Copper vs Clarify: Which CRM for agencies wins?

Agencies often face the challenge of maintaining consistent pipeline execution while ensuring that project delivery remains on track. As communications and context spread across various tools—like inboxes, calendars, and spreadsheets—follow-ups can slip through the cracks, handoffs may falter, and accurate forecasting becomes a guessing game. To address these issues, a CRM for agencies must not only facilitate rapid business movement but also retain enough account history to support renewals, upsells, and referrals.

In this article, we delve into two innovative CRM solutions tailored for agency needs: Copper and Clarify. Copper seamlessly integrates with Google Workspace, enhancing workflow efficiency and minimizing administrative burdens, while Clarify leverages AI to keep records updated through ongoing communication and automation. Each of these platforms offers a unique approach to solving the complexities of agency CRM needs.

The right choice between these CRMs will hinge on your agency's specific processes, desired level of customization, and the amount of ongoing management you can allocate to setup and maintenance.

What is Copper?

Copper is a CRM designed to seamlessly integrate with Google Workspace, keeping your CRM activities closely linked to Gmail and Google Calendar. This makes it an ideal choice for agencies that manage most client communications and scheduling within Google tools, allowing them to maintain their daily routines without significant disruption. With pipelines to track opportunities and contact and account records that provide context for relationships, Copper enhances workflow efficiency. Its automation features and integrations help minimize repetitive administrative tasks, making it well-suited for teams seeking a CRM solution that complements their Google-centric workflows.

Qu'est-ce que Clarify ?

Clarify is a modern, AI-driven CRM focused on keeping records up-to-date through continuous communication and meetings. It caters to agencies that aim to reduce manual data entry while preserving a functional pipeline, contact history, and actionable next steps. The product's messaging highlights the importance of capturing meeting context, follow-ups, and deal updates in real time. With integrations and automation options available for routing updates into your overall system, Clarify is particularly suited for teams exploring contemporary CRM workflows centered around conversational context and automated maintenance.

Feature comparison of Copper and Clarify

Multi-pipelines et étapes personnalisées

Copper allows the creation of multiple pipelines to accommodate varying processes that require different stage flows. You can edit pipeline stages to ensure the opportunity board reflects how your agency qualifies, scopes, and closes work for each motion. By utilizing separate pipelines, you can distinctly manage renewals, retainers, and project-based sales while still leveraging the same CRM data model. Any changes made are managed within the pipeline settings and will apply to the selected pipeline.

Deal tracking in Clarify revolves around Deals, with the product designed to identify opportunities and maintain updated deal stages as activities occur. Clarify emphasizes a straightforward pipeline approach, aligning stages with actual progress and incorporating probability thinking for accurate forecasting. This focus on pipeline hygiene ensures that records remain usable without the need for constant manual updates.

Suivi des activités des clients et des transactions

Copper enhances deal context by linking common Google Workspace tools, showcasing related communications and activities associated with contacts and opportunities. Calendar syncing allows for the creation and synchronization of events between Copper and Google Calendar, ensuring that any changes are reflected across both platforms depending on the chosen sync feature. Users can review activity and relationship histories on records to facilitate smooth handoffs and outline next steps for accounts and opportunities.

The record experience in Clarify consolidates emails, meetings, notes, and record details into one accessible location, providing clear activity context alongside the contact and deal. Additionally, product materials highlight the platform's meeting capture capabilities, which include recordings and summaries linked back to the relevant records. Changelog notes regarding record pages and updates to Deals reflect ongoing improvements in the way activities and deal contexts are integrated.

Automatisation et flux de travail

Copper reporting is centered on dashboards, metrics, and configurable insights that can easily be shared or exported, including options for emailing or exporting dashboards as part of your reporting workflows. The reporting setup features dashboard templates, filters, and editing controls, allowing you to customize KPIs and views according to the pipeline and activity data being monitored. Additionally, scheduled delivery and alert notifications are integral components of the reporting features.

In Clarify, follow-ups and updates are streamlined through automation managed by an agent, which includes drafting follow-ups, capturing tasks, and updating records based on interactions from calls or emails. Clarify’s writing frames emphasize workflow automation as a key aspect of modern CRM operations, with a dedicated product post detailing automatic meeting notes and follow-up reminders integrated into CRM workflows. The ultimate benefit is a significant reduction in manual data entry and routine administrative tasks, depending on the workflows you enable.

Rapports et analyses

Copper reporting revolves around customizable dashboards, metrics, and insights that can easily be shared or exported, with options for emailing or including dashboards in reporting workflows. The reporting setup features dashboard templates, filters, and editing controls that allow you 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 Clarify, pipeline visibility is characterized by tracking deals that update in real-time; external reviews highlight how dashboards and forecasts adjust as records change. Clarify also offers content on CRM analytics dashboards and reporting concepts, emphasizing the use of CRM data to assess pipeline health and identify trends over time. The availability of specific reports varies based on the reporting layer and configurations detailed in product updates and documentation.

Intégrations et hygiène des données

Copper provides seamless integrations with popular tools, including a Zapier integration that links Copper to an extensive range of external applications for automation and data transfer. To ensure data hygiene, Copper features a duplicate management workflow that enables teams to identify and merge duplicate People, Companies, or Leads, thereby consolidating records. This process helps maintain contact history and account context associated with a single record, even when duplicates arise from imports or manual entries.

The integrations catalog for Clarify showcases various categories and integrations, with dedicated pages detailing Slack notifications for pipeline updates and a Zapier connector for enhanced automation. Furthermore, Zapier’s listing highlights Clarify's capability to connect with thousands of apps for workflow triggers and data movement. Clarify’s product messaging underscores the importance of pipeline hygiene and record maintenance, ensuring the system remains up-to-date with incoming activities.

folk : Le meilleur CRM pour les agences en 2026 !

folk is an AI-driven CRM that centralizes contacts, conversations, and deal context without turning the setup into a daunting project. It's tailored for agency teams where multiple members engage with the same account throughout prospecting, onboarding, delivery, and renewals. This record-keeping ensures that relationship history is always visible, eliminating reliance on memory or scattered notes during handoffs.

• Multi-pipeline and custom stages to accommodate various agency workflows
• Contact and deal timelines that consolidate interaction histories in one location
• Email and calendar synchronization to link conversations with the appropriate records
• Tasks, reminders, and follow-up tracking that standardize next steps
• Contact enrichment features to fill in missing company and contact information
• Deduplication tools that merge duplicate entries and maintain a clean database
• Simple pipeline reporting to track stage health and deal progression
• Integrations and automation connectors that minimize manual updates

For agencies, the key benefit is achieving operational clarity across various relationships. Pipelines can mirror different revenue strategies such as retainers, projects, partnerships, and referrals, while tasks and reminders ensure consistent follow-ups across the team. Data hygiene features like enrichment and deduplication help eliminate duplicate records and fill in missing fields, ensuring that pipeline reporting remains effective over time.

Conclusion

In conclusion, while Copper excels at Google Workspace integration and workflow efficiency, and Clarify shines with its AI-driven automation and real-time updates, folk stands out as the ultimate CRM for agencies. With its seamless email integration, robust automation, and customizable pipelines, folk ensures that teams can maintain consistent follow-ups and keep track of interactions effortlessly. For agencies prioritizing context and speed without the hassle of complex setups, folk is the superior alternative.

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