


选择合适的 客户关系管理 is tough. You’ve Plenty of options, and two big names keep popping up: Copper 客户关系管理 vs Monday CRM.
You’re confused; which one will help your business grow?
Now, imagine choosing the wrong one. You waste time and money and maybe even lose customers.
好消息!我们正在分解 铜 客户关系管理 vs. Monday CRM 为你。
概述
We’ve been diving deep into Copper and Monday 客户关系管理, putting them through real-world business scenarios.
Our team tested everything from lead management to workflow 自动化, ensuring a practical, hands-on comparison.


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
什么是Monday CRM?
Let’s gear up for Monday 客户关系管理.
You can customize almost anything. It’s for team collaboration.
It’s a project management tool.
此外,还可以探索我们最喜欢的 周一客户关系管理替代方案…

我们的观点

Monday CRM 对于想要一款外观精美且易于使用的客户关系管理系统的企业来说是一个不错的选择。
主要优势
- 视觉效果出色的界面: 易于操作和理解。
- 灵活且可定制: 根据您的具体需求调整平台。
- 协作功能: 与团队无缝协作。
- 与热门应用集成: 连接您最喜爱的商务工具。
定价
- 自由的: 永久免费。
- 基本的:9美元/座位/月。
- 标准:12美元/座位/月。
- 专业版:19 美元/座位/月。
- 企业根据您的需求定制价格。

