The features such as reach out reminders, prompts and automation point to the CRM as being an excellent platform for those in sales.

It has helped me with a lot of benefits like being operating my own things in the software systems.

The customer service is AMAZING and overall we have converted so much more closed business as a result of effective lead and pipeline management within our company.

What we liked most is how seamlessly this works with GSuite.

It is so easy to keep track of follow up and clients. Super user friendly and easily integratable with other sies.

The integration with g-suite is the best part. Also, the simplicity of interface makes it a joy to use each day.

So easily integrated with gmail that w had to switch to ProsperWorks. Love how amazing the customer service is to help you get up and running in no time.

Great company with an excellent support team always available. Offer monthly training and update webinars as well.

No confirmations of cancellation in UI or emailed. No user viewable record of cancellation.

It's worth the value for the money. But as my business expanded I needed more features and integration that it did not offer.

Great platform to manage the leads an opportunity. Seamless experience as it integrates with gmail.

I love the Gmail and other Google Apps integrations. It makes it really easy for us, as we have team members in different locations.

I like the visibility that copper provides when onboarding new accounts. I specifically enjoy sorting through opportunities.

Copper is a solid CRM with lots of features to help handle your sales funnel from start to finish.

Copper is hands down the best. Easy to use, easy for the team to adopt but still very powerful under the hood.

If you accidentally delete records they cannot be recovered. Not good if you accidentally delete all your contacts and have not done a manual back up.

The ease of moving leads to opportunities and reporting.

Great product that makes it easy to sync with contacts, view all contact and prospect information, and stay on top of important tasks.

I like the ease of use and that is is compatible with my Google email, makes going between email and CRM seamless.

I was able to use the pipeline easily for tracking progress within deals and the managing the contacts was quite easy as well.

Really easy to use, and great customer service the very few times I needed anything.

I wish I had never signed up with them. I didn't feel the software was worth the renewal price, let alone getting charged an extra year after I'd already cancelled.

The product is extremely easy to use. It helped me to get everything organized which saved me time so I can focus on the most important thing.

Among my favourite features are the leaderboard to monitor team performance, revenue, goals, opportunities, dead-ends.

The drag and drop feature for opportunities works the best. Eg: Qualified lead to pricing sent etc.

The costumer support is great, they help a lot.

Overall, a very good CRM. It has all the functionality and tools I need to manage the sales process.

I also like everyone I have interacted with at Copper: knowledgeable, service-oriented, and genuinely nice people.

I was billed for 10 months after I thought I cancelled. When I tried to login after noticing the charges, I was unable to even after attempting to reset my password (No user exists).

Easy to set up and use, great UI. The tight integration with Gmail is really the killer feature for us.

User friendly - a tutorial and a few times using it and usage becomes smooth. We also love the support team.

I am quite happy with the Service. After all of the bugs got sorted out, it has been amazing to use especially for the day to day operations.

I like that it is easy to use, and I am able to find what I am looking for very quickly.

A database of a companies real time pricing, customer discounts, and any item a tech could need at the techs fingertips would be awesome.

I enjoy the ease of use and organization it lends itself to, by being paper free.

Overall, the software is great. Our customers love the ServiceLink feature and those that are signed up for the ServicePortal love it.

The software has good integration for back office use.

This easy to use online software allows for us to quote customers and track service progress easily between the office and on the field.

Gone are the days of the paper inspection forms that come back to us all dirty, torn and unorganized.

The seamless integration with Sage Intacct by leveraging the dimensions for great reporting and insight.

Quoting straight from our technicians completed job helps us make sure we are not dropping opportunities, which improves sales and improves service to our customers.

I am secure in knowing that customer service will always take care of my issues. I love the fact that training is available as well as a well-regulated wiki.

Sometimes the system has some lag time and trouble uploading some of the paperwork.

ServiceTrade has a great product that is intuitive to use. Since we subscribed 4 years ago they have continued to expand on the capabilities with updates to the software every 2-4 weeks.

We have been with Service Trade for about 8 months and are very happy with our investment at this point and we have just scratched the surface of what this system has to offer us.

Not much to say here but that it is not designed specifically for fire protection companies so we had to customize to our processes.

I am solving the problems of scheduling jobs for on time appointments. It was a nightmare before Service Trade.

I love it since day 1 i was super happy and excited this made everybody  job much easier.

There are a lot of companies out there trying to solve the same problems.

I love the fact that I can bill in less than 24 hour after job completion. This App also helps keep track of location of all techs, which helps cut cost for emergency service.

The ease and simplicity the program is to use both on the administrative side and the field side.

