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Compare Insightly CRM vs Copper

Comparison Summary

This comparison report of Insightly CRM vs. Copper is based on a specific set of business needs and context. The comparison uses 15930 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Insightly CRM and Copper

Insightly CRM, Copper, Freshsales, Pipeline CRM, etc., belong to a category of solutions that help CRM. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.

Insightly CRM covers Contact List Management with E-Mail, Engagement Management with E-Mail, Lead Tracking, Workflow Management, etc.

Copper focuses on Engagement Management with E-Mail, Contact List Management with E-Mail, Lead Tracking, Lead Management, etc.

"Insightly does everything in the most intuitive way possible. " - Seth Rodden

"Customers’ expectation for how to engage with the physical world is accelerating rapidly. So we think of the retail experience in a very data-driven manner—similar to that of an online session. Just like the web optimizes the conversion funnel, we f...ind unique moments in the physical store where we can use technology to remove friction. " - Healey Cypher

Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.


logo Insightly CRM

Focus area

Insightly CRM is better than Copper for

Software Failure Risk

  • medium

logo Copper

Focus area

Copper is better than Insightly CRM for

Software Failure Risk

  • medium

About

CRM Software for Gmail, G Suite and Outlook.

Copper | CRM Software Built for Google & G-Suite

Age

2009

Financials

SERIES C

Business Need

Total Processes
(we found evidences for)

108

89

Total Goals
(we found evidences for)

13

13

Top Processes

Evidences indicate better relative satisfaction


contact list management

creating contact list


engagement management

engaging and following up




communication management

sending & publishing communications

tracking & monitoring communications


sales document management

proposal & quote management

contract management



opportunity management


generation of new leads


conversion management


relationship management


pipeline management


campaign management

campaign monitoring




business development


helpdesk management


social media management

social media analytics


training & onboarding




sales call management

meeting management


products & pricelist management


knowledge management



customer feedback management

measuring customer satisfaction

measuring net promoter score




competitive intelligence





follower management


rating and review management






customer case management




sales review & feedback


lifetime value management


revenue cycle management



loyalty management

identify target customers


trade show marketing



calendar management


advocacy management


sales commission management


discount management


promotion management




motivation management



renewal management


personalized marketing





content management


lead qualification

lead qualification: demographic

lead qualification: technographic


membership management


courses & assessment

track learning progress




international marketing


merger and acquisition


relationship marketing



conference call management


segmentation and targeting


Top Goals

Goals Achieved

  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Improve internal communications

  • Improve stakeholder relations

  • Enter new markets internationally or locally

  • Improve visibility

  • Improve ROI

  • Launch new products

  • Improve consistency

  • Improve efficiency

  • Scale best practices

  • Increase average basket value

  • See 10 more
  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Scale best practices

  • Improve internal communications

  • Improve stakeholder relations

  • Launch new products

  • Build brand awareness

  • Grow market share

  • Enter new markets internationally or locally

  • Improve visibility

  • Improve ROI

  • Improve digital and social presence

  • See 10 more

Top Channels

Channels Used

  • e-mail

  • phone calls

  • offline

  • mobile

  • point of sale

  • website

  • mobile app

  • video

  • social media

  • on premises

  • promotions

  • user generated content

  • blogs

  • chat

  • Facebook

  • events

  • trade shows

  • Slack

  • games

  • See 16 more
  • e-mail

  • phone calls

  • offline

  • mobile

  • point of sale

  • website

  • mobile app

  • video

  • social media

  • on premises

  • promotions

  • user generated content

  • blogs

  • chat

  • Facebook

  • events

  • trade shows

  • Slack

  • games

  • See 16 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

low

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low

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Security & Privacy Risk

low

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medium

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Integration Risk

medium

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medium

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Migration Risk

medium

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medium

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Business Setting