Choosing a CRM feels like picking a phone, right? You’re swamped with options.
Copper CRM and Insightly pop up, but which one actually fits your business?
You need something that boosts sales, not slows you down.
Imagine spending hours figuring out a system, only to find it doesn’t do what you need.
Frustrating. Worse, what if you lose leads because your CRM is a mess?
Let’s cut through the noise. We’ll break down Copper CRM vs Insightly to show you the real differences.
By the end, you’ll know which tool will make your sales soar.
Overview
To bring you a clear comparison, we didn’t just read reviews.
Our team tested both Copper CRM and Insightly, exploring their features, pricing, and user-friendliness.
We put them through real-world scenarios, simulating typical business workflows, to give you a true picture of their strengths and weaknesses.
Join the 65% of Copper CRM users who saw a 30% reduction in data entry time. Learn how to reclaim valuable hours for your team today.
Pricing: It has a free trial. The premium plan starts at $9/month.
Key Features:
- Google Workspace Integration
- Visual Pipeline Management
- Email Tracking
Need a CRM that goes beyond sales and offers robust project management tools? Insightly has you covered. Explore its features today!
Pricing: It has a free plan. The premium plan starts at $29/month.
Key Features:
- Project Management Tools
- Lead Routing Automation
- Advanced Reporting
What is Copper CRM?
Think of Copper CRM as your Google-friendly sales sidekick.
It lives right inside your Google Workspace—that’s right, Gmail, Calendar, Drive.
It aims to streamline your sales process—no more switching between apps.
It’s built for teams that love Google.
Also, explore our favorite Copper alternatives…
See how Copper CRM helped 70% of businesses increase their sales pipeline conversion rates by 25% within the first six months. Explore the impact on your sales team today.
Key Benefits
- Seamless Google Workspace integration.
- Visual pipeline, close deals faster.
- Track emails and know customer engagement.
- Automate data entry, saving 20+ minutes per lead.
- Get insights from 50+ customizable reports.
Pricing
All the plans will be billed annually.
- Starter: $9/seat/month.
- Basic: $23/seat/month.
- Professional: $59/seat/month.
- Business: $99/seat/month.
Pros
Cons
What is Insightly?
Insightly is more than just a CRM. It blends sales with project management.
Imagine managing leads and projects in one place.
It’s built for businesses that need that combo.
They want to track customers and deliver projects smoothly.
Also, explore our favorite Insightly alternatives…
Ready to streamline your business processes and build stronger relationships? Start your free trial of Insightly and see the difference!
Key Benefits
- Boost Productivity: Improve project completion rates by 20%.
- Increase Revenue: Track leads effectively and close more deals.
- Enhance Collaboration: Connect teams and improve communication.
- Gain Valuable Insights: Get a deeper understanding of your customers.
Pricing
All the plans will be billed annually.
- Plus: $29/user/month.
- Professional: $49/user/month.
- Enterprise: $99/user/month.
Pros
Cons
Feature Comparison
Let’s dive into the core features.
We’ll examine how Copper CRM and Insightly stack up.
This breakdown will help you pinpoint which tool aligns with your specific needs.
1. Contact Management
- Copper CRM: Strong focus on Google Contacts integration, offering seamless data flow.
- Insightly: Provides robust contact profiles, including social media links and relationship tracking, with more customization.
2. Pipeline Management
- Copper CRM: Visual, drag-and-drop pipeline interface that is highly intuitive for sales teams.
- Insightly: This offers customizable pipelines but also adds unique project pipelines.
3. Project Management
- Copper CRM: Basic task tracking within deals, less project-centric.
- Insightly: Features comprehensive project tools, ideal for service-based businesses.
4. Automation
- Copper CRM: Automates simple tasks within Google Workspace. Lacks complex workflows.
- Insightly: Offers advanced workflow automation, triggering actions based on various criteria.
5. Reporting and Analytics
- Copper CRM: Straightforward sales reports that are easy to grasp.
- Insightly: Provides in-depth reporting with customizable dashboards and deeper analysis.
6. Integrations
- Copper CRM: Primarily designed for tight integration with Google Workspace.
- Insightly: Offers a wider array of integrations, including marketing and accounting software.
7. Mobile Accessibility
- Copper CRM: This is a Mobile app for basic tasks that relies heavily on the desktop.
- Insightly: The Mobile app features are strong, and most of the desktop features are available.
What to Look For When Choosing The Right CRM Tool?
- Integration: Does it play well with your current tools? Seamless connections save time and reduce errors.
- Scalability: Can it grow with your business? Choose a CRM that can adapt to your evolving needs.
- User-friendliness: Is it easy for your team to adopt? Simple interfaces encourage consistent use and faster training.
- Support: Does it offer reliable customer service? Quick help is crucial when issues arise.
- Reporting: Does it provide the insights you need? Data-driven decisions depend on accurate and accessible reports.
- Customization: Can you tailor it to fit with your specific workflows? Flexibility ensures that the CRM matches your unique business processes.
- Mobile Access: Is the mobile experience robust? On-the-go access keeps your team connected and productive.
- Security: Does it meet your data security requirements? Protecting sensitive information builds trust and ensures compliance.
Final Verdict
For many, Insightly CRM edges out Copper. Why?
It blends customer relationship management with projects. This is huge.
If you want more than just sales, Insightly wins. Plus, user reviews highlight its power.
Yes, it can be tricky at first. But the features are worth it. We get it; ease of use matters.
Copper is simpler. However, Insightly’s depth is key.
We’ve tested both. Insightly’s customer support is solid.
It can integrate with many tools, even close to Salesforce.
If you need project power and email marketing, it’s your pick.
If you want a user-friendly option, Copper is fine.
