# Compare Copper vs Jungo 2026 | Capterra

> Unsure of what to choose? Check Capterra to compare Copper and Jungo based on pricing, features, product details, and verified reviews.

Source: https://www.capterra.com/compare/141642-182058/Copper-vs-Jungo-Mortgage-CRM

---

# Copper vs Jungo Features and Cost Comparison

Last updated March 13th, 2026

Provider data verified by our Software Research team, and reviews  
moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/)

Your comparison:

CopperJungo2/4 selected

[Copper](https://www.capterra.com/p/141642/Copper/)[4.4 (622)](https://www.capterra.com/p/141642/Copper/reviews/)

[Jungo](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/)[4.1 (123)](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/reviews/)

[## Copper](https://www.capterra.com/p/141642/Copper/)[4.4 (622)](https://www.capterra.com/p/141642/Copper/reviews/)

Starting Price

$12.00/month

Value-for-Money

4.1

Functionality

4.1

Ease of Use

4.5

Customer Service

4.3

Reviews Sentiment

Based on [622 reviews](#user-reviews)

Positive

545

Neutral

39

Negative

38

[## Jungo](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/)[4.1 (123)](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/reviews/)

Starting Price

Contact vendor

Value-for-Money

3.9

Functionality

4

Ease of Use

3.4

Customer Service

3.7

Reviews Sentiment

Based on [123 reviews](#user-reviews)

Positive

98

Neutral

11

Negative

14

## Summary

* * *

Key features rated by users

Features selected based on 17,267 reviews from crm software users.  
about the Fit Score methodology.

Fit Score methodology

Our Fit Score reflects how reviewers rate a product’s performance against a set of features reviewers rate as most important. A higher score indicates the product is rated better in delivering what reviewers most care about.

  

If the Fit Score is not shown for a specific product, that only means there are currently not enough relevant data points to develop a meaningful score. It does not indicate that the product should be excluded from further evaluation. Best for Methodology

69%Fit

Missing features

Feature ratings

Data Security

NA

Contact Management

4.4

Lead Management

4.2

Sales Pipeline Management

4.4

Activity Dashboard

4.1

68%Fit

Missing features

Feature ratings

Data Security

NA

Contact Management

4.7

Lead Management

3.8

Sales Pipeline Management

3.8

Activity Dashboard

4.1

User satisfaction

User satisfaction

4.4

User reviews[622](https://www.capterra.com/p/141642/Copper/reviews/)

Ease of use

4.5

Functionality

4.1

Value for money

4.1

Customer support

4.3

User satisfaction

4.1

User reviews[123](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/reviews/)

Ease of use

3.4

Functionality

4.0

Value for money

3.9

Customer support

3.7

Price starts from

Price starts from

$12Per User, Per Month

-   Free version
-   Free trial

Price starts from

\--

-   Free version
-   Free trial

Best for

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.

Best for

Jungo is scaled for enterprise volume.

## User reviews

Pros & cons

DH

Deborah H.

Sales

> "My use of Copper for work, allows me to stay organized with keeping track of where I am with my leads and tasks. "

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___6515847)

AA

Anna A.

Head of Sales

> "The billing and cancellation process is rigid and inflexible, especially for long-time customers who simply..."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___7022306)

MW

Matthew W.

Retirement and Estate Tax Planning, Life Insurance, MBA, CRC

> "In addition to the typical CRM features and functions, it performs better and faster. Although there are less..."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___6536431)

AA

Anna A.

Head of Sales

> "We haven’t been using Copper for over 3 years, but the subscription kept auto-renewing. When I reached out to..."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___7022306)

JM

Jovy M.

Program Coordinator

> "I also like that list item selections persist even after interacting with items, unlike classic spreadsheets like..."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___6612033)

SR

Sarah R.

VP, Client Relations

> "I can't merge duplicate companies without scrolling through the entire list."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___7045518)

RD

Rich D.

Managing Director

> "The connection to everyone's email is a huge time-saver, and it's extremely helpful to review something in my..."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___6655278)

PS

Paul S.

Owner

> "I wish I had more control over automatons, this isn't as much as a dislike than it is a wish I had."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___7038734)

JC

James C.

