4.2 (707 reviews)

See how Insightly helps you beat your sales quota

Compare CRM pricing and features at a glance

Why choose Insightly over Copper?

  • Seamless integrations

    Copper offers no free plan; Insightly is free forever for up to 2 users. This means you’ll need to commit to the lowest pricing level to use Copper beyond the short trial. 3+ seats of Copper puts you into a higher tier of pricing.

  • Cost for entry

    Copper offers no free plan; Insightly is free forever for up to 2 users. This means you’ll need to commit to the lowest pricing level to use Copper beyond the short trial. 3+ seats of Copper puts you into a higher tier of pricing.

  • Shorter time for adoption

    Copper’s UI can be confusing with much action happening in the sidebar, so build in extra time for training and adoption due to the style of the interface. Insightly is intuitive, and is much easier to set up, integrate, and adopt across teams.

Choose Insightly to sell smarter & grow faster

300% Improvement

In revenue growth

50% Reduction

In time to project completion

10X Increase

In sales pipeline

Comparison Chart

Compare features and pricing

RATINGS

G2 Rating
TrustRadius Rating
General Rating (Per TrustRadius)
8.0
6.3
Best Feature (per G2)
Contact & Account Management
Contact & Account Management

LEAD & ACCOUNT MANAGEMENT

Project Management
Advanced
Service Management
Additional Fee
Task and Event Management
Advanced
Contact & Account Management
Advanced
Opportunity & Pipeline Management
Advanced

AUTOMATIONS & TOOLS

Marketing Automation
Additional fee
Limited, Business-level only
Workflow Automations
Available for all levels
Professional-level only
Dynamic Page Layout Rules
Available for Enterprise
Dashboard Views
Customizable
Business-level only
Configurable Profiles & Page Layouts
Available
Limited, Professional-level only
Role-based Permissions
Professional-level only
Integrations
1-click, no code
Professional-level only

MOBILE FUNCTIONALITY

Mobile App
Business Card Scanner
Available for all levels

ONBOARDING & START-UP COSTS

Pricing
$0-$99 Per user, per month
$29-$129 Per User, per month
Free Trial
Yes, limited
Yes, limited

Why Sales Leaders Choose Insightly

Successful Sales Leaders Choose Insightly

Get complete visibility of your entire sales pipeline as soon as you start

1. Fastest & easiest set-up

Get complete visibility of your entire sales pipeline as soon as you start

  • Onboard instantly. Seamless out-of-the-box set-up and syncing. Get up and running immediately. No hassle or hidden costs.

2. Grow high quality pipeline

Automation that convert leads into deals with ease

  • Automatically create tasks and events to pipeline stages. Include automated “Probability of Winning.” Track changes with reporting and deliver Smart Alerts.

Automation that convert leads into deals with ease

See, manage, and optimize on the metrics that matter most

3. Dashboards & analytics

See, manage, and optimize on the metrics that matter most

  • Accurate and insightful metrics. Analyze, visualize, and share insights about prospects to focus on what’s working best. Includes 40 different chart types and drag-and-drop configurable layouts.

  • Schedule reports to run at any time and have the results emailed to the right people.

Switching from Copper to Insightly is easy

Afraid to switch CRMs? It’s easier than you think.

The Insightly team will guide you through 5 simple steps.

You’ll assess your CRM needs, clean and structure your data, define roles & permissions, migrate your data, and review. That’s it!

More than 25,000 companies rely on Insightly to sell smarter and
grow faster.

See why sales leaders choose Insightly

4.2 (707 reviews)

See how Insightly can align your teams and deliver better customer experiences.

Industry leaders trust Insightly