Keap vs Insightly: Ultimate CRM Showdown in 2025

에 의해서 | 2월 24, 2025

준우승
구입
4.5
  • Automation Builder
  • 강한 고객 관계 관리(CRM)
  • Email & Text Marketing
  • 멋진 랜딩 페이지
  • 판매 파이프라인
  • 무료 플랜 이용 가능
  • 유료 플랜은 $249부터 시작합니다
준우승
통찰력 있게
3.5
  • Pipeline Management
  • Lead Tracking
  • Workflow Automation
  • 프로젝트 관리
  • Insightly marketing
  • 무료 플랜 이용 가능
  • 월 $29부터 시작하는 유료 플랜
keap vs insightly

Ever feel like you’re juggling too many balls?

Keeping track of customers, deals, and everything can be a real headache.

You need a good 고객 관계 관리(CRM), right?

But then you’re stuck: 구입했다 vs Insightly? Which one’s actually worth it?

That’s why we’re breaking it down, plain and simple.

We’ll look at Keap vs Insightly and see which 고객 관계 관리(CRM) is top in 2025. 

개요

We’ve spent weeks diving deep, testing each platform’s features, and putting them through real-world scenarios.

Our hands-on experience lets us give you a clear, honest comparison, not just marketing fluff.

CRM 구매
4.5out of 5

Ready to get organized and save 15 hours a week? Keap’s powerful automation can make it happen. Go for ir now!

가격: You can try it for free. Paid plan starts at $249/month

주요 특징:

  • 이메일 마케팅
  • 고객 관계 관리(CRM)
  • Sales and Marketing Automation
통찰력 있게
3.5out of 5

Need a 고객 관계 관리(CRM) that goes beyond sales with robust project management tools? Insightly’s got you covered.

가격: It has a free plan. The premium plan starts at $29/month.

주요 특징:

  • 프로젝트 관리
  • Workflow Automation
  • Relationship Linking

What is Keap?

Ever feel like you’re juggling too many things at once? Keap gets that.

It’s a 고객 관계 관리(CRM) designed to simplify your business. Think of it as your all-in-one tool for sales and marketing.

Keap helps you organize contacts, automate tasks, and close more deals.

It’s especially great for small businesses and entrepreneurs who want to save time and grow faster.

또한 우리가 가장 좋아하는 것을 탐색하세요 Keap alternatives

What is Keap CRM

우리의 견해

CRM 구매

구입했다 is a fantastic option for small businesses to streamline their sales and marketing efforts. It’s user-friendly and packed with valuable features. However, it may not be best for larger companies with more complex needs.

주요 이점

  • 내장된 이메일 마케팅: 대상 고객에게 타겟팅된 이메일을 보내세요.
  • 사용하기 쉬운 자동화: 후속 메시지 전송, 리드 할당 등의 작업을 자동화합니다.
  • 영업 파이프라인 관리: 거래를 추적하고 기회를 파악하세요.
  • 전자상거래 통합: Keap을 온라인 매장과 연결하여 주문과 고객을 관리하세요.

가격

Keap은 무료 체험판과 간단한 가격 구조를 제공하여 쉽게 시작할 수 있도록 도와줍니다.

  • Simple plan: Starts at $249/month (Annually Billed) and offers two users and 1500 contacts.
구매 가격

장점

  • 소규모 사업체에 적합합니다.
  • 배우고 사용하기 쉽습니다.
  • 강력한 이메일 마케팅 도구.
  • 뛰어난 자동화 기능.

단점

  • 성장할수록 비용이 많이 들 수 있습니다.
  • 사용자 정의 옵션이 제한적입니다.
  • 대기업에는 적합하지 않습니다.

What is Insightly?

Insightly? Yeah, it’s a 고객 관계 관리(CRM).

But it does more. Think project management, too.

This tool is designed to grow businesses. It allows you to track deals and projects in one place, which sounds useful.

또한 우리가 가장 좋아하는 것을 탐색하세요 Insightly alternatives

Insightly란 무엇인가요?

우리의 견해

통찰력 있게

Insightly is a solid choice for businesses that need a scalable CRM with project management capabilities.

주요 이점

  • Scalable for growth: Adapt the platform as your business expands.
  • Project management features: Keep your projects organized and on track.
  • Customizable dashboards and reports: Get the insights you need to make informed decisions.
  • Integrations with popular apps: Connect with your favorite business tools.

가격

  • 을 더한: $29/user/month.
  • 전문적인: 사용자당 월 49달러.
  • 기업: $99/user/month.
통찰력 있는 가격 책정

장점

  • Scalable for businesses of all sizes.
  • Includes project management features.
  • Customizable dashboards and reports.
  • Integrates with popular apps.

단점

  • It can be complex to learn and use.
  • Some features are limited to lower plans.
  • 대규모 팀의 경우 비용이 많이 들 수 있습니다.

기능 비교

Let’s cut to the chase.

We’ve lined up the key features to see where Keap vs Insightly truly differ.

Here’s a detailed look at what matters most.

