| 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 |
- Projects
- Sales
- Team
- Clients
Don’t waste money on software that your team won’t use. Try UpStreamCloud free for 14-days and see why small businesses love us!
UpStreamCloud replaces 4-5 apps that all charge per user. No matter how many people work at your company, $39/month total is all you'll pay.
Start my free trialLooking for an alternative to Copper CRM?
Copper CRM offers a slick design, good automation features and strong integration with G Suite. However, it is an extremely expensive solution that lacks essential features that most modern CRMs offer by default.
UpStreamCloud is the all-in-one software you need to run your entire business. Manage your projects, timesheet, sales, team and clients in one place.
Simplify your work by replacing 3-4 business apps with UpStreamCloud. No matter how many people work at your company, $39 per month is all you'll pay.
Trusted by 2,500+ companies
Copper CRM does not allow private pipelines. Every pipeline in Copper CRM will be visible to all users in your CRM.
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.
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.
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!
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.
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?
All information, prices, and data correct as of April 2019. To report any incorrect or outdated information, please get in touch with us.