# Copper vs Insightly CRM Comparison
---
## AI Generated Summary
- **G2 reviewers report** that Copper excels in **ease of use** , with many users finding it intuitive and straightforward. One user mentioned that Copper is "fast loading, easy to search and load my clients on the fly," which significantly enhances daily workflow efficiency.
- **Users say** that Insightly CRM offers a **modern and intuitive design** that simplifies navigation. Reviewers appreciate features like bulk editing, which allows them to update multiple records at once, saving valuable time in their daily operations.
- **According to verified reviews** , Copper shines in **integration capabilities** , particularly with Workspace, enabling seamless visibility across teams. Users highlighted how this integration helps maintain long-term client relationships and streamline workflows.
- **Reviewers mention** that while Insightly CRM is effective for managing customer details and tracking sales leads, it sometimes struggles with **customization** to fit specific workflows. Users noted configuration challenges that could hinder its adaptability for some businesses.
- **G2 reviewers indicate** that Copper's **quality of support** is a strong point, with a score reflecting positive experiences. Users have noted that the support team is responsive and helpful, which is crucial for resolving issues quickly.
- **Users report** that Insightly CRM is particularly beneficial for small businesses, with a significant portion of its user base coming from this segment. Reviewers appreciate its ability to keep all business information in one place, making it a solid choice for those just starting out.



---
## Frequently Asked Questions

### What is the difference between Insightly CRM vs Copper?

Copper stands out from Insightly CRM with higher reviewer ratings, stronger Google Workspace integration, and higher satisfaction scores across key dimensions.

| [Insightly CRM](https://www.g2.com/products/insightly-crm/reviews) | [Copper](https://www.g2.com/products/copper/reviews) |
| --- | --- |
| 4.2/5 (945 reviews) | 4.5/5 (1158 reviews) |
| Small-Business | Small-Business |
| 8.3 | 8.7 |
| 8.0 | 8.6 |
| Ease of Use (28 all-time mentions) | Gmail Integration (16 all-time mentions) |



### How do the pricing models of Insightly CRM and Copper compare?

Copper is rated higher for value, with reviewers expressing greater satisfaction with its pricing and cost-to-value ratio.

- **Insightly CRM:** Reviewers describe Insightly CRM as cost-effective and note its value for small teams, but some mention that advanced features are locked behind higher-priced tiers and that the platform can feel expensive for smaller organizations.
- **Copper:** Reviewers consistently highlight Copper's value, especially for teams using Google Workspace, but some mention that pricing can feel high for small businesses or when additional features are needed.
- **Switching reasons:** Several reviewers mention switching to Copper for its superior Google Workspace integration and ease of use, while some Insightly CRM users cite limited feature updates and higher costs for advanced capabilities as reasons for switching away.



### What are the best alternatives to Insightly CRM and Copper?

The top three alternatives to Insightly CRM and Copper are Nutshell, Agentforce Sales (formerly Salesforce Sales Cloud), and HubSpot Sales Hub.

| Product | G2 Rating (reviews) | Largest Segment | Pricing Insight | Top Reviewer-Cited Strength |
| --- | --- | --- | --- | --- |
| [Insightly CRM](https://www.g2.com/products/insightly-crm/reviews) | 4.2/5 (945 reviews) | Small-Business | Reviewers describe as cost-effective for small teams | Ease of Use (28 all-time mentions) |
| [Copper](https://www.g2.com/products/copper/reviews) | 4.5/5 (1158 reviews) | Small-Business | Reviewers highlight strong value for Google Workspace users | Gmail Integration (16 all-time mentions) |
| [Nutshell](https://www.g2.com/products/nutshell/reviews) | 4.3/5 (1443 reviews) | Small-Business | — | Ease of Use |
| [Agentforce Sales](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) | 4.4/5 (25875 reviews) | Mid-Market | — | Feature Richness |
| [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) | 4.4/5 (13909 reviews) | Small-Business | — | Integrations |



### Which CRM features should I prioritize when comparing Insightly CRM and Copper?

Buyers comparing Insightly CRM and Copper should prioritize integrations, reporting, customization, ease of use, and automation.

- **Integrations:** Insightly CRM (9 all-time mentions), Copper (14 all-time mentions); Copper is especially noted for Google Workspace and Slack integration.
- **Reporting:** Insightly CRM (6 all-time mentions), Copper (recent reviews cite reporting as a limitation); Insightly CRM offers more advanced reporting and Marketing ROI Analytics.
- **Customization:** Insightly CRM (11 all-time mentions for easy customization), Copper (5 all-time mentions); both products are praised, but Insightly CRM receives more frequent mentions.
- **Ease of Use:** Insightly CRM (28 all-time mentions), Copper (25 all-time mentions); both products are highly rated, with Copper scoring higher on Ease of Use (9.1 vs 8.4).
- **Automation:** Copper (6 all-time mentions), Insightly CRM (automation is less frequently cited); Copper is noted for automating data entry and workflow tasks.



### What are the pros and cons of Insightly CRM vs Copper?

Copper's headline strength is its deep Google Workspace integration, while Insightly CRM is most recognized for its ease of use and customization.

- **Insightly CRM strengths:** Ease of Use (28 all-time mentions), Easy Customization (11), Feature Richness (9), Integrations (9), Customer Support (8), Reporting (6).
- **Insightly CRM trade-offs:** Learning Curve (9), Limited Customization (7), Limited Features (7), Time-Consuming (6), Contact Management complexity (5).
- **Copper strengths:** Gmail Integration (16), Integration (16), Seamless Integration (13), Organization (10), Pipeline Management (9), Automation (6), Task Management (7), Easy Customization (5).
- **Copper trade-offs:** Limited Features (10), Expensive (9), Missing Features (9), Integration Issues (8), Limited Customization (7).



