Copper vs monday : Which CRM for agencies wins?

In the fast-paced world of agency operations, maintaining a streamlined approach to client relationship management is crucial for success. Agencies don’t just need tools; they require solutions that ensure pipeline execution is consistent while project delivery is seamless. When critical information about prospects and clients is scattered across various platforms—emails, calendars, spreadsheets—it's easy for follow-ups to slip through the cracks, hinder handoffs, and make forecasting an exercise in guesswork. A well-implemented CRM for agencies must not only accelerate new business but also preserve sufficient account history to facilitate renewals, upsells, and referrals.

Two prominent players in the CRM landscape, Copper and monday.com, tackle this challenge from distinct perspectives. Copper, designed to integrate effortlessly with Google Workspace, emphasizes a contextual approach to managing relationships within familiar environments like Gmail and Google Calendar. On the other hand, monday.com offers a flexible platform that caters to agencies seeking a customizable workspace to model their sales and operational workflows.

Choosing between these options hinges on your agency's specific needs—whether it’s the necessity for Google-centric functionality or the desire for a more adaptable project-centric interface. Understanding the core differences between Copper and monday.com can guide agencies in selecting the right CRM that aligns with their operational complexity and customization requirements.

Feature comparison of Copper and monday

What is Copper?

Copper is a CRM designed to integrate seamlessly with Google Workspace, allowing users to manage their CRM tasks directly within Gmail and Google Calendar. This makes it ideal for agencies that primarily communicate and schedule through Google tools, providing a structured CRM experience without drastically altering daily routines. The platform enables users to track opportunities through pipelines while maintaining relationship context via contact and account records. With options for workflow automation and integrations, it minimizes repetitive administrative tasks based on your setup. Copper is perfect for teams seeking a Google-centric workflow supplemented by CRM organization.

What is monday?

monday CRM is a versatile tool built on monday.com boards, offering customizable columns and views to effectively model sales and account workflows. It is particularly suited for agencies already utilizing monday.com for project delivery, allowing them to represent sales, onboarding, and client operations within a shared workspace. With pipeline views and dashboards for enhanced visibility, the platform also provides automation features that support handoffs and reminders based on status updates. Its ability to integrate with marketing, forms, and communication tools makes it a popular choice for those prioritizing flexibility and workflow modeling over traditional CRM structures.

Feature comparison of Copper and monday

Mehrere Pipelines und benutzerdefinierte Stufen

Copper allows the creation of multiple pipelines to accommodate different stage flows for various processes. You can edit pipeline stages to ensure the opportunity board aligns with how an agency qualifies, scopes, and closes work for each task. By establishing separate pipelines, you can effectively distinguish renewals, retainers, and project-based sales while utilizing the same CRM data model. Changes are easily managed in the pipeline settings and apply specifically to the chosen pipeline.

Typically, pipeline setup in monday CRM occurs on the Deals board, where deals progress through a clearly defined set of stages. These stages can be customized to reflect an agency's sales process, and the pipeline view provides a visual representation of progress across each stage. Different workflows can be modeled by organizing separate boards and stage structures based on account organization, with stage logic remaining connected to the configuration of the board and its columns.

Verfolgung von Kunden- und Geschäftsaktivitäten

Copper maintains deal context by integrating common Google Workspace tools, providing insights into related communications and activities surrounding contacts and opportunities. With calendar syncing, you can create and synchronize events between Copper and Google Calendar, allowing changes to reflect across both platforms based on the selected sync feature. You can also review activity and relationship history on records, facilitating seamless handoffs and outlining next steps for accounts and opportunities.

In monday CRM, activity tracking is managed through Emails and Activities, linking Gmail or Outlook to log communications and present them on a timeline. This functionality supports email logging and tracking, along with activity types such as meeting notes, call summaries, and more. You can also add custom activities to ensure the activity log aligns with your agency's documentation of client interactions, making the timeline a central hub for reviewing past actions and planning future ones.

