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Keap vs Insightly CRM (2024 Comparison)

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Author

Anastasia Belyh

Last Update

Nov 08, 2024

We earn a commission from partner links on Keevee. Commissions do not affect our editor's opinions or evaluations.

Excellent Value For Price
4.3

0

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Keap

Keap offers a comprehensive CRM and marketing automation solution, making it a versatile tool for small businesses. Its excellent customer support and flexible pricing plans make it a great value.

  • Comprehensive CRM and marketing automation
  • Excellent customer support
  • Flexible pricing plans
  • Steep learning curve
  • Limited project management features

Free plan?

No

Starting price

$249 per month
Good Value For Price
4.1

0

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Insightly CRM

Insightly CRM provides strong project management capabilities and a user-friendly interface, making it a great choice for businesses that need to manage complex projects and collaborate effectively.

  • Strong project management capabilities
  • User-friendly interface
  • Wide range of integrations
  • Limited email marketing features
  • Customer support could be improved

Free plan?

Yes

Starting price

$29 per user / month

What is Keap?

Keap is a comprehensive CRM and marketing automation tool designed to help small businesses streamline their operations. It offers features like contact management, email marketing, and sales automation, making it easier for businesses to manage customer relationships and grow their sales. With Keap, you can automate repetitive tasks, track customer interactions, and nurture leads effectively. This tool is particularly beneficial for entrepreneurs and small business owners who need an all-in-one solution to manage their business processes efficiently.

What is Insightly CRM?

Insightly CRM is a powerful customer relationship management software that helps businesses manage their customer interactions and sales processes. It offers features like project management, lead tracking, and email integration, making it a versatile tool for businesses of all sizes. Insightly CRM is particularly useful for teams that need to collaborate on projects and manage customer relationships effectively. With its intuitive interface and robust features, Insightly CRM helps businesses streamline their operations and improve their customer service.

Pros and Cons of Keap vs Insightly CRM

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Pros & Cons of Keap

Comprehensive CRM and marketing automation
  • Keap offers a wide range of CRM and marketing automation features, making it a versatile tool for small businesses. Its all-in-one approach helps businesses streamline their operations and save on additional software costs.
Excellent customer support
  • Keap is known for its excellent customer support, offering a range of resources to help users get the most out of the software. Its support team is responsive and knowledgeable, making it a great choice for businesses that need reliable support.
Flexible pricing plans
  • Keap offers flexible pricing plans that can accommodate businesses of all sizes. Its competitive pricing makes it a great value for small businesses looking to streamline their operations.
Steep learning curve
  • Keap's comprehensive suite of features may require a steeper learning curve for new users. Businesses may need to invest time in training to fully leverage its capabilities.
Limited project management features
  • While Keap offers basic project management features, it may not have the same breadth of capabilities as other tools. Businesses that need robust project management features may need to look elsewhere.
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Pros & Cons of Insightly CRM

Strong project management capabilities
  • Insightly CRM offers a wide range of project management features, making it a great choice for businesses that need to manage complex projects. Its intuitive interface and robust features make it easy to collaborate with team members and track project progress.
User-friendly interface
  • Insightly CRM is known for its intuitive interface, making it easy for teams to get up and running quickly. Its user-friendly design is particularly beneficial for businesses that need to onboard new team members frequently.
Wide range of integrations
  • Insightly CRM offers a wide range of integrations with popular tools like Google Workspace and Microsoft Office, making it easy to connect with your existing systems. Its seamless integration capabilities make it a versatile tool for businesses of all sizes.
Limited email marketing features
  • While Insightly CRM offers basic email integration, it may not have the same breadth of email marketing features as other tools. Businesses that need robust email marketing capabilities may need to look elsewhere.
Customer support could be improved
  • While Insightly CRM offers good customer support, it may not be as comprehensive as other tools. Businesses that need reliable support may need to consider other options.

Keap vs Insightly CRM: At A Glance

Decision FactorKeapInsightly CRM
Value to Price
Excellent4.5
Good4.2
Ease of Use
Good4.2
Excellent4.3
Functionality
Excellent4.4
Good4.1
Scalability
Excellent4.3
Good4.2
Integrations
Good4.1
Excellent4.4
Customer Support
Excellent4.3
Good4.0
Security
Good4.2
Good4.1
Overall Rating
Excellent4.3
Good4.1

Value to Price

Keap offers a comprehensive suite of features at a competitive price, making it a great value for small businesses looking to streamline their operations. Its all-in-one approach helps businesses save on additional software costs. Insightly CRM, while slightly more expensive, offers robust project management features that can be invaluable for larger teams. If you're a small business owner looking for a cost-effective solution, Keap might be the better choice.

Ease of Use

Insightly CRM is known for its intuitive interface, making it easy for teams to get up and running quickly. Its user-friendly design is particularly beneficial for businesses that need to onboard new team members frequently. Keap, while also user-friendly, offers a more comprehensive set of features that may require a steeper learning curve. If ease of use is your top priority, Insightly CRM might be the better option.

Functionality

Keap excels in providing a wide range of functionalities, from CRM to marketing automation, making it a versatile tool for small businesses. Its robust features allow businesses to manage customer relationships and automate marketing tasks effectively. Insightly CRM, while offering strong project management capabilities, may not have the same breadth of marketing features. If you're looking for a tool with extensive functionality, Keap is likely the better choice.

Scalability

Both Keap and Insightly CRM offer scalable solutions that can grow with your business. Keap's flexible pricing plans and comprehensive features make it a great choice for small businesses looking to expand. Insightly CRM, with its strong project management capabilities, is well-suited for larger teams that need to manage complex projects. If scalability is a key concern, both tools offer strong options, but Insightly CRM may have a slight edge for larger teams.

Integrations

Insightly CRM offers a wide range of integrations with popular tools like Google Workspace and Microsoft Office, making it easy to connect with your existing systems. Keap also offers integrations, but its focus is more on marketing and sales tools. If you need a CRM that integrates seamlessly with your existing tools, Insightly CRM might be the better choice.

Customer Support

Keap is known for its excellent customer support, offering a range of resources to help users get the most out of the software. Its support team is responsive and knowledgeable, making it a great choice for businesses that need reliable support. Insightly CRM also offers good customer support, but it may not be as comprehensive as Keap's. If customer support is a top priority, Keap might be the better option.

Security

Both Keap and Insightly CRM offer robust security features to protect your data. Keap's security measures are designed to keep your customer information safe, while Insightly CRM offers strong data encryption and access controls. If security is a major concern, both tools offer strong options, but Keap may have a slight edge with its focus on customer data protection.

Overall Rating

Keap offers a comprehensive suite of features that make it a great choice for small businesses looking to streamline their operations. Its all-in-one approach and excellent customer support make it a strong contender in the CRM market. Insightly CRM, with its strong project management capabilities and user-friendly interface, is a great choice for larger teams that need to manage complex projects. If you're looking for a versatile CRM solution, Keap might be the better option.

Keap vs Insightly CRM: A Detailed Breakdown of Key Features

FeaturesKeapInsightly CRM
Contact Management
Excellent4.5
Excellent4.3
Email Marketing
Excellent4.4
Good4.1
Sales Automation
Excellent4.3
Good4.2
Project Management
Good4.0
Excellent4.5
Lead Tracking
Good4.2
Excellent4.4
Email Integration
Good4.1
Excellent4.3

Contact Management

Keap excels in contact management, offering a comprehensive suite of tools to help businesses manage their customer relationships effectively. Its intuitive interface and robust features make it easy to organize and track customer interactions. Insightly CRM also offers strong contact management capabilities, but its focus is more on project management. If you're looking for a tool with extensive contact management features, Keap might be the better choice.

Email Marketing

Keap offers a wide range of email marketing features, making it easy for businesses to create and send targeted email campaigns. Its automation capabilities allow businesses to nurture leads and engage with customers effectively. Insightly CRM, while offering basic email integration, may not have the same breadth of email marketing features. If email marketing is a key priority, Keap is likely the better choice.

Sales Automation

Keap's sales automation features help businesses streamline their sales processes and close deals faster. Its automation capabilities allow businesses to automate repetitive tasks and focus on building relationships with customers. Insightly CRM also offers sales automation features, but its focus is more on project management. If you're looking for a tool with strong sales automation capabilities, Keap might be the better choice.

Project Management

Insightly CRM excels in project management, offering a wide range of features to help businesses manage their projects effectively. Its intuitive interface and robust features make it easy to collaborate with team members and track project progress. Keap, while offering basic project management features, may not have the same breadth of capabilities. If project management is a key priority, Insightly CRM is likely the better choice.

Lead Tracking

Insightly CRM offers strong lead tracking capabilities, making it easy for businesses to track and manage their leads effectively. Its intuitive interface and robust features make it easy to organize and track lead interactions. Keap also offers lead tracking features, but its focus is more on marketing automation. If lead tracking is a key priority, Insightly CRM might be the better choice.

Email Integration

Insightly CRM offers seamless email integration with popular tools like Google Workspace and Microsoft Office, making it easy to connect with your existing systems. Keap also offers email integration, but its focus is more on marketing and sales tools. If you need a CRM that integrates seamlessly with your existing email tools, Insightly CRM might be the better choice.

Pricing Comparison of Keap and Insightly CRM

To assist you in making an informed choice, we’ve outlined the pricing plans and essential features of Keap and Insightly CRM. This comparison will highlight the best option for managing your customer relationships.

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Keap Pricing Plans

Keap Plan
For Small Businesses
$249

per month

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Keap Plan includes:
  • Manage all client activity, data, and communications in one place.
  • Create and connect multiple landing pages for better lead conversion.
  • Send broadcast and 1:1 emails with modern templates.
  • Track and manage leads as they move through the sales funnel.
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Insightly CRM Pricing Plans

Plus
for small businesses
$29

per user / month

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Plus includes:
  • Project management tools to streamline business processes.
  • Advanced reports for insightful data analysis.
  • Pre-built business dashboards for quick access to metrics.
  • Free 14-Day Trial to explore features before purchase.
Professional
for mid-sized businesses
$49

per user / month

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Includes Plus, plus:
  • Workflow automation to reduce manual tasks.
  • Custom page layouts for personalized user experience.
  • Free 14-Day Trial to test advanced features.
  • Enhanced data management with custom fields.
Enterprise
for large enterprises
$99

per user / month

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Includes Professional, plus:
  • Products, pricebooks, and quotes for sales management.
  • Comprehensive audit logging for security and compliance.
  • Contact sales for tailored solutions and pricing.
  • Advanced integration capabilities with REST API.

Our Rating Methodology

We thoroughly test each CRM tool, evaluating key features like ease of use, functionality, and scalability. We also analyze user reviews to ensure our recommendations fit your needs. Each of the seven evaluation factors is weighted by importance to provide an accurate final rating, helping you avoid poor-quality tools and make informed decisions.

Decision FactorScoring Weight
Value to Price
20%
20%
Ease of Use
20%
15%
Functionality
20%
25%
Scalability
20%
15%
Integrations
20%
10%
Customer Support
20%
10%
Security
20%
5%

Keap or Insightly CRM: Which One Matches Your Business Needs?

Choose Keap If You Need ...

  • Comprehensive CRM solution

    If you are a small business owner looking for a comprehensive CRM and marketing automation solution, Keap might be the better choice. Its all-in-one approach helps businesses streamline their operations and save on additional software costs.

  • Excellent customer support

    If you need reliable customer support to get the most out of your software, Keap might be the better option. Its support team is responsive and knowledgeable, offering a range of resources to help users succeed.

Choose Insightly CRM If You Need ...

  • Strong project management

    If you need a CRM with strong project management capabilities, Insightly CRM might be the better choice. Its intuitive interface and robust features make it easy to collaborate with team members and track project progress.

  • User-friendly interface

    If ease of use is your top priority, Insightly CRM might be the better option. Its user-friendly design is particularly beneficial for businesses that need to onboard new team members frequently.

Frequently Asked Questions

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Author

Anastasia Belyh

Anastasia Belyh is a senior tech writer with over 15 years of experience in marketing, sales, and business software. Having worked in investment banking, management consulting, and founded multiple companies, her in-depth knowledge and hands-on expertise make her software reviews authoritative, trustworthy, and highly practical for business decision-makers.