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.

Sometimes the emails get lost in spam or are hard to find so people can miss updates. I wish it has a desktop notifications.

Actually I do not have any complaints about the software, it has work greatly. Maybe the only problem would be that you need internet connection.

Trello has lend a great helping hand in organizing my projects and improves my productivity in then professional environment.

I found the software user friendly and I enjoyed the responsive design and easy to understand pricing system. I also liked the familiar Kanban board design.

I liked the ease of use, the interactivity, and the great features that it has, even in the free version.

While you can utilize board histories to access lost cards, I found that too often some of our cards were inadvertently deleted by users.

Everyone in the company can see what is going on and what they need to do, and no information is lost.

Fantastic on mobile which is a brilliant plus especially when on-the-go. Reasonably priced if you want to upgrade to the paid version.

The seamless integration of features. It's so easy to switch between boards, clearly see all projects, and the timeline of all upcoming deadlines thanks to the wonderful (and rare) calendar feature.

I am able to help my Clients keep track of the candidates I have recruited for them on a very user friendly platform and they are always pleased.

The cost to benefit of Trello is competitive, The way it helps boost efficiency and helps streamline communication is fantastic.

For a free option, it's fantastic and I highly recommend it for project management on a budget.

I want full functionally for free. I realize how ridiculous that is, but if pressed for a complaint, that's the worst I can come up with.

Very fun and playful feel to it. Love the backgrounds and the ease of dragging from one card to another.

I love the layout, it's the perfect project and task management program. I take advantage of their referral program so I am on the free plan.

I love being able to use this to organize my notes through my phone. Super user friendly and I love that too.

Second beatifull feature is butler that help to create quick button like complete etc. This is an awesome and very effective for team meeting update as anyone from them and update.

Availability of templates shared by community. The tool is so popular that you can get easily get the template if you don't want to start from the scratch.

I love how user friendly it is, super simple to understand and get around. I love that i5 helps organize my tasks.

I wish more of the aesthetic features were not restricted to those who pay a subscription. But that is a very minor complaint.

I did not find a serious con that made me dislike this product. The only negative side I can think of is that, given its structure, it may be hard to envision it as a calendar.

For such a helpful tool, it is pretty simple to navigate. The interface is clean and user friendly for instance there a templates included to help guide users who may not know where to start.

The title says it all, if you like to be organized then this is fantastic software. After using it for a long time I realized that I do NOT like to be organized.

Because the text was automatically all highlighted when clicking on the box, I have accidentally deleted texts from description boxes before and was unable to recover it.

What I like most about Trello is the ability to neatly lay out tasks and share those tasks with other users that have an interest in the progress or users that will also be working on the tasks.

Great YouTube community. I love that it integrates with Gmail.

I like the fact that it integrates with other tools we use, and this is amazing for me because I don't have to do a lot of manual work.

I love that each team member can be assigned tasks and the whole team can see where everyone is at with their specific tasks. I love the ease of collaboration.

Very good and easy to use tool with very good integration with a popular set of web-based apps.

Very good to keep track of task with team members. Love the way the app is very stable and has many useful functions.

I love the design and the usefulness of every single feature. It helps me organize all my tasks and projects and keeps me super productive.

Trello helps us share our construction schedule with our clients in a fun and visually appealing presentation.

This has been a lifesaver in helping to define our project management structure and strategy. It is really a top notch product with a top notch customer service team.

I love that there is so much free with Trello, I also like the flexibility to set trello up however you want to, it is very easy to use.

Overall I'm super satisfied to have come across a tool like this one as it's functions are perfect for my job.

I love that it is easy to use, colorful, shareable and free. And that I can integrate it with other tools, like Slack.

The software is really easy to use and has very good customer support. We really like it for our company as a great collaborative tool.

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

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

Trello is a visual collaboration tool for planning tasks and projects. While commonly used by agile software development teams, the solution is also used in other departments such as marketing, sales, support and HR. The web-based solution provides tools to define projects, their requirements and the workflow to ensure projects are completed in a planned sequential manner.


Trello offers a digital board to create, organize and prioritize actions. Administrators or managers can even define workflows, assign tasks to individuals or teams, set deadlines and monitor progress. Trello cards allow users to collaborate with each other. Users can add comments, add members, and attach documents to the tasks assigned to them.


Trello offers a professional package that includes the privacy and administrative settings required by large enterprises. Trello integrates with a number of online applications including JIRA Cloud, Bitbucket Cloud, Google Drive, GitHub and Slack.



File Management

Deadline Management

Milestone Tracking

Project Workflow

Employee Management

Messaging

Surveys & Feedback

Visual Workflow Management

Idea Management

Due Date Tracking

Time Tracking

Process Change Tracking

Activity/News Feed

Templates

Progress Tracking

Task Board View

$5.00 per user per month for Standard, $10 per user per month for Premium. Pricing starts at $17.50 per user per month (starting for 250 users, billed annually) for Enterprise.

Copper vs Trello

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