Act! CRM vs Copper CRM

Last Updated:

Our analysts compared Act! CRM 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.

Act! CRM Software Tool

Product Basics

Act! CRM by Swiftpage ACT! is a customer relationship management (CRM) software application designed to help businesses of all sizes build and maintain strong customer relationships. It acts as a central hub for storing and organizing customer data, including contact information, interactions, and sales history. Act! CRM is particularly well-suited for small and medium-sized businesses seeking a user-friendly and affordable CRM solution to streamline processes and enhance customer service.

Key benefits of Act! CRM include its ease of use, affordability, and comprehensive features. The software is simple to set up and navigate, making it accessible even for businesses with limited IT resources. With a starting price of $49.99 per month, Act! CRM offers a cost-effective solution for managing customer relationships. Its wide range of features encompasses contact management, lead tracking, sales management, and reporting capabilities, providing businesses with the tools they need to effectively engage with customers and drive growth.

Act! CRM stands out among other CRM solutions due to its user-friendly interface, affordability, and extensive feature set. It is a compelling choice for small and medium-sized businesses seeking a reliable and efficient CRM system to optimize customer interactions and achieve their business objectives.

read more...
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.
read more...
$30 Monthly
Get a free price quote
Tailored to your specific needs
$19 Monthly
Get a free price quote
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
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support

Product Insights

  • Centralized Information: Centralize contact details to track interactions, relationships, statuses and activities for easy accessibility and complete visibility. 
  • Automated Tasks: Automate repetitive tasks like sales processes, alerts scheduling and more to improve efficiency and productivity. 
  • Flexible Deployment: Offers both on-premise and cloud-based deployment strategies to store data in a clean and intuitive layout. 
  • Mobile Apps: Android and iOS apps allow users to stay connected and manage contacts, communications and activities. 
  • Integrations: Integrate with Outlook, Slack, Google apps and more for seamless operations. An open API is also available for custom integrations suited to individual business needs. 
read more...
  • 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. 
read more...
  • Customer Management:: Records and maintains robust customer data in an organized and centralized manner. Includes contact details, emails, documents, notes, history and activities. 
  • Account Management: Manages interactions at the company or account level for a complete view of relationships with an organization. 
  • Dynamic Groups and Filters: Organizes similar contacts into dynamic groups based on rule-based criteria. Dynamic groups can be used for targeted communications, campaigns and sales initiatives. 
  • Opportunity Tracking: Captures and manages key opportunity details such as status, values, estimated close dates and more. 
  • Task and Activity Management: Tracks and prioritizes calls, meetings and daily task lists to manage time efficiently. 
  • Sales Process Management: Enables either a pre-built or a custom-defined sales process, streamlines sales activities, and measures success against each step. 
  • Sales Engagement Tracking: Offers click tracking with Outlook integration to focus on sales efforts and the most engaged prospects once an email is sent. 
  • Sales Pipeline Management: Supports revenue projections, strategy adjustments and focused efforts via a visual, real-time sales pipeline. Includes quantifiable metrics like opportunity close rate, close-won value, open deals and more. 
  • Call Lists and Hot Leads: Makes it easy to identify and focus on hot leads with an intelligent call list that ranks campaign recipients according to their level of engagement. 
  • Analytics and Reporting: Monitors sales, marketing and business KPIs with data-rich reports and actionable insights to drive informed decisions. 
  • Marketing Automation: Offers automated management of assets, landing pages, surveys, turnkey campaigns and email marketing. 
  • User Management: Allows adding users, assigning roles and defining role-based accessibility for team and activity management. Tracks individual performance as well. 
read more...
  • 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. 
read more...

Product Ranking

#31

among all
CRM Software

#28

among all
CRM Software

Find out who the leaders are

Analyst Rating Summary

we're gathering data
61
we're gathering data
74
we're gathering data
78
we're gathering data
100
Show More Show More

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Act! CRM
Copper CRM
+ 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
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
71%
0%
29%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
54%
0%
46%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
100%
0%
0%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
60%
0%
40%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
86%
0%
14%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
43%
0%
57%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
88%
0%
12%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
0%
0%
100%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
48%
0%
52%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
0%
33%
67%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
0%
11%
89%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
38%
0%
62%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
67%
0%
33%

Analyst Ratings for Technical Requirements Customize This Data Customize This Data

we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
54%
0%
46%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
71%
0%
29%

User Sentiment Summary

Good User Sentiment 1012 reviews
Excellent User Sentiment 1012 reviews
75%
of users recommend this product

Act! CRM has a 'good' User Satisfaction Rating of 75% when considering 1012 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.

n/a
4.9 (24)
3.9 (353)
4.6 (531)
3.7 (613)
n/a
n/a
4.4 (410)
n/a
4.0 (11)
3.2 (46)
4.1 (36)

Awards

No awards.

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

User Favorite Award

Synopsis of User Ratings and Reviews

User-Friendly: The system is intuitive, leading to easy adaption, according to 60% of users who reviewed this feature.
Cloud Sync: The cloud upgrade allows users to seamlessly sync their data and helps avoid manual data saving, as noted by 75% of reviews about this feature.
Customization: Of the users mentioning customization, 60% suggested the platform’s fields are highly customizable, enabling flexible functionality.
Show more
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.
Show more
Customer Service: Customer service has issues such as a lack of product knowledge and poor response times, according to 80% of reviews referencing support.
Bugs and Responsiveness: New updates introduce bugs that can make the application less responsive and hamper performance, according to 90% of users who mention bugs in upgrades.
Outdated Design: The system’s UI design and functionality is outdated and need an upgrade, as observed by 77% of users who wrote about the feature.
Show more
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.
Show more

Act!’s sales and marketing solutions are cost-effective, making it a good choice for smaller businesses. It offers flexible customization options for fields and is easy to use, though the UI is outdated according to reviews. A seamless cloud syncing option eliminates the manual work but can make the database difficult to use. Additionally, customer service lacks responsiveness and understanding of the product, and product updates sometimes have bugs that impact performance. Overall, it’s a good solution to consider for small businesses looking to manage their sales and marketing efforts and monitor their team’s outcome.

Show more

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.

Show more

Screenshots

Top Alternatives in CRM Software


Copper CRM

Creatio

Dynamics 365 Sales

Freshsales

HubSpot Sales

Insightly

monday sales CRM

Nimble CRM

Oracle Sales Cloud

Pipedrive

Pipeliner CRM

Salesforce Sales Cloud

SAP Sales Cloud

Sugar Sell

Zendesk Sell

Zoho CRM

Related Categories

WE DISTILL IT INTO REAL REQUIREMENTS, COMPARISON REPORTS, PRICE GUIDES and more...

Compare products
Comparison Report
Just drag this link to the bookmark bar.
?
Table settings