优点
缺点
Copper CRM是什么?
好的,我们来讨论一下Copper CRM。
It’s easy to integrate and is designed for Google Workspace users.
Copper CRM aims to streamline your sales process and has a clean, simple interface. It’s focused on relationship management.
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
Choosing a customer relationship management tool is a huge decision.
We’ve dug into the specific functionality of both platforms.
Here is a detailed comparison to help your sales reps 制作 正确的选择。
1. Deep Google Workspace Integration
- Copper CRM: This is Copper’s biggest strength. It was formerly G Suite CRM. It offers a native gmail extension and full copper’s integration with google calendar, google docs, and google drive. You can view, manage, and attach files from google products right inside your gmail 收件箱.
- 星期一客户关系管理: Monday can also integrate with gmail and google calendar. However, it relies on integration recipes. It doesn’t offer the same built-in, seamless feel as Copper.
2. Data Entry and Management
- Copper CRM: It significantly reduces manual 数据 entry. Copper automatically populates new contacts and leads by analyzing your Gmail and Google Calendar activity. This means the data you need is always current.
- 星期一客户关系管理: You must manually set up automations to capture new lead data. While it allows you to import all the data from Google Sheets and other crm platforms, it generally requires more setup to achieve zero-entry status.
3. 工作流自动化
- Copper CRM: Its workflow automation is geared toward sales processes. You can automate tasks like follow-ups and notifications based on deal stage changes, particularly useful for sales reps using the professional plan.
- 星期一客户关系管理: Monday’s workflow automation features are more general and far more extensive. It uses “recipes” to automate tasks across any department, offering advanced capabilities that go beyond just sales.
4. 项目管理工具
- Copper CRM: Copper offers some project management tools, but they are basic. The focus is purely on customer relationship management. It helps manage sales projects but lacks the depth of dedicated project management software.
- 星期一客户关系管理: Monday’s foundation is a work management OS. The CRM is built on top of this. This means you get robust project management platforms with gantt charts, task dependencies, and 时间跟踪 built right in.
5. 定制化和灵活性
- Copper CRM: Customization is limited features. You can adjust fields and create pipelines. However, its core structure is fixed around the Google ecosystem, which limits how much you can change the look and feel.
- 星期一客户关系管理: Monday’s platform offers incredible flexibility. You can use custom fields, creating boards, and custom dashboards to tailor the crm software precisely to your specific needs, even for software development or human resources teams.
6. Pricing Model and Tier Access
- Copper CRM: The copper crm pricing model is straightforward and per user. The lower tiers (starter plan) have limited features and contact counts. To get workflow automation and multiple pipelines, you need the business tier or professional plan.
- 星期一客户关系管理: Monday’s pricing structure is complex but offers a free version.15 The tiers are priced per user but often require a minimum number of seats. Monday’s pro plan gives you advanced features like time tracking and high-volume automation.
7. Sales Pipeline Management
- Copper CRM: Copper lets you create pipelines and easily track deal progress. The visual interface is incredibly intuitive and designed specifically for sales crm tracking. It offers lead scoring on higher tiers.
- 星期一客户关系管理: Monday uses customizable boards (kanban board, table, gantt chart view) to visualize deals. You can set up multiple pipelines. It offers strong reporting to help easily track the project progress of large deals.
8. Email Capabilities and Marketing Tools
- Copper CRM: It lets you send bulk emails and email templates from the Gmail extension. You can set up simple email sequence automations on the business tier. It integrates well with marketing tools like Mailchimp.
- 星期一客户关系管理: The advanced capabilities here include two-way email templates integration and the ability to send personalized automated emails. This makes it a great tool for engaging clients and new lead follow-up.
9. Mobile and Browser Access
- Copper CRM: Copper offers a strong mobile app and a dedicated Chrome extension. This lets sales reps access and update all the data about leads and companies from their Gmail or mobile device.
- 星期一客户关系管理: Monday also has excellent mobile access. The Chrome extension is useful, but due to its highly visual nature, some users find the mobile interface slightly less streamlined for pure contact management.
选择CRM软件时应注意哪些方面?
Choosing the right work management tools is critical.
Here are the key features to ensure a smooth switch and help your team members stay on the same page:
- 易用性: This is number one. Look for an intuitive platform’s feature set to avoid a steep learning curve for new users and smaller teams.
- 定价结构: Compare the basic plan or free plan against the paid plans and the enterprise plan. Check if the custom pricing is worth all the features you get. Is it paid monthly?
- 核心功能: Does it support all your work management needs? This includes managing projects, managing tasks, and viewing project timelines easily.
- 一体化: Can it connect with other tools and other CRMs using third-party integrations? This helps streamline processes across your 小型企业.
- 协作功能: Look for a conversation panel, file sharing, and collaboration tools to discuss work and streamline communication. Guest access is useful for clients.
- 支持与资源: Does the vendor offer video tutorials, a good knowledge base, and responsive customer support via community forum or premium support?
- 任务管理深度: Can you assign tasks directly? Does it include task management features needed by software teams, research team, or for event planning?
- 定制化: Can you use customizable templates and tailor the platform to your needs with just a few clicks?
- Data and Tracking: Does it have an activity log? Can you easily track actions on the site and manage your file storage and available storage space?
- 可扩展性: 该工具能否伴随您一同成长? 小型企业 from a handful of users to many team members without hitting unnecessary limits on date or storage space?
最终判决
那么,哪个更好呢?这取决于你的需求。
For Google-focused teams, Copper CRM is a smooth choice. Its ease of use is a big plus.
If you need powerful customization and project tools, Monday CRM is stronger.
It’s great for complex workflows. We’ve tested both. We understand the challenges.
You’ll find the best fit by focusing on your team’s workflow.
Copper is the best option for a simple, integrated Google experience. If you want a customizable workflow, Monday is the best option.
Consider your team’s tech comfort. If they live in Google, Copper’s a natural fit. If they crave flexibility,
Monday’s worth the learning curve. Ultimately, the best CRM is the one your team uses.


