⚡ Nhận định nhanh:
- Chạy: Keap costs $299/month (Annually Billed). Insightly starts at $29/user/month and tops out at $99/user/month.
- Phù hợp nhất cho: Keap suits small businesses that want sales and marketing tự động hóa in one dashboard. Insightly suits sales teams that run client projects.
- Điểm khác biệt chính: Keap adds email marketing, landing pages, and invoicing and payment processing. Insightly adds project management and reporting.
- Lựa chọn của chúng tôi: Keap, rated 4.2 against Insightly’s 4.1, because it replaces more third party tools for a solo operator.
Cả hai điều này CRM platforms store contacts and track deals.
That is where the overlap stops.
Keap CRM is built around sales and marketing automation for doanh nghiệp nhỏ chủ sở hữu.
Insightly is built around customer relationship management plus project delivery.
Picking wrong means paying a monthly fee for features you never open.
Toàn cảnh
This Keap vs Insightly comparison covers pricing, key features, and ease of use.
It also shows which sales team each CRM software fits best.
Của chúng tôi nhà văn spent hands-on time inside the Keap app directly.
Notes on Insightly come from its documentation, G2, and PC Magazine coverage.
By the end, you will know which platform matches your growth goals.
Keap là gì?
Keap is a CRM platform for small businesses and solopreneurs.
It combines contact management, marketing tự động hóa, and online selling in one system.
The software was formerly known as Infusionsoft before the 2019 rebrand.
Keap automates almost every stage of the sales journey.
That includes lead capture, follow-up, invoicing, and repeat việc kinh doanh reminders.
🏆 Người chiến thắng: Keap
Keap runs your CRM, email campaigns, and checkout in one place. Keap says users who automate save 10 hours a week. A 14-day free trial is available.
Giá cả hợp lý
Here is what Keap costs in 2026 based on our CSV pricing record.
| Kế hoạch | Giá | Tốt nhất cho |
|---|---|---|
| Keap | 299 đô la/tháng (Thanh toán hàng năm) | Small businesses running sales campaigns, email marketing, and checkout forms in one system |
Pricing verified August 2026.
⚠️ Pricing conflict: Our CSV records a single Keap rate of $299/month (Annually Billed). Keap’s own site lists three Keap plans instead: Lite from $79/month, Pro from $169/month, and Max from $199/month, each for 500 contacts. Every table, card, and schema entry here uses the CSV figure. Check the current price page before you buy.
Dùng thử miễn phí: Yes. Small businesses can explore Keap features with a 14-day free trial that includes access to all features.
Đảm bảo hoàn tiền: Keap does not advertise a standard refund window, so treat the trial as your test period.
📌 Ghi chú: Keap pricing is based on your contact list size, and the cost rises once you pass a threshold. Each additional user costs $30 per month. Keap offers a one-time $499 Expert Coaching package for onboarding.
Những lợi ích chính của Keap
Here is what makes Keap CRM worth a look:
- One system instead of five: Keap combines CRM, marketing, and sales automation, cutting the stack of third party integrations most owners juggle.
- Advanced automations: The Campaign Builder is a visual flowchart tool for building campaigns. Set when-then rules and Keap handles the automated actions.
- Thời gian tiết kiệm được: Khách hàng của Keap sử dụng tự động hóa tiết kiệm được trung bình 10 giờ mỗi tuần và báo cáo doanh thu tăng 38%.
- Money in the door: Built-in invoicing, checkout forms, and payment processing let you quote, collect, and prompt cross sells without leaving the CRM.
- Dòng sản phẩm chuyên dụng cho doanh nghiệp: Calls and texts run through a separate number, keeping personal and work messages apart.
- Email that lands: Keap claims a 99.5% deliverability rate for email sent through the platform.
- Real onboarding: Every plan includes a dedicated customer success manager, free migration, checklists, and training webinars.
Những điều nhóm chúng tôi nhận thấy
Our writer set up a Keap account and built a short follow-up sequence. Setup took close to 20 minutes, matching Keap’s own claim. Here is what stood out:
Ưu điểm và nhược điểm của Keap
✅ Ưu điểm
- Automation templates and drag and drop tools make advanced workflows approachable
- Integrates with more than 2,500 platforms and tools
- Built-in invoicing, checkout forms, and payment processing integrations
- Free migration and a dedicated customer success manager on every plan
- Số điện thoại riêng dành cho doanh nghiệp để gọi và nhắn tin.
❌ Nhược điểm
- Pricing is high enough to deter brand new small businesses
- Cost climbs as your contact list crosses each threshold
- The user community exists but is not very active
- Phone support runs Monday to Friday for U.S. customers only
Insightly là gì?
