SoftwareGlimpse

Copper vs Insightly

Copper fits copper fits many small-business crm evaluations; Insightly fits insightly fits many small-business crm evaluations.

Independently recommendedLast updated Sep 24, 20264 evidence sources23 screenshotsHow we compare
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Copper logo

Copper

7.2/10

Google Workspace-native CRM for pipeline and relationship management inside Gmail and Google apps.

Best for

  • • Copper fits many small-business CRM evaluations
  • • Copper is evaluated here as a CRM/sales tool
  • • Copper is a Google Workspace-native CRM built for pipeline and relationship management inside Gmail and Google apps

Starting from $23.00/user/mo

No free plan

VS

Our verdict

Our verdict

No universal winner

There is no universal winner between Copper and Insightly. Choose based on pipeline depth, automation, email and calling, reporting, and pricing trade-offs.

Copper is better for

  • ✓ Ease of use
  • ✓ Pipeline management
  • ✓ Email capabilities
  • ✓ Integrations

Insightly is better for

  • ✓ Reporting
  • ✓ Customization
  • ✓ Scalability

Tie

  • • Sales automation

Choose Copper if: Copper fits many small-business CRM evaluations

Choose Insightly if: Insightly fits many small-business CRM evaluations

See detailed comparison ↓
Insightly logo

Insightly

6.9/10

CRM plus project management for service-oriented SMBs, with automation and AI on higher plans.

Best for

  • • Insightly fits many small-business CRM evaluations
  • • Insightly is evaluated here as a CRM/sales tool
  • • Insightly combines CRM and project management for service-oriented SMB teams

Starting from $29.00/user/mo

No free plan

Quick verdict

Start here — then dig into the evidence below.

Choose Copper if…

  • Copper fits many small-business CRM evaluations
  • Copper is evaluated here as a CRM/sales tool
  • Copper is a Google Workspace-native CRM built for pipeline and relationship management inside Gmail and Google apps
  • You prioritize ease of use

Choose Insightly if…

  • Insightly fits many small-business CRM evaluations
  • Insightly is evaluated here as a CRM/sales tool
  • Insightly combines CRM and project management for service-oriented SMB teams
  • You prioritize reporting

Overall recommendation

There is no universal winner between Copper and Insightly. Choose based on pipeline depth, automation, email and calling, reporting, and pricing trade-offs.

Key trade-off

Copper trades toward ease of use; Insightly trades toward reporting.

Winner by category

Only dimensions with researched evidence for this pair.

DimensionWinnerWhy
Ease of useCopper winsCopper leads on ease of use (8/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
SalesCopper winsCopper leads on pipeline management (8/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
AutomationTieCopper and Insightly are close on sales automation (7/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Email capabilitiesCopper winsCopper leads on email capabilities (8/10 vs 6/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
ReportingInsightly winsStronger forecasting availability
CustomizationInsightly winsInsightly leads on customization (6/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
IntegrationsCopper winsCopper leads on integrations (8/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
AdministrationCopper winsCopper leads on administration (8/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Enterprise suitabilityInsightly winsInsightly leads on scalability (6/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.

Side-by-side feature matrix

Normalized availability from product research — empty rows are not shown.

Core CRM

FeatureCopperInsightly
Contact managementStrongStrong
Lead managementStrongStrong
Pipeline managementStrongStrong
Deal managementStrongStrong

Sales engagement

FeatureCopperInsightly
Email syncStrongStrong
Workflow automationStrongStrong
Sales automationStrongStrong

Reporting

FeatureCopperInsightly
ReportingStrongStrong
ForecastingModerateModerate

Platform

FeatureCopperInsightly
IntegrationsStrongStrong
Custom fieldsStrongStrong
Custom pipelinesStrongStrong
Mobile appStrongStrong
AI assistanceModerateModerate

Pricing comparison

Pricing evidence last checked Sep 7, 2026.

