Copper CRM (Formerly ProsperWorks) vs REI Automated CRM Comparison

95% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Copper CRM (Formerly ProsperWorks)

CRM Software

4.7 36 user ratings

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75% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

REI Automated CRM

CRM Software

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Overview

Description	Copper (Formerly ProsperWorks CRM) is not just another CRM platform; it's a powerful tool designed specifically for businesses that leverage Google Workspace. Copper seamlessly organizes all the communications—emails, calls, files, and notes—for every contact, providing a comprehensive overview of the entire relationship history with each client or lead. This means no detail is too small, and every interaction is logged, offering insights that are crucial for nurturing and maintaining strong relationships. With intuitive features like tagging, filtering, and sorting, one can easily segment the leads and customers based on any criteria of choice, allowing for targeted business development strategies and a more in-depth analysis of where the opportunities originate. Furthermore, Copper is designed to streamline the lead qualification process, ensuring that more prospects turn into paying customers. Real-time notifications keep you informed about when the contacts need engagement, while the ability to add custom tags and fields helps to personalize the approach for different groups, such as VIPs or high-potential leads. One of Copper's standout features is its email tracking capability, enabling one to know precisely when a significant lead or customer opens the message so one can follow up promptly. This interaction tracking and customization level ensure that Copper is not just a CRM but a comprehensive platform for facilitating and expanding your business relationships. Read more	REI Automated revolutionizes CRM management by removing tedious tasks, allowing users to focus on closing deals more consistently. This flexible, highly customizable platform adapts to every aspect of your CRM deployment, making it the ultimate tool for saving time and money. Designed to streamline lead engagement, acquisition processes, and follow-ups, REI Automated features a built-in phone system with crystal-clear call recording for seamless communication. Drip campaigns are easily managed through automated email, text, and ringless voicemail follow-ups, ensuring prospects and clients stay engaged. Additionally, users benefit from an extensive training library with video tutorials to help teams customize their experience and maximize efficiency. By providing precise KPI tracking, the system enables businesses to measure performance and accelerate growth effectively. REI Automated is the ideal solution for professionals seeking to simplify CRM management while fostering meaningful connections with prospects and clients. Read more
Pricing Options	Free Trial Available Starts at $9.0.	Free Trial Not Available Offers Custom plan.
SW Score & Breakdown	95% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more 99% Reviews 83% Momentum 66% Popularity 80%	75% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more 73% Reviews 60% Momentum 63% Popularity 63%
SaaSworthy Awards	# 12 Highly Rated # 13 Fastest Growing	Not Available

Features

Total Features	26 Features	8 Features
Common Features for All	Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc. Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc. Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services Dedicated Phone Line Integration Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking Document Management Ability to store and manage various information and documents in electronic format. Lead Management A systemized and organized way of managing all your leads and their conversation. Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response. List Management Enables management of multiple lists and communications with them Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle. Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product. Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks. Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms Referral Tracking Track and manage your referred customers. Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress. Sales Force Automation Streamlined management of the sales cycle from lead to close Territory Management Helps to assign, manage sales territories and conveniently track their progress + 18 More - Show Less	Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc. Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc. Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services Dedicated Phone Line Integration Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking Document Management Ability to store and manage various information and documents in electronic format. Lead Management A systemized and organized way of managing all your leads and their conversation. Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response. List Management Enables management of multiple lists and communications with them Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle. Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product. Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks. Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms Referral Tracking Track and manage your referred customers. Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress. Sales Force Automation Streamlined management of the sales cycle from lead to close Territory Management Helps to assign, manage sales territories and conveniently track their progress + 3 More - Show Less
Unique Features	Advanced Automation Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency. Customization Helps to customize the system for use in industry-specific use cases IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media. Predictive Analytics Advanced analytics for predicting customer behavior and sales opportunities	Advanced Automation Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency. Customization Helps to customize the system for use in industry-specific use cases IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media. Predictive Analytics Advanced analytics for predicting customer behavior and sales opportunities

Technical Details

Organization Types Supported	Individuals Freelancers Large Enterprises Medium Business Small Business	Individuals Freelancers Large Enterprises Medium Business Small Business
Platforms Supported	SaaS/Web/Cloud Mobile - Android Mobile - iOS	SaaS/Web/Cloud Mobile - Android Mobile - iOS
Modes of Support	24/7 (Live rep) Online	24/7 (Live rep) Online
API Support	Available	NA

Reviews & Ratings

User Rating	4.7/5 36 user ratings	Not Available
Rating Distribution	Excellent 75% Very Good 22.2% Average 2.8% Poor 0% Terrible 0%	Not Available
User Sentiments	Seamless G-Suite Integration, User-Friendly Interface, Effective Lead and Opportunity Management, Customizable Fields and Pipelines Limited Reporting Functionality, Occasional Software Glitches, Limited Third-Party Integrations, Inaccurate Email Open Tracking	Not Available
Review Summary	Users generally have a positive experience with the product. Reviewers appreciate its user-friendly interface, ease of use, and customizable features. The software is praised for its ability to streamline sales processes, manage customer relationships, and track interactions. Users find it effective in improving productivity and collaboration within their teams. While some reviewers mention occasional technical glitches, the overall sentiment is that the product is a valuable tool for sales professionals and small businesses.	Not Available
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Pricing

Pricing Options	Free Trial Available Starts at $9.0.	Free Trial Not Available Offers Custom plan.
Pricing Plans Monthly Plans Annual Plans	Starter $9.00 $12.00 per month Basic $23.00 $29.00 per month Professional $59.00 $69.00 per month Business $99.00 $134.00 per month	Starter Custom Professional Custom Scaling Custom
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