GoldMine vs Copper CRM

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Our analysts compared GoldMine 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.

GoldMine Software Tool

Product Basics

Suitable for businesses of all sizes, GoldMine Premium CRM offers a central platform to manage customer and prospect relationships efficiently. It ensures improved productivity and streamlined operations, and helps save money.

Users can leverage it for contact management and customer support. They can also manage marketing programs and sales pipelines. A database is available at several tiered levels for organizations with different requirements. Capabilities include sales automation, a help desk and call center and CTI applications, along with enhanced features like easy-to-use interface, marketing automation, web self-service, channel management, knowledge management and analytics.

Pros
  • Intuitive interface
  • Robust contact management
  • Strong email integration
  • Customizable features
  • Affordable pricing
Cons
  • Limited reporting options
  • Dated user interface
  • Lacks some advanced features
  • Potential for data syncing issues
  • Customer support could be better
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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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$25 Minimum 3 Users, Monthly
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Tailored to your specific needs
$19 Monthly
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Tailored to your specific needs
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Product Assistance

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Product Insights

  • Visibility: Build a central repository of information to boost productivity and share important contact and company details across departments. 
  • Central Platform: Manage interactions, schedules, relationships, customer service, sales forecasts and marketing campaigns — all from one place. 
  • Mobility: Ensure flexibility and real-time access with on-premise and cloud deployment. Access it via the cloud, web, local PC and smartphone. 
  • Enhanced Performance: Streamline work and improve performance by connecting with all popular third-party applications. 
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  • 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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  • Streamlined Central Database: Achieve complete automation with assigned calls, tasks, emails and other activities. Manage the central database efficiently, drive business activities and track operations. 
  • Dashboards: Enjoy fast and easy access to significant metrics across all parts of the business. Completely customizable dashboards, charts, datasets and colors help maintain complete control of data. 
  • Sales Forecasting: Access sales forecasting in real time, import sales leads from various sources and assign those to sales reps for follow up. Track forecasted sales and opportunities through sales stages. 
  • Contact Management: Build targeted email lists with selection criteria and upload those to a Constant Contact account. Also, perform other activities like scheduling and reporting. 
  • Customer Service Management: Understand customers to provide better service and capture customer inquiries for follow up, ensuring timely responses. Design a strategic customer service plan as well. 
  • Integrations: Integrates with leading business applications for accounting, marketing and other relevant tasks. QuoteWerks, wMobile, Constant Contact and Connect Leader are a few examples. 
  • Custom Fields and Templates: Exclusive to GoldMine Premium. Access all significant data via custom fields and industry templates. Easy DIY customization ensures every field is reportable and searchable. A host of templates ensures a consistent look and feel as well as speeds up repetitive tasks. 
  • Marketing Campaign Manager: Provides tools to: 
    • Target the right contacts for every campaign and send marketing messages to groups and individuals with greater efficiency and ease.
    • Monitor each campaign’s pipeline in real time in order to generate more qualified leads and eventually convert those into sales.
    • Perform thorough campaign analysis by leveraging different dashboards and analysis functionalities to determine which campaigns are productive and which ones need to be refined.
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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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Product Ranking

#30

among all
CRM Software

#28

among all
CRM Software

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Analyst Rating Summary

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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

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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

Good User Sentiment 370 reviews
Excellent User Sentiment 1012 reviews
72%
of users recommend this product

GoldMine has a 'good' User Satisfaction Rating of 72% when considering 370 user reviews from 5 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.

5.0 (10)
4.9 (24)
3.6 (172)
4.6 (531)
3.6 (153)
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4.4 (410)
4.3 (7)
4.0 (11)
3.2 (28)
4.1 (36)

Awards

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

User Favorite Award

Synopsis of User Ratings and Reviews

Intuitive Interface: Easy to learn and navigate, even for non-technical users.
Robust Contact Management: Powerful features for organizing and tracking leads, contacts, and opportunities, including detailed contact profiles, activity tracking, and customizable fields.
Seamless Email Integration: Send and receive emails directly within Goldmine, streamlining communication and keeping all customer interactions in one place.
Customization Options: Tailor Goldmine to your specific needs with custom fields, workflows, and reports to match your unique business processes.
Cost-Effective Solution: Affordable pricing plans compared to other CRM options, making it a viable choice for businesses of all sizes.
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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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Limited Reporting Options: Basic reporting capabilities compared to more advanced CRMs, making it difficult to gain in-depth insights.
Dated User Interface: Interface can feel clunky and outdated compared to modern CRM platforms.
Lacks Advanced Features: Missing some features found in other CRMs, such as marketing automation or social media integration.
Potential Data Syncing Issues: Users report occasional data syncing problems between Goldmine and other applications.
Customer Support Could Be Better: Customer support can be slow or unresponsive at times.
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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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Users describe Goldmine as a reliable workhorse for contact management and sales pipelines, but with a touch of aging clunkiness. Its strengths lie in simplicity and affordability, appealing to businesses who prioritize functionality over flashy interfaces. "It's not the prettiest CRM, but it's like the old truck that always gets you there," one user remarked. "Organizing contacts and tracking activities is a breeze, and the email integration saves me tons of time." The robust contact features are a clear favorite, with praise for detailed profiles, activity history, and customizable fields. "Goldmine lets me build a complete picture of my leads and customers, which helps me tailor my approach and close deals faster," shared another user. However, modernization emerges as a recurring critique. The interface is often described as dated and clunky, lacking the sleekness of newer competitors. "It feels like stepping back a decade," commented one reviewer. "Navigation isn't intuitive, and reports are basic at best." This perceived lack of sophistication extends to feature limitations. Compared to newer CRMs, Goldmine is sometimes seen as missing advanced functionalities like marketing automation or social media integration. "It's all about core sales functions," a user explained. "If you need fancy bells and whistles, look elsewhere." Ultimately, Goldmine finds a niche with users who value practicality and affordability. Those who prioritize ease of use, strong contact management, and a straightforward approach to sales pipelines find it a dependable companion. However, for businesses seeking a modern, feature-rich CRM experience, Goldmine might feel like a step back in time. "It's like a trusted old friend," concluded one user. "Maybe not the most exciting companion, but always there when you need it and gets the job done."

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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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