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93% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Copper CRM (Formerly ProsperWorks) logo
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93% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Insightly logo
CRM Software

4 5,164 user ratings

View Details
Featured

94% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Bigin by Zoho CRM logo

Bigin by Zoho CRM

CRM Software

4.7 544 user ratings

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Featured

85% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

EngageBay Sales CRM logo

EngageBay Sales CRM

CRM Software

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Overview

Description Copper (Formerly ProsperWorks CRM) is not just another CRM platform; it's a powerful tool designed specifically for businesses that leverage Google Workspace. Copper seamlessly organizes all the communications—emails, calls, files, and notes—for every contact, providing a comprehensive overview of the entire relationship history with each client or lead. This means no detail is too small, and every interaction is logged, offering insights that are crucial for nurturing and maintaining strong relationships. With intuitive features like tagging, filtering, and sorting, one can easily segment the leads and customers based on any criteria of choice, allowing for targeted business development strategies and a more in-depth analysis of where the opportunities originate. Furthermore, Copper is designed to streamline the lead qualification process, ensuring that more prospects turn into paying customers. Real-time notifications keep you informed about when the contacts need engagement, while the ability to add custom tags and fields helps to personalize the approach for different groups, such as VIPs or high-potential leads. One of Copper's standout features is its email tracking capability, enabling one to know precisely when a significant lead or customer opens the message so one can follow up promptly. This interaction tracking and customization level ensure that Copper is not just a CRM but a comprehensive platform for facilitating and expanding your business relationships. Read more Insightly stands out as a versatile and powerful CRM tool, adept at capturing and managing leads through every stage of the sales process. With Insightly, users benefit from comprehensive contact management capabilities, enabling them to effortlessly track essential lead information, including details derived from emails. The platform's seamless integration with popular cloud storage services like Dropbox, Box, Google Drive, and Microsoft OneDrive simplifies file uploads, ensuring a hassle-free experience. Beyond its CRM functionalities, Insightly features an inbuilt project management system that allows for continuous workflow monitoring and timely content publication. Its adaptability makes it an ideal choice for various sectors including accounting, construction, education, health, and real estate, solidifying its position as a fundamental tool for businesses aiming to streamline their operations and enhance productivity. Read more Bigin by Zoho CRM is a refreshingly simple CRM built with small businesses, startups and growing teams in mind. It is designed to be intuitive and easy to use, helping you bring all your customer-facing operations—including sales, marketing, onboarding, delivery, and support—all into one place. Bigin lets you manage every important interaction and customer relationship with ease—no more switching between spreadsheets or dealing with overly complicated tools. Over 30,000+ businesses globally trust Bigin to simplify their processes and strengthen their customer relationships. Whether you are just starting out or scaling up, Bigin gives you the features you need to keep growing! Read more EngageBay is an all-in-one marketing and sales CRM solution that helps businesses organize email contacts, monitor deals, grow sales, and build customer relationships. Users can get a complete view of every interaction ever had with their leads and get deep customer insights to the market and sell better. It allows users to design engaging emails and run email marketing campaigns easily with just a simple click of a button. Businesses can measure performance and get better click-through rates, thus helping to grow the business. Through the customizable forms feature, users can create simple and stylish forms on any device and dramatically improve their conversations. Users can choose from a wide range of landing page templates or create their pages in less than two minutes. The powerful email tracker helps to keep track of prospects actions and get notified the moment someone opens an email or clicks a link in the email. Read more
Pricing Options
  • Free Trial Available
  • Starts at $9.0.
  • Free Trial Not Available
  • Starts at $29.0. Offers Free-forever plan.
  • Free Trial Available
  • Starts at $7.0. Offers Free-forever plan.
  • Free Trial Not Available
  • Starts at $10.39. Offers Free-forever plan.
SW Score & Breakdown

93% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    99%
  • Reviews
    85%
  • Momentum
    63%
  • Popularity
    79%

93% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    99%
  • Reviews
    76%
  • Momentum
    67%
  • Popularity
    78%

94% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    99%
  • Reviews
    85%
  • Momentum
    64%
  • Popularity
    79%

85% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    97%
  • Reviews
    60%
  • Momentum
    62%
  • Popularity
    64%
SaaSworthy Awards # 12 Highly Rated # 13 Fastest Growing # 16 Fastest Growing # 6 Most Popular # 11 Most Popular # 14 Highly Rated
Not Available