Customer Success Manager

> "It is highly customizable, allowing my to create a unique workflow for my needs."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___6647231)

ZR

Zach R.

VP Of Sales and Marketing

> "Lack of templates for emails or sending estimates through it. "

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___6851323)

RD

Rich D.

Managing Director

> "We use Google Workspace, and the integration has been seamless, especially regarding our calendar sync."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___6655278)

JC

James C.

Customer Success Manager

> "Copper's highly customizable setup is also its downfall: there aren't many resources for training to the specific..."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___6647231)

BS

Bethany S.

Finance Coordinator

> "I can see the interactions my colleague have with customers and it is very customizable"

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___6804673)

RD

Rodolfo D.

Partner Manager

> "I don't if I make a comment on the company pipeline that comment does not appear on the company profile as well."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___6504228)

SR

Sarah R.

VP, Client Relations

> "I love the task manager and ease of keeping track of contacts."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___7045518)

AA

Anna A.

Head of Sales

> "Inability to cancel easily."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___7022306)

JM

Jovy M.

Program Coordinator

> "It's extremely useful for organizing the hundreds of projects I oversee so whenever I have a call with this..."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___6612033)

RH

Richard H.

Director of New Business

> "It doesn't allow me to customize the product as much as I'd like. "

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___6629713)

Luz mary R.

teacher

> "Automating tasks has greatly improved my efficiency and I am able to set up custom reminders and workflows to..."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___4985717)

MW

Matthew W.

Retirement and Estate Tax Planning, Life Insurance, MBA, CRC

> "Does not have ability to see if client has opened the email."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___6536431)

Luz mary R.

teacher

> "As a business that uses Google Workspace for our daily operations, having a CRM that automatically syncs with..."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___4985717)

DL

Dulce L.

Legal Assistant

> "My main complaint is that once you “relate” an email to copper, you can’t unrelate it. Since we have hundreds of..."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___5042202)

DB

David B.

CEO Design Principle

> "I have had a good experience with Copper. Since my firm runs on Google workspace it is a seamless experience."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___6848661)

DD

Dennis D.

Project Manager

> "A bit fussy about searching for a name if spelling is incorrect"

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___6616615)

CH

Cecilia H.

VP of Economic Development

> "It's very straight forward and has decent functionality for a small business that isn't ready for an expensive,..."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___6645268)

AH

Amber H.

Business Development Manager

> "There seems to be some holes in analyzing data."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___6608398)

EG

Erin G.

Sales Operations Specialist

> "My company uses Copper because it integrates seamlessly with Gmail."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___6549529)

JZ

Jon Z.

Director of Sales

> "the customer service is slower than before and literally no one wants to talk to a bot"

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___6649742)

Andrea Yarlyn Q.

owner

> "I really like it, I can set reminders, set tasks and easily track the progress of my sales opportunities, all..."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___5046772)

JH

Jonathan H.

National HELOC Executive

> "Seems to fall behind in functionality compared to industry leaders like Salesforce"

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___6603417)

Celeste M.

Head of Partnerships

> "Copper helps create an easy follow-up and sales process while being cheaper than most CRMs"

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___6603641)

JM

James M.

Head of Marketing

> "The livechat feature isn't live."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___6549067)

RH

Richard H.

Director of New Business

> "There's, quite literally, no real learning curve to speak of, yet it is very powerful and let's me get things..."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___6629713)

DL

Dulce L.

Legal Assistant

> "The only issue I can complain about is not about Copper itself but about the extension I have installed to chrome."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___5042202)

DB

Doug B.

VP of Engineering

> "It definitely has made organizing & monitoring opportunities easier than our previous process."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___6651196)

Glena Cristina A.

Directora ingenieria producto

> "sometimes the search for contacts can be a bit slow."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___4775940)

DB

David B.

CEO Design Principle

> "It has given me clarity abut my pipeline."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___6848661)

AH

Amber H.

Business Development Manager

> "Not the easiest thing to do."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___6608398)

AM

Amy M.

Business Development rep.

