You’re stuck. You need a CRM. But, Copper CRM vs ClickUp?
Imagine picking the wrong one.
You waste money and time, and your team gets frustrated.
Don’t worry; we’re going to break down Copper CRM vs ClickUp in simple terms.
Let’s find your best pick.
Overview
To give you the real deal, we didn’t just read reviews. We dove in.
Our team tested both Copper CRM and ClickUp, exploring their features, pricing, and how they fit into daily work.
This hands-on experience lets us give you a clear, honest comparison.
Want a CRM that seamlessly integrates with your Google apps? Experience a smoother workflow!
Pricing: It has a free trial. The premium plan starts at $9/month.
Key Features:
- Google Workspace Integration
- Contact Management
- Pipeline Management
Boost productivity by 25%! ClickUp helps you manage sales, projects, docs, and more.
Pricing: It has a free plan. The premium plan starts at $7/month.
Key Features:
- Task Management
- Project Management
- Collaboration Tools
What is ClickUp?
Now, let’s talk about ClickUp. It’s more than just a CRM.
It’s a work hub. Think about tasks, projects, and goals all in one place.
You can customize it to fit your workflow.
It’s built for teams that need flexibility.
Also, explore our favorite ClickUp alternatives…
Our Take
It’s incredibly powerful and flexible. The free plan is very generous, and it has many features for managing projects. However, due to its many options, it can be overwhelming at first, and the learning curve can be steep for new users.
Key Benefits
- Centralized workspace for tasks.
- Offers a free forever plan.
- Supports over 1,000 integrations.
- Customizable workflows and views.
- Comprehensive reporting features.
Pricing
- Free: Best for personal use.
- Unlimited: $7/user.
- Business: $12/user.
- Enterprise: Contact them for custom pricing based on your requirements.
Pros
Cons
What is Copper CRM?
Okay, so Copper CRM is all about making sales smooth.
It’s like Google Workspace but with a sales twist.
It keeps your contacts and deals organized, and you get a clear view of your sales pipeline.
It’s built for teams that live in their inboxes.
Also, explore our favorite Copper CRM alternatives…
Our Take
Stop wasting 10 hours a week on manual data entry! Copper CRM software automates your sales process and integrates seamlessly with Google Workspace.
Key Benefits
Copper CRM excels in simplicity and integration. Here’s what makes it stand out:
- Effortless Google Workspace integration: Manage your contacts, deals, and projects without leaving your Gmail inbox.
- Intuitive interface: Copper is easy to navigate, even for CRM beginners.
- Visual pipeline management: Get a clear view of your sales process and track deals with ease.
- Automated data entry: Copper automatically captures contact information from emails and other interactions, saving time and effort.
Pricing
All pricing will be billed annually.
- Starter: $9/seat/month.
- Basic: $23/seat/month.
- Professional: $59/seat/month.
- Business: $99/seat/month.
Pros
Cons
Feature Comparison
This analysis evaluates Copper CRM, which is designed for seamless google workspace integration and minimal manual data entry.
ClickUp, a powerful project management platform built for task management across the entire workspace.
This comparison will clarify which business software is the better investment for optimizing sales processes versus comprehensive internal workflow management.
1. Core Focus and Primary Use
- Copper: Primarily a customer relationship management tool focused on relationship tracking, managing contact management, and automating sales interactions. It minimizes manual data entry through its chrome extension and google workspace integration.
- ClickUp: Primarily a project management platform and collaboration tool designed to manage the entire workspace, centralizing task management, docs, and goals. It is a powerful business software suite focused on business operations.
2. CRM and Sales Pipeline
- Copper: Provides dedicated CRM features like robust contact management, multiple pipelines, and sales process tracking, aimed at the sales team. It allows sales reps to focus on the sales process without being slowed by administrative work.
- ClickUp: Offers CRM capabilities through customizable boards and forms, which can be tailored for sales processes. However, these features are built using custom fields and automations rather than native CRM modules.
3. Project Management Tools
- Copper: Includes basic project management tools related to sales activities, such as assigning follow-up manage tasks and setting reminders in google calendar for the sales team. It lacks advanced features.
- ClickUp: Excels here, offering comprehensive project management tools like gantt charts, kanban board, whiteboard feature, and time tracking. It provides everything needed to manage complex tasks and multiple projects across the entire workspace.
4. Collaboration and Communication
- Copper: Collaboration centers around the gmail inbox and google docs, leveraging google workspace integration to provide team visibility into customer relationship management data. Team communication is efficient within the Google ecosystem.
- ClickUp: Built for internal collaboration, offering native chat, real time editing in docs, and comprehensive communication features across the entire workspace. It provides seamless collaboration for every team member.
