⚡ Quick Verdict:
- Pricing: Copper CRM starts at $9/seat/month. Insightly starts at $29/user/month.
- Best for: Copper CRM suits Google Workspace teams. Insightly suits teams needing CRM plus project management.
- Key difference: Copper lives inside your Gmail inbox. Insightly runs as a standalone platform on web and mobile.
- Our pick: Insightly for most users. It rates higher, adds project management, and meets SOC 2, GDPR, and HIPAA standards.
Both Copper CRM and Insightly promise to organize your contacts and close more deals.
But they solve different problems for different teams.
Copper CRM lives inside Google Workspace and your Gmail inbox.
Insightly is a standalone CRM software that pairs sales with project management.
This guide breaks down pricing, features, and the sales process fit for each.
Overview
This Copper CRM vs Insightly comparison covers pricing, core features, and ease of use.
We also break down who each customer relationship management tool works best for.
Our sources include published specs, documentation, and G2 reviews.
By the end, you will know which sales CRM fits your team.
What is Copper CRM?
Copper CRM is a sales CRM built for Google Workspace users.
It launched in 2012 as a Gmail extension to cut manual data entry.
Over time it grew into a full customer relationship management tool.
A Chrome extension puts CRM functionality right inside your Gmail inbox.
Copper’s integration syncs emails, meetings, and contact data from Google apps.
Copper claims over 30,000 CRM customers worldwide, including Google itself.
Copper CRM
The only CRM made for Google Workspace. Manage leads and deals without leaving your Gmail inbox.
Copper CRM Pricing
Here is what Copper CRM pricing looks like in 2026. Prices below are per seat, billed annually.
| Plan | Price | Best For |
|---|---|---|
| Starter | $9/seat/month | Organizing contacts only |
| Basic | $23/seat/month | Small business teams |
| Professional | $59/seat/month | Workflow automation and reporting |
| Business | $99/seat/month | Email sequence and website tracking |
Pricing verified January 2026.
Free trial: Yes. Copper offers a 14-day free trial with no card charge upfront.
Money-back guarantee: Copper does not advertise a standard refund window. Test the trial first.
📌 Note: The Starter plan lacks pipeline functionality. It only organizes contacts. You need Basic or higher to create pipelines.
⚠️ Warning: Monthly billing costs more than the annual rates shown. Paid monthly, Basic runs about $29 and Business about $134 per seat. The email sequence tool is locked to the Business tier.
Key Benefits of Copper CRM
Here is what makes Copper CRM worth considering:
- Google Workspace integration: Copper syncs with Gmail and Google Calendar automatically. It also pulls in Google Docs, Google Sheets, and Google Drive files.
- Less manual data entry: Records fill in from Gmail on their own. You add new contacts and leads without retyping details.
- Visual pipelines: Create pipelines and track leads across stages. You can build multiple pipelines for different sales teams.
- Automated emails: Send automated emails and build an email sequence on the Business tier. Email templates keep replies consistent.
- Website tracking: Copper tracks email opens and clicks. This gives sales reps insight into buyer interest.
- Friendly API and add ons: The API is powerful and easy to use. Copper connects to marketing tools like Outfunnel through add ons.
What Our Team Noticed
Our writer signed up for Copper CRM and spent several days inside the Gmail extension. Here is what stood out:
Copper CRM Pros & Cons
✅ Pros
- Deepest Google Workspace integration of any CRM
- Runs inside Gmail and Google Calendar with a Chrome extension
- Cuts manual data entry by auto-filling records
- User-friendly and powerful API for custom builds
❌ Cons
- Pricing is high compared to other CRMs with similar functionality
- Contact management can glitch, with reports of disappearing contacts
- Only fits Google Workspace, not Microsoft 365 teams
What is Insightly?
Insightly is a CRM software that pairs sales with project management.
It keeps current and prospective client data in one system to boost productivity.
Sales teams manage clients while support agents handle service requests.
Insightly CRM helps sales teams manage leads, deals, and projects together.
The platform is a feature many modern CRM teams love for its speed.
It links to other Insightly products like Insightly Marketing and Insightly Service.
PC Magazine, Entrepreneur, and G2 Crowd all recommend the platform.
