Insightly vs. Copper

Pricing

The pricing for Insightly and Copper is fairly comparable. Insightly’s lowest-priced plan is $29 per user per month, while its most expensive plan is $99 per user per month. Meanwhile, Copper’s lowest plan is $23 per user per month, while its most expensive is $134 per user per month.

To sum up, Copper has a slightly wider pricing range on both ends, but the two CRMs have similar pricing overall.

Ease of use

Another area where Copper and Insightly are similar is user-friendliness. Both of these tools have a reputation for presenting a clean interface and straightforward navigation, all without requiring a steep learning curve. That’s a huge benefit if you’re just getting started with a new CRM.

Because they both score so well here, there’s no winner in this category—it’s a tie.

Reporting

One of the most important features of a CRM is its reporting capabilities. You want to be able to generate reports based on the customer data you gather and manage on the platform. Thankfully, Insightly and Copper both deliver in this department.

As mentioned earlier, Copper’s sales reporting and forecasting are some of its best features. And Insightly doesn’t slack off in this category, either. It can generate comprehensive and customizable reports on various metrics of your choice. For that reason, this is yet another category where the two tools are about equal.

Integrations

Integrations are where we finally break the tie between Insightly and Copper. While both tools do provide a variety of integration options, one definitely offers more than the other.

Insightly has over 2000 integration options, one of the largest offerings of any CRM. Copper, on the other hand, only provides over 100—which, while not bad, pales in comparison to Insightly. For that reason, Insightly wins this round.

However, it is worth noting that Copper focuses on integrating with Google Workspace, so if you’re a heavy Google Workspace user, Copper may be a good option.

Sales automation

Finally, we have to consider sales automation. So, which tool does better in this category—Insightly or Copper?

Copper definitely scores well here. In fact, automation is one of its main points of focus, and it makes scheduling automated tasks simple. You can even integrate it with Zapier to boost your automation capabilities even more.

Insightly also has some high-quality automation capabilities despite not putting quite as much focus on it as Copper. You could argue that Copper wins in this category, but it would only be by a small margin, as both tools have excellent sales automation features.

Insightly vs. Copper: Which is better?

We can now return to the original question of this page: Is Insightly or Copper the better CRM?

The answer depends, as it usually does, on what your priorities are. If your highest priority is to have a lot of integrations, for example, Insightly may be the better choice. If you want a tool designed to work seamlessly with Google Workspace, you may prefer Copper.

Either way, the two tools are mostly on the same level, so neither of them is clearly the better choice. It just depends on your business needs. Of course, it’s possible that you end up deciding not to go with either of them and instead choose a different CRM altogether. Either way, be sure to make an informed choice.