### Is Insightly CRM or Copper better for small businesses?

Copper is the better fit for small businesses, with higher reviewer satisfaction and a strong focus on Google Workspace integration.

- **Insightly CRM:** Small-Business is the largest segment, with reviewers highlighting ease of use, customization, and project management as key benefits for small teams.
- **Copper:** Small-Business is the largest segment, with reviewers consistently praising its intuitive interface, Google Workspace integration, and fast onboarding for small business workflows.



### Which CRM platform has better integrations?

Copper is favored for integrations, especially with Google Workspace and Slack, and has higher all-time integration mention counts.

- **Insightly CRM:** Integrations are cited in 9 all-time reviews, with recent mentions of QuickBooks, Slack, and Mailchimp.
- **Copper:** Google Workspace integration is cited in 39 all-time reviews, and Slack in 12 all-time reviews, making it the most frequently praised for integrations among reviewers.



### How do Insightly CRM and Copper compare on customer support?

Copper scores higher on Quality of Support by 0.6 points, a material difference favoring Copper.

- **Insightly CRM:** Reviewers mention responsive support and dedicated customer success managers, but also note occasional delays and challenges with automated help resources.
- **Copper:** Reviewers consistently praise Copper's support, highlighting fast responses, helpful onboarding, and effective troubleshooting, with a Quality of Support score of 8.6.



### Which is easier to implement, Insightly CRM or Copper?

Copper is rated higher for Ease of Setup by 0.4 points, indicating a smoother implementation experience.

- **Insightly CRM:** Reviewers describe setup as straightforward and easy for everyday use, but note a learning curve for advanced features and automation.
- **Copper:** Reviewers highlight fast onboarding, minimal training required, and quick adoption, especially for teams already using Google Workspace.



### Which product has better Reporting?

Insightly CRM is favored for Reporting, with more advanced features and higher reviewer-cited mention counts.

- **Insightly CRM:** Reporting is cited in 6 all-time reviews, with reviewers highlighting detailed reports, dashboard customization, and Marketing ROI Analytics as differentiators.
- **Copper:** Recent reviews note limitations in custom reporting and analytics, with basic pipeline data viewing and the need to export data for deeper analysis.



| | Copper | Insightly CRM | 
|---|---|---|
| **Star Rating** | 4.5 out of 5 | 4.2 out of 5 | 
| **Total Reviews** | 1,158 | 946 | 
| **Largest Market Segment** | Small-Business (79.2% of reviews) | Small-Business (73.1% of reviews) | 
| **Entry Level Price** | Starting at $9.00 Per Month | $29/ user, per month (billed annually) | 

---
## Top Pros & Cons

### Copper

Pros:
- Ease of Use (25 reviews)
- Gmail Integration (17 reviews)

Cons:
- Expensive (10 reviews)
- Limited Features (10 reviews)

### Insightly CRM

Pros:
- Ease of Use (20 reviews)
- Easy Customization (8 reviews)

Cons:
- Learning Curve (7 reviews)
- Limited Customization (7 reviews)

---
## Ratings Comparison
| Rating | Copper | Insightly CRM | 
|---|---|---|
  | **Meets Requirements** | 8.7 (927 reviews) | 8.2 (804 reviews) | 
  | **Ease of Use** | 9.1 (938 reviews) | 8.4 (809 reviews) | 
  | **Ease of Setup** | 8.7 (442 reviews) | 8.3 (365 reviews) | 
  | **Ease of Admin** | 8.9 (416 reviews) | 8.5 (339 reviews) | 
  | **Quality of Support** | 8.6 (859 reviews) | 8.0 (687 reviews) | 
  | **Has the product been a good partner in doing business?** | 9.0 (411 reviews) | 8.5 (323 reviews) | 
  | **Product Direction (% positive)** | 9.0 (869 reviews) | 8.0 (776 reviews) | 

---
## Pricing

### Copper

#### Entry-Level Pricing

Plan: Copper Starter Edition - Annual

Price: Starting at $9.00 Per Month

Description: Get started on the Google Workspace CRM with essential relationship management tools + Zapier.

Key Features:
- 1,000 contact limit
- Google Workspace integration
- Activity feed

[Browse all 4 editions](https://www.g2.com/products/copper/pricing)

#### Free Trial

Yes

### Insightly CRM

#### Entry-Level Pricing

Plan: Plus

Price: $29 / user, per month (billed annually)


[Browse all 3 editions](https://www.g2.com/products/insightly-crm/pricing)

#### Free Trial

Yes

---
## Features Comparison By Category

### CRM

| Product | Score | Reviews |
|---|---|---|
| **Copper** | 8.2/10 | 756 |
| **Insightly CRM** | 7.8/10 | 736 |

#### Sales Force Automation

| Feature | Copper | Insightly CRM | 
|---|---|---|
| **Contact & Account Management** | 8.9 (655 reviews) ✓ Verified | 8.5 (631 reviews) ✓ Verified | 
| **Opportunity & Pipeline Mgmt.** | 8.8 (658 reviews) ✓ Verified | 8.3 (602 reviews) ✓ Verified | 
| **Task / Activity Management** | 8.5 (656 reviews) ✓ Verified | 8.1 (629 reviews) ✓ Verified | 
| **Territory & Quota Management** | 7.6 (352 reviews) ✓ Verified | 7.5 (349 reviews) ✓ Verified | 
| **Desktop Integration** | 8.8 (534 reviews) ✓ Verified | 8.0 (452 reviews) ✓ Verified | 
| **Product & Price List Management** | 7.9 (336 reviews) | 7.5 (338 reviews) ✓ Verified | 
| **Quote & Order Management** | 7.6 (309 reviews) | 7.6 (348 reviews) ✓ Verified | 
| **Customer Contract Management** | 8.3 (402 reviews) | 8.0 (423 reviews) ✓ Verified | 
| **Contract/License Management** | Not enough data | Not enough data | 

