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MarTech Audit

Free marketing tech stack audit tool. Compare marketing tools, score your stack, and find the best martech solutions for your business.

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MarTech Audit — Free marketing technology stack comparison tool. Built in Phoenix, AZ. Data verified March 2026.

Sponsored by Helios AI Services — Custom AI tools for small businesses.

Tools/Copper vs Insightly

Copper vs Insightly

Side-by-side comparison to help you choose the right crm tool for your stack.

Quick Verdict

Rating

Copper

Reviews

Copper

Price

Insightly
Copperpaid
Insightlyfreemium
Rating
4.5 / 5
4.1 / 5
Reviews
1,750
1,589
Best For
Google Workspace-centric agencies and consultancies that want automatic contact and email logging
Professional services firms and agencies that need CRM with built-in project management to track work after the deal closes
Pricing
From $12/mo
From $29/mo
Free Plan
No
Yes
Setup Time
hours
hours
Learning Curve
minimal
moderate
Zapier
Yes
Yes
Integrations
12 tools
5 tools

Copper

4.5 / 51,750 reviews

G2 Satisfaction Scores

Ease of Use
9.1
Ease of Setup
8.8
Quality of Support
8.7
Meets Requirements
8.4
Ease of Admin
8.9

Rating Distribution

5 star
57%
4 star
30%
3 star
8%
2 star
3%
1 star
2%

+ Deep native Google Workspace integration with automatic data capture from Gmail

+ Beautiful, modern UI that requires very little training

- Heavily tied to Google Workspace; poor fit for Microsoft shops

“Copper pulls in every email and calendar event automatically. Our consultants stopped manually logging activities and our data quality went way up.”

Insightly

4.1 / 51,589 reviews

G2 Satisfaction Scores

Ease of Use
8.0
Ease of Setup
8.2
Quality of Support
7.6
Meets Requirements
7.8
Ease of Admin
8.0
Likely to Recommend
7.6

Rating Distribution

5 star
46%
4 star
38%
3 star
10%
2 star
4%
1 star
3%

+ Built-in project management — convert won deals into projects without switching tools

+ Relationship linking maps connections between contacts, organizations, and projects

- Free plan limited to 2 users and 2,500 records

“Insightly is the only CRM where we can close a deal and immediately convert it into a project with tasks and milestones — all in the same system. Our consultants don't need a separate project management tool.”
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