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Copper CRM vs Insightly: Which is The Best CRM Tool in 2026?

door | Last updated Jul 6, 2026

Winnaar
Inzichtelijk
4.1
  • Voldoet aan SOC 2, GDPR en HIPAA.
  • 2,000+ AppConnect Connectors
  • AI-copiloot Assistent
  • CRM + Projectmanagement
  • Gantt-diagrammen en Kanban-weergaven
  • Praised by PC Magazine & G2
  • Abonnementen vanaf $29 per gebruiker per maand.
Tweede plaats
Koperen crème
3.5
  • Ontwikkeld voor Google Workspace
  • Works Inside Your Gmail Inbox
  • 30,000+ CRM Customers
  • Chrome-extensie voor Gmail
  • Visueel pijplijnbeheer
  • 14 dagen gratis proefperiode
  • Abonnementen vanaf $9 per gebruiker per maand.

⚡ Kort oordeel:

  • Prijzen: Copper CRM starts at $9/seat/month. Insightly starts at $29/user/month.
  • Het meest geschikt voor: Copper CRM suits Google Workspace teams. Insightly suits teams needing CRM plus project management.
  • Belangrijkste verschil: Copper lives inside your Gmail inbox. Insightly runs as a standalone platform on web and mobile.
  • Onze keuze: Insightly for most users. It rates higher, adds project management, and meets SOC 2, GDPR, and HIPAA standards.
Copper CRM vs Insightly Comparison

Both Copper CRM and Insightly promise to organize your contacts and close more deals.

Maar ze lossen verschillende problemen op voor verschillende 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.

Overzicht

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.

Onze bronnen omvatten gepubliceerde specificaties, documentatie en G2-recensies.

By the end, you will know which sales CRM fits your team.

Wat 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 gegevens ingang.

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 claimt wereldwijd meer dan 30.000 CRM-klanten te hebben, waaronder Google zelf.

Handleiding voor Copper CRM | Hoe Copper CRM te gebruiken voor beginners (2026)

Koper CRM

⭐ 3,5/5 | 💰 Vanaf $9 per stoel per maand

The only CRM made for Google Workspace. Manage leads and deals without leaving your Gmail inbox.

Copper CRM-prijzen

Here is what Copper CRM pricing looks like in 2026. Prices below are per seat, billed annually.

PlanPrijsHet beste voor
Starter$9 per stoel per maandOrganizing contacts only
Basis$23 per stoel per maandKlein bedrijf teams
Professioneel$59 per stoel per maandWerkstroom automatisering en verslaggeving
Bedrijf$99 per stoel per maandEmail sequence and website tracking

Pricing verified January 2026.

Copper CRM-prijzen

Gratis proefperiode: Yes. Copper offers a 14-day free trial with no card charge upfront.

Geld-terug-garantie: Copper does not advertise a standard refund window. Test the trial first.

📌 Opmerking: The Starter plan lacks pipeline functionality. It only organizes contacts. You need Basic or higher to create pipelines.

⚠️ Waarschuwing: 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.

Belangrijkste voordelen van Copper CRM

Here is what makes Copper CRM worth considering:

  • Integratie met 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.
Copper CRM-homepage

Wat ons team opmerkte

Ons schrijver signed up for Copper CRM and spent several days inside the Gmail extension. Here is what stood out:

Persoonlijke ervaring met Copper CRM

Voordelen en nadelen van Copper CRM

✅ Voordelen
  • 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
❌ Nadelen
  • 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

Wat 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.

Insightly CRM-recensie: Beter dan verwacht?

🏆 Winnaar: Insightly

⭐ 4,1/5 | 💰 Vanaf $29/gebruiker/maand

A CRM and project management platform in one. Built for sales teams and marketing teams that want speed and easy customization.

Inzichtelijke prijsstelling

Here is what Insightly pricing looks like in 2026. Each price is per user, billed annually.

PlanPrijsHet beste voor
Plus$29 per gebruiker per maandKleine teams die essentiële CRM-tools nodig hebben
Professioneel$49 per gebruiker per maandDashboards and third-party apps
Onderneming$99 per gebruiker per maandFull access for larger organizations

Pricing verified January 2026.

