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By Use Case
Pick a feature and find out how much it costs in each CRM
Being a CRM for Gmail, Copper CRM lays down some conditions to sync emails with other email clients. If you’re a non-Gmail user, you’ll have to auto-assign the BCC address to sync your sent emails with Copper CRM. And to sync incoming emails you have to create a Gmail account and set up a rule in your email client to forward all emails to the Gmail account.
On the other hand, Freshsales email management has everything you need to seamlessly send emails from within the CRM. Whether it’s Gmail integration (or integration with other email clients like Outlook), creating unlimited email templates, scheduling bulk emails, tracking email opens and clicks—you name it, Freshsales has it.
With Freshsales' built-in phone, you don’t have to go through the hassle of integrating a phone system with your CRM anymore. You can buy phone numbers of various countries, assign them to sales reps and have them call your leads and contacts straight out of the CRM. Phone conversations are also automatically logged and linked to the right lead/contact. What’s more, the feature is available right from the lowest-priced plan.
In Copper CRM, you have to integrate to third-party tools to make and receive calls, and the integration is available only on their highest-priced plan.
Before calling prospects, your sales team needs context to build trust and rapport with them. Freshsales intelligently tracks customer behavior on your website (like pages visited, signups, downloads), and also within your product (like activated feature), giving your sales reps the context for relevant conversations. With Copper CRM, you can get CRM analytics only through third-party integrations.
Both Freshsales and Copper CRM have the ability to manage leads and contacts. But what Copper CRM lacks is the capability to reduce manual data entry and score leads without the need for third-party tools. In Freshsales, those features are built in to start using right away; no integrations needed. Automatically capture your web visitors as leads inside your CRM using Smartforms and score leads based on lead property, website, app and email activity.
In Freshsales, auto-assigning leads to sales reps based on rules comes at no extra cost, whereas in Copper CRM, it costs $48 in addition to the subscription cost.
Both Freshsales and Copper CRM are evenly matched in terms of creating a visual sales pipeline and creating multiple pipelines.
Freshsales lets you set up workflows to automate repetitive activities, like sending welcome emails, setting follow-up tasks for salespeople, and generating invoices. You can define the rules right from the sales CRM, and let Freshsales perform the actions on your behalf. This is available across all Freshsales paid plans.
In Copper CRM, you can automatically assign only follow-up tasks to users based on triggers, and this is not available in their basic paid plan. Third-party integrations are needed for time-triggered workflows and updating fields through workflows.
Freshsales and Copper CRM both have reporting capabilities, but the interface to create reports is a lot easier in Freshsales. Although Copper CRM comes with pre-built reports, creating custom reports can only be done in Google Sheets using their suggested add-on to import your data out of the CRM and into Sheets. But in Freshsales, you can work with your data and charts within the CRM itself.
Freshsales comes with plenty of standard reports—like sales activity, sales cycle, and velocity, trendline reports— which you can modify. You can create your own reports too. You can also add reports to your custom dashboards to get a quick glance on important trends and metrics. Everything you need for sales reporting is available inside Freshsales.
Copper CRM phone support is only available on their highest-priced plan. In Freshsales, it’s free across all plans.
Note: Data as of 1st January 2018
““Insightly worked well with Gmail but didn’t recognize existing tasks. ProsperWorks was limited on custom fields, and Pipedrive didn’t allow bulk emails. Although these CRMs were affordable, because of the lack of one or more features we needed for business, we were forced to also use third-party tools. With Freshsales, we got it all in one package.””
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