⚡ 간단 평가:
- 가격: Copper CRM starts at $9/seat/month. Insightly starts at $29/user/month.
- 다음과 같은 경우에 가장 적합합니다: Copper CRM suits Google Workspace teams. Insightly suits teams needing CRM plus project management.
- 주요 차이점: Copper lives inside your Gmail inbox. Insightly runs as a standalone platform on web and mobile.
- 저희가 선택한 제품: 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.
하지만 이들은 각기 다른 팀에서 서로 다른 문제를 해결합니다.
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.
개요
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.
저희 자료 출처에는 공개된 사양서, 문서 및 G2 리뷰가 포함됩니다.
By the end, you will know which sales CRM fits your team.
Copper CRM이란 무엇인가요?
Copper CRM is a sales CRM built for Google Workspace users.
It launched in 2012 as a Gmail extension to cut manual 데이터 기입.
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.
Copper는 Google을 포함하여 전 세계적으로 3만 개 이상의 CRM 고객사를 보유하고 있다고 주장합니다.
구리 CRM
The only CRM made for Google Workspace. Manage leads and deals without leaving your Gmail inbox.
Copper CRM 가격 책정
Here is what Copper CRM pricing looks like in 2026. Prices below are per seat, billed annually.
| 계획 | 가격 | 가장 적합한 대상 |
|---|---|---|
| 기동기 | 좌석당 월 9달러 | Organizing contacts only |
| 기초적인 | 좌석당 월 23달러 | 소규모 사업체 팀 |
| 전문적인 | 좌석당 월 59달러 | 워크플로우 오토메이션 및 보고 |
| 사업 | 좌석당 월 99달러 | Email sequence and website tracking |
Pricing verified January 2026.
무료 체험: Yes. Copper offers a 14-day free trial with no card charge upfront.
환불 보장: Copper does not advertise a standard refund window. Test the trial first.
📌 메모: The Starter plan lacks pipeline functionality. It only organizes contacts. You need Basic or higher to create pipelines.
⚠️ 경고: 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.
Copper CRM의 주요 이점
Here is what makes Copper CRM worth considering:
- Google Workspace 연동: 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.
우리 팀이 발견한 점
우리의 작가 signed up for Copper CRM and spent several days inside the Gmail extension. Here is what stood out:
Copper CRM의 장점과 단점
✅ 장점
- 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
❌ 단점
- 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
Insightly란 무엇인가요?
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.
🏆 수상자: Insightly
A CRM and project management platform in one. Built for sales teams and marketing teams that want speed and easy customization.
Insightly 가격 책정
Here is what Insightly pricing looks like in 2026. Each price is per user, billed annually.
| 계획 | 가격 | 가장 적합한 대상 |
|---|---|---|
| 을 더한 | 사용자당 월 29달러 | 핵심 CRM 도구가 필요한 소규모 팀 |
| 전문적인 | 사용자당 월 49달러 | Dashboards and third-party apps |
| 기업 | 사용자당 월 99달러 | Full access for larger organizations |
Pricing verified January 2026.
무료 체험: Yes. Insightly starts new users on a free trial before any paid plan.
환불 보장: Insightly bills annually with no fixed refund window advertised.
📌 메모: Insightly Marketing and Insightly Service follow the same three-tier pricing. Other Insightly products can raise your total cost.
⚠️ 경고: 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.
Insightly의 주요 이점
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 조종사: 그만큼 AI 비서 summarizes emails and speeds up data retrieval. It cuts routine task management work.
- AppConnect 연동: 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.
우리 팀이 발견한 점
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.
Insightly의 장점 및 단점
✅ 장점
- 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
❌ 단점
- Enterprise tier costs nearly double Zoho CRM
- Fewer deep features than Zoho CRM
- Custom workflow options lag some rivals
기능 비교
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.
| 특징 | 구리 CRM | 통찰력 있게 |
|---|---|---|
| 시작 가격 | 좌석당 월 9달러 | 사용자당 월 29달러 |
| 무료 플랜 | ❌ (체험판 전용) | ❌ (체험판 전용) |
| Google Workspace 연동 | ✅ 원어민 | ✅ Via connectors |
| 프로젝트 관리 | ✅ 기본 | ✅ 고급 |
| 워크플로 자동화 | ✅ | ✅ |
| AI 어시스턴트 | ❌ | ✅ 부조종사 |
| SOC 2 / GDPR / HIPAA | 부분적 | ✅ 전체 |
| 가장 적합한 대상 | Google Workspace 팀 | CRM plus projects |
1. Google Workspace 통합
구리 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.
통찰력 있게: 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. 연락처 관리
구리 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.
통찰력 있게: 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
구리 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.
통찰력 있게: 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. 워크플로 자동화
구리 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.
통찰력 있게: 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
구리 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.
통찰력 있게: 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
구리 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.
통찰력 있게: 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. 프로젝트 관리
구리 CRM: Copper handles light project work through its pipelines. It is fine for 소규모 사업 follow-up, but it is not a true project management tool.
통찰력 있게: 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. 보고 및 대시보드
구리 CRM: Copper offers custom reporting, so you build your own sales reports from Copper data. It covers the basics that most small businesses need.
통찰력 있게: 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
구리 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.
통찰력 있게: Insightly Service adds ticketing and a knowledge base to the CRM tools. That gives support agents one place to manage requests and reply.
