Insightly CRM vs Copper CRM (2024 Comparison)
Insightly CRM offers a comprehensive suite of tools for managing customer relationships, projects, and workflows. Its competitive pricing and robust features make it an excellent choice for small to medium-sized businesses.
- Comprehensive project management features
- Strong workflow automation tools
- Competitive pricing for small businesses
- Learning curve for new users
- Limited Google Workspace integration
Free plan?
YesStarting price
$29 per user / month
Copper CRM provides seamless integration with Google Workspace, offering a user-friendly interface and excellent contact management. It's an ideal choice for teams that rely heavily on Google tools.
- Seamless Google Workspace integration
- Excellent contact management
- User-friendly interface
- Higher pricing for advanced features
- Limited project management capabilities
Free plan?
YesStarting price
$9 per seat, per monthWhat is Insightly CRM?
Insightly CRM is a powerful tool designed to help businesses manage their customer relationships effectively. It offers a range of features including project management, workflow automation, and detailed reporting. With Insightly, you can streamline your sales processes, improve customer interactions, and gain valuable insights into your business operations. It's particularly beneficial for small to medium-sized businesses looking to enhance their customer engagement and drive growth.
What is Copper CRM?
Copper CRM is a user-friendly customer relationship management tool that integrates seamlessly with Google Workspace. It helps businesses manage their contacts, track sales opportunities, and automate repetitive tasks. Copper CRM is ideal for teams that rely heavily on Google tools, offering a familiar interface and easy integration. It simplifies the sales process, allowing you to focus on building relationships and closing deals.
Pros and Cons of Insightly CRM vs Copper CRM
Pros & Cons of Insightly CRM
- Insightly CRM offers a wide range of project management tools that help businesses track tasks, set deadlines, and manage resources effectively. This feature is particularly beneficial for businesses that need to coordinate multiple projects simultaneously.
- With Insightly CRM, you can automate repetitive tasks and streamline business processes, improving efficiency and productivity. This feature is ideal for businesses looking to reduce manual work and focus on more strategic activities.
- Insightly CRM offers a range of pricing plans that cater to small to medium-sized businesses, providing excellent value for money. Its comprehensive feature set and affordable pricing make it an attractive option for budget-conscious businesses.
- While Insightly CRM offers a wide range of features, new users may find it challenging to navigate the platform initially. It may take some time to fully understand and utilize all the available tools and functionalities.
- Insightly CRM offers integrations with various tools, but its integration with Google Workspace is not as seamless as Copper CRM's. This may be a drawback for teams that rely heavily on Google tools for their daily operations.
Pros & Cons of Copper CRM
- Copper CRM offers seamless integration with Google Workspace, making it an ideal choice for teams that rely heavily on Google tools. This integration enhances productivity and collaboration, providing a familiar interface for users.
- Copper CRM excels in contact management, providing a seamless experience for managing and organizing contacts. Its integration with Google Workspace enhances this feature, making it easy to sync contacts across platforms.
- Copper CRM offers an intuitive and user-friendly interface, making it easy for users to navigate and utilize the platform. This feature is particularly beneficial for teams that value simplicity and ease of use.
- Copper CRM offers a range of pricing plans, but its advanced features come at a higher cost. This may be a drawback for budget-conscious businesses looking for a more affordable CRM solution.
- While Copper CRM offers basic project management capabilities, its focus is more on contact and sales management. Businesses that require robust project management tools may find Copper CRM's offerings limited.
Insightly CRM vs Copper CRM: At A Glance
Insightly CRM vs Copper CRM: A Detailed Breakdown of Key Features
Project Management
Insightly CRM excels in project management, offering tools that allow you to track tasks, set deadlines, and manage resources effectively. This feature is particularly beneficial for businesses that need to coordinate multiple projects simultaneously. Copper CRM, while offering basic project management capabilities, focuses more on contact and sales management. If your business requires robust project management tools, Insightly CRM is the better choice.
Contact Management
Copper CRM shines in contact management, providing a seamless experience for managing and organizing contacts. Its integration with Google Workspace enhances this feature, making it easy to sync contacts across platforms. Insightly CRM also offers strong contact management capabilities, but Copper CRM's integration with Google tools gives it an edge. If contact management is a priority, Copper CRM is the better option.
Workflow Automation
Insightly CRM offers powerful workflow automation tools that help streamline business processes and reduce manual tasks. This feature is ideal for businesses looking to improve efficiency and productivity. Copper CRM also provides workflow automation, but its capabilities are more limited compared to Insightly CRM. If workflow automation is crucial for your business, Insightly CRM is the superior choice.
