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Copper VS Formitize

Compare Copper VS Formitize and see what are their differences

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  3. » Reviews
  4. » Alternatives

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.

Formitize logo Formitize

Formitize leads the world in smart forms and integrated business solutions. Mobile Forms, Webforms, CRM, Job Scheduling, Safety and so much more!
  • Copper Landing page
    Landing page //
    2023-05-09
  • Formitize Landing page
    Landing page //
    2022-10-06

Formitize leads the world in smart forms and integrated business solutions. With clients including government agencies, multinational corporations and small businesses across more than 200 industries globally, Formitize automates millions of processes and forms to powerfully improve the way businesses work.

This complete business platform comprises a number of modules including CRM Customer Database, Job Scheduling and Management, Task Management, Sales Pipeline, Asset Management, Safety, Document Management, Accounts, Online Proposals and a Compliance Register, streamlining workflow and productivity everyday.

Copper features and specs

  • Integration with Google Workspace
    Copper integrates seamlessly with Google Workspace, allowing users to manage CRM tasks directly within Gmail, Google Drive, Calendar, and other Google services. This native integration enhances productivity and reduces the need for switching between different applications.
  • User-friendly Interface
    The platform is designed with ease-of-use in mind, featuring an intuitive and straightforward user interface. This makes it accessible for users with varying levels of technical expertise.
  • Customization Options
    Copper provides a range of customization options, allowing users to tailor the CRM to their specific business processes and workflows. This flexibility can help businesses align the tool more closely with their unique needs.
  • Automated Workflow
    The CRM offers robust automation features, such as task automation, follow-up reminders, and automated data entry, which help save time and ensure that important activities are not missed.
  • Strong Customer Support
    Copper is known for its responsive customer support team, offering multiple channels for assistance including live chat, email, and phone support. This ensures users can quickly resolve any issues they encounter.

Possible disadvantages of Copper

  • Limited Advanced Features
    While Copper is powerful for basic CRM tasks, it lacks some of the advanced features found in more complex CRM systems, such as extensive analytics, advanced custom reporting, and intricate sales automation capabilities.
  • Cost
    Copper's pricing can be relatively high compared to other CRMs, especially for small businesses or startups with tight budgets. The costs can add up quickly, particularly when additional features or higher-tier plans are required.
  • Mobile App Limitations
    The mobile app, although functional, does not offer the same level of features and usability as the web version. Some users might find the mobile experience limiting for on-the-go CRM management.
  • Dependency on Google Workspace
    Since Copper is heavily integrated with Google Workspace, businesses not using Google services may find the CRM less attractive or useful. Additionally, any issues with Google services could impact CRM functionality.
  • Limited Third-Party Integrations
    Copper offers fewer third-party integrations compared to some other CRMs. This limitation can affect businesses that rely on a diverse set of tools and require their CRM to integrate with various software solutions.

Formitize features and specs

  • Task management
  • Forms
  • Field service management
  • Pipeline management
  • CRM
  • Document management
  • Reporting
  • Accounting Integration
  • Proposal Management
  • Asset Management
  • Compliance

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

Formitize videos

+ Add

Introduction to Formitize Pest Control Solution - 45 Minute Platform Overview

More videos:

  • Review - Formitize Form Builder Overview
  • Review - Formitize Webinar | 24 - 07 - 2018 | Jim's Group

Category Popularity

0-100% (relative to Copper and Formitize)

Copper

Formitize

CRM
100 100%
CRM
0% 0
Field Service Management
0 0%
Field Service Management
100% 100
Sales
100 100%
Sales
0% 0
BPM
0 0%
BPM
100% 100

User comments

Share your experience with using Copper and Formitize. 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 Copper and Formitize

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

Formitize Reviews

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

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.

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 2 years ago

Formitize mentions (0)

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

What are some alternatives?

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

Zoho CRM - Omnichannel CRM for Businesses of all sizes

ProntoForms - ProntoForms is a mobile business solutions application, converting paper forms onto any tablet or mobile device.

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.

ProcessMaker - ProcessMaker is an easy to use BPM and workflow software solution. It is used to design, automate, and deploy business processes of any kind.

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

Forms On Fire - Forms On Fire provides a complete, customizable mobile forms and workflow system that is reliable and secure, works offline or online.

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