> "I like the user friendly access you have to your complete sales funnel at any given time or place."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___6744263)

Anuj N.

Marketing Supervisor

> "Sometimes, extracting the relevant data is irksome via filters and it tends to impede our reporting process in..."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___4610909)

CK

Clayton K.

Territory Manager

> "Copper is great because it integrates really well with google and the google suite."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___6603342)

PS

Pratham S.

Mean Stack Developer

> "I don't like that we don't get analytics or the opportunity to plan a follow-up based on the recipient's..."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___4609611)

JZ

Jon Z.

Director of Sales

> "simple UI, good integration market for automating related tools"

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___6649742)

YE

Yolandi E.

CEO

> "Nothing to get excited about, if it wasn't for the client who insisted on using it, I wouldn't even have thought..."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___5006496)

NG

Nikki G.

Director of Coach Development

> "It works so seamlessly that I have never even needed tech support. "

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___6607338)

RF

Ramiro F.

Operations Coordinator

> "The basic plan is not good enough so you need at least the mid tier plan which may be expensive if you don't want..."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___4229889)

MW

Matthew W.

Retirement and Estate Tax Planning, Life Insurance, MBA, CRC

> "Great pricing for the small business owners"

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___6536431)

VR

Verified Reviewer

Sales Manager

> "Bugs, data exportation have dates configured as text and I can't change date format (DD/MM/YY), no Portuguese..."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___3341454)

JM

James M.

Head of Marketing

> "It's cost effective and much cheaper than the alternatives"

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___6549067)

MM

Michael M.

Senior Associate

> "As a CRM tool, it didn't have very important, basic features for email outreach."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___3456630)

RD

Rodolfo D.

Partner Manager

> "Of course there are more features that I need to explore."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___6504228)

MAB

Marc-Antoine B.

Manager, booking agent, label manager, PR

> "I think probably the biggest issue I have with Copper is that we are all francophones at Doze Agency. Because..."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___3021901)

MG

Monique G.

Administrative Assistant

> "Exporting tools are very useful."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___6606327)

MR

Maggie R.

Digital Marketing

> "Copper was lacking in terms of features."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___3448451)

MG

Monique G.

Administrative Assistant

> "Easy to use and organize data."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___6606327)

RW

Roger W.

Owner

> "Which dumb-ass executive wakes up one day and takes away customer service!!!"

[See full review](https://www.capterra.com/p/141642/Copper/#SoftwareAdvice___4004021)

OP

Orla P.

Sales Manager

> "I use google for everything else so this was a breeze to learn"

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___6494021)

VR

Verified Reviewer

Director

> "Some features are lacking like only one email for leads when persons can have many."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___3010211)

Luz mary R.

teacher

> "What I like the most about this platform is that it has an incredible integration with Google applications."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___4985717)

SC

Sebastian C.

Customer Operations Manager

> "Not friendly at all to export information"

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___3828878)

PS

Pratham S.

Mean Stack Developer

> "It seamlessly connects with the other technologies we use internally, allowing us to automate a variety of..."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___4609611)

PB

Philippe B.

Sales Engineer

> "The navigation is sometime confusing (between entities such as opp, contact, account, etc.)"

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___3360765)

NG

Nikki G.

Director of Coach Development

> "Copper makes my life easier. "

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___6607338)

NY

Nathan Y.

Managing Director

> "I explained the situation to customer service and they reset my account and told me they weren't able to discuss..."

[See full review](https://www.capterra.com/p/141642/Copper/#GetApp___2670500)

Anuj N.

Marketing Supervisor

> "You get the freedom to integrate extensions/ add-ons from different vendors/ customers & log sales data in one..."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___4610909)

AG

Ashley G.

ceo

> "Partnership referral tracking is cumbersome."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___3337954)

Ana N.

Sales associate

> "I really like it because I don't have to spend time entering data or doing tedious administrative tasks."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___5046812)

PS

Phil S.

Sales Manager

> "Lots of features are not needed for the basic sale of a grocery product."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___3009983)

MG

Monique G.

Administrative Assistant

> "Filtering is great."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___6606327)

RW

Roger W.

