Choosing the right CRM can be like picking out a new car. Are you overwhelmed by all the options?
You’re not alone! Two popular choices are Keap and Insightly. While they both help manage customer relationships, they have some key differences.
In this post, we’ll break down those differences in a simple way, comparing things like pricing, features, and what kind of businesses they work best for.
By the end, you’ll be equipped to choose the perfect CRM to grow your business.
Keap vs Insightly: Overview
To give you the most accurate comparison, we’ve spent weeks testing both Keap and Insightly.
We’ve explored their features, analyzed their pricing plans, and considered how easy they are to use.
Now, let’s dive into what sets them apart!
Ready to get organized and save 15 hours a week? Keap’s powerful automation can make it happen.
Pricing: No Free Plan Available. Paid plan starts at $299/month
Key Features:
- Sales and Marketing Automation
- Email Marketing
- Appointments
Need a CRM that goes beyond sales with robust project management tools? Insightly’s got you covered.
Pricing: It has a free plan. The premium plan starts at $29/month.
Key Features:
- Project Management
- Lead Routing
- Customizable Dashboards
What is Keap?
Ever feel like you’re juggling too many things at once? Keap gets that.
It’s a CRM designed to simplify your business. Think of it as your all-in-one tool for sales and marketing.
Keap helps you organize contacts, automate tasks, and close more deals.
It’s especially great for small businesses and entrepreneurs who want to save time and grow faster.
Spend less time on admin, more time growing your business. Keap automates your tasks so you can focus on what matters.
Key Benefits
- Boost Efficiency: Automate up to 80% of your follow-up tasks.
- Increase Sales: Close deals up to 20% faster.
- Improve Customer Satisfaction: Stay organized and provide top-notch service.
- Save Time: Spend less time on admin and more time with customers.
Pricing
Keap offers a few different plans to fit your needs. Here’s a quick look:
- Pricing: Starts at $299/month and chat them to get their features.
Pros
Cons
What is Insightly?
Want a clear picture of your customers and projects? That’s where Insightly shines.
It’s more than just a CRM. Insightly brings together your contacts, projects, and sales in one place.
This helps you see how everything connects and make smarter decisions.
It’s a popular choice for teams who want to collaborate and get a 360-degree view of their business.
Ready to streamline your business processes and build stronger relationships? Start your free trial of Insightly and see the difference!
Key Benefits
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- Boost Productivity: Improve project completion rates by 20%.
- Increase Revenue: Track leads effectively and closes more deals.
- Enhance Collaboration: Connect teams and improve communication.
- Gain Valuable Insights: Get a deeper understanding of your customers.
Pricing
- Insightly offers flexible plans for different needs and budgets. Check them out:
- Plus: Starts at $29/user/month
- Professional: Starts at $49/user/month
- Enterprise: Starts at $99/user/month
Pros
Cons
Keap vs Insightly: Feature Comparison
Let’s get down to business! In this section, we’ll compare Keap and Insightly head-to-head across seven key features.
This will help you see which platform best aligns with your needs and priorities.
Pricing and Subscription
- Keap: Offers tiered subscription plans starting at $79 per month. It often includes more features in lower-tier plans, like email marketing and automation tools.
- Insightly: Provides tiered monthly subscription plans with a more affordable starting price of $29.
Key takeaway: The best vendor for you depends on your budget and desired functionality.
Ease of Use
- Keap: Known for its user-friendly interface, making navigating and finding tools easy. Great for beginners.
- Insightly: Relatively easy to use, but the interface can be more complex, especially with project management features.
Key takeaway: Keap might be easier to start with if you’re new to CRM software.
Sales CRM Functionality
- Keap: Offers robust sales CRM functionality, including contact management, lead management, sales pipeline management, sales automation, lead scoring, and quote management.
- Insightly: Provides comprehensive sales CRM features, but they may not be as advanced as Keap’s.
Key takeaway: Keap is generally considered stronger in sales CRM functionality.
Marketing Automation Tools
- Keap: Excels in marketing automation, allowing you to create automated email campaigns, landing pages, and workflows.
- Insightly: Offers some marketing automation features that are not as extensive as Keap’s.
Key takeaway: Keap is the better choice if marketing automation is a top priority.
Project Management
- Insightly: Includes built-in project management capabilities for managing tasks, tracking progress, & collaborating with team members.
- Keap: It does not offer native project management features; it requires integration with third-party tools.
Key takeaway: Insightly is the clear winner if you need integrated project management.
Integrations
- Keap Integrates with various third-party apps, including popular tools like Outlook, Gmail, and QuickBooks. Overall, it offers a more significant number of integrations.
- Insightly: It also integrates with many popular business apps but offers fewer integrations than Keap.
Key takeaway: Keap provides more flexibility when connecting with other software.
Reporting and Analytics
- Insightly: Offers customizable dashboards and a variety of pre-built reports for tracking key metrics.
- Keap: Provides robust reporting features that may require more setup and customization.
Key takeaway: Both platforms offer strong reporting and analytics capabilities.
What to Look For When Choosing a CRM Tool?
- Consider your budget and the features you need. Don’t pay for features you won’t use.
- Think about your team’s technical skills. Choose a platform that matches their comfort level.
- Read online reviews from other users. This can give you the valuable insights into real-world experiences.
- Take advantage of free trials. Test out both Keap and Insightly to see which one you prefer.
- Don’t be afraid to ask for help. Both companies offer excellent customer support.
- Evaluate the mobile experience. If you need to access your CRM on the go, ensure the mobile app meets your needs.
- Check out the vendor’s track record. How long has it been in business? What is its reputation like?
- Consider future growth. Choose a Best CRM that can scale with your business as it expands.
Final Verdict (Our Pick)
So, which CRM comes out on top in this Insightly vs Keap showdown?
It’s a close call, but we choose Insightly! Why? It offers an outstanding balance of features & affordability.
We love how Insightly combines CRM with project management.
It is easy to use and provides a complete view of customer relationships. It’s also a good choice for businesses of all sizes.
But remember, the best CRM for you depends on your specific needs.
If you’re focused on marketing and e-commerce, Keap (formerly Infusionsoft) might be a better fit.
We’ve provided a comprehensive overview of each CRM platform, comparing Insightly and Keap in terms of detail.
We’ve looked at pricing, features, and what actual users have to say.
Now it’s your turn to explore! Choose the solution that helps you grow your business.
Frequently Asked Questions
Which CRM is a better solution for small business owners in 2025?
Both are great options! Insightly is more affordable, starting at $29 per month. Keap costs $79 monthly but offers more robust marketing and e-commerce features. Consider your budget and what features you need most to find the best solution for your business.
Can I easily compare Insightly CRM vs Keap side-by-side with a free trial?
Yes! Both offer a free trials, so you can test them out before committing to a paid plan. This is a great way to see which easy-to-use platform fits your needs better.
Do Insightly, and Keap offer lead generation and accounting modules?
Absolutely. Both CRMs include features to help you capture and manage leads. Keap generally offers more advanced lead generation and automation tools. Insightly gives you a clear view of your customer data to improve lead nurturing. You can also integrate both with accounting software.
What if I have requests for customization or need help setting up my CRM?
No worries! Insightly and Keap both provide excellent customer support. You can also gain access to get helpful resources like online documentation, tutorials, and live support. For extensive customization, it may be advisable to engage their professional services. Keap also offers courses and access to a community of users.
How do Insightly and Keap stack against each other across pricing?
Yes, you can! Many websites offer in-depth comparisons of Insightly vs. Keap, including pricing breakdowns and integration capabilities. You can also visit a vendor’s website to see a complete list of integrations.
