Home > CRM Software > Copper CRM > Copper CRM vs Rethink CRM

Copper CRM vs Rethink CRM

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Our analysts compared Copper CRM vs Rethink 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
Copper CRM Software Tool
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Rethink CRM 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

Great User Sentiment (7 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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Rethink CRM is a sophisticated software solution designed to streamline customer relationship management tasks, particularly for real estate professionals. It offers a comprehensive suite of features including lead management, deal tracking, and automated workflows, which enhance productivity and client engagement. The platform is particularly well-suited for commercial real estate brokers and agents due to its industry-specific functionalities, such as property and transaction management tools.

Users appreciate the intuitive interface and robust analytics capabilities, which provide actionable insights into client interactions and market trends. The software's integration with other business tools further amplifies its utility, making it a versatile choice for firms looking to consolidate their operations. Pricing typically falls within a mid-range bracket, often structured on a per-user, per-month basis, making it accessible for both small teams and larger enterprises.

Compared to similar products, Rethink CRM stands out for its tailored approach to real estate, offering a more specialized experience that resonates well with its target audience. This focus on industry-specific needs, combined with positive user feedback, underscores its effectiveness in enhancing CRM processes.

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Product Assistance

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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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  • Enhanced Customer Insights: Gain a deeper understanding of customer behavior and preferences through detailed analytics and reporting.
  • Improved Sales Efficiency: Streamline sales processes with automated workflows, reducing manual tasks and freeing up time for more strategic activities.
  • Better Customer Retention: Utilize targeted communication and personalized follow-ups to maintain strong relationships and reduce churn rates.
  • Centralized Data Management: Store all customer information in one place, ensuring easy access and reducing the risk of data silos.
  • Increased Collaboration: Foster teamwork with shared access to customer data and collaborative tools, enhancing coordination across departments.
  • Scalable Solutions: Adapt the CRM to grow with your business, accommodating increasing data and user needs without compromising performance.
  • Enhanced Decision-Making: Leverage real-time data and predictive analytics to make informed business decisions and identify new opportunities.
  • Customizable Dashboards: Tailor dashboards to display the most relevant metrics and KPIs, providing a clear overview of performance at a glance.
  • Seamless Integration: Integrate with existing tools and platforms, such as email and marketing automation software, to create a cohesive tech ecosystem.
  • Cost Savings: Reduce operational costs by automating routine tasks and minimizing the need for manual data entry and management.
  • Enhanced Security: Protect sensitive customer data with robust security measures, ensuring compliance with industry standards and regulations.
  • Mobile Accessibility: Access CRM features on-the-go with mobile-friendly interfaces, allowing for greater flexibility and responsiveness.
  • Personalized Customer Experiences: Deliver tailored interactions based on comprehensive customer profiles, enhancing satisfaction and loyalty.
  • Streamlined Onboarding: Simplify the onboarding process for new employees with intuitive interfaces and comprehensive training resources.
  • Proactive Issue Resolution: Identify and address potential issues before they escalate, improving overall customer satisfaction and trust.
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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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  • Customizable Dashboards: Tailor your dashboard to display key metrics and data points relevant to your business needs.
  • Advanced Reporting: Generate detailed reports with customizable parameters to gain insights into sales performance and customer interactions.
  • Lead Management: Efficiently track and manage leads through the sales pipeline with automated workflows and reminders.
  • Contact Management: Maintain a comprehensive database of customer information, including communication history and personal details.
  • Integration Capabilities: Seamlessly integrate with popular tools like Outlook, Gmail, and various marketing automation platforms.
  • Mobile Access: Access your CRM data on-the-go with a fully functional mobile app, ensuring productivity from anywhere.
  • Email Campaigns: Create, send, and track email campaigns directly from the CRM, with built-in analytics to measure effectiveness.
  • Task Automation: Automate repetitive tasks such as follow-up emails and data entry to save time and reduce human error.
  • Pipeline Management: Visualize and manage your sales pipeline with drag-and-drop functionality to easily update deal stages.
  • Role-Based Access Control: Ensure data security by assigning specific access permissions based on user roles within the organization.
  • Customer Support Integration: Integrate with customer support platforms to provide a unified view of customer interactions and support tickets.
  • Analytics and Insights: Utilize built-in analytics tools to gain actionable insights into customer behavior and sales trends.
  • Custom Fields: Add custom fields to capture unique data points specific to your business processes and requirements.
  • Collaboration Tools: Facilitate team collaboration with shared calendars, task assignments, and internal messaging features.
  • Data Import/Export: Easily import and export data in various formats to ensure seamless data migration and integration.
  • API Access: Leverage API access to build custom integrations and extend the functionality of the CRM to meet specific business needs.
  • Real-Time Notifications: Receive real-time alerts and notifications for important events, such as new leads or deal updates.
  • Document Management: Store and manage documents within the CRM, linking them to relevant contacts, deals, or projects.
  • Social Media Integration: Connect with social media platforms to track customer interactions and gather additional insights.
  • Training and Support: Access comprehensive training resources and customer support to ensure successful CRM adoption and usage.
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Product Ranking

