There are a lot of customer relationship management (CRM) platforms out there. So, if you’re in the process of looking for one, you’ve got your work cut out for you when it comes to figuring out which tool is right for your business.
If you’re on this page, it probably means you’re trying to choose between Insightly and Copper, two of the best-known CRMs. If so, you’re in the right place. On this page, we’ll cover some of the pros and cons of each tool. Then, we’ll see how they stack up on some key qualities of a good CRM.
Keep reading to learn more about Insightly vs. Copper!
Let’s start by looking at some of the benefits of Insightly, including the following:
Unfortunately, Insightly also has several downsides. Those downsides include:
Like Insightly, Copper has several advantages. Those benefits include:
Just as Copper has its upsides, it also has its disadvantages. Here are some of the biggest ones:
Now that we’ve gone over the pros and cons of each tool, let’s look at how Insightly and Copper stack up against one another in a few key areas. This comparison is summarized in the chart below.
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.
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.
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 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.
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.
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.
If you don’t think that either Insightly or Copper is right for your business, you’re now back to square one when it comes to finding a CRM. Thankfully, we can help with that. Nutshell is one of the most affordable and user-friendly CRMs out there, and it offers everything from advanced sales automation to reporting to email marketing, plus stellar customer service.
Interested in seeing what Nutshell can do for you? Just check out our 14-day free trial today!
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