# Copper vs Insightly

| Attribute | Copper | Insightly |
|---|---|---|
| **vioscaleAI score** | 67 (54% (medium)) | 65 (56% (medium)) |
| content.faq | `[{"answer":"Copper is a CRM platform built specifically for service businesses. It helps you centralize customer contacts, manage sales opportunities, track projects, and maintain detailed relationship histories in a single system.","source":"https://www.copper.com","question":"What type of business is Copper designed for?","confidence":0.9},{"answer":"Copper is deeply integrated with Gmail and Google Workspace, letting you manage customer communication and scheduling without leaving your existing tools. It also connects with Google Calendar and LinkedIn for expanded functionality.","source":"https://www.copper.com","question":"How well does Copper integrate with Gmail and Google Workspace?","confidence":0.95},{"answer":"Beyond Google tools, Copper integrates with QuickBooks for accounting, PandaDoc and DocuSign for document workflows, and LinkedIn for professional networking. This covers seven key integrations designed to reduce tool-switching.","source":"https://www.copper.com","question":"What other business tools does Copper connect to?","confidence":0.95},{"answer":"Yes, Copper includes a mobile application so you can access customer records, manage deals, and stay on top of customer relationships from your phone or tablet.","source":"https://www.copper.com","question":"Does Copper have a mobile app?","confidence":0.95},{"answer":"Copper provides contact and company management, sales pipeline management, email integration, marketing and workflow automation, forecasting, reporting dashboards, mobile access, and API connectivity for custom integrations.","source":"https://www.copper.com","question":"What core features does Copper offer?","confidence":0.9},{"answer":"Copper is a cloud-based web application accessible through your browser. There is no software to install or servers to maintain—you simply log in from any device.","source":"https://www.copper.com","question":"How is Copper deployed and accessed?","confidence":0.95},{"answer":"Yes, Copper provides API access that allows you to build custom integrations and automate workflows with applications not covered by its pre-built connectors.","source":"https://www.copper.com","question":"Can I integrate Copper with tools outside the standard integrations?","confidence":0.9},{"answer":"Copper operates on a commercial cloud subscription model. For current pricing details and available plan options, contact Copper directly or visit their website.","source":"https://www.copper.com","question":"What pricing model does Copper use?","confidence":0.75}]` | `[{"answer":"A unified CRM system that centralizes customer data, automates marketing campaigns, manages sales pipelines, and integrates with third-party applications through built-in workflows. It is indexed under CRM Software.","source":"https://www.insightly.com/pricing-plans/","question":"What is Insightly?","confidence":0.6},{"answer":"Insightly is a paid product; published pricing starts at $29 per user per month. It is sold across 12 plans (CRM Plus, CRM Professional, CRM Enterprise and Marketing Plus). There is no free tier. Pricing changes often, so verify at source before relying on it.","source":"https://www.insightly.com/pricing-plans/","question":"How much does Insightly cost?","confidence":0.6},{"answer":"We have confirmed browser-based access to Insightly. That is the extent of what we could verify from public sources, so it may well offer desktop or mobile clients we have not indexed.","source":"https://www.insightly.com/pricing-plans/","question":"What platforms does Insightly support?","confidence":0.6},{"answer":"We have only confirmed a cloud / SaaS deployment for Insightly, so it appears to be vendor-hosted. If a self-hosted option exists we have not found it documented publicly.","source":"https://www.insightly.com/pricing-plans/","question":"Can Insightly be self-hosted?","confidence":0.6},{"answer":"We have confirmed 10 integrations for Insightly, including Google, Microsoft, MS 365, PandaDoc, QuickBooks, Xero, DocuSign