⚡ Quick Verdict:
- Pricing: Keap starts at $299/month (billed annually) vs Insightly from $29/user/month
- Best for: Keap for small businesses needing deep sales and marketing automation; Insightly for teams that also manage projects alongside CRM
- Key difference: Keap includes a built-in landing page builder, invoicing, and payment processing — Insightly focuses on project management and CRM linked together
- Our pick: Keap for most small businesses that want to automate their entire sales process from one place
Small businesses pick Keap or Insightly for one main reason.
They need a CRM that does more than store contacts.
Keap automates sales campaigns, handles invoicing, and builds landing pages.
Insightly connects CRM data directly to project management.
They serve different types of teams — and that difference matters.
Overview
Keap vs Insightly comparison covers pricing, core features, and ease of use for both platforms.
Our sources include published documentation, G2 reviews, and official pricing pages.
Keap has a Personal Experience block from our writer’s time with the platform.
Insightly observations come from documentation and published user reviews.
By the end, you’ll know which tool fits your business strategy.
What is Keap?
Keap is a CRM built for small businesses and solopreneurs.
It handles customer relationship management, sales automation, and email marketing in one place.
The platform was formerly known as Infusionsoft before rebranding to Keap.
It includes a drag-and-drop Campaign Builder for building campaigns visually.
Keap also adds a dedicated business line for calls and texts to keep work and personal contacts separate.
Keap
Keap automates your entire sales process. The Keap review from our team confirms it handles CRM, email marketing, and invoicing from one dashboard. Explore Keap features and Keap offers with a 14-day free trial.
Keap Pricing
Here’s what Keap costs in 2026. Let’s break it down.
| Plan | Price | Best For |
|---|---|---|
| Keap (Annual) | $299/month (Annually Billed) | Small businesses needing full CRM + automation |
Pricing verified April 2026.
Free trial: Yes — Keap offers a 14-day free trial with access to all features. No credit card required to start.
Money-back guarantee: Keap does not publicly advertise a standard money-back policy. Review the terms before committing to an annual plan.
📌 Note: According to Keap’s published documentation, the platform has multiple plan tiers (Lite, Pro, and Max) with pricing based on contact volume. The $299/month figure reflects the annual billing rate confirmed at time of review. Each additional user seat costs $30/month. Keap charges a one-time $499 Expert Coaching fee for personalized onboarding.
⚠️ Warning: Keap’s pricing increases as your contact list grows beyond set thresholds. If you’re building a large email list, factor in these scaling costs before signing up for an annual plan.
Key Benefits of Keap
Here’s what makes Keap worth considering:
- All-in-one sales automation: Keap handles CRM, email marketing, invoicing, and payment processing without requiring third-party tools. This helps small businesses avoid juggling multiple subscriptions.
- Campaign Builder: The drag-and-drop visual campaign builder lets you map out automated sequences based on customer actions. Templates are available to speed up setup.
- Lead scoring: Keap assigns scores to prospects based on engagement level. This helps sales teams focus on the leads most likely to convert.
- Built-in invoicing and payments: You can send invoices and process payments directly inside Keap. This removes the need for a separate billing tool.
- Landing page builder: Keap includes a landing page builder that connects to your contact list and sales campaigns. You can build and connect multiple landing pages from one dashboard.
- Dedicated business line: Keap provides a separate business line for calls and texts. This keeps your personal and professional communications apart.
- AI-powered tools: Keap includes AI that drafts email copy and suggests automation based on natural language prompts. This speeds up campaign creation for users who aren’t tech-savvy.
What Our Team Noticed
Our writer signed up for Keap and spent time exploring the platform’s automation and CRM features. Here’s what stood out:
Keap Pros & Cons
✅ Pros
- Automates nearly every stage of the sales process from lead capture to follow-up
- Built-in invoicing removes the need for a separate e-commerce or billing tool
- 14-day free trial lets you test all features before committing
- Dedicated customer success manager included with every plan
- 2,500+ third-party integrations via native and Zapier connections
❌ Cons
- Pricing is high for entry-level small businesses and solopreneurs on tight budgets
- One-time $499 Expert Coaching fee adds to the upfront cost
- Contact-based pricing scales up quickly as your list grows
- User community is not very active, which limits peer-to-peer support
What is Insightly?
Insightly is a CRM platform that combines contact management with project management.
It helps sales teams track opportunities while also managing the work that comes after closing a deal.
The platform is accessible via web browser and mobile apps for on-the-go management.
