Insightly vs Keap

Detailed side-by-side comparison

Insightly

From $29/mo

Insightly is a comprehensive CRM and project management platform designed for small to mid-sized businesses that need to manage customer relationships and project delivery in one system. It combines sales pipeline tracking, contact management, and workflow automation with integrated project management capabilities at a competitive price point.

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Keap

From $249/mo

Keap is an all-in-one CRM and marketing automation platform specifically built for small businesses focused on lead nurturing and sales growth. It emphasizes advanced automation workflows, email and SMS marketing, and includes built-in payment processing and appointment scheduling in a comprehensive solution.

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Feature Comparison

Feature	Insightly	Keap
Contact Management	Contact and lead management with relationship linking capabilities, allowing you to map connections between contacts, organizations, and opportunities	Advanced contact management with robust segmentation features, enabling detailed tagging and categorization for targeted marketing campaigns
Marketing Automation	Workflow automation focused on business processes and sales activities, with email tracking and integration with Gmail and Outlook	Powerful email and SMS marketing automation with sophisticated nurturing workflows, lead capture tools, and landing page creation capabilities
Project Management	Built-in project management with task assignments, milestones, and project tracking integrated directly with CRM functions	No dedicated project management features; focuses on sales pipeline management and marketing campaign execution instead
Sales Pipeline	Sales pipeline and opportunity tracking with custom stages, probability tracking, and forecasting capabilities	Pipeline management with sales tracking, visual pipeline views, and automation to move leads through stages automatically
Payment Processing	Limited native payment capabilities; requires integration with third-party payment processors	Built-in e-commerce and payment processing with invoicing capabilities, allowing you to collect payments directly within the platform
Scheduling	Basic calendar integration and task scheduling tied to project management features	Dedicated appointment scheduling system with calendar integration, automated reminders, and client self-booking capabilities

Pricing Comparison

Insightly starts at $29/month, making it significantly more affordable than Keap's $249/month starting price. However, Keap includes more marketing automation features and payment processing in its base price, while Insightly may require additional tools or integrations for similar functionality.

Verdict

Choose Insightly if...

Choose Insightly if you need integrated project management alongside your CRM, want a more budget-friendly option for growing teams, or prioritize managing both customer relationships and project delivery within a single platform.

Choose Keap if...

Choose Keap if you're focused on marketing automation and lead nurturing, need built-in payment processing and appointment scheduling, or want a comprehensive all-in-one solution that reduces the need for multiple tools despite the higher investment.

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CRM

Pros & Cons

Insightly

Pros

+ Unified CRM and project management in a single platform
+ Strong integration capabilities with popular business tools
+ Intuitive interface with relatively easy learning curve
+ Flexible customization options for fields and workflows

Cons

- Can become expensive as team size grows
- Advanced features require higher-tier plans
- Mobile app functionality is limited compared to desktop version

Keap

Pros

+ Comprehensive all-in-one solution reduces need for multiple tools
+ Powerful automation workflows for nurturing leads
+ Excellent customer support and onboarding resources
+ Built-in payment processing and invoicing capabilities

Cons

- Steep learning curve for new users unfamiliar with automation
- Higher price point compared to basic CRM alternatives
- Interface can feel outdated compared to modern competitors