Insightly vs Copper (2026)
Insightly and Copper are both mid-market CRMs popular with small and growing teams. Insightly pairs CRM with built-in project management; Copper is the CRM built specifically for Google Workspace users. Here's how to choose.
Insightly
CRM built for SMBs that blends sales pipeline management with native project management. Practical choice for service businesses that need to track deals and then deliver on them.
Copper
The only CRM officially recommended by Google, built natively inside Gmail, Calendar, and Drive. Ideal for teams that live in Google Workspace and want a CRM that feels like a natural extension of it.
TL;DR
- Pick Insightly if you sell and then deliver — you want a CRM that hands closed deals straight into built-in project management without buying a separate tool.
- Pick Copper if your team lives in Gmail, Calendar, and Google Workspace and you want a CRM that disappears into that workflow with near-zero data entry.
Pricing
Insightly's CRM tiers (Plus, Professional, Enterprise) run from roughly $29 to $99/user/mo, with a small free plan for up to 2 users; it also sells separate Marketing and Service products that share the platform. Copper's plans (Starter, Basic, Professional, Business) run from about $12 to $134/user/mo, with the most useful automation and reporting landing on the Professional tier. Both bill annually for best pricing and sit in mid-market territory.
Core strengths
Insightly's differentiator is the CRM-plus-projects combination: when a deal closes it can automatically spin up a linked project with milestones, tasks, and pipelines, so onboarding or delivery happens in the same system that sold the work. Copper's differentiator is its Google Workspace integration — it runs inside Gmail as a side panel, auto-logs emails and meetings, and scrapes contact details from your inbox so reps barely touch the keyboard. Copper is arguably the most "native to Google" CRM on the market.
Pipeline and sales workflows
Both offer clean visual pipelines with custom stages, tasks, and automation. Copper leans on its Gmail integration to keep deal records current automatically and offers workflow automation and task triggers. Insightly supports multiple pipelines for both sales and post-sale projects, plus lead routing and workflow automation, which makes it the stronger choice when your process continues past the closed-won stage.
Email and integrations
Copper's whole identity is Google: deep Gmail, Calendar, Drive, and Docs integration with automatic activity capture. If you're not on Google Workspace, you lose much of its advantage. Insightly integrates with both Gmail and Outlook, offers a capable API, and connects to its own marketing and service modules plus common third-party apps. Google-first teams favor Copper; mixed or Outlook environments favor Insightly.
Reporting
Insightly's reporting and dashboards are robust, including configurable dashboards and BI-style cards, and benefit from spanning sales plus project data. Copper offers solid sales reporting, activity tracking, and forecasting, strongest on its Professional and Business tiers. For analytics that cover both selling and delivery, Insightly has the edge.
Bottom line
Choose Insightly if your work doesn't stop at the sale and you want pipeline plus project delivery in one platform. Choose Copper if your team is all-in on Google Workspace and wants a CRM that auto-captures everything from Gmail with minimal manual entry. Project-driven teams lean Insightly; Google-native sales teams lean Copper.