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Software · head to head

Insightly vs Copper

Insightly logo

Insightly

Software

CRM & project management for any business

From
Free
Rated
-
Full reviewWebsite
Copper logo

Copper

Software

Gmail-native CRM for growth teams

From
Free
Rated
-
Full reviewWebsite

The short version

  • Each has a real cost: Insightly record counts are capped by plan, at 100,000 on Plus and 500,000 on Enterprise, so the database size decides the tier; Copper the Basic plan caps at 2,500 contacts and 25 companies, which is small for a CRM at $23 per user per month
  • They diverge on capability: Insightly covers Project management, Copper covers Gmail integration.

Where they differ

Only the attributes on which Insightly and Copper actually diverge.

Attributes where Insightly and Copper differ
AttributeInsightlyCopper
PlatformsWeb, Ios, AndroidWeb
Founded20102014

Identical on both: starting price (Free), pricing model (subscription), free tier (Yes), user rating (Not yet rated), category (Unknown).

What each one covers

Drawn from each product's published feature list. An absence here means we hold no record of it - not that the product lacks it.

Only in Insightly

  • Project management
  • Task management
  • Email integration
  • Reporting
  • Mobile app
  • Mailchimp
  • Google Drive
  • DocuSign

Only in Copper

  • Gmail integration
  • Pipeline management
  • Email tracking
  • Automation
  • Gmail
  • Google Calendar
  • English language support

Both cover

  • Contact management
  • Deal tracking
  • Slack
  • Zapier
  • SOC2
  • GDPR
  • Cloud deployment
  • Web support

What people use each for

The jobs each tool is most often brought in to do.

Insightly

  • CRM with project delivery tracking after the salenot Copper
  • Managing leads, opportunities and customer projects in one record setnot Copper

Copper

  • CRM for teams working inside Google Workspacenot Insightly
  • Pipeline and deal trackingnot Insightly
  • Contact enrichment and activity capturenot Insightly
  • Workflow automation on the higher tiersnot Insightly

Where each one falls short

Documented limitations, not opinions. Every one is a constraint you would hit in normal use.

Insightly

  • Record counts are capped by plan, at 100,000 on Plus and 500,000 on Enterprise, so the database size decides the tier
  • Workflow automation requires the Professional plan at $49 per user per month
  • AI Copilot is metered by query, at 75 on Plus and 100 on Professional
  • Mass email is capped daily, at 2,500 on Plus and 10,000 on Enterprise
  • CRM, Marketing and Service are sold as three separate products, and Marketing is priced per account by prospect count starting at $99 for 2,000
  • Sandboxes and audit logging are Enterprise only at $99 per user per month

Copper

  • The Basic plan caps at 2,500 contacts and 25 companies, which is small for a CRM at $23 per user per month
  • Professional at $59 per user per month still caps at 15,000 contacts and 50 companies
  • Workflow automation, bulk email and reporting all require Professional
  • Email sequences, custom reports and multi-currency are Business tier only at $99 per user per month
  • The advertised prices are the annual rates; monthly billing runs from $29 to $134 per user

Pricing, plan by plan

Insightly

Free
  • FreeFree
    • Up to 2 users
    • Contact management
  • Plus$29/month
    • Everything in Free
    • CRM features
    • Project management
  • Professional$59/month
    • Everything in Plus
    • Advanced reporting
    • Custom fields

Copper

Free
  • FreeFree
    • Contact management
    • Basic CRM
  • Starter$25/month
    • Everything in Free
    • Pipeline management
  • Professional$75/month
    • Everything in Starter
    • Automation
    • Advanced reporting

Which should you pick?

Choose Insightly if

  • You need project management.
  • You want to start without paying.
  • You work on Web, Ios, Android.
  • You also want task management.
Insightly review

Choose Copper if

  • You need gmail integration.
  • You want to start without paying.
  • You also want pipeline management.
Copper review

Questions people ask

Is Insightly or Copper better?
Neither clearly leads. Insightly starts at Free and Copper at Free, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Insightly or Copper?
Insightly starts at Free and Copper at Free.
Does Insightly or Copper run on more platforms?
Insightly runs on Web, Ios, Android. Copper runs on Web.
Can I use Insightly for free?
Both have a free tier, so you can try either at no cost before committing.
What is Insightly best used for?
Insightly is most often used for crm with project delivery tracking after the sale, managing leads, opportunities and customer projects in one record set. Of those, crm with project delivery tracking after the sale and managing leads, opportunities and customer projects in one record set are not what Copper is typically brought in for.
What can Insightly do that Copper cannot?
Insightly covers Project management, Task management, Email integration, Reporting. Copper covers Gmail integration, Pipeline management, Email tracking, Automation. Both handle Contact management, Deal tracking, Slack, Zapier.
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