5. Pricing and Plans
- Copper crm pricing is per user per month. The business tier provides access to the best features like workflow automation and custom reports, while paid plans ensure the necessary level of functionality.
- ClickUp: Offers a generous free plan and scalable clickup plans including paid plans and an enterprise plan. The free forever plan offers enough features for small teams, while unlimited plan tiers cater to large organizations. Billed annually subscriptions usually offer discounts.
6. Integrations and Ecosystem
- Copper’s integration is laser-focused on Google Workspace (gmail inbox, google docs, google calendar, google drive, google sheets). Its chrome extension provides a seamless experience.
- ClickUp: Offers over 1,000 third party integrations, robust api access for advanced users, and tools like import data and single sign on for the entire workspace. It easily integrates with almost any tech stack.
7. Automation and Workflow Automation
- Copper: Provides workflow automation focused on the sales process, such as moving leads through pipelines or updating fields based on emails from the gmail inbox.
- ClickUp: Features highly flexible automation, allowing users to assign tasks, manage deadlines (due date), and automate internal business processes across the entire workspace. The ai assistant can further save time.
8. User Interface and Learning
- Copper: Features a clean, minimalist user interface designed to blend into the gmail inbox, making it quick to learn for Google users. The clickup review often highlights its steep learning curve by comparison.
- ClickUp: Extremely flexible but complex. The clickup brain and management platform offer unlimited number of customization options, requiring live training and knowledge base resources, though clickup university and live onboarding training are available.
9. Extensibility and Advanced Tools
- Copper: Advanced features are primarily focused on the sales team (e.g., lead capture, website tracking). The business tier is needed for many advanced features like website tracking.
- ClickUp includes advanced tools like native whiteboard feature, ai assistant, real time editing, custom fields, and guest access. It offers enough features and new features constantly developed to manage complex tasks and business operations.
10. Suitability and Feature Scope
- Copper: Lacks many advanced capabilities but focuses on essential features for the sales team. Its business plan is designed to minimize complexity for Google-centric small teams.
- ClickUp: The breadth of its platform, including resource management and other features, makes it powerful for marketing teams. The ability for solo workers to view tasks and manage projects seamlessly with its completely free model and constant flow of new tasks and new features gives it a high score in versatility.
What to Look For in a CRM Platform?
- Consider your team’s size and workflow.
- Evaluate integration needs like marketing tools with existing software.
- Assess capability for scalability.
- Check for user-friendly interface and training resources.
- Determine necessary reporting and metric tracking.
- Ensure the crm software offers adequate support.
- Think about long-term productivity goals.
Final Verdict
So, here’s the deal.
If you live in Google Workspace and need a simple sales CRM, Copper CRM is solid.
It’s easy to use and keeps things organized.
But, if you want a powerful tool that does everything, ClickUp wins.
It handles tasks, projects, and even some CRM stuff.
It’s flexible. You can use it for anything.
Plus, the whiteboard and task views help you plan effectively.
We’ve tested both, and for most teams, ClickUp’s versatility is hard to beat.
Choose what fits your work style. We’ve been there. We get it.
More of Copper CRM
Here’s a brief comparison of Copper CRM with these software solutions:
- Copper CRM vs Pipedrive: Copper CRM excels in Google Workspace integration and contact management, while Pipedrive focuses on visual sales pipeline management for sales-driven organizations.
- Copper vs GoHighLevel: Copper is best for teams using Google. It is simple to use and built right into Gmail. GoHighLevel is a bigger tool for marketing agency needs. It has more powerful automation and can manage multiple clients.
- Copper CRM vs Keap: Copper CRM provides seamless Google integration for simplified CRM, whereas Keap offers robust sales and marketing automation with extensive features.
- Copper CRM vs ActiveCampaign: Copper CRM offers intuitive Google Workspace integration for managing customer interactions, while ActiveCampaign focuses on advanced marketing automation and detailed customer segmentation.
- Copper CRM vs Hubspot: Copper CRM prioritizes deep Google Workspace integration and ease of use, whereas HubSpot provides a comprehensive suite of marketing, sales, and service tools.
- Copper CRM vs Clickfunnels: Copper CRM is a customer relationship management system, while ClickFunnels is a specialized sales funnel builder designed to generate leads and automate sales.
- Copper CRM vs Folk: Copper CRM offers strong integration with Google Workspace for sales and contact management, while Folk emphasizes simple, collaborative contact organization and customization.
- Copper CRM vs Instantly: Copper CRM provides a full CRM experience with Google Workspace integration, whereas Instantly is primarily an email outreach tool for cold email campaigns.
- Copper CRM vs ClickUp: Copper CRM is a specialized CRM tightly integrated with Google Workspace, while ClickUp is a versatile work management platform that includes CRM functionalities, among many others.