Features

Total Features
26 Features
25 Features
26 Features
23 Features
Common Features for All
    Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.
    Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork
    Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.
    Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads
    Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services
    Dedicated Phone Line Integration Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking
    Document Management Ability to store and manage various information and documents in electronic format.
    Lead Management A systemized and organized way of managing all your leads and their conversation.
    Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response.
    List Management Enables management of multiple lists and communications with them
    Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI
    Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.
    Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way
    Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product.
    Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.
    Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity
    Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms
    Referral Tracking Track and manage your referred customers.
    Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress.
    Sales Force Automation Streamlined management of the sales cycle from lead to close
    Territory Management Helps to assign, manage sales territories and conveniently track their progress
  • + 18 More - Show Less
    • Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.
      Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork
      Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.
      Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads
      Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services
      Dedicated Phone Line Integration Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking
      Document Management Ability to store and manage various information and documents in electronic format.
      Lead Management A systemized and organized way of managing all your leads and their conversation.
      Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response.
      List Management Enables management of multiple lists and communications with them
      Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI
      Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.
      Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way
      Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product.
      Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.
      Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity
      Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms
      Referral Tracking Track and manage your referred customers.
      Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress.
      Sales Force Automation Streamlined management of the sales cycle from lead to close
      Territory Management Helps to assign, manage sales territories and conveniently track their progress
  • + 17 More - Show Less
    • Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.
      Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork
      Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.
      Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads
      Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services
      Dedicated Phone Line Integration Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking
      Document Management Ability to store and manage various information and documents in electronic format.
      Lead Management A systemized and organized way of managing all your leads and their conversation.
      Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response.
      List Management Enables management of multiple lists and communications with them
      Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI
      Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.
      Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way
      Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product.
      Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.
      Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity
      Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms
      Referral Tracking Track and manage your referred customers.
      Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress.
      Sales Force Automation Streamlined management of the sales cycle from lead to close
      Territory Management Helps to assign, manage sales territories and conveniently track their progress
  • + 18 More - Show Less
    • Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.
      Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork
      Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.
      Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads
      Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services
      Dedicated Phone Line Integration Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking
      Document Management Ability to store and manage various information and documents in electronic format.
      Lead Management A systemized and organized way of managing all your leads and their conversation.
      Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response.
      List Management Enables management of multiple lists and communications with them
      Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI
      Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.
      Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way
      Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product.
      Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.
      Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity
      Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms
      Referral Tracking Track and manage your referred customers.
      Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress.
      Sales Force Automation Streamlined management of the sales cycle from lead to close
      Territory Management Helps to assign, manage sales territories and conveniently track their progress
  • + 15 More - Show Less
  • Unique Features
      Advanced Automation Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.
      Customization Helps to customize the system for use in industry-specific use cases
      IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis
      Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media.
      Predictive Analytics Advanced analytics for predicting outcomes based on performance and historical data.
      Advanced Automation Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.
      Customization Helps to customize the system for use in industry-specific use cases
      IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis
      Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media.
      Predictive Analytics Advanced analytics for predicting outcomes based on performance and historical data.
      Advanced Automation Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.
      Customization Helps to customize the system for use in industry-specific use cases
      IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis
      Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media.
      Predictive Analytics Advanced analytics for predicting outcomes based on performance and historical data.
      Advanced Automation Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.
      Customization Helps to customize the system for use in industry-specific use cases
      IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis
      Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media.
      Predictive Analytics Advanced analytics for predicting outcomes based on performance and historical data.

    Technical Details

    Organization Types Supported
    • Freelancers
    • Large Enterprises
    • Medium Business
    • Small Business
    • Freelancers
    • Large Enterprises
    • Medium Business
    • Small Business
    • Freelancers
    • Large Enterprises
    • Medium Business
    • Small Business
    • Freelancers
    • Large Enterprises
    • Medium Business
    • Small Business
    Platforms Supported
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    Modes of Support
    • 24/7 (Live rep)
    • Business Hours
    • Online
    • 24/7 (Live rep)
    • Business Hours
    • Online
    • 24/7 (Live rep)
    • Business Hours
    • Online
    • 24/7 (Live rep)
    • Business Hours
    • Online
    API Support
    • Available
    • Available
    • Available
    • Available

    Reviews & Ratings

    User Rating
    3.1/5 99 user ratings
    4/5 5,164 user ratings
    4.7/5 544 user ratings
    Not Available
    Rating Distribution
    • Excellent

      41.4%
    • Very Good

      11.1%
    • Average

      5.1%
    • Poor

      3%
    • Terrible

      39.4%
    • Excellent

      28.6%
    • Very Good

      49.9%
    • Average

      16%
    • Poor

      3.4%
    • Terrible

      2.1%
    • Excellent

      73.3%
    • Very Good

      23.7%
    • Average

      2.4%
    • Poor

      0.2%
    • Terrible

      0.4%
    Not Available
    User Sentiments

      Seamless G-Suite Integration, User-Friendly Interface, Effective Lead and Opportunity Management, Customizable Fields and Pipelines