#### Marketing Automation

| Feature | Copper | Insightly CRM | 
|---|---|---|
| **Email Marketing** | 7.9 (434 reviews) ✓ Verified | 7.6 (406 reviews) ✓ Verified | 
| **Lead Management** | 8.6 (591 reviews) ✓ Verified | 8.1 (524 reviews) ✓ Verified | 
| **Marketing ROI Analytics** | Feature Not Available | 7.5 (339 reviews) ✓ Verified | 
| **Email Management** | Not enough data | Not enough data | 
| **File Management** | Not enough data | Not enough data | 
| **Deal Management** | Not enough data | Not enough data | 

#### Customer Support

| Feature | Copper | Insightly CRM | 
|---|---|---|
| **Case Management** | 8.2 (387 reviews) | 7.8 (394 reviews) | 
| **Customer Support Portal** | 8.0 (396 reviews) | 7.8 (400 reviews) | 
| **Knowledge Base** | 8.2 (451 reviews) | 7.9 (461 reviews) | 
| **Call Center Features** | 7.8 (314 reviews) | 7.6 (325 reviews) ✓ Verified | 
| **Support Analytics** | 8.0 (350 reviews) | 7.8 (361 reviews) | 
| **Workflow Management** | Not enough data | Not enough data | 
| **Opportunity Management** | Not enough data | Not enough data | 
| **Sales Pipeline Management** | Not enough data | Not enough data | 
| **Reporting/Analytics** | Not enough data | Not enough data | 
| **Calendar Management** | Not enough data | Not enough data | 
| **Pipeline Management** | Not enough data | Not enough data | 
| **Content Management** | Not enough data | Not enough data | 
| **Communication Management** | Not enough data | Not enough data | 
| **Visual Analytics** | Not enough data | Not enough data | 
| **Template Management** | Not enough data | Not enough data | 
| **Predictive Analytics** | Not enough data | Not enough data | 
| **Document Management** | Not enough data | Not enough data | 
| **Channel Management** | Not enough data | Not enough data | 
| **Commission Management** | Not enough data | Not enough data | 
| **Field Sales Management** | Not enough data | Not enough data | 

#### Reporting & Analytics

| Feature | Copper | Insightly CRM | 
|---|---|---|
| **Reporting** | 8.1 (561 reviews) ✓ Verified | 7.9 (531 reviews) ✓ Verified | 
| **Dashboards** | 8.3 (635 reviews) ✓ Verified | 7.9 (554 reviews) ✓ Verified | 
| **Forecasting** | 8.1 (471 reviews) ✓ Verified | 7.6 (387 reviews) ✓ Verified | 

#### Mobile & Social

| Feature | Copper | Insightly CRM | 
|---|---|---|
| **Social Collaboration Features** | 8.2 (347 reviews) ✓ Verified | 7.8 (356 reviews) ✓ Verified | 
| **Social Network Integration** | 8.1 (333 reviews) ✓ Verified | 7.7 (352 reviews) ✓ Verified | 
| **Mobile User Support** | 8.4 (469 reviews) ✓ Verified | 7.8 (416 reviews) ✓ Verified | 
| **Third-Party Integrations** | Not enough data | Not enough data | 
| **Social Media Integration** | Not enough data | Not enough data | 
| **Customer Support** | Not enough data | Not enough data | 
| **Multi-Channel Social Integration** | Not enough data | Not enough data | 

#### Platform

| Feature | Copper | Insightly CRM | 
|---|---|---|
| **Customization** | 8.3 (321 reviews) ✓ Verified | 7.9 (317 reviews) ✓ Verified | 
| **Workflow Capability** | 8.4 (315 reviews) ✓ Verified | 8.1 (311 reviews) ✓ Verified | 
| **User, Role, and Access Management** | 8.6 (328 reviews) ✓ Verified | 8.4 (323 reviews) ✓ Verified | 
| **Internationalization** | 8.1 (195 reviews) ✓ Verified | 8.0 (215 reviews) ✓ Verified | 
| **Sandbox / Test Environments** | 7.7 (155 reviews) | 7.2 (87 reviews) | 
| **Document & Content Mgmt.** | 7.7 (225 reviews) | 7.6 (252 reviews) ✓ Verified | 
| **Performance and Reliability** | 8.7 (327 reviews) ✓ Verified | 8.3 (322 reviews) ✓ Verified | 
| **Output Document Generation** | 7.8 (191 reviews) | 7.6 (214 reviews) ✓ Verified | 
| **Mobile Access** | Not enough data | Not enough data | 
| **Lead Generation** | Not enough data | Not enough data | 

#### Integration

| Feature | Copper | Insightly CRM | 
|---|---|---|
| **Data Import & Export Tools** | 8.6 (301 reviews) ✓ Verified | 8.0 (289 reviews) ✓ Verified | 
| **Integration APIs** | 8.2 (250 reviews) ✓ Verified | 7.6 (237 reviews) ✓ Verified | 
| **Breadth of Partner Applications** | 7.9 (238 reviews) ✓ Verified | 7.3 (223 reviews) ✓ Verified | 
| **Third-Party Integration** | Not enough data | Not enough data | 
| **Internal Chat Integration** | Not enough data | Not enough data | 
| **Collaboration Tools** | Not enough data | Not enough data | 
| **Prospecting Tools** | Not enough data | Not enough data | 
| **Real-Time Data** | Not enough data | Not enough data | 