De belangrijkste voordelen van Insightly

Gratis proefperiode: Yes. Insightly starts new users on a free trial before any paid plan.

Geld-terug-garantie: Insightly bills annually with no fixed refund window advertised.

📌 Opmerking: Insightly Marketing and Insightly Service follow the same three-tier pricing. Other Insightly products can raise your total cost.

⚠️ Waarschuwing: 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.

Belangrijkste voordelen van 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-copiloot: De AI-assistent summarizes emails and speeds up data retrieval. It cuts routine task management work.
  • AppConnect-integraties: 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.
Insightly-homepage

Wat ons team opmerkte

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.

Voor- en nadelen van Insightly

✅ Voordelen
  • 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
❌ Nadelen
  • Enterprise tier costs nearly double Zoho CRM
  • Fewer deep features than Zoho CRM
  • Custom workflow options lag some rivals

Functievergelijking

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.

FunctieKoper CRMInzichtelijk
Startprijs$9 per stoel per maand$29 per gebruiker per maand
Gratis plan❌ (alleen proefversie)❌ (alleen proefversie)
Integratie met Google Workspace✅ Inheems✅ Via connectors
Projectmanagement✅ Basis✅ Geavanceerd
Werkstroomautomatisering
AI-assistent✅ Co-piloot
SOC 2 / GDPR / HIPAAGedeeltelijk✅ Volledig
Het beste voorGoogle Workspace-teamsCRM plus projects

1. Integratie met Google Workspace

Koper 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.

Copper CRM Google Workspace

Inzichtelijk: 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.

Naadloze integraties van Insightly

2. Contactbeheer

Koper 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.

Importeer gegevens voor Copper CRM

Inzichtelijk: 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.

Insightly CRM

3. Pipelines and Deal Tracking

Koper 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.

Koperen CRM-pijpleidingen

Inzichtelijk: Insightly offers customizable pipelines and Kanban views for the sales pipeline. Sales reps track sales opportunities across stages and read a live opportunities dashboard.

Insightly Modern CRM

4. Workflowautomatisering

Koper 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.

Copper CRM Werkstroom creëren

Inzichtelijk: Insightly adds AI Copilot on top of standard workflow automation. It summarizes threads and retrieves data, so managers spend less time on manual updates.

Insightly AI-automatiseringen

5. Email and Templates

Koper 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.

E-mailtemplates voor Copper CRM

Inzichtelijk: 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.

Insightly-e-mail

6. Lead Scoring and Tracking

Koper 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.

Copper CRM Track Lead

Inzichtelijk: 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.

Inzichtelijke organisaties

7. Projectmanagement

Koper CRM: Copper handles light project work through its pipelines. It is fine for kleine onderneming follow-up, but it is not a true project management tool.

Copper CRM Project beheren

Inzichtelijk: 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.

Inzichtelijk projectmanagement

8. Rapportage en dashboards

Koper CRM: Copper offers custom reporting, so you build your own sales reports from Copper data. It covers the basics that most small businesses need.

Verkooprapportage via Copper CRM

Inzichtelijk: Insightly provides deeper reporting and visual dashboards. Professional and Enterprise plans unlock more dashboards to monitor progress and business metrics.

Inzichtelijke rapportage

9. Task Automation and Support

Koper 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.

Geautomatiseerde taken in Copper CRM

Inzichtelijk: Insightly Service adds ticketing and a knowledge base to the CRM tools. That gives support agents one place to manage requests and reply.

Insightly-ondersteuning en ticketing

10. Prijsbepaling en kosten

Laten we de prijsplannen eens naast elkaar vergelijken.

PlanniveauKoper CRMInzichtelijk
InvoerStarter $9/seat/moPlus $29/user/mo
MiddenBasic $23 / Pro $59Professional $49/user/mo
BovenkantBusiness $99/seat/moEnterprise $99/user/mo

Koper 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.

Inzichtelijk: 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.

Verschillende scenario's

Als u het nodig heeft...KiezenWaarom
Deep Gmail integrationKoper CRMNative Google Workspace build
CRM plus projectsInzichtelijkMilestones and Gantt charts
HIPAA-nalevingInzichtelijkSOC 2, GDPR, HIPAA ready
Laagste instapprijsKoper CRMStarter at $9/seat
Beginnersvriendelijke installatieInzichtelijkGentle learning curve

💰 Jouw budget

Copper’s Starter looks cheap, but useful tiers cost more. Insightly starts higher yet bundles project management into the same price.

