| 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>Odoo claims to offer rich functionality through its numerous modules, but they often aren’t well integrated. For instance, email sequencing is available, but CRM contacts don’t sync properly. Many features feel incomplete, like the shared database for companies and contacts.</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> | 2 <p>This is one of the most confusing CRMs we’ve tried. Syncing Google Calendar requires setting up a Google console API. Filters are hidden behind an unmarked chevron in the search bar. Adding multiple sales pipelines demands creating a sales team first. Many actions require figuring out which module to use, and even adding a custom field needs a separate module. It’s a frustrating experience.</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> | 2 <p>The layout is uninspiring, with no color-coding, making it overwhelming. Pages often lag when loading.</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> | 6 <p>Odoo is open-source, allowing full customization if you have technical skills. However, as a ready-made solution, customization is limited. Creating custom fields, reports, and automations requires the “Odoo Studio” module.</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> | 3 <p>Although Odoo offers a self-serve free trial, we found the initial setup extremely challenging (taking >15 minutes). Basic integrations like Google Calendar require complex API configuration in Google Console. Contact import proved more complicated than typical platforms - field mapping involves searching through thousands of options in dropdowns, a consequence of Odoo's hundreds of app/s modules. For the same reason, full customisation of the platform will likely be a lengthy process, typically requiring assistance from Odoo specialist support team.</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> | 2 <p>We found Odoo’s support lacking. The help center is overwhelming, with articles on all modules but lacking detail. Support is only available through a request form, which is inefficient.</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> | 4 <p>While Odoo offers some pre-built integrations with software like LinkedIn and Google/Outlook Calendar, many are incomplete. Connecting Google Calendar requires enabling APIs in Google Console, which is cumbersome. Odoo lacks key integrations with tools like Slack and JIRA, though it offers 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> | 8 <p>Users can export some key info (contacts, pipeline) and reports via CSV. Other info can also be exported via its API.</p> |
