Copper
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Campaign Membership
- Campaign Management
- Lead and Opportunity Management
- Quotas, and Forecast
- Case or ticket assignment
- Automatic ticket numbers
- Fully Featured Reporting Functionality
- Foreign Currency & Exchange Rates
- Manage Products and Pricing Schemes
- Sales Order Processing
- Unlimited Customizable Dashboards
- Notes, Activities and Notifications
- Capacity to send Outbound Emails
- Account & Contact Management
- Sales Management & Automation
- Marketing Management
- Customer Service Management
- Order Processing
- Invoicing & Credit Notes
- Automation Engine & Workflows
- Customizable Layouts
- Security
- Data Management
- Reporting & Dashboards
- Mobile
- Sandbox & Testing
- Events Management
Pricing Info
Pricing Info
Workbooks offers the following enterprise pricing plans, choose what’s best for your business:
Free Plan – $0
- 2 users completely free
- Free online support
- Contact management
- Sales force automation
- Marketing automation
- Customer support
- Order management
- Invoicing & credit notes
- Reporting & views
Workbooks.com CRM – $30/user/month
- Most free package features
- Unlimited users
- Optional Add-ons
Workbooks.com Business – $65/user/month
- All features from previous packages
- Unlimited users
- Unlimited platform and support options
Integrations
Integrations
Workbooks integrates with the following software and applications:
- Adobe Sign
- Barbour ABI
- Basecamp
- Box
- Campaign Master
- Constant Contact
- Creditsafe
- dotdigital
- Eventbrite
- EventHQ
- GoCardless
- GoogleDocs
- GoToMeeting
- Hellosign
- Hubspot
- Import/Export
- Lead Forensics
- Loqate
- MagneticOne Mobile
- MailChimp
- Microsoft Azure
- Microsoft Exchange Server
- Microsoft Outlook
- Microsoft SQL Server
- Mondago
- MPZ Mail
- MySQL
- Piesync
- Quickbooks
- Sage
- Wolters Kluwer
- Xero
- Zapier
- Zendesk
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Amstore, ClinkClink, Megatech Ltd
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Workbooks helps sales leaders, sales people, and marketers with the necessary tools to create leads, handle the sales pipeline and close more deals.
Company Email
info@workbooks.com
Contact No.
Company's Address
Unit 9 Suttons Business Park,
Suttons Park Avenue,
Reading, Berkshire RG6 1AZ,
United Kingdom
Workbooks Comparisons
Popular Workbooks Alternatives
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
Try their 14-day free trial with no credit card required.
Starter – $9/user/month (billed annually) or $12/user monthly
- 1,000 contact limit
- Full Google Workspace integration
- Activity feed
- Forms
- Tasks
Basic – $23/user/month (billed annually) or $29/user monthly
Includes everything in Starter, plus:
- 2,500 contact limit
- Task automation
- Pipelines
- Contact enrichment
- Team collaboration
Professional – $59/user/month (billed annually) or $69/user/month
Includes everything in Basic, plus:
- 15,000 contact limit
- Workflow automation
- Bulk email
- Reporting
- Integration with other apps
Business – $99/user/month (billed annually) or $134/user/month
Includes everything in Professional, plus:
- Unlimited contacts
- Email sequences
- Website tracking
- Lead scoring
- LinkedIn Integration
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
- and more
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Peugeot, Getaround, Hello Fresh
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
A powerful yet simple-to-use online CRM platform. It has an intuitive interface and comprehensive productivity and collaboration tools that can improve customer interactions and enhance the effectiveness of your sales and marketing strategies. In addition, Copper also offers a highly scalable and configurable interface with its API capabilities.
Company Email
info@copper.com
Company's Address
301 Howard St. #600
San Francisco, CA 94105
United States
Copper Comparisons
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All the data, facts and statistics that we offered in this comparison were gathered from official company sites, advertising resources available online, actual experience from real clients as well as our individual direct use of every software by a professional reviewer. We do our best to thoroughly examine every service, as a result we not only examine it on our own, but we also correlate our findings with views of other members from the B2B community.
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