Zoho CRM and Copper cater to mid-sized businesses but differ significantly in approach. Zoho CRM provides a comprehensive, highly customizable platform with a wide range of features suitable for diverse business processes and integrations within the Zoho ecosystem, potentially offering value through its breadth and free tier. Copper excels with its seamless integration into Google Workspace, offering simplicity and automation for teams heavily reliant on Google's tools, though concerns exist about its billing practices and customer service, similar to Zoho.
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Zoho CRM is a cloud-based customer relationship management tool designed for mid-sized to large businesses. It provides a central hub to manage contacts, sales pipelines, marketing campaigns, customer support, and more. It offers workflow automation, reporting and analytics, and integrates with many other business applications. Its focus on comprehensive features and integration makes it suitable for businesses seeking to streamline operations and improve customer interactions within a single system.
Copper is a CRM designed for small and medium businesses wanting streamlined customer relationship management. Its strength lies in its seamless integration with Google Workspace, automatically capturing communications and consolidating customer data within the familiar Google environment. This integration minimizes manual data entry and provides a centralized view of interactions, tasks, and files, making it easy for teams to collaborate and manage customer relationships effectively.
Summary
Main difference
The main difference lies in their integration focus and breadth of functionality. Copper is built around deep Google Workspace integration for simplicity and automation, while Zoho CRM offers a broader, more customizable feature set as part of the larger Zoho ecosystem, suitable for more complex or diverse needs.
Relative strengths of Zoho CRM (compared to Copper)
Offers greater customization: Zoho's Canvas Design Studio and overall structure allow for more tailoring of the interface and workflows compared to Copper's reported limitations.
Provides a broader range of native features: Zoho includes advanced features like journey orchestration, predictive sales, and extensive process management tools not explicitly listed for Copper.
Integrates with the wider Zoho ecosystem: Businesses using other Zoho applications (like Zoho Books, Desk, or Projects) benefit from seamless integration across the suite, potentially offering better value if using multiple Zoho tools.
Relative weaknesses of Zoho CRM (compared to Copper)
Lacks deep Google Workspace integration: Copper's primary strength is its native, automated integration with Gmail and Google Calendar, which Zoho cannot replicate to the same extent.
Has a steeper learning curve: Users report Zoho CRM is more complex and takes longer to learn compared to Copper's intuitive interface, especially for Google users.
Reportedly poor customer service: Both products suffer from negative customer service feedback, but it's a noted weakness compared to potential alternatives not being compared.
Zoho CRM is a comprehensive tool designed to help businesses manage customer relationships from end to end. We find it's particularly useful for companies looking to centralize sales, marketing, and support activities. While users appreciate its customization options and integration with other Zoho apps, some find the customer support and mobile app could be better. It aims to streamline workflows and provide insights through analytics, suitable for diverse business needs.
Copper really shines for small to medium businesses deeply embedded in the Google Workspace ecosystem. We find its main draw is how smoothly it pulls emails and contacts right into the CRM, saving teams a lot of manual work. Users often praise its simplicity and how intuitive it feels, especially for tracking leads within that Google environment. If your team lives in Gmail and Google Calendar, Copper aims to streamline your sales process without forcing you to leave that familiar space.
In our experience, Zoho CRM scales well, making it a solid choice for small businesses just starting out up to large enterprises.
While adaptable across many sectors, we see Zoho CRM frequently used by companies in the Software, IT, and Telecommunications industries.
In our experience, Copper is an excellent match for small to medium-sized businesses (up to 1000 employees) looking for a CRM.
We've observed Copper works particularly well for teams in Finance, Real Estate, Construction, Software, IT, and Telecommunications.
Zoho CRM and Copper features
Supported
Partially supported
Not supported
Type in the name of the feature or in your own words tell us what you need
Task management
10
sources
Partially supported
Zoho CRM offers basic task management features such as creating, tracking, and organizing tasks, but advanced project management requires integration with Zoho Projects.
Supported
Copper supports task management, including creation, organization, and tracking within projects.
