# Copper vs Insightly

**Leader by Vioscale score:** Copper

| Attribute | Copper | Insightly |
|---|---|---|
| **Vioscale score** | 71.7 (53% (medium)) | 65 (74% (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}]` | - |
| deployment.options | `{"cloud":true}` | `{"cloud":true}` |
| description.long | A cloud-based CRM designed for service-oriented businesses and teams, offering contact management, sales pipeline tracking, email integration, project management, and automation features. Built to work directly within Gmail, Google Calendar, and other Google Workspace tools to minimize context switching. | Insightly is a customer relationship management platform that helps teams manage leads, opportunities, and customer support through integrated sales, marketing, and ticketing tools. The platform includes workflow automation, business dashboards, and extensive third-party integrations to streamline operations. |
| 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 | 39 | 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":"Google"},{"name":"Microsoft"},{"name":"MS 365"},{"name":"PandaDoc"},{"name":"QuickBooks"},{"name":"Xero"},{"name":"DocuSign"},{"name":"Shopify"},{"name":"WordPress"},{"name":"Netsuite"}]` |
| market.availability | `{"hqCountry":"US","primaryMarkets":[],"availabilityScope":"global","availableCountries":[],"notAvailableCountries":[]}` | `{"hqCountry":"US","primaryMarkets":["US","CA"],"availabilityScope":"global","availableCountries":[],"notAvailableCountries":[]}` |
| platform.support | `{"ios":true,"web":true,"android":true}` | `{"web":true}` |
| pricing | `{"type":"subscription","plans":[{"free":false,"name":"Basic","summary":"$29/seat/month monthly, $23/seat/month annual","features":["Task automation","Pipelines","Project Management","Contact enrichment"],"components":[{"kind":"per_unit","unit":"seat","amount":29,"period":"month","currency":"USD"},{"kind":"per_unit","unit":"seat","amount":23,"period":"month","currency":"USD"}],"contactSales":false,"includedLimits":{"contacts":"2,500"}},{"free":false,"name":"Professional","summary":"$69/seat/month monthly, $59/seat/month annual","features":["Workflow automation","Bulk email","Reporting","Integrations","Everything in Basic"],"components":[{"kind":"per_unit","unit":"seat","amount":69,"period":"month","currency":"USD"},{"kind":"per_unit","unit":"seat","amount":59,"period":"month","currency":"USD"}],"contactSales":false,"includedLimits":{"contacts":"15,000"}},{"free":false,"name":"Business","summary":"$134/seat/month monthly, $99/seat/month annual","features":["Email series","Custom reports","Multi-currency","Premium support","Everything in Professional"],"components":[{"kind":"per_unit","unit":"seat","amount":134,"period":"month","currency":"USD"},{"kind":"per_unit","unit":"seat","amount":99,"period":"month","currency":"USD"}],"contactSales":false,"includedLimits":{"contacts":"unlimited"}}],"summary":"From $23–$29 per seat per month. Free 14-day trial, no credit card required.","currency":"USD","freeTier":true,"sourceUrl":"https://www.copper.com/pricing","retrievedAt":"2026-08-14T10:20:30.449Z","freeTrialDays":14,"startingPrice":{"amount":23,"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 | mid |
| 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 |

## 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: Vioscale. Generated 2026-09-01T14:30:57.314Z. "-" = undocumented, not absent.*