention to what experts have to say about it. Quite frequently individual experience with the software may change, depending on your own preferences and work processes. That’s why in our reviews we also provide our User Satisfaction Rating for every software to give you a quick impression of how actual users of Copper and Zoho CRM evaluate their experience with the service. Our system is based on complex analysis of product mentions on other websites, social networks and blogs, so you will receive a comprehensive and reliable picture of what other customers think about each app. In this case Copper got a total satisfaction rating at 97% while for Zoho CRM 92% of users say they had a positive experience with it.