Sales pipeline management
10
sources
Supported
Zoho CRM fully supports sales pipeline management, including customizable pipelines, deal tracking, and forecasting.
Supported
Copper supports customizable sales pipelines, deal tracking, and sales forecasting.
Contact management
10
sources
Supported
Zoho CRM offers robust contact management features, including storing contact details and communication history.
Supported
Copper supports contact management, including names, emails, phone numbers, and other details.
CRM integration
10
sources
Supported
Zoho CRM supports CRM integration for lead management, sales automation, and data synchronization.
Supported
Copper integrates with various tools for lead management, sales automation, and data synchronization.
Account management
10
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Supported
Zoho CRM supports account management, including the ability to manage accounts (companies), associated contacts, deals, and activities.
Supported
Copper fully supports managing companies with contacts, deals and activities.
Workflow Automation
10
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Supported
Zoho CRM supports workflow automation to automate sales workflows and tasks to reduce manual effort and improve efficiency.
Supported
Copper supports workflow automation to reduce manual tasks and enhance efficiency.
Browse all features
Qualities
Value and Pricing Transparency
-0.07
Neutral sentiment
No data
Customer Service
-0.16
Neutral sentiment
-0.33
Rather negative sentiment
Ease of Use
+0.58
Rather positive sentiment
+0.78
Strongly positive sentiment
Reliability and Performance
-0.03
Neutral sentiment
-0.2
Neutral sentiment
Ease of Implementation
-0.12
Neutral sentiment
+0.2
Neutral sentiment
Scalability
-0.5
Rather negative sentiment
+0.33
Rather positive sentiment
Zoho CRM and Copper Pricing
Local taxes (VAT, GST, etc.) will be charged in addition to the prices mentioned.
Plans
₹9600 per user/yearStandard
All the essentials:
* Mass emailSend mass emails & automate follow-up sequences.
* Custom modulesBuild custom data modules with unique layouts for each team.
* WorkflowsHelp your sales team focus on sales by automating their day-to-day activities with workflows.
* CadencesAutomate multichannel lead follow-up sequences.
* Sales forecastingSet your team on the path to long-term success with achievable goals and keep track of how your business performance compares to revenue goals.
* Lookup fieldsLink related modules through unique fields.
* CanvasBuild personalized CRM experiences for your employees based on the needs of the team and your industry.
* Office 365 integration
* Zoho Marketplace900+ easy plug-and-play third-party CRM extensions.
₹16800 per user/yearProfessional
Everything in Standard +
* BlueprintEffectively scale your sales process by building a step-by-step blueprint to guide your sales reps at every stage.
* CPQMatch products to customer requirements and streamline quote management with built-in price rules.
* SalesSignalsInteract with customers in real-time with activity notifications across the customer journey.
* Inventory managementManage all your invoices, sales and purchase orders, products, and vendors.
* WebhooksSend data to other applications based on certain event triggers.
* Assignment rulesAutomatically send incoming leads and opportunities directly to the appropriate sales reps.
* Validation rulesKeep your CRM data clean by curbing bad data with automatic validation.
* Kiosk StudioA no-code customization tool that helps you create custom screens and record actions, execute custom functions, and more.
* Google Ads integrationMeasure and improve the performance of your Google Ads with the CRM for Google Ads integration.
₹28800 per user/yearEnterprise
Everything in Professional +
* Zia — AI assistantDeep AI capabilities which include sales forecasting, churn prediction, anomaly detection, product recommendations, competitor alerts, and more.
* Territory managementAssign relevant leads, customers, and accounts to your sales reps based on factors like product line, geography, verticals, and more.
* Custom functionsBuild low-code workflows that automate your enterprise operations across all different apps in your tech stack.
* Journey orchestrationBuild, manage, and improve end-to-end customer journeys while delivering personalized experiences.
* Multi-user portalsMake collaboration with customers, partners, and vendors easier—use portals to grant access to relevant information in your CRM.
* Page layoutsStreamline data capture for different processes under different layouts in the same module.
* Client scriptsTrigger client-side custom events based on UI interactions.
