⚡ 快速结论：
- 定价： Keap costs $299/month (Annually Billed). Insightly starts at $29/user/month and tops out at $99/user/month.
- 最适合： Keap suits small businesses that want sales and marketing 自动化 in one dashboard. Insightly suits sales teams that run client projects.
- 主要区别： Keap adds email marketing, landing pages, and invoicing and payment processing. Insightly adds project management and reporting.
- 我们的选择： Keap, rated 4.2 against Insightly’s 4.1, because it replaces more third party tools for a solo operator.
两者兼而有之 客户关系管理 platforms store contacts and track deals.
That is where the overlap stops.
Keap CRM is built around sales and marketing automation for 小型企业 业主。
Insightly is built around customer relationship management plus project delivery.
Picking wrong means paying a monthly fee for features you never open.
概述
This Keap vs Insightly comparison covers pricing, key features, and ease of use.
It also shows which sales team each CRM software fits best.
我们的 作家 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是什么？
Keap is a CRM platform for small businesses and solopreneurs.
It combines contact management, marketing 自动化, 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 商业 reminders.
🏆 获胜者：基普
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.
Keap定价
Here is what Keap costs in 2026 based on our CSV pricing record.
| 计划 | 价格 | 最适合 |
|---|---|---|
| 基普 | 每月 299 美元（按年计费） | 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.
免费试用： Yes. Small businesses can explore Keap features with a 14-day free trial that includes access to all features.
退款保证： Keap does not advertise a standard refund window, so treat the trial as your test period.
📌 笔记： 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.
Keap的主要优势
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.
- 节省时间： 使用自动化功能的 Keap 客户平均每周可节省 10 小时，并报告收入增长 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.
- 专属业务线： 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.
我们的团队注意到了什么
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:
Keap 的优缺点
✅ 优点
- 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
- 用于通话和短信的专用商务线路
❌缺点
- 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是什么？
Insightly CRM keeps current and prospective customer 数据 在同一地点。
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.
Insightly 定价
Insightly offers three tiers, and each seat is charged separately.
| 计划 | 价格 | 最适合 |
|---|---|---|
| 加 | 每用户每月 29 美元 | Small sales teams that need contact records, tasks, and a sales pipeline |
| 专业的 | 每用户每月 49 美元 | Teams that need workflow automation, dashboards, and third party app access |
| 企业 | 每用户每月 99 美元 | Companies that want full access to every feature and deeper customization |
Pricing verified August 2026.
免费试用： Yes. Insightly runs a free CRM trial, and a limited free tier has historically covered two users.
退款保证： None published. Plans are usually billed annually, so test inside the trial window first.
📌 笔记： The other Insightly products, Marketing and Service, follow the same pricing structure as the CRM. Adding them multiplies your per-user costs quickly.
⚠️ 警告： 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.
Insightly 的主要优势
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.
- 可视化销售流程： 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.
我们的团队注意到了什么
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.
Insightly 的优点和缺点
✅ 优点
- 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
❌缺点
- 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
功能对比
These two CRM tools split on one 问题: 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.
| 特征 | 基普 | 洞察力 |
|---|---|---|
| 起价 | 每月 299 美元（按年计费） | 每用户每月 29 美元 |
| 免费试用 | ✅ 14天 | ✅ |
| 营销自动化 | ✅ 活动创建器 | ✅ Basic workflow automation |
| 电子邮件营销 | ✅ Native campaigns | ✅ Templates and scheduling |
| 落地页生成器 | ✅ | ❌ |
| 发票和付款 | ✅ 内置 | ❌ |
| 项目管理 | ❌ Pipelines only | ✅ Milestones and Gantt charts |
| 领先得分 | ✅ | ❌ Manual fields |
| 集成 | 2,500+ platforms | 通过 AppConnect 获得 2000 多个用户 |
| 遵守 | Standard SaaS security | SOC 2 II 型、GDPR、HIPAA |
| 最适合 | 小型企业 owners automating sales and marketing | Sales teams delivering client projects |
1. 联系人管理
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.
洞察： 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. 销售渠道管理
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.
洞察： 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.
洞察： 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.
💡 专业提示： 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.
洞察： 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. 电子邮件营销和活动
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.
洞察： 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.
洞察： 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.
洞察： 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.
⚠️ 警告： 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. 项目和任务管理
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.
洞察： 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.
洞察： 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. 定价与成本
Here are both price lists side by side, straight from our records.
| 层级 | 基普 | 洞察力 |
|---|---|---|
| 入口 | 每月 299 美元（按年计费） | 此外：每用户每月 29 美元 |
| 中 | Same single rate | 专业版：每用户每月 49 美元 |
| 顶部 | Same single rate | 企业版：99 美元/用户/月 |
| Extra users | 每用户每月 30 美元 | Included in per-user price |
| Onboarding | $499 one-time Expert Coaching | 未发布 |
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.