Copper logo

Copper

From $23.00/user/mo

No free planFree trial available
  • Basic$23.00/user/mo
  • Professional$59.00/user/mo
  • Business$99.00/user/mo
Insightly logo

Insightly

From $29.00/user/mo

No free planFree trial available
  • Plus$29.00/user/mo
  • Professional$49.00/user/mo
  • Enterprise$99.00/user/mo

Seat-count estimates

Labeled estimates from verified starting per-seat pricing — not invoices.

SeatsCopperInsightly
5~$115.00/mo (Basic × 5)~$145.00/mo (Plus × 5)
10~$230.00/mo (Basic × 10)~$290.00/mo (Plus × 10)
25~$575.00/mo (Basic × 25)~$725.00/mo (Plus × 25)
50~$1,150.00/mo (Basic × 50)~$1,450.00/mo (Plus × 50)

Estimate from verified starting per-seat pricing — actual total depends on plan, annual discounts, and add-ons.

Researched list starting prices: Copper from $23/user/mo; Insightly from $29/user/mo. Confirm live vendor pricing before buying.

Open cost calculator →

Best for

Scenario picks from researched strengths — not a universal ranking.

  • → Copper

    Best for ease of use

    Copper leads on ease of use (8/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.

  • → Copper

    Best for pipeline management

    Copper leads on pipeline management (8/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.

  • → Copper

    Best for email capabilities

    Copper leads on email capabilities (8/10 vs 6/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.

  • → Insightly

    Best for reporting

    Stronger forecasting availability

  • → Insightly

    Best for customization

    Insightly leads on customization (6/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.

  • → Insightly

    Best for scalability

    Insightly leads on scalability (6/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.

The differences that actually matter

Pair-specific analysis for Copper vs Insightly — not generic category copy.

  • Pipeline management

    Copper ahead

    On pipeline management, Copper is ahead. Copper: Copper leads on pipeline management (8/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.. Insightly: Trails Copper on this criterion. Feature evidence also diverges on Forecasting (Copper: Moderate; Insightly: Moderate); AI assistance (Copper: Moderate; Insightly: Moderate).

  • Email capabilities

    Copper ahead

    On email capabilities, Copper is ahead. Copper: Copper leads on email capabilities (8/10 vs 6/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.. Insightly: Trails Copper on this criterion.

  • Sales automation

    Tie

    Copper and Insightly are close on sales automation. Copper and Insightly are close on sales automation (7/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.

  • Reporting

    Insightly ahead

    On reporting, Insightly is ahead. Copper: Trails Insightly on this criterion. Insightly: Stronger forecasting availability.

  • Value for money

    Depends

    Value for money: Copper — Copper researched starting price $23/user/mo vs Insightly $29/user/mo. Better value depends on which features you need on that plan.. Insightly — Copper researched starting price $23/user/mo vs Insightly $29/user/mo. Better value depends on which features you need on that plan..

Pros and cons

Product-specific for this pair — derived from researched outcomes and editorial notes.

Copper logo

Copper

Pros

  • Stronger on ease of use
  • Stronger on pipeline management
  • Stronger on email capabilities
  • Stronger on integrations

Cons

  • Trails on reporting
  • Trails on customization
  • Trails on scalability
Insightly logo

Insightly

Pros

  • Stronger on reporting
  • Stronger on customization
  • Stronger on scalability

Cons

  • Trails on ease of use
  • Trails on pipeline management
  • Trails on email capabilities

Implementation & learning curve

Based on researched setup / ease criteria for this pair.

Copper

  • Stronger on ease of use: Copper leads on ease of use (8/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
  • Stronger on administration: Copper leads on administration (8/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.

Insightly

  • Trails on ease of use relative to Copper
  • Trails on administration relative to Copper

Integrations

Overlaps and exclusives from product integration data when available.

Copper: Strong. Insightly: Strong.

Who should not choose each product

Decision quality improves when we say who should walk away.

