Home > CRM Software > kvCORE > kvCORE vs Copper CRM

kvCORE vs Copper CRM

Last Updated: November 18th, 2024

Our analysts compared kvCORE vs Copper CRM based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.

Overview Pricing Benefits & Features Analyst Ratings Comparison Charts User Ratings Analyst Summary Screenshots

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Product Basics

kvCORE is a cloud-based, suite solution designed to optimize growth and streamline operations for real estate agencies. It provides users with workflow automation, centralized data and AI-powered tools to boost efficiency.

Realtors can build comprehensive client profiles using validated data, manage leads and SOI from a central dashboard and share contact profiles with other stakeholders.

The mobile app offers additional accessibility with features like a power dialer, remote communication and task management. Users can improve extensibility with Zapier integrations.

Designed to integrate with Gmail and other Google Apps, Copper (formerly ProsperWorks) is a comprehensive and easy-to-use platform. It helps small and medium-sized businesses automate core operations; manage leads, sources and opportunities; streamline sales processes; uncover actionable insights; and nurture customer relationships.

It enables users to check email threads and past interactions. It also acts as an alternative for goal setting and forecast management, as it converts sales bottlenecks into visible opportunities.

$499 Monthly

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Tailored to your specific needs

$19 Monthly

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Tailored to your specific needs

Small

Medium

Large

Small

Medium

Large

Windows

Mac

Linux

Android

Chromebook

Windows

Mac

Linux

Android

Chromebook

Cloud

On-Premise

Mobile

Cloud

On-Premise

Mobile

Product Assistance

Documentation

In Person

Live Online

Videos

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Documentation

In Person

Live Online

Videos

Webinars

Phone

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FAQ

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Knowledge Base

24/7 Live Support

Phone

Chat

FAQ

Forum

Knowledge Base

24/7 Live Support

Product Insights

Utilize AI: Leverage AI tools to automate lead nurturing and identify the hottest prospects. Combine AI and behavioral insights to engage prospects with personalized messages and content.
Optimize Lead Generation: Capture leads from various sources and centralize them using a unified pipeline. Design high-performing websites with customizable IDX features to keep potential buyers and sellers engaged and boost inquiries.
Automate Repetitive Tasks: Give sales reps more time to build one-on-one relationships by automating tasks like email follow-ups, lead scoring, and transaction management.
Enhance Accessibility: Access contact lists, make calls, and manage tasks on the go with the mobile app. Log notes and assign future follow-ups,
Increase Efficiency: Use a central location to manage and promote all listings, including off-market properties. Generate automated social media posts and leverage mass-texting capabilities to maximize listing exposure.
Improve Collaboration: Minimize miscommunication between agents and transaction and listing coordinators, lenders and ISA with shareable contact pages, complete with detailed information and notes.
Boost Conversion Rates: Improve sales conversions by assigning the best leads to higher performing agents. Enable automatic lead routing based on agent listings, source, location and price point.

Built for G Suite: Integrate with the entire G Suite ecosystem seamlessly for a unified experience. The Gmail Chrome extension helps identify, track and optimize sales contacts and opportunities within users’ inboxes. The Google Sheets add-on helps create advanced dashboards, reports, charts and graphs.
Integrations: Native and embedded integrations are available. Also integrates seamlessly with tools like Slack, Zendesk, Hubspot, Xero, QuickBooks, Docusign, RingCentral, Mailchimp and PersistIQ.
Insights: Receive accurate business data with sales forecasting, visual reporting and analytics. Automatically capture data, leverage real-time pipeline tracking and view potential revenue by expected close date. Using these elements, keep a pulse on deals, plan things ahead and determine the correct course of action.
Security: Gain absolute data protection and security control through vulnerability testing, data encryption, user access management, two-factor authentication, data security training and regular user access review.
Customizability: Add fields to track business-specific details for managing accounts. Save pre-filtered lists of leads, contacts and companies for a quick view and set preferences to receive real-time alerts that indicate when leads, accounts or deals need attention.

Lead Generation: Turn the company website into a lead magnet with IDX squeeze pages and landing pages. Gather valuable contact information from potential buyers and sellers automatically. Use a built-in poster to share content to social media platforms.
Customizable Websites: Design a professional, mobile-friendly website that reflects a unique company brand. Showcase listings, capture leads with strategic CTAs, and boost credibility through compelling content.
Contact Validation: Ensure follow up with leads is based on the right information. Use ongoing contact validation to confirm contact information and build a comprehensive client profile from additional sources.
AI-Driven Tools: Identify the hottest prospects based on behavioral insights and automate lead nurturing campaigns. Send AI-gnerationed automated texts and personalized follow-ups to boost engagement
Mobile App: Stay connected on the go. View daily call lists, access a power dialer, receive notification and manage tasks directly from your phone or tablet.
Business Analytics Dashboard: Analyze the entire organization’s data in real time to spot exact sources of closed deals. Receive predictive lead behavior, transaction aging reports, and information on agent and team performance.
Communication Tools: Send personalized emails, automate follow-ups, and leverage built-in texting capabilities to stay connected with clients and nurture leads throughout the sales cycle.
Integration: Use a Zapier integration to connect thousands of apps including Gmail, Mailchimp, Zillow, Brokermind and Dotloop.

