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Compare Copper vs Zoho CRM

What is better Copper or Zoho CRM? Various organizations require different types of CRM Software. To find out which service meets your requirements, consider comparing various alternatives feature by feature including their terms and costs. Furthermore, you can get a quick idea of their overall performance and customer feedback by having a look at our smart scoring system.

The results are: Copper (9.2) vs. Zoho CRM (9.4) for all round quality and usefulness; Copper (97%) vs. Zoho CRM (92%) for user satisfaction rating. Examine their strong and weak points and find out which software is a more sensible choice for your company. A simple, practical tactic is to note down the advantages and disadvantages of both applications side by side and see which software has more benefits.

In the event you need to quickly identify the top CRM Software according to our experts we suggest you check out the following solutions: HubSpot CRM, Salesforce CRM, Freshsales.

NOAWARDS
YET

SmartScore™

OUR SCORE 9.2

User Satisfaction

CUSTOMER EXPERIENCE 97%

Pricing

Starting from $19

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of 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

Pricing Info

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

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Peugeot, Getaround, Hello Fresh

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

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

An online CRM platform that is integrated with Google Apps and designed to be powerful yet simple to use.

Company Email

info@copper.com

Contact No.

Company's Address

301 Howard St. #600
San Francisco, CA 94105
United States

NOAWARDS
YET

SmartScore™

OUR SCORE 9.4

User Satisfaction

CUSTOMER EXPERIENCE 92%

Pricing

free

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of 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 Info

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  – 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

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

ClearTrip for Business, TDirect, ThinkCre8tive, Pepperstone

Integrations

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

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

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.

Company Email

sales@zohocorp.com

Contact No.

Company's Address

4141 Haciendra Drive
Pleasanton, CA 94588
USA

When you compare various CRM Software products you shouldn’t only study their features list and available pricing packages. Pay attention to the fact that the app must be adjusted to your standards and team so the more flexible their offer the better. Explore which systems are supported by Copper and Zoho CRM and be certain you will get mobile support for whichever devices you work on in your company. You should also learn which languages and countries are supported, as this might be a deal breaker for many businesses.

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