Overview: Insightly CRM and Copper as CRM Category solutions.

Insightly CRM and Copper both cater to CRM needs, yet they serve differing user bases and operational requirements. Insightly CRM emphasizes larger-scale operations and complex integrations, making it ideal for big enterprises in diverse industries. Copper focuses on streamlined engagement management, appealing to smaller to mid-sized businesses, particularly in consulting and IT sectors. Both have their strengths, with Insightly excelling in customization and scalability, and Copper shining in user-friendly practices and simplified processes.

Insightly CRM and Copper: Best Use cases based on the customer satisfaction data

Key Capabilities Supported

Insightly CRM facilitates contact list and lead management, workflow automation, and robust communication tools, meeting the needs of large enterprises with complex processes. read more →

Copper supports engagement and follow-up management, with emphasis on communication and lead tracking, suiting businesses focusing on growing customer interactions. read more →

Business Goals

Insightly CRM helps improve customer relationships and acquire new customers, aligning with enterprises aiming for enhanced internal communication and market expansion. read more →

Copper aims to enhance customer relationships and acquisition while promoting best practices, aligning with small to mid-sized businesses concentrating on efficient scaling. read more →

Core Features

Insightly CRM offers in-depth analytics and seamless integration, along with custom reporting and data management, designed for businesses needing comprehensive insights. read more →

Copper's strengths lie in easy migration and integration, along with user-friendly analytics and AI support, ideal for companies focusing on quick setup and operation. read more →

Vendor Support

Insightly CRM provides round-the-clock support via email, chat, and phone, catering to industries that demand constant, reliable assistance. read more →

Copper offers 24/7 support but in a more scaled-down manner, with options including phone and chat, perfect for businesses requiring occasional support. read more →

Segments and Industries

Insightly CRM primarily serves large enterprises across various sectors, including IT and financial services, indicating readiness for complex needs. read more →

Copper is favored by smaller enterprises and consulting firms, reflecting its appeal to those in management and tech-focused environments. read more →

Operational Alignment

Insightly CRM integrates well into expansive operational workflows, supporting large-scale implementations and diverse business models. read more →

Copper aligns with streamlined operations, suitable for businesses that prefer straightforward, less cumbersome CRM solutions. read more →

Applying your context and needs changes the comparison

Failure Risk Guidance?

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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IT and Other Capabilities

Low
Medium
High

Ease of migration

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Data

Data Export

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Data Import

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Support

Email Support

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Chat Support

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24/7 Support

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Phone Support

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Others

Analytics

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Custom Reports

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AI Powered

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Most deployed common Use Cases for Insightly CRM and Copper

How can Insightly CRM and Copper enhance your Contact List Management process?

Insightly Crm and Copper both enable users to manage contact lists by storing client information, tracking interactions, and organizing contacts into groups. Insightly Crm allows users to link contacts to opportunities and projects, which Copper lacks. However, Copper's integration with email allows users to see email threads and activity history within contact profiles, while Insightly Crm has limitations in this area.

"...This way you can see who you should be including in any client contact...." Peer review by Laurie Enos, Marketing Consultant | Social Media Consultant | Website Design Consultant, Blue Dog Marketing

"...We use Copper as a complete solution for not only managing our entire sales pipeline but also as a database for contact and list management...." Peer review by Jeremy R, Co-Founder/Chief Operating Officer, Marketing and Advertising

How can Insightly CRM and Copper enhance your Engagement Management process?

Both Insightly Crm and Copper enable users to track customer interactions and follow up on leads. Insightly Crm emphasizes integration with email platforms such as Outlook and Gmail, allowing users to tie email communications to sales follow-up. Copper prioritizes flexible management and personalization, offering features like email sequences and reminders for client follow-up. However, both tools have limitations, as Insightly Crm requires significant setup effort, while Copper lacks direct campaign and follow-up automation within Gmail.

"...With Insightly it's easy and fast to track projects and follow ups with customers and leads...." Peer review by Laura Pérez Prendas, Operations Manager, QM Ingenieria

"...Following up with leads Team communicating in different locations doing same tasks...." Peer review by Mariano V, Director, Restaurants

How can Insightly CRM and Copper optimize your Lead Tracking Workflow?

Insightly CRM and Copper both track leads and opportunities. Insightly CRM allows users to create custom settings for tracking opportunities, while Copper offers customizable features for managing leads in the pipeline. Insightly CRM excels at tracking activities related to leads, while Copper focuses on tracking opportunities through the sales funnel. Both tools have limitations, with Copper occasionally failing to track duplicate leads and Insightly requiring users to set follow-up steps to avoid losing track of prospects.

"...We were using this tool organization-wide and have used Insightly in a variety of different ways: Track leads (from initial call to contract closing)..." Peer review by Verified User, Manager in Product Management, Internet

"...It's easy to enter and track contacts or prospects in the system...." Peer review by Mike W., Marketing Director, Management Consulting

How does Insightly CRM and Copper address your Communication Management Challenges?

Both Insightly Crm and Copper offer email tracking features. Insightly Crm provides email templates and integrates with Gmail for sending emails. Copper integrates with various mail platforms for managing communications. However, Insightly Crm lacks email tracking for emails received from clients. Copper lacks the ability to send emails within the program.

"...Email tracking and templatesGreatly improves reporting capabilitiesExpanded workflow management features in mobile apps..." Peer review by Aleese Gulick, Program Manager 2, University of Houston

"...Shared customer email history, contact interactions, opportunity management...." Peer review by Dave T, Technical Project Coordinator, Information Technology and Services