


选择合适的 客户关系管理 很难,对吧?
You’re stuck between Creatio 客户关系管理 vs Copper CRM.
You’re probably wasting time scrolling through endless reviews.
That’s a headache no one needs.
Here’s the deal.
We’re going to break down Creatio 客户关系管理 vs Copper CRM in simple words.
概述
To bring you a clear comparison, we’ve gone beyond simple feature lists.
This hands-on approach provides a practical understanding of each platform’s strengths and weaknesses.

准备好探索 Creatio 的强大功能了吗?立即注册,亲身体验该平台。
定价: 它提供免费试用。高级套餐起价为每月 25 美元。
主要特点:
- 可视化工作流构建器
- 高级分析
- 无代码定制

想要一款能与 Google 应用无缝集成的 CRM 系统吗?体验更流畅的工作流程!
定价: 它提供免费试用。高级套餐起价为每月 9 美元。
主要特点:
- Google Workspace 集成
- 联系管理
- 管道管理
Creatio CRM是什么?
So, Creatio CRM? It’s a big deal.
Think of it as a super-flexible 客户关系管理.
It’s built for companies that need custom solutions.
It’s not a one-size-fits-all thing. You can change almost anything.
此外,还可以探索我们最喜欢的 Creatio CRM 的替代方案…

主要优势
Creatio 拥有一些使其脱颖而出的优势。它可以帮助您更快、更好地完成工作。
- 无代码自由: 快速构建应用,轻松更改工作流程,无需编写代码!
- 提高效率: 实现任务自动化,可以解放你的团队。
- 360°客户视角: 在一个地方查看所有客户信息,更好地了解他们。
- AI智能助手: 利用人工智能进行预测,帮助企业做出明智的商业决策。
- 集成模块: 集销售、市场营销和服务于一体,所有功能一应俱全。
定价
所有套餐均按年计费。
- 生长: 每月25美元。
- 企业: 每月55美元。
- 无限: 每月85美元。

优点
缺点
Copper CRM是什么?
Copper CRM? It’s all about Google.
If your team lives in Gmail, this is for you. It’s built right into Google Workspace.
It’s simple, and it works.
此外,还可以探索我们最喜欢的 Copper CRM替代方案…

我们的观点

别再每周浪费10个小时进行手动数据录入了!Copper CRM软件可以自动化您的销售流程,并与Google Workspace无缝集成。
主要优势
Copper CRM 的优势在于其简洁性和集成性。以下是它脱颖而出的原因:
- 轻松集成 Google Workspace: 无需离开 Gmail 收件箱,即可管理您的联系人、交易和项目。
- 直观的界面: 即使对于 CRM 新手来说,Copper 也非常容易上手。
- 可视化流水线管理: 清晰了解您的销售流程,轻松跟踪交易。
- 自动数据录入: Copper 会自动从电子邮件和其他互动中捕获联系信息,从而节省时间和精力。
定价
所有费用均按年结算。
- 起动机:9美元/座位/月。
- 基本的:23美元/座位/月。
- 专业的:59美元/座位/月。
- 商业:99美元/座位/月。

