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Boss Insights VS Copper

Compare Boss Insights VS Copper and see what are their differences

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Boss Insights logo Boss Insights

Providing Business Lenders Their Clients' Financial Data...In Minutes

Copper logo Copper

Copper (formerly ProsperWorks) is easy-to-use customer relationship management for small businesses. Capture contacts and sales leads direct from Gmail with our simple CRM.
  • Boss Insights Landing page
    Landing page //
    2022-04-06

Boss Insights is an award winning leader in open banking, linking fintechs and financial institutions to their small and medium-sized business clients’ financial accounting, commerce, banking, payroll and tax data in minutes. In addition to data from the likes of QuickBooks, Xero, Stripe, Square, Shopify, Amazon and more, Boss Insights provides portals to originate, decision and service fintechs and financial institutions. In an industry that needs speed and access to real-time data, Boss Insights empowers fintechs, private lenders and financial institutions to serve their business customers.

Boss Insights has earned media coverage by American Banker, Forbes, Bank Innovation, Open Finance World and The Financial Brand. Boss Insights has won multiple awards including: Money 2020 Rise Up, CB Insights’ Top 35 Future in Fintech, Corporate LiveWire’s 2021 Lending Technologist Of The Year, Open Banking Excellence’s 2020 SME Award, 2020 Women In Payments’ Unicorn Challenge, Corporate Vision’s Most Innovative Leader In Lending Technology & Canadian Lenders Association’s 2019 Executive Leader In Lending.

  • Copper Landing page
    Landing page //
    2023-05-09

Boss Insights videos

+ Add

FinovateFall 2019 / Boss Insights

More videos:

  • Review - World Boss Insights
  • Demo - About Boss Insights

Copper videos

+ Add

How it Works - Copper (formerly ProsperWorks) Crm for Google

More videos:

  • Demo - Extended Copper (Formerly ProsperWorks) Web Demo
  • Review - prosperworks crm user review contact not in project is it a bug or feature?
  • Review - Equipment Review: The Best Copper Skillets
  • Review - Are Copper Peptides Worth the Hype? | Doctorly Reviews
  • Review - Mountain Review: Copper, Colorado

Category Popularity

0-100% (relative to Boss Insights and Copper)

Boss Insights

Copper

AI
100 100%
AI
0% 0
CRM
0 0%
CRM
100% 100
Accounting
100 100%
Accounting
0% 0
Sales
0 0%
Sales
100% 100

User comments

Share your experience with using Boss Insights and Copper. For example, how are they different and which one is better?
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Reviews

These are some of the external sources and on-site user reviews we've used to compare Boss Insights and Copper

Boss Insights Reviews

We have no reviews of Boss Insights yet.
Be the first one to post

Copper Reviews

Top 9 Best Copper CRM Alternatives for Businesses in 2023
Are you looking for a CRM system that is similar to Copper CRM but offers more features? There are a number of great CRM systems available that have a lot of the same features as Copper CRM. In this blog post, we’ll take a look at some of the best Copper CRM alternatives. Keep reading to learn more!
Source: magenest.com
Top 21 Salesforce’s Competitors and Alternatives
In Feb 2021, Copper CRM acquired Sherlock. This engagement analytics platform visualizes the entire customer journey and provides information about their intent, engagement, and product usage. With Sherlock, Copper CRM can entice sales teams from Salesforce. [25]
Source: bstrategyhub.com
14 Best Copper CRM Alternatives to Use in 2022
The 14 best Copper alternative solutions mentioned in this CRM comparison for small businesses offer the same or better functionality than Copper CRM. Unlike Copper, these tools not only integrate with G Suite but a variety of other software, providing you the room to work with the tools you like.
Source: www.bigcontacts.com
9 Cheap Salesforce Alternatives that Make CRM as Simple as Amazon.com
Great article Michael! One addition which would be perfect for this list would be ProsperWorks (https://www.prosperworks.com/), a simple CRM for Google Apps. ProsperWorks, seamlessly integrates with Gmail and is highly recommended for small businesses as it is very simple and easy to use with almost zero data entry. Would love to hear what you think!
Source: blog.capterra.com

Social recommendations and mentions

Based on our record, Copper seems to be more popular. It has been mentiond 1 time since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.

Boss Insights mentions (0)

We have not tracked any mentions of Boss Insights yet. Tracking of Boss Insights recommendations started around Mar 2021.

Copper mentions (1)

  • Is there anyone taking on Salesforce and Hubspot?
    I've seen Copper CRM work quite well for contractors (assuming that your team is using or open to using Google Workspace - if you're not using Google Workspace, I'd probably ask why not? But then recommend you to use Pipedrive if you're not willing to switch to Google Workspace). Source: over 1 year ago

What are some alternatives?

When comparing Boss Insights and Copper, you can also consider the following products

Codat - Codat works with lenders, banks, insurers and software providers to provide integrations with the accounting and other financial softwares.

Zoho CRM - Omnichannel CRM for Businesses of all sizes

Unycom IPMS - Unycom IPMS is a software solution for IP management with a set of web-based applications that supports in surcharging & optimizing IP managment process.

Pipedrive - Sales pipeline software that gets you organized. Helps you focus on the right deals, so easy to use that salespeople just love it. Great for small teams.

Validis - Validis is a web-based service which detects anomalies in accounting data.

Freshsales CRM - A full-fledged CRM for high-velocity sales teams.

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