Keap vs Insightly：2025 年客户关系管理终极对决

亚军

4.5

• 自动化构建器
• 强大的 客户关系管理
• 电子邮件和短信营销
• 酷炫的登陆页面
• 销售渠道
• 提供免费计划
• 付费计划起价 249 美元

立即试用

亚军

3.5

• 管道管理
• 线索追踪
• 工作流程自动化
• 项目管理
• 洞察力营销
• 提供免费计划
• 付费计划，每月 29 美元起

立即尝试

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 客户关系管理对吗？

But then you’re stuck: 买 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 客户关系管理 is top in 2025. 

概述

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.

4.5满分 5 分

准备好井井有条，每周节省 15 个小时了吗？Keap 强大的自动化功能助您一臂之力。立即行动！

定价： 您可以免费试用。付费套餐起价为每月 249 美元

主要特点：

• 电子邮件营销
• 客户关系管理
• 销售和营销自动化

免费试用 Keap 阅读完整评论

3.5满分 5 分

需要 客户关系管理 that goes beyond sales with robust project management tools? Insightly’s got you covered.

定价： 它有一个免费计划。高级计划起价为 $29/月。

主要特点：

• 项目管理
• 工作流程自动化
• Relationship Linking

免费试用 Insightly 阅读完整评论

什么是 Keap？

有没有感觉自己同时处理太多事情？Keap 深谙此道。

这是一个 客户关系管理 旨在简化您的业务。您可以将其视为您的一体化销售和营销工具。

Keap 可帮助您组织联系人、自动执行任务并完成更多交易。

对于想要节省时间并更快发展的小型企业和企业家来说，它尤其有用。

此外，探索我们最喜欢的 购买替代品…

我们的看法

买 对于小型企业来说，这是一个简化销售和营销工作的绝佳选择。它界面友好，功能丰富。然而，对于需求更复杂的大型公司来说，它可能并非最佳选择。

免费试用 Keap 阅读完整评论 检查购买替代品

主要优点

• 内置电子邮件营销： 向您的受众发送有针对性的电子邮件。
• 易于使用的自动化： 自动执行发送后续消息和分配线索等任务。
• 销售渠道管理： 跟踪您的交易并发现机会。
• 电子商务集成： 将 Keap 与您的在线商店连接起来以管理订单和客户。

尝试 买 免费

定价

Keap 提供免费试用和简单的定价结构，帮助您入门。

• 简单计划：起价为每月 249 美元（按年计费），可供两名用户和 1500 名联系人使用。

优点

• 非常适合小型企业。
• 易于学习和使用。
• 强大的电子邮件营销工具。
• 出色的自动化功能。

缺点

• 随着你的成长，它会变得越来越昂贵。
• 有限的自定义选项。
• 对于大型企业来说并不理想。

尝试 买 免费

什么是 Insightly？

Insightly? Yeah, it’s a 客户关系管理.

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.

此外，探索我们最喜欢的 Insightly 替代品…

我们的看法

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

Try Insightly For free 阅读完整评论 查看 Insightly 替代品

主要优点

• 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.
• 与流行应用程序的集成： 与您最喜欢的商业工具连接。

尝试 Insightly 免费

定价

• 加: $29/user/month.
• 专业的：每位用户每月 49 美元。
• 企业: $99/user/month.

优点

• Scalable for businesses of all sizes.
• Includes project management features.
• Customizable dashboards and reports.
• 与流行应用程序集成。

缺点

• 学习和使用起来可能很复杂。
• 某些功能仅限于较低级别的计划。
• 对于大型团队来说，这可能会很昂贵。

尝试 Insightly 免费

功能比较

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.营销自动化

• 购买： Built with small businesses in mind, Keap (formerly Infusionsoft) offers robust 市场营销 自动化. You can create complex workflows to nurture leads, trigger email campaigns, and automate follow-ups. It’s strong for those needing detailed, automated sequences.
• 真知灼见： Provides solid automation but leans more towards sales-focused workflows. While it offers automation for tasks and processes, its 营销自动化 features are less in-depth than Keap.

2. CRM and Sales Features

• 购买： Focuses on sales and 营销自动化, with tools for lead scoring, pipeline management, and appointment scheduling.
• 真知灼见： 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

• 购买： Offers advanced email campaigns with customizable templates, segmentation, and detailed 报告. You can create targeted campaigns based on user behavior and preferences.
• 真知灼见： 提供基本的 email campaigns functionality, adequate for simple outreach. It integrates well with email clients but lacks the advanced features of Keap.

4.整合

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

5.分析和报告

• 购买： Delivers in-depth 分析 on marketing campaigns, sales performance, and customer behavior. Its reporting tools provide actionable insights.
• 真知灼见： 提供强大的 分析 for sales and project management. Its reporting focuses on tracking progress and performance across various business functions.

6. Dashboard and User Interface

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

7. E-commerce Functionality

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

What to Look for When Choosing CRM Software?

• Consider your entire business strategy. A good 客户关系管理 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 建造者, email templates, and the ability to connect multiple landing pages to track your sales campaigns.
• Think about your sales team and marketing teams. The 最佳 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 小型企业 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 数据 入口。
• Ultimately, the best crm platform for your organization’s needs is the one that fits your workflow. If you’re a 小型企业 owner, it’s advisable to compare the two solutions side-by-side to see which one is right for you.

最终裁决

那么 Keap vs Insightly, which one wins?

If you need strong 营销自动化 和 电子商务 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.

免费试用 Keap 阅读完整评论 购买替代品

免费试用 Insightly 阅读完整评论 Insightly 替代品

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