优点
缺点
功能对比
Deciding between these platforms requires a close look at their core tools.
We compare 9 key features to show you how each one handles critical aspects of your sales team workflow and customer relationship management.
1. Low-Code/No-Code Customization
- Creatio CRM: This platform is defined by its no-code or low-code platform. Studio Creatio gives you the maximum degree of freedom to change things. It excels in 商业 process management.
- Copper CRM: It offers very limited features for advanced visual customization. It is an out-of-the-box solution built for simplicity in a standard business environment.
2. Google Ecosystem Integration
- Copper CRM: Copper’s integration with Google products is the main feature. The Chrome extension works with your Gmail 收件箱. It links your Google Calendar, Google Docs, and Google Drive. You can export 数据 to google sheets. This deep connection with tools formerly G Suite makes it easy.
- Creatio CRM: It can integrate with Gmail and Google tools, but not as natively. It treats them like other tools you connect.
3. 销售流程和自动化
- Creatio CRM: It offers powerful workflow 自动化 to automate tasks. It is a full-featured sales crm. It helps accelerate sales processes for all your sales reps.
- Copper CRM: It provides solid workflow automation to automate tasks for simple sales process management. Its focus is on making the process easier for the individual sales team member.
4. 线索和联系人管理
- Creatio CRM: It has robust tools to manage leads and contacts. It includes advanced lead scoring to qualify a new lead. It is built for complex tracking.
- Copper CRM: It uses a 简化 approach to manage new contacts and leads right from your gmail inbox.
5. Marketing Tools and Campaigns
- Creatio CRM: It provides an omnichannel marketing platform. Marketing creatio lets you run complex marketing campaigns. You can send bulk emails and set up automated emails. It handles website tracking.
- Copper CRM: It has limited features for marketing. You can use email templates and some basic bulk emails on the professional plan or higher. It often requires other crm or third-party add ons.
6. Data Entry and Tracking
- Copper CRM: Copper tries hard to prevent manual data entry. It uses its gmail extension to automate tasks and capture data automatically. This lets you easily track clients and customers.
- Creatio CRM: While it lets you automate tasks, its setup is more involved. It has more places where manual data entry might be needed during the initial process.
7. Pipeline and Project Management
- Creatio CRM: It includes dedicated project management functionality. You can easily create pipelines and multiple pipelines for different sales process tracks. It handles projects well.
- Copper CRM: It is focused on managing multiple pipelines for sales. Its project management is simpler. It is available on the business tier but has limited features.
8. Pricing and Tiers
- Copper CRM: Copper crm pricing is transparent. The professional plan and business tier are clearly defined. You can pay paid monthly.
- Creatio CRM: The pricing is module-based. Costs increase with add ons and complexity. It’s harder to predict your total cost compared to other crm.
9. Business Fit and Scalability
- Copper CRM: Ideal for small business seeking simple functionality. It helps build long lasting relationships easily. The low complexity makes it a fast start for any business.
- Creatio CRM: Built for large enterprise business needs. Its low code nature handles high complexity. It offers deep functionality for huge sales processes.
选择CRM软件时应该注意哪些方面?
Choosing the right CRM means looking beyond basic features.
You need a tool that genuinely helps your company grow.
Here are the most important insights to check for:
- Code Platform Flexibility: Look for a no-code platform or a code platform to automate. This allows citizen developers on the creatio team to build applications and tailor the system without deep technical skills.
- Workflow Automation Depth: Can the system truly automate workflows? You want to orchestrate customer journey and streamline your sales creatio and account management processes.
- 行业聚焦: Check for pre-built industry workflows. This speeds up setup and shows the vendor understands your specific business environment.
- Ecosystem Fit: Does the technology integrate seamlessly? For some, native connections with Gmail and Google Calendar are key. For others, a vast marketplace add-ons system is crucial.
- 用户体验(UX): How easy is it for the user to gain access and complete tasks directly? A complex system, even with advanced capabilities, lowers efficiency and hurts employee experiences.
- 以客户为中心: The system must help enhance customer relationships. It should manage the entire customer journey and demonstrate genuine care through communicating transparently.
- Scalability and Cloud: Ensure the platform to automate workflows can scale. A modern cloud solution is often a strong performer that allows for access from any site or local presence.
- Pricing Model Clarity: Watch out for hidden costs in the pricing. Understand the difference between the starter plan and what is included in the free version versus other crms.
- 业务契合度: Are you a large enterprise (like société générale group or BNP Paribas Group) needing order management and crm applications, or a smaller team? This is a defining part of your decision.
最终判决
Okay, here’s the bottom line.
If you need a super flexible CRM, Creatio is your pick.
You can customize almost everything. But it’s complex.
You’ll need solid technical support.
Copper is simpler. It’s great if you live in Google Workspace.
Its dashboard is clean and easy.
But it’s less powerful. Copper is the better choice for most users, especially those deep in the Google ecosystem.
It’s easy to use and does the job.
We’ve tested these tools, and Copper wins for its balance of features and simplicity.