Asset management and reported deficiencies are fantastic for both customer service and generating future revenue.

Plus if the technician doesn’t know where to go it goes right to maps for directions. Like I said it’s a great app.

Does not always integrate 100% to QBO, failed invoices with no real explanation (maybe 1 in 20 occurrence).

US Dollar

Copper is an easy-to-use CRM for small and medium-sized businesses that need a better way to manage leads & grow customer relationships. If you don't have time for data entry, tedious admin tasks, or overly complex tools, Copper just might be for you.

Its seamless integration with Google Workspace automatically logs all your emails and other interactions to the right contact without you having to lift a finger. You can also see information from all your email threads, past interactions, and tasks... all in one place. Copper even reminds you to reach out to contacts and follow up on deals.

Ready to join 30,000+ businesses in over 110 countries around the world in building more valuable, longer-lasting relationships?

LongDescription

Commenting/Notes

Engagement Tracking

Content Delivery

Cataloging/Categorization

Forecasting

Status Tracking

Meeting Management

Internal Chat Integration

Presentation Tools

Lead Capture

Performance Management

Customizable Reports

Document Storage

Access Controls/Permissions

Activity Tracking

Data Synchronization

Sales Pipeline Management

Referral Tracking

Task Scheduling

Calendar/Reminder System

Project Management

Task Planning

Projections

Pipeline Management

Communication Management

Customer Database

Calendar Management

Goal Management

Customizable Fields

Collaboration Tools

Activity Management

Sales Trend Analysis

Client Tracking

Scheduling

Data Import/Export

Email Tracking

Customer Support

Lead Generation

Email Templates

Self Service Portal

Contact Management

Opportunity Management

Lead Management

Email Marketing

Mobile Access

Sales Reports

Sales Activity Management

Real Time Data

Performance Metrics

Routing

Territory Management

Channel Management

Shared Contacts

Proposal Management

Role-Based Permissions

Request Escalation

Social Media Integration

Lead Segmentation

Real Time Notifications

For AEC Industry

Workflow Management

Email Management

Source Tracking

Revenue Management

Event Triggered Actions

Activity Dashboard

Alerts/Notifications

Reporting & Statistics

Predictive Analytics

Segmentation

Data Visualization

Reminders

Customizable Templates

Calendar Sync

For Real Estate

For Sales Teams/Organizations

Lead Nurturing

Interaction Tracking

Dashboard

Goal Setting/Tracking

Reporting/Analytics

Contact Database

Monitoring

Lead Qualification

Appointment Management

Client Management

Quotes/Estimates

Drag & Drop

Pipeline Reports

Tagging

Project Planning

Task Progress Tracking

Third Party Integrations

Task Management

Campaign Management

Sales Forecasting

Document Management

Web browser (OS agnostic)

14-day free trial, no credit card required.

Basic: $23 per user per month (billed annually) or $29/user/month billed monthly. 

Professional: $59 per user per month (billed annually) or $69/user/month billed monthly. 

Business: $99 per user per month (billed annually) or $134/user/month billed monthly.

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

24/7 (Live Rep)

Chat

2-10

11-50

51-200

201-500

Copper

In Person

Live Online

Webinars

Documentation

Videos

ServiceTrade is the software platform for commercial HVAC, mechanical, and fire contractors that streamlines operations, optimizes field performance, and boosts sales and client retention. During a persistent skilled labor shortage, contractors use ServiceTrade to control the costly chaos of on-demand work and effectively deliver contract commitments. ServiceTrade streamlines service and project operations to reduce administrative costs, optimizes field performance to increase revenue per technician, and boosts sales and client retention to grow margins. Over 1,300 commercial contractors trust ServiceTrade’s 11+ years of experience to help them manage over 13 million assets and invoice over $7.5 billion in revenue annually.

Work Order Creation

Electronic Payments

Dispatch Management

Real-Time Monitoring

Contract/License Management

Electronic Signature

Recurring Appointments

Job Management

Geographic Maps

Mobile Signature Capture

Multi-Location

QuickBooks Integration

Technician Management

File Storage

Compliance Management

Historical Reporting

Client Portal

Preventive Maintenance

Real-Time Notifications

Service History

For HVAC Companies

Real-Time Updates

Automated Scheduling

For Commercial and/or Industrial Electrical Contractors

Work Order Management

Mobile App

Billing & Invoicing

Accounting Integration

Select : $89/month/technician paid annually. Office users free. 
Premium : $139/month/technician paid annually. Office users free. 
Enterprise : $189/month/technician paid annually. Office users free.

Copper vs ServiceTrade

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