Picking a 客户关系管理 很艰难，对吗？
You’re looking at Copper 客户关系管理 vs Salesmate, and honestly, it isn’t very clear.
Imagine losing track of important emails or forgetting to follow up with a customer.
Good news! We’re breaking down Copper 客户关系管理 vs Salesmate in a way that makes sense.
让我们开始吧。
概述
“To give you a real sense of how these CRMs stack up.
We didn’t just read reviews—our team dove in, testing each platform for weeks.
We tracked leads, automated tasks, and explored every feature, noting what worked and what didn’t.
This hands-on approach is how we’ve arrived at this comparison.
想要一款能与你的 Google 应用无缝集成的 CRM 系统吗？体验更顺畅的工作流程！
定价： It has a free trial. The premium plan starts at $9/month.
主要特点：
- Google Workspace 集成
- 联系人管理
- 管道管理
什么是 Copper CRM？
Okay, so, Copper CRM? It’s all about playing nice with Google.
If your team lives in Google Workspace, this might be your pick.
It keeps your contacts, emails, and deals all in one spot.
Think of it as a super-organized Google contact list, but for sales.
此外，探索我们最喜欢的 铜 CRM 替代品…
我们的观点
别再每周浪费 10 个小时手动输入数据了！Copper CRM 软件可自动化您的销售流程，并与 Google Workspace 无缝集成。
主要优点
Copper CRM 的简洁性和集成性非常出色。它的优势如下：
- 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 初学者来说，Copper 也很容易导航。
- 可视化管道管理： 清晰了解您的销售流程并轻松跟踪交易。
- 自动数据输入： Copper 自动从电子邮件和其他交互中捕获联系信息，节省时间和精力。
定价
所有价格将按年计费。
- ,” “plano de projeto” ou “calendário de conteúdo”).：9 美元/座位/月。
- 基本的：23 美元/座位/月。
- 专业的：59 美元/席/月。
- É onde todos os seus projetos e tarefas são organizados.：99 美元/席/月。
Você pode ter mais de um espaço de trabalho.
缺点
Salesmate 是什么？
Salesmate is built for sales teams that need to move fast.
It packs in calling, texting, and 自动化.
Want to reach leads on the phone? Or send quick Es ist für eine persönliche Wissensdatenbank konzipiert. Ihre Notizen werden als einfache updates?
The salesperson handles it. Think of it as a sales powerhouse, right in your browser.
此外，探索我们最喜欢的 Salesmate 替代品…
我们的观点
告别销售混乱！Salesmate 客户关系管理 提供 15 天免费试用。体验非凡体验，达成更多交易。立即注册！
主要优点
- 内置呼叫： 直接在 Salesmate 内拨打和接听电话。
- 销售顺序： 通过个性化的电子邮件和短信自动进行外展。
- 管道管理： 可视化您的销售流程并找出瓶颈。
- 移动应用程序： 随时随地访问您的 CRM 数据。
定价
- 基本（$23/用户/月）： 联系人、公司、交易。
- 专业版（每位用户每月 39 美元）： 产品管理、目标管理。
- 商务（每位用户每月 63 美元）： 团队管理，自定义模块
Você pode ter mais de um espaço de trabalho.
缺点
功能比较
选择正确的 客户关系管理 software hinges on specific features.
Let’s break down nine key areas where Copper CRM and Salesmate differ, helping you see which platform aligns best with your team’s unique needs. This will help you streamline your work.
1. Google Workspace Integration
- Copper CRM: Offers seamless integration with Google that is truly native. It lives right inside your gmail inbox using a chrome extension, eliminating the need for manual Das bedeutet, dass Ihr entry of new contacts, emails, and meetings from google calendar and google drive.
- 销售伙伴 Provides good integration with gmail and google calendar, but it’s not as deeply embedded as copper’s integration. You can track sales activities and use some tools like email tracking from the gmail extension.
2. Workflow Automation
- Copper CRM: Provides good workflow automation starting at the professional plan or business tier to automate tasks, primarily for simple follow-up triggers and alerts related to sales activities.
- 销售伙伴 Excels with advanced capabilities in automation. You can build complex, multi-step sequences to send automated emails, update records, and automate tasks, making it a more robust sales crm solution.
3.销售渠道管理
- Copper CRM: Features an intuitive, visual sales pipeline where you can easily track deals. It allows you to create pipelines for different sales process types on higher tiers.
- 销售伙伴 Offers excellent pipeline management with the ability to create pipelines for various sales processes, including advanced features like lead scoring and tracking sales performance.
4. Communication Tools
- Copper CRM: Relies heavily on gmail and google for communication. There are limited features for built-in calling or texting, often requiring add ons or other tools.
- 销售伙伴 A major strength is its built-in calling and texting, which helps sales reps handle all sales activities from one sales crm platform. It even includes an email sequence feature.
5. Email Marketing & Campaigns
- Copper CRM: Offers basic bulk email features and email templates on higher tiers, but lacks comprehensive marketing tools or full campaign management.
- 销售伙伴 Provides a stronger set of marketing tools, including the ability to send bulk emails and run drip campaigns, which are crucial for lead nurturing and sales activities.
6. Contact and Data Management
- Copper CRM: Its strength is automatically capturing new contacts and logging sales activities thanks to its seamless integration with google. This minimizes manual data entry.
- 销售伙伴 Offers more granular contact management and higher levels of customization for contact fields, making it easy to manage new contacts and their associated companies.
7.报告和分析
- Copper CRM: Provides standard 报告 for sales performance and pipeline health, with more limited features on the starter plan. Advanced capabilities are on the top tier.
- 销售伙伴 Features more robust reporting and analytics and strong sales forecasting tools like customizable dashboards, empowering sales reps to make data-driven decisions.
8. Project Management
- Copper CRM: Includes integrated project management that ties directly to your CRM contacts and deals, useful for service delivery after a sales process concludes.
- 销售伙伴 Focuses more on the sales process itself and offers task management rather than full project management. For projects, you’d likely use one of their other tools integrations.
9. Pricing Structure
- Copper CRM Pricing: Starts higher than Salesmate for comparable features. Many useful advanced capabilities and integrations are locked into the more expensive professional plan or business tier.
- Salesmate CRM: Generally offers a more affordable entry point and includes powerful features like calling and texting even on lower tiers. It provides a great value for a 小型企业 sales crm.
What to Look For When Choosing a CRM?
- Do an extensive research and review several alternative options—don’t stop at the fourth crm. Look at at least six others before deciding.
- Check if the robust crm solution can truly help you build lasting customer relationships and manage your customers, clients, and prospects effectively.
- Prioritize ease of use; you want your entire sales team to be able to train users quickly and easily save time and boost productivity.
- A free trial today is a huge plus; you must get access and test the system with your data before you sign up to be paid monthly.
- Ensure the platform offers strong integration capabilities, especially with google apps and microsoft apps, for things like google calendar and google sheets.
- Look for strong marketing automation and website tracking features if that is a new lead source for your business.
- Verify the system’s 安全 features and check its ability to handle multiple pipelines for different sales process types.
- Ask about the cost of add ons and other apps because some other crm platforms hide essential features. You want to save money in the long run.
- Check if you can book meetings and schedule follow ups via an integrated meeting scheduler to avoid having to use numerous workarounds.
- The best customer relationship management solution should offer all the necessary apis so you are not limited to the provided tools like Salesmate’s platform.
- If you are a small business or a 房地产 company, make sure the system can be customized to your specific needs without offering numerous workarounds.
- Look for a system that helps you save time by automating repetitive tasks and is simple to use, so you don’t hear staff say they “absolutely love salesmate” but find it hard to integrate.
最终裁决
“Okay, so, here’s the deal.
If your team lives and breathes Google, Copper CRM is a strong choice.
However, for most sales teams, we lean towards Salesmate.
It’s got more powerful features like built-in calling and robust automation.
Plus, it’s often more budget-friendly.
While HubSpot is a big name, Salesmate and Copper offer focused tools for specific needs.
We tested these platforms, so we know what works.
Choose what fits you.
更多 Copper CRM
以下是 Copper CRM 与这些软件解决方案的简要比较：
