Method CRM vs Copper CRM

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Our analysts compared Method 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.

Method CRM Software Tool

Product Basics

Method CRM is a web-based customer relationship management software designed to assist businesses of all sizes in enhancing their customer relationships. The software offers a range of features, including contact management, email marketing, lead management, and sales pipeline management, all aimed at streamlining customer interactions and driving sales growth. Method CRM provides businesses with tools to efficiently manage customer data, track sales activities, and gain valuable insights into customer behavior.

Users particularly appreciate its user-friendly interface and customization options, allowing businesses to tailor the software to their specific needs. The pricing structure is based on a monthly or annual subscription model, making it accessible to businesses with varying budgets. Keep in mind that pricing and features can change over time, so it's recommended to check the official website for the latest information.

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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/User, Monthly
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Tailored to your specific needs
$19 Monthly
Get a free price quote
Tailored to your specific needs
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Windows
Mac
Linux
Android
Chromebook
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Cloud
On-Premise
Mobile
Cloud
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Mobile

Product Assistance

Documentation
In Person
Live Online
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FAQ
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Knowledge Base
24/7 Live Support
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Product Insights

  • Integrate With QuickBooks: Two-way sync with QuickBooks Online (QBO) and QuickBooks Desktop provides instant access to data such as contacts, sales and vendor transactions, payments, lists and time tracking (Desktop version only). 
  • Customize Without Coding: The no-code platform is 100% customizable. Build fields, tables, apps, workflows, lead generation forms, transaction templates and reports using a drag-and-drop tool. Create a portal to support customer self-service and customize the system according to changing needs of the company. 
  • Work More Efficiently: Manage leads with tools for tracking opportunities, creating estimates and converting leads to customers that are transferred into QuickBooks in a single click. Automate lead capture and workflows, eliminate double data entry, streamline purchase order creation, speed up the payment process and cut down on manual admin tasks. 
  • Personalize Interactions: See all customer information in a single, central database that provides a 360-degree view of each customer. Personalize services by viewing history of interactions, purchases and more. 
  • Win More Customers: Attract and convert leads with email campaigns and lead capture forms, along with tracking the activity for each contact. Store an unlimited number of contacts, and view the status and stage of each lead. 
  • Connect With Popular Apps: Supports native integrations with third-party tools such as Gmail, Outlook, Mailchimp and Google Calendar. Connects through Zapier to more than 1,000 apps for e-commerce, marketing and payment processing. Also integrates with payment gateways such as PayPal Payflow, Intuit QuickBooks Payments (U.S. QBO only) and Authorize.NET. 
  • Access Full-Service Customization: Take advantage of customization services through a consultant who will build apps and screens based on unique needs. Includes a free hour with a consultant (in conjunction with a free trial) for whatever’s needed — customization projects, basic training, consultation and more. 
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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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  • Lead Management: Email integrations help save data directly from users’ inboxes. Embed lead capture forms on websites and upload a spreadsheet of leads. In addition, create estimates based on QuickBooks items, track sales details and add custom fields. 
  • Customer Management: Manage all aspects of customer relationships. Generate invoices, payments and receipts without using QuickBooks. Follow up with customers to keep them engaged, and build email campaigns or send contact lists to Mailchimp to drive additional interactions. Identify top products and customers to increase sales through custom reports. 
  • Mobile Apps: Available on iOS and Android, access both QuickBooks and CRM data from anywhere, at any time. 
  • Customer Portals: This built-in feature enables customers to pay via a secure online gateway. This also provides access to self-service options that let them track support requests, edit contact info and view purchase history. You can use it out-of-the-box or customize any component to fit the portals to your needs. Customizations allow customers to order items, request info and approve documents. 
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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

#38

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

Method 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

Great User Sentiment 158 reviews
Excellent User Sentiment 1012 reviews
84%
of users recommend this product

Method CRM has a 'great' User Satisfaction Rating of 84% when considering 158 user reviews from 4 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.

4.6 (42)
4.9 (24)
4.0 (42)
4.6 (531)
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4.4 (410)
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4.0 (11)
4.7 (11)
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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

Gmail Integration: Method CRM offers a seamless integration with Gmail, allowing users to manage contacts, leads, and customer interactions directly within their inbox. This eliminates the need to switch between applications, saving time and effort.
QuickBooks Sync: The software's ability to synchronize with QuickBooks ensures that financial data is always up-to-date and accurate. This streamlines accounting processes and provides a comprehensive view of customer information.
Customizable: Method CRM is highly customizable, allowing users to tailor the platform to their specific business needs. This includes creating custom fields, workflows, and reports, ensuring that the CRM system aligns with unique requirements.
Lead Management: The platform offers robust lead management capabilities, enabling users to track leads from initial contact to conversion. This includes features such as lead scoring, automated follow-ups, and pipeline management.
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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 Customization: Users express frustration with the inability to tailor the platform to their specific workflows, particularly when it comes to automating tasks and creating custom fields. The lack of flexibility can hinder efficiency and adaptability for businesses with unique requirements.
Reporting Limitations: Generating in-depth reports and gaining comprehensive insights from data can be challenging due to the platform's reporting constraints. Users often find it difficult to extract the specific information they need to make informed decisions, leading to a lack of visibility into key performance indicators.
Mobile App Shortcomings: The mobile app's functionality falls short of expectations, with limited features and a less intuitive interface compared to the desktop version. This can impede productivity and accessibility for users who rely on mobile devices for managing customer relationships on the go.
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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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Method CRM receives praise for its user-friendly design and robust features, making it a popular choice among businesses of all sizes. Users appreciate its seamless integration with QuickBooks, allowing for efficient financial management and streamlined invoicing processes. The software's ability to generate custom reports with multiple filters empowers businesses to gain valuable insights into their sales pipelines, customer interactions, and overall performance. However, some users note a lack of integration with other software applications as a drawback. What truly sets Method CRM apart is its focus on providing a comprehensive solution for businesses seeking to enhance their customer relationship management and financial operations. The platform's online portal offers customers 24/7 access to invoice payment functionalities, promoting transparency and convenience. Additionally, features like contact and lead management, sales pipeline tracking, and email marketing capabilities contribute to its effectiveness in streamlining sales processes and nurturing customer relationships. Considering its strengths and limitations, Method CRM is an ideal fit for small to mid-sized businesses, particularly those that heavily rely on QuickBooks for accounting purposes. Its affordability, ease of use, and integration with QuickBooks make it a valuable tool for managing customer interactions, finances, and sales processes efficiently. However, businesses with extensive integration needs may want to explore alternative options that offer broader compatibility with other software applications.

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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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