Compare OroCRM vs Contactually vs Copper

OroCRM

CRM
 (9)

Copper

CRM
 (490)
More Information More Information More Information

Crozscore:

78%
what is this?
98%
35%
interest falling

Crozscore:

83%
what is this?
75%
46%
no significant changes

Crozscore:

95%
what is this?
98%
38%
interest rising
OroCRM screenshot view 2 more Contactually screenshot view 5 more Copper screenshot view 2 more

Software Description:

OroCRM is an open-source Customer Relationship Management (CRM) platform developed with ultimate flexibility to meet any business need. The solution offers robust customer management tools, powerful reporting & analytics, and a list of complementary third-party integrations. Customers can deploy the solution in either a SaaS/cloud environment or in an on-premise setup. Whether a business is a large multi-national entity or a mid-sized retailer, OroCRM is the best solution for leveraging customer data, building relationships, and increasing sales.

Software Description:

Contactually relieves users from the usual wasted time that comes from the preparation and execution of routine communication tasks.

It is able to import contacts from an existing account and allows users create categories for their contacts, merge accounts, use templates, or even automate actions such as follow-up emails. Members of a team can share contacts and take on specific roles while remaining well coordinated.

The benefits of using Contactually are made evident in the time saved and through more efficient communication.

Software Description:

Copper's customer relationship management system gives you everything you need from sales lead to close.

Copper helps users to create a repeatable sales process with a wide range of features including sales reports and analytics, visual pipeline management, multiple device usability, integration with most existing systems across accounting, HR, marketing, etc.

Features:

  • Dashboard
  • Calendar Management
  • Customer Management
  • Lead Management
  • Task Scheduling/Tracking
  • Multi-User
  • Third-Party Plugins/Add-Ons
  • Notifications
  • Email Integration
  • API
  • Data Export
  • Data Import
  • Forecasting
  • Contact Management
  • External Integrations

Features:

  • API
  • Contact Management
  • Contact Sharing
  • Data Export
  • Data Import
  • History/Version Control
  • Lead Management
  • Task Scheduling/Tracking

Features:

  • Contact Management
  • Contact Sharing
  • Lead Management
  • Project Management
  • Social-Media Integration
  • Email Integration
  • Forecasting

Summary:

  • 360-degree view of your customer.

  • Unmatched flexibility and customizability.

  • Marketing segmentation engine.

  • Account, Lead, Opportunity, Campaign, and Case Management.

  • Powerful reporting engine.

  • Flexible workflows.

Summary:

  • The Dashboard: Everything users need to do your daily outreach in one place, with recommended follow-ups, today’s calendar events, and any upcoming tasks.

  • Buckets: Buckets are easy system for contact management. They make it seamless to stay on top of the different kinds of contacts and relationships in user's network.

  • Scalemail: Perfect feature for contacting small groups who deserve more attention than a canned newsletter.

  • Programs: Allow users to set off a customized sequence of actions, from sending template-based follow-ups, to following on social networks or creating tasks.

  • Email Templates: Users are able to create templates for every possible scenario, using pre-set or custom tokens for personalization.

  • Pipelines: Enables users to simply create a Pipeline, identify the different stages, and start adding potential deals to it.

Summary:

  • Detailed sales reports and analytics.

  • Stay on top of leads across multiple devices.

  • Visualize your pipeline to predict what’s going to close and when.

  • Works across entire Google Apps portfolio.

  • Integrates with all your existing systems.

Open-Source

Free
Included in plan:
  • All Basic Features

Enterprise Edition

$295.00
5 user(s) / month
Included in plan:
  • Contact Us For More Information

Pricing:

  • Credit card required: N/A
  • Basic: $29 per month, annually, or 35$ per month monthly.
    Professional: $49 per month, or 59$ per month monthly.
    Enterprise: $99 per month, or 125$ per month monthly.
    All price plans include a free trial.

FAQs:

    Does this service offer guides, tutorials and or customer support?
  • Yes - we offer guides, online training, videos, and more. Check out our website for more resources.

FAQs:

    What platforms does this service support?
  • Web-based platform, with mobile apps for Android and iPhone-iPad.

  • Who are the main user groups of this service?
  • The software is suitable mainly for small and medium sized companies that want to stay in contact with their key contractors, collaborators and suppliers.

  • What is this service generally used for?
  • The main purpose of Contactually is to offer advanced communication management features.

  • Does this service integrate with any other apps?
  • Contactually integrates with SalesForce, Zapier, Mail Chimp, Linkedin, Gmail, Facebook, Twitter.

  • Does this service offer an API?
  • It offers an API.

  • Does this service offer guides, tutorials and or customer support?
  • Their support includes: webinars, FAQ section, email support, phone support, video tutorial.

FAQs:

    No FAQs associated with this application.

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Publisher:

Founded:
2011
Based in:
Washington
Employees:
11-50
Likes:
20.8k
Followers:

Publisher:

Founded:
2014
Based in:
San Francisco
Employees:
11-50
Likes:
2.58k
Followers:
1.9k

Other:

Who uses OroCRM
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
  • WinPhone
  • Blackberry
Languages:
English, Spanish, French, German
Regional Restrictions:
No restrictions.

Other:

Regional Restrictions:
No restrictions.

Other:

Regional Restrictions:
No restrictions.
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