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 делать your sales soar.
Обзор
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 бизнес workflows, to give you a true picture of their strengths and weaknesses.
Want a CRM that seamlessly integrates with your Google apps? Experience a smoother workflow!
Цены: It has a free trial. The premium plan starts at $9/month.
Основные характеристики:
- Google Workspace Integration
- Contact Management
- Pipeline Management
Need a CRM that goes beyond sales with robust project management tools? Insightly’s got you covered.
Цены: It has a free trial. The premium plan starts at $29/month.
Основные характеристики:
- Управление проектом
- Workflow Automation
- Relationship Linking
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.
Также изучите наши любимые Copper alternatives…
Наше мнение
Stop wasting 10 hours a week on manual data entry! Copper CRM software automates your sales process and integrates seamlessly with Google Workspace.
Основные преимущества
Copper CRM excels in simplicity and integration. Here’s what makes it stand out:
- Effortless Google Workspace integration: Manage your contacts, deals, and projects without leaving your Gmail inbox.
- Интуитивно понятный интерфейс: Copper is easy to navigate, even for CRM beginners.
- Визуальное управление конвейером: Get a clear view of your sales process and track deals with ease.
- Automated data entry: Copper automatically captures contact information from emails and other interactions, saving time and effort.
Цены
Все цены будут выставлены на ежегодную оплату.
- Стартер: 9 долл. США/место/месяц.
- Базовый: $23/seat/month.
- Профессиональный: $59/seat/month.
- Бизнес: $99/seat/month.
Плюсы
Минусы
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.
Также изучите наши любимые Insightly alternatives…
Наше мнение
Insightly — надежный выбор для компаний, которым нужна масштабируемая CRM-система с возможностями управления проектами.
Основные преимущества
- Масштабируемость для роста: Адаптируйте платформу по мере расширения вашего бизнеса.
- Возможности управления проектами: Организуйте и следите за ходом своих проектов.
- Настраиваемые панели мониторинга и отчеты: Получите информацию, необходимую для принятия обоснованных решений.
- Интеграции с популярными приложениями: Подключитесь к своим любимым бизнес-инструментам.
Цены
- Плюс: 29 долл. США/пользователь/месяц.
- Профессиональный: 49 долл. США/пользователь/месяц.
- Предприятие: 99 долл. США/пользователь/месяц.
Плюсы
Минусы
Сравнение характеристик
Let’s dive into the core features of these two CRM software options.
This detailed comparison will help you see how each tool excels, covering everything from contact management to workflow автоматизация.
1. Contact Management
- Copper CRM: Highly effective for managing new contacts and existing clients. It pulls данные directly from your Gmail inbox and Google Calendar, minimizing manual data entry.
- Проницательный: Offers robust contact management and the ability to link contacts to companies and projects. It’s built for tracking complex relationships.
2. Google Workspace Integration
- Copper CRM: Built from the ground up to be a Gmail extension and work with Google products like Google Sheets and Google Drive (formerly G Suite). Copper’s integration is its strongest asset.
- Проницательный: It integrates with Google, but not as deeply as Copper.5 It can sync with your Google Calendar, but the experience is less seamless.
3. Sales Pipeline Management
- Copper CRM: Allows you to create pipelines and track sales opportunities using a visual interface. It supports multiple pipelines for different processes.
- Проницательный: Features customizable sales pipeline views and an opportunities dashboard. It offers more control over stages and reporting.
4. Workflow Automation
- Copper CRM: Offers basic features to automate tasks, but has limited features compared to Insightly. You can set up simple rules.
- Проницательный: Provides powerful workflow automation and advanced capabilities. You can automate lead routing, scheduling, and follow-up sequences.
5. Email and Communication
- Copper CRM: Great for automated emails and using email templates directly within Gmail. It keeps communications organized in your Gmail входящие.
- Проницательный: Offers features like bulk emails, email templates, and the ability to schedule emails. It’s often used by marketing teams alongside Insightly marketing.
6. Lead Management and Scoring
- Copper CRM: It provides simple lead tracking but lacks the advanced features found in other other crm tools.
- Проницательный: Includes strong lead scoring and routing tools, helping sales reps prioritize new lead entries efficiently.
7. Pricing Structure
- Copper CRM: Offers a starter plan, a professional plan, and a business tier. You can pay yearly or pay monthly. Check the copper crm pricing page for current details.
- Проницательный: Insightly starts at a similar price point but its upper tiers add more functionality for sales teams and service. It also has separate insightly service products.
8. Reporting and Analytics
- Copper CRM: Easy to use for tracking sales opportunities and basic reporting on your pipeline. It focuses on quickly showing your progress.
- Проницательный: Provides more detailed reports, customizable dashboards, and deeper analysis, giving you better insight into your data.
9. Ease of Use and Interface
- Copper CRM: Highly praised by a малый бизнес for its ease of use due to the chrome extension and familiar look of google products.
- Проницательный: While powerful, its interface can be complex due to its vast functionality. It is still a modern crm teams love but takes more time to master.
What to Look For When Choosing The Right CRM Tool?
- Основные функции: Does it offer strong sales CRM features like task management? Look beyond basic features to ensure it can assign tasks to every team member.
- User Adoption and Access: Is it easy for your entire sales team to use on the web, mobile app, and other устройства? Quick access for all users is essential for high productivity.
- Pricing Clarity: How are the costs structured? Check if it is paid monthly or billed annually. Watch out for hidden add-ons and other CRM products within the suite (like Insightly products or other Insightly products).
- Integrations and Ecosystem: How well does it work with the tools you already use, such as Gmail and Google Calendar or Google Docs?
- Scalability and Customization: Can the account managers and organization easily customize fields and monitor performance? Will it still fit your малый бизнес as you grow?
- Advanced Tools: Does it offer website tracking and the ability to send an email sequence? Can you easily track performance and key records?
- Support and Knowledge: Does the vendor provide a clear knowledge base, training, and good solutions? Some platforms, like the one reviewed by PC Magazine, offer better support than others.
- Data Entry and Updates: Can you input tasks directly and quickly add a business card photo? Does the system help prevent duplicate data?
- Development and Reviews: Is there a recent review available, and has the company released a new version or new services recently?
진행률 표시줄 레이블
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 Pipedrive: Copper CRM excels in Google Workspace integration and contact management, while Pipedrive focuses on visual sales pipeline management for sales-driven organizations.
- Copper vs GoHighLevel: Copper is best for teams using Google. It is simple to use and built right into Gmail. GoHighLevel is a bigger tool for marketing agency needs. It has more powerful automation and can manage multiple clients.
- 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 против 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 Insightly: Copper CRM focuses on Google Workspace integration and intuitive sales pipelines, while Insightly offers a broader CRM with project management and advanced workflow automation.
- 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 Pipedrive: Insightly focuses on CRM with integrated project management; Pipedrive specializes in visual sales pipeline management, often preferred by sales-centric teams.
- Insightly vs GoHighLevel: Insightly is great for combining CRM with project management. It helps track sales and projects together. GoHighLevel is an all-in-one platform for marketing agency needs. It offers strong marketing and sales automation tools and can manage multiple clients.
- 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.
Часто задаваемые вопросы
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.
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