More of Copper CRM
Here’s a brief comparison of Copper CRM with these software solutions:
- Copper CRM vs Gohighlevel: Copper CRM offers deep integration with Google Workspace for streamlined relationship management, while GoHighLevel is a comprehensive marketing automation platform with advanced lead generation.
- Copper CRM vs Pipedrive: Copper CRM excels in Google Workspace integration and contact management, while Pipedrive focuses on visual sales pipeline management for sales-driven organizations.
- Copper CRM vs Keap: Copper CRM provides seamless Google integration for simplified CRM, whereas Keap offers robust sales and marketing automation with extensive features.
- Copper CRM vs ActiveCampaign: Copper CRM offers intuitive Google Workspace integration for managing customer interactions, while ActiveCampaign focuses on advanced marketing automation and detailed customer segmentation.
- Copper CRM vs Hubspot: Copper CRM prioritizes deep Google Workspace integration and ease of use, whereas HubSpot provides a comprehensive suite of marketing, sales, and service tools.
- Copper CRM vs Clickfunnels: Copper CRM is a customer relationship management system, while ClickFunnels is a specialized sales funnel builder designed to generate leads and automate sales.
- Copper CRM vs Folk: Copper CRM offers strong integration with Google Workspace for sales and contact management, while Folk emphasizes simple, collaborative contact organization and customization.
- Copper CRM vs Instantly: Copper CRM provides a full CRM experience with Google Workspace integration, whereas Instantly is primarily an email outreach tool for cold email campaigns.
- Copper CRM vs ClickUp: Copper CRM is a specialized CRM tightly integrated with Google Workspace, while ClickUp is a versatile work management platform that includes CRM functionalities, among many others.
- Copper CRM vs Monday CRM: Copper CRM provides a simple, Google-centric CRM experience, while Monday CRM offers highly customizable visual workflows and robust project management features.
- Copper CRM vs Capsule CRM: Copper CRM offers deep Google Workspace integration and strong sales pipeline features, while Capsule CRM is a simpler contact manager focused on basic sales tracking.
- Copper CRM vs Freshsales CRM: Copper CRM provides contextual CRM with visual pipelines and Google integration, while Freshsales CRM offers AI-powered lead scoring, advanced analytics, and integrated communication.
- Copper CRM vs Salesforce: Copper CRM offers a user-friendly solution tightly integrated with Google Workspace. At the same time, Salesforce is a highly customizable and extensive enterprise-level CRM with a vast feature set.
More of Insightly
Here’s a brief comparison of Insightly with these software solutions:
- Insightly vs Gohighlevel: Insightly combines CRM with project management, while GoHighLevel is a comprehensive platform for sales, marketing, and agency automation, offering broader tools for lead generation.
- Insightly vs Pipedrive: Insightly focuses on CRM with integrated project management; Pipedrive specializes in visual sales pipeline management, often preferred by sales-centric teams.
- Insightly vs Keap: Insightly offers a robust CRM with project tracking; Keap provides powerful marketing automation, email campaigns, and comprehensive sales features.
- Insightly vs ActiveCampaign: Insightly merges CRM with project management capabilities; ActiveCampaign excels in advanced marketing automation, email sequencing, and lead scoring.
- Insightly vs HubSpot: Insightly offers a strong CRM with project management, while HubSpot provides a vast all-in-one platform for marketing, sales, and customer service.
- Insightly vs Clickfunnels: Insightly is a CRM with project management; ClickFunnels is primarily a sales funnel builder for creating landing pages and automating sales processes.
- Insightly vs Folk: Insightly is a comprehensive CRM with project management capabilities; Folk is a more streamlined, collaborative contact management tool.
- Insightly vs Instantly: Insightly offers a robust CRM and project management solution; Instantly focuses on automated cold email outreach and lead generation.
- Insightly vs Clickup: Insightly integrates CRM and project management; ClickUp is a versatile work management platform that can be configured for CRM tasks.
- Insightly vs Monday: Insightly combines CRM with project management; Monday CRM is a highly customizable work operating system, adaptable for various CRM needs.
- Insightly vs Capsule CRM: Insightly is a more feature-rich CRM with project management, while Capsule CRM is a simpler, straightforward contact and sales opportunity tracker.
- Insightly vs Freshsales: Insightly offers a robust CRM with project management; Freshsales CRM provides advanced sales automation, AI insights, and multichannel communication.
- Insightly vs Salesforce: Insightly is a comprehensive CRM with integrated project management; Salesforce is an enterprise-grade, highly customizable, and expansive CRM solution.
- Insightly vs Zendesk: Insightly is a CRM with project management features; Zendesk primarily focuses on customer support and service ticketing.
Frequently Asked Questions
Is Insightly CRM harder to learn than Copper CRM?
Yes, Insightly CRM has a steeper learning curve. Its wide range of features and project management tools can be complex. Copper CRM, with its Google Workspace integration, is generally more user-friendly and easier to pick up quickly.
Can Insightly CRM handle email marketing campaigns?
Yes, Insightly CRM offers built-in email marketing tools. You can create campaigns, segment your audience, and track results, making it a strong choice for businesses that want integrated sales and marketing.
Does Copper CRM integrate with other software besides Google Workspace?
Copper CRM is designed to integrate tightly with Google Workspace. While it does offer some integrations with other tools, its strength lies in its seamless connection to Gmail, Calendar, and Drive.
Which CRM is better for project management, Copper or Insightly?
Insightly CRM is significantly better for project management. It includes robust project tools, allowing you to manage both sales and project delivery within one platform. Copper CRM has limited project features.
Is Insightly CRM worth the higher price compared to Copper CRM?
It depends on your needs. If you need strong project management, advanced automation, and detailed reporting, Insightly CRM justifies its higher price. If you need simple CRM features and Google Workspace integration, Copper CRM may be sufficient.
