Keap vs Insightly: Ultimate CRM Showdown in 2025

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, right?

But then you’re stuck: Keap 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.

什么是 Keap？

有没有觉得自己同时要处理的事情太多了？Keap 明白这一点。

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

Keap 可帮助您组织联系人、自动执行任务并达成更多交易。

对于希望节省时间、加快发展的小企业和创业者来说，它尤其适用。

此外，请浏览我们最喜欢的 Keap 替代品...

What is 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，请浏览我们最喜欢的 Insightly alternatives...

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

• Keap: Built with small businesses in mind, Keap (formerly Infusionsoft) offers robust marketing automation. 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.

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 reporting. 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.

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 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 建筑工人, email templates, and the ability to connect multiple landing pages to track your sales campaigns.
• Think about your sales team and marketing teams. The best 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 data entry.
• Ultimately, the best crm platform for your organization’s needs is the one that fits your workflow. If you’re a small business owner, it’s advisable to compare the two solutions side-by-side to see which one is right for you.

最终结论

So, Keap vs Insightly, which one wins?

If you need strong marketing automation 和 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.

常见问题