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Copper CRM vs SalesNow

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Our analysts compared Copper CRM vs SalesNow 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
Copper CRM Software Tool
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SalesNow Software Tool
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Product Basics

Analyst Rating

61 Detailed Analysis

User Sentiment

Excellent User Sentiment (1012 Reviews)

Analyst Rating

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Detailed Analysis

User Sentiment

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( Reviews)
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.
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SalesNOW is a mobile and web-based platform that helps nurture customer relationships. Designed for sales and service reps, it helps increase management visibility, enhance the sales team’s effectiveness, optimize reporting and access visual reports. Customer service, lead management, its product database, consulting services and email integration are some of its notable strengths.
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$19 Monthly
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$19.95/User, Monthly
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Tailored to your specific needs
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Product Assistance

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FAQ
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Knowledge Base
24/7 Live Support
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Product Insights

  • 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. 
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  • Easy Implementation: Set up teams using multi-level team structure, determine security clearance for each individual and import data using custom utility or standard templates. The import tools help remove redundant records and share information about import progress, including which tools aren’t imported and why. 
  • Free Training: Free web-based training is available for team members. Resources include personalized web training for new hires and pre-recorded training sessions. 
  • Affordable: For a low price-per-user, its wide range of offerings include unlimited custom fields, 2 GB document storage, geolocation, advanced admin controls and in-depth sales insights. 
  • Improved Sales Performance: Provide a framework for collaborative sales efforts and improve productivity by eliminating redundancy, delays and confusion. Notify team members while assigning and sharing deals, tasks, cases and leads with them. 
  • Compact Lead Import: Gather leads from trade shows, purchased lists, seminars and web capture. Perform deduping to ensure clean data and perfect merging. Allocate the most promising leads to competent sales reps and track follow-up calls, activities and leads at every stage. 
  • Customized Services: The vendor offers customized consulting services according to modified requirements. An open REST API allows the consulting team or the development team to integrate the platform into both in-house and off-the-shelf apps. 
  • Loyal Customer Relationships: Resolve customer issues quickly and build profitable customer relationships and quality customer experiences. Ensure issues are resolved in a timely manner using escalations, automatic workflows, notifications, dashboards and reports. 
  • Improved Marketing Campaigns: Deploy campaigns and track their effectiveness directly from the platform and target particular market segments with specific campaigns. Monitor campaign responses closely and track ROI. 
  • End-to-End Lead Management: Efficiently manage leads from different sources by organizing and assigning them. Monitor all activities related to each lead to avoid redundancy and wasted efforts. Can also track and manage sales leads on mobile devices and capture leads from websites. 
  • Efficient Customer Management: Track client and prospect interactions in a centralized system. Monitor content, share important files with team members in real time, view the relationships between contacts and accounts, and leverage flexible modules like day planning, calendar integrations and custom activity records. 
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  • 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. 
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  • Cloud-Hosted: Accessible from any web browser as and when needed, it offers online data access and training, setup and user provisioning, nightly backups, database maintenance, flexible licensing and technical support through phone and email, along with automatic upgrades. 
  • Account Customization: Customize fields and modules to match business needs. Customize the default deal stages — qualified, unqualified, committed, differentiated and closed — and associated sales probabilities to fit existing processes. Add multiple revenue streams to track different products and quantities. 
  • Knowledge Base: Find quick and relevant answers to questions. Once cases are created and categorized, they’re assigned to support reps and managed through the predefined case workflow. Monitor cases using unique case numbers and look for red and yellow color-coded cases that aren’t closed within deadlines. 
  • Sales Management: Monitor sales pipelines, deal statuses and team members’ activities in a central place. Share deal and customer records with sales reps and assign tasks, calls or meetings to suitable candidates. Analyze sales data using specific attributes such as deal status, custom field data and type of sale. 
  • Automated Notifications: Automatically sends notifications for opening and closing cases to various groups. Templates are available in multiple languages to cater to different customer groups. 
  • Product Listing: Set product status to active or inactive, store standard fields such as price, quantity, dimensions and size, and associate products with different suppliers. 
  • Reports and Dashboards: Visual sales dashboards offer snapshots of team performance, while sales insights include reports on forecasts and individual members’ activities. Add customized dashboards to check sales funnels, receive real-time updates and get reports from custom fields. 
  • Email Integration: Integrations with major email clients such as Gmail and Outlook help gather relevant information about accounts, leads and deals. Connect email campaigns to leading marketing programs such as Constant Contact and AT&T Messaging Toolkit. Additionally, real-time chat functionality is available. 
  • Product Module: Get a 360-degree view of all products including associated suppliers, brochures and other documents. Search and organize solutions with up to three levels of categorization. 
  • Lead Conversion:  Convert leads into opportunities and get a glance of related information including meeting notes, emails, call notes, attachments and more from the deal records. Follow each deal to identify inactive leads and know about the time taken for follow-ups, number of converted leads and more. 
  • Quotes and Sales Orders: Create sales orders and quotes directly from deal records. Merge quote data with customer information to create official quotes, and then save those as attachments to deal records. 
  • Chat Support: Stay connected with customers using chat, communicate with team members in real time and gather valuable insights to collaborate on critical deals. Access old and new chat sessions from mobile. 
  • Mobile: Available on iOS, Android and Blackberry, it offers a lot of web features and native mobile functionalities. Allows direct integrations with the email, calendar, contacts, map and camera apps on various devices. Local data storage enables seamless offline work. 
  • Lead Source Tracking: Create a customized list of lead sources, link them to campaigns to track their success and get valuable insights into lead generation programs in real time. 
  • Custom Filters and Fields: Define custom fields within contact and account records to enter, find and sort relevant information. Narrow down searches using attributes such as industries, zip codes and more. 
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Product Ranking

