Copper vs Insightly — Which One Wins?

TLDR

Pick Copper if: Google Workspace shops that want a CRM living inside Gmail and Calendar with zero context-switching

Pick Insightly if: Small businesses that want CRM and project delivery in one tool without buying two subscriptions

Our take: Copper is easier to pick up, but Insightly is more powerful long-term.

 CopperInsightly
PricingStarter $9/user/moFree for up to 2 users | Plus $29/user/mo
FeaturesNative Google Workspace integration, Automatic data entry from Gmail, Pipeline management, Workflow automations, Activity trackingProject management post-sale, Relationship linking, Custom dashboards, Workflow automation, AppConnect integrations
Best forGoogle Workspace shops that want a CRM living inside Gmail and Calendar with zero context-switchingSmall businesses that want CRM and project delivery in one tool without buying two subscriptions
Learning CurveEasyMedium

The Real Difference

Insightly has a free plan; Copper doesn't. Budget-conscious? That's your answer.

Copper stands out with Native Google Workspace integration and Automatic data entry from Gmail. Insightly counters with Project management post-sale and Relationship linking.

Copper's Achilles heel: useless outside the google ecosystem — if you use outlook or other email, look elsewhere. Insightly's: the ui feels like 2015 — functional but clunky, and reporting takes too many clicks. Pick whichever weakness you can live with.

Bottom Line

If you value native google workspace integration and google workspace shops that, go with Copper. If small businesses that want matters more, Insightly is your pick. Neither is a bad choice — but one will fit your workflow better.

Frequently Asked Questions

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