1. Marketing Automation

  • Keap: Built with small businesses in mind, Keap (formerly Infusionsoft) offers robust marketing 오토메이션. You can create complex workflows to nurture leads, trigger email campaigns, and automate follow-ups. It’s strong for those needing detailed, automated sequences.
  • Insightly: Provides solid automation but leans more towards sales-focused workflows. While it offers automation for tasks and processes, its marketing automation features are less in-depth than Keap.
What is Keap CRM

2. CRM and Sales Features

  • Keap: Focuses on sales and marketing automation, with tools for lead scoring, pipeline management, and appointment scheduling.
  • Insightly: Excels in relationship management, project management, and sales tracking. It’s designed for businesses that need a comprehensive view of customer interactions across sales, marketing, and projects.

3. Email Campaigns

  • Keap: Offers advanced email campaigns with customizable templates, segmentation, and detailed 보고. You can create targeted campaigns based on user behavior and preferences.
  • Insightly: Provides basic email campaigns functionality, adequate for simple outreach. It integrates well with email clients but lacks the advanced features of Keap.

4. Integrations

  • Keap: Offers a wide range of integration options, including popular apps and services. It provides API access for custom integrations.
  • Insightly: Boasts strong integration capabilities, particularly with project management tools and business applications. It aims to connect all aspects of your business.

5. Analytics and Reporting

  • Keap: Delivers in-depth analytics on marketing campaigns, sales performance, and customer behavior. Its reporting tools provide actionable insights.
  • Insightly: Offers robust analytics for sales and project management. Its reporting focuses on tracking progress and performance across various business functions.
Benefits of Insightly

6. Dashboard and User Interface

  • Keap: Has a powerful dashboard with customizable widgets, but some users find the interface complex due to its extensive features.
  • Insightly: Features a clean and intuitive dashboard, making it easy to navigate and access key information. It prioritizes user-friendliness.

7. E-commerce Functionality

  • Keap: Strong e-commerce features, including order management, payment processing, and shopping cart integration. Ideal for businesses selling products online.
  • Insightly: E-commerce is less of a focus. While it can integrate with platforms, it doesn’t offer the same depth of built-in e-commerce tools as Keap.

What to Look for When Choosing CRM Software?

  • Consider your entire business strategy. A good 고객 관계 관리(CRM) should support your entire business line, from lead generation to closing a deal.
  • Evaluate the user experience. Look for a modern CRM teams love, with an easy-to-use interface and a low learning curve.
  • Keap CRM is known for its powerful sales automation and email marketing campaigns, which can streamline your sales process.
  • Insightly CRM stands out with its robust workflow automation and task management, making it easy to assign tasks to a team member.
  • Assess marketing and sales capabilities. Look for features like a landing page 건축업자, email templates, and the ability to connect multiple landing pages to track your sales campaigns.
  • Think about your sales team and marketing teams. The 최고의 CRM tools will help both sides work together.
  • Don’t forget about core functions. A great customer relationship management solution needs excellent contact management and the ability to track sales opportunities.
  • Check for integrations. The CRM should work well with your existing tools like Google Workspace and offer features for invoicing and payment processing.
  • Read user reviews. Don’t just take our word for it—see what PC Magazine and other 중소기업 owners have to say.
  • Keap CRM provides robust features for email marketing, making it a strong choice for businesses that rely heavily on that channel.
  • Insightly Marketing and Insightly Service modules offer a comprehensive look at your customer journey.
  • Look at the full product stack. The Keap stack includes all the tools you need in one place.
  • Insightly products offer a variety of solutions, and their business card scanner is a great feature for quick 데이터 기입.
  • Ultimately, the best crm platform for your organization’s needs is the one that fits your workflow. If you’re a 중소기업 owner, it’s advisable to compare the two solutions side-by-side to see which one is right for you.

최종 판결

So, Keap vs Insightly, which one wins?

If you need strong marketing automation 그리고 e-commerce tools, Keap is your best bet.

It’s great for detailed campaigns.

But, if you want a user-friendly CRM that handles projects and relationships well, go with Insightly.

We’ve spent a lot of time testing these out, so we know what works.

Trust us, we’ve done the hard work so you don’t have to.

More of Keap

Here’s a comparison of Keap with various alternatives:

  • Keap vs Pipedrive: Keap excels in marketing automation and integrated sales. Pipedrive focuses more on visual sales pipeline management and deal tracking.
  • 구입했다 vs 고하이레벨: GoHighLevel is an all-in-one platform for agencies, offering white-label options and extensive automation.
  • Keap vs ActiveCampaign: Keap provides an all-in-one business automation solution for service-based small businesses. ActiveCampaign specializes in sophisticated email marketing and customer experience automation.
  • Keap vs HubSpot: Keap integrates CRM, marketing automation, and e-commerce for small businesses. HubSpot offers a broader suite of hubs for sales, marketing, service, and content, suitable for various business sizes.
  • Keap vs ClickFunnels: Keap offers CRM, marketing automation, and e-commerce. ClickFunnels is primarily a sales funnel and landing page builder with some lead collection functionality.
  • Keap vs Folk: Keap provides robust sales and marketing automation with deep customization. Folk offers a simpler, user-friendly interface focused on collaborative contact management.
  • Keap vs Instantly: Keap is a comprehensive CRM and automation platform for sales and marketing.  specializes in outbound sales outreach and lead generation.
  • Keap vs ClickUp: Keap is a dedicated CRM with strong sales and marketing automation. 클릭업 is a versatile project management tool that can be configured as a CRM.
  • Keap vs Monday CRM: Keap is a dedicated CRM focused on small business sales and marketing automation. Monday CRM is a flexible work OS with strong customizable CRM capabilities for collaborative workflows.
  • Keap vs Capsule CRM: Keap offers advanced marketing automation and integrated business solutions. 캡슐 CRM is designed for simplicity and affordability, ideal for small—to medium-sized businesses.
  • Keap vs Insightly: Keap focuses on robust marketing automation and lead management. Insightly provides contact and project management with workflow automation, suitable for small—to mid-sized businesses.
  • Keap vs Freshsales CRM: Keap offers strong automation and is geared towards small businesses. Freshsales CRM is known for its affordability, user-friendly interface, and broad integrations.
  • Keap vs Salesforce: Keap is tailored for small business CRM and marketing automation. Salesforce is a highly customizable, scalable, industry-leading CRM for businesses of all sizes, especially enterprises.
  • Keap vs Zendesk: Keap excels in sales and marketing automation and e-commerce. Zendesk is primarily a customer service and support platform with robust ticketing and collaboration features.

More of Insightly

Here’s a brief comparison of Insightly with these software solutions:

  • Insightly vs Pipedrive: Insightly focuses on CRM with integrated project management; Pipedrive specializes in visual sales pipeline management, often preferred by sales-centric teams.
  • Insightly vs GoHighLevel: Insightly is great for combining CRM with project management. It helps track sales and projects together. GoHighLevel is an all-in-one platform for marketing agency needs. It offers strong marketing and sales automation tools and can manage multiple clients.
  • Insightly vs Keap: Insightly offers a robust CRM with project tracking; Keap provides powerful marketing automation, email campaigns, and comprehensive sales features.
  • Insightly vs ActiveCampaign: Insightly merges CRM with project management capabilities; ActiveCampaign excels in advanced marketing automation, email sequencing, and lead scoring.
  • Insightly vs HubSpot: Insightly offers a strong CRM with project management, while HubSpot provides a vast all-in-one platform for marketing, sales, and customer service.
  • Insightly vs Clickfunnels: Insightly is a CRM with project management; ClickFunnels is primarily a sales funnel builder for creating landing pages and automating sales processes.
  • Insightly vs Folk: Insightly is a comprehensive CRM with project management capabilities; Folk is a more streamlined, collaborative contact management tool.
  • Insightly vs Instantly: Insightly offers a robust CRM and project management solution; Instantly focuses on automated cold email outreach and lead generation.
  • Insightly vs ClickUp: Insightly integrates CRM and project management; ClickUp is a versatile work management platform that can be configured for CRM tasks.
  • Insightly vs Monday: Insightly combines CRM with project management; Monday CRM is a highly customizable work operating system, adaptable for various CRM needs.
  • Insightly vs Capsule CRM: Insightly is a more feature-rich CRM with project management, while Capsule CRM is a simpler, straightforward contact and sales opportunity tracker.
  • Insightly vs Freshsales: Insightly offers a robust CRM with project management; Freshsales CRM provides advanced sales automation, AI insights, and multichannel communication.
  • Insightly vs Salesforce: Insightly is a comprehensive CRM with integrated project management; Salesforce is an enterprise-grade, highly customizable, and expansive CRM solution.
  • Insightly vs Zendesk: Insightly is a CRM with project management features; Zendesk primarily focuses on customer support and service ticketing.

자주 묻는 질문

Is Keap better for marketing automation than Insightly?

Yes, Keap excels in marketing automation. It offers more advanced features like complex workflows and detailed email campaigns, making it ideal for businesses needing robust automation tools. Insightly’s automation is more sales-focused.

Which CRM is easier to integrate with other tools?

Both Keap and Insightly offer strong integration capabilities. Keap has a wider range of app integrations, while Insightly specializes in connecting with project management and business applications. The best choice depends on your specific needs.

Does Insightly have good analytics?

Insightly provides robust analytics for sales and project management. Its reporting tools focus on tracking progress and performance across various business functions. It’s useful for businesses that need to monitor project and sales metrics.

Is Keap suitable for e-commerce businesses?

Yes, Keap is well-suited for e-commerce businesses. It offers strong e-commerce features, including order management, payment processing, and shopping cart integration. It’s designed to support online sales.

Which CRM has a more user-friendly dashboard?

Insightly generally has a more user-friendly dashboard. Its clean and intuitive interface makes navigating and accessing key information easy. Keap’s dashboard is powerful but can be complex due to its extensive features.

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