What users are saying about
57 Ratings
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Top Rated
661 Ratings
57 Ratings
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Score 6 out of 100

Insightly

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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

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

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

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

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

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

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

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

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

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

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

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.
Mark Caliendo | TrustRadius Reviewer

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.
Amy O'Day | TrustRadius Reviewer

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.
Anonymous | TrustRadius Reviewer

Insightly

  • 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.
Michael Guth | TrustRadius Reviewer

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.
Erik Viager | TrustRadius Reviewer

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
Anonymous | TrustRadius Reviewer

Pricing 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
  1. 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
  1. Per User/Per Month (billed annually)
  2. 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
Vanessa Johnson | TrustRadius Reviewer

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.
Jason Tenzer | TrustRadius Reviewer

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.
Anonymous | TrustRadius Reviewer

Reliability 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.
Jane Beisell PMP, CIA | TrustRadius Reviewer

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.
Douglas Psulkowski, P.E. | TrustRadius Reviewer

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.
Ben J. Varghese | TrustRadius Reviewer

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.
Shivam Bhatt | TrustRadius Reviewer

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
Eduardo Reyes | TrustRadius Reviewer

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!
Jeremy Grant | TrustRadius Reviewer

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.
Scott Entwistle | TrustRadius Reviewer

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.
Anonymous | TrustRadius Reviewer

Scalability

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.
Phil Cashen | TrustRadius Reviewer

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.
Kelly Wasden | TrustRadius Reviewer

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.
Stella Olsson | TrustRadius Reviewer

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