Today’s business environment is rapidly changing, and to be competitive, you need the right tools to simplify complex processes. Both Freshsales and Copper CRM offer platforms that provide the tools to make work easy and connecting with clients more engaging.
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Freshsales vs. Copper CRM: An overview
Freshsales helps you with lead scoring, phone and email management, activity capture, and customer engagement. It’s an AI-based CRM platform with built-in communication tools—phone caller, email, chat, and SMS. It allows you to instantly communicate with your clients and automatically notifies you when a client clicks or opens your message.
Copper is specifically designed for businesses using Google Suite. It allows users to manage and organize contacts, deals, emails, data, calendars, files, and documents in one place without leaving the Gmail inbox.
Customizing your CRM
Freshsales offers an intuitive CRM platform that allows you to customize its dashboard and modules. It lets users create modules and offers editable fields you can manipulate and customize to keep your brand. It has filters to help you complete bulk actions like sending emails. Its out-of-the-box tools enable you to build custom fields, set multiple languages and currencies, and tweak the modules such as leads, contacts, accounts, and deals. You can also assign your team roles and access permissions to the system.
Copper presents a simple, intuitive CRM platform with an easy-to-use user interface that organizes all your data in one accessible place for your team. It features pre-built dashboards that let you create sales opportunities by keeping you abreast of any developments with your prospects, customers, interactions, and deals. You can easily adjust and tweak its custom dashboards and pipelines. You can create custom fields and add important details to help you build lasting customer relationships.
With Freshsales’ customizable tools and features, you can boost your team’s productivity. You don’t need to spend more time doing the manual, repetitive tasks such as encoding of client information, updating customer profiles, tracking events and conversations, and organizing all your communications. Freshsales lightens the load with its automation feature. It lets you automate your workflows and sales processes, giving you more time to think of creative ways to better engage customers.
Copper enhances your team’s productivity by simplifying processes and organizing your customer data, contacts, communications, files, documents, and notes. It automates time-consuming manual and repetitive tasks, and it streamlines the complex processes of sales and customer engagement. Data gathering—contact information, social media profiles, and company descriptions—is also automated. And it features advanced tracking and reporting tools to provide an in-depth understanding of your business and processes.
Connecting with customers
You can communicate with your customers directly from the platform in just a click and track all your conversations with Freshsales’ built-in communication tools. It also automates processes, collection of client information, and data management, organizing and generating reports for actionable insights. Freshsales provides data-driven insights helpful in turning relationships into closed deals. And it allows you to view, sort, and filter deals across multiple pipelines, so you can forecast sales in stages and track your targets. It also features revenue analytics to provide you an overview of your campaign’s finances, sales figures, source identification, and much more.
With Copper, you can understand your customers better and connect with them faster. It lets you have quick access to all your data, leads, and customer information to analyze and engage with your clients more effectively. Not only do you understand your customers, but you can also assess your team’s performance and activities. You can design different data-enhanced ways to reach out to your clients and prospects like targeted communications and marketing campaigns. Copper lets you see both the big picture and the details of your campaigns in one place and updates you with the latest activities and customer interactions.
Collaboration and integrations
Collaborating with your team is made simple with Freshsales. Every team member can access the platform, team inbox, and all information needed to proactively engage with clients. It lets your team communicate with customers consistently. Freshsales runs on iOS and Android devices, providing users flexibility and mobility. Plus, it has both native and third-party integrations, including Google Calendar, Mailchimp, Segment, Hubspot, Office 365, Zapier, Piesync, Quickbooks, Xero, Facebook, Calendly, Justcall, GetAccept, and Setmore.
Copper’s distinct advantage is in its seamless integration with G Suite applications: Google Calendar, Google Slides, Hangouts Chat, Gmail Contacts, Google Docs, Google Sheets, and Data Studio. You can sync your contacts, customize your slide decks for impressive presentations, keep yourself updated with important changes and opportunities, attach and send Google Doc files or Google Sheet documents, and make data-driven and informed decisions. In other words, anything you can do in G Suite you can easily sync with Copper. It also integrates other tools and third-party platforms such as Quickbooks, HubSpot, Slack, Xero, Ring Central, DocuSign, Zendesk, MailChimp, PersistIQ, Outfunnel, Reply.io, AirCall, and Zapier.
Conclusion: Freshsales or Copper CRM?
Freshsales offers out-of-the-box CRM tools and functionalities, while Copper seems to be stuck with its integration of G Suite applications. If you’re comfortable using G Suite as a stand-alone solution for your business, think about combining your tools with Copper.
Freshsales, on the other hand, gives you more freedom to customize the platform to suit your preferences, and G Suite applications are only among the many integrations you can incorporate in the system.
If you haven’t decided on a CRM software yet, our Product Selection Tool will help. It is easy to use, fast, and free. And if you have any questions, one of our dedicated Technology Advisors is just a phone call away.