#### Generative AI

| Feature | Copper | Insightly CRM | 
|---|---|---|
| **AI Text Generation** | 6.6 (30 reviews) | 6.9 (27 reviews) | 
| **Generative AI** | Not enough data | Not enough data | 
| **Proposal Generation** | Not enough data | Not enough data | 

#### Agentic AI - CRM

| Feature | Copper | Insightly CRM | 
|---|---|---|
| **Autonomous Task Execution** | 8.3 (9 reviews) | 7.6 (7 reviews) | 
| **Multi-step Planning** | 8.3 (9 reviews) | 8.3 (7 reviews) | 
| **Cross-system Integration** | 8.3 (9 reviews) | 7.9 (7 reviews) | 
| **Adaptive Learning** | 7.8 (9 reviews) | 8.1 (7 reviews) | 
| **Natural Language Interaction** | 7.8 (9 reviews) | 7.8 (6 reviews) | 
| **Proactive Assistance** | 8.3 (9 reviews) | 7.4 (7 reviews) | 
| **Decision Making** | 8.5 (9 reviews) | 7.6 (7 reviews) | 
| **Calendar/Reminder System** | Not enough data | Not enough data | 

#### Additional Functionality

| Feature | Copper | Insightly CRM | 
|---|---|---|
| **Search/Filter** | Not enough data | Not enough data | 
| **Alerts/Notifications** | Not enough data | Not enough data | 
| **Data Import/Export** | Not enough data | Not enough data | 
| **Lead Capture** | Not enough data | Not enough data | 
| **Batch Processing** | Not enough data | Not enough data | 
| **Email Tracking** | Not enough data | Not enough data | 
| **Tagging** | Not enough data | Not enough data | 
| **Pipeline Reports** | Not enough data | Not enough data | 
| **Drag & Drop** | Not enough data | Not enough data | 
| **Segmentation** | Not enough data | Not enough data | 
| **Customizable Fields** | Not enough data | Not enough data | 
| **Role-Based Permissions** | Not enough data | Not enough data | 
| **Interaction Tracking** | Not enough data | Not enough data | 
| **CRM** | Not enough data | Not enough data | 
| **Document Storage** | Not enough data | Not enough data | 
| **AI Copilot** | Not enough data | Not enough data | 
| **Contact Database** | Not enough data | Not enough data | 
| **Referral Tracking** | Not enough data | Not enough data | 
| **Quotes/Estimates** | Not enough data | Not enough data | 
| **Multi-Channel Communication** | Not enough data | Not enough data | 
| **Lead Qualification** | Not enough data | Not enough data | 
| **Marketing Automation** | Not enough data | Not enough data | 
| **Email Templates** | Not enough data | Not enough data | 
| **Sales Reports** | Not enough data | Not enough data | 
| **Customer Journey Mapping** | Not enough data | Not enough data | 
| **Reminders** | Not enough data | Not enough data | 
| **Lead Scoring** | Not enough data | Not enough data | 
| **Data Security** | Not enough data | Not enough data | 
| **Customizable Reports** | Not enough data | Not enough data | 
| **Calendar Sync** | Not enough data | Not enough data | 
| **For Startups** | Not enough data | Not enough data | 
| **Performance Metrics** | Not enough data | Not enough data | 
| **Sales Trend Analysis** | Not enough data | Not enough data | 
| **For iPad Devices** | Not enough data | Not enough data | 
| **Customizable Templates** | Not enough data | Not enough data | 
| **Activity Tracking** | Not enough data | Not enough data | 
| **Reporting & Statistics** | Not enough data | Not enough data | 
| **For Mac Devices** | Not enough data | Not enough data | 
| **Landing Pages/Web Forms** | Not enough data | Not enough data | 
| **Lead Nurturing** | Not enough data | Not enough data | 
| **Gamification** | Not enough data | Not enough data | 
| **Prioritization** | Not enough data | Not enough data | 
| **Web-based Deployment** | Not enough data | Not enough data | 
| **Softphone** | Not enough data | Not enough data | 
| **Single Sign On** | Not enough data | Not enough data | 
| **Customer Database** | Not enough data | Not enough data | 
| **Event Triggered Actions** | Not enough data | Not enough data | 
| **Mobile App** | Not enough data | Not enough data | 
| **Email Sequences** | Not enough data | Not enough data | 
| **Customer Segmentation** | Not enough data | Not enough data | 
| **Lead Assignment** | Not enough data | Not enough data | 
| **For Small Businesses** | Not enough data | Not enough data | 
| **Live Chat** | Not enough data | Not enough data | 
| **Business Card/Badge Scanning** | Not enough data | Not enough data | 
| **Data Visualization** | Not enough data | Not enough data | 
| **Customer Social Profiles** | Not enough data | Not enough data | 
| **Social Promotion** | Not enough data | Not enough data | 
| **Monitoring** | Not enough data | Not enough data | 
| **Engagement Tracking** | Not enough data | Not enough data | 
| **Social Media Monitoring** | Not enough data | Not enough data | 
| **Customer Engagement** | Not enough data | Not enough data | 
| **Sentiment Analysis** | Not enough data | Not enough data | 
| **Brand Tracking** | Not enough data | Not enough data | 
| **Audience Targeting** | Not enough data | Not enough data | 
| **Workflow Automation** | Not enough data | Not enough data | 

### Online Form Builder

| Product | Score | Reviews |
|---|---|---|
| **Copper** | N/A | N/A |
| **Insightly CRM** | N/A | N/A |

