Copper vs Insightly
A side-by-side comparison of Copper and Insightly — two options for crm & pipeline. Pricing, features, and honest pros and cons.
Category
CRM & Pipeline
CRM & Pipeline
Rating
4.0 / 5
4.0 / 5
Pricing
From $23/user/mo
From $29/user/mo
Best for
Google-native teams wanting structured pipeline without enterprise cost
Budget-conscious small funds and syndicates
Key features
- Native Gmail and Google Workspace integration
- Automatic activity capture from email
- Pipelines and opportunity tracking
- Task and follow-up automation
- Reporting and dashboards
- Pipeline and opportunity management
- Custom objects and page layouts
- Built-in project management post-close
- Marketing automation (separate module)
- AppConnect integration builder
Pros
- Deepest Google Workspace integration of any CRM
- Automatic logging reduces data entry
- Reasonable pricing for small teams
- Strong value at the low end of the CRM market
- Custom objects flex to fund workflows with effort
- Project tracking after a closed deal is a nice touch
Cons
- Not venture-specific — no warm-path or network graph
- Weaker fit for firms on Microsoft 365
- No venture data model — relationships and rounds are DIY
- No email/network auto-capture like relationship-intelligence CRMs
- Advanced features gate behind higher tiers