57 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>Score 6 out of 100
Based on 57 reviews and ratings
Insightly
<a href='https://www.trustradius.com/static/about-trustradius-scoring#question3' target='_blank' rel='nofollow noopener'>Customer Verified: Read more.</a>
Top Rated
661 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>Score 7.9 out of 100
Based on 661 reviews and ratings
Feature Set Ratings
- Insightly ranks higher in 10 feature sets: Sales Force Automation, Customer Service & Support, Marketing Automation, CRM Project Management, CRM Reporting & Analytics, Customization, Security, Social CRM, Integrations with 3rd-party Software, Platform
Sales Force Automation

4.6
Copper
46%

8.1
Insightly
81%
Insightly ranks higher in 9/9 features
Insightly ranks higher in 9/9 features
Customer data management / contact management

6.0
60%
18 Ratings

9.0
90%
304 Ratings
Workflow management

3.3
33%
17 Ratings

8.7
87%
272 Ratings
Territory management

5.0
50%
4 Ratings

8.1
81%
31 Ratings
Opportunity management

5.6
56%
17 Ratings

8.4
84%
279 Ratings
Integration with email client (e.g., Outlook or Gmail)

8.3
83%
18 Ratings

8.7
87%
284 Ratings
Contract management

5.9
59%
9 Ratings

6.5
65%
21 Ratings
Quote & order management

2.0
20%
7 Ratings

7.8
78%
24 Ratings
Interaction tracking

4.5
45%
17 Ratings

8.1
81%
249 Ratings
Channel / partner relationship management

1.1
11%
7 Ratings

7.7
77%
24 Ratings
Customer Service & Support

3.6
Copper
36%

7.1
Insightly
71%
Insightly ranks higher in 3/3 features
Insightly ranks higher in 3/3 features
Case management

2.9
29%
9 Ratings

7.0
70%
11 Ratings
Call center management

3.3
33%
5 Ratings

7.2
72%
8 Ratings
Help desk management

4.4
44%
7 Ratings

7.1
71%
9 Ratings
Marketing Automation

2.9
Copper
29%

8.0
Insightly
80%
Insightly ranks higher in 2/2 features
Insightly ranks higher in 2/2 features
Lead management

4.4
44%
15 Ratings

8.1
81%
237 Ratings
Email marketing

1.4
14%
9 Ratings

8.0
80%
192 Ratings
CRM Project Management

3.8
Copper
38%

7.6
Insightly
76%
Insightly ranks higher in 3/3 features
Insightly ranks higher in 3/3 features
Task management

4.7
47%
18 Ratings

8.4
84%
292 Ratings
Billing and invoicing management

1.7
17%
5 Ratings

6.0
60%
39 Ratings
Reporting

5.0
50%
16 Ratings

8.3
83%
245 Ratings
CRM Reporting & Analytics

6.3
Copper
63%

8.2
Insightly
82%
Insightly ranks higher in 3/3 features
Insightly ranks higher in 3/3 features
Forecasting

5.6
56%
15 Ratings

7.0
70%
92 Ratings
Pipeline visualization

6.9
69%
17 Ratings

8.8
88%
242 Ratings
Customizable reports

6.4
64%
15 Ratings

8.7
87%
234 Ratings
Customization

5.1
Copper
51%

7.5
Insightly
75%
Insightly ranks higher in 4/4 features
Insightly ranks higher in 4/4 features
Custom fields

8.0
80%
18 Ratings

8.6
86%
266 Ratings
Custom objects

4.9
49%
12 Ratings

7.7
77%
34 Ratings
Scripting environment

4.1
41%
3 Ratings

6.8
68%
6 Ratings
API for custom integration

3.5
35%
8 Ratings

7.0
70%
124 Ratings
Security

8.4
Copper
84%

8.7
Insightly
87%
Copper ranks higher in 1/2 features
Copper ranks higher in 1/2 features
Single sign-on capability

8.9
89%
12 Ratings

8.8
88%
202 Ratings
Role-based user permissions

8.0
80%
12 Ratings

8.5
85%
133 Ratings
Social CRM

2.1
Copper
21%

7.4
Insightly
74%
Insightly ranks higher in 2/2 features
Insightly ranks higher in 2/2 features
Social data

2.2
22%
12 Ratings

6.8
68%
25 Ratings
Social engagement

2.0
20%
7 Ratings

8.0
80%
78 Ratings
Integrations with 3rd-party Software

2.0
Copper
20%

6.6
Insightly
66%
Insightly ranks higher in 2/2 features
Insightly ranks higher in 2/2 features
Marketing automation

3.0
30%
12 Ratings

8.1
81%
100 Ratings
Compensation management

1.0
10%
1 Rating

5.1
51%
4 Ratings
Platform

7.2
Copper
72%

8.9
Insightly
89%
Insightly ranks higher in 1/1 features
Insightly ranks higher in 1/1 features
Mobile access

7.2
72%
16 Ratings

8.9
89%
259 Ratings
Attribute Ratings
- Insightly is rated higher in 3 areas: Likelihood to Recommend, Usability, Support Rating
Likelihood to Recommend

3.0
Copper
30%
19 Ratings

8.2
Insightly
82%
329 Ratings
Likelihood to Renew

Copper
N/A
0 Ratings

7.1
Insightly
71%
20 Ratings
Usability

4.7
Copper
47%
10 Ratings

9.0
Insightly
90%
62 Ratings
Availability

Copper
N/A
0 Ratings

