📊 Our Test Results:
- 🤖 マーケティングオートメーション: Keap offers drag-and-drop campaign builder with 50+ templates vs Insightly’s basic workflow tools — Keap wins
- 💰 Pricing Value: Insightly starts at $29/user/month vs Keap’s $299/month flat — Insightly wins for small teams
- 📬 メールマーケティング: Keap’s 99.5% deliverability and hyper-targeted segments vs Insightly’s basic email tools — Keap wins
- 📋 プロジェクト管理： Insightly has native milestones, Kanban, and Gantt charts vs Keap’s minimal task features — Insightly wins
- ⚡ 販売パイプライン: Both offer visual pipelines, but Keap adds lead scoring and automated follow-ups — Keap wins
Are you tired of juggling too many tools to manage your sales and customer relationships?
あなたには CRM that handles your whole process. Two popular picks are Keap vs Insightly.
Both offer sales pipeline management and marketing tools. But they serve very different needs.
Keap is built for 中小企業 that want powerful automation. Insightly blends CRM with project management.
Let’s break down which one is right for you.
概要
To give you the most accurate comparison, we tested both Keap and Insightly hands-on.
We ran campaigns, tracked leads, and pushed each platform’s automation features to the limit.
私たちは、あなたが正しい選択を行えるよう、直接体験を共有しています。
Keapとは何ですか？
Keap is an all-in-one CRM and marketing automation platform. It was formerly known as Infusionsoft.
It combines contact management, email marketing, sales pipelines, and invoicing in one place.
Keap is designed for small businesses and solopreneurs who want to automate their sales journey.
キープ
Keap automates your entire sales and marketing process. It saves small 仕事 owners an average of 10 hours per week. With 2,500+ integrations and a 99.5% email deliverability rate, it’s a serious growth tool.
Keapの価格
Here’s what Keap costs in 2026. Let’s break it down.
| プラン | 価格 | 最適な用途 |
|---|---|---|
| キープ | $299/month (Annually Billed) | Small businesses wanting full automation |
無料トライアル: Yes — Keap offers a 14-day free trial with access to all features. No credit card required.
返金保証: Keap does not advertise a standard money-back guarantee. Contact support for refund options.
📌 注記： Keap’s $299/month plan is billed annually and covers 500 contacts. Each additional user costs $30/month. The price increases as your contact count grows.
⚠️ Warning: Keap charges a one-time Expert Coaching fee of $499 for onboarding. Factor this into your total startup cost when comparing plans.
Key Benefits of Keap
Here’s why Keap stands out from the competition:
- Time Savings via Automation: Keap users report saving an average of 10 hours per week. Automation handles follow-ups, reminders, and campaigns without manual work.
- Revenue Growth: Businesses using Keap’s automation report a 38% increase in revenue. The platform automates almost every stage of the sales journey.
- 99.5% Email Deliverability: Keap’s email infrastructure is built for high deliverability. Your campaigns land in inboxes, not spam folders.
- Built-in Invoicing and Payments: Keap includes invoicing and payment processing out of the box. You don’t need a separate billing tool.
- リードスコアリング: Keap scores each prospect based on their engagement. This helps you prioritize your hottest leads first.
- Dedicated Business Line: Keap provides a separate business phone line. This keeps personal and professional communications apart.
Keap Pros & Cons
✅ Pros
- Powerful drag-and-drop automation builder with 50+ templates
- 99.5% email deliverability rate — one of the best in the industry
- Built-in invoicing and payment processing saves time
- Dedicated customer success manager included with every plan
- 14-day free trial with full feature access
❌ Cons
- $299/month is expensive for brand-new businesses
- $499 one-time onboarding fee adds to startup costs
- Limited project management features compared to Insightly
- Price increases as contact list grows
Insightly とは何ですか?
Insightly is a modern CRM that combines contact management with project management features.
It helps sales teams track leads, manage pipelines, and deliver projects — all in one platform.
Insightly is especially popular with teams that need to bridge the gap between sales and delivery.
