Copper CRM vs TeamWave

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Our analysts compared Copper CRM vs TeamWave based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.

Product Basics

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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TeamWave is a cloud-based integrated solution that helps its users with essential business processes like collaboration, contact management, marketing automation, sales and time tracking. Its robust functions include numerous modules for companies to effectively deliver projects, meet sales targets and support their customers.

It offers businesses visibility into sales deals at different stages, sales pipelines and date filtering capabilities. Users can forecast sales with a timeline view that arranges ongoing deals alongside closed deals. Some of its other inclusions help prepare tasks, manage priorities and add comments, notes and attachments to tasks. Its time tracking module monitors time spent on projects, non-billable and billable hours. It also offers email integrations with MailChimp, Gmail and Microsoft.
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$19 Monthly
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Tailored to your specific needs
$39 Monthly
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Tailored to your specific needs
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Product Assistance

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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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  • Comprehensive Business Management: Handle multiple business processes with comprehensive packages. Take control of project management, CRM and HR management with its unified solution while streamlining workflows and processes.  
  • Enhanced Collaboration: Foster enhanced collaboration between individual employees and teams. Converge employees or teams on a single page to brainstorm ideas or communicate. 
  • Improved Support: Support functions help sales teams perform their tasks efficiently with minimal difficulties. Provides fast access to estimates, invoices, milestones, client contact information and tasks. 
  • Boosts Productivity: Ensure data consistency by sharing information with multiple parties while removing information duplication. Boost productivity with smooth integrations and eliminate multiple logins. 
  • Integrations: Integrate with popular third-party modules like MailChimp, Dropbox, Google Drive, Google Calendar, Google Contacts, UberConference, Zapier and more to seamlessly complete workflows. Auto-sync email data with Gmail, MailChimp and Microsoft. 
  • Mobile Application: Accessible via Android or iOS devices, including smartphones and tablets, to make deals and receive information on-the-go. Quickly find tasks, deals, people or information. 
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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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  • Sales Management: Get a full picture of the company's sales deals at various stages, sort deals by their prospective closing dates and make intelligent sales decisions. Choose columns and their display order with a list view of deals. Set advanced filters, export data, sort and drag columns or edit in bulk. Focus on the right deals and activities with forecasting tools for effective sales planning. 
  • Customizable CRM: Customize CRM to accommodate a company’s unique sales processes. Prepare customized pipelines for business segments and territories while defining pipeline stages. Control employee access to each pipeline. Sort deals using powerful filters while adding data by creating custom fields. Construct custom features and integrate with external modules using APIs. 
  • Contact Management: Gain a bird’s eye view of employees and clients. Segment contacts using customized tags to add context while searching. Create custom fields to store information about each contact. Keep contacts private or share with teams to keep them updated. Import contacts from Gmail, spreadsheets, Outlook, vCard or any CSV file and add valuable contact information from Google+ or Linkedin.  
  • Project Management: Organize workflows and teams, communicate across the company and nullify the chances of things slipping through the cracks. Divide projects into manageable tasks and arrange tasks according to priority. View files, emails, conversations or any other project data in one place. Collaborate with teams to finish tasks on time. Keep project specifications, documents, wireframes or licenses for internal purposes until they need to be presented. 
  • HR Management: Focus on employees, not documentation with its intuitive HR tools. Automate processes to boost productivity while putting valuable employee feedback into action. Track vacations, leaves or time-offs smartly by creating a simple leave request and approval process. Capture national and company holidays on the team calendar, along with important events. Control employee access to internal data with advanced visibility settings and user permissions. 
  • Reporting and Dashboards: Generate ad-hoc or standard reports using company data. Forecast sales revenue using company’s historical sales information, salespersons’ estimates and analysis of market trends. Get graphical representations of historical and current trends of an organization’s KPIs for instant decision making. 
  • Campaign Management: Prepare and launch multi-channel marketing campaigns targeting individuals or groups and track initiative effectiveness. Manage and track marketing leads through a customer inquiry process while filtering leads, lead grading, distribution and qualifications. Measure the ROI of various marketing initiatives. 
  • Records Management: Store all employee data, including addresses, emergency contacts and more at a single location for easy access. Allow employees to create personalized bio pages with contact information and job descriptions to share their stories with coworkers. 
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Product Ranking

#28

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CRM Software

#391

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CRM Software

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Analyst Rating Summary

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100
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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Copper CRM
TeamWave
+ 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
Excellent User Sentiment 47 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.

92%
of users recommend this product

TeamWave has a 'excellent' User Satisfaction Rating of 92% when considering 47 user reviews from 4 recognized software review sites.

4.9 (24)
5.0 (1)
4.6 (531)
4.6 (24)
4.4 (410)
4.7 (19)
4.0 (11)
n/a
4.1 (36)
3.8 (3)

Awards

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

User Favorite Award

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

User Favorite Award

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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Centralized platform: TeamWave provides a single platform to manage contacts, sales pipelines, projects, and team collaboration, eliminating the need for multiple tools.
User-friendly interface: Users praise TeamWave for its intuitive and easy-to-navigate interface, making it simple for teams to adopt and use effectively.
Visual sales pipeline: The platform's visual sales pipeline allows users to track deals, identify bottlenecks, and make informed decisions to move deals forward.
Effective project management: TeamWave enables users to create projects, assign tasks, set deadlines, and track progress, ensuring projects stay on schedule and within budget.
Seamless team communication: The built-in communication features, such as discussions and file sharing, facilitate efficient collaboration among team members.
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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: Users express frustration over the inflexibility of the platform, particularly when it comes to tailoring the system to their specific workflows. For example, customizing sales pipelines to reflect unique business processes can be challenging.
Reporting Limitations: Generating comprehensive reports, especially for sales analytics, is cited as a significant drawback. Users desire more in-depth reporting features to gain better insights into their sales performance and customer interactions.
Mobile App Functionality: While TeamWave offers a mobile app, users report that its functionality is limited compared to the desktop version. This can hinder productivity for teams that rely heavily on mobile access to their CRM data.
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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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Over the past year, user reviews for TeamWave have been largely positive, with many praising its all-in-one approach to managing CRM, project management, and HR tasks. Users frequently highlight its intuitive interface and seamless integration capabilities as standout features. Compared to similar products like HubSpot and Zoho CRM, TeamWave is often lauded for its affordability and ease of use. One user mentioned that the software "offers a comprehensive suite of tools without the steep learning curve," making it accessible for small to medium-sized businesses. However, it's not all smooth sailing. Some users have pointed out that while TeamWave excels in providing a broad range of functionalities, it sometimes lacks the depth found in specialized tools. For instance, its project management features, though robust, are not as advanced as those offered by Asana or Trello. Another common critique is the occasional lag in customer support response times, which can be frustrating for users needing immediate assistance. What sets TeamWave apart is its holistic approach. The ability to manage CRM, projects, and HR in one platform is a significant differentiator. This integration is crucial for businesses looking to streamline operations without juggling multiple software solutions. One user noted, "The seamless transition between CRM and project management has saved us countless hours and reduced errors." TeamWave is particularly well-suited for small to medium-sized enterprises that need a cost-effective, user-friendly solution to manage various business functions. Its all-in-one nature makes it ideal for teams that prefer simplicity and integration over specialized, standalone tools. In summary, while it may not offer the depth of some competitors, its breadth and ease of use make it a compelling choice for many businesses.

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