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Copper vs Method CRM: Which is a better fit?

Updated on February 16th, 2025
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What's your intended use case?
Summary
Key features rated by users
Features selected based on 14,222 reviews from CRM users.
% Fit
Missing features
Feature ratings
Data Security
NA
Contact Management
4.4
Lead Management
4.1
Sales Pipeline Management
4.3
Reminders
3.9
% Fit
Missing features
Not enough reviews
Feature ratings
Data Security
NA
Contact Management
4.5
Lead Management
4.5
Sales Pipeline Management
3.9
Reminders
--
User satisfaction
4.4
User reviews616
Ease of use
4.5
Functionality
4.1
Value for money
4.1
Customer support
4.3
4.2
User reviews118
Ease of use
3.9
Functionality
4.1
Value for money
3.9
Customer support
4.1
Price starts from
/user
Monthly subscription
Free version
Free trial
/user
Monthly subscription
Free version
Free trial
Best for

For small and medium-sized businesses on Google Workspace looking for a CRM that automates repetitive tasks and integrates with the tools they already use, such as Gmail, Mailchimp, and Slack.

QuickBooks users, meet Method: the smarter way to manage leads, track sales, improve customer service, and automate tasks. Say goodbye to double data entry and hello to more time for what matters.

User reviews
pros & cons
1 / 4
View Reviews
1 / 4
View Reviews
Video reviews
video-b82105d2-87cb-40be-d4db-08da169745aa
Jo B
CEO
4.0

Jo B.: Hi, I'm Jo. I'm the CEO of a tech company. My rating for Copper is four out of five stars, and you can click below for more reviews. Before Copper, my company was actually using Freshdesk to manage its CRM, but we just didn't find that it was really so user friendly, and we wanted to see what else was on the market. And then we found Copper, and that integrates with Gmail. And that just absolutely was so much better than the system that we were using before. The main reason we chose Copper was the seamless Gmail integration. It really just means that there's so much less admin, and there's a real certainty for the team that everything has been updated. So, that for us was the major ticket item. We also really liked the user interface. We find it very intuitive. When we did the testing, very quickly the whole team was able to understand the system and navigate around it. So, that was also a big plus for us. Because we're a tech company, we also wanted to integrate Copper into our own software and how our clients were logging in. And so we were able to link with Zapier, and the fact that we could set that up in a really smooth way was also very important for us. Our team found getting started with Copper really, really simple. We just exported all of our contacts and all of the data that we had in our previous CRM, put it into the Copper templates, and uploaded it all. So, we were up and running within an hour or so. It was also great because our team didn't need any training. They found the system very intuitive, and before long, we had people setting up templates, creating custom fields, and we'd really customized the whole system to fit exactly for our business. If someone was looking for a CRM and they were considering Copper, I would definitely say you should give it a go. I think the way that it can integrate with other tools, for us with the G suite and with Gmail, but also the fact that we've managed to integrate it with our software as a service subscription system and our own app has really made it just completely essential in our company. And I would highly recommend giving it a go, and checking out how easy it is to use as a user tool.

How Capterra sources reviews
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video-0fa5ae83-87ed-4203-ed72-08d911b44095
Joe C
Sales Operations
3.0

Speaker 1: Hi, my name is Joe. I work in healthcare and sales operations. I give Method a three out of five, for more reviews like this click below. So before we looked into using Method CRM, we were using Infusionsoft CRM, currently that's actually now called Keaps CRM. And the reason why we actually made a move was because we needed something that had better integrations with some of our other softwares, mainly QuickBooks for accounting. And that was one of Method's biggest strong suits. So the biggest reason we chose Method CRM was the fact that it had a really great integration with QuickBooks. We were already using QuickBooks at the time, and so it was just perfect to be able to have a really fluid integration with QuickBooks. Also, the entire customization of the Methods CRM dashboard is actually really great. You can add custom fields, custom objects, the entire layout can be totally customized. You can also customize all the automation. That being said, there are a few issues with it, that we ran into glitches that should be resolved. So getting started with Method CRM was actually pretty difficult. There's definitely a learning curve in terms of building the automation yourself. Now Methods CRM does offer their own consulting services, where you can hire a consultant to do some of the automation and customization for you. However, I felt it was overpriced. And so, a lot of the customization fell on my sales operations team to build out. So I would say it was pretty difficult. So I would recommend considering Methods CRM only if you require it for QuickBooks integration or you have a very simple business without a lot of complexity. I think that it's a great CRM, as long as you don't have tons of complexity that you need to throw at Method CRM. It's great for QuickBooks and accounting, but it's a little bit more difficult as far as integrations. In order to integrate you have to use... go through Zapier, or there's maybe a slew of others that might be actually integrated, but without doing a Zapier integration, you're kind of out of luck. So that's one thing that you should really consider, is how many integrations do I need to do? And am I willing to go through Zapier to get to those. Otherwise, I think that's really all of the considerations you should have.

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User interface
141642 video thumbnail}
1 Video
130389 video thumbnail}
1 Video
141642
3 screenshots
130389
5 screenshots
Do these products fit your needs?

Prioritize real-user-identified key features according to your needs to find your best fit.

Logo Img
--%
Logo Img
--%
Activity Dashboard
207
Important
Alerts/Notifications
388
Important

Copper

Top Features
34/37
  • Customer Journey Mapping
  • Data Security
  • Lead Scoring
  • Activity Dashboard
  • Alerts/Notifications
  • API
  • Calendar Management
  • Campaign Management
  • Contact Management
  • Customizable Fields
  • Customizable Reports
  • Data Import/Export
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Templates
  • Forecasting
  • Interaction Tracking
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Qualification
  • Marketing Automation
  • Mobile Access
  • Multi-Channel Communication
  • Quotes/Estimates
  • Referral Tracking
  • Reminders
  • Reporting/Analytics
  • Sales Pipeline Management
  • Sales Reports
  • Segmentation
  • Task Management
  • Territory Management
  • Third-Party Integrations
  • Workflow Management
See All features
Hide CRM Software Features -

Method CRM

29/37
Show CRM Software Features +

Copper

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Method CRM

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Copper
Deployment
  • Cloud, SaaS, Web-Based
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
Support
  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
Training
  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos
Method CRM
Deployment
  • Cloud, SaaS, Web-Based
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
Support
  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
Training
  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos
Copper
  • By Copper
  • Located in United States
  • Founded in 2013
Method CRM
  • By Method Integration
  • Located in Canada
  • Founded in 2010
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