⚡ Verdetto rapido:
- Prezzi: Copper CRM starts at $9/seat/month. Insightly starts at $29/user/month.
- Ideale per: Copper CRM suits Google Workspace teams. Insightly suits teams needing CRM plus project management.
- Differenza fondamentale: Copper lives inside your Gmail inbox. Insightly runs as a standalone platform on web and mobile.
- La nostra scelta: 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.
Ma risolvono problemi diversi per team diversi.
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.
Panoramica
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.
Le nostre fonti includono specifiche pubblicate, documentazione e revisioni G2.
By the end, you will know which sales CRM fits your team.
Che cos'è Copper CRM?
Copper CRM is a sales CRM built for Google Workspace users.
It launched in 2012 as a Gmail extension to cut manual dati iscrizione.
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.
CRM in rame
The only CRM made for Google Workspace. Manage leads and deals without leaving your Gmail inbox.
Prezzi del CRM in rame
Here is what Copper CRM pricing looks like in 2026. Prices below are per seat, billed annually.
| Piano | Prezzo | Ideale per |
|---|---|---|
| Antipasto | $9/posto/mese | Organizing contacts only |
| Di base | $23/posto/mese | Piccola impresa squadre |
| Professionale | $ 59/posto/mese | Flusso di lavoro automazione e segnalazione |
| Attività commerciale | $ 99/posto/mese | Email sequence and website tracking |
Pricing verified January 2026.
Prova gratuita: Yes. Copper offers a 14-day free trial with no card charge upfront.
Garanzia di rimborso: Copper does not advertise a standard refund window. Test the trial first.
📌 Nota: The Starter plan lacks pipeline functionality. It only organizes contacts. You need Basic or higher to create pipelines.
⚠️ Avvertimento: 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.
Principali vantaggi del CRM in rame
Here is what makes Copper CRM worth considering:
- Integrazione con Google Workspace: 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.
Cosa ha notato il nostro team
Nostro scrittore signed up for Copper CRM and spent several days inside the Gmail extension. Here is what stood out:
Vantaggi e svantaggi del CRM in rame
✅ Pro
- 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
❌ Contro
- 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
Che cos'è 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.
🏆 Vincitore: Insightly
A CRM and project management platform in one. Built for sales teams and marketing teams that want speed and easy customization.
Prezzi approfonditi
Here is what Insightly pricing looks like in 2026. Each price is per user, billed annually.
| Piano | Prezzo | Ideale per |
|---|---|---|
| Più | $29/utente/mese | Small teams needing core CRM tools |
| Professionale | $49/utente/mese | Dashboards and third-party apps |
| Impresa | $ 99/utente/mese | Full access for larger organizations |
Pricing verified January 2026.
Prova gratuita: Yes. Insightly starts new users on a free trial before any paid plan.
Garanzia di rimborso: Insightly bills annually with no fixed refund window advertised.
📌 Nota: Insightly Marketing and Insightly Service follow the same three-tier pricing. Other Insightly products can raise your total cost.
⚠️ Avvertimento: 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.
Principali vantaggi di 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.
- Copilota AI: IL Assistente AI summarizes emails and speeds up data retrieval. It cuts routine task management work.
- Integrazioni con AppConnect: 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.
Cosa ha notato il nostro team
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.
Pro e contro di Insightly
✅ Pro
- 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
❌ Contro
- Enterprise tier costs nearly double Zoho CRM
- Fewer deep features than Zoho CRM
- Custom workflow options lag some rivals
Confronto delle funzionalità
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.
| Caratteristica | CRM in rame | Perspicace |
|---|---|---|
| Prezzo di partenza | $9/posto/mese | $29/utente/mese |
| Piano gratuito | ❌ (solo versione di prova) | ❌ (solo versione di prova) |
| Integrazione di Google Workspace | ✅ Nativo | ✅ Via connectors |
| Gestione del progetto | ✅ Assistente AI per la creazione di schemi | 3 dollari al mese contro 5,83 dollari al mese |
| Automazione del flusso di lavoro | ✅ | ✅ |
| Assistente AI | ❌ | Ho confrontato 10 aree chiave per aiutarti a scegliere il programma per la creazione di presentazioni più adatto alle tue esigenze. |
| SOC 2 / GDPR / HIPAA | Interfaccia utente della pipeline, facilità d'uso | ✅ Completo |
| Ideale per | 9 dollari a posto al mese | CRM plus projects |
1. Integrazione di Google Workspace
CRM di rame: 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.
Approfondito: 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. Gestione dei contatti
CRM di rame: 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.
Approfondito: 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
CRM di rame: 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.
Approfondito: 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. Automazione del flusso di lavoro
CRM di rame: 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.
Approfondito: 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
CRM di rame: 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.
Approfondito: 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
CRM di rame: Copper includes lead scoring plus website tracking that logs email opens and clicks. This helps sales reps spot which leads are warm and ready.
Approfondito: 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. Gestione del progetto
CRM di rame: Copper handles light project work through its pipelines. It is fine for piccola impresa follow-up, but it is not a true project management tool.
Approfondito: 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.
e Zendesk è molto apprezzato dagli utenti.
CRM di rame: Copper offers custom reporting, so you build your own sales reports from Copper data. It covers the basics that most small businesses need.