and Shopify, plus 2 more. This is what we could verify from public sources, so the vendor may support others we have not indexed.","source":"https://www.insightly.com/pricing-plans/","question":"What does Insightly integrate with?","confidence":0.6},{"answer":"We have independently confirmed SOC 2, HIPAA and GDPR for Insightly. Certifications we do not list are ones we have not been able to verify from public sources, which is not the same as Insightly not holding them. Always confirm compliance directly before you rely on it.","source":"https://www.insightly.com/security-compliance/","question":"What security certifications does Insightly have?","confidence":0.7},{"answer":"Insightly is available worldwide. Its primary market is the United States.","source":"https://www.insightly.com/pricing-plans/","question":"Where is Insightly available?","confidence":0.5}]` |
| deployment.options | `{"cloud":true}` | `{"cloud":true}` |
| description.long | 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. | 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. |
| features.capabilities | `{"api_access":true,"mobile_app":true,"forecasting":true,"lead_scoring":true,"custom_fields":true,"email_integration":true,"contact_management":true,"pipeline_management":true,"workflow_automation":true,"marketing_automation":true,"reporting_dashboards":true}` | `{"api_access":true,"mobile_app":true,"forecasting":true,"lead_scoring":true,"custom_fields":true,"email_integration":true,"contact_management":true,"pipeline_management":true,"workflow_automation":true,"marketing_automation":true,"reporting_dashboards":true}` |
| integrations.count | 28 | 2,000 |
| integrations.list | `[{"name":"Gmail"},{"name":"Google Calendar"},{"name":"Google Contacts"},{"name":"Google Drive"},{"name":"Google Sheets"},{"name":"Looker Studio"},{"name":"LinkedIn"},{"name":"Slack"},{"name":"MailChimp"},{"name":"QuickBooks"},{"name":"DocuSign"},{"name":"PandaDocs"},{"name":"Zoom"},{"name":"JustCall"},{"name":"RingCentral"},{"name":"Zendesk"},{"name":"Zapier"},{"name":"Typeform"},{"name":"Dropbox"},{"name":"Trello"},{"name":"Shopify"},{"name":"Squarespace"},{"name":"Notion"},{"name":"Jira"},{"name":"Chargebee"},{"name":"Gong"},{"name":"CallHippo"},{"name":"Flodesk"},{"name":"Surfe"},{"name":"Respond.io"},{"name":"Dotloop"},{"name":"LendingPad"},{"name":"Contacts+"},{"name":"Quo"},{"name":"VirtualPBX"},{"name":"Outfunnel"},{"name":"ActiveCampaign"},{"name":"Stripe"},{"name":"Twilio"},{"name":"Facebook Messenger"},{"name":"ApiX-Drive","native":true,"category":"integration_platform","direction":"bidirectional"},{"name":"Okta","native":false,"category":"authentication"},{"name":"Xero","native":false,"category":"accounting"},{"name":"Asana","native":false,"category":"project_management"},{"name":"Airtable","native":false,"category":"database"},{"name":"Coda","native":false,"category":"document_collaboration"},{"name":"Apollo","native":false,"category":"sales_prospecting"},{"name":"Hunter.io","native":false,"category":"email_finder"},{"name":"Mixmax","native":false,"category":"email"},{"name":"YAMM","native":false,"category":"email_marketing"},{"name":"Workato","native":false,"category":"workflow_automation"}]` | `[{"name":"Google"},{"name":"Microsoft"},{"name":"MS 365"},{"name":"PandaDoc"},{"name":"QuickBooks"},{"name":"Xero"},{"name":"DocuSign"},{"name":"Shopify"},{"name":"WordPress"},{"name":"Netsuite"},{"name":"Unbounce","native":true,"category":"marketing","direction":"inbound"},{"name":"Outlook","native":true,"category":"email","direction":"bidirectional"},{"name":"Slack","native":true,"category":"chat","direction":"outbound"}]` |
| market.availability | `{"primaryMarkets":["US"],"availabilityScope":"global","availableCountries":[],"notAvailableCountries":[]}` | `{"primaryMarkets":["US"],"availabilityScope":"global","availableCountries":[],"notAvailableCountries":[]}` |
| platform.support | `{"ios":true,"web":true,"android":true}` | `{"web":true}` |