Creatio CRM 的更多内容
以下是 Creatio CRM 与这些软件解决方案的简要比较:
- Creatio CRM 与 Pipedrive 的比较: Creatio CRM 提供全面的流程自动化和无代码定制,适用于各种业务工作流程,而 Pipedrive 则专注于可视化销售管道管理,简化交易跟踪。
- Creatio vs GoHighLevel: Creatio 是一个无需编写代码的 CRM 和业务流程自动化平台,可帮助企业加快销售、营销和服务流程。GoHighLevel 是一个集销售和营销于一体的平台,专为营销机构和小企业主打造,助力他们拓展业务。
- Creatio CRM 与 Keap 对比: Creatio CRM 为复杂的流程提供广泛的销售自动化和 AI 驱动的洞察,而 Keap 则专注于简化小型企业的联系人管理、电子邮件营销和预约。
- Creatio CRM 与 ActiveCampaign 对比: Creatio CRM 提供了一个统一的平台,用于自动化销售、服务和营销流程,并支持深度定制;ActiveCampaign 在智能营销自动化、细分和电子邮件营销活动方面表现出色。
- Creatio CRM 与 Hubspot 的比较: Creatio CRM 强调高度可定制的工作流程和强大的流程自动化,而 HubSpot 则提供更广泛、更集成的营销、销售和客户服务套件,以易用性著称。
- Creatio CRM 与 Clickfunnels 的对比: Creatio CRM 是一款专注于管理客户关系和自动化业务流程的综合性 CRM 系统;ClickFunnels 是一款用于构建销售漏斗和优化转化率的专业工具。
- Creatio CRM 与 Folk: Creatio CRM 提供强大的营销自动化功能和详细的分析,可满足复杂的需求。Folk 是一款用户友好、协作式的联系人管理系统,最适合小型团队使用。
- Creatio CRM 与 Instantly: Creatio CRM 提供广泛的 CRM 功能,具有强大的工作流程自动化和营销活动功能,而 Instantly 则专门专注于自动化陌生邮件推广和潜在客户培育。
- Creatio CRM 与 Clickup 的对比: Creatio CRM 是一个专用的、流程驱动的 CRM 平台,具有强大的自动化功能;ClickUp 是一个多功能的工作管理工具,除了项目和任务管理功能外,还包括 CRM 功能。
- Creatio CRM 与 Monday CRM 的比较: Creatio CRM 提供高级销售和营销自动化功能,并具有广泛的自定义功能,而 Monday CRM 则强调可视化工作流程和团队协作,通常用于项目管理。
- Creatio CRM 与 胶囊 客户关系管理: Creatio CRM 提供了一个强大且可扩展的平台,具备全面的自动化和无代码功能。Capsule CRM 则是一个更简单的联系人管理系统,专注于跟踪销售机会。
- Creatio CRM 与 Insightly 的比较: Creatio CRM 提供了一个全面的、无需代码的平台,用于自动化销售、服务和营销流程;Insightly 提供了一个功能丰富的 CRM,具有项目管理和关系链接功能。
- Creatio CRM 与 Freshsales CRM 的比较: Creatio CRM 提供强大的工作流程自动化和深度定制功能,可应对复杂的销售运营。与此同时,Freshsales CRM 则优先考虑直观的界面和可视化的销售流程管理,以服务于销售团队。
- Creatio CRM 与 Salesforce: Creatio CRM 提供了一个灵活的、流程驱动的平台,具有强大的无代码定制功能;Salesforce 是一个行业领先、高度可扩展且全面的企业级 CRM,拥有庞大的应用生态系统。
更多关于Copper CRM的信息
以下是 Copper CRM 与这些软件解决方案的简要比较:
- Copper CRM 与 Pipedrive 的对比: Copper CRM 在 Google Workspace 集成和联系人管理方面表现出色,而 Pipedrive 则专注于为销售驱动型组织提供可视化的销售渠道管理。
- Copper vs GoHighLevelCopper 最适合使用 Google 的团队。它简单易用,并且直接集成在 Gmail 中。GoHighLevel 则是一款功能更强大的工具,能够满足营销机构的各种需求。它拥有更强大的自动化功能,并且可以管理多个客户。
- Copper CRM 与 Keap 对比: Copper CRM 提供与 Google 的无缝集成,简化 CRM 流程,而 Keap 则提供功能强大的销售和营销自动化功能。
- Copper CRM 与 ActiveCampaign 对比: Copper CRM 提供直观的 Google Workspace 集成,用于管理客户互动,而 ActiveCampaign 则专注于高级营销自动化和详细的客户细分。