洞察力のある
Insightly gives sales and delivery teams a unified platform to close deals and manage projects. It’s SOC 2, GDPR, and HIPAA compliant with 2,000+ integrations. An AI Copilot feature helps teams summarize emails and retrieve データ 速い。
Insightlyの価格
Here’s what Insightly costs in 2026. Let’s break it down.
| プラン | 価格 | 最適な用途 |
|---|---|---|
| プラス | 1ユーザーあたり月額29ドル | Small teams getting started with CRM |
| プロ | 1ユーザーあたり月額49ドル | Growing teams needing more integrations |
| 企業 | 1ユーザーあたり月額99ドル | Large organizations needing full access |
無料トライアル: Yes — Insightly offers a free trial. No credit card required to get started.
返金保証: Insightly does not publicly advertise a money-back guarantee. Review terms before purchasing.
📌 注記： Insightly’s per-user pricing makes it affordable for small teams. However, costs scale fast as your team grows. The Plus tier has limited dashboard access and feature restrictions.
⚠️ Warning: The Enterprise tier at $99/user/month is nearly double what competitors like Zoho CRM charge. Review your team size before committing to the Enterprise plan.
Key Benefits of Insightly
Here’s why Insightly stands out from the competition:
- CRM + Project Management in One: Insightly turns won deals into projects automatically. This eliminates the handoff gap between sales and delivery teams.
- Gantt Charts for Project Visibility: Insightly added Gantt chart visualizations in 2025. Teams can now manage timelines and dependencies visually.
- AIコパイロット アシスタント: Insightly’s AI feature summarizes emails and retrieves data on demand. This cuts time spent searching through records.
- Strong Compliance Standards: Insightly is SOC 2 Type II, GDPR, and HIPAA compliant. This makes it a solid pick for regulated industries.
- 2,000+ Integrations via AppConnect: Insightly’s low-code integration engine connects to over 2,000 apps. Setup requires no developer skills.
- モバイルフレンドリー: Insightly’s mobile app lets teams manage contacts, tasks, and projects on the go. Business card scanning is also supported.
Insightly Pros & Cons
✅ Pros
- Native project management with milestones, Kanban, and Gantt charts
- Affordable entry price at $29/user/month
- SOC 2, GDPR, and HIPAA compliance for regulated industries
- AI Copilot for email summaries and data retrieval
- Fast implementation — easy to get running quickly
❌ Cons
- Limited email marketing features compared to Keap
- Enterprise tier is expensive at $99/user/month
- Lacks advanced marketing automation like Keap’s Campaign Builder
- Plus tier has restricted dashboards and third-party integrations
機能比較
Ready to dive into a detailed comparison of Keap vs Insightly?
We’ll explore 9 key features to help you determine which platform best suits your needs.
| 特徴 | キープ | 洞察力のある |
|---|---|---|
| 開始価格 | 月額299ドル | 1ユーザーあたり月額29ドル |
| 無料トライアル | ✅ 14 days | ✅ Available |
| マーケティングオートメーション | ✅ Advanced | ❌ Basic only |
| メールマーケティング | ✅ Full campaigns | ✅ Basic emails |
| プロジェクト管理 | ❌ Limited | ✅ Full-featured |
| Built-in Invoicing | ✅ | ❌ |
| リードスコアリング | ✅ | ❌ |
| AI機能 | ✅ AI campaign builder | ✅ AI Copilot |
| Compliance (SOC2/HIPAA) | ❌ | ✅ |
| 最適な用途 | Small biz automation | Sales + delivery teams |
1. 自動化ビルダー
キープ： Keap’s Campaign Builder is a visual drag-and-drop 自動化ツール. It lets you create complex “when-then” workflows based on customer actions. Over 50 templates are available for common scenarios like follow-ups, lead nurturing, and re-engagement.
洞察力： Insightly offers workflow automation for task assignment and pipeline stage changes. However, its automation is more basic compared to Keap. It works best for triggering actions inside your CRM rather than building full marketing campaigns.