🏆 Winner: Insightly
A CRM and project management platform in one. Built for sales teams and marketing teams that want speed and easy customization.
Insightly Pricing
Here is what Insightly pricing looks like in 2026. Each price is per user, billed annually.
| Plan | Price | Best For |
|---|---|---|
| Plus | $29/user/month | Small teams needing core CRM tools |
| Professional | $49/user/month | Dashboards and third-party apps |
| Enterprise | $99/user/month | Full access for larger organizations |
Pricing verified January 2026.
Free trial: Yes. Insightly starts new users on a free trial before any paid plan.
Money-back guarantee: Insightly bills annually with no fixed refund window advertised.
📌 Note: Insightly Marketing and Insightly Service follow the same three-tier pricing. Other Insightly products can raise your total cost.
⚠️ Warning: The Plus plan gives limited features and dashboards, so heavy users may need Professional. The Enterprise tier is nearly double what rival services like Zoho CRM charge.
Key Benefits of Insightly
Here is what makes Insightly worth considering:
- CRM plus project management: Manage the sales pipeline and projects in one place. You can assign tasks and set milestones for each team member.
- AI Copilot: The AI assistant summarizes emails and speeds up data retrieval. It cuts routine task management work.
- AppConnect integrations: A low-code engine ships over 2,000 pre-built connectors. It links Insightly to your other tools fast.
- Reporting and dashboards: Build custom reports and read a live opportunities dashboard. Managers monitor progress at a glance.
- Kanban and Gantt views: Track sales opportunities on Kanban boards. New Gantt charts map project timelines and task dependencies.
- Compliance built in: Insightly meets SOC 2 Type II, GDPR, and HIPAA standards. That matters for regulated companies.
What Our Team Noticed
Note: We have not had extensive hands-on time with Insightly yet. The points below come from published documentation and G2 reviews.
G2 reviews highlight the smooth data input and quick setup.
Reviewers note a gentle learning curve for new users.
Insightly’s documentation describes a mobile app that scans a business card and creates new contacts on the go.
Insightly Pros & Cons
✅ Pros
- Combines CRM and project management in one platform
- Meets SOC 2 Type II, GDPR, and HIPAA standards
- Over 2,000 AppConnect connectors for easy integration
- AI Copilot summarizes emails and speeds data retrieval
❌ Cons
- Enterprise tier costs nearly double Zoho CRM
- Fewer deep features than Zoho CRM
- Custom workflow options lag some rivals
Feature Comparison
Ready for a detailed look at Copper CRM vs Insightly? We will walk through nine key features. This helps you match each platform to your own needs.
| Feature | Copper CRM | Insightly |
|---|---|---|
| Starting Price | $9/seat/month | $29/user/month |
| Free Plan | ❌ (trial only) | ❌ (trial only) |
| Google Workspace Integration | ✅ Native | ✅ Via connectors |
| Project Management | ✅ Basic | ✅ Advanced |
| Workflow Automation | ✅ | ✅ |
| AI Assistant | ❌ | ✅ Copilot |
| SOC 2 / GDPR / HIPAA | Partial | ✅ Full |
| Best For | Google Workspace teams | CRM plus projects |
1. Google Workspace Integration
Copper CRM: This is where Copper wins. It is the only CRM built for Google Workspace, formerly G Suite. You manage records from Gmail and Google Calendar, and it syncs Google Docs, Google Sheets, and Google Drive.
Insightly: Insightly connects to Google products through AppConnect connectors, not a native build. The tie to Gmail and Google Calendar works but feels less direct than Copper’s integration.
2. Contact Management
Copper CRM: Copper pulls customer data straight from your Gmail inbox to cut manual data entry. Some users report contact management glitches, like contact details that vanish. The Basic plan caps you at 2,500 contacts.
Insightly: Insightly gives a 360-degree view of every contact, company, and account. Its records stay stable, and the mobile app scans a business card to add new contacts fast.
3. Pipelines and Deal Tracking
Copper CRM: Copper lets you create pipelines and build multiple pipelines for different sales teams. You easily track each new lead through custom stages. Note that the Starter plan has no pipeline at all.
