Copper vs Insightly
No clear leader: Copper (67.0) and Insightly (65.0) are within the 5-point margin; treat as a tie. The attribute-by-attribute breakdown below, with a source and date on every value, is the honest way to compare them.
Capabilities
Feature-by-feature on the axes that matter for crm software. “-” means undocumented, not absent.
What each one is
The product in its own terms, so the numbers below have context.
Copper
A customer relationship management system designed for service and sales businesses. It embeds CRM capabilities into Gmail, Google Calendar, and other workplace tools, allowing teams to manage leads, track pipeline opportunities, automate workflows, and maintain customer interactions within their existing workflow.
Insightly
An accessible customer relationship management system that centralizes customer data and supports integration with email, calendar, project management, finance, and support tools to streamline team workflows.
Pricing
List pricing as published by each vendor, with the date we read it. Always verify at the source before you buy.
Copper
From $29/user/mo. Free 14-day trial.
- Basic$29/user/mo
- Task automation
- Pipelines
- Project Management
- Contact enrichment
- Professional$69/user/mo
- Workflow automation
- Bulk email
- Everything in Basic
- Business$134/user/mo
- Email series
- Custom reports
- Multi-currency
- Everything in Professional
Insightly
From $29/user/month for CRM, $99/account/month for marketing automation, $29/user/month for support. 14-day free trial on CRM.
- CRM Plus$29/user/month billed annually. 14-day free trial.
- Lead and contact management
- Project management
- Advanced reports
- Pre-built business dashboards
- CRM Professional$49/user/month billed annually. 14-day free trial.
- All Plus features
- Lead assignment and routing
- Workflow automation
- AI Copilot
- Email summaries and replies
- CRM EnterpriseContact sales
- All Professional features
- Sandboxes
- Products, pricebooks, and quotes
- Comprehensive audit logging
- Custom validation rules
- +1 more
- Marketing PlusContact sales
- Email marketing automation
- Prospect scoring
- A/B testing
- Built-in dashboards
- Marketing ProfessionalContact sales
- All Plus features
- Custom scoring models
- Advanced prospect tracking
- Unlimited role-based permissions
- Marketing EnterpriseContact sales
- All Professional features
- Comprehensive audit logging
- Calculated fields
- Custom validation rules
- Support PlusContact sales
- Comprehensive ticket editor
- SLA tracking
- Configurable email macros
- Customizable reports
- Support ProfessionalContact sales
- All Plus features
- Customer satisfaction surveys
- Custom ticket automations
- Portal customization
- Support EnterpriseContact sales
- All Professional features
- Comprehensive audit logging
- Custom validation rules
- Unlimited brands and portals
- AppConnect StandardContact sales
- Drag-and-drop workflow builder
- No-code integration
- 2000+ app integrations
- AppConnect ProfessionalContact sales
- All Standard features
- Custom AppConnect development
- AWS Lambda support
- AppConnect EnterpriseContact sales
- All Professional features
- Enterprise support
- Priority development
Platform & deployment
Where each product runs and how it can be hosted. A dash means undocumented, not unsupported.
Integrations
What each product connects to. Counts come from the vendor's own integration directory where one exists.
- Slack
- QuickBooks
- DocuSign
- Shopify
- Xero
Copper
- Gmail
- Google Calendar
- Google Contacts
- Google Drive
- Google Sheets
- Looker Studio
- MailChimp
- PandaDocs
- Zoom
- JustCall
- RingCentral
- Zendesk
- Zapier
- Typeform
- Dropbox
- Trello
- Squarespace
- Notion
- Jira
- Chargebee
- Gong
- CallHippo
- Flodesk
- +22 more
Insightly
- Microsoft
- MS 365
- PandaDoc
- WordPress
- Netsuite
- Unbounce
- Outlook
Copper or Insightly: which one depends on you
A composite score cannot know your constraints. Describe them and both get re-weighted against what you actually need, with the evidence behind every position.
Free to run, no account needed to start. How the evaluation works
Comparison generated from independently-sourced facts. Every value links to its source and retrieval date. See the method.