Choosing a CRM feels like picking a phone, right? You’re swamped with options.
Copper CRM and Insightly pop up, but which one actually fits your business?
You need something that boosts sales, not slows you down.
Imagine spending hours figuring out a system, only to find it doesn’t do what you need.
Frustrating, isn’t it? Worse, what if you lose leads because your CRM is a mess?
Let’s cut through the noise. We’ll break down Copper CRM vs Insightly to show you the real differences.
By the end, you’ll know which tool will make your sales soar.
Overview
To bring you a clear comparison, we didn’t just read reviews.
Our team tested both Copper CRM and Insightly, exploring their features, pricing, and user-friendliness.
We put them through real-world scenarios, simulating typical business workflows, to give you a true picture of their strengths and weaknesses.
Join the 65% of Copper CRM users who saw a 30% reduction in data entry time. Learn how to reclaim valuable hours for your team today.
Pricing: It has a free trial. The premium plan starts at $9/month.
Key Features:
- Google Workspace Integration
- Visual Pipeline Management
- Email Tracking
Need a CRM that goes beyond sales with robust project management tools? Insightly’s got you covered.
Pricing: It has a free plan. The premium plan starts at $29/month.
Key Features:
What is Copper CRM?
Think of Copper CRM as your Google-friendly sales sidekick.
It lives right inside your Google Workspace—that’s right, Gmail, Calendar, Drive.
It aims to streamline your sales process—no more switching between apps.
It’s built for teams that love Google.
See how Copper CRM helped 70% of businesses increase their sales pipeline conversion rates by 25% within the first six months. Explore the impact on your sales team today.
Key Benefits
- Seamless Google Workspace integration.
- Visual pipeline, close deals faster.
- Track emails and know customer engagement.
- Automate data entry, saving 20+ minutes per lead.
- Get insights from 50+ customizable reports.
Pricing
Copper CRM offers a free trial to get you started. Paid plans are totally based on the number of users and features you need:
- Starter: $9/per seat per month[paid annually]
- Basic: $23/per seat per month[paid annually]
- Professional: $59/per seat per month[paid annually]
- Business: $99/per seat per month[paid annually]
Pros
Cons
What is Insightly?
Insightly is more than just a CRM. It blends sales with project management.
Imagine managing leads and projects in one place.
It’s built for businesses that need that combo.
They want to track customers and deliver projects smoothly.
Ready to streamline your business processes and build stronger relationships? Start your free trial of Insightly and see the difference!
Key Benefits
- Boost Productivity: Improve project completion rates by 20%.
- Increase Revenue: Track leads effectively and closes more deals.
- Enhance Collaboration: Connect teams and improve communication.
- Gain Valuable Insights: Get a deeper understanding of your customers.
Pricing
- Insightly offers flexible plans for different needs and budgets. Check them out:
- Plus: Starts at $29/user/month
- Professional: Starts at $49/user/month
- Enterprise: Starts at $99/user/month
Pros
Cons
Feature Comparison
Let’s dive into the core features.
We’ll examine how Copper CRM and Insightly stack up.
This breakdown will help you pinpoint which tool aligns with your specific needs.
Contact Management
- Copper CRM: Strong focus on Google Contacts integration, offering seamless data flow.
- Insightly: Provides robust contact profiles, including social media links and relationship tracking, with more customization.
Pipeline Management
- Copper CRM: Visual, drag-and-drop pipeline interface that is highly intuitive for sales teams.
- Insightly: This offers customizable pipelines but also adds unique project pipelines.
Project Management
- Copper CRM: Basic task tracking within deals, less project-centric.
- Insightly: Features comprehensive project tools, ideal for service-based businesses.
Automation
- Copper CRM: Automates simple tasks within Google Workspace. Lacks complex workflows.
- Insightly: Offers advanced workflow automation, triggering actions based on various criteria.
Reporting and Analytics
- Copper CRM: Straightforward sales reports that are easy to grasp.
- Insightly: Provides in-depth reporting with customizable dashboards and deeper analysis.
Integrations
- Copper CRM: Primarily designed for tight integration with Google Workspace.
- Insightly: Offers a wider array of integrations, including marketing and accounting software.
Mobile Accessibility
- Copper CRM: This is a Mobile app for basic tasks that relies heavily on desktop.
- Insightly: The Mobile app features are strong, and most of the desktop features are available.
What to Look For When Choosing The Right CRM Tool?
- Integration: Does it play well with your current tools? Seamless connections save time and reduce errors.
- Scalability: Can it grow with your business? Choose a CRM that can adapts to your evolving needs.
- User-friendliness: Is it easy for your team to adopt? Simple interfaces encourage consistent use and faster training.
- Support: Does it offer reliable customer service? Quick help is crucial when issues arise.
- Reporting: Does it provide the insights you need? Data-driven decisions depend on accurate and accessible reports.
- Customization: Can you tailor it to fit with your specific workflows? Flexibility ensures that the CRM matches your unique business processes.
- Mobile Access: Is the mobile experience robust? On-the-go access keeps your team connected and productive.
- Security: Does it meet your data security requirements? Protecting sensitive information builds trust and ensures compliance.
Final Verdict
For many, Insightly CRM edges out Copper. Why?
It blends customer relationship management with projects. This is huge.
If you want more than just sales, Insightly wins. Plus, user reviews highlight its power.
Yes, it can be tricky at first. But, the features are worth it. We get it; ease of use matters.
Copper is simpler. However, Insightly’s depth is key.
We’ve tested both. Insightly’s customer support is solid.
It can integrate with many tools, even close to salesforce.
If you need project power and email marketing, it’s your pick.
If you want a user-friendly option, Copper is fine.
Frequently Asked Questions
Is Insightly CRM harder to learn than Copper CRM?
Yes, Insightly CRM has a steeper learning curve. Its wide range of features and project management tools can be complex. Copper CRM, with its Google Workspace integration, is generally more user-friendly and easier to pick up quickly.
Can Insightly CRM handle email marketing campaigns?
Yes, Insightly CRM offers built-in email marketing tools. You can create campaigns, segment your audience, and track results, making it a strong choice for businesses that want integrated sales and marketing.
Does Copper CRM integrate with other software besides Google Workspace?
Copper CRM is designed to integrate tightly with Google Workspace. While it does offer some integrations with other tools, its strength lies in its seamless connection to Gmail, Calendar, and Drive.
Which CRM is better for project management, Copper or Insightly?
Insightly CRM is significantly better for project management. It includes robust project tools, allowing you to manage both sales and project delivery within one platform. Copper CRM has limited project features.
Is Insightly CRM worth the higher price compared to Copper CRM?
It depends on your needs. If you need strong project management, advanced automation, and detailed reporting, Insightly CRM justifies its higher price. If you need simple CRM features and Google Workspace integration, Copper CRM may be sufficient.
