Copper vs Workbooks
Side-by-side comparison of features, pricing, and integrations.
Quick Verdict
Copper offers more features (61 vs 23) and more integrations (18 vs 6). Starting price: Copper at $12/mo vs Workbooks at $30/mo. Copper has 60 unique features while Workbooks has 22 unique features, with 1 features in common.
| Copper | Workbooks | |
|---|---|---|
| Category | CRM | CRM |
| Total Features | 61 | 23 |
| AI-Powered Features | 5 | 1 |
| Starting Price | $12/mo | $30/mo |
| Pricing Tiers | 4 | 2 |
| Integrations | 18 | 6 |
| Shared Features | 1 | |
| Shared Integrations | 0 | |
| Data Quality | 95% | 70% |
Feature Comparison by Category
AI (3 vs 1)
| Feature | Copper | Workbooks |
|---|---|---|
| AI CRM | ||
| AI Email Re-writer | ||
| AI Email Template Generator | ||
| Contact & Teammate Suggestions |
Admin (5 vs 0)
| Feature | Copper | Workbooks |
|---|---|---|
| Data Import & Export | ||
| Multi-currency | ||
| Sign in with Google | ||
| Single Sign-On (Okta) | ||
| Team Permissions |
Administration (0 vs 3)
| Feature | Copper | Workbooks |
|---|---|---|
| Audit Trail | ||
| Data Storage | ||
| Multi-Company Support |
Analytics (0 vs 1)
| Feature | Copper | Workbooks |
|---|---|---|
| Mapping Module |
Automation (4 vs 0)
| Feature | Copper | Workbooks |
|---|---|---|
| Feedback Requests | ||
| Pipeline Automations | ||
| Task & Workflow Automation | ||
| Workflow Automation |
CRM (0 vs 1)
| Feature | Copper | Workbooks |
|---|---|---|
| 360° Customer View |
Collaboration (3 vs 0)
| Feature | Copper | Workbooks |
|---|---|---|
| Activity Feed | ||
| Global Activity Feed | ||
| Team Collaboration |
Communication (1 vs 0)
| Feature | Copper | Workbooks |
|---|---|---|
| SMS Logging |
Customer Service (0 vs 1)
| Feature | Copper | Workbooks |
|---|---|---|
| Ticketing and Case Management |
Customization (2 vs 1)
| Feature | Copper | Workbooks |
|---|---|---|
| Custom Fields | ||
| Custom Records | ||
| Remove Copper Branding |
Data Management (1 vs 0)
| Feature | Copper | Workbooks |
|---|---|---|
| Contact Enrichment |
Document Management (2 vs 0)
| Feature | Copper | Workbooks |
|---|---|---|
| Contracts & Proposals | ||
| File Uploading |
Email Marketing (8 vs 0)
| Feature | Copper | Workbooks |
|---|---|---|
| Bulk Email | ||
| Email Automation | ||
| Email Click Tracking | ||
| Email Open Tracking | ||
| Email Series | ||
| Email Series & Automation | ||
| Email Templates & Merge Fields | ||
| Rekindle Emails |
Finance (0 vs 2)
| Feature | Copper | Workbooks |
|---|---|---|
| Invoice Management | ||
| Multi-Currency Documents |
Integration (10 vs 3)
| Feature | Copper | Workbooks |
|---|---|---|
| API & Embedded Integration SDK | ||
| Accounting and ERP Integration | ||
| Chrome Extension | ||
| Gmail Integration | ||
| Google Calendar Sync | ||
| Google Contact Sync | ||
| Google Drive Integration | ||
| Google Sheets & Looker Studio Integration | ||
| Google Workspace Integration | ||
| LinkedIn Integration | ||
| Microsoft Exchange / Outlook Integration | ||
| Office 365 Integration | ||
| Zapier Integration |
Lead Generation (3 vs 0)
| Feature | Copper | Workbooks |
|---|---|---|
| Business Card Scanning | ||
| Contact Forms |
Marketing (0 vs 2)
| Feature | Copper | Workbooks |
|---|---|---|
| Events Management | ||
| Marketing Automation |
Mobile (1 vs 0)
| Feature | Copper | Workbooks |
|---|---|---|
| Mobile App |
Productivity (2 vs 0)
| Feature | Copper | Workbooks |
|---|---|---|
| Notes, Activities & Tasks | ||
| Reminders |
Project Management (3 vs 1)
| Feature | Copper | Workbooks |
|---|---|---|
| Customizable Project Pipelines | ||
| Project Management | ||
| Project Pipeline Templates |
Reporting (5 vs 1)
| Feature | Copper | Workbooks |
|---|---|---|
| Activity Report | ||
| Custom Reports | ||
| Pipeline Reports | ||
| Reporting | ||
| Reports & Dashboards | ||
| Revenue Tracking |
Sales (0 vs 5)
| Feature | Copper | Workbooks |
|---|---|---|
| Opportunity Management | ||
| Order Management | ||
| Quotation Management | ||
| Sales Forecasting | ||
| Sales Order Processing |
Sales Management (4 vs 0)
| Feature | Copper | Workbooks |
|---|---|---|
| Customizable Sales Pipelines | ||
| Deal Management | ||
| Sales Pipeline Templates | ||
| Sales Pipelines |
Security (0 vs 1)
| Feature | Copper | Workbooks |
|---|---|---|
| Advanced Security |
Support (2 vs 0)
| Feature | Copper | Workbooks |
|---|---|---|
| Personal Onboarding | ||
| Premium Support |
Task Management (1 vs 0)
| Feature | Copper | Workbooks |
|---|---|---|
| Tasks |
Templates (1 vs 0)
| Feature | Copper | Workbooks |
|---|---|---|
| Templates |
Unique Features
Only in Copper (60)
Data Import & Export
Multi-currency
Sign in with Google
Single Sign-On (Okta)
Team Permissions
AI Email Re-writer
AI Email Template Generator
Contact & Teammate Suggestions
Feedback Requests
Pipeline Automations
Task & Workflow Automation
Workflow Automation
Activity Feed
Global Activity Feed
Team Collaboration
SMS Logging
Custom Fields
Remove Copper Branding
Contact Enrichment
Contracts & Proposals
+ 40 more unique features
Only in Workbooks (22)
Audit Trail
Data Storage
Multi-Company Support
AI CRM
Mapping Module
360° Customer View
Ticketing and Case Management
Custom Records
Invoice Management
Multi-Currency Documents
Accounting and ERP Integration
Microsoft Exchange / Outlook Integration
Office 365 Integration
Events Management
Marketing Automation
Reports & Dashboards
Opportunity Management
Order Management
Quotation Management
Sales Forecasting
+ 2 more unique features
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