Keap vs Insightly
A head-to-head comparison to help you pick the right tool
Last updated: September 14, 2026
Keap is our recommended pick for most teams — service-based small businesses wanting crm and marketing automation in one.
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Keap is a CRM and marketing automation platform designed specifically for small businesses and solopreneurs. It combines contact management, email marketing, invoicing, and appointment scheduling in one platform. Keap is ideal for service-based small businesses that want to automate their client follow-up and lead nurturing.
Insightly
Insightly is a CRM and project management platform designed for growing businesses. It uniquely combines sales pipeline management with post-sale project delivery so teams can manage the full customer lifecycle in one place. Insightly is popular with professional services firms and companies that need to track complex projects alongside their sales pipeline.
Pros
- ✓All-in-one platform covering CRM, marketing, and payments
- ✓Strong automation for small service businesses
- ✓Good for automating client follow-up and lead nurturing
- ✓Dedicated small business focus
Cons
- ✗Expensive for what you get compared to alternatives
- ✗Steep learning curve for the automation builder
- ✗Interface feels dated compared to modern CRM tools
Pros
- ✓Unique combination of CRM and project management in one tool
- ✓Good free plan for up to 2 users
- ✓Strong workflow automation on paid plans
- ✓Good fit for professional services businesses
Cons
- ✗Interface feels dated compared to modern CRM tools
- ✗Customer support can be slow on lower tiers
- ✗Mobile app is less polished than competitors
Keap vs Insightly: Side by Side
| Factor | Keap | Insightly |
|---|---|---|
| User Rating | 4.3/5 ★ | N/A |
| Category | CRM Software | CRM Software |
| Pricing Model | Paid | Freemium |
| Starting Price | $249/mo | Free |
| Best For | Service-based small businesses wanting CRM and marketing automation in one | Growing businesses that need CRM and project management in one platform |
| Our Pick | 🏆 Recommended | — |
Keap Features
- ✓CRM
- ✓email marketing automation
- ✓invoicing and payments
- ✓appointment scheduling
- ✓landing pages
- ✓text marketing
- ✓reporting
Insightly Features
- ✓Contact and lead management
- ✓pipeline management
- ✓project management
- ✓workflow automation
- ✓email marketing
- ✓reporting
- ✓integrations
Pricing Comparison
Best Use Cases
Keap
- →Small service businesses automating follow-up with leads
- →Coaches and consultants managing client pipelines
- →Businesses wanting CRM with built-in email marketing
Who Should NOT Use These Tools
Keap is NOT ideal for:
- ✗Large enterprises needing complex sales workflows
- ✗B2B SaaS companies with long sales cycles
- ✗Teams needing advanced reporting and analytics
Integrations
Keap
Gmail, Outlook, QuickBooks, Zapier, PayPal, Stripe, WooCommerce, Shopify
Our Take
Choose Keap if service-based small businesses wanting crm and marketing automation in one. Choose Insightly if growing businesses that need crm and project management in one platform.
Best For
Service-based small businesses wanting CRM and marketing automation in one
Best For
Growing businesses that need CRM and project management in one platform
How Keap and Insightly Are Similar
- •Both are CRM Software platforms designed for business teams
- •Both offer web-based access with no software installation required
- •Both provide customer support and onboarding resources
- •Both integrate with popular third-party business tools
- •Both offer a trial or demo to evaluate before purchasing
Also Consider
If neither Keap nor Insightly is the right fit, Monday.com CRM is worth evaluating.
Monday.com CRM
Teams that want CRM and project management combined in one visual platform
From $12/user/mo
Frequently Asked Questions
What is the difference between Keap and Insightly?
Keap is best for service-based small businesses wanting crm and marketing automation in one. Insightly is best for growing businesses that need crm and project management in one platform.
Which is better, Keap or Insightly?
Choose Keap if service-based small businesses wanting crm and marketing automation in one. Choose Insightly if growing businesses that need crm and project management in one platform.
How much does Keap cost?
Keap starts at $249/mo. Pricing model: Paid.
How much does Insightly cost?
Insightly starts at Free. Pricing model: Freemium.
Who should use Keap?
Service-based small businesses wanting CRM and marketing automation in one
Who should use Insightly?
Growing businesses that need CRM and project management in one platform