10. 가격 및 비용
요금제를 나란히 비교해 보겠습니다.
| 계획 수준 | 구리 CRM | 통찰력 있게 |
|---|---|---|
| 기입 | Starter $9/seat/mo | Plus $29/user/mo |
| 중간 | Basic $23 / Pro $59 | Professional $49/user/mo |
| 맨 위 | Business $99/seat/mo | Enterprise $99/user/mo |
구리 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.
통찰력 있게: 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.
다양한 시나리오
| 필요하시면 | 선택하다 | 왜 |
|---|---|---|
| Deep Gmail integration | 구리 CRM | Native Google Workspace build |
| CRM plus projects | 통찰력 있게 | Milestones and Gantt charts |
| HIPAA 준수 | 통찰력 있게 | SOC 2, GDPR, HIPAA ready |
| 최저 진입 가격 | 구리 CRM | Starter at $9/seat |
| 초보자에게 친숙한 설정 | 통찰력 있게 | Gentle learning curve |
💰 예산
Copper’s Starter looks cheap, but useful tiers cost more. Insightly starts higher yet bundles project management into the same price.
🔌 사용 중인 기술 스택
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.
📝 귀사의 영업 프로세스
A simple pipeline inside your inbox suits Copper. A sales process that hands off to project delivery suits Insightly.
🎓 귀하의 경험 수준
Both tools are approachable. Google users adopt Copper fast, while Insightly’s gentle learning curve helps new CRM users.
🆓 무료 체험 및 데모
Both offer a free trial with no upfront charge. Test each on a real project before you commit a date to paid billing.
🛟 지원 옵션
Insightly Service adds ticketing and a knowledge base. Copper leans on docs and its friendly API for help.
전환 가이드
이미 이러한 도구 중 하나를 사용하고 계신가요? 전환 시 기대할 수 있는 사항은 다음과 같습니다.
🔄 Switching from Copper CRM to Insightly?
✅ 얻게 될 이점:
- True project management with milestones and Gantt charts
- SOC 2, GDPR, and HIPAA compliance
- AI Copilot and 2,000+ connectors
❌ 잃게 될 것:
- Native, in-inbox Google Workspace integration
- The Chrome extension inside Gmail
- The lowest $9 entry price
📋 전환 방법:
- 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?
✅ 얻게 될 이점:
- CRM functionality inside your Gmail inbox
- Automatic sync of Google Docs, Sheets, and Drive
- Less manual data entry for Google teams
❌ 잃게 될 것:
- Built-in project management and Gantt views
- Full HIPAA and SOC 2 compliance
- The AI Copilot assistant
📋 전환 방법:
- Export leads and records from Insightly
- Set up Copper and install the Chrome extension
- Import contacts and connect your Google Workspace
저희 리뷰에서 다루지 않은 내용
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.
최종 판결
| 범주 | 우승자 |
|---|---|
| 💰 가격 | 구리 CRM |
| 🚀 핵심 기능 | 통찰력 있게 |
| 🔗 구글 연동 | 구리 CRM |
| 📋 프로젝트 관리 | 통찰력 있게 |
| 🔒 규정 준수 | 통찰력 있게 |
| 👶 사용 편의성 | 통찰력 있게 |
| 🏆 종합 우승 | 통찰력 있게 |
🏆 수상자: 인사이트리
Insightly wins 4 of 6 categories.
다음과 같은 경우에 가장 적합합니다: 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.
Copper CRM 비교
Here is how Copper CRM stacks up against other CRM options:
구리가 승리하는 이유는 다음과 같습니다. tighter Gmail workflow, cleaner Google sync, lower entry price
HubSpot이 다음 분야에서 우위를 차지했습니다: free plan, marketing tools depth, bigger app marketplace
구리 CRM 대 세일즈포스
구리가 승리하는 이유는 다음과 같습니다. faster setup, simpler interface, no admin overhead
Salesforce가 다음 분야에서 우위를 점했습니다: enterprise scale, advanced customization, huge integration library
구리 CRM 대 캡슐 CRM
구리가 승리하는 이유는 다음과 같습니다. native Google Workspace build, in-inbox records, website tracking
Capsule wins on: lower cost tiers, simpler contact management, generous free tier
Insightly 비교에서 더 많은 정보
Here is how Insightly stacks up against other CRM tools:
Insightly는 다음 항목에서 우위를 점합니다: built-in project management, faster onboarding, cleaner dashboards
Zoho wins on: deeper feature set, cheaper Enterprise tier, wider module range
통찰력 vs 파이프드라이브
Insightly는 다음 항목에서 우위를 점합니다: project management, AI Copilot, compliance coverage
Pipedrive는 다음 항목에서 승리했습니다: pure sales focus, lower learning curve, visual deal flow
Insightly는 다음 항목에서 우위를 점합니다: lower mid-tier price, tighter project link, 2,000+ connectors
HubSpot이 다음 분야에서 우위를 차지했습니다: free CRM, richer marketing tools, larger knowledge base
자주 묻는 질문
Copper CRM은 무엇에 사용되나요?
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.
Copper CRM의 이전 이름은 무엇인가요?
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 CRM은 HIPAA를 준수합니까?
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.
Insightly는 무엇에 사용되나요?
Insightly is a CRM and project management platform. Teams track sales opportunities, assign tasks, and manage projects in one system with reporting dashboards.
Insightly는 클라우드 기반인가요?
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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