Don't choose Copper if…

  • You need Insightly's stronger reporting more than Copper's strengths
  • You need Insightly's stronger customization more than Copper's strengths
  • You need Insightly's stronger scalability more than Copper's strengths
  • Your primary fit looks closer to: Insightly fits many small-business CRM evaluations

Don't choose Insightly if…

  • You need Copper's stronger ease of use more than Insightly's strengths
  • You need Copper's stronger pipeline management more than Insightly's strengths
  • You need Copper's stronger email capabilities more than Insightly's strengths
  • Your primary fit looks closer to: Copper fits many small-business CRM evaluations

Alternatives worth considering

When neither product is the right fit.

  • AI-powered customer platform with free forever CRM, plus paid Smart CRM seats and Sales/Marketing/Service hubs for growing teams.

  • Pipeline-first sales CRM for visual deal management, activity-based selling, and growing sales teams.

  • Simple relationship CRM for organizing contacts and collaborative outreach.

Final verdict

Scenario-level close — not a repeat of the intro.

Copper wins when…

Copper fits many small-business CRM evaluations

Insightly wins when…

Insightly fits many small-business CRM evaluations

  • Best for ease of useCopper
  • Best for pipeline managementCopper
  • Best for email capabilitiesCopper
  • Best for reportingInsightly

Which one should you choose?

Choose Copper if:

  • Copper fits many small-business CRM evaluations
  • Copper is evaluated here as a CRM/sales tool
  • Copper is a Google Workspace-native CRM built for pipeline and relationship management inside Gmail and Google apps

Choose Insightly if:

  • Insightly fits many small-business CRM evaluations
  • Insightly is evaluated here as a CRM/sales tool
  • Insightly combines CRM and project management for service-oriented SMB teams

Product screenshots

Real product UI from our media library — no placeholders.

Copper

  • Copper CRM coaching workspace from official Copper features marketing.
  • Copper CRM workspace example from official Copper homepage.
  • Copper CRM agency workspace from official Copper homepage.
  • Copper Google Workspace CRM experience from official Copper marketing.

Insightly

  • Insightly CRM product banner from official Insightly homepage.
  • Insightly CRM software UI from official Insightly homepage.
  • Insightly marketing automation UI from official Insightly homepage.
  • Insightly customer service UI from official Insightly homepage.

FAQ

Is Copper better than Insightly?
There is no universal winner between Copper and Insightly. Choose based on pipeline depth, automation, email and calling, reporting, and pricing trade-offs.
Which is easier to use?
Copper leads on ease of use (8/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Which CRM fits which team?
Copper: Copper fits many small-business CRM evaluations Insightly: Insightly fits many small-business CRM evaluations
Which is stronger for sales automation?
Copper and Insightly are close on sales automation (7/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Does Copper or Insightly have a free plan?
Copper: No free plan. Insightly: No free plan.
How does Copper vs Insightly pricing compare?
Copper starts from $23.00/user/mo. Insightly starts from $29.00/user/mo. Confirm live vendor pricing before purchasing.
How did SoftwareGlimpse compare these products?
We map both products to the same category criteria, then evaluate trade-offs using verified product, pricing and feature evidence. Affiliate relationships never change outcomes.

Still deciding between Copper and Insightly?

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  • Independent criterion outcomes
  • No invented scores or prices
  • Affiliate links never change winners

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Affiliate disclosure: some links may be affiliate links. We may earn a commission at no extra cost to you. Rankings and scores are never based on commission. Full disclosure

Methodology disclosure: scores and recommendations follow SoftwareGlimpse evaluation criteria (version 1.0.0). Affiliate relationships do not determine rankings.

How we recommend: product claims are tied to recorded research where available.

AI-assisted disclosure: drafts may be AI-assisted from approved facts and assessments. Humans approve publishable editorial judgments. AI does not invent live prices or claim hands-on testing.

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