Copper vs Insightly
- ✦ Google Workspace Integration
- ✦ Task Management
- ✦ Custom Fields
- ✦ Lead Management
- ✦ Project Management
- ✦ Custom Dashboards
Copper and Insightly are both CRM tools. Copper starts at $12/mo, Insightly at $35/mo. Compare features, pricing, and ratings below to find the best fit for your team.
When to Choose Copper vs Insightly
The question that matters: “In what situation will I regret choosing A over B after 3 months?”
Contact Management tracks roles, interactions, and Custom Fields like budget authority for every stakeholder in a deal, so no key contact is missed across 15+ person buying.
Project Management attaches billable work to Opportunities so deal terms and contacts auto-populate at close, reducing post-sale setup time and eliminating 4-5 hours of manual.
Copper automatically syncs Gmail threads as deal activity and creates tasks inline, so sales reps build complete pipelines without leaving their inbox or manually entering data.
Reporting dashboards surface blocked deals, aging opportunities, and at-risk revenue so pipeline reviews focus on specific prospects instead of broad metrics or exported.
Pipeline Management supports custom stages like Discovery, Proposal, and Onboarding, so agency handoffs from sales to delivery happen at exactly the right moment without context.
Workflow Automation fires email sequences when a lead hits a custom Lead Management score threshold, cutting time-to-first-sales-touch from 8 days to 2 for marketing-qualified.
Pricing Comparison & PlansHigh· Verified May 30, 2026
Copper Plans
Paid plans only
Starter
$12/user/moBest for: Ideal for individuals or small teams needing basic CRM to manage contacts and leads
- ✓Basic sales processes
- ✓Gmail integration
- ✓Google Calendar integration
- ✓Google Contacts integration
- ✓Google Drive integration
Basic
$29/user/moBest for: Suitable for growing teams requiring more robust sales automation and integration capabilities
- ✓All Starter features
- ✓Gmail integration
- ✓Google Calendar integration
- ✓Google Contacts integration
- ✓Google Drive integration
Professional
$69/user/moBest for: Designed for established businesses seeking advanced CRM functionalities, including workflow automation and deeper analytics
- ✓All Basic features
- ✓Sales Opportunities
- ✓Leads
- ✓Workflow automation
- ✓Bulk email
Business
$134/user/moBest for: large organizations needing comprehensive CRM with enterprise grade features, security, and dedicated support
- ✓All Professional features
- ✓Custom reports
- ✓Select integrations
Insightly Plans
Free tier available
Free
FreeBest for: You get 2 users, 2500 records
- ✓Basic contact management
- ✓Lead tracking
- ✓Limited email integrations
- ✓Basic customization
Plus
$35/user/moBest for: 100K records, 25 email templates
- ✓Contact management
- ✓Pipeline management
- ✓Project management
- ✓Customizable dashboards
- ✓Standard reporting
Professional
$59/user/moBest for: 250K records, 100 email templates, Workflows
- ✓Workflow automation
- ✓Advanced reporting
- ✓Custom dashboards
- ✓More email templates
- ✓Greater custom fields
Enterprise
$129/user/moBest for: Unlimited records, Custom objects, Lambda functions
- ✓All Professional features
- ✓Enhanced workflow automation
- ✓Advanced security features
- ✓Dedicated support options
- ✓Higher AI Copilot query limits
Capability Breakdown
2 differences found across 18 standardized features
- •Google Workspace Integration
- •Contact Management
- •Pipeline Management
- •Email Tracking
- •Task Management
- •Custom Fields
- •Reporting
- •Mobile App
- •Workflow Automation
- •Web Forms
- •API
- •Chrome Extension
- •Activity Feed
- •Tags & Filters
- •File Management
- •Sales Forecasting Tools
- •Lead Scoring System
- •Customer Journey Mapping
- •Social Media Integration
- •Phone Call Recording
- •Deal Stage Analytics
- •Meeting Scheduling Tool
- •Contact Management
- •Lead Management
- •Pipeline Management
- •Project Management
- •Email Tracking
- •Workflow Automation
- •Custom Dashboards
- •Reporting
- •Web-to-Lead Forms
- •Mobile App
- •Role-based Permissions
- •API
- •AppConnect
- •Calendar Sync
- •File Sharing
Strengths & Limitations
Evaluative strengths and weaknesses: not feature lists
- +Deep, native integration lives inside Gmail and Google Calendar
- +Automatically scrapes contact info from email signatures
- +Chrome extension for prospecting on websites and LinkedIn
- +Zero-input pipeline tracking updates deals from your inbox
- +Intuitive, Google-inspired UI requires minimal training
- −Limited functionality outside the Google Workspace ecosystem
- −Reporting and analytics are basic compared to larger CRMs
- −Mobile app lacks the full functionality of the desktop version
- −Marketing automation features are minimal or require integration
- −Customization options are restricted on lower-tier plans
- +Free plan available
- +Competitive pricing from $29/mo
- +Multiple pricing tiers (4 plans) to match different needs
At a Glance
Recent Price History
Copper added a new "Starter" plan at $12/user/mo
Plan added · May 30, 2026
Insightly raised "Enterprise" from $99/mo to $129/mo (+30%)
Price change · May 28, 2026
Insightly raised "Professional" from $49/mo to $59/mo (+20%)
Price change · May 28, 2026
Insightly raised "Plus" from $29/mo to $35/mo (+21%)
Price change · May 28, 2026
Copper removed the "Starter" plan
Plan removed · May 21, 2026
Frequently Asked Questions
Related Comparisons
Sources & Data Trail · Copper
- 1.Official Pricing Page·Source of verified tiers(Checked: 2026-05-30)
- 2.Official Website·Official vendor website
- 3.G2·G2 verified reviews · 4.5/5 · 1,155 reviews
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Sources & Data Trail · Insightly
- 1.Official Pricing Page·Source of verified tiers(Checked: 2026-05-28)
- 2.Official Website·Official vendor website
- 3.G2·G2 verified reviews · 4.2/5 · 941 reviews
- 4.Capterra·Capterra verified reviews · 4/5
- 5.TrustRadius·TrustRadius verified reviews
- 6.PeerSpot·PeerSpot enterprise peer reviews