⚡ Veredito rápido:
- Preços: Copper CRM starts at $9/seat/month. Insightly starts at $29/user/month.
- Ideal para: Copper CRM suits Google Workspace teams. Insightly suits teams needing CRM plus project management.
- Principal diferença: Copper lives inside your Gmail inbox. Insightly runs as a standalone platform on web and mobile.
- Nossa escolha: Insightly for most users. It rates higher, adds project management, and meets SOC 2, GDPR, and HIPAA standards.
Both Copper CRM and Insightly promise to organize your contacts and close more deals.
Mas elas resolvem problemas diferentes para equipes diferentes.
Copper CRM lives inside Google Workspace and your Gmail inbox.
Insightly is a standalone CRM software that pairs sales with project management.
This guide breaks down pricing, features, and the sales process fit for each.
Visão geral
This Copper CRM vs Insightly comparison covers pricing, core features, and ease of use.
We also break down who each customer relationship management tool works best for.
Nossas fontes incluem especificações publicadas, documentação e avaliações do G2.
By the end, you will know which sales CRM fits your team.
O que é o Copper CRM?
Copper CRM is a sales CRM built for Google Workspace users.
It launched in 2012 as a Gmail extension to cut manual dados entrada.
Over time it grew into a full customer relationship management tool.
A Chrome extension puts CRM functionality right inside your Gmail inbox.
Copper’s integration syncs emails, meetings, and contact data from Google apps.
A Copper afirma ter mais de 30.000 clientes de CRM em todo o mundo, incluindo o próprio Google.
CRM de cobre
The only CRM made for Google Workspace. Manage leads and deals without leaving your Gmail inbox.
Preços do CRM em cobre
Here is what Copper CRM pricing looks like in 2026. Prices below are per seat, billed annually.
| Plano | Preço | Ideal para |
|---|---|---|
| Iniciante | US$ 9 por assento por mês | Organizing contacts only |
| Básico | US$ 23 por assento por mês | Pequena empresa equipes |
| Profissional | US$ 59 por assento por mês | Fluxo de trabalho automação e relatórios |
| Negócios | US$ 99 por assento por mês | Email sequence and website tracking |
Pricing verified January 2026.
Teste grátis: Yes. Copper offers a 14-day free trial with no card charge upfront.
Garantia de reembolso: Copper does not advertise a standard refund window. Test the trial first.
📌 Observação: The Starter plan lacks pipeline functionality. It only organizes contacts. You need Basic or higher to create pipelines.
⚠️ Aviso: 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.
Principais benefícios do CRM em cobre
Here is what makes Copper CRM worth considering:
- Integração com o 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.
O que nossa equipe observou
Nosso escritor signed up for Copper CRM and spent several days inside the Gmail extension. Here is what stood out:
Vantagens e Desvantagens do Copper CRM
✅ Prós
- 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
❌ Contras
- 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
O que é o 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.
🏆 Vencedor: Insightly
A CRM and project management platform in one. Built for sales teams and marketing teams that want speed and easy customization.
Preços Insightly
Here is what Insightly pricing looks like in 2026. Each price is per user, billed annually.
| Plano | Preço | Ideal para |
|---|---|---|
| Mais | US$ 29 por usuário por mês | Equipes pequenas que precisam de ferramentas essenciais de CRM |
| Profissional | US$ 49 por usuário por mês | Dashboards and third-party apps |
| Empresa | US$ 99 por usuário por mês | Full access for larger organizations |
Pricing verified January 2026.
Teste grátis: Yes. Insightly starts new users on a free trial before any paid plan.
Garantia de reembolso: Insightly bills annually with no fixed refund window advertised.
📌 Observação: Insightly Marketing and Insightly Service follow the same three-tier pricing. Other Insightly products can raise your total cost.
⚠️ Aviso: 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.
Principais benefícios do 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.
- Copiloto de IA: O assistente de IA summarizes emails and speeds up data retrieval. It cuts routine task management work.
- Integrações do 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.
O que nossa equipe observou
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.
Vantagens e Desvantagens do Insightly
✅ Prós
- 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
❌ Contras
- Enterprise tier costs nearly double Zoho CRM
- Fewer deep features than Zoho CRM
- Custom workflow options lag some rivals
Comparação de recursos
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.
| Recurso | CRM de cobre | Perspicazmente |
|---|---|---|
| Preço inicial | US$ 9 por assento por mês | US$ 29 por usuário por mês |
| Plano Gratuito | ❌ (somente para teste) | ❌ (somente para teste) |
| Integração com o Google Workspace | ✅ Nativo | ✅ Via connectors |
| Gerenciamento de projetos | ✅ Básico | ✅ Avançado |
| Automação de fluxo de trabalho | ✅ | ✅ |
| Assistente de IA | ❌ | ✅ Copilot |
| SOC 2 / GDPR / HIPAA | Parcial | ✅ Completo |
| Ideal para | Equipes do Google Workspace | CRM plus projects |
1. Integração com o Google Workspace
CRM em cobre: 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.
Perspicaz: 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. Gestão de Contatos
CRM em cobre: 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.
Perspicaz: 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 em cobre: 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.
Perspicaz: 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. Automação de fluxo de trabalho
CRM em cobre: 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.
Perspicaz: 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 em cobre: 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.
Perspicaz: 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 em cobre: Copper includes lead scoring plus website tracking that logs email opens and clicks. This helps sales reps spot which leads are warm and ready.