周一CRM的更多内容
以下是 Monday CRM 与这些软件解决方案的简要比较:
- 周一 CRM 与 Pipedrive 对比: Monday CRM 是一款功能全面的工作操作系统,拥有强大的项目和团队管理功能。Pipedrive 是一款以销售为中心的 CRM 系统,以其可视化的销售渠道管理和成交功能而闻名。
- 周一 vs GoHighLevelMonday 非常适合管理项目和团队任务,它能以可视化的方式帮助你追踪工作进度。GoHighLevel 则更像是一款集营销和销售于一体的综合工具。
- 周一 CRM 与 Keap: Monday CRM 提供高度可定制的可视化工作流程,用于团队协作和客户管理,而 Keap 则提供专为小型企业设计的强大的销售和营销自动化功能。
- 周一 CRM 与 ActiveCampaign: Monday CRM 专注于可视化协作和可定制的仪表板,用于项目和客户关系跟踪,而 ActiveCampaign 则擅长高级电子邮件营销自动化、细分和详细分析。
- 周一 CRM 与 Hubspot 对比: Monday CRM 提供了一个灵活的可视化平台来管理项目和客户数据,而 HubSpot 则提供了一套全面的营销、销售和客户服务工具。
- 周一 CRM 与 Clickfunnels 的对比: Monday CRM 是一款灵活的工作操作系统,具有强大的 CRM 功能;ClickFunnels 主要是一个销售漏斗构建器,用于创建着陆页和自动化销售转化流程。
- 周一 CRM 与民意调查: Monday CRM 为多元化团队提供高度可定制的可视化工作流程和协作;Folk 则专注于直观、协作的联系人管理和丰富功能,界面简洁易用。
- 周一 CRM 与 Instantly: Monday CRM 是一款灵活的工作操作系统,具备 CRM 功能,可用于可视化流程管理;Instantly 则专注于自动化。 冷邮件 拓展客户群体并大量开发潜在客户。
- 周一 CRM 与 ClickUp 对比: Monday CRM 优先考虑可视化和用户友好的项目和工作管理;ClickUp 是一个一体化生产力平台,提供任务管理、CRM 等多种功能。
- 周一 CRM 与 Capsule CRM 对比: Monday CRM 为工作流程和项目提供广泛的自定义功能,并集成了 CRM 功能;Capsule CRM 是一款更简单、更经济实惠的联系人管理软件,主要专注于销售跟踪。
- Monday CRM vs Insightly: Monday CRM 提供了一个高度可定制的平台,用于管理项目和客户关系,而 Insightly 则提供了一个更传统的 CRM,并集成了项目管理功能。
- Monday CRM 与 Freshsales CRM 对比: Monday CRM 是一款功能全面的工作操作系统,具备 CRM 功能,可进行自定义跟踪。同时,Freshsales CRM 是一款专用的销售 CRM,拥有人工智能驱动的线索管理和自动化功能。
- 周一 CRM 与 Salesforce: Monday CRM 提供了一个灵活、可视化且高度可定制的平台,以满足各种业务需求;Salesforce 是一款企业级 CRM,具有广泛而深入的功能,适用于复杂的销售和营销运营。
- 周一 CRM 与 Zendesk: Monday CRM 在可视化项目管理和团队协作方面表现出色,适用于销售和其他职能部门。与此同时,Zendesk 是一个专注于工单和支持的专业客户服务平台。
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
Does Copper CRM or Monday CRM offer a free trial?
Yes, both Copper CRM and Monday CRM provide a 免费试用. This allows you to test their features and determine which best suits your business needs before committing to a paid subscription.
哪款CRM系统更适合小型销售团队?
Copper CRM’s simplicity and seamless Google Workspace integration often provide a more streamlined experience for smaller sales teams. Monday CRM can work, but the learning curve might be steeper.
Can I integrate my email with both CRMs?
Yes, both CRMs allow email integration. Copper CRM is designed to integrate deeply with Google Workspace, while Monday CRM integrates with various email platforms via integrations or add-ons.
Is Monday CRM suitable for project management?
Absolutely. Monday CRM excels in project management. Its customizable boards, workflow tools, and CRM functionalities are ideal for managing complex projects.
Which CRM offers better analytics?
Monday CRM generally provides more robust analytics and reporting features. Its customizable dashboards and advanced reporting tools allow for deeper insights into sales performance.