Insightly CRM keeps current and prospective customer dữ liệu ở cùng một chỗ.
It markets itself as the modern CRM teams love to actually use.
The platform links contact management, sales opportunities, and project management together.
Two other Insightly products sit beside it: Insightly Marketing and Insightly Service.
PC Magazine, Entrepreneur Magazine, G2 Crowd, and TrustRadius all recommend it.
🥈 Runner Up: Insightly
Insightly ties every closed deal to a delivery project. It meets SOC 2 Type II, GDPR, and HIPAA standards. Pricing starts well below Keap for a small team.
Định giá Insightly
Insightly offers three tiers, and each seat is charged separately.
| Kế hoạch | Giá | Tốt nhất cho |
|---|---|---|
| Thêm vào đó | 29 đô la/người dùng/tháng | Small sales teams that need contact records, tasks, and a sales pipeline |
| Chuyên nghiệp | 49 đô la/người dùng/tháng | Teams that need workflow automation, dashboards, and third party app access |
| Doanh nghiệp | 99 đô la/người dùng/tháng | Companies that want full access to every feature and deeper customization |
Pricing verified August 2026.
Dùng thử miễn phí: Yes. Insightly runs a free CRM trial, and a limited free tier has historically covered two users.
Đảm bảo hoàn tiền: None published. Plans are usually billed annually, so test inside the trial window first.
📌 Ghi chú: The other Insightly products, Marketing and Service, follow the same pricing structure as the CRM. Adding them multiplies your per-user costs quickly.
⚠️ Cảnh báo: The Plus and Professional tiers are competitive, but the Enterprise tier runs almost double Zoho CRM’s equivalent. Price a five-seat team before you commit.
Những lợi ích chính của Insightly
Here is where Insightly earns its place among CRM platforms:
- CRM and projects together: A won deal converts into a project with milestones and pipelines, so nothing is retyped.
- Sơ đồ quy trình bán hàng trực quan: Customizable pipelines and Kanban views track every stage of a deal, plus an opportunities dashboard for managers.
- Task management that sticks: Create reminders, to-do lists, and call logs, then assign tasks to any team member.
- Copilot AI: The assistant summarizes emails and retrieves records, and the new version added Gantt chart views in 2025.
- AppConnect: A low-code integration engine with over 2,000 pre-built connectors, including Google Workspace.
- Compliance covered: Insightly meets SOC 2 Type II, GDPR, and HIPAA standards, which matters in health and finance work.
- Mobile apps that work: Scan a business card, add a new lead, and create projects from your phone.
Những điều nhóm chúng tôi nhận thấy
Note: We have not had extended hands-on time inside Insightly. Everything above comes from its documentation, G2 Crowd, TrustRadius, and PC Magazine coverage. Reviewers there describe a short learning curve and a data input process that is not overly convoluted.
Ưu điểm và nhược điểm của Insightly
✅ Ưu điểm
- Project management and CRM sit inside the same records
- Plus tier starts at $29/user/month, far below Keap
- SOC 2 Type II, GDPR, and HIPAA compliance
- Setup is fast and the interface is easy to customize and pick up
❌ Nhược điểm
- Not as feature-deep as Zoho CRM and other CRMs
- Custom workflows are thinner than competing marketing automations
- Enterprise tier is expensive for the functionality on offer
- No native invoicing, checkout, or landing page builder
So sánh tính năng
These two CRM tools split on one câu hỏi: do you sell to a list, or do you sell and then deliver a project? Start with the summary table, then read the categories that match your sales process.
| Tính năng | Keap | Sâu sắc |
|---|---|---|
| Giá khởi điểm | 299 đô la/tháng (Thanh toán hàng năm) | 29 đô la/người dùng/tháng |
| Dùng thử miễn phí | ✅ 14 ngày | ✅ |
| Tự động hóa tiếp thị | ✅ Trình tạo chiến dịch | ✅ Basic workflow automation |
| Tiếp thị qua email | ✅ Native campaigns | ✅ Templates and scheduling |
| Công cụ xây dựng trang đích | ✅ | ❌ |
| Lập hóa đơn và thanh toán | ✅ Được tích hợp sẵn | ❌ |
| Quản lý dự án | ❌ Pipelines only | ✅ Milestones and Gantt charts |
| Ghi điểm dẫn đầu | ✅ | ❌ Manual fields |
| Tích hợp | 2,500+ platforms | Hơn 2.000 lượt truy cập qua AppConnect |
| Sự tuân thủ | Standard SaaS security | SOC 2 Loại II, GDPR, HIPAA |
| Tốt nhất cho | Doanh nghiệp nhỏ owners automating sales and marketing | Sales teams delivering client projects |
1. Quản lý liên hệ
Keap: Every contact record holds notes, tags, quotes, and payment history. Tags drive everything else, so one tag can trigger automated tasks or start a nurture sequence. Custom fields track whatever your business strategy needs.
