Insightly vs Copper

Salesforce Sales Cloud

Zoho CRM

Dynamics 365

monday.com

HubSpot CRM

Pipedrive

Compare Insightly and Copper based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2026.

Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. The platform combines human sales professionals with AI-powered automation, data, and intelligence. This integrated solution is designed to help businesses of all sizes and industries.

HubSpot CRM is a lead management solution that helps businesses with recording calls, logging emails and managing customer data. It has been designed from the ground up and is ready to eliminate manual work and actually help sales teams. It was built ready for the modern world to help users get running and start selling.

Zoho CRM is a cloud-based customer relationship management (CRM) solution that helps businesses of all sizes close deals smarter, better and faster. The solution lets businesses reach customers through every channel, including telephone, email, social media, and live chat.

Insightly is easy to use, simple to customize, and scales with companies as they grow. Insightly helps teams build and convert sales pipeline, increase productivity, and build lasting customer relationships.

Access Controls/Permissions

Activity Dashboard

Activity/News Feed

Activity Tracking

Alerts/Notifications

Appointment Scheduling

Assignment Management

Batch Processing

Budgeting/Forecasting

Business Card/Badge Scanning

Calendar/Reminder System

Calendar Sync

Campaign Management

Collaboration Tools

Commenting/Notes

Commission Management

Configurable Workflow

Contact Database

Contact Management

Contract/License Management

Customer Database

Customer Engagement

Customer Segmentation

Customer Support

Customizable Branding

Customizable Fields

Customizable Reports

Customizable Templates

Dashboard

Dashboard Creation

Data Import/Export

Data Visualization

Deal Management

Document Management

Document Storage

Drag & Drop

Dynamic Modeling

Email Management

Email Marketing

Email Templates

Email Tracking

Event Triggered Actions

Field Sales Management

File Management

File Sharing

Forecasting

For Insurance Industry

For iPad Devices

For Mac Devices

For Sales Teams/Organizations

For Small Businesses

For Startups

Goal Setting/Tracking

Graphical Data Presentation

Interaction Tracking

Internal Chat Integration

Kanban Board

Lead Capture

Lead Distribution

Lead Generation

Lead Management

Lead Nurturing

Lead Qualification

Lead Scoring

Lead Segmentation

Marketing Automation

Mobile Access

Mobile App

Modeling & Simulation

Monitoring

Multi-Currency

Opportunity Management

Percent-Complete Tracking

Performance Metrics

Pipeline Management

Pipeline Reports

Prioritization

Process/Workflow Automation

Project Planning

Project Planning/Scheduling

Project Templates

Project Tracking

Proposal Generation

Prospecting Tools

Quotes/Estimates

Real-Time Analytics

Real-Time Data

Real-Time Notifications

Real-Time Reporting

Real-Time Updates

Recurring Tasks

Referral Tracking

Reminders

Reporting/Analytics

Reporting/Project Tracking

Reporting & Statistics

Role-Based Permissions

Sales Activity Management

Reviews for Insightly come from a wide variety of industries, including marketing and advertising (10% of reviewers), management consulting (7%), and computer software (7%). The most frequent use case for Insightly cited by reviewers is CRM (60% of reviewers).

Users and use cases

Some users report that Insightly’s free plan is valuable for startups and small businesses, and reviewers appreciate its generous features and competitive entry-level pricing. However, some reviewers feel the paid tiers are expensive and include unnecessary or costly add-ons.

Value for money

Insightly is a CRM solution offering key features such as contact management, among others.

Insightly

Web-based

Android

Windows

iPad

iPhone

Plus

Professional

Enterprise

Head of Growth

As a result, no-one was following a consistent lead and opportunity management process, things like date fields became a nightmare because when exporting leads, some appeared to be using US date format and some using UK format, so identifying recent leads & opps was tricky.

Director of Design and Engineering

The cap of fields in a custom object, the automations not triggering correctly -> you have to delay triggers so that automations do not overlap and contradict each other.

Global Marketing Manager

it will cover the basic functions you need and enable you to run basic marketing campaigns but won't give the added functionality of the more complex options out there.

Sales Manager Educational Products

The reporting and analytics tools to be less advanced compared to other CRM platforms, making it challenging to create highly customized or in-depth reports.

It covers all the bases- customisation, data import and export and all the basic features you would expect and I found it intuitive to use

I like the collaboration capabilities with API via Appconnect, AutoCAD, BricsCAD, Loveland Innovations IMGING, etc

Managing Solicitor

Additionally I like the Kanban view for tracking projects and the ability to pull reports and filter projects.