Owner

> "In my 30 years in business Copper by far has the worst customer service on the planet!!!"

[See full review](https://www.capterra.com/p/141642/Copper/#SoftwareAdvice___4004021)

OP

Orla P.

Sales Manager

> "How easy it is to learn."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___6494021)

TM

Terry M.

Owner

> "Not being able to have an attachment to a group email."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___3338012)

TR

Tiffany R.

Office Manager

> "So easy to use! "

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___6570721)

TS

Tobias S.

Sales Manager

> "There are some issues with the extensions to gmail"

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___3337788)

DN

Dainella N.

Community Director

> "Support has been great."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___6592892)

JM

Jaime M.

Client Services

> "The site can be buggy, and hard to plug-into other software."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___3337896)

RH

Richard H.

Director of New Business

> "How incredibly easy it is to use yet how powerful it is. "

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___6629713)

EG

Emma G.

Principal

> "The project management is not so great once a sale has closed."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___3338432)

Petr S.

CIO

> "there were good reviews so copper made it to the shortlist in selection for a CRM tool"

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___6144782)

SK

Stephanie K.

CEO

> "Mailchimp is easy to link with Copper but it does not synch both ways."

[See full review](https://www.capterra.com/p/141642/Copper/#Capterra___3010031)

[View Reviews](https://www.capterra.com/p/141642/Copper/reviews/)

RJ

Rochel J.

Marketing and business development strategist

> "that it is very customizable, intergrades with everything I can possibly need."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___4821456)

AK

Adam K.

Director of Loan Operations

> "They uploaded my database with information on clients not included as well as a lot of incorrect information."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___6218886)

TT

Tim T.

MLO

> "Drip campaigns, task setting, Mass e mail capabilities all make it easy to keep connected with clients and referral partners."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___3868414)

AK

Adam K.

Director of Loan Operations

> "I have issues where birthday emails don't go out automatically."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___6218886)

JR

Jeremy R.

Mortgage Loan Officer

> "The SMS add on is a feature that brings additional value and functionality in this hyper speed business culture."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___3835059)

AK

Adam K.

Director of Loan Operations

> "Now I am too nervous to have them take another look because I have spent a month going through one at a time making the..."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___6218886)

AC

Angelo C.

Broker-Admin

> "Almost unlimited slots to send an email and many templates to use for marketing."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___3834765)

CG

Carrie G.

Marketing Manager

> "Jungo just created more business problems for us. Once we got the extra systems in place to send out mass text messages there..."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___3883898)

JL

Jeremy L.

Mortgage Broker

> "Jungo is a wonderful CRM to have as it provides automation, lead tracking, lead follow up, lead management, but it can be..."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___2954094)

CB

Christopher B.

CEO

> "Zero functionality within the platform."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#SoftwareAdvice___6114738)

MA

Mark A.

Loan Officer

> "Support is very good, the system is keeping me on the forefront of my prospects and in line with contact referral sources"

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___3835073)

AH

Andre H.

Loan Officer

> "Very frustrating, i just want to send out emails to borrower and coborrowers and it seems to be either very difficult or..."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___3845790)

RS

Rachel S.

Transaction Coordinator

> "We greatly appreciate the extent to which we can customize Jungo for exactly what we need. "

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___3845710)

VR

Verified Reviewer

Operations Manager

> "It is a bit pricey and can be hard to customize without programmer assistance to utilize the best features."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___3845857)

AP

Amanda P.

Relationship Manager

> "It helps us stay in front of our buyers and realtors."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___3845882)

LR

Liz R.

Mortgage Broker owner

> "you can find them the easiest way, and then there is their help desk, which isn't titled anything helpful at all."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___3835653)

HB

Heather B.

Transaction Coordinator

> "I really appreciate the ability to see and track our whole pipeline."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___3845809)

RD

Ryan D.

Mortgage Agent

> "I have a tough time remembering where each and every file is during the process."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___3835880)

EC

Etan C.

Mortgage Loan Originator

> "Jungo has every feature you can want and the more you learn how to setup the more it can do"

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___3866556)

AK

Adam K.