Thông minh: Contact management splits across contacts, organizations, and linked records, which suits companies selling to other companies. Insightly’s documentation describes a 360-degree customer view built from email, tasks, and project history.
2. Quản lý quy trình bán hàng
Keap: The sales pipeline is a drag and drop board where each stage fires its own automation. Move a deal to “Quote Sent” and Keap emails the quote, sets a reminder, and starts follow-up. That link is why many owners recommend Keap CRM.
Thông minh: Customizable sales pipelines and Kanban views cover each stage, and managers monitor progress from an opportunities dashboard. Sales opportunities carry their own records and next steps, though stage automation is lighter than Keap’s.
3. Lead Management and Lead Scoring
Keap: Lead scoring rates each prospect by engagement, so you score leads before anyone picks up the phone. A new lead from a web form arrives with a source tag and a lead score attached. Sales teams work the hot half of the contact list first.
Thông minh: Lead management runs through lead records, assignment rules, and conversion into an opportunity. There is no native scoring model, so most teams build custom fields instead. It works, but it takes setup.
💡 Mẹo hay: If lead capture volume is your bottleneck, Keap’s scoring wins you more leads per hour worked. If delivery after the sale is the problem, that gap barely matters.
4. Marketing Automation and Workflows
Keap: The Campaign Builder is a visual flowchart for building campaigns around when-then scenarios. A broad library of templates covers common paths, and drag and drop tools handle advanced automations on top. This is where Keap’s sales and marketing automation beats Insightly.
Thông minh: Workflow automation handles record updates, task creation, and alerts, and Copilot suggests actions from plain language prompts. Reviewers note it lacks the deeper custom workflows found in rival marketing automations. Heavy campaign work needs Insightly Marketing.
5. Tiếp thị và các chiến dịch qua email
Keap: Email marketing campaigns segment off CRM tags, so email campaigns stay hyper-targeted rather than blasted to everyone. Keap claims a 99.5% deliverability rate. Keap AI drafts the copy when you are staring at a blank editor.
Thông minh: The CRM sends tracked one-to-one mail, saves email templates, and lets reps schedule emails from inside a record. Bulk sending and drip sequences live in Insightly Marketing, a separate paid product. Enough for a sales team, thin for marketing teams.
6. Texting, Calls and Support Channels
Keap: A dedicated business line handles calls and texts inside the CRM, so client messages never mix with personal ones. Automated email follow-ups fire off customer interactions across the customer journey. Support covers 24/7 chat, email, and phone support Monday to Friday for U.S. customers.
Thông minh: There is no built-in phone number or SMS. Inbound conversations run through Insightly Service, the ticketing product, with queues and knowledge base articles. That is a support desk, not outbound calling.
7. Landing Pages, Web Forms and Checkout
Keap: The landing page builder ships with the CRM, and you can connect multiple landing pages to different sales campaigns. Start with one landing page and a web form, then add checkout forms once orders arrive. Testing multiple landing pages against one database is how owners increase conversions and lift conversion rates.
Thông minh: There is no landing page or checkout builder. AppConnect and its 2,000+ connectors link Insightly to Unbounce, Stripe, and Mailchimp, for example. You get flexibility, but you pay and maintain those third party tools yourself.
⚠️ Cảnh báo: Before comparing headline prices, add up what you already pay for page builders and payment apps. That total is the honest comparison against Keap’s single monthly fee.
8. Quản lý dự án và nhiệm vụ
Keap: Pipeline management doubles as light project tracking, with stages, owners, and automated tasks per deal. It works for onboarding a client or chasing paperwork, but it has no milestones, dependencies, or resourcing.
Thông minh: Project management is a first-class object here, with milestones, project pipelines, and Gantt charts. Assign tasks to a team member, create reminders, and track delivery beside the deal that paid for it. This is the biggest gap in Keap’s functionality.
9. AI Tools, Reporting and Dashboards
Keap: Keap AI drafts email copy and suggests automations from plain language prompts. Reporting covers revenue, campaign performance, and pipeline health on one dashboard. It answers marketing questions well and slices raw data less well.
