Copper
Copper is a productivity-first CRM software designed specifically for Google Workspace users to manage contacts, track sales opportunities, and automate administrative tasks directly within your Gmail and Calendar.
Preferred Patron
Preferred Patron is a comprehensive loyalty marketing software providing automated rewards, multi-channel communication, and detailed customer analytics to help you increase repeat business and strengthen long-term customer relationships.
Quick Comparison
| Feature | Copper | Preferred Patron |
|---|---|---|
| Website | copper.com | preferredpatron.com |
| Pricing Model | Subscription | Subscription |
| Starting Price | $23/month | Custom Pricing |
| FREE Trial | ✓ 14 days free trial | ✘ No free trial |
| Free Plan | ✘ No free plan | ✘ No free plan |
| Product Demo | ✓ Request demo here | ✓ Request demo here |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 2011 | 2004 |
| Headquarters | San Francisco, USA | Allentown, USA |
Overview
Copper
Copper is a CRM built specifically for teams that live in Google Workspace. Instead of jumping between tabs, you can manage your entire sales pipeline, track email conversations, and update contact details directly inside your Gmail inbox. It automatically syncs your data from Google Calendar and Docs, so you spend less time on manual entry and more time building relationships with your clients.
You can visualize your sales process through drag-and-drop pipelines and set up automated reminders to ensure no lead falls through the cracks. It is ideal for small to mid-sized agencies, consulting firms, and technology companies that need a streamlined way to manage complex relationships without the steep learning curve of traditional enterprise CRM platforms.
Preferred Patron
Preferred Patron is a robust loyalty and incentive platform designed to help you turn one-time visitors into lifelong customers. You can build custom rewards programs that fit your specific business goals, whether you run a single retail shop or a large multi-location enterprise. The software handles everything from point tracking and tiered memberships to digital gift cards and automated referral programs, all from a centralized dashboard.
You can engage your audience through integrated email and SMS marketing tools that trigger based on customer behavior. The platform provides deep insights into spending habits, allowing you to identify your most valuable guests and re-engage those who haven't visited lately. By automating your outreach and rewarding consistent behavior, you spend less time on manual marketing and more time growing your revenue through proven retention strategies.
Overview
Copper Features
- Native Google Integration Manage your contacts and update deals directly within Gmail and Google Calendar without ever switching between different browser tabs.
- Automated Data Entry Scrape contact details from email signatures and sync calendar events automatically to keep your records accurate with zero manual effort.
- Visual Pipeline Management Track every deal across multiple stages using a clean drag-and-drop interface that gives you instant clarity on your revenue.
- Email Tracking Get real-time alerts when prospects open your emails or click your links so you can follow up at the perfect moment.
- Workflow Automation Set up triggers to automatically assign tasks, send follow-up emails, and update lead statuses based on specific team actions.
- Project Management Transition smoothly from closing a deal to managing the project with built-in tools for task tracking and file sharing.
Preferred Patron Features
- Multi-Channel Messaging. Reach your customers where they are by sending automated promotions via SMS, email, and push notifications directly through the platform.
- Tiered Loyalty Levels. Create exclusive membership tiers that encourage higher spending by offering better rewards as customers reach new milestones.
- Automated Marketing Triggers. Set up 'set-it-and-forget-it' campaigns that automatically send birthday rewards or 'we miss you' coupons to inactive customers.
- Digital Gift Cards. Sell and manage both physical and digital gift cards to boost your upfront cash flow and attract new shoppers.
- Referral Tracking. Turn your fans into advocates by rewarding them for bringing in friends, with automated tracking for every successful referral.
- Comprehensive Analytics. Access detailed reports on customer lifetime value and campaign ROI to see exactly how your loyalty program impacts your bottom line.
Pricing Comparison
Copper Pricing
- Up to 3 users
- 2,500 contact limit
- Google Workspace integration
- Pipeline management
- Team collaboration tools
- Standard reporting
- Everything in Starter, plus:
- Unlimited contacts
- Workflow automation
- Bulk email and templates
- Custom fields and filters
- Integration with 1,000+ apps
Preferred Patron Pricing
Pros & Cons
Copper
Pros
- Seamless integration with Gmail and Google Calendar
- Minimal learning curve for existing Google users
- Clean and intuitive user interface design
- Automated data scraping saves significant time
- Excellent mobile app for managing deals remotely
Cons
- Limited functionality for non-Google Workspace users
- Starter tier has a strict 3-user limit
- Reporting features can feel basic for enterprises
- Price per user is higher than competitors
Preferred Patron
Pros
- Highly customizable rewards structures to fit unique business needs
- Excellent technical support and hands-on onboarding assistance
- Reliable automated messaging that saves hours of manual work
- Detailed reporting provides clear visibility into customer behavior
Cons
- The administrative interface has a slight learning curve
- Visual design of the dashboard feels somewhat dated
- Initial setup requires significant time for proper configuration