5 Reasons to Switch to Copper from Insightly CRM

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CRM & Tech : 4 min read

5 Reasons to Switch to Copper from Insightly CRM

When you’re using a Google-recommended CRM for G Suite, you get a fully integrated CRM that helps you maximize productivity—and minimize your busywork.

We looked at how Copper stacks up against Insightly and the results are, well...read on and let us know if you agree.

1. All your CRM data in one tab

Insightly’s tabular interface means you have to click three times before you see any relevant information. Wrote a note on a particular account? You’ll need to click into all the sales notes and read through them to find the one you’re looking for.

Want to see the document a prospect signed? You’ll need at least another two or three clicks to get to the attached files.

Copper keeps it simple with all your contact’s details on one screen saving you time from clicking around to find what you’re looking for. Plus, with its search bar and filters, you can narrow your search and save your parameters for next time, which cuts down on the repetitive work you have to do.

what leads look like copper crm

2. Full CRM functionality, right in Gmail

Copper lives inside your Gmail inbox, which means it can automatically capture your email history and associate them to the right accounts.

What's even better, you get full CRM functionality directly within Gmail: view and update your leads, accounts, and opportunities right from your inbox—no more tab-switching back and forth.

Something else you won't have to do anymore: BCC yourself or remember to hit “Send and Save” to record your emails.

What you can do now with this CRM? See when your contact opens your email and quickly plan timely follow-ups:

email tracking in copper crm

“Love the direct integration with Gmail and being able to stay in Gmail for the majority of my day instead of switching back and forth for mundane tasks.” - G2 Crowd Review

3. Native integration with G Suite

Copper is designed specifically for Google and a Google-recommended CRM. No need to spend hours in training sessions learning a new tool—it feels and looks exactly like the G Suite applications you already know and love.

What this means for you: all your CRM data is now integrated with your calendar, email, contacts, Sheets, and more. Without you having to lift a finger, Copper can pull files and emails into your contact records and create detailed profiles for all your relationships. Imagine all the time you could save.

See it in action here:

"GSuite and Copper fit like a glove! No more data capture and filling out CRM screens - Copper literally automates 90% of the data you need to capture to keep opportunities up to date."- G2 Crowd Review

4. Highest CRM adoption

Copper was built to be user-friendly, beautiful, and easily adaptable to your processes and workflows.

It’s so simple and intuitive, your entire team can jump right in. No need to hire a dedicated admin to spend hours on the setup process. On the other hand, a more complicated system like Insightly takes a while to configure and is cumbersome to navigate when you need to work quickly.

If your company needs to move quickly and doesn't have a ton of time to devote to onboarding new tools, you need something that fits into the tools you already use and that can be a natural addition to your day-to-day workflow.

5. A focus on your success

Copper is user-friendly and easily customizable—no IT required to get up and running. And when you do need some help, you won't have to deal with endless email chains or unhelpful answers. Between Copper’s support portal and round-the-clock customer support team, you’ll always be able to find the answers you need.

“I have spent weeks of my life searching for a CRM that is the best fit for my business and I can confidently say this is it. Also, their support is amazing! If you really want to voice your opinion on the future development of this software, they absolutely make that happen!” - G2 Crowd Review

Thinking of scaling your business with Insightly CRM? Try Copper first.

Ready to start growing and closing with a CRM that'll keep up with you as you scale your business?

Give Copper a try. If you have any questions, get in touch with us at sales@copper.com!