Copper vs. Insightly: Which is Best? - Wheelhouse

Copper vs. Insightly: Which is Best?

Copper vs. Insightly Best Overall: Insightly

In our comparison of Copper vs. Insightly, Insightly is the best option with a higher overall Wheelhouse Score. Wheelhouse Score uses a combination of feature and pricing comparison data, average user ratings, and editorial reviews to score software vendors on a scale of 1-10.

Quick Info

Copper Quick Info
WH Score:
7.9
Pricing Score:
7.4
Feature Score:
8.1
Usability Score:
7.8
Company Size:Small Business, Mid Market
Platforms:
Insightly Quick Info
WH Score:
8.8
Pricing Score:
8.2
Feature Score:
8.0
Usability Score:
8.1
Company Size:All Sizes
Platforms:

Pricing

Copper Pricing
Basic
$23
per user / per month
Professional
$49
per user / per month
Business
$99
per user / per month
Insightly Pricing
Plus
$29
per user / per month
Professional
$49
per user / per month
Enterprise
$99
per user / per month

Features

Copper Features
  • Pipeline Management
  • Deal Management
  • Drip Campaigns
  • Lead Generation
  • Lead Distribution
  • Virtual Event Planning
  • Website
  • Ads
  • Dashboard
  • Activity Log
  • Lead and Opportunity Tracking
  • Lead Scoring
  • Custom Fields
  • Custom Reports
  • Custom Templates
Insightly Features
  • Pipeline Management
  • Deal Management
  • Drip Campaigns
  • Lead Generation
  • Lead Distribution
  • Virtual Event Planning
  • Website
  • Ads
  • Dashboard
  • Activity Log
  • Lead and Opportunity Tracking
  • Lead Scoring
  • Custom Fields
  • Custom Reports
  • Custom Templates

Pros & Cons

Copper Pros & Cons
Pros
  • User friendly, and frequent software updates.
Cons
  • Searching across different databases is not intuitive
  • Additionally, I have been frustrated by the inability to make mass changes to leads
  • It would be greatly beneficial to me if the tagging system were more robust.
Insightly Pros & Cons
Pros
  • Contacting my links and clients, integration with Outlook, and a lot of opportunities are loved by me.
Cons
  • It is buggy, the user interface is old fashioned, poor customer support, very very expensive, and no tutorials or guides are available online.

Reviews

Copper Reviews
Top Favorable Review
R
Reyna
Reviewed on Jul 2, 2021

Copper is a feature-rich CRM program that receives frequent updates. It facilitates client communication and organizational maintenance for businesses. Though I wish it could connect files to tasks, all in all, I heartily recommend it.

User friendly, and frequent software updates

Not able attach a file to an activity

Top Critical Review
L
Louann
Reviewed on Jul 2, 2021

We have implemented Copper as our CRM, and it has been instrumental in supporting our sales pipeline in new and innovative ways

The aspect I appreciate the most about this product is its outstanding integration with Google. I have found it to be very reliable, and I particularly enjoy the recent updates that have been introduced.

Searching across different databases is not intuitive. Additionally, I have been frustrated by the inability to make mass changes to leads. It would be greatly beneficial to me if the tagging system were more robust.

Insightly Reviews
Top Favorable Review
W
William
Reviewed on Jul 2, 2021

It is a great organizer that reminds you of what you need to do.

Contacting my links and clients, integration with Outlook, and a lot of opportunities are loved by me.

I wish their customer service gets better. Emails also need an update.

Top Critical Review
M
Michael
Reviewed on Jul 2, 2021

My company was already using it so I used it too.

It is buggy, the user interface is old fashioned, poor customer support, very very expensive, and no tutorials or guides are available online.

Alternatives

Copper Alternatives
8.8
8.6
Insightly Alternatives
8.8
8.6
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Copper vs. Insightly: Detailed Comparison

Copper vs. Insightly Top Ratings & Reviews: Copper

In our rating and review comparison of Copper vs. Insightly, Copper has 13 user reviews and Insightly has 104. The average star rating for Copper is 4.30 while Insightly has an average rating of 4.05. Copper has more positive reviews than Insightly. Comparing Copper vs. Insightly reviews, Copper has stronger overall reviews.

Copper vs. Insightly Best Features & Functionality: Copper

Copper vs. Insightly both offer a strong set of features and functionality including Customer Management, Campaign Types, Supported Channels, Reporting & Analytics, Customizable Items, Collaboration Tools, File Management, Systems/Administrative, Identity and Access Management (IAM), Integration Options, Third-Party Integrations, Google Workspace, After-Sales Service. In our feature comparison of Copper vs. Insightly, Copper offers more of the most popular features and tools than Insightly.

Copper vs. Insightly Best Pricing: Copper

In our pricing comparison of Copper vs. Insightly, Copper's pricing starts at $23/month and is more affordable compared to Insightly's starting cost of $29/month.

Copper vs. Insightly Best Usability: Insightly

Our comparison of Copper vs. Insightly shows that Insightly scores higher in usability for ease of use, meets requirements, setup & support, quality of support, ease of admin. Copper scores higher in learning curve, but Insightly has the best scores overall for system usability.

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