#### Customization

| Feature | Copper | Insightly CRM | 
|---|---|---|
| **Custom Fields** | Not enough data | Not enough data | 
| **Conditional Logic** | Feature Not Available | Not enough data | 
| **Multi-page Forms** | Feature Not Available | Not enough data | 
| **Design** | Not enough data | Not enough data | 
| **Forms Creation & Design** | Not enough data | Not enough data | 

#### Additional Functionality

| Feature | Copper | Insightly CRM | 
|---|---|---|
| **Embedded Forms** | Not enough data | Not enough data | 
| **Offline Capability** | Feature Not Available | Not enough data | 
| **Notifications** | Not enough data | Not enough data | 
| **Payments** | Feature Not Available | Not enough data | 
| **Mobile Forms** | Feature Not Available | Not enough data | 
| **Customizable Forms** | Not enough data | Not enough data | 
| **Real-Time Notifications** | Not enough data | Not enough data | 
| **Alerts/Notifications** | Not enough data | Not enough data | 

#### Additional Functionality

| Feature | Copper | Insightly CRM | 
|---|---|---|
| **Search/Filter** | Not enough data | Not enough data | 
| **AI Copilot** | Not enough data | Not enough data | 
| **Commenting/Notes** | Not enough data | Not enough data | 
| **Content Publishing Options** | Not enough data | Not enough data | 
| **Reporting & Statistics** | Not enough data | Not enough data | 
| **Content Library** | Not enough data | Not enough data | 
| **Document Classification** | Not enough data | Not enough data | 
| **Drag & Drop** | Not enough data | Not enough data | 
| **Customizable Branding** | Not enough data | Not enough data | 
| **SSL Security** | Not enough data | Not enough data | 
| **API** | Not enough data | Not enough data | 
| **Document Management** | Not enough data | Not enough data | 
| **Document Storage** | Not enough data | Not enough data | 
| **Collaboration Tools** | Not enough data | Not enough data | 
| **Data Capture and Transfer** | Not enough data | Not enough data | 
| **Autofill** | Not enough data | Not enough data | 
| **Multi-Channel Distribution** | Not enough data | Not enough data | 
| **Convert to PDF** | Not enough data | Not enough data | 
| **Customizable Templates** | Not enough data | Not enough data | 
| **Media Library** | Not enough data | Not enough data | 
| **Generative AI** | Not enough data | Not enough data | 
| **Full Text Search** | Not enough data | Not enough data | 
| **Surveys & Feedback** | Not enough data | Not enough data | 
| **Data Import/Export** | Not enough data | Not enough data | 
| **Forms Management** | Not enough data | Not enough data | 
| **Electronic Signature** | Not enough data | Not enough data | 
| **Third-Party Integrations** | Not enough data | Not enough data | 
| **Reporting/Analytics** | Not enough data | Not enough data | 
| **Workflow Management** | Not enough data | Not enough data | 
| **Template Management** | Not enough data | Not enough data | 
| **Mobile Access** | Not enough data | Not enough data | 

### Google Workspace for Sales

| Product | Score | Reviews |
|---|---|---|
| **Copper** | N/A | N/A |
| **Insightly CRM** | N/A | N/A |

#### Agentic AI - Google Workspace for Sales

| Feature | Copper | Insightly CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Multi-step Planning** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 

### Sales Performance Management

| Product | Score | Reviews |
|---|---|---|
| **Copper** | 8.4/10 | 5 |
| **Insightly CRM** | N/A | N/A |

#### Agentic AI - Sales Performance Management

| Feature | Copper | Insightly CRM | 
|---|---|---|
| **Autonomous Task Execution** | 8.0 (5 reviews) | Not enough data | 
| **Natural Language Interaction** | 8.0 (5 reviews) | Not enough data | 
| **Proactive Assistance** | 9.3 (5 reviews) | Not enough data | 

#### Incentives

| Feature | Copper | Insightly CRM | 
|---|---|---|
| **Badges** | Feature Not Available | Not enough data | 
| **Triggers** | 8.3 (5 reviews) | Not enough data | 
| **Commission Calculator** | 8.7 (5 reviews) | Not enough data | 
| **Leaderboards** | 8.3 (5 reviews) | Not enough data | 

#### Personalization

| Feature | Copper | Insightly CRM | 
|---|---|---|
| **Profiles** | Feature Not Available | Not enough data | 
| **Custom Reports** | 8.3 (5 reviews) | Not enough data | 
| **Dashboards** | 8.3 (5 reviews) | Not enough data | 
| **Goal Setting/Tracking** | Feature Not Available | Not enough data | 
| **Sales Reports** | Not enough data | Not enough data | 
| **Incentive Management** | Not enough data | Not enough data | 

#### Administrative

| Feature | Copper | Insightly CRM | 
|---|---|---|
| **Third-Party Integrations** | 8.0 (5 reviews) | Not enough data | 
| **Employee Structure** | Feature Not Available | Not enough data | 
| **Behavior Monitoring** | 8.3 (5 reviews) | Not enough data | 

