Home/CRM Software/Copper (ProsperWorks CRM) vs Method CRMUpdated on: February 21, 2024

Compare Copper (ProsperWorks CRM) vs Method CRM

94% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
92% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
Method CRM
Method CRM CRM Software (205 Ratings)
98% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
Zoho CRM
Zoho CRM CRM Software (2536 Ratings)
93% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
Freshsales
Freshsales CRM Software (882 Ratings)
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94% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
92% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
Method CRM

Method CRM

CRM Software (205 Ratings)
98% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
Zoho CRM

Zoho CRM

CRM Software (2536 Ratings)
93% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
Freshsales

Freshsales

CRM Software (882 Ratings)
Get Free Quote

Get Free Quote

Get Free Quote

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Overview

Summary

Copper is not just another CRM platform; it's a powerful tool designed specifically for businesses that leverage Google Workspace. By seamlessly organizing all the communications—emails, calls, files, and notes—for every contact, Copper provides with 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 the choose, allowing for targeted business development strategies and more in-depth analysis of where the opportunities are originating. Furthermore, Copper is designed to streamline the lead qualification process, ensuring that more prospects turn into paying customers. Real-time notifications keep 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 to know exactly when a significant lead or customer opens the message, so one can follow up promptly. This level of interaction tracking and customization ensures that Copper is not just a CRM but a comprehensive platform for fostering and expanding your business relationships. ..show more

Method CRM is a customisable QuickBooks Customer Relationship Management software. It assists admins in saving time by simplified contact management, activity tracking, and accurate estimating. The software ensures that all management systems are properly synchronised, while its two-way integration with QuickBooks offers businesses the edge they need. Method CRM offers customisable built-in solutions to manage leads and invoicing as well. Additionally, its direct connection to apps like Gmail, Mailchimp and other integrations via Zapier enables users to focus more on the growth of business and less on mechanical data entry. The software’s simplified lead tracking feature can be used to record interactions, schedule follow-ups and assign tasks to teammates at the same time. Moreover, real-time status view functionality offered by Method, helps businesses look into ongoing deals while managing the entire sales process by organising sales data in a centralised system. The software also provides personalised service with the customer's history of interactions, purchases etc., keeping customers engaged with timely follow-ups. ..show more

Zoho CRM helps businesses of all size in maintaining a high standard of customer relations with its feature-rich software. The multichannel support feature lets your reach your customers via any medium, be it phone, live chat, email or through social media. With visitor tracking and email analytics, you can see what your customers are seeing and find opportunities for interaction. With pre-built and customizable KPIs, you can see where your team excels and where they need more training. Zoho CRM’s Blueprint ensures that the same level of attention is given to the right customers, even if the sales team grows. It makes sure that everyone in the team follows the right process. ..show more

Freshsales, also known as Freshworks CRM, is a cloud-based customer relationship management (CRM) tool that can help businesses grow their revenue through context-driven sales. This highly-rated CRM can help businesses close deals faster, improve seller effectiveness, reduce IT complexity, streamline the sales process, generate new opportunities, and much more. Some of the top features of Freshsales include sales lead tracking, sales management, event tracking, one-click phone, personalized bulk emails, email prioritization, AI-powered chatbots, customizable web forms, page visit tracking, visitor intent tracking, activity timeline, predictive contact scoring, deal insights, third-party integrations, dynamic forecasting, 360° customer view, automated sales campaigns, etc. ..show more

Features

AI Assistant AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Advanced Automation Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.

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

Customization Helps to customize the system for use in industry-specific use cases

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.

IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis

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

Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media.

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

Predictive Analytics Advanced analytics for predicting customer behavior and sales opportunities

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

TECHNICAL DETAILS

Access Monitoring

24/7 (Live rep)

Business Hours

Online

Contact Number/Address

San Francisco, California

Ontario, Canada / +1 888-925-6238

Pleasanton, California / +1 877-834-4428

San Mateo, California / +1 650-513-0514

API

Deployment

SaaS/Web/Cloud

Mobile - Android

Mobile - iOS

Mobile - Windows

Mobile - BlackBerry

Installed - Windows

Installed - Mac

Customers

Individuals

Freelancers

Large Enterprises

Medium Business

Small Business

Pricing

Pricing Model

Free Trial

Freemium

One-time license

Open-source

Subscription

Quotation Based

Plans

Basic
$29 /User/Month

The basic plan with Google Workspace integration is a lightweight solution to help small businesses get organized, fast.

Features

  • 2,500 Contact limit
  • Google Workspace Integration
  • Pipelines
  • Contact enrichment
  • Team collaboration
Professional
$69 /User/Month

The most popular plan for growing businesses includes workflow automation and integrations with your go-to tools.

Features

  • Includes features of Basic plan, plus
  • 15,000 Contact limit
  • Workflow automation
  • Bulk email and templates
  • Reporting
  • Integrations with the favorite tools
Business
$134 /User/Month

Focused on scaling, take CRM one step further with unlimited contacts, marketing tools and customization.

Features

  • Includes features of Professional plan, plus
  • Unlimited contacts
  • Email sequences and drip campaigns
  • Website tracking
  • Lead scoring
  • LinkedIn integration
View Price Page
Contact Management
$28 /User/Month

Simple lead and customer management to help you close deals and drive repeat business.

Features

  • QuickBooks integration
  • Lead management
  • Contact management
  • Online portals
  • Communication & productivity
  • Reports
  • Customization
  • Integrations
  • Support
  • Administration & extras
  • Professional customization services (Additional Cost)
CRM Pro
$49 /User/Month

Powerful QuickBooks CRM to help you simplify your sales process and get paid faster.

Features

  • QuickBooks integration
  • Lead management
  • Financial management
  • Contact management
  • Sales pipeline
  • Online portals
  • Communication & productivity
  • Reports
  • Customization
  • Integrations
  • Support
  • Administration & extras
  • Professional customization services (Additional Cost)
CRM Enterprise
$85 /User/Month

For growing businesses who want to automate every workflow from sales management to customer service.

Features

  • QuickBooks integration
  • Lead management
  • Financial management
  • Contact management
  • Sales pipeline
  • Online portals
  • Communication & productivity
  • Reports
  • Customization
  • Integrations
  • Support
  • Administration & extras
  • Professional customization services (Additional Cost)
View Price Page
Standard
$20 /User/Month

Features

  • Sales Force Automation
    • Basic modules
    • Tasks, calls, events
    • Advanced filters
    • Multiple pipelines
    • Scoring rules
    • Sales forecasting
    • Email insights
    • Multiple currencies
  • Automation and Process Management
    • Workflow rules
    • Email notifications
  • Product Customization
    • Homepage customization
    • Rename tabs
    • Custom list views
    • Custom fields
    • Canvas
    • Tab groups
  • Reports and Analytics
    • Predefined reports
    • Predefined dashboards
    • Custom reports and dashboards (Limited)
    • Basic dashboard components
    • Analytics mobile app
  • Marketing Automation
    • Email templates
    • Email authentication
    • Mass email
    • Social profile integration
  • Security
    • Profiles
    • Role-based hierarchy
    • Multiple organizations
    • GDPR compliance
    • CRM audit logs
    • IP address restriction
Professional
$35 /User/Month

Features

  • Sales Force Automation
    • Basic modules
    • Tasks, calls, events
    • Advanced filters
    • Multiple pipelines
    • Scoring rules
    • Sales forecasting
    • Email insights
    • Multiple currencies
    • Macros
    • SalesSignals
    • Assignment rules
  • Automation and Process Management
    • Workflow rules
    • Email notifications
    • Blueprint
    • Webhooks
  • Product Customization
    • Homepage customization
    • Rename tabs
    • Custom list views
    • Custom fields
    • Canvas
    • Tab groups
    • Validation rules
  • Reports and Analytics
    • Predefined reports
    • Predefined dashboards
    • Custom reports and dashboards (Limited)
    • Basic dashboard components
    • Analytics mobile app
    • Custom reports and dashboards (Unlimited)
  • Marketing Automation
    • Email templates
    • Email authentication
    • Mass email
    • Social profile integration
    • Email relay
    • CRM for Google Ads
  • Security
    • Profiles
    • Role-based hierarchy
    • Multiple organizations
    • GDPR compliance
    • CRM audit logs
    • IP address restriction
    • Field-level security
Enterprise
$50 /User/Month

Features

  • Sales Force Automation
    • Basic modules
    • Tasks, calls, events
    • Advanced filters
    • Multiple pipelines
    • Scoring rules
    • Sales forecasting
    • Email insights
    • Multiple currencies
    • Macros
    • SalesSignals
    • Assignment rules
    • Multiple scoring rules
    • Custom SalesSignals
    • Email parsers
    • Data entry wizards
    • Portals
  • Automation and Process Management
    • Workflow rules
    • Email notifications
    • Blueprint
    • Webhooks
    • Record approval process
    • Data review process
    • Custom functions
    • CommandCenter
  • Product Customization
    • Homepage customization
    • Rename tabs
    • Custom list views
    • Custom fields
    • Canvas
    • Tab groups
    • Validation rules
    • Custom modules
    • Custom buttons
    • Page layouts
    • Translations
    • Developer sandbox
  • Reports and Analytics
    • Predefined reports
    • Predefined dashboards
    • Custom reports and dashboards (Limited)
    • Basic dashboard components
    • Analytics mobile app
    • Custom reports and dashboards (Unlimited)
    • Advanced dashboard components
    • Anomaly detectors
    • Webform analytics
  • Artifical Intelligence
    • Data enrichment
    • Prediction
    • AI sales forecasting
    • Anomaly detection
    • Recommendation
    • AI analytics
    • Communication
    • Image validation
    • Conversational AI
    • Email intelligence
    • Conversation intelligence
    • Voice of the Customer
  • Marketing Automation
    • Email templates
    • Email authentication
    • Mass email
    • Social profile integration
    • Email relay
    • CRM for Google Ads
    • Attribution
    • Segmentation
    • Auto-responders
  • Security
    • Profiles
    • Role-based hierarchy
    • Multiple organizations
    • GDPR compliance
    • CRM audit logs
    • IP address restriction
    • Field-level security
    • Reporting hierarchy
    • Record-level sharing
    • Territory management
    • Data encryption
  • Lite users add-on
    • Lite users: Available for orgs with minimum 25 regular user licenses - US$15/user/month billed monthly
Ultimate
$65 /User/Month

Features

  • Sales Force Automation
    • Basic modules
    • Tasks, calls, events
    • Advanced filters
    • Multiple pipelines
    • Scoring rules
    • Sales forecasting
    • Email insights
    • Multiple currencies
    • Macros
    • SalesSignals
    • Assignment rules
    • Multiple scoring rules
    • Custom SalesSignals
    • Email parsers
    • Data entry wizards
    • Portals
  • Automation and Process Management
    • Workflow rules
    • Email notifications
    • Blueprint
    • Webhooks
    • Record approval process
    • Data review process
    • Custom functions
    • CommandCenter
  • Product Customization
    • Homepage customization
    • Rename tabs
    • Custom list views
    • Custom fields
    • Canvas
    • Tab groups
    • Validation rules
    • Custom modules
    • Custom buttons
    • Page layouts
    • Translations
    • Developer sandbox
  • Reports and Analytics
    • Predefined reports
    • Predefined dashboards
    • Custom reports and dashboards (Limited)
    • Basic dashboard components
    • Analytics mobile app
    • Custom reports and dashboards (Unlimited)
    • Advanced dashboard components
    • Anomaly detectors
    • Webform analytics
    • Zoho Analytics
  • Artifical Intelligence
    • Data enrichment
    • Prediction
    • AI sales forecasting
    • Anomaly detection
    • Recommendation
    • AI analytics
    • Communication
    • Image validation
    • Conversational AI
    • Email intelligence
    • Conversation intelligence
    • Voice of the Customer
  • Marketing Automation
    • Email templates
    • Email authentication
    • Mass email
    • Social profile integration
    • Email relay
    • CRM for Google Ads
    • Attribution
    • Segmentation
    • Auto-responders
  • Security
    • Profiles
    • Role-based hierarchy
    • Multiple organizations
    • GDPR compliance
    • CRM audit logs
    • IP address restriction
    • Field-level security
    • Reporting hierarchy
    • Record-level sharing
    • Territory management
    • Data encryption
  • Lite users add-on
    • Lite users: Available for orgs with minimum 25 regular user licenses - US$15/user/month billed monthly
CRM Plus
$69 /User/Month