10.0
Insightly
100%
6 Ratings
Performance

Copper
N/A
0 Ratings

8.3
Insightly
83%
44 Ratings
Support Rating

2.8
Copper
28%
12 Ratings

8.4
Insightly
84%
42 Ratings
Online Training

Copper
N/A
0 Ratings

9.0
Insightly
90%
5 Ratings
Implementation Rating

Copper
N/A
0 Ratings

8.6
Insightly
86%
57 Ratings
Product Scalability

Copper
N/A
0 Ratings

7.8
Insightly
78%
6 Ratings
Likelihood to Recommend
Copper
It is very easy to use to enter client information and opportunities, as well as follow-up tasks. I use the program every day to set myself up with a client follow-up list on a specific day each week when I either call a client, follow up on an opportunity, or simply schedule a service for them.
Director of Sales
Invert EnvironmentalEnvironmental Services, 1-10 employees
Insightly
I think Insightly is a pretty good option for anyone looking for a database for their contacts. The different plans allow for a small number of contacts to a larger number for bigger companies. I'm not sure that really is a database that is completely perfect for everyone, but Insightly does a great job of covering at least a little bit of everything which makes it relevant to a lot of industries. I would say that if you are a really tiny company, this probably isn't the best software for your contact.
Owner
Desktop Deputy Virtual AssistantConsumer Services, 1-10 employees
Pros
Copper
- 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.

Verified User
Employee in Other
Financial Services Company, 51-200 employeesInsightly
- It is a great CRM tool that is very intuitive and makes it easy to manage opportunities.
- I like that it can clearly show activity on projects, schedule tasks, and effectively manage directory contacts.
- I can automatically subscribe my leads to the email list through the web forms provided by Insightly.
CMO (Chief Marketing Officer)
Spectrum ReachMarketing & Advertising, 1001-5000 employees
Cons
Copper
- Copper automatically pulls leads' social information and picture. Sometimes this information is not accurate.
- We did not have a successful integration with RingCentral (web phone and meeting app) but this isn't a huge drawback.
- I am pleased using Copper and can't think of any other cons since implementation.
Manager, Business Development
Manifest LLCMarketing and Advertising, 51-200 employees
Insightly
- Without putting information in Notes, there is no way to maintain multiple fields' yearly information over several years.
- Would like to be able to edit (re-order) the list of LIST VIEW queries
- It would be great if the STATE field had a dropdown with the states listed
- In NOTES, you can report on Comment count - It would be nice you could report on comment count in TASKS also

Verified User
Administrative Assistant in Other
Non-profit Organization Management Company, 1-10 employeesPricing Details
Copper
General
Free Trial
Yes
Free/Freemium Version
—Premium Consulting/Integration Services
—Entry-level set up fee?
No
Starting Price
$25 per month per user
Copper Editions & Modules
Edition
Basic | $25.001 |
---|---|
Professional | $59.001 |
Business | $119.001 |
- per month per user
Additional Pricing Details
—Insightly
General
Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No
Starting Price
$0 per month Up to 2 users
Insightly Editions & Modules
Edition
Plus | $29.001 |
---|---|
Professional | $49.001 |
Enterprise | $99.001 |
Free | $02 |
- Per User/Per Month (billed annually)
- per month Up to 2 users
Additional Pricing Details
—Likelihood to Renew
Copper
No score
No answers yet
No answers on this topic
Insightly
Insightly 7.1
Based on 20 answers
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
Development Coordinator / Implementation Specialist
the school collectiveComputer Software, 1-10 employees
Usability
Copper
Copper 4.7
Based on 10 answers
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.
President
Golf Advisory CouncilSports, 1-10 employees
Insightly
Insightly 9.0
Based on 62 answers
Insightly cannot store large amount of data as it has limitation of storing large amount of data and that requires a lot of effort. It requires great amount of computation time as well to perform territory and customer segmentation analysis based on algorithm used which leads to delay in delivery of projects.