⚠️ Warning: If you need multi-step marketing automation with email sequences and lead nurturing, Insightly will fall short. Keap is the clear winner here.
2. CRM and Contact Management
キープ： Keap centralizes all customer data in one dashboard. It includes contact records, interaction history, tags, segments, and custom fields. Lead scoring adds another layer — Keap rates each contact based on engagement level, helping you focus on the hottest leads.
洞察力： Insightly stores contacts with full interaction history, task logs, and relationship linking. You can see the full 360-degree customer view at a glance. It also lets you link contacts to organizations, projects, and opportunities — a feature Keap lacks.
3. メールマーケティング
キープ： Keap’s email marketing is built for 中小企業 campaigns. It delivers a 99.5% deliverability rate and supports hyper-targeted messages based on CRM tags and segments. AIツール help draft copy and suggest high-performing subject lines.
洞察力： Insightly allows you to send and schedule emails from within the CRM. It supports email templates and basic campaign tracking. For advanced email marketing automation, you’d need to connect Insightly Marketing as a separate add-on product.
✅ Test Result: Keap’s email deliverability of 99.5% significantly outperforms industry average. For businesses relying on email campaigns, Keap delivers a clear edge.
4. プロジェクト管理
キープ： Keap is not built for project management. It focuses on the sales and marketing side. You can create basic tasks and assign them, but there are no milestones, Gantt charts, or project pipelines.
洞察力： Insightly excels here. It converts won opportunities into projects with one click. You get full project pipelines, task assignments, milestones, Kanban boards, and Gantt charts added in 2025. This makes it a true sales-to-delivery platform.
5. 販売パイプライン
キープ： Keap’s sales pipeline gives you a visual drag-and-drop board. You can move deals through stages and trigger automated actions at each step. Lead scoring helps you prioritize which deals deserve attention first.
洞察力： Insightly’s pipeline management includes customizable stages and Kanban views. You can track opportunities from first touch to close. Insightly’s pipeline links directly to project creation, so you never lose the handoff after a deal is won.
6. Lead Management and Tracking
キープ： Keap’s lead management system scores prospects based on their behavior. Web forms, landing pages, and checkout forms all feed directly into the CRM. You can set up automated follow-ups the moment a lead enters your pipeline.
洞察力： Insightly captures leads through web forms and integrations. Leads are tracked through the pipeline with reminders, to-do lists, and call logs. The mobile app even supports business card scanning to add new contacts on the go.
7. AI機能
キープ： Keap’s AI tools draft email copy based on natural language prompts. They also suggest improved automation workflows for common business scenarios. This helps non-technical users build campaigns without coding knowledge.
洞察力： Insightly’s AI Copilot summarizes emails and retrieves data quickly. It helps teams reduce time spent searching through records. The feature is built into the platform and accessible across all plans at certain tiers.
8. Reporting and Dashboards
キープ： Keap provides 報告 on email campaigns, sales pipeline progress, and lead behavior. Reports are visual and easy to read. The dashboard gives a clear view of your business health without requiring manual data pulls.
洞察力： Insightly offers customizable dashboards with visual performance metrics. You can track sales KPIs, project progress, and team activity. Gantt charts and Kanban boards provide additional visual layers for project-based teams.
9. Pricing & Cost
Let’s compare the pricing plans side by side.
| プラン | キープ | 洞察力のある |
|---|---|---|
| Entry-Level | $299/month (all-in-one) | $29/user/month (Plus) |
| Mid-Tier | — | $49/user/month (Professional) |
| 企業 | — | $99/user/month (Enterprise) |
| 無料トライアル | 14 days | Available |
キープ： At $299/month, Keap is a flat rate for one user with 500 contacts. This is expensive for solopreneurs or early-stage businesses. However, for established small businesses with active campaigns, the all-in-one value is strong.
洞察力： Insightly’s per-user pricing starts at $29/month, making it more accessible for small teams. But costs climb fast as you add users or move to higher tiers. A team of 5 on Professional would cost $245/month — approaching Keap’s flat rate.