30 Days Free Trial

Features

  • Eight apps, all features included
  • Users have access to all apps
  • Fully integrated
CRM Flex
$20 /User/Month

Billed Annually

30 Days Free Trial

Features

  • Select the apps you need
  • Select editions and users for each app
  • Fully integrated
View Price Page
Free
Free

For Upto 3 Users

Features

  • Kanban View for Contacts, Accounts, and Deals
  • Contact Lifecycle Stages
  • Built-in Chat, Email, & Phone
  • Email Templates
  • Custom Fields
  • Sales Dashboard
  • Mobile App
  • 24x5 Support
Growth
Others

₹1,199 Per User Per Month Billed Monthly

₹999 Per User Per Month Billed Yearly

Features

  • Includes features of Free plan, plus
  • AI-powered Contact Scoring
  • Sales Sequences
  • Workflows
  • Custom Sales Activities
  • Product Catalog
  • 1 CPQ License

Add-On :

  • Freshbots: ₹7,999 for 1000 Freshbots sessions
    • Buy additional Freshbots session packs to engage with customers across channels seamlessly
    • Chatbots are available on all plans.
    • All interactions between an end-user and a chatbot within 24 hours are counted as 1 bot session.
    • The validity of the sessions purchased aligns with your payment cycle.
  • CPQ (Beta): ₹1,299 Per User Per Month
    • Rich document builder
    • Built-in eSignature
    • Accurate quote generation
Pro
Others

₹3,399 Per User Per Month Billed Monthly

₹2,799 Per User Per Month Billed Yearly

Features

  • Includes features of Growth plan, plus
  • Multiple Sales Pipelines
  • Time-based Workflows
  • Auto-assignment Rules for Contacts, Accounts, Deals
  • Sales Teams & Territory Management
  • AI-powered Deal Insights & Next Best Action

Add-On :

  • Freshbots: ₹7,999 for 1000 Freshbots sessions
    • Buy additional Freshbots session packs to engage with customers across channels seamlessly
    • Chatbots are available on all plans.
    • All interactions between an end-user and a chatbot within 24 hours are counted as 1 bot session.
    • The validity of the sessions purchased aligns with your payment cycle.
  • CPQ (Beta): ₹1,299 Per User Per Month
    • Rich document builder
    • Built-in eSignature
    • Accurate quote generation
Enterprise
Others

₹5,999 Per User Per Month Billed Monthly

₹4,999 Per User Per Month Billed Yearly

Features

  • Includes features of Pro plan, plus
  • Custom Modules
  • AI-based Forecasting Insights
  • Audit Logs
  • Field-level Permissions
  • Dedicated Account Manager
  • Sandbox

Add-On :

  • Freshbots: ₹7,999 for 1000 Freshbots sessions
    • Buy additional Freshbots session packs to engage with customers across channels seamlessly
    • Chatbots are available on all plans.
    • All interactions between an end-user and a chatbot within 24 hours are counted as 1 bot session.
    • The validity of the sessions purchased aligns with your payment cycle.
  • CPQ (Beta): ₹1,299 Per User Per Month
    • Rich document builder
    • Built-in eSignature
    • Accurate quote generation
View Price Page

