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.
Zywave
Zywave provides an all-in-one platform for insurance agencies to streamline sales, simplify benefits administration, and deliver comprehensive risk management content to their clients.
Quick Comparison
| Feature | Copper | Zywave |
|---|---|---|
| Website | copper.com | zywave.com |
| Pricing Model | Subscription | Custom |
| 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 | 1995 |
| Headquarters | San Francisco, USA | Milwaukee, 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.
Zywave
Zywave is a comprehensive growth platform designed specifically for insurance brokers and financial professionals. You can manage your entire client lifecycle in one place, from finding new leads with data-driven prospecting tools to retaining them with automated compliance alerts and high-quality educational content. It replaces fragmented systems by combining sales management, client portals, and legislative tracking into a single ecosystem.
You can provide your clients with a professional self-service portal where they can access HR resources, safety manuals, and employee handbooks. The platform also automates complex tasks like ACA reporting and plan modeling, allowing you to act as a strategic advisor rather than just a policy seller. Whether you focus on employee benefits or property and casualty, you can customize the tools to fit your specific niche and scale your agency efficiently.
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.
Zywave Features
- Sales Cloud. Identify high-value prospects using data-driven insights and manage your entire sales pipeline with industry-specific CRM tools.
- Client Cloud. Offer your clients a branded portal filled with HR, safety, and compliance resources they can access 24/7.
- Content Cloud. Access thousands of pre-written templates, newsletters, and legislative guides to share with your clients and establish your expertise.
- CPQ & Analytics. Generate professional benefit plan comparisons and use claims data to show clients exactly how to lower their costs.
- Automated Marketing. Send targeted email campaigns to prospects and clients based on their specific industry risks and renewal dates.
- Learning Management. Provide your clients with a library of employee training courses to help them meet safety and compliance requirements.
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
Zywave 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
Zywave
Pros
- Unmatched library of high-quality insurance and compliance content
- Professional branded portals improve client retention and perceived value
- Streamlines complex benefit plan modeling and comparisons
- Regular updates ensure legislative information stays current
- Strong prospecting data helps identify new business opportunities
Cons
- Significant learning curve due to the platform's vast capabilities
- Higher price point compared to basic standalone CRM tools
- Initial setup and customization requires a time investment