Sales Tracking
Copper CRM excels in sales tracking, offering tools that help you monitor sales opportunities and track progress. Its integration with Google Workspace enhances this feature, providing a seamless experience for sales teams. Insightly CRM also offers sales tracking capabilities, but Copper CRM's focus on sales management gives it an advantage. If sales tracking is a priority, Copper CRM is the better option.
Reporting
Insightly CRM provides comprehensive reporting tools that allow you to generate detailed reports and gain insights into your business operations. This feature is particularly useful for businesses that need to analyze data and make informed decisions. Copper CRM also offers reporting capabilities, but Insightly CRM's tools are more advanced. If reporting is important for your business, Insightly CRM is the better choice.
Google Workspace Integration
Copper CRM offers seamless integration with Google Workspace, making it an ideal choice for teams that rely heavily on Google tools. This integration enhances productivity and collaboration, providing a familiar interface for users. Insightly CRM also offers integrations, but its Google Workspace integration is not as seamless as Copper CRM's. If Google Workspace integration is crucial, Copper CRM is the better option.
Pricing Comparison of Insightly CRM and Copper CRM
To assist you in making an informed choice, we’ve outlined the pricing plans and essential features of Insightly CRM and Copper CRM. This comparison will highlight the best option for managing your customer relationships.
Insightly CRM Pricing Plans
- Project management tools to streamline business processes.
- Advanced reports for insightful data analysis.
- Pre-built business dashboards for quick access to metrics.
- Free 14-Day Trial to explore features before purchase.
- Workflow automation to reduce manual tasks.
- Custom page layouts for personalized user experience.
- Free 14-Day Trial to test advanced features.
- Enhanced data management with custom fields.
- Products, pricebooks, and quotes for sales management.
- Comprehensive audit logging for security and compliance.
- Contact sales for tailored solutions and pricing.
- Advanced integration capabilities with REST API.
Copper CRM Pricing Plans
- Google Workspace integration for seamless workflow.
- Tasks and activity feed to keep track of your tasks.
- Forms to collect and manage data efficiently.
- Zapier integration to connect with other apps.
- Task automation to streamline your processes.
- Pipelines for better deal management.
- Project management tools for efficient project handling.
- Contact enrichment to enhance your contact data.
- Workflow automation to enhance productivity.
- Bulk email capabilities for mass communication.
- Advanced reporting for in-depth insights.
- Integrations with various tools for extended functionality.
- Email series for automated customer engagement.
- Custom reports for tailored analytics.
- Multi-currency support for global operations.
- Premium support for dedicated assistance.
Our Rating Methodology
We thoroughly test each CRM tool, evaluating key features like ease of use, functionality, and scalability. We also analyze user reviews to ensure our recommendations fit your needs. Each of the seven evaluation factors is weighted by importance to provide an accurate final rating, helping you avoid poor-quality tools and make informed decisions.
Insightly CRM or Copper CRM: Which One Matches Your Business Needs?
Choose Insightly CRM If You Need ...
- Comprehensive project management tools
If you need a CRM with comprehensive project management tools, Insightly CRM is the better choice. Its robust features allow you to track tasks, set deadlines, and manage resources effectively, making it ideal for businesses coordinating multiple projects.
- Strong workflow automation
If you prioritize strong workflow automation, Insightly CRM is the superior option. Its powerful automation tools help streamline business processes and reduce manual tasks, improving efficiency and productivity for your team.
Choose Copper CRM If You Need ...
- Seamless Google Workspace integration
If you rely heavily on Google tools, Copper CRM is the better choice due to its seamless Google Workspace integration. This feature enhances productivity and collaboration, providing a familiar interface for users.
- Excellent contact management
If contact management is a priority, Copper CRM is the superior option. Its excellent contact management capabilities, combined with Google Workspace integration, provide a seamless experience for managing and organizing contacts.
Frequently Asked Questions
Which CRM is better for project management?
Which CRM offers better Google Workspace integration?
Which CRM is more user-friendly?
Which CRM offers better workflow automation?
Which CRM is more cost-effective?
Which CRM offers better contact management?
Anastasia Belyh
Anastasia Belyh is a senior tech writer with over 15 years of experience in marketing, sales, and business software. Having worked in investment banking, management consulting, and founded multiple companies, her in-depth knowledge and hands-on expertise make her software reviews authoritative, trustworthy, and highly practical for business decision-makers.