Director of Loan Operations

> "I have had a terrible experience with Jungo."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___6218886)

CB

Christopher B.

CEO

> "The idea is great, the vision of the salesman was amazing"

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#SoftwareAdvice___6114738)

TR

Tammy R.

Loan Officer

> "Unfortunately, I thought the grass mighty be greener at another CRM that my processor uses. "

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___3843162)

TR

Tammy R.

Loan Officer

> "That CRM was so difficult to use I ended up coming back to Jungo recently and am looking to maximize all of the features I..."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___3843162)

LR

Liz R.

Mortgage Broker owner

> "for weeks i was in a salesforce looop and it was the worst experience with foreign customer service i have ever had."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___3835653)

SG

Sonjia G.

Pre-Approval Manager

> "Jungo has been great in helping me track leads for our team"

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___3834848)

JB

Jon B.

Manager

> "All features and tasks are riddled with functionality problems."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___3837633)

MM

Miranda M.

Administrator

> "Extremely customizable, and a lot of available templates. "

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___3837359)

SS

Sharlene S.

mortgage advisor

> "At first, it seemed a bit overwhelming if I had any questions, I did not know what the proper titles are ."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___3856006)

MM

Miranda M.

Administrator

> "A lot of automation options have saved us a lot of time."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___3837359)

LM

Lisa M.

Office Manager

> "Trying to run reports is hit and miss with intended results."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___3845897)

LR

Liz R.

Mortgage Broker owner

> "I like that it helps you organize contacts"

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___3835653)

KT

Kevin T.

President

> "In some instances it is not very user friendly and you need to reach out to the technicians to help you."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___3855340)

BV

Brenda V.

Loan Partner 1

> "Love the ability to customize"

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___3866231)

JC

Jonas C.

Broker/Owner

> "Too busy and hard to navigate what should be simple tasks"

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___3867196)

JH

Jodi H.

Mortgage Agent

> "I like the templates and being able to track every aspect of the file that I want along with being able to prioritize follow ups..."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___2253905)

TR

Tammy R.

Loan Officer

> "I don't love the pre-written campaigns. "

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___3843162)

DD

Diane D.

Senior Loan Officer

> "All of my Contacts are in one place with Jungo supplying the ease of: sorting data for reports, sending campaigns, easily..."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___2263750)

RL

Robert L.

CEO

> "The biggest problem with this bait and switch company is that while they are selling you they put you on a contract and make..."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___2482913)

KM

Kevin M.

Mortgage Strategist

> "Jungo Mortgage CRM is a required tool that is used almost every minute of the day to create an impactful 360 experience for all..."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___2243791)

SS

Stephanie S.

Loan Officer

> "The delay of needing to schedule a call for help and then the limited time allowed for support calls (15 min.) can be..."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___2258689)

RD

Ryan D.

Mortgage Agent

> "Jungo has helped me get better organized."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___3835880)

MT

Malcolm T.

CEO

> "I requested to cancel and it took them OVER FOUR MONTHS just to process the cancellation. "

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___3374563)

JBD

John Blaise D.

Loan Officer Assistant

> "Ease of access and features are helpful in our everyday use"

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___3834768)

VR

Verified Reviewer

Mortgage Broker/ Owner

> "Many of the tools that they advertise don't work, at least for us, I.e."the Property Listing", "Ijungo Concierge" etc."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___2444464)

MB

Michael B.

Sr LO

> "It's extremely powerful, but with a steep learning curve."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___3845745)

BH

Brandon H.

Mortgage Agent

> "The biggest complain I have was how complex and difficult it was to move data from my Filogix account to Jungo to the point I..."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___2245382)

KM

Kevin M.

Mortgage Strategist

> "Yes, it is powerful out of the box and it is plug and play but very simple to customize and integrate with 3rd parties (e.g...."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___2243791)

Lily D.

Loan Originator

> "Super complicated to get started and the texting functionality ($15 extra monthly) is primitive compared to competitors."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___2243758)

PV

Peggy V.

Sr. Mortgage Consultant

> "keeps my calendar, sends out mass email, great support when needed, keeps all of the information on my database, customized to..."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___2243812)

LM

Liz M.

