Average Ratings 3 Ratings

Total
ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

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Description

Copper is the easy-to-use CRM for small businesses that need to manage more prospects & grow customer relationships but don't have time for data entry, repetitive admin tasks, or complicated tools. Don't waste hours on typing things out. Copper integrates with Gmail and other Google Apps, so it logs all your emails and other interactions to the right contact for you. You can also see your sales and relationship essentials from email threads, to past interactions, to tasks... all in one place.

Description

A user-friendly Customer Success Management (CSM) tool designed for seamless integration into the existing tool ecosystem of small and medium-sized enterprises (SMEs). This tool currently offers integration with popular CRM systems such as HubSpot and ticketing platforms like Zendesk, allowing for the calculation of customer Health Scores derived from both ticketing and financial KPIs. Additionally, users can enhance its capabilities through various applications like Zapier and the Zendesk App. The flexibility to incorporate custom recommendations or utilize pre-existing suggestions further enriches the user experience. This adaptability ensures that SMEs can tailor the tool to meet their unique customer success needs effectively.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

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Integrations

HubSpot CRM
Zapier
Zendesk
Ambit
Asana
Docusign
Enerflo
Facebook
Fireflies.ai
Hugo
Integration.app
Interseller
MailerLite
Parabola
PartnerStack
Real Geeks
Replyify
Style Intelligence
Workona
Yay

Integrations

HubSpot CRM
Zapier
Zendesk
Ambit
Asana
Docusign
Enerflo
Facebook
Fireflies.ai
Hugo
Integration.app
Interseller
MailerLite
Parabola
PartnerStack
Real Geeks
Replyify
Style Intelligence
Workona
Yay

Pricing Details

$9 per user per month
Free Trial
Free Version

Pricing Details

$16.99/month/admin account
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Copper

Founded

2013

Country

United States

Website

www.copper.com

Vendor Details

Company Name

easy_CSM

Founded

2021

Country

Germany

Website

easycsm.de/en/

Product Features

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Customer Success

Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Health Score
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis

Inside Sales

Auto-Dialing
Call List Management
Call Recording
Campaign Management
Dashboard
Data Management
Lead Capture
Lead Distribution
Lead Scoring
Performance Management

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Product Features

Customer Success

Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Health Score
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis

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