- Copper CRM vs Monday CRM: Copper CRM provides a simple, Google-centric CRM experience, while Monday CRM offers highly customizable visual workflows and robust project management features.
- Copper CRM vs Capsule CRM: Copper CRM offers deep Google Workspace integration and strong sales pipeline features, while Capsule CRM is a simpler contact manager focused on basic sales tracking.
- Copper CRM vs Insightly: Copper CRM focuses on Google Workspace integration and intuitive sales pipelines, while Insightly offers a broader CRM with project management and advanced workflow automation.
- Copper CRM vs Freshsales CRM: Copper CRM provides contextual CRM with visual pipelines and Google integration, while Freshsales CRM offers AI-powered lead scoring, advanced analytics, and integrated communication.
- Copper CRM vs Salesforce: Copper CRM offers a user-friendly solution tightly integrated with Google Workspace. At the same time, Salesforce is a highly customizable and extensive enterprise-level CRM with a vast feature set.
More of ClickUp
Here’s a brief comparison of ClickUp with these software solutions:
- ClickUp vs Pipedrive: Pipedrive is a sales-focused CRM with a visual pipeline. ClickUp is a more flexible project management tool.
- ClickUp vs Gohighlevel: ClickUp is an all-in-one work management platform with strong project management and customizable CRM. GoHighLevel is a dedicated marketing and sales automation platform focused on lead generation and conversion.
- ClickUp vs Keap: ClickUp is a versatile platform for project management and customizable CRM, while Keap is a powerful CRM and marketing automation tool that emphasizes lead nurturing and sales processes.
- ClickUp vs ActiveCampaign: ClickUp provides a flexible platform for task, project, and basic CRM management, whereas ActiveCampaign excels in advanced marketing automation, email campaigns, and customer segmentation.
- ClickUp vs Hubspot: ClickUp is a highly customizable project management and work OS with integrated CRM features, while HubSpot offers a comprehensive suite of tools for marketing, sales, and customer service.
- ClickUp vs Clickfunnels: ClickUp is an all-in-one work management platform; ClickFunnels is primarily a sales funnel builder for creating landing pages and automating sales funnels.
- ClickUp vs Folk: ClickUp is a robust work management solution with customizable CRM functionalities, while Folk focuses on collaborative contact management and relationship tracking.
- ClickUp vs Instantly: ClickUp is a versatile platform for project management and diverse workflows, while Instantly specializes in cold email outreach, deliverability optimization, and automated email campaigns.
- ClickUp vs Monday CRM: ClickUp provides a highly customizable all-in-one workspace for project management and CRM, while Monday CRM offers visual workflows and team collaboration focused on customer relationships.
- ClickUp vs Capsule CRM: ClickUp is a comprehensive work management and customizable CRM platform, whereas Capsule CRM is a straightforward, user-friendly CRM focused on managing contacts and sales opportunities.
- ClickUp vs Insightly: ClickUp is a flexible platform for project management and adaptable CRM. Insightly is a dedicated CRM offering a strong sales pipeline and project management features within a CRM context.
- ClickUp vs Freshsales: ClickUp is an all-in-one work management tool with adaptable CRM capabilities, whereas Freshsales CRM is a specialized sales CRM with advanced automation, lead scoring, and reporting.
- ClickUp vs Salesforce: ClickUp is a versatile work management platform with customizable CRM, while Salesforce is an enterprise-grade CRM with extensive features for sales, service, and marketing automation.
- ClickUp vs Zendesk: ClickUp offers an all-in-one workspace for tasks, projects, and customizable CRM, while Zendesk is a leading customer service platform primarily focused on ticketing and support.
Frequently Asked Questions
Is Copper CRM better for small businesses?
Copper CRM’s integration with sCRM city and Google Workspace makes it a strong choice. If your small business relies heavily on Google tools and needs a straightforward sales CRM, it’s a fit.
Can ClickUp replace my project management software?
Yes, ClickUp is designed to be a comprehensive work hub. Its customizable features and various views allow it to handle complex project management tasks, potentially replacing other tools.
Does Copper CRM offer any free trial?
Yes, Copper CRM offers a free trial, allowing users to test its features before committing to a paid plan. However, the software does not offer a free version.
How does ClickUp compare to the paid plans?
ClickUp is suitable for personal use or very small teams. Paid plans unlock advanced features like unlimited storage, more integrations, and advanced reporting.
Which platform is easier to integrate with other tools?
ClickUp generally offers more integrations. It connects with a wider range of apps and services, providing greater flexibility compared to Copper CRM’s CRM’s on Google CRM’s workspace integration.
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