#28

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#51

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Analyst Rating Summary

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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Copper CRM
SalesNow
+ Add Product + Add Product
Account And Contact Management Communication Channels Dashboards And Reports Document Management Lead Management Mobile Capabilities Opportunity Management Partner Relationship Management Platform Capabilities Product Management Quotes, Orders, And Contracts Management Sales Performance Management Team Collaboration 74 78 100 54 88 55 91 0 50 32 47 45 75 0 25 50 75 100
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

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User Sentiment Summary

Excellent User Sentiment 1012 reviews
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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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Awards

Copper CRM stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award

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Synopsis of User Ratings and Reviews

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.
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Intuitive Interface: Users praise SalesNOW for its user-friendly design, making it easy to navigate and adapt to various business processes.
Customization: The software allows for tailoring to meet specific business needs, ensuring a personalized experience for users.
Affordability: SalesNOW is lauded for its cost-effectiveness, especially when compared to competitors, making it a budget-friendly choice for businesses.
Strong Customer Support: Users consistently highlight the responsiveness and helpfulness of the support team, contributing to a positive overall experience.
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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.
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Performance Issues: Users have reported occasional slow loading times which can hinder productivity.
Limited Business Card Scanning: The software's business card scanning feature has limitations, potentially requiring manual data entry.
Navigation Challenges: Some users find navigation within certain areas of the platform to be cumbersome and not intuitive.
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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.

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Users consistently applaud SalesNow for its user-friendly interface, making it a breeze to navigate and tailor to their specific needs, much like a well-organized toolbox that simplifies daily tasks. This ease of use, coupled with its affordability, positions SalesNow as a compelling choice for businesses seeking a practical CRM solution without breaking the bank. Users particularly appreciate the seamless integration options, allowing them to connect with existing tools and streamline their workflows. However, some users have expressed concerns about the email functionality, finding it less intuitive than desired, and the mobile experience on iPhones, which has been reported to be less polished compared to other platforms. A standout feature consistently highlighted in user reviews is SalesNow's exceptional customer support. Users rave about the responsive and helpful nature of the support team, who go above and beyond to assist with any queries or issues. This personalized touch sets SalesNow apart from competitors and provides users with peace of mind knowing that help is readily available. Overall, SalesNow emerges as an ideal CRM solution for small to medium-sized businesses looking for an intuitive, budget-friendly platform with stellar customer support. Its strengths lie in its simplicity, affordability, and exceptional support, making it a practical choice for businesses seeking a reliable CRM solution to enhance their sales processes.

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Screenshots

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