Insightly added Gantt chart visualizations in 2025 for better project timeline tracking.
It also includes an AI assistant called Copilot for summarizing emails and retrieving data.
Insightly
Insightly links CRM data directly to project management. It’s built for teams that need to manage both the sales process and delivery work in one system.
Insightly Pricing
Here’s what Insightly costs in 2026. Let’s break it down.
| Plan | Price | Best For |
|---|---|---|
| Plus | $29/user/month | Small teams wanting basic CRM features |
| Professional | $49/user/month | Growing teams needing dashboards and integrations |
| Enterprise | $99/user/month | Larger organizations needing full feature access |
Pricing verified April 2026.
Free trial: Insightly offers a free plan with limited features, allowing users to evaluate the platform before upgrading.
Money-back guarantee: Insightly does not publish a standard money-back policy. Check the terms of your plan before committing to annual billing.
📌 Note: Insightly’s Plus tier provides limited access to most features. The Professional tier adds dashboards and third-party app integrations via AppConnect. The Enterprise tier gives full access to all features, including advanced customization. Insightly also offers separate products — Insightly Service and Insightly Marketing — each following the same pricing structure.
⚠️ Warning: Insightly’s Enterprise tier is priced significantly higher than its Plus and Professional tiers — nearly double what Zoho CRM charges at a comparable level. If your team needs full features, budget accordingly before committing.
Key Benefits of Insightly
Here’s what makes Insightly worth considering:
- CRM + project management in one: Insightly links sales opportunities to projects so your team can track a deal from first contact through delivery. This removes the gap between sales and operations.
- AI Copilot: Insightly’s AI assistant helps retrieve data and summarize emails without leaving the platform. This speeds up work for sales teams managing high contact volumes.
- Compliance certifications: Insightly is SOC 2 Type II, GDPR, and HIPAA compliant. This matters for businesses in regulated industries or those working with sensitive customer data.
- AppConnect integrations: Insightly’s low-code integration engine provides over 2,000 pre-built connectors. This makes connecting to existing tools fast and accessible for non-technical users.
- Gantt charts and Kanban views: Added in 2025, Gantt charts let teams visualize project timelines and dependencies. Kanban views keep each stage of the sales pipeline visible at a glance.
- Mobile access: Insightly’s mobile app lets users add contacts, assign tasks, and manage opportunities from anywhere. G2 reviews highlight the app’s ease of use for on-the-go teams.
What Our Team Noticed
Note: We haven’t had extensive hands-on time with Insightly yet. The information above is based on published documentation and user reviews from G2, PC Magazine, and TrustRadius.
Insightly Pros & Cons
✅ Pros
- Combines CRM and project management in a single platform
- SOC 2 Type II, GDPR, and HIPAA compliant for regulated industries
- Affordable entry point at $29/user/month for the Plus tier
- Fast implementation — Insightly is noted for quick setup times
- Recommended by PC Magazine, G2 Crowd, and TrustRadius
❌ Cons
- Lacks advanced custom workflow automation compared to Keap
- Enterprise tier pricing is high — nearly double comparable competitors
- No built-in invoicing or payment processing tools
- Plus tier has limited access to most features, requiring an upgrade early
Feature Comparison
Let’s compare Keap vs Insightly across the features that matter most to small businesses.
| Feature | Keap | Insightly |
|---|---|---|
| Starting Price | $299/month (annual) | $29/user/month |
| Free Plan | ❌ (14-day trial only) | ✅ (limited) |
| Sales Automation | ✅ Advanced | ✅ Basic |
| Email Marketing | ✅ Full campaigns | ✅ Templates available |
| Landing Page Builder | ✅ | ❌ |
| Invoicing & Payments | ✅ Built-in | ❌ |
| Project Management | ❌ | ✅ |
| Lead Scoring | ✅ | ❌ |
| AI Features | ✅ Email drafting + automation | ✅ Copilot assistant |
| Compliance (SOC 2 / GDPR) | ❌ Not published | ✅ SOC 2, GDPR, HIPAA |
| Best For | Small business sales automation | CRM + project management teams |
1. Sales and Marketing Automation
Keap: Keap’s automation builder uses visual drag-and-drop tools to create “when-then” workflows. You can automate email follow-ups, lead scoring updates, and task assignments based on customer behavior. According to Keap’s documentation, users who adopt these automations report saving an average of 10 hours per week.