- Copper CRM 与 Pipedrive 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销售渠道管理。
- Copper 与 GoHighLevel 对比Copper 最适合使用 Google 的团队。它使用简单，并且内置于 Gmail 中。GoHighLevel 是一款更强大的工具，可以满足营销代理的需求。它拥有更强大的自动化功能，可以管理多个客户。
- Copper CRM 与 Keap: Copper CRM 提供无缝的 Google 集成以简化 CRM，而 Keap 提供具有广泛功能的强大销售和营销自动化。
- Copper CRM 与 ActiveCampaign 对比: Copper CRM 提供直观的 Google Workspace 集成来管理客户互动，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: Copper CRM 优先考虑深度 Google Workspace 集成和易用性，而 HubSpot 则提供全面的营销、销售和服务工具套件。
- Copper CRM 与 Clickfunnels 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，旨在产生潜在客户并实现销售自动化。
- Copper CRM 与 Folk 对比: Copper CRM 与 Google Workspace 紧密集成，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定制。
- Copper CRM 与 Instantly: Copper CRM 通过与 Google Workspace 集成提供完整的 CRM 体验，而 Instantly 主要是用于冷电子邮件活动的电子邮件推广工具。
- Copper CRM 与 ClickUp 对比: Copper CRM 是一款与 Google Workspace 紧密集成的专业 CRM，而 ClickUp 是一款多功能工作管理平台，包含 CRM 功能等。
- Copper CRM 与 Monday CRM 对比: Copper CRM 提供简单的、以 Google 为中心的 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。
- 铜 CRM 与胶囊 CRM: Copper CRM 提供深度 Google Workspace 集成和强大的销售渠道功能，而 Capsule CRM 是一款更简单的联系人管理器，专注于基本的销售跟踪。
- Copper CRM 与 Insightly: Copper CRM 专注于 Google Workspace 集成和直观的销售渠道，而 Insightly 提供具有项目管理和高级工作流自动化功能的更广泛的 CRM。
- Copper CRM 与 Freshsales CRM 对比: 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 提供与 Google Workspace 紧密集成的用户友好型解决方案。同时，Salesforce 是一款高度可定制、功能丰富的企业级 CRM。
更多 Salesmate 信息
以下是 Salesmate 与这些软件解决方案的简要比较：
- Salesmate 与 Pipedrive 对比: Salesmate 提供直观的销售渠道管理并具有内置呼叫功能，而 Pipedrive 则在视觉渠道清晰度方面表现出色，并可轻松推进交易。
- Salesmate 与 GoHighLevel 对比Salesmate 以易用性著称。它帮助销售团队完成交易和与客户沟通。GoHighLevel 是一款功能更强大的工具，主要面向营销代理业务。
- Salesmate 与 Keap 对比: Salesmate 提供用户友好的界面和可定制的交易渠道，用于可视化跟踪，而 Keap 则通过强大的销售漏斗功能提供强大的销售和营销自动化。
- Salesmate 与 ActiveCampaign 对比: Salesmate 在其 CRM 中优先考虑销售渠道和交易跟踪；ActiveCampaign 集成销售和营销自动化，提供全面的客户视图，并在电子邮件营销方面表现出色。
- Salesmate 与 Hubspot: Salesmate 提供透明、价格合理的 CRM 以及强大的销售自动化功能；HubSpot 是一款集营销、销售和服务于一体的综合套件，具有分级定价和更广泛的功能。
- Salesmate 与 Clickfunnels 对比: Salesmate 是一款用于管理销售和客户关系的 CRM；ClickFunnels 是一款用于构建高转化率销售渠道和登陆页面的专用工具。
- 销售员 vs. 普通人: Salesmate 是一款功能齐全的 CRM 系统，面向销售团队，拥有强大的销售漏斗管理和自动化功能。Folk 是一款更简单的联系人管理工具，专注于组织和协作。
- Salesmate 与 Instant: Salesmate 提供全面的销售 CRM，具有渠道管理和多渠道推广功能；Instantly 专注于规模化冷电子邮件推广和潜在客户生成。
- Salesmate 与 Clickup 对比: Salesmate 是一款专用于渠道管理和交易跟踪的销售 CRM；ClickUp 是一款集项目管理、任务跟踪和 CRM 功能于一体的生产力平台。
- Salesmate 与 Monday CRM 对比: Salesmate 是一款专注于销售的 CRM，具有内置电子邮件营销和强大的交易管理功能；Monday CRM 提供高度可定制的可视化工作流程和广泛的工作操作系统功能。
- Salesmate 与 Capsule CRM: Salesmate 是一款具有销售自动化和详细报告功能的综合解决方案；Capsule CRM 是一款更简单、用户友好的联系人管理工具，通常更基础。
- Salesmate 与 Insightly: Salesmate 提供主要用于销售活动的用户友好型 CRM；Insightly 提供具有集成项目管理功能的更强大的 CRM。
- Salesmate 与 Freshsales CRM 对比: Salesmate 提供详细的实时报告和广泛的工作流程定制；Freshsales CRM 提供直观的界面，具有 AI 辅助和更广泛的自动化功能。
- Salesmate 与 Salesforce 对比: Salesmate 是一款用户友好的 CRM，非常适合中小型企业，提供直接的销售管理；Salesforce 是一款高度可定制、可扩展的企业级 CRM，具有丰富的功能集。
常见问题
Which CRM is easier to integrate with my existing tools?
Copper CRM excels at seamless integration with Google Workspace. Salesmate offers wider third-party integrations, but Google integration is less deep. Both integrate with popular sales and marketing apps.
Which CRM is better for tracking sales activities?
Salesmate provides robust tracking for sales activities, including built-in calling and texting. Copper focuses on tracking deals and customer interactions within the Google ecosystem.
Does either CRM offer mobile accessibility?
Yes, both Copper CRM and Salesmate offer mobile apps that allow teams to manage customer data and track sales activities on the go. Salesmate’s mobile app is known for its strong sales functionality.
Are there any free trials available for these CRMs?
Yes, both Copper CRM and Salesmate offer free trial periods. This allows you to test the platforms and see which one better suits your needs and workflow.
Which CRM provides better tools for automation?
Salesmate provides more powerful tools like workflow automation. Copper offers basic automation, but Salesmate is more robust. Salesmate’s automation can handle complex sales sequences and triggers.
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