Chief Follow-Up Officer

> "The support staff is friendly but their ability to actually help varies widely depending on who answers the ticket, and they are..."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___2244657)

CB

Cory B.

Loan Officer

> "I love the customization options with the software, as well as the automation of loan milestone and loan anniversary tasks."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___2244071)

VR

Verified Reviewer

Mortgage Broker/ Owner

> "They are very slow to respond to issues and they still have to check in with Salesforce, which makes it even slower. "

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___2444464)

KK

Kent K.

CRMP

> "Jungo's customizability allows you to create leverage and efficiencies in whatever workflow you've designed. "

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___2256062)

CB

Cory B.

Loan Officer

> "The software can do about ANYTHING, but I have trouble figuring out the Workflows without being afraid of messing something up. "

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___2244071)

AK

Adam K.

Branch Manager

> "We're staying much better organized, have far fewer dropped balls, and our referral partners get weekly reports on all deals and..."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___2255618)

TB

Tina B.

Senior Mortgage Banker

> "Great way to suck someone in only to suck them dry in additional monies spent."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___2253909)

LR

Liz R.

Mortgage Broker owner

> "one is salesforce - good luck. "

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___3835653)

LM

Liz M.

Chief Follow-Up Officer

> "My team is committed to making Jungo work but I often dread having to do even the simplest tasks, knowing what a pain it will be."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___2244657)

JS

Jim S.

Mr

> "So so, slow tech support but a decent product overall. "

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___3835412)

ER

Evan R.

Realtor

> "Sometimes I forget to check the crm one day and will miss tasks."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___2258802)

JR

Javier R.

Loan Originator

> "Its good overall"

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___3861803)

PA

PAUL A.

BRANCH MANAGER

> "FUNCTIONALITY IS NOT INTUITIVE AND REQUIRES A LOT OF HELP SETTING UP TO BE PRODUCTIVE."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___2254058)

ER

Evan R.

Realtor

> "The concierge service is amazing as well and will automatically send your clients holiday cards and gifts for 3 years."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___2258802)

RC

RUBEN C.

Loan Officer

> "So then I'm talking to someone in India that means well and normally very accommodating but still frustrating with the language..."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___2251528)

RB

Randy B.

Director of Business Development

> "Training has been smooth so far for our Team and the access to additional support seems to easy enough to get going. "

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#SoftwareAdvice___2782393)

NF

Nicole F.

Compliance Officer

> "Does not automatically communicate with our LOS"

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___2253786)

JB

Justin B.

Loan Officer

> "I like the integration with my email for tracking and for keeping notes on each file. "

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___2244386)

RB

Ryan B.

Loan Officer

> "Extremely unorganized and no internal communication or accountability"

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___2263649)

MO

Michael O.

Principal Loan Originator /President

> "This CRM has been able to grow with me from a single LO, to a team, to owner of my own mortgage brokerage."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___2244761)

PV

Peggy V.

Sr. Mortgage Consultant

> "Although sales force is the back engine, I hate it when they get involved because I am not a tech person."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___2243812)

KK

Kent K.

CRMP

> "Another plus is how easily it integrates with other software. And the mobile version is robust and well laid out. But..."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___2256062)

ER

Evan R.

Realtor

> "Really wish the email functionality was better. "

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___2258802)

HJ

Helga J.

Owner

> "I love the program, it has so many functions and it is wonderful for marketing and keep track of your loans and leads."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___2262599)

MO

Michael O.

Principal Loan Originator /President

> "The user interface is difficult for some."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___2244761)

BC

Brian C.

Licensed Mortgage Broker Assistant

> "I like that it's based on Salesforce and has a lot of configuration and customization options."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___2253501)

TB

Tina B.

Senior Mortgage Banker

> "The Sales Representative who sold me this product/system completely OVER-PROMISED & UNDER-DELIVERED!!! "

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___2253909)

JB

Justin B.

Loan Officer

> "I am happy with my purchase and I believe it has and will continue to help me stay in contact with clients and keep track of all..."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___2244386)

KK

Kent K.

CRMP

> "The Closing Email of the Week is a perfect example of not being easy to use or execute. "

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___2256062)

BC

Brian C.

