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.
Ready to boost your productivity and streamline your workflow with Clickup?
Pricing: It has a free plan. Paid plan starts at $7/month
Key Features:
- Task Management
- Project Tracking
- Time Tracking
Want a CRM that seamlessly integrates with your Google apps? Explore Copper?
Pricing: It has a free plan. Premium plan starts at $9/month.
Key Features:
- Google Workspace Integration.
- Visual Pipeline.
- Email Tracking.
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…
Ready to boost your team’s productivity and streamline your workflow? ClickUp’s customizable platform and powerful features.
Key Benefits
- Customization: ClickUp is super flexible. You can tailor it to fit your exact workflow. Seriously, almost everything is customizable.
- Collaboration: It’s built for teamwork. Real-time editing, comments, and assigned tasks make working together easier.
- Integrations: Connect ClickUp with other tools you already use, like Slack or Google Drive. This streamlines your workflow.
- Free Plan: They offer a generous free plan, perfect for trying it out or for smaller teams.
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…
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 shines when it comes to 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 the plans will be billed annually.
- Starter: $9/seat/month.
- Basic: $23/seat/month.
- Professional: $59/seat/month.
- Business: $99/seat/month.
Pros
Cons
Feature Comparison
Let’s dive deep and compare these two.
We’ll look at key features, seeing how each software helps with your work management and productivity.
Which one will suit your needs best?
1. Project Management
- Copper CRM: Focuses on copper project and sales pipeline management tools. It’s easy to use for tracking deals, but less robust for complex project management.
- ClickUp: This offers comprehensive project management with customizable views, task dependencies, and resource allocation. It’s a powerhouse for teams needing detailed planning.
2. CRM Functionality
- Copper CRM: Primarily a CRM software designed to integrate smoothly with Google Workspace. Excellent for sales and contact management tools.
- ClickUp: While it has CRM capability, its main strengths are task and work management. It can handle CRM tasks, but it’s not its core functionality.
3. Marketing Tools
- Copper CRM offers basic marketing integrations and email tracking. It helps with sales-focused marketing but lacks advanced features.
- ClickUp: This integrates with marketing tools and offers customizable dashboards to track campaigns. It’s better for teams needing flexible marketing organization.
4. Templates and Customization
- Copper CRM: Provides template options for sales pipelines and reports. Customization is limited, focusing on sales-specific needs.
- ClickUp: This offers extensive template libraries and highly customizable workflows. It adapts to various team sizes and needs.
5. Free Version and Free Trial
- Copper CRM: Offers a free trial but no free version. Users must subscribe for full access.
- ClickUp provides a free version with limited features, which is helpful for individual users. It also offers a free trial of paid plans.
6. Scheduling and Calendar
- Copper CRM: Calendar integration with Google Workspace is solid, helping with schedule and task tracking within sales.
- ClickUp offers multiple calendar views and schedule features. It shines with visual mapping of tasks and deadlines across the entire team and their respective resources.
7. User Interface and Ease of Use
- Copper CRM: Very intuitive and easy to use, especially for Google Workspace users. The interface is clean.
- ClickUp offers powerful features, but the interface can be overwhelming for new users. A learning curve is present, and user experience will vary based on team size and request type. Reporting and metrics setup can be confusing.
What to Look For When Choosing a CRM Platform?
- Consider your team’s size and workflow.
- Evaluate integration needs 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 ClickUp
Here’s a brief comparison of ClickUp with these software solutions:
- 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 Pipedrive: ClickUp offers a comprehensive work management solution with flexible CRM capabilities, while Pipedrive is a sales-focused CRM designed for visual sales pipeline management and deal tracking.
- 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.
More of Copper CRM
Here’s a brief comparison of Copper CRM with these software solutions:
- Copper CRM vs Gohighlevel: Copper CRM offers deep integration with Google Workspace for streamlined relationship management, while GoHighLevel is a comprehensive marketing automation platform with advanced lead generation.
- 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 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 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.
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.