Thông minh: Reports and dashboards give visual insight into business performance across sales, service, and projects. Copilot summarizes long email threads and pulls records on request. Dashboard access is limited on Professional and full on Enterprise.
10. Định giá & Chi phí
Here are both price lists side by side, straight from our records.
| Cấp độ | Keap | Sâu sắc |
|---|---|---|
| Lối vào | 299 đô la/tháng (Thanh toán hàng năm) | Thêm nữa: $29/người dùng/tháng |
| Giữa | Same single rate | Gói chuyên nghiệp: 49 đô la/người dùng/tháng |
| Đứng đầu | Same single rate | Phiên bản doanh nghiệp: 99 đô la/người dùng/tháng |
| Extra users | 30 đô la/người dùng/tháng | Included in per-user price |
| Onboarding | $499 one-time Expert Coaching | Chưa được xuất bản |
Keap: The rate is flat per account rather than per seat, and it is billed annually. That is expensive for an entry-level entrepreneur and reasonable for an established business that would otherwise buy an email tool, a page builder, and a checkout app separately.
Thông minh: Insightly starts cheap and scales with headcount. Three seats on Professional land at $147 per month, well under Keap. The Enterprise tier is the weak spot, sitting near double Zoho CRM for similar features.
💡 Mẹo hay: Our Keap CRM editor’s rating of 4.2 reflects breadth, not value. On raw price per user, Insightly wins outright, and it wins by more the smaller your team is.
Các kịch bản khác nhau
| Nếu bạn cần… | Chọn | Tại sao |
|---|---|---|
| Lowest cost per seat | Sâu sắc | Starts at $29 per user |
| Tự động hóa bán hàng và tiếp thị | Keap | Campaign Builder plus lead scoring |
| Project delivery after the sale | Sâu sắc | Các mốc quan trọng và biểu đồ Gantt |
| Lập hóa đơn và xử lý thanh toán | Keap | Checkout and invoices built in |
| HIPAA or SOC 2 requirements | Sâu sắc | Certified compliance |
| One system, no add-ons | Keap | Replaces several third party integrations |
💰 Ngân sách của bạn
A two-person shop pays $58 monthly on Insightly Plus against Keap’s $299. Keap only makes budget sense once it retires two or three paid apps you already run.
🔌 Bộ công nghệ của bạn
Keap connects to more than 2,500 platforms, while AppConnect brings over 2,000 connectors to Insightly. If your work lives in Google Workspace and a project tool, Insightly slots in with less friction.
📈 Quy trình bán hàng của bạn
Selling a repeatable offer to inbound leads favors Keap, since automated actions carry each new lead forward. Selling scoped engagements to a handful of accounts favors Insightly.
🎓 Trình độ kinh nghiệm của bạn
Insightly has the shorter learning curve for a first CRM. Keap is user friendly once configured, and its free migration, coaching, and training webinars exist because that setup takes real work.
🆓 Dùng thử và bản demo miễn phí
Keap’s 14-day free trial unlocks all features, so load 20 real contacts and build one campaign. Insightly’s trial is best spent converting a won deal into a project.
🛟 Các tùy chọn hỗ trợ
Keap gives every account a success manager plus 24/7 chat, and its Expert Coaching runs $499 one time. Insightly leans on documentation, its knowledge base, and paid onboarding services.
Hướng dẫn chuyển đổi
Already running one of them? Here is what changes if you move.
🔄 Bạn đang chuyển từ Keap sang Insightly?
✅ Những lợi ích bạn sẽ nhận được:
- Real project management with milestones and Gantt views
- A far lower bill for a small team
- SOC 2 Type II, GDPR, and HIPAA compliance
❌ Những gì bạn sẽ mất:
- Campaign Builder and its deeper automation
- Native invoicing, checkout forms, and payment processing
- Landing pages, lead scoring, and the business line
📋 Cách chuyển đổi:
- Export contacts, tags, and open deals from Keap as CSV files
- Create an Insightly account and map tags to custom fields first
- Import, rebuild your pipeline stages, then replace automations with AppConnect
🔄 Bạn đang chuyển từ Insightly sang Keap?
✅ Những lợi ích bạn sẽ nhận được:
- Marketing automation and lead scoring in the same tool
- Landing pages, web forms, and checkout under one dashboard
- A success manager and free migration during setup
❌ Những gì bạn sẽ mất:
- Milestone-based project management and Gantt charts
- Per-seat pricing that suits a small headcount
- HIPAA and SOC 2 Type II compliance documentation
📋 Cách chuyển đổi:
- Export contacts, organizations, and opportunities from Insightly
- Start the Keap trial and ask the success manager for free migration
- Rebuild pipeline stages, then move project work to a dedicated tool
Những điều mà bài đánh giá của chúng tôi chưa đề cập
This comparison focused on small businesses and small sales teams. We did not measure deliverability at scale, price Insightly Marketing separately, or cover custom enterprise agreements. Our full Keap review goes deeper on the automation side. If you run 50 seats or work in a regulated industry, trial both against your own data.
