Salesmate vs. Copper CRM: A value-based comparison
Copper is built to live in your inbox. Salesmate is built to drive your entire sales engine. See how Salesmate delivers more power, flexibility, and value at every step of your sales journey.
Factor | ![]() | ![]() |
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Platform focus | Built for sales, marketing, and support - all in one | Built specifically for Gmail/Google Workspace users |
User-Friendliness | Clean, modern UI designed for all team sizes - easy to adopt, even for non-tech users. | Can feel limiting for larger teams |
Contact Management | 360° contact view: emails, calls, notes, tasks, deals, tickets – all in one place | Limited beyond Gmail |
Built-in Calling and Texting | Native calling with power dialer, call recording, voicemail drop, call transfer, and advanced call analytics. | Not available. Requires and third-party integrations |
Communication Tools | True all-in-one: calling, SMS, WhatsApp, email, live chat, Messenger, Instagram DMs — unified inbox and tracking. | Email only (via Gmail); no SMS or chat tools |
Lead Source Integrations | Capture leads directly from web forms, social media channels, chat, and more - no need for third-party integrations. | No, requires third party integrations |
Live Chat | Fully integrated live chat with website and in-app support. | No, requires third party integrations |
Web Forms | Built-in form builder with lead capture automation | Basic forms only; often needs third party integrations to extend |
Email Sync Reliability | Reliable, seamless email sync with minimal disruptions | Gmail sync only; limited Outlook support |
Ticketing & Service | Full-featured ticketing system with SLAs, team assignment, and service workflows - great for post-sale support. | Not available. |
Workflow Automation | Powerful visual automation builder ("Smart Flows") to automate sales, marketing, and service processes across the entire customer journey. | Basic workflows and automation only |
Automation Capabilities | Advanced, cross-functional automation for sales, marketing, and support- fully customizable without needing external tools. | Limited to deal and task triggers; no marketing or service automation |
Lead Scoring | Yes. Built-in | No. Built-in |
Meeting Scheduler | Built-in scheduling tool with personalized booking links, reminders, and automated follow-ups. | Not available |
Quote Management | Native quote creation, sharing, and tracking within the CRM. | Not included natively |
Customization | Deep customization: layouts, custom fields, modules, visibility rules, roles, and permissions - adapt CRM to your exact processes. | Good customization in sales pipelines and fields, but more limited in overall process customization and cross-team usage. |
Customer support | Award-winning support team. 24/5 live chat support with responses typically within a few minutes, plus email and phone support. | Support available; live chat limited to higher plans |
Email Marketing & Campaigns | Send personalized, branded email campaigns directlsy from Salesmate and track engagement across multiple touchpoints - all in one place. | Basic email templates; campaigns require integrations |
Sales Pipelines | Unlimited sales pipelines included on all plans | Limited pipelines; advanced features require higher tiers |
Custom Fields & Modules | Yes. Full support for custom fields, modules, and entities. | Custom fields supported; limited module flexibility |
Shared Team Inbox | Yes | Not available |
Deal Rotting | Yes | Not available |
A/B Testing | Yes | Not available |
AI Call Transcription | Native call transcription with AI summaries, trackers, sentiment analysis, and advanced call metrics (talk-to-listen ratio, objection keywords, etc.). | Not available. |
AI Agents | Yes | Yes |
Ease of use (G2 review) | 9.1 | 8.7 |
Mobile app | Yes, with full CRM functionalities | Available, focused only on email & tasks |
CUSTOMER STORIES
Hear from businesses that switch to Salesmate
I’ve used Copper and other CRMs - Salesmate is by far the most robust, user-friendly, and affordable. It streamlines my entire sales process, from outreach to closing. I genuinely love this platform.”
Make the switch today. Start your free trial now!
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Here are a few reasons why now might be the time to switch from Copper to Salesmate
Discover why switching from Copper to Salesmate could save you time, money, and frustration while boosting your business productivity.

Get more value for every dollar
Transparent, all-inclusive pricing with no hidden fees or costly add-ons. Everything you need, in one affordable package - so you can focus on growth, not surprises.


Truly all-in-one access
One license, one login - endless possibilities. Sales, marketing, and service teams all work together seamlessly in a single, unified platform without worrying about extra modules or access restrictions.


Exceptional support, always included
We don’t believe in paywalled help. With Salesmate, you get fast, friendly, and knowledgeable support (24/5 live chat) at no extra cost - because your success shouldn’t come with a price tag.


Built to fit your business
From layouts and custom fields to visibility rules and permissions, Salesmate gives you deep customization at every tier, so you can mold it exactly to your unique processes.


Automate and personalize with Smart Flows
Create intelligent, real-time workflows that adapt to every customer action. Salesmate’s Smart Flows handle nurturing, follow-ups, and more automatically - so your team can stay focused on closing.


Unlimited sales pipelines
Manage multiple products, regions, or processes at once with as many pipelines as your business needs. Total flexibility, zero restrictions, and complete control to grow exactly how you want.

Salesmate is right for you if...
REVIEWS
Why people love Salesmate over Copper?
Don't just take our word for it – see what real customers are saying!


“Too manual, too expensive. Feels closer to a glorified notepad than a real CRM. Regret the purchase.”

Overpriced and impossible to cancel. You’re locked in - even when their support drops the ball.

Cluttered and chaotic. The interface is overloaded with irrelevant data and hard to navigate

Support is slow and defensive. Instead of fixing problems, they blame you for them.


Salesmate has significantly benefited our sales team by streamlining our processes that have boosted our productivity and sales performance.

Salesmate is a well-designed, modern platform with all the features you need. What impresses me most is the dedicated team—they’re truly invested in my success.

Salesmate is amazing. Been trying to find a genuinely good CRM for a long time, and Salesmate has completely blown me away.

Salesmate is incredibly simple to set up and follow through our entire sales process. The automation features are highly efficient, and the UX makes everything so intuitive. Plus, the support team is always quick to assist!

Reviews are from G2