Here's a list to show you how each of the functionalities compare across the Copper.com web app, the Gmail Chrome Extension and the Gmail Add-on. The Chrome Extension for Gmail and the Add-on for Gmail allow you to manage communications and contacts solely from your Gmail account.
The Gmail Add-on can be used any browser or the Android/iOS app, whereas you can only use the Gmail Chrome Extension with a Chrome browser.
| Copper Web App |
Gmail Chrome Extension |
Gmail Add-on |
| Dashboards |
|
|
| Leads |
- Full Functionality
- Send email templates
- Relate emails to records
- Filter Gmail by leads
|
- Add leads
- View default fields, but not custom fields
- Review 5 most recent activities in activity log
- Add activity/note
- No search
- No email templates
- No ability to relate emails to records
- No Gmail filter
|
| People |
- Full functionality
- Send email templates
- Relate emails to records
- Filter Gmail by person
|
- Add people
- View default fields, but not custom fields
- Review 5 most recent activities in activity log
- Add activity/note
- No search
- No email templates
- No ability to relate emails to records
- No Gmail filter
|
| Companies |
- Full functionality
- Send email templates
- Relate emails to records
- Filter Gmail by company
|
|
| Opportunities |
- Full functionality
- Send email templates
- Relate emails to records
- Filter Gmail by opportunities
|
|
| Projects |
|
|
| Tasks |
|
|
| My Tracked Emails |
|
|
| Reports |
|
|
| Settings |
- No functionality
- Separate extension settings let you:
- Hide the extension from certain inboxes
- Turn off web notifications about email tracking
- Hide the Gmail people widget
|
|
Still have questions? Ask in our Community, and get answers from our Customer Success Team as well as fellow users.
