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Pipedrive vs Copper CRM

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Our analysts compared Pipedrive 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.

Overview Pricing Benefits & Features Analyst Ratings Comparison Charts User Ratings Analyst Summary Screenshots
Pipedrive Software Tool
SelectHub Award Winner
Copper CRM Software Tool
SelectHub Award Winner
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Product Basics

Analyst Rating

73 Detailed Analysis

User Sentiment

Excellent User Sentiment (6235 Reviews)

Analyst Rating

61 Detailed Analysis

User Sentiment

Excellent User Sentiment (1012 Reviews)
Pipedrive supports sales professionals in managing every phase of the sales process, from lead generation to customer contact. Forecasting enables sales reps to close more deals, and visual pipelines clarify what stage a lead is in and what action is required.

Users can simplify and streamline tasks with automation and AI capabilities. It offers integrations and an open API, so companies can plug in third-party apps to further extend its capabilities.
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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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$14.90 Annual, monthly
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$19 Monthly
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Chromebook
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Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
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Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
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Knowledge Base
24/7 Live Support

Product Insights

  • Visualize Sales Pipeline: Track each deal through the pipeline via a visual interface and easy-to-use tools. Add custom fields to pipelines to capture necessary data and customize to reflect specific sales stages. 
  • Centralize Communication: Streamline communication with a bi–directional sync for personal and professional inboxes. Add lists of activities directly to the Sales Inbox. 
  • Import Data Easily: Control the process of importing data from another source, whether that’s a spreadsheet or a different CRM. Migrate data from many top solutions, including Salesforce, SugarCRM, HubSpot, Pipeliner, Infusionsoft, MS Dynamics CRM, Zoho CRM, NetSuite CRM and Insightly. 
  • Work Smarter: Improve user performance with a built-in AI tool called Sales Assist. Send performance tips based on behavior, suggest tasks to automate, and notify users of system changes. 
  • Reduce Manual Tasks: Streamline repetitive tasks though workflow automation by setting triggers and actions. Draw social media information into the CRM, pre-qualify leads in a single click and send real-time push notifications via webhooks. 
  • Understand Data: Gain insights into sales data via comprehensive reporting features. Customize which metrics the reports track for visibility into top KPIs like deals added, open deals and average deal age. Divide metrics based on products or services. 
  • Create Custom Features: An open API provides advanced control over the system’s capabilities. Connect to a host of third-party apps to easily sync data. Use the API to develop features that fit unique workflows and processes for greater functionality. 
  • Work Anywhere: Native apps for iOS and Android allow users to sync contacts and calendars, view daily priorities, record audio notes, and work within Google Drive or Gmail to add files and items like new deals. 
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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: Includes a product catalog, lead import tools and deal probability, in addition to visual pipelines. A color-coded feature called “rotting” uses different colors to represent how hot or cold a lead is, providing visibility into which leads require follow-up or are best to pursue. 
  • Contact Management: Import contacts from a previous CRM or spreadsheets, or sync from Microsoft or Google. Once in the system, contacts are stored as organizations and people, which can be attached to deals. Record and access a history of interactions to clarify where things stand. View contact locations by adding Google Maps integration. 
  • Web Forms: Generate leads via web forms embedded on a company website or shared in emails and on social media channels. Customize fields to capture personal details specific to company needs. Configure where the leads appear (e.g., as a deal or contact). 
  • Leadbooster Chatbot: Collect and qualify leads 24/7. Route leads to a custom destination, such as a stage or sales rep. Calendar syncing lets leads book meetings with sales reps from within the chatbot conversation. 
  • Activity Management: Contains a scheduling tool, reminder notifications and a premade list of activity types, which can be configured based on company needs. 
  • Sales Forecasting: Pursue the best deals and effectively plan strategies for open deals. Access and customize different views: 
    •  Individual views provide in-depth details for sales reps. 
    •  Forecasting views let managers filter deals based on criteria like date started or product. 
  • Integration: Integrates with dozens of other apps, including Asana. Connects with platforms like Zapier and Automate.io, allowing further integration with tools like LinkedIn, Zendesk, Mailchimp, HubSpot, Jira, Salesforce, Dropbox and various G Suite tools like Gmail. 
  • Marketplace: Supports dozens of third-party plugins. Thumbs-up/thumbs-down ratings and user reviews help gauge how an app performed for other users. 
  • User Access Control: Set user permissions and determine how users log in, whether it’s via two-factor authentication or using a single sign-on (SSO) platform. Track the identity and location of anyone who logs in on a dashboard. Receive alerts when an unrecognized device logs in. 
  • Data Security: Features include data encryption, daily backups and GDPR compliance. Also provides a data protection officer and multiple certifications. 
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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

