Copper vs Insightly

Starting Price

$19.00/month/user

$29.00/month/user

Best For

Small and medium-sized businesses looking for an easy to use CRM that automates repetitive tasks and integrates with the tools they already use (like Gmail, Mailchimp, and Slack).

Organizations in any industry looking for an easy to use yet powerful CRM with project management and delivery. Track everything from sales prospects to delivered projects in the same platform.

Rating


4.4 / 5
(360)
Read All Reviews

3.9 / 5
(464)
Read All Reviews

Ideal number of Users

1 - 499

1 - 1000+

Ease of Use


4.5 / 5


  • "It is super intuitive to use. Has a great "pipeline" view so that I can see how my brokerage is running."

  • "My husband is the primary user of the software, but we both are impressed with the ease of use in Google and related software."


4 / 5


  • "Insightly is awesome for it's ease of use, deep Google integration and their mobile app."

  • "Insightly was very easy to use and had a number of great features. The UI was very practical and easy on the eye."

Customer Support


4.4 / 5


  • "Very easy to use, the support team is very proactive and enthusiastic to make sure you understand how to maximixe the use of the service."

  • "You have a Dashboard AND can add prospects straight from your email account. Customer Service is phenomenal."


3.8 / 5


  • "I love the to do list, I love the way my client information is easily on hand. I love that the support team are always available and easy to get hold of."

  • "Great for sales cycles and customer service alike."

Features & Functionality


4.1 / 5


  • "Great integration with g suite of that's your go-to ecosystem. Nice and simple interface."

  • "Getting updates and emails from time to time from staff has been awesome and their replies to any issues come rather quickly."


3.8 / 5


  • "The mobile app is also a big help, with its elegant interface that makes it easy to create a lead and opportunity on the go."

  • "Nice app with many intuitive features including the ability to have many-to-many relationships between contacts and Organizations."

Value for Money


4.2 / 5


  • "Seamless integration with our existing Google accounts. We save time, money and headaches."

  • "Not the most cost effective CRM out there but the native G Suite integration is irreplaceable."


3.9 / 5


  • "Amazingly Good with Great Features and Low Cost."

  • "For the money (free) this is a great cloud based product that can be used right away."

Product Features

  • check Campaign Management
  • close Client/Property Matching
  • check Contact Management
  • check Email Marketing
  • check Interaction Tracking
  • check Lead Management
  • close Property Alerts
  • close Referral Tracking
  • check Segmentation
  • check Campaign Management
  • check Client/Property Matching
  • check Contact Management
  • check Email Marketing
  • check Interaction Tracking
  • check Lead Management
  • close Property Alerts
  • check Referral Tracking
  • check Segmentation

Screenshots

View 5 screenshots 191805 thumb
View 4 screenshots 88571 thumb

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Business Hours
  • Online

Training

  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation
  • close In Person
  • check Live Online
  • check Webinars
  • check Documentation

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Copper vs Insightly

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