Insightly: Insightly offers customizable pipelines and Kanban views for the sales pipeline. Sales reps track sales opportunities across stages and read a live opportunities dashboard.
4. Workflow Automation
Copper CRM: Copper’s workflow automation removes repetitive tasks and lets you automate tasks across your sales process. These advanced capabilities sit on the Professional plan and above.
Insightly: Insightly adds AI Copilot on top of standard workflow automation. It summarizes threads and retrieves data, so managers spend less time on manual updates.
5. Email and Templates
Copper CRM: Copper sends automated emails from your Gmail account and supports email templates. A full email sequence is locked to the Business tier. Because emails send as transactional, they skip an unsubscribe link, so it is not built for bulk emails.
Insightly: Insightly lets you build email templates and schedule emails to leads. Larger email campaigns move over to Insightly Marketing, one of the other Insightly products.
6. Lead Scoring and Tracking
Copper CRM: Copper includes lead scoring plus website tracking that logs email opens and clicks. This helps sales reps spot which leads are warm and ready.
Insightly: Insightly groups leads by organization and links them to open sales opportunities. You assign tasks directly to a team member so no hot lead slips.
7. Project Management
Copper CRM: Copper handles light project work through its pipelines. It is fine for small business follow-up, but it is not a true project management tool.
Insightly: Project management is where Insightly pulls ahead. It ships milestones, task assignments, and Gantt charts for timelines and dependencies. The 2025 new version added those charts, and you can customize each stage. This tight CRM-to-project link is why modern CRM teams love it.
8. Reporting and Dashboards
Copper CRM: Copper offers custom reporting, so you build your own sales reports from Copper data. It covers the basics that most small businesses need.
Insightly: Insightly provides deeper reporting and visual dashboards. Professional and Enterprise plans unlock more dashboards to monitor progress and business metrics.
9. Task Automation and Support
Copper CRM: Copper automates routine tasks and logs calls and texts through its mobile app. Support docs and the friendly API help teams build add ons.
Insightly: Insightly Service adds ticketing and a knowledge base to the CRM tools. That gives support agents one place to manage requests and reply.
10. Pricing & Cost
Let’s compare the pricing plans side by side.
| Plan Level | Copper CRM | Insightly |
|---|---|---|
| Entry | Starter $9/seat/mo | Plus $29/user/mo |
| Mid | Basic $23 / Pro $59 | Professional $49/user/mo |
| Top | Business $99/seat/mo | Enterprise $99/user/mo |
Copper CRM: Copper’s entry price is low, but real CRM features start on Basic. Paid monthly rates run higher than the annual figures shown. Many users call the overall Copper CRM pricing steep for what you get.
Insightly: Insightly starts at $29 and stays competitive through Professional. Billed annually, the Enterprise plan is pricey, but it packs the most features and full compliance. For example, only Enterprise unlocks every reporting and admin control.
Different Scenarios
| If You Need… | Choose | Why |
|---|---|---|
| Deep Gmail integration | Copper CRM | Native Google Workspace build |
| CRM plus projects | Insightly | Milestones and Gantt charts |
| HIPAA compliance | Insightly | SOC 2, GDPR, HIPAA ready |
| Lowest entry price | Copper CRM | Starter at $9/seat |
| Beginner-friendly setup | Insightly | Gentle learning curve |
💰 Your Budget
Copper’s Starter looks cheap, but useful tiers cost more. Insightly starts higher yet bundles project management into the same price.
🔌 Your Tech Stack
If you live in Gmail and Google Calendar, Copper fits like a glove. If you use mixed tools, Insightly’s 2,000 connectors reach further.
📝 Your Sales Process
A simple pipeline inside your inbox suits Copper. A sales process that hands off to project delivery suits Insightly.
🎓 Your Experience Level
Both tools are approachable. Google users adopt Copper fast, while Insightly’s gentle learning curve helps new CRM users.
🆓 Free Trials and Demos
Both offer a free trial with no upfront charge. Test each on a real project before you commit a date to paid billing.
🛟 Support Options
Insightly Service adds ticketing and a knowledge base. Copper leans on docs and its friendly API for help.
Switching Guide
Already using one of these tools? Here is what to expect if you switch.
🔄 Switching from Copper CRM to Insightly?
