Liveoak vs Copper

Starting Price

Not provided by vendor

$19.00/month/user

Best For

Financial Services, banking and any regulated industry that has complex and/or multi-step customer agreements and workflows will greatly benefit from Liveoak's Virtual Interactions platform.

Small and medium-sized businesses looking for an easy to use CRM that automates repetitive tasks and integrates with the tools they already use (like Gmail, Mailchimp, and Slack).

Product Features

  • close Analytics
  • close Churn Management
  • check Communication Management
  • close Community Management
  • close Content Syndication
  • check Feedback Collection
  • close Gamification
  • check Live Chat
  • check Video Content
  • close Analytics
  • close Churn Management
  • check Communication Management
  • close Community Management
  • close Content Syndication
  • close Feedback Collection
  • close Gamification
  • close Live Chat
  • close Video Content

Rating


4.5 / 5
(33)
Read All Reviews

4.4 / 5
(361)
Read All Reviews

Ideal number of Users

10 - 1000+

1 - 499

Ease of Use


4.4 / 5



4.5 / 5


  • "It is super intuitive to use. Has a great "pipeline" view so that I can see how my brokerage is running."

  • "My husband is the primary user of the software, but we both are impressed with the ease of use in Google and related software."

Customer Support


4.5 / 5



4.4 / 5


  • "Very easy to use, the support team is very proactive and enthusiastic to make sure you understand how to maximixe the use of the service."

  • "You have a Dashboard AND can add prospects straight from your email account. Customer Service is phenomenal."

Features & Functionality


4.2 / 5


  • "Very interactive and easy to use for all parties involved. Rooms set up very quickly, so there's a lot of flexibility involved as well."

  • "Very easy to use, quickly editable and reduces the time required to get multiple sets of paperwork signed."


4.1 / 5


  • "Great integration with g suite of that's your go-to ecosystem. Nice and simple interface."

  • "Getting updates and emails from time to time from staff has been awesome and their replies to any issues come rather quickly."

Value for Money


4.4 / 5



4.1 / 5


  • "Seamless integration with our existing Google accounts. We save time, money and headaches."

  • "Not the most cost effective CRM out there but the native G Suite integration is irreplaceable."

Screenshots

View 5 screenshots 137352 thumb
View 5 screenshots 191805 thumb

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Business Hours
  • Online

Training

  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation
  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation

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Liveoak vs Copper

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