Phán quyết cuối cùng
| Loại | Người thắng |
|---|---|
| 💰 Giá cả | Sâu sắc |
| 🚀 Tự động hóa tiếp thị | Keap |
| 📇 Contact and Lead Management | Keap |
| 📊 Quản lý dự án | Sâu sắc |
| 💳 E-Commerce and Invoicing | Keap |
| 👶 Dễ sử dụng | Sâu sắc |
| 🔌 Tích hợp | Keap |
| 🔐 Compliance | Sâu sắc |
| 🏆 Người chiến thắng chung cuộc | Keap |
🏆 NGƯỜI CHIẾN THẮNG: KEAP
Keap wins 4 of 8 categories and holds the higher rating at 4.2 against 4.1.
Phù hợp nhất cho: Solopreneurs, e-commerce sellers, and small businesses automating follow-up, invoicing, and repeat business.
There is no single CRM tốt nhất here, and the category split is close. Keap takes the overall win because it removes more tools from your stack. One monthly fee covers the CRM, the campaigns, the pages, and the checkout.
Insightly is the better buy on price and the only real choice if you deliver projects after a deal closes. For a three-person consultancy it is the smarter pick, and compliance seals it for regulated work.
Pick Keap if you want automated growth from one system. Pick Insightly if you want a clean, cheap CRM that tracks delivery too.
So sánh thêm về Keap
Here is how Keap lines up against the other CRM platforms buyers shortlist:
Keap vs GoHighLevel
Keap thắng nhờ: Cleaner CRM records for a single business, a dedicated success manager on every plan, and native invoicing with fewer setup steps.
GoHighLevel thắng nhờ: Agency sub-accounts and white labelling, cheaper entry pricing, and a broader funnel and calendar toolkit for reselling.
Keap thắng nhờ: Checkout and invoicing without a separate hub, a phone and chữ line included, and automation depth at a predictable flat rate.
HubSpot thắng nhờ: A genuinely usable free tier, reporting that scales to large sales teams, and a deeper marketplace of apps and partners.
So sánh Keap và ActiveCampaign
Keap thắng nhờ: Quotes, invoices and payments inside the CRM, lead scoring tied to sales stages, and onboarding coaching that shortens setup.
ActiveCampaign thắng nhờ: Email segmentation depth, lower monthly entry cost, and stronger split-testing for email marketing campaigns.
So sánh chi tiết hơn với Insightly
And here is where Insightly sits against its closest CRM tools:
Insightly thắng nhờ: An easier interface to pick up, project delivery linked to deals, and Plus and Professional tiers that price well.
Zoho CRM vượt trội ở các điểm sau: Feature depth across modules, a cheaper top tier at roughly half Insightly’s Enterprise cost, and a wider suite of business apps.
Insightly thắng nhờ: Fast setup without a consultant, predictable per-user costs, and built-in projects rather than a paid add-on.
Salesforce thắng nhờ: Customization ceiling, forecasting and territory tools, and an app exchange no mid-market rival matches.
Insightly thắng nhờ: Cheaper paid entry, HIPAA-ready compliance, and project tracking HubSpot simply does not offer.
HubSpot thắng nhờ: Free contact management for unlimited users, richer marketing tooling, and better reporting for a marketing team.
Câu hỏi thường gặp
Keap được dùng để làm gì?
Keap is used to organize leads, automate follow-up, run email campaigns, and take payments. Small businesses use it to replace several separate sales and marketing tools.
Insightly được dùng để làm gì?
Insightly is used to manage contacts, sales opportunities, and the projects that follow a closed deal. It suits teams who deliver client work after selling it.
Ứng dụng Keap có dễ sử dụng không?
Yes, once it is set up. Basic setup can take about 20 minutes, and every account gets a success manager, checklists, and on-demand product training.
Insightly có phải là phần mềm dựa trên nền tảng đám mây không?
Yes. It runs in any browser and on mobile apps for iOS and Android, so records stay reachable from a laptop or phone.
Còn gì tốt hơn Keap nữa?
It depends on the job. Insightly is better for project delivery and cost per seat. HubSpot is better for free contact management and reporting depth.
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