#### Additional Functionality

| Feature | Copper | Insightly CRM | 
|---|---|---|
| **Generative AI** | Not enough data | Not enough data | 
| **Gamification** | Not enough data | Not enough data | 
| **Real-Time Updates** | Not enough data | Not enough data | 
| **Employee Reward Programs** | Not enough data | Not enough data | 
| **Employee Management** | Not enough data | Not enough data | 
| **Ongoing Performance Tracking** | Not enough data | Not enough data | 
| **Benchmarking** | Not enough data | Not enough data | 
| **Commission Management** | Not enough data | Not enough data | 
| **For Sales Teams/Organizations** | Not enough data | Not enough data | 
| **Performance Metrics** | Not enough data | Not enough data | 
| **Sales Planning** | Not enough data | Not enough data | 
| **Single Sign On** | Not enough data | Not enough data | 
| **Performance Management** | Not enough data | Not enough data | 
| **Forecasting** | Not enough data | Not enough data | 
| **Quota Planning** | Not enough data | Not enough data | 
| **Accounting** | Not enough data | Not enough data | 
| **Workflow Management** | Not enough data | Not enough data | 
| **Compliance Management** | Not enough data | Not enough data | 
| **User Management** | Not enough data | Not enough data | 
| **Rewards Points** | Not enough data | Not enough data | 
| **Organizational Charting** | Not enough data | Not enough data | 
| **AI Copilot** | Not enough data | Not enough data | 
| **Access Controls/Permissions** | Not enough data | Not enough data | 
| **Customizable Branding** | Not enough data | Not enough data | 
| **Milestone Tracking** | Not enough data | Not enough data | 
| **Territory Management** | Not enough data | Not enough data | 
| **Performance Appraisal** | Not enough data | Not enough data | 
| **Calendar Management** | Not enough data | Not enough data | 
| **Alerts/Notifications** | Not enough data | Not enough data | 
| **Sales Onboarding & Training** | Not enough data | Not enough data | 
| **Employee Recognition** | Not enough data | Not enough data | 
| **Reporting/Analytics** | Not enough data | Not enough data | 
| **Ratings/Reviews** | Not enough data | Not enough data | 
| **API** | Not enough data | Not enough data | 
| **Feedback Management** | Not enough data | Not enough data | 
| **Training Management** | Not enough data | Not enough data | 
| **Goal Management** | Not enough data | Not enough data | 
| **Assignment Management** | Not enough data | Not enough data | 
| **Lead Scoring** | Not enough data | Not enough data | 
| **Search/Filter** | Not enough data | Not enough data | 
| **Electronic Signature** | Not enough data | Not enough data | 
| **Collaboration Tools** | Not enough data | Not enough data | 
| **Kanban Board** | Not enough data | Not enough data | 
| **Email Management** | Not enough data | Not enough data | 
| **Commenting/Notes** | Not enough data | Not enough data | 
| **Data Import/Export** | Not enough data | Not enough data | 
| **Prospecting Tools** | Not enough data | Not enough data | 
| **Interaction Tracking** | Not enough data | Not enough data | 
| **Product Catalog** | Not enough data | Not enough data | 
| **Live Chat** | Not enough data | Not enough data | 
| **Sales Pipeline Management** | Not enough data | Not enough data | 
| **Appointment Scheduling** | Not enough data | Not enough data | 
| **Email Templates** | Not enough data | Not enough data | 
| **Event Triggered Actions** | Not enough data | Not enough data | 
| **Transfers/Routing** | Not enough data | Not enough data | 
| **Activity/News Feed** | Not enough data | Not enough data | 
| **Lead Management** | Not enough data | Not enough data | 
| **Revenue Management** | Not enough data | Not enough data | 
| **Document Management** | Not enough data | Not enough data | 
| **Task Management** | Not enough data | Not enough data | 
| **File Sharing** | Not enough data | Not enough data | 
| **Mobile Access** | Not enough data | Not enough data | 
| **Reminders** | Not enough data | Not enough data | 
| **Mobile App** | Not enough data | Not enough data | 
| **Call Logging** | Not enough data | Not enough data | 
| **Workflow Automation** | Not enough data | Not enough data | 

### Email Tracking

| Product | Score | Reviews |
|---|---|---|
| **Copper** | N/A | N/A |
| **Insightly CRM** | N/A | N/A |

#### Agentic AI - Email Tracking

| Feature | Copper | Insightly CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Multi-step Planning** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | 

#### Analytics

| Feature | Copper | Insightly CRM | 
|---|---|---|
| **Open Rates** | Not enough data | Not enough data | 
| **Link Activity** | Not enough data | Not enough data | 
| **Attachment Activity** | Feature Not Available | Not enough data | 

#### Customizations

| Feature | Copper | Insightly CRM | 
|---|---|---|
| **Email Platform Integration** | Not enough data | Not enough data | 
| **Email Scheduling** | Not enough data | Not enough data | 
| **Real-Time Notifications** | Not enough data | Not enough data | 
| **Email Categorization** | Not enough data | Not enough data | 
| **Templates** | Not enough data | Not enough data | 
| **Third-Party Integrations** | Not enough data | Not enough data | 

#### Generative AI

| Feature | Copper | Insightly CRM | 
|---|---|---|
| **AI Text Generation** | Not enough data | Not enough data | 
| **Generative AI** | Not enough data | Not enough data | 

#### Additional Functionality

| Feature | Copper | Insightly CRM | 
|---|---|---|
| **Contact Management** | Not enough data | Not enough data | 
| **Email Marketing** | Not enough data | Not enough data | 
| **Drag & Drop** | Not enough data | Not enough data | 
| **Drip Campaigns** | Not enough data | Not enough data | 
| **Workflow Management** | Not enough data | Not enough data | 
| **Customizable Fields** | Not enough data | Not enough data | 
| **Monitoring** | Not enough data | Not enough data | 
| **CRM** | Not enough data | Not enough data | 
| **Team Management** | Not enough data | Not enough data | 
| **Click Tracking** | Not enough data | Not enough data | 
| **Subscription Management** | Not enough data | Not enough data | 
| **Activity Dashboard** | Not enough data | Not enough data | 
| **API** | Not enough data | Not enough data | 
| **Location Tracking** | Not enough data | Not enough data | 
| **Customer Segmentation** | Not enough data | Not enough data | 
| **Geolocation** | Not enough data | Not enough data | 
| **Customizable Branding** | Not enough data | Not enough data | 
| **Activity Tracking** | Not enough data | Not enough data | 
| **Data Import/Export** | Not enough data | Not enough data | 
| **Mailing List Management** | Not enough data | Not enough data | 
| **Campaign Management** | Not enough data | Not enough data | 
| **Email Management** | Not enough data | Not enough data | 
| **Audience Targeting** | Not enough data | Not enough data | 
| **Reporting/Analytics** | Not enough data | Not enough data | 
| **AI Copilot** | Not enough data | Not enough data | 
| **Email Distribution** | Not enough data | Not enough data | 
| **Email Reminders** | Not enough data | Not enough data | 
| **Autoresponders** | Not enough data | Not enough data | 
| **Engagement Tracking** | Not enough data | Not enough data | 
| **Event Triggered Actions** | Not enough data | Not enough data | 