洞察： 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.
💡 专业提示： 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.
不同场景
| 如果您需要…… | 选择 | 为什么 |
|---|---|---|
| Lowest cost per seat | 洞察力 | Starts at $29 per user |
| 销售和营销自动化 | 基普 | Campaign Builder plus lead scoring |
| Project delivery after the sale | 洞察力 | 里程碑和甘特图 |
| 发票和付款处理 | 基普 | Checkout and invoices built in |
| HIPAA or SOC 2 requirements | 洞察力 | Certified compliance |
| One system, no add-ons | 基普 | Replaces several third party integrations |
💰 您的预算
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.
🔌 您的技术栈
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.
📈 您的销售流程
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.
🎓您的经验水平
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.
🆓 免费试用和演示
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.
🛟 支持选项
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.
切换指南
Already running one of them? Here is what changes if you move.
🔄 从 Keap 切换到 Insightly？
✅ 你将获得：
- Real project management with milestones and Gantt views
- A far lower bill for a small team
- SOC 2 Type II, GDPR, and HIPAA compliance
❌ 你会失去什么：
- Campaign Builder and its deeper automation
- Native invoicing, checkout forms, and payment processing
- Landing pages, lead scoring, and the business line
📋 如何切换：
- 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
🔄 从 Insightly 切换到 Keap？
✅ 你将获得：
- 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
❌ 你会失去什么：
- Milestone-based project management and Gantt charts
- Per-seat pricing that suits a small headcount
- HIPAA and SOC 2 Type II compliance documentation
📋 如何切换：
- 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
我们的评测没有涵盖的内容
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.
最终判决
| 类别 | 优胜者 |
|---|---|
| 💰 定价 | 洞察力 |
| 🚀 营销自动化 | 基普 |
| 📇 Contact and Lead Management | 基普 |
| 📊 项目管理 | 洞察力 |
| 💳 E-Commerce and Invoicing | 基普 |
| 👶 易用性 | 洞察力 |
| 🔌 集成 | 基普 |
| 🔐 Compliance | 洞察力 |
| 🏆 总冠军 | 基普 |
🏆 获胜者：KEAP
Keap wins 4 of 8 categories and holds the higher rating at 4.2 against 4.1.
最适合： Solopreneurs, e-commerce sellers, and small businesses automating follow-up, invoicing, and repeat business.
There is no single 最佳客户关系管理 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.
Keap 的比较
Here is how Keap lines up against the other CRM platforms buyers shortlist:
Keap 对阵 GoHighLevel
Keap 获胜理由： Cleaner CRM records for a single business, a dedicated success manager on every plan, and native invoicing with fewer setup steps.
GoHighLevel 获胜： Agency sub-accounts and white labelling, cheaper entry pricing, and a broader funnel and calendar toolkit for reselling.
Keap 获胜理由： Checkout and invoicing without a separate hub, a phone and 文本 line included, and automation depth at a predictable flat rate.
HubSpot 在以下方面胜出： A genuinely usable free tier, reporting that scales to large sales teams, and a deeper marketplace of apps and partners.
Keap 获胜理由： Quotes, invoices and payments inside the CRM, lead scoring tied to sales stages, and onboarding coaching that shortens setup.
ActiveCampaign 获胜方式： Email segmentation depth, lower monthly entry cost, and stronger split-testing for email marketing campaigns.
Insightly 的更多比较
And here is where Insightly sits against its closest CRM tools:
Insightly 与 Zoho 的比较 客户关系管理
Insightly 在以下方面胜出： An easier interface to pick up, project delivery linked to deals, and Plus and Professional tiers that price well.
Zoho CRM 的优势在于： Feature depth across modules, a cheaper top tier at roughly half Insightly’s Enterprise cost, and a wider suite of business apps.
Insightly 在以下方面胜出： Fast setup without a consultant, predictable per-user costs, and built-in projects rather than a paid add-on.
Salesforce 获胜方式： Customization ceiling, forecasting and territory tools, and an app exchange no mid-market rival matches.
Insightly 在以下方面胜出： Cheaper paid entry, HIPAA-ready compliance, and project tracking HubSpot simply does not offer.
HubSpot 在以下方面胜出： Free contact management for unlimited users, richer marketing tooling, and better reporting for a marketing team.
常见问题解答
Keap是做什么用的？
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 的用途是什么？
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.
Keap容易使用吗？
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是基于云端的吗？
Yes. It runs in any browser and on mobile apps for iOS and 安卓, so records stay reachable from a laptop or phone.
还有什么比Keap更好？
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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