SCREENSHOTS

Copper (ProsperWorks CRM) Screenshots
View 5 screenshot(s)
Method CRM Screenshots
View 5 screenshot(s)
Zoho CRM Screenshots
View 4 screenshot(s)
Freshsales Screenshots
View 40 screenshot(s)

INTEGRATIONS

  • Dialpad Talk
  • Slack
  • Jotform
  • Parabola
  • CalendarHero
  • Trello
  • Google Sheets
  • Coda.io
  • LendingPad
  • Zendesk Talk
  • Zapier
  • QuotaPath
  • Hunter
  • Google Calendar
  • Reply
  • Jiminny
  • Apollo
  • Make
  • Fireflies.ai
  • Workato
  • MailChimp
  • DocuSign
  • Integry
  • Respond.io
  • JustCall
  • Outfunnel
  • BotPenguin
  • PersistIQ
  • Calendly
  • Jira
  • Gmail
  • Truto
  • Webflow
  • monday.com
  • Dropbox Business
  • Asana
  • Chargebee
  • Mailmeteor
  • Google Chat
  • Typeform
  • CircleLoop
  • Google Forms
  • Quickbooks
  • PandaDoc
  • CallHippo
  • Voxloud
  • Zoom
  • Xero
  • Intercom
  • Clearbit
  • SaveMyLeads
  • Wix
  • RingCentral Office
  • ActiveCampaign
  • Ringover
  • Gravity Forms
  • Mixmax
  • Helpwise
  • Unbounce
  • Square Invoices
  • Digioh
  • Klaviyo
  • Squarespace
  • Shift
  • Avoma
  • Google Drive
  • Gong
  • Elementor
  • HubSpot CRM
  • Google Meet
  • Better Proposals
  • SyncPenguin
  • Shopify
  • Airtable
  • Notion
  • Authorize.Net
  • Gmail
  • PayPal
  • Quickbooks
  • Zapier
  • MailChimp
  • Xero
  • Leadfeeder
  • Slack
  • Box
  • Zoho Creator
  • Zoho SalesIQ
  • Google Sheets
  • Zoho Desk
  • Saasu
  • Zapier
  • ClickDesk
  • Zoho Sign
  • Zoho Projects
  • PieSync
  • Knowlarity
  • GotoMeeting
  • MailChimp
  • Adobe Sign
  • Zoho Expense
  • DocuSign
  • Constant Contact
  • Zoho Campaigns
  • GetResponse
  • Front
  • Dropbox Business
  • SurveyMonkey
  • Zoho Survey
  • QuoteWerks
  • Quickbooks
  • PandaDoc
  • Zoho Books
  • Zoom
  • Eventbrite
  • Xero
  • Zoho Forms
  • iQuoteXpress
  • Zoho Cliq
  • ActiveCampaign
  • RingCentral Office
  • Twilio Flex
  • Zoho Meeting
  • Zoho Billing
  • Unbounce
  • GoToWebinar
  • Google Drive
  • Proposify
  • Shopify
  • Zoho Social
  • Gmail
  • Freshchat
  • Freshdesk
  • Dialpad Talk
  • Slack
  • Segment
  • MailChimp
  • DocuSign
  • Gong
  • PayPal
  • TeamViewer
  • Front
  • Freshdesk Contact Center (Formerly Freshcaller)
  • PandaDoc
  • Quickbooks
  • Zapier
  • Shopify
  • Zoom
  • Xero

ALTERNATIVES

Top alternatives to Copper (ProsperWorks CRM)

Zoho CRM
Zoho CRM
Salesforce
Salesforce
Pipedrive CRM
Pipedrive CRM
SugarCRM
SugarCRM
Keap
Keap

Top alternatives to Method CRM

HubSpot CRM
HubSpot CRM
Salesforce
Salesforce
Zoho CRM
Zoho CRM
Pipedrive CRM
Pipedrive CRM
SugarCRM
SugarCRM