### Sales Analytics

| Product | Score | Reviews |
|---|---|---|
| **Copper** | N/A | N/A |
| **Insightly CRM** | 8.3/10 | 47 |

#### Agentic AI - Sales Analytics

| Feature | Copper | Insightly CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 
| **Third-Party Integrations** | Not enough data | Not enough data | 
| **CRM Integration** | Not enough data | Not enough data | 

#### Data Sourcing

| Feature | Copper | Insightly CRM | 
|---|---|---|
| **Data Sourcing** | Not enough data | 8.2 (35 reviews) | 
| **Exporting & Sharing Data** | Not enough data | 8.6 (43 reviews) | 
| **Multi-Device Data Visualization** | Not enough data | 8.3 (35 reviews) | 
| **Interactive Dashboards** | Not enough data | 8.7 (41 reviews) | 
| **Data Segmentation** | Not enough data | 8.0 (36 reviews) | 

#### Predictive Analytics

| Feature | Copper | Insightly CRM | 
|---|---|---|
| **Lead Scoring** | Not enough data | 7.9 (37 reviews) | 
| **Opportunity Scoring** | Not enough data | 7.9 (38 reviews) | 
| **Risk Analysis** | Feature Not Available | 7.8 (33 reviews) | 
| **Live Forecasting** | Not enough data | 7.8 (35 reviews) | 
| **Budgeting/Forecasting** | Not enough data | Not enough data | 
| **Correlation Analysis** | Not enough data | Not enough data | 
| **Competitive Analysis** | Not enough data | Not enough data | 
| **Sales Trend Analysis** | Not enough data | Not enough data | 
| **Statistical Analysis** | Not enough data | Not enough data | 

#### Sales Management

| Feature | Copper | Insightly CRM | 
|---|---|---|
| **Live Pipeline Management** | Not enough data | 8.5 (37 reviews) | 
| **Sales Gamification** | Not enough data | 8.1 (30 reviews) | 
| **Account-Based Analytics** | Not enough data | 8.7 (32 reviews) | 
| **Activity Tracking** | Not enough data | 8.8 (39 reviews) | 
| **Predictive Analytics** | Not enough data | Not enough data | 
| **Visual Analytics** | Not enough data | Not enough data | 
| **Task Management** | Not enough data | Not enough data | 
| **Contact Management** | Not enough data | Not enough data | 
| **Lead Management** | Not enough data | Not enough data | 
| **Opportunity Management** | Not enough data | Not enough data | 
| **Workflow Management** | Not enough data | Not enough data | 

#### Additional Functionality

| Feature | Copper | Insightly CRM | 
|---|---|---|
| **Dynamic Modeling** | Not enough data | Not enough data | 
| **Lead Qualification** | Not enough data | Not enough data | 
| **Lead Capture** | Not enough data | Not enough data | 
| **Real-Time Reporting** | Not enough data | Not enough data | 
| **Contact Database** | Not enough data | Not enough data | 
| **API** | Not enough data | Not enough data | 
| **Reporting & Statistics** | Not enough data | Not enough data | 
| **Role-Based Permissions** | Not enough data | Not enough data | 
| **Collaboration Tools** | Not enough data | Not enough data | 
| **Dashboard Creation** | Not enough data | Not enough data | 
| **Modeling & Simulation** | Not enough data | Not enough data | 
| **Exception Reporting** | Not enough data | Not enough data | 
| **Generative AI** | Not enough data | Not enough data | 
| **Sales Reports** | Not enough data | Not enough data | 
| **Performance Metrics** | Not enough data | Not enough data | 
| **"What If" Scenarios** | Not enough data | Not enough data | 
| **Customizable Reports** | Not enough data | Not enough data | 
| **Data Import/Export** | Not enough data | Not enough data | 
| **AI Copilot** | Not enough data | Not enough data | 
| **Graphical Data Presentation** | Not enough data | Not enough data | 
| **Drag & Drop** | Not enough data | Not enough data | 
| **Access Controls/Permissions** | Not enough data | Not enough data | 
| **Alerts/Notifications** | Not enough data | Not enough data | 
| **Business Process Control** | Not enough data | Not enough data | 
| **Multi-Currency** | Not enough data | Not enough data | 
| **Pipeline Reports** | Not enough data | Not enough data | 

---
## Categories
**Shared Categories (2):** [CRM Software](https://www.g2.com/categories/crm), [Sales Analytics Software](https://www.g2.com/categories/sales-analytics)

**Unique to Copper (4):** [Email Tracking Software](https://www.g2.com/categories/email-tracking), [Online Form Builder Software](https://www.g2.com/categories/online-form-builder), [Sales Performance Management Software](https://www.g2.com/categories/sales-performance-management), [Google Workspace for Sales Software](https://www.g2.com/categories/google-workspace-for-sales)



