Copper
Copper is a productivity-focused CRM designed specifically for Google Workspace users to manage contacts, track sales deals, and automate manual data entry directly within Gmail and Calendar.
Insightly
Insightly is a modern CRM platform that combines sales tracking, marketing automation, and project management into a single solution to help you build lasting customer relationships and grow your business.
Quick Comparison
| Feature | Copper | Insightly |
|---|---|---|
| Website | copper.co | insightly.com |
| Pricing Model | Subscription | Freemium |
| Starting Price | $23/month | Free |
| FREE Trial | ✓ 14 days free trial | ✓ 14 days free trial |
| Free Plan | ✘ No free plan | ✓ Has free plan |
| Product Demo | ✓ Request demo here | ✓ Request demo here |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 2011 | 2009 |
| Headquarters | San Francisco, USA | San Francisco, USA |
Overview
Copper
Copper is a CRM built specifically for people who live in Google Workspace. Instead of jumping between tabs, you can manage your entire sales process directly from your Gmail inbox and Google Calendar. It automatically attaches email threads and calendar events to the right contacts, so you never have to worry about manual data entry or losing track of a conversation.
You can visualize your sales stages with drag-and-drop pipelines and set up automated reminders to follow up with prospects. It is designed for relationship-heavy businesses like agencies, consultancies, and real estate firms that need a simple way to stay organized without the complexity of traditional enterprise CRM systems.
Insightly
Insightly is a unified CRM platform designed to help you manage the entire customer journey from first contact to project delivery. Unlike basic contact managers, it connects your sales pipeline directly to post-sale project management, ensuring nothing falls through the cracks after a deal closes. You can track leads, manage complex sales processes, and automate marketing campaigns all within one interface.
The platform is built for teams that need more than just a spreadsheet but want to avoid the complexity of enterprise-level systems. You can visualize your sales stages, automate repetitive workflows, and generate detailed reports to see exactly where your revenue is coming from. It serves over 25,000 companies globally across various industries including manufacturing, professional services, and technology.
Overview
Copper Features
- Google Workspace Integration Manage your contacts, deals, and tasks directly within Gmail and Google Calendar without switching between different apps.
- Automated Data Entry Scrape contact details from email signatures and automatically sync your email history and calendar events to every record.
- Visual Pipeline Management Track every deal's progress with a drag-and-drop board that gives you a clear view of your sales funnel.
- Email Sequencing Send personalized email templates to multiple recipients at once and track open rates to improve your outreach.
- Task Automation Set up automated workflows to create tasks or send notifications when a deal moves to a new stage.
- Mobile CRM App Access your entire database and update deal statuses on the go with native apps for iOS and Android.
Insightly Features
- Relationship Linking. Map complex webs of contacts, organizations, and opportunities to see exactly how everyone in your network is connected.
- Lead Routing. Automatically assign leads to the right sales rep in real-time so you can follow up while interest is high.
- Workflow Automation. Create multi-step business processes that trigger email alerts, update records, and generate tasks automatically without manual data entry.
- Integrated Project Management. Convert won opportunities into active projects instantly to manage milestones and track delivery progress without leaving your CRM.
- Email Tracking. Send personalized bulk emails and get notified the moment a prospect opens your message or clicks a link.
- Custom Dashboards. Build visual data visualizations and shareable reports to track your team's performance and forecast future revenue accurately.
Pricing Comparison
Copper Pricing
- Up to 3 users
- 2,500 contact limit
- Google Workspace integration
- Pipeline management
- Standard reporting
- Everything in Basic, plus:
- Unlimited contacts
- Workflow automation
- Bulk email and templates
- Custom fields
- Integration with 1,000+ apps
Insightly Pricing
- Up to 2 users
- 2,500 record limit
- Lead and contact management
- Project management tools
- Standard reporting
- Everything in Free, plus:
- 100,000 record limit
- Lead management and routing
- Email templates and tracking
- Batch email scheduling
- Mobile app business card scanner
Pros & Cons
Copper
Pros
- Deep integration with Gmail and Google Calendar
- Minimal manual data entry saves significant time
- Clean interface is very easy to learn
- Fast setup process compared to other CRMs
- Excellent mobile app for remote sales teams
Cons
- Limited functionality for non-Google Workspace users
- Basic tier has a strict user limit
- Reporting can feel basic for enterprise needs
- Higher tiers are relatively expensive per user
Insightly
Pros
- Seamless transition from sales deals to active projects
- Highly customizable fields and page layouts for specific needs
- Intuitive interface that is easy for new teams to adopt
- Strong mobile app for managing deals on the road
Cons
- Customer support response times can be slow on lower tiers
- Reporting tools have a slight learning curve for beginners
- Email marketing features require a separate add-on subscription