✅ What you’ll gain:
- True project management with milestones and Gantt charts
- SOC 2, GDPR, and HIPAA compliance
- AI Copilot and 2,000+ connectors
❌ What you’ll lose:
- Native, in-inbox Google Workspace integration
- The Chrome extension inside Gmail
- The lowest $9 entry price
📋 How to switch:
- Export contacts and pipelines from Copper as CSV
- Create an Insightly account and pick a plan
- Import your data and rebuild your pipeline stages
🔄 Switching from Insightly to Copper CRM?
✅ What you’ll gain:
- CRM functionality inside your Gmail inbox
- Automatic sync of Google Docs, Sheets, and Drive
- Less manual data entry for Google teams
❌ What you’ll lose:
- Built-in project management and Gantt views
- Full HIPAA and SOC 2 compliance
- The AI Copilot assistant
📋 How to switch:
- Export leads and records from Insightly
- Set up Copper and install the Chrome extension
- Import contacts and connect your Google Workspace
What Our Review Didn’t Cover
This comparison focused on small business and mid-size sales teams. We did not test large enterprise rollouts or bulk data migration at scale. Our notes reflect the January 2026 versions, so features may have shifted since. If you manage 50+ sales reps across many organizations, your priorities may differ from what we cover here.
Final Verdict
| Category | Winner |
|---|---|
| 💰 Pricing | Copper CRM |
| 🚀 Core Features | Insightly |
| 🔗 Google Integration | Copper CRM |
| 📋 Project Management | Insightly |
| 🔒 Compliance | Insightly |
| 👶 Ease of Use | Insightly |
| 🏆 Overall Winner | Insightly |
🏆 WINNER: INSIGHTLY
Insightly wins 4 of 6 categories.
Best for: Sales teams that need CRM and project management, regulated companies, and mixed tech stacks.
Copper CRM and Insightly are two very different products. Copper is the sharp choice for teams glued to Google Workspace. Insightly is the broader CRM software for teams that link sales to projects.
Copper is excellent if your whole day runs inside Gmail. But if you want project management, compliance, and easier growth, Insightly is the better pick for most users.
More of Copper CRM Compared
Here is how Copper CRM stacks up against other CRM options:
Copper wins on: tighter Gmail workflow, cleaner Google sync, lower entry price
HubSpot wins on: free plan, marketing tools depth, bigger app marketplace
Copper CRM vs Salesforce
Copper wins on: faster setup, simpler interface, no admin overhead
Salesforce wins on: enterprise scale, advanced customization, huge integration library
Copper CRM vs Capsule CRM
Copper wins on: native Google Workspace build, in-inbox records, website tracking
Capsule wins on: lower cost tiers, simpler contact management, generous free tier
More of Insightly Compared
Here is how Insightly stacks up against other CRM tools:
Insightly wins on: built-in project management, faster onboarding, cleaner dashboards
Zoho wins on: deeper feature set, cheaper Enterprise tier, wider module range
Insightly vs Pipedrive
Insightly wins on: project management, AI Copilot, compliance coverage
Pipedrive wins on: pure sales focus, lower learning curve, visual deal flow
Insightly wins on: lower mid-tier price, tighter project link, 2,000+ connectors
HubSpot wins on: free CRM, richer marketing tools, larger knowledge base
Frequently Asked Questions
What is Copper CRM used for?
It is a sales CRM for Google Workspace teams. It manages contacts, leads, and pipelines inside Gmail, cutting manual data entry across your sales process.
What is the old name of Copper CRM?
Copper was first called ProsperWorks. It launched in 2012 as a Gmail extension before rebranding to Copper, the Google Workspace CRM many small businesses use today.
Is Copper CRM HIPAA compliant?
Copper follows Google’s security standards with encryption and two-factor login. For confirmed HIPAA coverage, Insightly is the safer pick, since it meets HIPAA, SOC 2, and GDPR.
What is Insightly used for?
Insightly is a CRM and project management platform. Teams track sales opportunities, assign tasks, and manage projects in one system with reporting dashboards.
Is Insightly cloud based?
Yes. Insightly is a cloud based platform you reach from any web browser or the mobile app. Your records and data stay synced across every device.
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