      Limited Reporting Functionality, Occasional Software Glitches, Limited Third-Party Integrations, Inaccurate Email Open Tracking

      Ease of Use, Extensive Integrations, Effective Contact Management, Customizable Features

      Limited Customization Options, Slow Performance, Unintuitive Interface, Lack of Robust Reporting

      Ease of Use, Affordable Pricing, Effective Sales Pipeline Management, Seamless Gmail Integration

      Limited Integrations with third-party apps, Limited Customization Options, Occasional Software Bugs/Glitches, Inadequate Customer Support

      Not Available
    Review Summary

    Users generally have a positive experience with the product. Reviewers appreciate its user-friendly interface, ease of use, and customizable features. The software is praised for its ability to streamline sales processes, manage customer relationships, and track interactions. Users find it effective in improving productivity and collaboration within their teams. While some reviewers mention occasional technical glitches, the overall sentiment is that the product is a valuable tool for sales professionals and small businesses.

    Overall, Insightly garners positive feedback for its user-friendly interface, customizable features, and effective sales tracking capabilities. Users appreciate the ease of managing customer relationships, scheduling appointments, and tracking sales pipelines. The mobile app is also praised for its convenience and functionality. However, some users have expressed concerns regarding occasional bugs and glitches, the need for improved reporting and analytics, and the limited customization options for certain features. Additionally, a few users have reported issues with customer support responsiveness.

    Many users appreciate Bigin's simplicity and ease of use, citing its user-friendly interface and intuitive design as key strengths. The software's customizable features and ability to integrate with other business tools are also frequently praised. However, some users have encountered challenges with the system's limited reporting capabilities and occasional technical issues. Additionally, a few reviewers have expressed concerns about the software's pricing structure and the lack of certain advanced features found in competing products.

    Not Available
      Read All User Reviews Read All User Reviews Read All User Reviews

    AI-Generated from the text of User Reviews

    Pricing

    Pricing Options
    • Free Trial Available
    • Starts at $9.0.
    • Free Trial Not Available
    • Starts at $29.0. Offers Free-forever plan.
    • Free Trial Available
    • Starts at $7.0. Offers Free-forever plan.
    • Free Trial Not Available
    • Starts at $10.39. Offers Free-forever plan.
    Pricing Plans
    Monthly Plans Annual Plans

    Starter $9.00 $12.00 per month

    Basic $23.00 $29.00 per month

    Professional $59.00 $69.00 per month

    Business $99.00 $134.00 per month

    Free Free

    Plus (CRM) $29.00 $29.00 per user / month

    Professional (CRM) $49.00 $49.00 per user / month

    Enterprise (CRM) $99.00 $99.00 per user / month

    Plus (Marketing) $99.00 $99.00 per month

    Professional (Marketing) $499.00 $499.00 per month

    Enterprise (Marketing) $999.00 $999.00 per month

    Insightly AppConnect $249.00 $249.00 per user / month

    Plus (Service) $29.00 $29.00 per user / month

    Professional (Service) $49.00 $49.00 per user / month

    Enterprise (Service) $99.00 $99.00 per user / month

    Plus (Insightly All-in-One) $349.00 $349.00 per month

    Professional (Insightly All-in-One) $899.00 $899.00 per month

    Enterprise (Insightly All-in-One) $2,599.00 $2,599.00 per month

    Free Free

    Express $7.00 $9.00 per user / month

    Premier $12.00 $15.00 per user / month

    Bigin 360 $18.00 $21.00 per month

    Free Free

    Basic $10.39 $12.99 per user / month

    Growth $19.99 $24.99 per user / month

    Pro $39.99 $49.99 per user / month

     
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    Screenshots & Videos

    Screenshots Customer record
    + 4 More
    Marketing
    + 8 More
    360 Degree View
    + 4 More
    Contact Details
    + 6 More
    Videos Video Thumbnail
    + 5 More
    Video Thumbnail
    + 5 More
    Video Thumbnail
    + 1 More
    Video Thumbnail
    + 1 More

    Vendor information

    Company Details Located in: San Francisco, California Founded in: 2013 Located in: San Francisco, California Founded in: 2012 Located in: Pleasanton, California Located in: Mountain House, California
    Contact Details

    Not available

    https://www.copper.com/

    +1 888-999-4039

    https://www.insightly.com/

    +1 888-900-9646

    https://www.bigin.com/

    +1 877-509-3570

    https://www.engagebay.com/products/crm

    Social Media Handles

    Not available

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