Insightly: Insightly offers workflow automation focused on moving records through stages and assigning tasks. It handles basic automated actions but does not match Keap’s depth for complex sales campaigns or multi-step marketing automations. G2 reviews note that Insightly lacks advanced custom workflow options compared to dedicated sales automation tools.
2. Email Marketing
Keap: Keap’s email marketing lets you send hyper-targeted messages based on CRM tags and contact segments. The platform includes email campaign templates, an AI tool that drafts email copy, and Keap reports a 99.5% email deliverability rate. You can schedule and automate full email campaigns from the same interface you use to manage contacts.
Insightly: Insightly supports email templates and the ability to schedule emails from within the CRM. For more advanced email marketing, Insightly offers a separate product — Insightly Marketing — which follows the same pricing structure as the CRM. Teams that need full campaign functionality may need to add that product to their plan.
3. CRM and Contact Management
Keap: Keap’s CRM stores all customer data, interaction history, and tags in one contact record. The sales pipeline view gives a visual layout of where each lead stands. Lead scoring helps sales teams prioritize by assigning scores based on prospect engagement level.
Insightly: Insightly CRM keeps current and prospective customer data in one place with a 360-degree customer view. It uses customizable pipelines and Kanban views to track each sales stage. Insightly’s interface is noted in G2 reviews for being fast and easy to pick up, making data input and sharing straightforward.
4. Project Management
Keap: Keap does not include a dedicated project management module. It focuses on sales pipeline and marketing automation. Teams that need to manage post-sale delivery work will need a separate tool.
Insightly: Insightly’s project management features are a core differentiator. You can create projects, set milestones, assign tasks to team members, and track progress through pipelines. Gantt chart visualizations added in 2025 allow teams to see project timelines and dependencies at a glance.
5. Landing Pages and Lead Capture
Keap: Keap includes a landing page builder that connects directly to your contact list and sales campaigns. You can build multiple landing pages and link them to automated follow-up sequences. Web forms are also available for lead capture across your site.
Insightly: Insightly does not include a built-in landing page builder. Lead capture happens through web forms and direct CRM data entry. Teams needing landing pages would need to connect a third-party tool through AppConnect.
⚠️ Warning: If landing page creation is core to your lead generation strategy, Insightly requires an additional tool or integration. Keap handles this natively.
6. Invoicing and Payment Processing
Keap: Keap includes built-in invoicing and numerous payment processing integrations. You can send invoices, set up checkout forms, and accept payments without leaving the platform. This is useful for small businesses that want to consolidate billing and CRM into one system.
Insightly: Insightly does not offer built-in invoicing or payment processing. Businesses needing these features will need to connect a third-party tool. Insightly’s AppConnect engine makes it possible to link payment platforms, but there is no native billing workflow.
7. AI Features
Keap: Keap’s AI tools draft email copy and suggest automation workflows based on natural language prompts. The AI helps users who aren’t technical create complex sales campaigns faster. This is built into the Campaign Builder and email marketing tools.
Insightly: Insightly’s AI assistant, Copilot, helps users summarize emails and retrieve data from within the CRM. This reduces time spent searching for information during customer interactions. The Copilot feature is part of the broader platform rather than a standalone add-on.
8. Integrations
Keap: Keap integrates with over 2,500 platforms and tools. This includes native integrations and connections via Zapier. The broad integration library makes it easier to connect Keap to existing tools in your business without custom development.
Insightly: Insightly’s AppConnect integration engine provides over 2,000 pre-built connectors. The low-code setup makes connecting applications accessible for non-technical users. Insightly also integrates with Google Workspace natively, which is useful for teams already working in that environment.
9. Reporting and Dashboards
Keap: Keap provides an opportunities dashboard that shows where deals stand across the sales pipeline. Reports cover lead activity, campaign performance, and revenue tracking. All data lives in one dashboard for fast visibility into business performance.
Insightly: Insightly offers reports and visual dashboards to track business metrics. The Professional tier includes limited dashboards, while the Enterprise tier provides full access. G2 reviews highlight Insightly’s reporting as a strong point for teams that need visibility into both sales and project progress.
10. Pricing & Cost
| Plan | Keap | Insightly |
|---|---|---|
| Entry Plan | $299/month (annual) | Plus: $29/user/month |
| Mid-Tier | Varies by contact volume | Professional: $49/user/month |
| Top Tier | Varies by contact volume | Enterprise: $99/user/month |
| Free Option | 14-day trial only | Free plan (limited) |
Keap: Keap’s pricing is a flat monthly rate based on contact volume, not per seat. This works in your favor as your team grows, since adding users costs just $30/month each. The entry price is high compared to most CRMs, making it better suited to established businesses than brand-new startups.
