bpm'online financial services vs Copper

Best For

Who Uses This Software?

Highly customizable and user-friendly, bpm'online application helps companies to manage customer-facing operations in retail and corporate banking.

Businesses looking for a beautiful, intuitive, and simple CRM that automates repetitive tasks and integrates with the tools they already use (Gmail, calendar, docs, sheets).

Target Customer Size (Users)

50 - 1000+

1 - 1000+

Pricing

Starting Price

Not provided by vendor

$19.00/month/user

Free Trial

No Yes

Free Version

No No

Product Details

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Features

  • Account Alerts
  • Asset Management
  • Expense Tracking
  • Household Tracking
  • Influence Tracking
  • Lead Management
  • Marketing Management
  • Relationship Tracking
  • Team Assignments
  • Territory Management
  • Account Alerts
  • Asset Management
  • Expense Tracking
  • Household Tracking
  • Influence Tracking
  • Lead Management
  • Marketing Management
  • Relationship Tracking
  • Team Assignments
  • Territory Management

Screenshots

View 5 screenshots 80242 thumb
View 5 screenshots 118832 thumb

Ratings

Overall

(0)
4.5 / 5
(335)

Ease of Use


4.5 / 5

Customer Service


4.5 / 5

Features & Functionality


4 / 5

Value for Money


4 / 5

Training & Support

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

share Share Your Comparison of Copper vs bpm'online financial services


bpm'online financial services vs Copper

Copper

by Copper (formerly ProsperWorks)

Best For

Who Uses This Software?

Highly customizable and user-friendly, bpm'online application helps companies to manage customer-facing operations in retail and corporate banking.

Businesses looking for a beautiful, intuitive, and simple CRM that automates repetitive tasks and integrates with the tools they already use (Gmail, calendar, docs, sheets).

Target Customer Size (Users)

50 - 1000+

1 - 1000+

Pricing

Starting Price

Not provided by vendor

$19.00/month/user

Free Trial

No Yes

Free Version

No No

Product Details

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Product Details

  • Account Alerts
  • Asset Management
  • Expense Tracking
  • Household Tracking
  • Influence Tracking
  • Lead Management
  • Marketing Management
  • Relationship Tracking
  • Team Assignments
  • Territory Management
  • Account Alerts
  • Asset Management
  • Expense Tracking
  • Household Tracking
  • Influence Tracking
  • Lead Management
  • Marketing Management
  • Relationship Tracking
  • Team Assignments
  • Territory Management

Ratings

Overall

(0)
4.5 / 5
(335)

Ease of Use


4.5 / 5

Customer Service


4.5 / 5

Features & Functionality


4 / 5

Value for Money


4 / 5

Training & Support

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

Share Your Comparison of Copper vs bpm'online financial services