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CRM Pricing

UpStreamCloud Vs Copper CRM



Features
Plan Starter Professional
Users Unlimited Users 10 Users
Price $39 /Month $490 /Month
Chat & Email support
Pipeline Management
Customization
Contact Management
Smart Email BCC
Task Management
Dashboard & Reports
G Suite Integration
Mailchimp Integration
Zapier
Workflow Automation Coming Soon!
Native Gmail Add-on
Granular Permissions
QuickBooks Integration
XERO Integration
Lead Capture Forms
Multi Currency
Goal Tracking
Project Management
Client Collaboration
Time Tracking
Employee Leave Management HRM
Team Noticeboard HRM
Automatic Check-ins HRM

Copper CRM does not allow private pipelines. Every pipeline in Copper CRM will be visible to all users in your CRM.

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Pipeline Privacy

You can create multiple pipelines in UpStreamCloud CRM for different use-cases like: territory, product line, business development, etc. You also have the option of creating “private” pipelines to restrict user access to confidential data.
A private pipeline is invisible to Users who do not have permission to access it.


Copper CRM does not offer "multi currency" feature in their professional plan. You have to upgrade to their business plan that costs $119 /User to use multi currency.

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Multi Currency

International companies with global offices and markets conduct business in a combination of different currencies. UpStreamCloud CRM offers multi-currency support to view deals and report on business transactions in multiple currencies and calculates exchange rates for you.


Copper CRM does not offer project management feature.

Copper CRM Alternative

Project Management & Collaboration

Working with other people? Struggling to keep everyone on the same page?
UpStreamCloud Projects is all you need to organize work & teams, communicate company-wide, and make sure absolutely nothing slips through the cracks.
You have the option to start a project as soon as a deal is won … right from the deal detail page!


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HR App

ISTAR INTERNET TECH DEVELOPMENT INCludes a simple, intuitive HR application focusing on people, not paper. Increase productivity, automate processes and avoid human error. Features include:

  • Employee leave management
  • Automatic check-ins
  • Employee directory

Copper CRM does not offer integration with popular accounting apps like QuickBooks or XERO.

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Manage Estimates, Invoices & Payments [QuickBooks or XERO]

UpStreamCloud offers seamless integration with the largest accounting platforms worldwide: QuickBooks and XERO.
Easily generate and manage estimates, invoices & payment from within UpStreamCloud. Also sync your contacts in QuickBooks (or XERO) with UpStreamCloud.


Key factors to consider when choosing a CRM

1

Business goals


A CRM is not a ‘one-size-fits-all’ solution. One of the biggest reasons for CRM adoption failing is neglecting to clearly define the business objectives for the CRM. You need to make sure the CRM you chose fits with your business goals and ambitions.

2

Ease of use


The effectiveness of your CRM to reach business goals is directly proportional to its usability. It needs to make the life of your sales team, easier not harder. Choose a tool that can be easily customized to your business needs.

3

Integrations


CRM systems that don’t offer the ability to connect to other parts of your business (lead generation, lead nurturing, accounting applications) are not serving your company in a way that maximizes revenue. Think of your CRM as the glue, that keeps all your business process working seamlessly together.

4

Budget


Be sure you have 100% clarity on what you are getting for the price you pay. Many solutions offer basic functionality at a free or low price point only to ramp up the cost for reporting or advanced usability later in the funnel.

5

Support


A good CRM will have a great customer support team to help your sales team use the application to make more sales. Look to see if the CRM offers support in your time zone. Is it just via email or online help ticket? Or do they offer live customer chat, webinars and phone support?


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All information, prices, and data correct as of April 2019. To report any incorrect or outdated information, please get in touch with us.