* Approval processGet important records approved by the right people to ensure accountability.
* SandboxGive your developers the freedom to test every customization in a secure sandbox before applying them to your production account.
₹31200 per user/yearUltimate
Everything in Enterprise +
* Enhanced feature limits
* Extended AI capabilitiesUnlock deeper-level AI and machine learning capabilities for greater productivity and sales enablement.
* Advanced customizationBuild personalized and powerful customizations from a wide range of low-code and no-code tools.
* Data preparationMerge and segregate similar datasets into single tables for easier analysis and reporting.
* Augmented analyticsAuto-generate reports and dashboards, and categorize unorganized data sets into meaningful silos.
* Data storytellingCraft compelling stories with colorful infographics, AI report summarization, and portal sharing.
* Unified business insightsGet a 360-degree view of your business performance with deeper data visualization and intelligence.
* Advanced administrationHandle large volumes of data with higher-level data storage and easy data import, export, and backup options.
FreeFree Edition
With three free users and essentials like leads, documents and mobile apps, it’s a perfect fit for your home business.
Affordable pricing, especially for small to medium businesses.
Seamless Google Workspace integration.
Easy to use and intuitive interface.
Automated email syncing saves time.
Helpful for tracking leads and opportunities.
Users dislike
Duplication issues: Several users complain about duplicate data entries and leads.
Customer support is slow and unhelpful.
Steep learning curve and complex navigation.
Mobile app lacks functionality and feels like a stripped-down version.
Customer service is terrible and unresponsive.
Shady billing practices with unclear contract terms.
Limited customization, especially for reporting.
Not ideal for businesses that don’t use Google Workspace.
Zoho CRM and Copper Ratings
G2
4.1/5
(2511)
G2
4.5/5
(1135)
Glassdoor
3.7/5
(88)
Company health
Employee growth
22% increase in the last year
17% increase in the last year
Web traffic
5% increase in the last quarter
23% increase in the last quarter
Financing
No data
December 2018 - $102M
How effectively does each product minimize manual data entry for sales teams?
Zoho CRM aims to minimize manual data entry through its Sales Force Automation feature, which automates routine tasks and workflows, although some users report issues with data duplication which could necessitate manual cleanup. Copper is highly effective at minimizing manual data entry, particularly for businesses using Google Workspace, as its core strength is automatically capturing communications and consolidating customer data directly from Gmail and other Google tools, significantly reducing the need for sales teams to log interactions manually.
Which product offers better customization options for reporting and workflow automation?
Based on the provided information, Zoho CRM offers better customization options for reporting and workflow automation. Zoho CRM explicitly lists features like Sales Force Automation for optimizing workflows, Process Management for creating automated processes, and comprehensive Analytics for reporting. Users also highlight its high customizability. In contrast, while Copper offers workflow and reporting features, users specifically mention limited customization, particularly for reporting, as a point of dissatisfaction.
What are the advantages of Zoho CRM?
Zoho CRM offers a comprehensive suite of features covering sales force automation, process management, journey orchestration, and predictive sales capabilities, making it suitable for managing various aspects of customer relationships. It is noted for being highly customizable, allowing businesses to tailor the interface significantly using its Canvas Design Studio. Users also highlight its easy integration with other Zoho products, a clean user interface, and its affordability, particularly for small to medium businesses, including the availability of a free plan.
What are the disadvantages of Zoho CRM?
Based on user feedback and ratings, Zoho CRM has several disadvantages. Users report issues with duplicate data entries and find customer support to be slow and unhelpful. The platform is considered to have a steep learning curve and complex navigation, and its mobile app lacks full functionality. Additionally, it receives highly negative ratings for value and pricing transparency, reliability and performance, ease of implementation, and scalability, with an overall negative sentiment towards its pricing.
Michal has worked at startups for many years and writes about topics relating to software selection and IT
management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs
of any business and find solutions to its problems.
TT
Tymon Terlikiewicz
CTO at Gralio
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech
department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX,
HR, Payroll, Marketing automation and various developer tools.
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