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#28

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Analyst Rating Summary

73
61
90
74
82
78
100
100
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Dashboards and Reports
Platform Security
Product Management
Account and Contact Management
Integrations and Extensibility
Dashboards and Reports
Opportunity Management
Lead Management

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Pipedrive
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 90 82 100 77 78 79 65 0 69 100 62 68 75 74 78 100 54 88 55 91 0 50 32 47 45 75 0 25 50 75 100
71%
14%
15%
71%
0%
29%
62%
0%
38%
54%
0%
46%
100%
0%
0%
100%
0%
0%
80%
0%
20%
60%
0%
40%
57%
14%
29%
86%
0%
14%
71%
0%
29%
43%
0%
57%
63%
0%
37%
88%
0%
12%
0%
0%
100%
0%
0%
100%
62%
5%
33%
48%
0%
52%
100%
0%
0%
0%
33%
67%
33%
11%
56%
0%
11%
89%
63%
0%
37%
38%
0%
62%
67%
0%
33%
67%
0%
33%

Analyst Ratings for Technical Requirements Customize This Data Customize This Data

85%
0%
15%
54%
0%
46%
100%
0%
0%
71%
0%
29%

User Sentiment Summary

Excellent User Sentiment 6235 reviews
Excellent User Sentiment 1012 reviews
90%
of users recommend this product

Pipedrive has a 'excellent' User Satisfaction Rating of 90% when considering 6235 user reviews from 6 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 (24)
4.9 (24)
4.3 (1253)
4.6 (531)
4.54 (2491)
n/a
4.6 (2207)
4.4 (410)
4.5 (59)
4.0 (11)
4.1 (201)
4.1 (36)

Awards

SelectHub research analysts have evaluated Pipedrive and concluded it earns best-in-class honors for Platform Security. Pipedrive stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award
Platform Security Award

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

User Favorite Award

Synopsis of User Ratings and Reviews

Sales Pipeline: 80% of reviewers referring to this aspect said the platform is good for keeping a close eye on deals at every stage and tracking individual progress to understand outcomes.
User Interface: Of the users mentioning the UI, 60% suggested that it’s functional and easy to use.
Mobile Application: 70% of the reviewers mentioning the mobile app stated that it makes Pipedrive easy to use anytime, anywhere.
Integrations: The platform helps users work seamlessly, with integrations for customer acquisition, goal achievement, application sync and more, as stated by 40% of reviews about integrations.
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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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Data Exporting: Glitches and a lack of control make data querying and extraction slow, according to 50% of those who mentioned the exporting tool.
Filters: Filtering is complex, and 40% of users who referenced it stated it could improve in terms of usability and design.
Browser Extensions and Email Integration: Email integration, browser extensions and workflow automation are dated and not user-friendly, according to 70% of reviews on these features.
Expensive: 60% of users who reviewed pricing suggested that the features are overpriced in comparison to the competition’s products.
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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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Pipedrive is a sales and marketing management tool for small and medium businesses. It helps visualize the sales pipeline, track important activities and hold client conversations, with mobile access for greater productivity.Even with its data exporting difficulties, filter complexity and non-intuitive email integration, the platform overall is easy to use. Integration with third-party software, such as Google Apps, Mailchimp and Zapier, along with a powerful API, increases its usefulness in enhancing business sales processes. Overall, it is a great solution for companies looking to streamline sales processes.

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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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Screenshots

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