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

tarafından | Last updated Jul 6, 2026

Kazanan
Anlayışlı
4.1
  • SOC 2, GDPR ve HIPAA uyumlu
  • 2,000+ AppConnect Connectors
  • Yapay Zeka Yardımcı Pilotu Asistan
  • CRM Sınırsız Kullanıcı (Ücretsiz Plan)
  • Gantt Grafikleri ve Kanban Görünümleri
  • Praised by PC Magazine & G2
  • Planlar kullanıcı başına aylık 29$'dan başlıyor.
İkinci
Bakır krem
3.5
  • Tableau Analytics Entegrasyonu
  • Works Inside Your Gmail Gelen Kutusu
  • 30,000+ CRM Customers
  • Gmail için Chrome Eklentisi
  • Görsel Boru Hattı Yönetimi
  • 14 Günlük Ücretsiz Deneme
  • Paketler kişi başı aylık 9$'dan başlıyor.

⚡ Quick Verdict:

  • Fiyatlandırma: Copper CRM starts at $9/seat/month. Insightly starts at $29/user/month.
  • En uygun kullanım alanı: Copper CRM suits Google Workspace teams. Insightly suits teams needing CRM plus project management.
  • Temel fark: Copper lives inside your Gmail inbox. Insightly runs as a standalone platform on web and mobile.
  • Our pick: 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.

But they solve different problems for different 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.

Genel Bakış

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.

Our sources include published specs, documentation, and G2 reviews.

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

Bakır CRM nedir?

Copper CRM is a sales CRM built for Google Workspace users.

It launched in 2012 as a Gmail extension to cut manual veri giriş.

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, Google da dahil olmak üzere dünya çapında 30.000'den fazla CRM müşterisine sahip olduğunu iddia ediyor.

Copper CRM Eğitimi | Yeni Başlayanlar İçin Copper CRM Nasıl Kullanılır (2026)

Bakır CRM

Eğer ekibiniz Gmail'in içinde yaşıyorsa, Copper CRM bulabileceğiniz en doğal çözümdür.

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

Bakır CRM Fiyatlandırması

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

PlanFiyatEn İyisi İçin
BaşlangıçKoltuk başına aylık 9 dolarOrganizing contacts only
TemelKoltuk başına aylık 23 dolarKüçük işletme takımlar
ProfesyonelKoltuk başına aylık 59 dolarİş Akışı otomasyon ve raporlama
İşletme99$/kişi/ayEmail sequence and website tracking

Pricing verified January 2026.

Bakır CRM Fiyatlandırması

Ücretsiz deneme sürümü: Yes. Copper offers a 14-day free trial with no card charge upfront.

Para iade garantisi: Copper does not advertise a standard refund window. Test the trial first.

📌 Not: The Starter plan lacks pipeline functionality. It only organizes contacts. You need Basic or higher to create pipelines.

⚠️ Uyarı: 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.

Bakır CRM'nin Başlıca Faydaları

Here is what makes Copper CRM worth considering:

  • Google Workspace entegrasyonu: 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.
Bakır CRM Ana Sayfası

What Our Team Noticed

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

Copper CRM Kişisel Deneyimi

Bakır CRM'nin Artıları ve Eksileri

✅ Artıları
  • 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
❌ Dezavantajlar
  • 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

Insightly nedir?

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 İncelemesi: Beklediğimden Daha İyi mi?

🏆 Kazanan: Insightly

⭐ 4.1/5 | 💰 Kullanıcı başına aylık 29$'dan başlayan fiyatlarla

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

Bilgilendirici Fiyatlandırma

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

PlanFiyatEn İyisi İçin
Artı29$/kullanıcı/ayTemel CRM araçlarına ihtiyaç duyan küçük ekipler
Profesyonel49$/kullanıcı/ayDashboards and third-party apps
Girişim99$/kullanıcı/ayFull access for larger organizations

Pricing verified January 2026.

Insightly'nin En Önemli Faydaları

Ücretsiz deneme sürümü: Yes. Insightly starts new users on a free trial before any paid plan.

Para iade garantisi: Insightly bills annually with no fixed refund window advertised.

📌 Not: Insightly Marketing and Insightly Service follow the same three-tier pricing. Other Insightly products can raise your total cost.

⚠️ Uyarı: 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.

Inightly'nin Başlıca Faydaları

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.
  • Yapay Zeka Yardımcı Pilotu: O Yapay zeka asistanı summarizes emails and speeds up data retrieval. It cuts routine task management work.
  • AppConnect integrations: 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 Ana Sayfası

What Our Team Noticed

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.

Insightly'nin Artıları ve Eksileri

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

Özellik Karşılaştırması

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.

ÖzellikBakır CRMAnlayışlı
Başlangıç ​​FiyatıKoltuk başına aylık 9 dolar29$/kullanıcı/ay
Ücretsiz Plan❌ (trial only)❌ (trial only)
Google Workspace Entegrasyonu✅ Yerli✅ Via connectors
Proje Yönetimi✅ Temel✅ Gelişmiş
İş Akışı Otomasyonu
Yapay Zeka Asistanı✅ Yardımcı Pilot
SOC 2 / GDPR / HIPAAKısmi✅ Tamamı
En İyisi İçinGoogle Workspace ekipleriCRM plus projects

1. Google Workspace Entegrasyonu

Bakır 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

Anlayışlı bir şekilde: 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.

Anlayışlı ve Kusursuz Entegrasyonlar

2. İletişim Yönetimi

Bakır 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.