Perspicaz: 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. Gestão de Projetos
CRM em cobre: Copper handles light project work through its pipelines. It is fine for pequenas empresas follow-up, but it is not a true project management tool.
Perspicaz: 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. Relatórios e Painéis de Controle
CRM em cobre: Copper offers custom reporting, so you build your own sales reports from Copper data. It covers the basics that most small businesses need.
Perspicaz: 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 em cobre: Copper automates routine tasks and logs calls and texts through its mobile app. Support docs and the friendly API help teams build add ons.
Perspicaz: Insightly Service adds ticketing and a knowledge base to the CRM tools. That gives support agents one place to manage requests and reply.
10. Preços e Custos
Vamos comparar os planos de preços lado a lado.
| Nível do Plano | CRM de cobre | Perspicazmente |
|---|---|---|
| Entrada | Starter $9/seat/mo | Plus $29/user/mo |
| Meio | Basic $23 / Pro $59 | Professional $49/user/mo |
| Principal | Business $99/seat/mo | Enterprise $99/user/mo |
CRM em cobre: 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.
Perspicaz: 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.
Diferentes cenários
| Se você precisar | Escolher | Por que |
|---|---|---|
| Deep Gmail integration | CRM de cobre | Native Google Workspace build |
| CRM plus projects | Perspicazmente | Milestones and Gantt charts |
| Conformidade com a HIPAA | Perspicazmente | SOC 2, GDPR, HIPAA ready |
| Preço de entrada mais baixo | CRM de cobre | Starter at $9/seat |
| Configuração fácil para iniciantes | Perspicazmente | Gentle learning curve |
💰 Seu orçamento
Copper’s Starter looks cheap, but useful tiers cost more. Insightly starts higher yet bundles project management into the same price.
🔌 Seu conjunto de tecnologias
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.
📝 Seu Processo de Vendas
A simple pipeline inside your inbox suits Copper. A sales process that hands off to project delivery suits Insightly.
🎓 Seu nível de experiência
Both tools are approachable. Google users adopt Copper fast, while Insightly’s gentle learning curve helps new CRM users.
🆓 Testes e demonstrações grátis
Both offer a free trial with no upfront charge. Test each on a real project before you commit a date to paid billing.
🛟 Opções de suporte
Insightly Service adds ticketing and a knowledge base. Copper leans on docs and its friendly API for help.
Guia de Troca
Já utiliza alguma dessas ferramentas? Veja o que esperar se você mudar.
🔄 Switching from Copper CRM to Insightly?
✅ O que você vai ganhar:
- True project management with milestones and Gantt charts
- SOC 2, GDPR, and HIPAA compliance
- AI Copilot and 2,000+ connectors
❌ O que você perderá:
- Native, in-inbox Google Workspace integration
- The Chrome extension inside Gmail
- The lowest $9 entry price
📋 Como mudar:
- 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?
✅ O que você vai ganhar:
- CRM functionality inside your Gmail inbox
- Automatic sync of Google Docs, Sheets, and Drive
- Less manual data entry for Google teams
❌ O que você perderá:
- Built-in project management and Gantt views
- Full HIPAA and SOC 2 compliance
- The AI Copilot assistant
📋 Como mudar:
- Export leads and records from Insightly
- Set up Copper and install the Chrome extension
- Import contacts and connect your Google Workspace
O que nossa avaliação não abordou
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.
Veredicto final
| Categoria | Ganhador |
|---|---|
| 💰 Preços | CRM de cobre |
| 🚀 Principais funcionalidades | Perspicazmente |
| 🔗 Integração com o Google | CRM de cobre |
| 📋 Gestão de Projetos | Perspicazmente |
| 🔒 Conformidade | Perspicazmente |
| 👶 Facilidade de uso | Perspicazmente |
| 🏆 Vencedor Geral | Perspicazmente |
🏆 VENCEDOR: INSIGHTLY
Insightly wins 4 of 6 categories.
Ideal para: 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.
Mais comparações do Copper CRM
Here is how Copper CRM stacks up against other CRM options:
Copper vence em: tighter Gmail workflow, cleaner Google sync, lower entry price
A HubSpot vence em: free plan, marketing tools depth, bigger app marketplace
CRM de cobre vs. Salesforce
Copper vence em: faster setup, simpler interface, no admin overhead
A Salesforce se destaca em: enterprise scale, advanced customization, huge integration library
CRM de cobre vs. CRM Cápsula
Copper vence em: native Google Workspace build, in-inbox records, website tracking
Capsule wins on: lower cost tiers, simpler contact management, generous free tier
Mais comparações da Insightly
Here is how Insightly stacks up against other CRM tools:
O Insightly vence em: built-in project management, faster onboarding, cleaner dashboards
Zoho wins on: deeper feature set, cheaper Enterprise tier, wider module range
Insightly vs Pipedrive
O Insightly vence em: project management, AI Copilot, compliance coverage
Pipedrive vence em: pure sales focus, lower learning curve, visual deal flow
O Insightly vence em: lower mid-tier price, tighter project link, 2,000+ connectors
A HubSpot vence em: free CRM, richer marketing tools, larger knowledge base
Perguntas frequentes
Para que serve o 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 é o nome antigo do 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.
O Copper CRM está em conformidade com a 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.
Para que serve o Insightly?
Insightly is a CRM and project management platform. Teams track sales opportunities, assign tasks, and manage projects in one system with reporting dashboards.
O Insightly é baseado na nuvem?
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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