Insightly: Insightly’s per-user pricing makes it cheaper to start, especially for solo users or tiny teams. The Plus tier at $29/user/month is affordable, but the feature limitations mean most real-use teams will need to step up to the Professional tier at $49/user/month. As your team grows, per-user costs add up quickly.
Different Scenarios
| If You Need… | Choose | Why |
|---|---|---|
| Deep sales automation | Keap | Campaign Builder + lead scoring |
| Project management with CRM | Insightly | Native deal-to-project workflow |
| Built-in invoicing | Keap | Native payment processing |
| Tight budget per user | Insightly | Starts at $29/user/month |
| Landing page builder | Keap | Built-in — no third-party needed |
| Compliance certifications | Insightly | SOC 2, GDPR, HIPAA certified |
| Google Workspace integration | Insightly | Native Google integration |
💰 Your Budget
Insightly’s Plus tier at $29/user/month is far more accessible than Keap’s monthly fee. If you’re a solo operator or a team of two, Insightly costs significantly less to get started.
🔌 Your Tech Stack
If you’re already in Google Workspace, Insightly connects natively. Keap’s 2,500+ integrations give it a wider overall library, but Insightly’s AppConnect is easier for non-technical users to configure.
📝 Your Sales Process
Keap is better for businesses that run email marketing campaigns, need lead scoring, and want to automate the full customer journey. Insightly suits teams where a sale kicks off a delivery project that needs tracking.
🎓 Your Experience Level
Insightly’s interface is faster to pick up for new users. Keap includes more onboarding support — including a dedicated customer success manager and training webinars — but the platform itself has a steeper learning curve due to its depth.
🆓 Free Trials and Demos
Keap offers a 14-day free trial with full feature access — no credit card needed. Insightly has a free plan with limited features that you can use indefinitely, making it easier to evaluate at your own pace.
🛟 Support Options
Keap offers 24/7 chat support, email support, and phone support Monday through Friday. Insightly’s support options vary by tier, so lower-plan users may have limited access to direct assistance.
Switching Guide
Already using one of these platforms? Here’s what to expect if you switch.
🔄 Switching from Keap to Insightly?
✅ What you’ll gain:
- Native project management linked directly to your CRM data
- SOC 2, GDPR, and HIPAA compliance certifications out of the box
- Lower per-user entry cost, especially for growing teams
❌ What you’ll lose:
- Built-in invoicing and payment processing
- Native landing page builder and web form tools
- Advanced sales campaign automation with lead scoring
📋 How to switch:
- Export your contacts and tags from Keap as a CSV file
- Create your Insightly account and import the CSV into the CRM
- Rebuild your sales pipelines and set up task workflows in Insightly
🔄 Switching from Insightly to Keap?
✅ What you’ll gain:
- Full sales and marketing automation with visual campaign building
- Built-in invoicing, checkout forms, and payment processing
- Landing page builder that connects directly to your contact list
❌ What you’ll lose:
- Native project management and Gantt chart views
- SOC 2, GDPR, and HIPAA compliance certifications
- Affordable per-user pricing for larger teams
📋 How to switch:
- Export your contacts and opportunities from Insightly as a CSV
- Sign up for Keap’s 14-day free trial and use free migration support to import your data
- Set up automation workflows using Keap’s Campaign Builder and connect your payment processor
What Our Review Didn’t Cover
This comparison focused on individual users and small teams. We didn’t evaluate enterprise-level SSO, advanced API customization, or how either platform performs for large organizations with 50+ users. Our observations reflect the April 2026 versions of both tools — features and pricing may have changed since this review. If you’re in a heavily regulated industry or need deep enterprise customization, your experience may differ from what we’ve described here.
Final Verdict
| Category | Winner |
|---|---|
| 💰 Pricing (Entry Point) | Insightly |
| 🚀 Sales Automation | Keap |
| 📧 Email Marketing | Keap |
| 🗂️ Project Management | Insightly |
| 🛒 Invoicing & Payments | Keap |
| 🛡️ Compliance | Insightly |
| 🎯 Lead Scoring | Keap |
| 👶 Ease of Getting Started | Insightly |
| 🏆 Overall Winner | Keap |
🏆 WINNER: Keap
Keap wins 4 out of 8 categories — and the four it wins are the most critical for small business revenue growth.