Different Scenarios
| If You Need… | Choose | Why |
|---|---|---|
| Powerful marketing automation | キープ | 50+ templates, Campaign Builder |
| Tight per-user budget | 洞察力のある | Starts at $29/user/month |
| Built-in invoicing and payments | キープ | No extra billing tool needed |
| Project management after sales | 洞察力のある | Milestones, Kanban, Gantt charts |
| High email deliverability | キープ | 99.5% deliverability rate |
| HIPAA/GDPR compliance | 洞察力のある | SOC 2 Type II, GDPR, HIPAA ready |
| Beginner-friendly setup | キープ | Dedicated success manager included |
💰 Your Budget
Keap’s flat $299/month covers everything in one price. Insightly starts cheaper per user, but scales with headcount — making it costlier for larger teams.
🔌 Your Tech Stack
Keap integrates with 2,500+ tools including payment processors, scheduling apps, and ecommerce platforms. Insightly’s AppConnect engine provides 2,000+ pre-built connectors for business apps.
📝 Your Sales Process
If your process is sales-heavy with lots of follow-ups and campaigns, Keap is built for you. If you need to manage project delivery after the sale, Insightly handles that transition better.
🎓 Your Experience Level
Keap includes a dedicated customer success manager and onboarding support. Insightly is known for fast implementation and a smooth learning curve for new users.
🆓 Free Trials and Demos
Keap offers a 14-day free trial with full feature access. Insightly also offers a free trial. Test both on a real workflow before committing to a paid plan.
🛟 Support Options
Keap offers 24/7 chat support, email support, and phone support Monday through Friday. Insightly provides standard support through documentation and customer service channels.
Switching Guide
Already using one of these tools? Here’s what to expect if you switch.
🔄 Switching from Keap to Insightly?
✅ What you’ll gain:
- Native project management with milestones and Gantt charts
- Lower entry price per user for small teams
- SOC 2, GDPR, and HIPAA compliance for regulated industries
❌ What you’ll lose:
- Advanced marketing automation with 50+ workflow templates
- Built-in invoicing and payment processing
- 99.5% email deliverability and lead scoring features
📋 How to switch:
- Export your contacts and tags from Keap as a CSV file
- Create your Insightly account and set up your pipeline stages
- Import contacts via Insightly’s import tool and recreate your workflows
🔄 Switching from Insightly to Keap?
✅ What you’ll gain:
- Full marketing automation with visual Campaign Builder
- Built-in invoicing, payment processing, and lead scoring
- 99.5% email deliverability and AI-powered email drafting
❌ What you’ll lose:
- Native project management with Gantt charts and milestones
- Per-user pricing flexibility for small teams
- SOC 2 and HIPAA compliance certifications
📋 How to switch:
- Export your contacts and opportunity data from Insightly as CSV files
- Start Keap’s 14-day free trial and complete onboarding with your success manager
- Import contacts, rebuild pipelines, and set up your first automation campaign
最終評決
| カテゴリ | 勝者 |
|---|---|
| 💰 Pricing Value | 洞察力のある |
| 🤖 Marketing Automation | キープ |
| 📬 Email Marketing | キープ |
| 📋 Project Management | 洞察力のある |
| 🎯 Lead Management | キープ |
| 🤖 AI Features | Tie |
| 🔒 Compliance | 洞察力のある |
| 🔌 Integrations | キープ |
| 👶 Ease of Use | キープ |
| 🏆 Overall Winner | キープ |
🏆 WINNER: KEAP
Keap wins 5 out of 9 categories.
Best for: Small business owners, solopreneurs, service-based businesses needing full sales automation
Keap and Insightly are two very different products.
Keap is built for small businesses that want to automate everything — from lead capture to payment collection.
Insightly is built for teams that need to manage both sales and project delivery in one place.
Insightly is excellent for regulated industries and teams that bridge sales with operations.
However, if you need powerful marketing automation and email campaigns, Keap is the better choice.
Now go out and close those deals!
