Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Copper
Score 6.6 out of 10
N/A
Copper is a customer relationship management (CRM) built as an integration into Google Apps.
$25
per month per user
Insightly
Score 8.5 out of 10
N/A
Insightly is presented as a modern, affordable CRM that is easy to use, simple to customize, and that scales with companies as they grow, designed to solve common pain points that legacy CRMs can't. Available in any vertical, Insightly CRM customers can add companion products for marketing automation, customer service, and integrations in the same platform. Insightly has more than a million users worldwide.
$0
per month Up to 2 users
Pricing
CopperInsightly
Editions & Modules
Basic - Paid Annually
$25.00
per month per user
Basic - Paid Monthly
$29.00
per month per user
Professional - Paid Annually
$59.00
per month per user
Professional - Paid Monthly
$69.00
per month per user
Business - Paid Annually
$119.00
per month per user
Business - Paid Monthly
$129.00
per month per user
Free
$0
per month Up to 2 users
Plus
$29.00
Per User/Per Month (billed annually)
Professional
$49.00
Per User/Per Month (billed annually)
Enterprise
$99.00
Per User/Per Month (billed annually)
Offerings
Pricing Offerings
CopperInsightly
Free Trial
YesYes
Free/Freemium Version
NoYes
Premium Consulting/Integration Services
NoYes
Entry-level Setup FeeNo setup feeNo setup fee
Additional DetailsUp to 20% discount for annual pricing.
More Pricing Information
Community Pulse
CopperInsightly
Considered Both Products
Copper
Chose Copper
We selected to test ProsperWorks and then switched back to Insightly because we had workflows set up and training created specific to Insightly. The cost for Prosperworks with fewer features than our current CRM made it easy to decide to switch back, at least for now. We might …
Chose Copper
ProsperWorks had the robust Google Apps integration, Forecasting, Roles/Permissions, and Opportunity Tracking and the price point was right for us. All of the other softwares we evaluated (except Salesforce) where missing one or more of the features. We didn't go with Salesforce
Insightly
Chose Insightly
Insightly is a better organized, user-friendly, and mobile-friendly software. While it may be pricier than competitors, it makes up for it by saving the team time and confusion in the process. Our team has been more successful with the navigation of this software which has led …
Chose Insightly
Insightly is much more efficient and user-friendly than their competition. From the back end, Salesforce can be tough when it comes to putting integration that causes it to freeze or require to be refreshed. While this is a concern with Insightly, from my experience it happens …
Top Pros
Top Cons
Features
CopperInsightly
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Copper
3.8
19 Ratings
68% below category average
Insightly
7.6
378 Ratings
1% below category average
Customer data management / contact management5.219 Ratings8.6364 Ratings
Workflow management2.018 Ratings8.1330 Ratings
Territory management5.04 Ratings7.656 Ratings
Opportunity management4.518 Ratings7.9331 Ratings
Integration with email client (e.g., Outlook or Gmail)7.619 Ratings7.4337 Ratings
Contract management5.29 Ratings6.521 Ratings
Quote & order management2.07 Ratings6.751 Ratings
Interaction tracking2.118 Ratings7.3294 Ratings
Channel / partner relationship management1.07 Ratings7.724 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Copper
1.5
10 Ratings
133% below category average
Insightly
7.1
13 Ratings
5% below category average
Case management1.39 Ratings7.011 Ratings
Call center management1.55 Ratings7.28 Ratings
Help desk management1.77 Ratings7.19 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Copper
2.4
16 Ratings
103% below category average
Insightly
7.6
295 Ratings
1% above category average
Lead management3.416 Ratings7.9281 Ratings
Email marketing1.49 Ratings7.2231 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Copper
3.7
19 Ratings
69% below category average
Insightly
7.7
363 Ratings
2% above category average
Task management4.619 Ratings8.5354 Ratings
Billing and invoicing management1.75 Ratings6.039 Ratings
Reporting4.917 Ratings8.7300 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Copper
6.7
18 Ratings
12% below category average
Insightly
8.0
324 Ratings
5% above category average
Forecasting6.815 Ratings7.092 Ratings
Pipeline visualization6.318 Ratings8.6302 Ratings
Customizable reports6.916 Ratings8.3289 Ratings
Customization
Comparison of Customization features of Product A and Product B
Copper
5.2
19 Ratings
37% below category average
Insightly
8.2
324 Ratings
8% above category average
Custom fields8.019 Ratings9.1323 Ratings
Custom objects3.412 Ratings8.784 Ratings
Scripting environment4.13 Ratings6.86 Ratings
API for custom integration5.49 Ratings8.2164 Ratings
Security
Comparison of Security features of Product A and Product B
Copper
8.4
14 Ratings
1% above category average
Insightly
8.1
276 Ratings
3% below category average
Single sign-on capability8.712 Ratings8.3246 Ratings
Role-based user permissions8.113 Ratings7.9181 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Copper
2.0
12 Ratings
114% below category average
Insightly
7.4
90 Ratings
2% above category average
Social data2.012 Ratings6.825 Ratings