🔌 Jouw technologie-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.

📝 Jouw verkoopproces

A simple pipeline inside your inbox suits Copper. A sales process that hands off to project delivery suits Insightly.

🎓 Jouw ervaringsniveau

Both tools are approachable. Google users adopt Copper fast, while Insightly’s gentle learning curve helps new CRM users.

🆓 Gratis proefversies en demo's

Both offer a free trial with no upfront charge. Test each on a real project before you commit a date to paid billing.

🛟 Ondersteuningsopties

Insightly Service adds ticketing and a knowledge base. Copper leans on docs and its friendly API for help.

Overstaphandleiding

Gebruik je al een van deze tools? Dit kun je verwachten als je overstapt.

🔄 Switching from Copper CRM to Insightly?

✅ Wat je eraan hebt:

  • True project management with milestones and Gantt charts
  • SOC 2, GDPR, and HIPAA compliance
  • AI Copilot and 2,000+ connectors

❌ Wat je verliest:

  • Native, in-inbox Google Workspace integration
  • The Chrome extension inside Gmail
  • The lowest $9 entry price

📋 Zo schakel je over:

  1. Export contacts and pipelines from Copper as CSV
  2. Create an Insightly account and pick a plan
  3. Import your data and rebuild your pipeline stages
🔄 Switching from Insightly to Copper CRM?

✅ Wat je eraan hebt:

  • CRM functionality inside your Gmail inbox
  • Automatic sync of Google Docs, Sheets, and Drive
  • Less manual data entry for Google teams

❌ Wat je verliest:

  • Built-in project management and Gantt views
  • Full HIPAA and SOC 2 compliance
  • The AI Copilot assistant

📋 Zo schakel je over:

  1. Export leads and records from Insightly
  2. Set up Copper and install the Chrome extension
  3. Import contacts and connect your Google Workspace

Wat onze recensie niet behandelde

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.

Eindconclusie

CategorieWinnaar
💰 PrijzenKoper CRM
🚀 KernfunctiesInzichtelijk
🔗 Google-integratieKoper CRM
📋 ProjectmanagementInzichtelijk
🔒 NalevingInzichtelijk
👶 GebruiksgemakInzichtelijk
🏆 Algemene winnaarInzichtelijk

🏆 WINNAAR: INSIGHTLY

Insightly wins 4 of 6 categories.

Het meest geschikt voor: 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.

Meer informatie over Copper CRM vergeleken

Here is how Copper CRM stacks up against other CRM options:

Copper CRM versus HubSpot

Koper wint op: tighter Gmail workflow, cleaner Google sync, lower entry price

HubSpot wint op de volgende punten: free plan, marketing tools depth, bigger app marketplace

Copper CRM versus Salesforce

Koper wint op: faster setup, simpler interface, no admin overhead

Salesforce wint op de volgende punten: enterprise scale, advanced customization, huge integration library

Copper CRM versus Capsule CRM

Koper wint op: native Google Workspace build, in-inbox records, website tracking

Capsule wins on: lower cost tiers, simpler contact management, generous free tier

Meer van Insightly vergeleken

Here is how Insightly stacks up against other CRM tools:

Insightly versus Zoho CRM

Insightly wint op de volgende punten: built-in project management, faster onboarding, cleaner dashboards

Zoho wins on: deeper feature set, cheaper Enterprise tier, wider module range

Inzichtelijk versus Pijpleiding

Insightly wint op de volgende punten: project management, AI Copilot, compliance coverage

Pipedrive wint op: pure sales focus, lower learning curve, visual deal flow

Insightly versus HubSpot

Insightly wint op de volgende punten: lower mid-tier price, tighter project link, 2,000+ connectors

HubSpot wint op de volgende punten: free CRM, richer marketing tools, larger knowledge base

Veelgestelde vragen

Waarvoor wordt Copper CRM gebruikt?

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.

Wat is de oude naam van 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.

Voldoet Copper CRM aan de HIPAA-regelgeving?

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.

Waarvoor wordt Insightly gebruikt?

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 cloudgebaseerd?

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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