Best for: Small business owners, solopreneurs, and sales teams that want to automate their entire sales process without juggling multiple tools
Keap and Insightly serve different problems.
Keap is the right call if you want to automate lead capture, send targeted email campaigns, score leads, and collect payment — all from one dashboard.
Insightly is the better fit if your team closes deals and then manages delivery work as projects.
Insightly also wins on entry-level pricing, which matters for smaller teams with tight budgets.
But for most small businesses looking to grow their repeat business through automation, Keap offers more built-in tools in one place.
More of Keap Compared
Here’s how Keap stacks up against other CRM and sales automation platforms:
Keap wins on: Cleaner interface for beginners, dedicated small business onboarding, and a more focused CRM experience without overwhelming agency-level features
GoHighLevel wins on: White-label capabilities for agencies, broader funnel-building tools, and a stronger feature set for managing multiple client accounts from one login
Keap wins on: Built-in invoicing and payment processing, dedicated business phone line, and a unified dashboard for CRM plus e-commerce tools
ActiveCampaign wins on: More affordable entry pricing for email-only plans, deeper email segmentation, and a larger library of automation triggers for advanced marketers
Keap wins on: Simpler pricing structure with no per-seat cost scaling, built-in payment processing, and stronger focus on small business automation without enterprise bloat
HubSpot wins on: Free CRM tier with no time limit, broader marketing hub features, and a wider suite of sales, service, and marketing tools for growing companies
Keap wins on: All-in-one sales and marketing automation, native email campaign tools, and built-in landing page builder without needing extra add-ons
Pipedrive wins on: Cleaner sales pipeline UI, lower starting price, and a sharper focus on pure sales pipeline management for teams that don’t need marketing features
More of Insightly Compared
Here’s how Insightly compares to other CRM platforms:
Insightly wins on: Native project management linked to CRM records, faster implementation for small teams, and a tighter integration between sales and delivery workflows
HubSpot wins on: A free CRM with no expiration, a broader marketing and service hub suite, and stronger reporting at the enterprise level
Insightly wins on: Easier interface for teams new to CRM, faster data input process, and a built-in project management module that Zoho CRM doesn’t replicate natively
Zoho CRM wins on: More feature depth at comparable price points, a lower Enterprise-tier cost, and a broader suite of products for teams needing accounting, HR, and other business tools
Insightly wins on: Much lower starting price, faster setup without heavy IT involvement, and a cleaner experience for small teams that don’t need Salesforce’s complexity
Salesforce wins on: Unmatched customization depth, a vast third-party app marketplace, and enterprise-grade reporting and workflow capabilities for large sales organizations
Frequently Asked Questions
What is Keap used for?
Keap is a CRM platform built for small businesses that want to automate their full sales process. The Keap app handles customer relationship management, email marketing campaigns, invoicing, and payment processing from one dashboard. It includes drag and drop tools for building campaigns, lead scoring, and e commerce features like checkout forms — making it one of the more complete tools for sales and marketing in one place.
Is Keap easy to use?
Keap is user-friendly once the initial setup is done. The onboarding process includes checklists, videos, and training webinars to guide new users. According to Keap’s published documentation, users can complete initial setup in roughly 20 minutes, though building advanced automations takes more time. Phone support is available Monday through Friday for added help.
What is Insightly used for?
Insightly CRM is a platform for managing contacts, sales opportunities, and projects from one place. Marketing teams and sales teams use it to track the customer journey from first contact through project delivery. Insightly offers workflow automation, task management, and reporting — making it useful as a full set of crm tools for growing businesses. Insightly products like Insightly Marketing and Insightly Service extend its coverage further.
Is Insightly a good CRM?
Insightly is a solid CRM software choice for small to mid-sized teams that also manage post-sale projects. PC Magazine, G2 Crowd, and TrustRadius have recognized it positively. Its main limitation is that it lacks advanced custom workflow automation compared to dedicated sales automation platforms. For teams that need more leads and better conversion rates through automation, Keap may be the stronger pick.
Which is the best CRM for small businesses?
Keap is the better fit for small businesses that need third party integrations, lead management, and deep e commerce tools in one place. For e commerce businesses specifically, Keap’s checkout forms let you accept payment and track every lead score from the same dashboard. Insightly offers solid contact management and project tracking, plus free migration support through third party tools. The best crm for your business depends on whether sales automation or project visibility is the bigger priority — and how your knowledge of the platform grows over time. Both are solid solutions for small business CRM needs.
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