Copper vs. Salesforce: Which is the Right CRM for Your Business?

Denise Yoder
August 8, 2020

Copper and Salesforce, two of the most popular CRMs, do the same job, but their way of tackling the problem is different. While one suits small businesses and startups better, the other one is great for large businesses that need more of a business management tool and can hire full-time support persons and developers.

Here’s our in-depth comparison of Copper vs. Salesforce, breaking down the various aspects like price, features, and ease of use.


Introducing Copper and Salesforce

Copper

Copper is a San Francisco based, relatively new CRM founded in 2013, with just five employees. They have shown impressive growth over the years, raised a total of $87 million, employs over 200 people, and serves over 10,000 customers. They are racing towards a goal of reaching $100 million in Annual Recurring Revenues(ARR) in 2020.

One of Copper’s compelling offerings is seamless integration with various tools like G Suite, Slack, HubSpot, etc.

Salesforce

Salesforce is the oldest and one of the most powerful CRM systems available today. It was founded in 1999 and was the only CRM solution available at that time. As years passed, many other CRMs with great features gained attention, but still, Salesforce was highly successful in keeping large businesses as its customers.


When to choose Copper CRM

  1. You already use tools like G Suite, HubSpot, Slack, Zendesk, Xero, or QuickBooks.

The value proposition of Copper CRM reads ‘Finally… a CRM for G Suite’, and it can’t be more correct. Copper is a great and one of the best CRM solutions out there for businesses and organizations that use G Suite.

It integrates seamlessly with tools like Slack, Zendesk, HubSpot, QuickBooks, Xero, and DocuSign. Businesses can continue using these tools and don’t have to migrate and upload data; copper will pull all the necessary information and prepare detailed insights and reports.



  1. You like it simple and don’t want to appoint full-time support people.

Salesforce boasts many functionalities and is the trendsetter in the CRM industry. However, properly setting up those functionalities takes up a lot of time and needs a Salesforce expert.

It is an excellent tool for businesses that have the time and resources to hire a full-time support person to take care of Salesforce, but for small businesses, it may not be the best option.

When to choose Salesforce

  1. You are looking for a single tool that can handle almost everything.

As mentioned earlier, Salesforce is a feature powerhouse. Salesforce will let you handle many things on their platform that otherwise would have to be achieved using multiple tools. With Salesforce, you can manage marketing, sales, commerce, service, and IT teams in one place.  

  1. You have a large business and have plenty of data.

If you are a large business and have tons of data that needs to be analyzed for meaningful insights, Salesforce is the better option.

Yes, setting it up might take more time, and you may need a Salesforce expert to get meaningful insights. Still, once it is set up, you’ll get in-depth trend analysis and sales forecasts that’ll help you make better decisions and drive your business in a positive direction.

Feature comparison of Copper vs. Salesforce

Ease of setup and use

Both CRMs have UIs that are easy on the eye, but there’s a big difference in their usability. Copper CRM can be set up by anyone who has used similar tools before, but setting up Salesforce requires a little more expertise since they offer more customizations and features.

The dashboards are customizable on both CRMs, but Salesforce offers much better customizations with several reporting options and preset themes. Almost any data can be imported onto the Salesforce dashboard for easy analysis.



With Copper CRM, the customization options are limited, but it is very intuitive and easy to set up. When it comes to Copper vs. Salesforce in terms of usability, Copper is the winner, but in terms of functionalities, Salesforce is much better.




Integrations

Both CRMs can be integrated with G Suite, Slack, Zendesk, HubSpot, Xero, QuickBooks, etc. However, integrating them with Salesforce is often done with some external tools and extensions, but Copper has all of these built-in.

Copper advertises itself as a CRM that connects seamlessly with G Suite and similar solutions, so it is hassle-free with Copper.




Reporting

Creating a report based on our needs is a breeze in Copper CRM. All the necessary reports are built-in, and we just have to choose the verticals, dates, and filters to get the data we want. Building a report takes only a few minutes, thanks to the intuitive UI.


Salesforce also offers detailed reporting, but the interface seems slightly cluttered and is not so easy on the eye. Of course, Salesforce provides a lot more customizations than Copper, but most of the reports have to be built from scratch.

We can create the exact same report as we have in mind on Salesforce, but we must have enough time to spend to get it right if we don’t have a dedicated support person.



Pricing comparison

Salesforce is a little more expensive than Copper CRM due to the features it boasts, but both offer great value for the money, provided you choose the best one as per your needs.

Salesforce Pricing

The Salesforce plans start from $25/user/month, with Gmail and Outlook integration and account, contact, lead, and opportunity management.

The unlimited plan costs $300/user/month and includes lead registration, rules-based leads scoring, collaborative forecasting, workflow automation, approval automation, and 24x7 support and configuration services, in addition to the features of the basic plan.


Copper CRM Pricing

The basic plan costs $25/user/month and includes full G-Suite, Slack, and Zapier integration, meeting scheduler, basic reporting, and sales forecasting.

The business plan costs only $119/user/month, but comes with email open tracking, task and workflow automation, lead and sales insights, goal tracking, API access, and Zendesk, HubSpot, Mailchimp, Xero, QuickBooks, RingCentral, and DocuSign integrations.



Summary - When to choose Copper vs. Salesforce in 2020

Copper and Salesforce are two powerful CRMs with compelling features, and the growth of these two over the last few years show how valuable they are for businesses, small and large.

Here’s a quick summary of the Copper vs. Salesforce comparison so that you can choose the best one as per your needs.

Copper CRM

Summary:

  • Easy to use user interface
  • Seamless integration with G Suite, Xero, QuickBooks, Slack, Zendesk, etc.
  • Pre-built reports.
  • Better for small and medium businesses and organizations.

When to choose:

  • You are already using tools like G Suite, Slack, HubSpot, Xero, QuickBooks, etc.
  • You need a simple, easy to use CRM that does not need a dedicated support person.
  • You have a startup, or the resources are limited.

Salesforce

Summary:

  • A complex user interface, needs a dedicated Salesforce expert.
  • Can be integrated with many tools through third-party extensions.
  • Better for large businesses and organizations.

When to choose:

  • You need an advanced tool with complex features.
  • You have a large business and plenty of data.