Automatisierung und Arbeitsabläufe

Copper reporting revolves around customizable dashboards, metrics, and insights that can be easily shared or exported, including options to email or export dashboards as part of reporting workflows. The setup process features dashboard templates, filters, and editing controls, allowing users to personalize KPIs and views based on the pipeline and activity data being monitored. Additionally, scheduled delivery and alert notifications are integral components of the reporting features.

In monday CRM, automation rules utilize trigger-action recipes that respond to various changes, such as status updates, due dates, item creation, and board movements. These automations can send notifications, assign tasks, update fields, and create new items based on specified conditions. They are often employed to standardize handoffs when a deal progresses through stages or to generate follow-up tasks as deadlines approach. The specific actions taken depend on the selected recipe and the configuration of columns.

Berichterstattung und Analyse

Copper's reporting system revolves around customizable dashboards, metrics, and insights that can be easily shared or exported, including options for emailing or exporting dashboards as part of your reporting workflows. The setup for reporting features dashboard templates, filters, and editing tools that allow you to customize KPIs and views according to the pipeline and activity data being monitored. Additionally, scheduled delivery and alerts enhance the reporting capabilities.

In monday CRM, reporting is primarily constructed using dashboards that aggregate data from one or more boards, displaying it through various widgets such as charts and tables. These dashboards facilitate real-time monitoring, while reports offer a more in-depth analysis that can be generated on demand according to specific workflows. The visibility of the pipeline is influenced by the structure of the Deals board and the metrics selected for visualization on the dashboard. Access and sharing options are governed by account permissions and dashboard settings.

Integrationen und Datenhygiene

Copper provides integrations with popular tools, including a Zapier integration that links Copper to an extensive range of external applications for automation and data transfer. To maintain data hygiene, Copper features a duplicate management workflow that allows teams to identify and merge duplicate People, Companies, or Leads, ensuring that contact history and account context remain attached to a single record whenever duplicates arise from imports or manual entries.

For monday CRM, integrations can be established through native connectors and external automation platforms like Zapier, enabling the synchronization of items and triggering workflows across various applications. monday.com’s documentation emphasizes CRM integration as a means to synchronize customer data across business tools, minimizing manual data entry. Additionally, monday.com includes a Manage Duplicates feature to help identify and resolve duplicate items on boards, which is crucial when leads are generated through imports or integrations. The cleanliness of data significantly relies on the design of board structures and the flow of incoming data.

folk: Das beste CRM für Agenturen im Jahr 2026!

folk is an AI-powered CRM designed to streamline contact management, conversations, and deal context without burdening users with complicated setups. It caters to agency teams where multiple members engage with the same account throughout prospecting, onboarding, delivery, and renewals. This system maintains a clear relationship history, ensuring that handoffs are not reliant on memory or scattered notes.

• Multi-pipeline functionality and customizable stages for various agency operations
• Contact and deal timelines that consolidate interaction history in one location
• Email and calendar synchronization to link conversations with the appropriate records
• Task management, reminders, and follow-up tracking to ensure standardized next steps
• Contact enrichment to complete missing company and contact information
• Deduplication tools to merge duplicate records and maintain a clean database
• Easy-to-understand pipeline reporting to track stage health and deal progress
• Integrations and automation connectors to minimize manual updates

For agencies, the key benefit lies in achieving operational clarity across concurrent relationships. Pipelines can represent various revenue streams such as retainers, projects, partnerships, and referrals, while tasks and reminders help ensure consistent follow-ups across the team. Data hygiene features like enrichment and deduplication prevent duplicate records and fill in missing fields, making pipeline reporting reliable over time.

Schlussfolgerung

In conclusion, Copper excels with its seamless Google Workspace integration, making it ideal for teams entrenched in Gmail and Calendar. monday.com offers unmatched flexibility, allowing extensive customization for agencies prioritizing project workflows. However, folk stands out as the best CRM for teams that depend on robust email integration, automation, and sequencing. With its AI-powered features, multi-pipeline functionality, and superior data hygiene, folk ensures operational clarity and seamless handoffs, making it the ultimate choice for agencies focused on relationship management.

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