More of Keap Compared
Here’s how Keap stacks up against other competitors:
Keap vs ゴーハイレベル
Keap wins on: Ease of use, dedicated success manager, established brand
GoHighLevel wins on: Agency features, white-label options, all-in-one marketing suite
Keap vs パイプドライブ
Keap wins on: Marketing automation, email deliverability, built-in invoicing
Pipedrive wins on: Lower price, cleaner sales pipeline UI, simplicity
Keap vs アクティブキャンペーン
Keap wins on: Built-in payments, dedicated business line, all-in-one approach
ActiveCampaign wins on: Email automation depth, affordability, larger template library
Keap wins on: Simpler setup, better for solopreneurs, flat pricing
HubSpot wins on: Free CRM tier, large app marketplace, enterprise scalability
Keap vs クリックファネル
Keap wins on: CRM depth, email marketing, automation workflows
ClickFunnels wins on: Funnel building, landing page templates, conversion focus
Keap vs フォーク
Keap wins on: Automation, email campaigns, invoicing features
Folk wins on: Simplicity, relationship-focused CRM, modern design
Keap vs 即座に
Keap wins on: Full CRM features, pipeline management, customer support
Instantly wins on: コールドメール アウトリーチ volume, deliverability at scale, lower price
Keap vs クリックアップ
Keap wins on: Marketing automation, email marketing, CRM depth
ClickUp wins on: Project management, free plan, task collaboration
Keap wins on: Email automation, payment processing, lead scoring
Monday CRM wins on: Visual project boards, team collaboration, flexible pricing
Keap wins on: Automation builder, email marketing, invoicing
Capsule CRM wins on: Simplicity, lower price, clean interface
Keap wins on: Marketing campaigns, payment tools, small business focus
Freshsales wins on: Built-in calling, free plan, AI-driven lead scoring
Keap vs セールスフォース
Keap wins on: Ease of use, pricing for small teams, built-in automation
Salesforce wins on: Enterprise features, customization, scalability
Keap vs ゼンデスク
Keap wins on: Marketing automation, lead capture, sales pipeline
Zendesk wins on: Customer support ticketing, helpdesk features, enterprise scale
More of Insightly Compared
Here’s how Insightly stacks up against other competitors:
Insightly wins on: Project management integration, compliance certifications, AppConnect
HubSpot wins on: Free CRM tier, marketing automation depth, brand recognition
Insightly wins on: Project management, Gantt charts, faster implementation
Zoho CRM wins on: Lower price at enterprise tier, broader feature set, free plan
Insightly wins on: Project management, compliance, AI Copilot features
Pipedrive wins on: Pipeline simplicity, lower entry price, cleaner UI
Insightly wins on: Ease of use, faster setup, more affordable pricing
Salesforce wins on: Enterprise scalability, deep customization, market dominance
よくある質問
What is Keap used for?
Keap is an all-in-one CRM and marketing automation platform. It’s built for small businesses that want to automate follow-ups, email campaigns, invoicing, and sales pipelines. Keap was formerly known as Infusionsoft.
What is Insightly used for?
Insightly is a CRM that combines contact and pipeline management with built-in project management. It’s used by sales and delivery teams who need to track leads and manage projects in one system. It’s especially popular in professional services, consulting, and regulated industries.
Is Keap easy to use?
Yes, Keap is considered easy to use for a platform of its depth. Users can set it up in as little as 20 minutes with the help of onboarding checklists and a dedicated customer success manager. The drag-and-drop automation builder is especially beginner-friendly.
Is Insightly a good CRM?
Insightly is a solid CRM for teams that also need project management. It’s recommended by PC Magazine, G2 Crowd, and TrustRadius. It’s easier to use than Zoho CRM but not as feature-deep as Salesforce or Keap for marketing automation.
Which is better: Keap or Insightly?
Keap is better for small businesses that want powerful marketing automation, email campaigns, and built-in invoicing. Insightly is better for teams that need to manage both sales and project delivery in one place. For overall automation power, Keap wins.
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