| pricing | `{"type":"subscription","plans":[{"free":false,"name":"Basic","summary":"$29/user/mo","features":["Task automation","Pipelines","Project Management","Contact enrichment"],"components":[{"kind":"per_unit","unit":"seat","amount":29,"period":"month","currency":"USD"}],"contactSales":false,"includedLimits":{"contacts":"2,500"}},{"free":false,"name":"Professional","summary":"$69/user/mo","features":["Workflow automation","Bulk email","Everything in Basic"],"components":[{"kind":"per_unit","unit":"seat","amount":69,"period":"month","currency":"USD"}],"contactSales":false,"includedLimits":{"contacts":"15,000"}},{"free":false,"name":"Business","summary":"$134/user/mo","features":["Email series","Custom reports","Multi-currency","Everything in Professional"],"components":[{"kind":"per_unit","unit":"seat","amount":134,"period":"month","currency":"USD"}],"contactSales":false,"includedLimits":{"contacts":"Unlimited"}}],"summary":"From $29/user/mo. Free 14-day trial.","currency":"USD","freeTier":true,"sourceUrl":"https://www.copper.com/pricing","retrievedAt":"2026-09-22T14:38:23.260Z","freeTrialDays":14,"startingPrice":{"unit":"seat","amount":29,"period":"month","currency":"USD"},"billingPeriods":["month","year"]}` | `{"type":"hybrid","plans":[{"free":false,"name":"CRM Plus","summary":"$29/user/month billed annually. 14-day free trial.","features":["Lead and contact management","Project management","Advanced reports","Pre-built business dashboards"],"commitment":"annual","components":[{"kind":"per_unit","unit":"seat","amount":29,"period":"month","currency":"USD"}],"description":"Entry-level CRM with lead and contact management","contactSales":false,"includedLimits":{"records":"100,000","file_storage":"10 GB","custom_fields":"50"}},{"free":false,"name":"CRM Professional","summary":"$49/user/month billed annually. 14-day free trial.","features":["All Plus features","Lead assignment and routing","Workflow automation","AI Copilot","Email summaries and replies"],"commitment":"annual","components":[{"kind":"per_unit","unit":"seat","amount":49,"period":"month","currency":"USD"}],"description":"CRM with workflow automation and AI Copilot","contactSales":false,"includedLimits":{"records":"250,000","file_storage":"100 GB","custom_fields":"100"}},{"free":false,"name":"CRM Enterprise","summary":"$99/user/month billed annually.","features":["All Professional features","Sandboxes","Products, pricebooks, and quotes","Comprehensive audit logging","Custom validation rules","SAML/SCIM SSO"],"commitment":"annual","components":[{"kind":"per_unit","unit":"seat","amount":99,"period":"month","currency":"USD"}],"description":"Enterprise CRM with advanced customization and audit logging","contactSales":true,"includedLimits":{"records":"500,000","file_storage":"250 GB","custom_fields":"200"}},{"free":false,"name":"Marketing Plus","summary":"$99/account/month.","features":["Email marketing automation","Prospect scoring","A/B testing","Built-in dashboards"],"commitment":"annual","components":[{"kind":"fixed","amount":99,"period":"month","currency":"USD"}],"description":"Email marketing automation for 2,000 prospects","contactSales":true,"includedLimits":{"prospects":"2,000","monthly_email_volume":"10,000"}},{"free":false,"name":"Marketing Professional","summary":"$499/account/month.","features":["All Plus features","Custom scoring models","Advanced prospect tracking","Unlimited role-based permissions"],"commitment":"annual","components":[{"kind":"fixed","amount":499,"period":"month","currency":"USD"}],"description":"Marketing automation for 10,000 prospects with custom scoring","contactSales":true,"includedLimits":{"prospects":"10,000","monthly_email_volume":"50,000"}},{"free":false,"name":"Marketing Enterprise","summary":"$999/account/month.","features":["All Professional features","Comprehensive audit logging","Calculated fields","Custom validation rules"],"commitment":"annual","components":[{"kind":"fixed","amount":999,"period":"month","currency":"USD"}],"description":"Marketing automation for 20,000 prospects with advanced rules","contactSales":true,"includedLimits":{"prospects":"20,000"}},{"free":false,"name":"Support Plus","summary":"$29/user/month.","features":["Comprehensive ticket editor","SLA tracking","Configurable email macros","Customizable