Copper vs Insightly

Detailed side-by-side comparison

Copper

From $9/mo

Copper is a CRM designed specifically for Google Workspace users that automatically captures relationship data from Gmail, Calendar, and other Google apps. It eliminates manual data entry by seamlessly integrating with Google's ecosystem, making it ideal for teams already invested in Google Workspace.

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Insightly

From $29/mo

Insightly is a comprehensive CRM and project management platform built for small to mid-sized businesses that need to manage both customer relationships and project delivery. It combines traditional CRM capabilities like sales pipeline tracking with integrated project management tools in a single unified system.

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Feature Comparison

Feature	Copper	Insightly
Primary Integration Focus	Built exclusively for Google Workspace with native integration and automatic data capture from Gmail, Calendar, and other Google apps	Integrates with both Gmail and Outlook, plus a wide range of popular business tools, offering broader compatibility across different ecosystems
Project Management	Focuses purely on CRM functionality with task and workflow automation, but does not include dedicated project management features	Includes built-in project management capabilities with task assignments, project tracking, and delivery management alongside CRM features
Data Entry and Automation	Automatically captures relationship data from Google Workspace interactions, eliminating most manual data entry for Google users	Requires more manual data entry but offers workflow automation and custom business processes to streamline repetitive tasks
Customization Capabilities	Limited customization options with focus on simplicity and ease of use, which may restrict complex workflow requirements	Flexible customization for fields, workflows, and business processes, allowing for more tailored implementations
Reporting and Analytics	Basic reporting capabilities suitable for standard sales metrics but less robust for advanced analytics needs	Custom reporting and dashboards with more comprehensive analytics options, though advanced features require higher-tier plans
Learning Curve	Minimal training required due to intuitive interface and familiar Google Workspace design patterns	Relatively easy learning curve with intuitive interface, though the broader feature set may require more onboarding time

Pricing Comparison

Copper starts at $9/month, making it significantly more affordable at entry level compared to Insightly's $29/month starting price. However, Insightly includes project management features in its platform that Copper doesn't offer, potentially providing better value for teams needing both CRM and project management capabilities.

Verdict

Choose Copper if...

Choose Copper if you're a Google Workspace-centric organization that wants seamless CRM integration with automatic data capture and minimal manual entry. It's ideal for teams prioritizing simplicity, ease of use, and tight Google ecosystem integration at a lower price point.

Choose Insightly if...

Choose Insightly if you need both CRM and project management capabilities in a single platform, or if your team uses mixed email platforms (Gmail and Outlook). It's better suited for businesses requiring more customization, advanced reporting, and the ability to manage both customer relationships and project delivery together.

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CRM

Pros & Cons

Copper

Pros

+ Seamless integration with Google Workspace eliminates double data entry
+ Intuitive interface requires minimal training
+ Automatic relationship mapping from email interactions
+ Mobile apps for iOS and Android

Cons

- Limited customization compared to enterprise CRM platforms
- Less effective for teams not using Google Workspace
- Reporting capabilities are basic for advanced analytics needs

Insightly

Pros

+ Unified CRM and project management in a single platform
+ Strong integration capabilities with popular business tools
+ Intuitive interface with relatively easy learning curve
+ Flexible customization options for fields and workflows

Cons

- Can become expensive as team size grows
- Advanced features require higher-tier plans
- Mobile app functionality is limited compared to desktop version