Contact Management: Acts as a Google contacts manager ensuring leads, prospects and customers are automatically synced between all the tools. Manage, engage and nurture contacts better by customizing contact types to categorize business relationships.
Workflow Automation: Saves sales reps an average of eight hours per week by eliminating manual and tedious tasks, standardizing processes, and letting them focus on managing leads and working opportunities. They can avoid mistakes as well as improve deal velocity, sales efficiency, conversion rates and closed deals’ percentage.
Task Management: Manage, prioritize and assign time-based tasks easily, improve team collaboration, set reminders and create automatic to-do lists by streamlining task management. Filter through tasks by owner, due date, opportunity and status for a consolidated view of ongoing tasks.
Opportunity Management: Monitor deal progression through visual pipelines and guide sales reps to close deals. It provides sales opportunity reports, prebuilt dashboards and analytics to identify bottlenecks quickly.
Sales Dashboards: Gain full visibility into critical insights to keep a pulse on sales opportunities. Track sales data in any timeframe to estimate the close date, and make informed decisions based on the insights.
Sales Process Management: Create defined sales stages and identify problem areas in the sales funnel. Move deals through the funnel systematically, eliminate repetitive and time-consuming tasks, ensure consistency and structure in the team, and automate the sales team’s cadence.
Lead Management: Eliminate spreadsheets, identify channels bringing qualified leads and increase sales rep efficiency. With these tools, capture leads, collect relevant data, prioritize the hottest prospects and nurture them to become customers.
Lead Tracker: Streamline lead generation efforts by tracking, organizing and managing sales prospects in less time and instead focus on conversion.
Project Management: Reduce bottlenecks by providing customized workflows that suit individual teams and ensure teamwork via tagging, task assignment and file sharing.
Pipeline Management: Real-time tracking, measurement and analysis enable improved performance across every stage of the sales process. Monitor open opportunities and their associated value. Also, create and customize unlimited drag-and-drop pipelines and manage teams from any location.
Email: A real-time activity tracker optimizes marketing efforts by showing when prospects open, click and engage with emails, along with the kind of content that receives the most engagement. Gmail integration helps improve lead-to-opportunity conversion rates and enables sending multiple campaigns at once, while prebuilt templates save time.
Mobile App: Improve productivity by answering customers, approving last-minute proposals and tracking sales pipeline while on the go.

Product Ranking

#20

among all
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#28

among all
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Analyst Rating Summary

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User Sentiment Summary

94%

of users recommend this product

kvCORE has a 'excellent' User Satisfaction Rating of 94% when considering 2022 user reviews from 3 recognized software review sites.

90%

of users recommend this product

Copper CRM has a 'excellent' User Satisfaction Rating of 90% when considering 1012 user reviews from 5 recognized software review sites.

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4.9 (24)

4.7 (1459)

4.6 (531)

4.6 (529)

4.4 (410)

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4.0 (11)

4.8 (34)

4.1 (36)

Awards

Synopsis of User Ratings and Reviews

Client Engagement: Reviewers who mention this feature enjoyed the automated follow-ups and ability to send bulk emails and texts.

Lead Management: Users referencing this feature noted the software’s efficiency in generating, categorizing, tracking and nurturing leads.

Organized Information: The software helps keep information organized in a central repository with a updated dashboard making it easy to see SOI information, search for contacts and track communication activity.

Ease of Use: A majority of the reviews about usability approve of how user-friendly and easy-to-navigate the platform is.

G Suite and Gmail Integration: Every user referencing this feature mentions it simplifies managing data, accessing contact information and more.

Easy to Use: The interface is easy to navigate, according to 91% of reviewers mentioning this aspect.

Tracking Client Interaction: It’s easy to track conversions and interactions with clients, as observed by every user who talked about this aspect.

Customization: It’s possible to customize different aspects of the platform, as noted by 85% of the reviewers who mentioned this feature.

Configuration: Set up is easy, according to every user mentioning configuration.

Project Management: This feature helps keep track of who’s working on what and eliminates repetitive work, as observed by every user referencing it.

Customer Support: A majority of the reviewers who mention this feature felt support response times need improvement.

Technical Glitches: The interface has some small technical issues, and users get logged out frequently, particularly with the mobile app.

Slow Process: Every user who references this aspect noted that the system is slow to load at times.

Technical Glitches: Every user referencing this aspect noted it has issues like not being able to change font color when adding notes or having to log in repetitively due to connection errors.

Reports: According to 70% of reviewers who mention this feature, daily accurate reports on progress would be of great help.

Email Tracking: This feature needs improvement, as it’s not possible to send emails with graphics or merge those emails, as observed by 75% of reviews referencing email tracking.

kvCORE is an all-in-one platform designed specifically for the real estate industry. It provides AI-powered tools to automate lead nurturing and identify high-potential prospects. Realtors can optimize lead generation through customizable IDX websites and capture leads from various sources. Additionally, the platform automates repetitive tasks such as email follow-ups and lead scoring, while the mobile app enhances accessibility for on-the-go management.User reviews generally highlight the platform's strengths in client engagement, lead management, organized information storage, and user-friendliness. Some areas for improvement, include customer support response times, occasional technical glitches, and slow loading speeds. Overall, kvCORE offers a comprehensive suite of features designed to streamline real estate CRM workflows for larger teams as small teams and sole realtors may find pricing is cost-prohibitive.

Copper provides an easy-to-use platform offering seamless G Suite integration. It helps track client interactions, communicate with employees, automate core operations, and manage leads. It’s quite easy to configure and customize the system, as noted by most reviewers. However, it suffers from technical glitches, and reviews observed that its reporting and email tracking features need improvement. Overall, the system is a good fit for smaller businesses that already use G Suite tools and want a CRM that can plug into those apps and processes.

Screenshots

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FAQ

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