reports"],"commitment":"annual","components":[{"kind":"per_unit","unit":"seat","amount":29,"period":"month","currency":"USD"}],"description":"Support ticketing with SLA tracking","contactSales":true},{"free":false,"name":"Support Professional","summary":"$49/user/month.","features":["All Plus features","Customer satisfaction surveys","Custom ticket automations","Portal customization"],"commitment":"annual","components":[{"kind":"per_unit","unit":"seat","amount":49,"period":"month","currency":"USD"}],"description":"Support ticketing with customer surveys and portal customization","contactSales":true},{"free":false,"name":"Support Enterprise","summary":"$99/user/month.","features":["All Professional features","Comprehensive audit logging","Custom validation rules","Unlimited brands and portals"],"commitment":"annual","components":[{"kind":"per_unit","unit":"seat","amount":99,"period":"month","currency":"USD"}],"description":"Enterprise support with unlimited portals and audit logging","contactSales":true},{"free":false,"name":"AppConnect Standard","summary":"$249/month + $3,000 setup for 25,000 tasks/month.","features":["Drag-and-drop workflow builder","No-code integration","2000+ app integrations"],"commitment":"annual","components":[{"kind":"fixed","amount":249,"period":"month","currency":"USD"},{"kind":"one_time","amount":3000,"currency":"USD"}],"description":"Workflow automation with 25,000 monthly tasks","contactSales":true,"includedLimits":{"tasks_per_month":"25,000"}},{"free":false,"name":"AppConnect Professional","summary":"$799/month + $3,000 setup for 100,000 tasks/month.","features":["All Standard features","Custom AppConnect development","AWS Lambda support"],"commitment":"annual","components":[{"kind":"fixed","amount":799,"period":"month","currency":"USD"},{"kind":"one_time","amount":3000,"currency":"USD"}],"description":"Workflow automation with 100,000 monthly tasks","contactSales":true,"includedLimits":{"tasks_per_month":"100,000"}},{"free":false,"name":"AppConnect Enterprise","summary":"$1,899/month + $3,000 setup for 250,000 tasks/month.","features":["All Professional features","Enterprise support","Priority development"],"commitment":"annual","components":[{"kind":"fixed","amount":1899,"period":"month","currency":"USD"},{"kind":"one_time","amount":3000,"currency":"USD"}],"description":"Workflow automation with 250,000 monthly tasks","contactSales":true,"includedLimits":{"tasks_per_month":"250,000"}}],"addOns":[{"name":"Additional AppConnect tasks","components":[{"per":{"qty":25000,"unit":"tasks"},"kind":"metered","amount":249,"currency":"USD"}]}],"summary":"From $29/user/month for CRM, $99/account/month for marketing automation, $29/user/month for support. 14-day free trial on CRM.","currency":"USD","freeTier":false,"sourceUrl":"https://www.insightly.com/pricing-plans/","retrievedAt":"2026-08-16T20:55:38.163Z","freeTrialDays":14,"startingPrice":{"amount":29,"period":"month","currency":"USD"},"billingPeriods":["month","year"]}` |
| pricing.free_tier | yes | no |
| pricing.model | freemium | commercial |
| pricing.price_level | mid | unknown |
| pricing.starting_price | `{"amount":29,"currency":"USD"}` | - |
| pricing.transparent | yes | no |
| reliability.sla_pct | - | 99.95 |
| reliability.status_page | yes | yes |
| security.disclosure_policy | yes | - |
| security.gdpr | yes | yes |
| security.hipaa | - | yes |
| security.soc2 | - | yes |
| security.trust_center | https://www.copper.com/resources/gdpr-compliance-and-the-new-eu-us-data-privacy-framework-a-quick-guide | - |

## Capabilities (CRM Software)

| Capability | Copper | Insightly |
|---|:--:|:--:|
| **Core** |  |  |
| Contact & account management | ✓ | ✓ |
| Deal / pipeline management | ✓ | ✓ |
| Lead scoring | ✓ | ✓ |
| **Communication** |  |  |
| Email sync & tracking | ✓ | ✓ |
| **Automation** |  |  |
| Marketing automation | ✓ | ✓ |
| Workflow automation | ✓ | ✓ |
| **Insight** |  |  |
| Reporting & dashboards | ✓ | ✓ |
| Sales forecasting | ✓ | ✓ |
| **Access** |  |  |
| Native mobile app | ✓ | ✓ |
| **Extensibility** |  |  |
| Public API | ✓ | ✓ |
| Custom fields & objects | ✓ | ✓ |

*Source: vioscaleAI. Generated 2026-10-16T20:52:03.182Z. "-" = undocumented, not absent.*