Copper CRM Veri İthalatı

Anlayışlı bir şekilde: 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

Bakır 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.

Bakır CRM Boru Hatları

Anlayışlı bir şekilde: 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. İş Akışı Otomasyonu

Bakır 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 İş Akışı Oluşturma

Anlayışlı bir şekilde: 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 Yapay Zeka Otomasyonları

5. Email and Templates

Bakır 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.

Bakır CRM E-posta Şablonları

Anlayışlı bir şekilde: 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-postası

6. Lead Scoring and Tracking

Bakır 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.

Bakır CRM Takip Lideri

Anlayışlı bir şekilde: 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.

Insightly Kuruluşları

7. Proje Yönetimi

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

Copper CRM Proje Yönetimi

Anlayışlı bir şekilde: 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.

Insightly Proje Yönetimi

8. Raporlama ve Gösterge Panelleri

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

Bakır CRM Satış Raporlaması

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

İçgörülü Raporlama

9. Task Automation and Support

Bakır 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.

Copper CRM Otomatik Görevler

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

Insightly Destek ve Biletleme

10. Fiyatlandırma ve Maliyet

Fiyatlandırma planlarını yan yana karşılaştıralım.

Plan SeviyesiBakır CRMAnlayışlı
GirişStarter $9/seat/moPlus $29/user/mo
OrtaBasic $23 / Pro $59Professional $49/user/mo
TepeBusiness $99/seat/moEnterprise $99/user/mo

Bakır 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.

Anlayışlı bir şekilde: 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.

Farklı Senaryolar

İhtiyacınız varsa...SeçmekNeden
Deep Gmail integrationBakır CRMNative Google Workspace build
CRM plus projectsAnlayışlıMilestones and Gantt charts
HIPAA uyumluluğuAnlayışlıSOC 2, GDPR, HIPAA ready
En düşük giriş fiyatıBakır CRMStarter at $9/seat
Yeni başlayanlar için uygun kurulumAnlayışlıGentle learning curve

💰 Bütçeniz

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

🔌 Teknoloji Altyapınız

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.

📝 Satış Süreciniz

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

🎓 Deneyim Seviyeniz

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

🆓 Ücretsiz Deneme Sürümleri ve Demolar

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

🛟 Destek Seçenekleri

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

Geçiş Kılavuzu

Bu araçlardan birini zaten kullanıyor musunuz? Geçiş yaparsanız neler beklemeniz gerektiği aşağıda açıklanmıştır.

🔄 Switching from Copper CRM to Insightly?

✅ Kazanacaklarınız:

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

❌ Kaybedecekleriniz:

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

📋 Nasıl geçiş yapılır:

  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?

✅ Kazanacaklarınız:

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

❌ Kaybedecekleriniz:

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

📋 Nasıl geçiş yapılır:

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

What Our Review Didn’t Cover

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.

Nihai Karar

KategoriKazanan
💰 FiyatlandırmaBakır CRM
🚀 Temel ÖzelliklerAnlayışlı
🔗 Google EntegrasyonuBakır CRM
📋 Proje YönetimiAnlayışlı
🔒 UyumlulukAnlayışlı
👶 Kullanım KolaylığıAnlayışlı
🏆 Genel KazananAnlayışlı

🏆 KAZANAN: INSIGHTLY

Insightly wins 4 of 6 categories.

En uygun kullanım alanı: 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.

Bakır CRM'nin karşılaştırılması

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

Copper CRM ve HubSpot karşılaştırması

Bakır şu konularda üstünlük sağlıyor: tighter Gmail workflow, cleaner Google sync, lower entry price

HubSpot şu konularda öne çıkıyor: free plan, marketing tools depth, bigger app marketplace

uygun fiyatlandırma, daha kolay işe alım Salesforce

Bakır şu konularda üstünlük sağlıyor: faster setup, simpler interface, no admin overhead

Salesforce şu konularda üstünlük sağladı: enterprise scale, advanced customization, huge integration library

uygun fiyatlandırma, daha kolay işe alım Kapsül CRM

Bakır şu konularda üstünlük sağlıyor: native Google Workspace build, in-inbox records, website tracking

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

Insightly'nin Karşılaştırmalı Özelliklerinden Daha Fazlası

Here is how Insightly stacks up against other CRM tools:

Inightly vs Zoho CRM

Insightly şu konularda öne çıkıyor: built-in project management, faster onboarding, cleaner dashboards

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

Insightly vs Pipedrive

Insightly şu konularda öne çıkıyor: project management, AI Copilot, compliance coverage

Pipedrive şu konularda galip geldi: pure sales focus, lower learning curve, visual deal flow

Inightly ve HubSpot karşılaştırması

Insightly şu konularda öne çıkıyor: lower mid-tier price, tighter project link, 2,000+ connectors

HubSpot şu konularda öne çıkıyor: free CRM, richer marketing tools, larger knowledge base

Sıkça Sorulan Sorular

Bakır CRM ne için kullanılır?

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 CRM'nin eski adı nedir?

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, HIPAA uyumlu mu?

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.

Insightly ne için kullanılır?

Insightly is a CRM and project management platform. Teams track sales opportunities, assign tasks, and manage projects in one system with reporting dashboards.

Insightly bulut tabanlı mı?

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.

Fahim Joharder, Kurucu

Fahim Joharder, Kurucu

900'den fazla yapay zeka aracı test edildi. Aylık 250.000'den fazla okuyucu.

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