---
## Reviewer Demographics

### By Company Size

| Segment | Copper | Insightly CRM | 
|---|---|---|
| **Small-Business** | 79.2% | 73.1% | 
| **Mid-Market** | 17.3% | 20.3% | 
| **Enterprise** | 3.6% | 6.6% | 

### By Industry

#### Copper

- **Marketing and Advertising:** 11.7%
- **Information Technology and Services:** 8.3%
- **Computer Software:** 7.7%
- **Real Estate:** 7.0%
- **Financial Services:** 4.5%
- **Construction:** 3.2%
- **Internet:** 2.9%
- **Management Consulting:** 2.9%
- **Education Management:** 2.0%
- **Non-Profit Organization Management:** 1.7%
- **Other:** 48.2%

#### Insightly CRM

- **Marketing and Advertising:** 9.9%
- **Information Technology and Services:** 6.2%
- **Construction:** 4.8%
- **Computer Software:** 4.0%
- **Financial Services:** 3.9%
- **Real Estate:** 3.5%
- **Management Consulting:** 3.2%
- **Non-Profit Organization Management:** 2.7%
- **Accounting:** 2.5%
- **Education Management:** 2.5%
- **Other:** 56.9%

---
## Alternatives

### Alternatives to Copper

- [Nutshell](https://www.g2.com/products/nutshell/reviews) — 4.3/5 stars (1456 reviews)
- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (4982 reviews)
- [Freshsales](https://www.g2.com/products/freshsales/reviews) — 4.5/5 stars (1236 reviews)
- [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — 4.4/5 stars (27555 reviews)
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (14335 reviews)
- [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2952 reviews)
- [Nimble CRM](https://www.g2.com/products/nimble/reviews) — 4.5/5 stars (1114 reviews)
- [Pipeline CRM](https://www.g2.com/products/pipeline-crm/reviews) — 4.3/5 stars (953 reviews)
- [Coevera](https://www.g2.com/products/coevera/reviews) — 4.6/5 stars (481 reviews)
- [Salesflare](https://www.g2.com/products/salesflare/reviews) — 4.8/5 stars (300 reviews)

### Alternatives to Insightly CRM

- [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — 4.4/5 stars (27555 reviews)
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (14335 reviews)
- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (4982 reviews)
- [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2952 reviews)
- [Dynamics 365 Sales](https://www.g2.com/products/dynamics-365-sales/reviews) — 3.8/5 stars (1623 reviews)
- [Nutshell](https://www.g2.com/products/nutshell/reviews) — 4.3/5 stars (1456 reviews)
- [Freshsales](https://www.g2.com/products/freshsales/reviews) — 4.5/5 stars (1236 reviews)
- [Pipeline CRM](https://www.g2.com/products/pipeline-crm/reviews) — 4.3/5 stars (953 reviews)
- [Workbooks](https://www.g2.com/products/workbooks/reviews) — 4.3/5 stars (574 reviews)
- [Coevera](https://www.g2.com/products/coevera/reviews) — 4.6/5 stars (481 reviews)

---
## Top Discussions

### Copper

- Title: [What is copper CRM?](https://www.g2.com/discussions/what-is-copper-crm) — 2 comments
  > **Top comment:** "Contact relationship management"
- Title: [How seamless is the Gmail/Google Apps integration?](https://www.g2.com/discussions/how-seamless-is-the-gmail-google-apps-integration) — 2 comments, 1 upvote
  > **Top comment:** "ProsperWorks is built in and around Google Apps. It tightly integrates with Gmail, Calendar and Google Drive, minimizing the amount of data entry and..."
- Title: [What is copper app?](https://www.g2.com/discussions/what-is-copper-app) — 1 comment
  > **Top comment:** "It is a CRM that works with Google Workspaces. It tracks sales, leads in your pipeline, tasks with your clients/projects, and you can email/set up..."
- Title: [How is copper used in CRM?](https://www.g2.com/discussions/how-is-copper-used-in-crm) — 1 comment
  > **Top comment:** "Yea "
- Title: [Whats the easiest way to save my notes](https://www.g2.com/discussions/whats-the-easiest-way-to-save-my-notes) — 1 comment, 1 upvote
  > **Top comment:** "Don't bother using Copper. Their customer support is horrible!"

### Insightly CRM

- Title: [What is Insightly CRM used for?](https://www.g2.com/discussions/insightly-crm-what-is-insightly-crm-used-for) — 2 comments
  > **Top comment:** "The management and optimization of customer and prospective client interactions is achieved through the use of Insightly CRM (Customer Relationship..."
- Title: [What is the best of linking email to insightly?](https://www.g2.com/discussions/15124-what-is-the-best-of-linking-email-to-insightly) — 2 comments, 1 upvote
  > **Top comment:** "We connect our exchange account but gmail work too - pretty simple. Alternative is to bcc Insightly on outgoing mail and capture them that way. "
- Title: [What sales anayltics options come with the platform?](https://www.g2.com/discussions/what-sales-anayltics-options-come-with-the-platform) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Insightly offers customizable dashboards and reports that help your team quickly visualize performance and make data-driven decisions. You can find on-demand..."
- Title: [Does Insightly have any email or marketing automation features?](https://www.g2.com/discussions/does-insightly-have-any-email-or-marketing-automation-features) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Hello! Yes--Insightly's CRM lets you send sales emails back and forth with your leads. You'll also see a record of those synced conversations in the CRM in..."
- Title: [Do I need custom code for Insightly's integrations?](https://www.g2.com/discussions/do-i-need-custom-code-for-insightly-s-integrations) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Hey! Custom code knowledge is not required. Insightly offers AppConnect, a low-code, no-code integration automation tool to streamline the process. There are..."

---
**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/copper-vs-insightly-crm)