Insightly CRM vs Copper CRM

Choose the flexible CRM for fast-growing companies. Insightly Customer Relationship Management (CRM) and project management is a modern, cloud-based platform built for scaling businesses. Growing teams rely on Insightly to manage customer relationships, leads, sales opportunities, marketing campaigns, and projects in one unified system. Automatically score leads, send timely follow-up, and track every stage of your pipeline with confidence. The Insightly platform is flexible, customizable, and accessible via web browser and mobile app, helping teams stay productive and turn more leads into sales.

Copper CRM helps you connect with leads, win deals, deliver projects and create repeat clients. It’s the CRM made for Google Workspace, so it pulls in contact information and email conversations, and layers on productivity tools. Copper helps you manage your entire sales process and projects using visual pipelines right from your iPhone, so you can bring Copper anywhere your business takes you. • You can try Copper CRM for free with our 14-day trial—no credit card required. • Copper for iPhone is designed as a companion to the Copper web app. Highlights: • CRM for Google—Syncs with Gmail, Contacts, Calendar, Docs, Sheets, Slides and Google Drive. • Access all customer data, log calls and text messages, and add meeting notes so every interaction is tracked.  • Manage opportunities and projects in a visual pipeline. Easily sort, filter and track updates to keep deals and projects moving forward. • Scan business cards at meetings and events to easily add new contacts • Save time by speaking into your phone to log activities and notes – no typing needed. Features & Benefits: Native G Suite Integration 
Copper CRM is seamlessly integrated with Google Workspace, so you can access your CRM where you already work—your Gmail, Google Calendar, and Google Drive. Automated Workflows 
Capture website form fills and reply instantly to set up your first meeting. Automatically send follow up emails when you move an opportunity or project to the next stage in your process. Insights across the entire customer journey
 With advanced reporting, dashboards, project management and customizable pipelines, you will have real-time analytics to help you deliver client projects and exceed expectations. Get up and running in days, not months 
Connect your team’s Gmail accounts first. Copper then pulls in contact information and email conversations. Connect the tools you’re already using 
Copper’s powerful integrations seamlessly connect with your favorite tools to bring in even more customer information.