Verified User
Analyst in Engineering
Health, Wellness and Fitness Company, 10,001+ employeesReliability and Availability
Copper
No score
No answers yet
No answers on this topic
Insightly
Insightly 10.0
Based on 6 answers
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.
Owner
Life Simplified, LLC "Organized for Clarity" (R)Management Consulting, 1-10 employees
Performance
Copper
No score
No answers yet
No answers on this topic
Insightly
Insightly 8.3
Based on 44 answers
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.
Project Manager
Henkels & McCoy, Inc.Construction, 5001-10,000 employees
Support Rating
Copper
Copper 2.8
Based on 12 answers
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.
Manager, Sales Readiness
NytroComputer Software, 51-200 employees
Insightly
Insightly 8.4
Based on 42 answers
We're very disappointed with the technical support Insightly has to offer. Firstly, there is a lack of proper training modules or technical resources available online, even with a strong community of users. Then, their support team is highly unresponsive and so slow in getting a speedy resolution to your problem. We have faced issues in the past and it was almost impossible to get in touch with their support team. On the other hand, during implementation, their support team was great and made sure everything was set up properly and smoothly.
Business Operations Manager
ZS AssociatesManagement Consulting, 5001-10,000 employees
Online Training
Copper
No score
No answers yet
No answers on this topic
Insightly
Insightly 9.0
Based on 5 answers
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
Network Operation
Alcance Media GroupMarketing and Advertising, 11-50 employees
Implementation Rating
Copper
No score
No answers yet
No answers on this topic
Insightly
Insightly 8.6
Based on 57 answers
The only missing thing at this time that would make our implementation complete would be a tighter integration with Xero allowing us to send quotes and report on quotes from Insightly!Xero has, excuse the pun, ZERO reporting on quotes sent!!!They are both very good products, however it's the little things that make good GREAT!
Chief Information Officer
One Digital MediaInformation Technology and Services, 51-200 employees
Alternatives Considered
Copper
ProsperWorks is just an amazing lightweight CRM. Unless you're a large organization that needs to build out crazy custom reporting and tools that integrate into your CRM, Prosperworks is the best bet. Instead of being an IT project that you need to get a bunch of other people involved in, it just works and allows the very basic job of managing customer relationships to be done effectively. Salesforce is too bloated for a small organization, and while HubSpot is pretty decent it just doesn't match the Gmail integration and usability of Prosperworks.
Founder
Predictable HireHuman Resources, 1-10 employees
Insightly
Insightly is cheaper compared to Intercom and catered to our needs as much as we wanted, hence we chose Insightly. They do offer the usual CRM things we needed, on top of which they also support workflow automation, email management as well as marketing tool. So no sense in choosing another expensive software compared to this one.

Verified User
Analyst in Finance and Accounting
Financial Services Company, 10,001+ employeesScalability
Copper
No score
No answers yet
No answers on this topic
Insightly
Insightly 7.8
Based on 6 answers
(+) 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.
Vice President
Shadow Polymer Industries, IncMedical Devices, 11-50 employees
Return on Investment
Copper
- Speed to call leads has increased for us over 32%.
- Opportunities have not fallen through the cracks with collaboration efforts from CS and Sales.
- Saves us time inputting information into just Copper vs. multiple clicks and crappy integrations with other CRMs.
Sr. Account Executive
MotivosityHuman Resources, 11-50 employees
Insightly
- The sales process has been more accessible and it has also been easier to read reports, avoiding the previous confusion.
- As it is an all-in-one platform, less staff is required to do CRM and project monitoring.
- I have been able to attract a large number of new clients by being able to have a different CRM platform where an excellent operation and performance is found, streamlining the work process.
Territory Sales Manager
AltriaConsumer Goods, 5001-10,000 employees