Licensed Mortgage Broker Assistant

> "Overall, I am glad we made the switch to Jungo. If you're looking for a quick, easy, low maintenance solution, this isn't it...."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___2253501)

JP

Jessica P.

Relationship/Mktg. Manager

> "This is a majority of what I use so that it why it is my biggest problem."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___2257473)

[View Reviews](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/reviews/)

## User interface

4.37 (622)

[Jungo](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/)

4.15 (123)

## Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

### Features

Do these products fit your needs?

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

\--% Fit

vs

\--% Fit

Activity Dashboard

207

Important

AI Copilot

150

Important

Alerts/Notifications

120

Important

Copper

Top features

36/40

-   Activity Dashboard
-   AI Copilot
-   Alerts/Notifications
-   API
-   Calendar Management
-   Campaign Management
-   Contact Management
-   Customer Journey Mapping
-   Customizable Fields
-   Customizable Reports
-   Data Import/Export
-   Data Security
-   Document Storage
-   Drag & Drop
-   Email Management
-   Email Marketing
-   Email Templates
-   Forecasting
-   Generative AI
-   Interaction Tracking
-   Lead Capture
-   Lead Generation
-   Lead Management
-   Lead Qualification
-   Lead Scoring
-   Marketing Automation
-   Mobile Access
-   Multi-Channel Communication
-   Predictive Analytics
-   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](https://www.capterra.com/p/141642/Copper/#features)

Jungo

22/40

-   Activity Dashboard
-   AI Copilot
-   Alerts/Notifications
-   API
-   Calendar Management
-   Campaign Management
-   Contact Management
-   Customer Journey Mapping
-   Customizable Fields
-   Customizable Reports
-   Data Import/Export
-   Data Security
-   Document Storage
-   Drag & Drop
-   Email Management
-   Email Marketing
-   Email Templates
-   Forecasting
-   Generative AI
-   Interaction Tracking
-   Lead Capture
-   Lead Generation
-   Lead Management
-   Lead Qualification
-   Lead Scoring
-   Marketing Automation
-   Mobile Access
-   Multi-Channel Communication
-   Predictive Analytics
-   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](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#features)

### Recognition

No recognitions have been awarded to Copper

No recognitions have been awarded to Jungo

### Deployment & support

Copper

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   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

Jungo

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   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

### Company Details

Copper

-   By Copper
-   Located in United States
-   Founded in 2013

Jungo

-   By Jungo
-   Located in United States
-   Founded in 2005

## Popular Comparisons

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4.6

4.5

Ease of Use

4.5

[View full comparison](https://www.capterra.com/compare/141642-178819/Copper-vs-EngageBay-Marketing)

[Jungo](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/)[4.15 (123)](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/reviews/)

vs

[Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[4.37 (5,809)](https://www.capterra.com/p/157279/Dynamics-365/reviews/)

Contact vendor for pricing

Price

$50/month

4.0

Features

4.3

3.4

Ease of Use

4.1

[View full comparison](https://www.capterra.com/compare/157279-182058/Dynamics-365-vs-Jungo-Mortgage-CRM)

[Copper](https://www.capterra.com/p/141642/Copper/)[4.37 (622)](https://www.capterra.com/p/141642/Copper/reviews/)

vs

[Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[4.37 (5,809)](https://www.capterra.com/p/157279/Dynamics-365/reviews/)

$12/month

Price

$50/month

4.1

Features

4.3

4.5

Ease of Use

4.1

[View full comparison](https://www.capterra.com/compare/141642-157279/Copper-vs-Dynamics-365)

[Jungo](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/)[4.15 (123)](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/reviews/)

vs

[eWay-CRM](https://www.capterra.com/p/152769/eWay-CRM/)[4.47 (820)](https://www.capterra.com/p/152769/eWay-CRM/reviews/)

Contact vendor for pricing

Price

$20/month

4.0

Features

4.3

3.4

Ease of Use

4.4

[View full comparison](https://www.capterra.com/compare/152769-182058/eWay-CRM-vs-Jungo-Mortgage-CRM)