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Copper vs Wealthbox: Which is best for you?
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Features
- It's integrations with Google workspace streamlines every aspect of the sales process and has even streamlined our servicing and policy renewal process.
- This can be frustrating for users who need comprehensive reporting capabilities, as it restricts the ability to analyze and gain insights from all available data.
- There are variety of applications within the software which improve its functionality including "click-to-call," Contact and Note tagging, and an easy social-media like referencing feature (@clientname).
- Printing a selection is not as easy as it should be.
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in the comparison
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Recommendations
