
CRM for Professional Services With Long Sales Cycles
A practical CRM buying guide for consultants, agencies, accountants, engineers and other service firms with slow B2B deals.
Learn moreRatings, pricing and all 12 key features, side by side. Open either profile for the full review.
CuCopper | ||
|---|---|---|
| Editor rating | 4.3 | 4.2 |
| Starting price | $29 per user | $12 per user |
| Free plan | No | No |
| Best for | Small B2B sales teams that hate data entry | Agencies and relationship-driven teams that work out of Gmail |
| Key features | ||
| Ease of use | 4.6 / 5 | 4.5 / 5 |
| Features | 4.0 / 5 | 3.9 / 5 |
| Value for money | 4.1 / 5 | 4.2 / 5 |
| Customer support | 4.5 / 5 | 4.2 / 5 |
| Visual sales pipeline | Yes | Yes |
| Two-way email sync | Yes | Yes |
| Workflow automation | Yes | Yes |
| Email sequences | Yes | Yes |
| Built-in calling | No | No |
| Lead scoring | Yes | No |
| Sales forecasting | Yes | Yes |
| Custom reports | Yes | Yes |
| Marketing campaigns | No | Yes |
| Quotes and invoices | No | No |
| AI assistant | No | No |
| Mobile apps | Yes | Yes |
| Integrations | Gmail, Outlook, LinkedIn, Zapier and native connectors | 100+ plus Zapier |
| Mobile | iOS and Android | iOS and Android |
| Support | Live chat and email | Email and chat |
| Founded | 2014 · Antwerp, Belgium | 2011 · San Francisco, CA |
| View Salesflare profile | View Copper profile |
Agencies, consultancies and startups that sell B2B and work from the inbox and LinkedIn.
Skip it if: consumer businesses and large organizations with elaborate approval processes.
Salesflare delivers on a simple promise: less typing, more following up. It is a strong pick for small B2B teams, particularly agencies and startups selling to other businesses.
Agencies, consultancies and service firms on Google Workspace that want a CRM that maintains itself.
Skip it if: microsoft 365 companies and teams that need heavy sales automation.
For a Google Workspace shop that hates data entry, Copper is the easiest CRM to keep up to date. Look elsewhere if you need heavy automation or you are on Microsoft 365.

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