Social engagement2.07 Ratings8.078 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Copper
2.1
12 Ratings
109% below category average
Insightly
5.9
135 Ratings
19% below category average
Marketing automation3.412 Ratings6.7135 Ratings
Compensation management1.01 Ratings5.14 Ratings
Platform
Comparison of Platform features of Product A and Product B
Copper
7.9
17 Ratings
5% above category average
Insightly
8.4
297 Ratings
12% above category average
Mobile access7.917 Ratings8.4297 Ratings
Best Alternatives
CopperInsightly
Small Businesses
Salesmate
Salesmate
Score 9.8 out of 10
Salesmate
Salesmate
Score 9.8 out of 10
Medium-sized Companies
Creatio
Creatio
Score 9.1 out of 10
Creatio
Creatio
Score 9.1 out of 10
Enterprises
Creatio
Creatio
Score 9.1 out of 10
Creatio
Creatio
Score 9.1 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
CopperInsightly
Likelihood to Recommend
1.9
(20 ratings)
8.9
(396 ratings)
Likelihood to Renew
-
(0 ratings)
8.4
(30 ratings)
Usability
3.8
(11 ratings)
8.7
(132 ratings)
Availability
-
(0 ratings)
10.0
(4 ratings)
Performance
-
(0 ratings)
10.0
(23 ratings)
Support Rating
1.9
(11 ratings)
5.6
(31 ratings)
Online Training
-
(0 ratings)
10.0
(6 ratings)
Implementation Rating
-
(0 ratings)
6.7
(22 ratings)
Configurability
-
(0 ratings)
7.0
(16 ratings)
Contract Terms and Pricing Model
-
(0 ratings)
10.0
(1 ratings)
Ease of integration
-
(0 ratings)
10.0
(9 ratings)
Product Scalability
-
(0 ratings)
10.0
(7 ratings)
Vendor post-sale
-
(0 ratings)
10.0
(1 ratings)
Vendor pre-sale
-
(0 ratings)
10.0
(1 ratings)
User Testimonials
CopperInsightly
Likelihood to Recommend
Copper (formerly ProsperWorks)
Copper has helped me extensively keep track of not only my own but my company's workflow. With so many projects and quotes to track, it has become essential to keep me on task and not miss any of our goals. It has been a perfect fit with our specific workflow, but I don't think it has the customizability just yet to be a perfect fit for every company out there.
Read full review
Insightly, Inc.
Insightly is very well suited to track steps in a particular process. It is also very easy to connect contacts, organizations, requests, and projects. It is great for storing data in a way that is easily referenced. It is a helpful tool for facilitating team collaboration. The connectivity to our website forms is also very useful. It is less appropriate for tracking financials as far as invoicing and payments.
Read full review
Pros
Copper (formerly ProsperWorks)
  • I think the Opportunities Pipeline is probably the best feature of the CRM. The versatility of it allows for pipelines to be made for not only sales but myriad of other ways.
  • Copper's commitment to customer satisfaction is pretty spectacular. Many CRMs aren't as dedicated to this and provide their customers with simple how to articles that fall short of being an actual help.
  • Copper's ability to sync with Google is an undersold perk. If a company relies on the Google workspace, Copper is an amazing tool to work alongside with Google.
Read full review
Insightly, Inc.
  • Support>It feels like a partnership and support is a critical asset to consider when adopting new tools
  • Customization>The ability to customize with custom objects has allowed us to utilize Insightly in unique ways.
  • Customer Feedback>They very much are interested in soliciting client feedback when it comes to product planning.
Read full review
Cons
Copper (formerly ProsperWorks)
  • I wish it were easier to create a dashboard to view sales and growth.
  • There are some features I would like to change but can't seem to figure out, so I just deal with not being able to, nothing major though.
  • I would like to see it offer more free links to other services such as Quick Books.
Read full review
Insightly, Inc.
  • There are some minor glitches such as the screen freezing up. You can fix this by refreshing the page and it doesn't happen often but when it does, it does disrupt the flow.
  • Pulling a report from multiple objects is limited. You have a lot of options but there are some things you want to be able to pull in together and you can't.
  • Items such as Contacts and Organizations don't always link together.
Read full review
Likelihood to Renew
Copper (formerly ProsperWorks)
No answers on this topic
Insightly, Inc.
Insightly offers a great product; it's the right fit for our company at this time. We were, however, considering moving to Contactually due to their cost effective automation features. However, they lacked the project management capabilities of Insightly. As our company grows, we would love to stay with Insightly - and if they can nail the automation and add the ability to customize a little bit more, it would be the perfect solution for us. For a larger company with a more involved sales team, you might find the metrics/reporting to be a bit basic. Insightly offers great customer service even to free customers
Read full review
Usability
Copper (formerly ProsperWorks)
I would rate Copper overall usability as a 10. It is easy to use. I am not extremely computer friendly so I needed to find something that would fit what I can do. Copper definitely fit the bill. I would highly recommend it to anyone of any level of computer knowledge.
Read full review
Insightly, Inc.
The reports are easy to customize and generate within seconds. The pipeline clearly shows what is going on with the order, so we don't have to waste time frequently checking in. The database helps us quickly look up a healthcare provider's NPI so we can add it to the order and verify eligibility for insurance.
Read full review
Reliability and Availability
Copper (formerly ProsperWorks)
No answers on this topic
Insightly, Inc.
Knock on wood... I haven't had any difficulties with Insightly's availability to-date. I mostly use it on my desktop and infrequently access via my Android phone. No access issues.
Read full review
Performance
Copper (formerly ProsperWorks)
No answers on this topic
Insightly, Inc.
The interface is very user friendly and easy to navigate. Reports can quickly be made, including custom fields.The website response has always been quick to load and has never been unavailable when I have needed access. They listen to requests for additional or custom features, and they hold workshops frequently to assist new and experienced users.
Read full review
Support Rating
Copper (formerly ProsperWorks)
It has been so far so good, they have been quick to respond to queries, and do follow up as well. But then again this is a work in progress and I guess they would not have a solution to every problem every posed to them right away. Hence I will refrain from making any judgments.
Read full review
Insightly, Inc.
Excellent support provided to deploy the app across all platforms like mobile, desktop and web and allow addition or deletion of users in quick time. It does not require any physical infrastructure and can be scaled at any level. It can be used across office locations to collaborate among users and help streamline workflow required to work on various projects.
Read full review
Online Training
Copper (formerly ProsperWorks)
No answers on this topic
Insightly, Inc.
Insightly is a very useful tool, it has the essential capabilities that a company need. Easy to use and very intuitive, so, you don't need tutorial or extra documents. Navigation inside the platform is quite simple. You will be able to store your client's information, about your potential business opportunities, organize teams and users and, connect your emails
Read full review
Implementation Rating
Copper (formerly ProsperWorks)
No answers on this topic
Insightly, Inc.
did not participate in the implementation of this product did not participate in the implementation of this product did not participate in the implementation of this product did not participate in the implementation of this product did not participate in the implementation of this product did not participate in the implementation of this product
Read full review
Alternatives Considered
Copper (formerly ProsperWorks)
For my company, we chose Copper over Salesforce and HubSpot for a few reasons. First and foremost, G-Suite integration. This was one of the most attractive features we liked about Copper. The integration allows for seamless lead import, automated activity tracking and much more. Second, Copper is designed with the end user in mind. It has to be one of the simplest CRMs I have ever used. Additionally, Copper has fantastic customer success managers who make sure you are getting the most out of the platform. Lastly, Copper has very competitive pricing and offers many features of the big name CRMs at a much more economical price point
Read full review
Insightly, Inc.
Insightly has far more modern applications than GoldMine. It allows for more customizations. Our reports are nicer looking and it seems much more user friendly. Insightly also seems to be more than just sales focused. GoldMine seemed to really be geared more towards a sales staff. Insightly has more capabilities for our future needs as well
Read full review
Scalability
Copper (formerly ProsperWorks)
No answers on this topic
Insightly, Inc.
(+) Being able to download my LinkedIn connections was a huge benefit. (+) I use the task function to stay on top of my follow-up activity which is another positive feature. (+) The sorting capabilities also help me pinpoint the contacts that I need to stay on top of. (-) When I add a new lead from an existing organization, I would like the organization's information to automatically populate the fields like address, website, description. I enter all that information manually. (-) My mass mailing experience has been tedious due to the email function being interrupted and crashing due to bad email addresses in some of my records. (-) Many of my leads do not have current email addresses. I wish Insightly offered a tool to help find email addresses. I spend too much time researching to find email addresses.
Read full review
Return on Investment
Copper (formerly ProsperWorks)
  • I used ProsperWorks at a startup with around 100 people that was undergoing a serious sales crisis. ProsperWorks, I would say, was the number one tool to turn around the sales team as it allowed one book of truth and one place where every one could finally be on the same page.
  • It's hard to judge ROI on the joy of using a well designed product. After using SFDC or Hubspot or any other CRM, ProsperWorks will feel like a Ferrari. Everything is fast, everything is smooth, and it's lightweight in a good way.
  • The ROI was excellent based on a productivity stand point. Being able to pull up daily activity reports went a LONG way to ensuring the sales team was hitting their marks, and getting done what they need to get done.
Read full review
Insightly, Inc.
  • We started using Insightly to organize our company, and it's done just that and more which provides value that money cannot buy.
  • Insightly allows our sales team to stay on top of sales leads more so than doing so without it, which in turn creates more sales opportunities.
Read full review
ScreenShots

Insightly Screenshots

Screenshot of Tracks lead activity and status so nothing falls through the cracksScreenshot of Reports provide insight into sales and productivity performanceScreenshot of Screenshot of Screenshot of Screenshot of