Equally the dashboards/Reports section really needs work as it’s unnecessarily difficult to create reports and dashboards for very simple metrics.

VP Sales and Marketing

Opportunities & Projects are key to us and with good naming practices they are easy to refer to as needed in the future after completion: such as "2023..Smith Company-New boiler project".   And all parties connected to a Project can be linked so easily.

Founder and Financial Advisor

However, as my business grew, it did not scale in the way I ultimately needed.

Owner Broker

Guided Onboarding or Live support available at $1500 to $3000 for Premier Support.

I found Insightly to be very easy to get started with, and from a cost standpoint, it felt like a practical, cost-effective option.

The user-friendly interface and comprehensive features allowed me to effectively manage contacts, track communication, and collaborate with my team.

Editor

Insightly has given us an ability to keep track of all our sales and all our clients' contact details so that we can contact anyone promptly.

Business Development Specialist

The system is very smart and has many modern capabilities such as recognizing when there is an existing contact which in turn saves time and redundancies.

Senior Customer Care Specialist

It also does not have intuitive searching and looks for verbatim entries

There are a lot of holes and catch reports that need to be created.

Case Manager

It really does help with efficiencies and workflow.

I needed to have contacts online so that it would be possible from anywhere in the world to access, add notes and send notifications.

Administrator

Lastly, once you create a lead, even after converting to a contact, the lead still shows up when that specific client is searched for.

It allows a company to keep all of their client information in one location and access quickly and easily.

I also appreciated the seamless integration with email, allowing me to track and log communications with clients.

Its intuitive user interface, making it easy for teams to adopt and use efficiently.

Sometimes automations to not trigger at all.

It is one of the bets CRM softwares and it is free for limited users and we don't need more users in our company so this software has become very useful to us.

The phone number fields do not have an automated template, the number can be input anyway.

Director of Customer Service

Very user friendly, custom views for all users is great, reporting is excellent.

The way that some of the fields are set up, they are not made for quick editing, copying, etc.

The address fields, specifically state, do not have preset options and either can be an abbreviation or spelled out.

Marketing & Sales Support Manager

I dont like the method of how to capture event related campaigns in relation to sales leads at events. But I am comparing it to my past experience with using Salesforce which had a campaign section to clearly give credit to it and house lists within a campaign e.g. a conference or tradeshow.

Sales Analyst

Highly customisable and cheap CRM to set up.

Executive Assistant/ Freelancer

Generally, Insightly is a very much respected CRM programming that can be an important resource for organizations hoping to really deal with their associations with clients more. While there are a few possible disadvantages, for example, restricted revealing capacities and the expense of the product, numerous clients track down that Insightly's scope of elements, customization choices, and convenience make it a significant expansion to their tool compartment.

There are some minor glitches that can be fixed by refreshing the page but it does disrupt the flow.

We really do need the App Connect specialist's support.

It contributed to improving my efficiency in managing customer relationships and driving business growth.

Accountant

I found the recurring tasks and using the pipelines a bit cumbersome and in the end, we opted for an industry-specific software with many automations of tasks and links with many third-party systems, like HMRC and Companies House in the UK

Business Development Manager

Lack of pre-built connectors for the integration with enterprise platforms and portals.

IT Expert

I like the efficiency of the features of Insightly.

It is not as user friendly as it is made out to seem.

Director of Marketing and Business Development

Insightly has been a beneficial addition to our sales and marketing efforts allowing us to easily store our contacts, leads, and projects in one platform.

Insightly's design is intuitive and easy to understand how to set up.

Account Manager

Our team has used Insightly to manage outreach efforts to new leads and to track activity/progress on projects for existing clients.  

Supply Chain Manager

Our most used were: pulling data, customer history, automated customer communication, and order management.

Insightly offers many products and features to be a one-stop-shop in the administrative world.

IT Client Services

Helps keep track of tasks and contacts very well

Account Executive

Lead/contact management is crucial to our business, and this platform helps store them in one spot which can easily be looked up.

Procurement Manager

I have zero dislikes concerning Insightly.

Head of Client Engagement & Services

This is not just a statement about look and feel. When i create a report i get a list of objects with certain data that changes on a regular basis.

office manager

They offer sufficient customer support for setup and management

Insightly vs Copper Comparison (2026)

Insightly

Copper

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives