Insightly
Insightly is a modern CRM platform that combines sales tracking, marketing automation, and project management into a single solution to help you build lasting customer relationships and grow your business.
Keap
Keap is an all-in-one CRM and marketing automation platform designed to help small businesses capture leads, manage customer relationships, and automate repetitive sales tasks to grow more efficiently.
Quick Comparison
| Feature | Insightly | Keap |
|---|---|---|
| Website | insightly.com | keap.com |
| Pricing Model | Freemium | Subscription |
| Starting Price | Free | $249/month |
| FREE Trial | ✓ 14 days free trial | ✓ 14 days free trial |
| Free Plan | ✓ Has free plan | ✘ No free plan |
| Product Demo | ✓ Request demo here | ✓ Request demo here |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 2009 | 2001 |
| Headquarters | San Francisco, USA | Chandler, Arizona |
Overview
Insightly
Insightly is a unified CRM platform designed to help you manage the entire customer journey from first contact to project delivery. Unlike basic contact managers, it connects your sales pipeline directly to post-sale project management, ensuring nothing falls through the cracks after a deal closes. You can track leads, manage complex sales processes, and automate marketing campaigns all within one interface.
The platform is built for teams that need more than just a spreadsheet but want to avoid the complexity of enterprise-level systems. You can visualize your sales stages, automate repetitive workflows, and generate detailed reports to see exactly where your revenue is coming from. It serves over 25,000 companies globally across various industries including manufacturing, professional services, and technology.
Keap
Keap provides a centralized hub to manage your small business operations by combining CRM, email marketing, and automation into one interface. You can stop juggling multiple apps and start capturing leads automatically through custom forms, landing pages, and social media integrations. The platform helps you stay organized by keeping every client interaction, document, and payment record in a single searchable contact record.
You can eliminate manual follow-ups by building automated sequences that trigger based on client behavior. Whether you are sending invoices, scheduling appointments, or launching email campaigns, the software handles the repetitive work so you can focus on closing deals. It is specifically built for small businesses and entrepreneurs who need to scale their sales process without adding more administrative staff.
Overview
Insightly Features
- Relationship Linking Map complex webs of contacts, organizations, and opportunities to see exactly how everyone in your network is connected.
- Lead Routing Automatically assign leads to the right sales rep in real-time so you can follow up while interest is high.
- Workflow Automation Create multi-step business processes that trigger email alerts, update records, and generate tasks automatically without manual data entry.
- Integrated Project Management Convert won opportunities into active projects instantly to manage milestones and track delivery progress without leaving your CRM.
- Email Tracking Send personalized bulk emails and get notified the moment a prospect opens your message or clicks a link.
- Custom Dashboards Build visual data visualizations and shareable reports to track your team's performance and forecast future revenue accurately.
Keap Features
- Automated Lead Capture. Collect lead information automatically from your website or social media and instantly trigger personalized follow-up sequences.
- Visual Sales Pipeline. Track every deal's progress with a drag-and-drop interface that shows you exactly where prospects are in your sales process.
- Easy Automation Builder. Create sophisticated 'when-then' automation rules to handle repetitive tasks like appointment reminders and invoice follow-ups.
- Dedicated Business Line. Keep your personal and professional life separate with a dedicated business phone number for calls and texts on your smartphone.
- Integrated Payments. Send professional invoices and collect payments directly through the CRM using popular processors like PayPal, Stripe, or WePay.
- Appointment Scheduling. Share your booking link with clients so they can schedule meetings based on your real-time availability without back-and-forth emails.
Pricing Comparison
Insightly Pricing
- Up to 2 users
- 2,500 record limit
- Lead and contact management
- Project management tools
- Standard reporting
- Everything in Free, plus:
- 100,000 record limit
- Lead management and routing
- Email templates and tracking
- Batch email scheduling
- Mobile app business card scanner
Keap Pricing
- 1,500 contacts included
- 2 users included
- Email marketing
- Sales pipeline & analysis
- Automated lead capture
- Appointments & payments
- Landing page builder
- Everything in Pro, plus:
- 2,500 contacts included
- 3 users included
- Advanced reporting
- E-commerce tools
- Promo codes & upsells
- Marketing analytics
Pros & Cons
Insightly
Pros
- Seamless transition from sales deals to active projects
- Highly customizable fields and page layouts for specific needs
- Intuitive interface that is easy for new teams to adopt
- Strong mobile app for managing deals on the road
Cons
- Customer support response times can be slow on lower tiers
- Reporting tools have a slight learning curve for beginners
- Email marketing features require a separate add-on subscription
Keap
Pros
- Powerful automation engine saves hours of manual work
- All-in-one functionality replaces multiple separate software subscriptions
- Excellent visual campaign builder for mapping customer journeys
- Reliable customer support and extensive training resources
Cons
- Higher starting price point compared to basic CRMs
- Significant learning curve for complex automation features
- Initial setup can be time-consuming for new users