| Functionality | 6 <p>Copper only offers core functionality you need to manage customer relationships, with a standout feature being its seamless integration with Google Workspace and flexible pipelines. You can automate workflows and create website forms to capture leads. However, features like email sequencing and custom reports are only available in the most expensive tier. Natively, you're unable to call customers, directly add contacts from LinkedIn and set up a lead scoring system.</p> | 4 <p>On paper, Monday offers most of the functionality SMBs will need, including contact and pipeline management, email sequencing, and basic reporting and automation. However, a lot of it seems half-baked e.g. adding multiple pipelines, tracking engagement rates of emails in sequences, or filtering contacts by interaction are either impossible, or only achievable via hacky workarounds.</p> |
| Ease of Use | 5 <p>Using Copper can be a mixed experience. It's easy to view tasks, past interactions, and add contacts directly from Gmail or Google Calendar. However, some workflows are less intuitive. For instance, enrolling contacts in an email sequence requires some digging, and the workflow automation module feels cluttered. Oddly, email campaign analytics are tucked away in the "settings" page.</p> | 4 <p>As an offshoot of Monday's Project Management tool, many things require workarounds, which is cumbersome and frustrating. Associating leads with contacts requires adding a “mirror column", moving leads into customers requires "data mapping". The terminology is also confusing, contacts are called "items".</p> |
| Look and feel | 7 <p>We find Copper's interface to be visually acceptable. Most views are quite plain and compact, but can be delightful at times (e.g. a "zen" image when you've cleared all your tasks!) It also has fast page load times (1-2 seconds).</p> | 6 <p>The platform is visually acceptable, though the emphasis on bright, engaging colours and customisable icons can make some pages seem cluttered and busy at times. Page loads also aren't the best (2-3 seconds).</p> |
| Customisability | 6 <p>Copper tries to offer flexibility in adapting pipelines for both sales and non-sales use cases, such as creating "project" pipelines for managing client projects. However, it lacks the ability to add custom objects, limiting its usefulness for tracking items beyond people and companies, like "candidate" cards for a recruitment pipeline (which is possible in all-in-one CRMs such as Attio). Additionally, non-sales pipelines still include irrelevant sales-related fields, such as win probability and value.</p> | 5 <p>Although you can customise some parts of Monday, the inability to add multiple deals boards and sales pipeline is a major restriction on customisability. It's also lacking some intuitive filters to create useful custom views e.g. see contacts you've recently interacted with and contacted.</p> |
| Ease of Setup | 7 <p>Copper offers a free trial without need to speak to sales. Completing basic setup is simple, taking around 10 minutes to import contacts andset up pipelines. Fully setting up the platform is also straightforward, (e.g. downloading Copper's Chorme Extension and setting up automation) and can be largely done within 1-2 business days. </p> | 4 <p>Although Monday offers a self-serve free trial, we found the initial setup (takes >15 minutes) rather challenging during testing. Import was clunky - contacts import as simple text strings rather than structured data objects, requiring time-consuming fixes. Unlike standard CRMs, Monday lacks default relationships between deals and companies - these connections must be manually configured through workarounds. These structural limitations, combined with other quirks, make fully customisation a lengthy process.</p> |
| Customer Support | 8 <p>Copper provides in-app live chat with friendly, responsive human agents during US business hours, usually replying within minutes. They go above and beyond to assist and guide you through the product. The self-serve support is decent, but we noticed some broken links, likely due to rapid product updates.</p> | 7 <p>Monday offers live chat support within its platform. Although you have to chat with an AI chatbot, handoff to a human agent is extremely quick. We've found the support we've been given inconsistent - at times, agents give unhelpful advice and direct you to help centre articles, other times, agents are extremely helpful and go above and beyond with personalised loom videos.</p> |
| Integratability | 6 <p>Copper offers pre-built integrations with most relevant 3rd party products (though a smaller set compared to competitors) and an API that allows buyer to build own integrations where necessary. However, note that integrations are limited to more expensive Professional and Business plans.</p> | 8 <p>Monday offers 200+ pre-built integrations, however, these seem to be geared more towards its main offering - Monday Work Management. Although it integrates with most reasonably relevant software, it's missing some CRM-specific connections e.g. prospecting tools like Apollo and Surfe. It does offer an API for custom integrations.</p> |
| Ease of Migration | 8 <p><span style="color: rgb(9, 9, 11);">Close allows users to export key data via self-serve. Export of most other data are also available via API or on request.</span></p> | 5 <p>Basic information such as contacts, leads, deals can be exported into an Excel file. However, the restriction is that dashboards can only be exported as an PDF, though all other info can be exported via an API.</p> |