Approfondito: 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
CRM di rame: Copper automates routine tasks and logs calls and texts through its mobile app. Support docs and the friendly API help teams build add ons.
Approfondito: Insightly Service adds ticketing and a knowledge base to the CRM tools. That gives support agents one place to manage requests and reply.
10. Prezzi e costi
Confrontiamo i piani tariffari fianco a fianco.
| Base di conoscenze incentrata sul contesto locale | CRM in rame | Perspicace |
|---|---|---|
| Iscrizione | Starter $9/seat/mo | Plus $29/user/mo |
| Medio | Basic $23 / Pro $59 | Professional $49/user/mo |
| Superiore | Business $99/seat/mo | Enterprise $99/user/mo |
CRM di rame: 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.
Approfondito: 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.
Diversi scenari
| Se hai bisogno | Scegliere | Perché |
|---|---|---|
| Deep Gmail integration | CRM in rame | Native Google Workspace build |
| CRM plus projects | Perspicace | Milestones and Gantt charts |
| Conformità HIPAA | Perspicace | SOC 2, GDPR, HIPAA ready |
| Prezzo di ingresso più basso | CRM in rame | Starter at $9/seat |
| Configurazione adatta ai principianti | Perspicace | Gentle learning curve |
💰 Il tuo budget
Copper’s Starter looks cheap, but useful tiers cost more. Insightly starts higher yet bundles project management into the same price.
🔌 Il tuo stack tecnologico
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.
📝 Il tuo processo di vendita
A simple pipeline inside your inbox suits Copper. A sales process that hands off to project delivery suits Insightly.
🎓 Il tuo livello di esperienza
Both tools are approachable. Google users adopt Copper fast, while Insightly’s gentle learning curve helps new CRM users.
🆓 Prove e demo gratuite
Both offer a free trial with no upfront charge. Test each on a real project before you commit a date to paid billing.
🛟 Opzioni di supporto
Insightly Service adds ticketing and a knowledge base. Copper leans on docs and its friendly API for help.
Guida al passaggio
Utilizzate già uno di questi strumenti? Ecco cosa aspettarvi se decidete di passare a un altro.
🔄 Switching from Copper CRM to Insightly?
✅ Cosa otterrai:
- True project management with milestones and Gantt charts
- SOC 2, GDPR, and HIPAA compliance
- AI Copilot and 2,000+ connectors
❌ Cosa perderai:
- Native, in-inbox Google Workspace integration
- The Chrome extension inside Gmail
- The lowest $9 entry price
📋 Come effettuare il passaggio:
- 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?
✅ Cosa otterrai:
- CRM functionality inside your Gmail inbox
- Automatic sync of Google Docs, Sheets, and Drive
- Less manual data entry for Google teams
❌ Cosa perderai:
- Built-in project management and Gantt views
- Full HIPAA and SOC 2 compliance
- The AI Copilot assistant
📋 Come effettuare il passaggio:
- Export leads and records from Insightly
- Set up Copper and install the Chrome extension
- Import contacts and connect your Google Workspace
Cosa non è stato trattato nella nostra recensione
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.
Verdetto finale
| Categoria | Vincitore |
|---|---|
| 💰 Prezzi | CRM in rame |
| 🚀 Caratteristiche principali | Perspicace |
| 🔌 Integrazione nativa con Workspace | CRM in rame |
| 📋 Gestione del progetto | Perspicace |
| 🏆 VINCITORE: KEAP | Perspicace |
| 👶 Facilità d'uso | Perspicace |
| 🏆 Vincitore assoluto | Perspicace |
🏆 VINCITORE: INSIGHTLY
Insightly wins 4 of 6 categories.
Ideale per: 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.
Più CRM in rame a confronto
Here is how Copper CRM stacks up against other CRM options:
Il rame vince su: tighter Gmail workflow, cleaner Google sync, lower entry price
HubSpot vince su: free plan, marketing tools depth, bigger app marketplace
Integrazione con Google Workspace, semplicità Forza vendita
Il rame vince su: faster setup, simpler interface, no admin overhead
Salesforce vince su: enterprise scale, advanced customization, huge integration library
Integrazione con Google Workspace, semplicità CRM a capsule
Il rame vince su: native Google Workspace build, in-inbox records, website tracking
Capsule wins on: lower cost tiers, simpler contact management, generous free tier
Altre informazioni da Insightly Compared
Here is how Insightly stacks up against other CRM tools:
Insightly vince su: built-in project management, faster onboarding, cleaner dashboards
Zoho wins on: deeper feature set, cheaper Enterprise tier, wider module range
Insightly vs Pipedrive
Insightly vince su: project management, AI Copilot, compliance coverage
Pipedrive vince su: pure sales focus, lower learning curve, visual deal flow
Insightly vince su: lower mid-tier price, tighter project link, 2,000+ connectors
HubSpot vince su: free CRM, richer marketing tools, larger knowledge base
Domande frequenti
A cosa serve Copper CRM?
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.
Qual era il vecchio nome di 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.
Copper CRM è conforme alle normative HIPAA?
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.
A cosa serve Insightly?
Insightly is a CRM and project management platform. Teams track sales opportunities, assign tasks, and manage projects in one system with reporting dashboards.
Insightly è basato sul cloud?
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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