- Copper CRM 与 Hubspot 的比较: Copper CRM 优先考虑与 Google Workspace 的深度集成和易用性,而 HubSpot 则提供了一套全面的营销、销售和服务工具。
- Copper CRM 与 Clickfunnels 的对比: Copper CRM 是一个客户关系管理系统,而 ClickFunnels 是一个专门的销售漏斗构建器,旨在生成销售线索和自动化销售。
- Copper CRM 与 Folk: Copper CRM 与 Google Workspace 实现了强大的集成,可用于销售和联系人管理,而 Folk 则强调简单、协作的联系人组织和自定义。
- Copper CRM 与 Instantly: Copper CRM 提供完整的 CRM 体验,并集成了 Google Workspace,而 Instantly 主要是一款用于陌生邮件营销活动的电子邮件外联工具。
- Copper CRM 与 ClickUp 的对比: Copper CRM 是一款与 Google Workspace 紧密集成的专业 CRM 系统,而 ClickUp 则是一个功能全面的工作管理平台,其中包含 CRM 功能以及其他许多功能。
- Copper CRM 与 Monday CRM 对比: Copper CRM 提供以 Google 为中心的简单 CRM 体验,而 Monday CRM 提供高度可定制的可视化工作流程和强大的项目管理功能。
- Copper CRM 与 Capsule CRM 的比较: Copper CRM 提供深度 Google Workspace 集成和强大的销售渠道功能,而 Capsule CRM 则是一款更简单的联系人管理工具,专注于基本的销售跟踪。
- Copper CRM 与 Insightly 的比较: Copper CRM 专注于 Google Workspace 集成和直观的销售流程,而 Insightly 则提供更广泛的 CRM,包括项目管理和高级工作流程自动化。
- Copper CRM 与 Freshsales CRM 的比较: Copper CRM 提供具有可视化管道和 Google 集成的上下文 CRM,而 Freshsales CRM 提供 AI 驱动的潜在客户评分、高级分析和集成通信。
- Copper CRM 与 Salesforce: Copper CRM 提供了一个用户友好且与 Google Workspace 紧密集成的解决方案。与此同时,Salesforce 是一款高度可定制且功能强大的企业级 CRM,拥有丰富的功能集。
常见问题解答
哪款CRM系统更适合小型企业?
Copper CRM is generally better for small businesses. Its ease of use and Google Workspace integration boost productivity without needing heavy customization. Creatio is often overkill for smaller operations.
Can I customize either CRM to fit my industry?
Creatio CRM is highly customizable, allowing you to tailor it to specific industry needs. Copper CRM offers less customization, focusing on core sales and contact management features.
How important is Google Workspace integration?
If your team heavily uses Google Workspace, Copper CRM’s integration is a significant advantage. It streamlines workflows and keeps everything within the Google ecosystem, improving daily productivity.
Which CRM offers better reporting tools?
Creatio CRM provides more advanced 报道 and analytics. It allows in-depth analysis of sales performance and customer data, while Copper’s reporting is more basic.
What level of technical support do these CRMs offer?
Creatio CRM offers extensive technical support, while Copper CRM’s support is geared towards simpler implementations and troubleshooting.