#28

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#399

among all
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Analyst Rating Summary

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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Copper CRM
Rethink CRM
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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
Great User Sentiment 7 reviews
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.

82%
of users recommend this product

Rethink CRM has a 'great' User Satisfaction Rating of 82% when considering 7 user reviews from 1 recognized software review sites.

4.9 (24)
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4.6 (531)
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4.4 (410)
4.1 (7)
4.0 (11)
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4.1 (36)
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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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Easy to Use: Users consistently praise Rethink CRM for its intuitive interface, making it easy to navigate and manage customer data, even for those with limited CRM experience.
Strong Reporting Capabilities: Rethink CRM provides robust reporting features, allowing users to gain valuable insights into customer behavior and sales performance, helping them make data-driven decisions.
Excellent Customer Support: Users consistently highlight the responsiveness and helpfulness of Rethink CRM's customer support team, providing timely assistance and resolving issues efficiently.
Affordable Pricing: Rethink CRM offers competitive pricing plans, making it an attractive option for businesses of all sizes, especially those with limited budgets.
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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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Limited Customization: Some users have found that Rethink CRM's customization options are limited, making it difficult to tailor the platform to their specific business needs. For example, they may not be able to create custom fields or reports that are essential for their workflow.
Steep Learning Curve: Rethink CRM's interface can be complex and challenging to navigate, especially for users who are new to CRM software. This can lead to frustration and a longer time to get up to speed with the platform.
Lack of Mobile App: The absence of a dedicated mobile app can be a significant drawback for businesses that require access to their CRM data on the go. This can make it difficult to manage leads, track sales, and stay connected with customers while away from the office.
Integration Challenges: Rethink CRM may not integrate seamlessly with other essential business tools, such as email marketing platforms or accounting software. This can create data silos and make it difficult to get a complete picture of customer interactions.
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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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Rethink CRM: Is it a game-changer or just a rehash of the same old CRM? User reviews for Rethink CRM paint a picture of a product that is a breath of fresh air for real estate professionals who are tired of clunky, outdated CRM systems. Users rave about its intuitive interface, which makes it easy to navigate and use, even for those who are not tech-savvy. They also appreciate the robust features that allow them to manage their contacts, deals, and tasks efficiently. Rethink CRM's ability to connect data points, such as properties, proposals, and contacts, is a major selling point for users who are frustrated with the limitations of spreadsheets. This feature allows them to gain a comprehensive view of their business and make better decisions. However, some users have expressed concerns about the lack of mobile app functionality, which can be a major drawback for those who need to access their CRM on the go. Additionally, some users have reported that the customer support could be more responsive. Despite these minor drawbacks, Rethink CRM is a powerful tool that can help real estate professionals streamline their operations and close more deals. Rethink CRM is most suited for real estate professionals who are looking for a user-friendly and powerful CRM system that can help them manage their business more effectively. It is particularly well-suited for teams that are tired of using spreadsheets and are looking for a more sophisticated solution.

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Screenshots

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