SoftwareGlimpse

Insightly vs Keap

Insightly fits insightly fits many small-business crm evaluations; Keap fits core packaging and automation library target smb operators.

Independently recommendedLast updated Sep 24, 20265 evidence sources21 screenshotsHow we compare
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Insightly logo

Insightly

6.9/10

CRM plus project management for service-oriented SMBs, with automation and AI on higher plans.

Best for

  • • Insightly fits many small-business CRM evaluations
  • • Insightly is evaluated here as a CRM/sales tool
  • • Insightly combines CRM and project management for service-oriented SMB teams

Starting from $29.00/user/mo

No free plan

VS

Our verdict

Our verdict

No universal winner

There is no universal winner between Insightly and Keap. Choose based on pipeline depth, automation, email and calling, reporting, and pricing trade-offs.

Insightly is better for

  • ✓ Pipeline management
  • ✓ Customization
  • ✓ Administration
  • ✓ Scalability

Keap is better for

  • ✓ Sales automation
  • ✓ Email capabilities
  • ✓ Reporting

Tie

  • • Ease of use
  • • Integrations

Choose Insightly if: Insightly fits many small-business CRM evaluations

Choose Keap if: Core packaging and automation library target SMB operators

See detailed comparison ↓
Keap logo

Keap

7/10

Best for

  • • Core packaging and automation library target SMB operators
  • • Email/SMS campaigns and automations are first-class
  • • Built for small businesses that want CRM plus marketing automation, payments, and proven campaign automations in one platform

Starting from $249.00/user/mo

No free plan

Quick verdict

Start here — then dig into the evidence below.

Choose Insightly if…

  • Insightly fits many small-business CRM evaluations
  • Insightly is evaluated here as a CRM/sales tool
  • Insightly combines CRM and project management for service-oriented SMB teams
  • You prioritize pipeline management

Choose Keap if…

  • Core packaging and automation library target SMB operators
  • Email/SMS campaigns and automations are first-class
  • Built for small businesses that want CRM plus marketing automation, payments, and proven campaign automations in one platform
  • You prioritize sales automation

Overall recommendation

There is no universal winner between Insightly and Keap. Choose based on pipeline depth, automation, email and calling, reporting, and pricing trade-offs.

Key trade-off

Insightly trades toward pipeline management; Keap trades toward sales automation.

Winner by category

Only dimensions with researched evidence for this pair.

DimensionWinnerWhy
Ease of useTieInsightly and Keap are close on ease of use (7/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
SalesInsightly winsStronger coverage across pipeline management, deal management, custom pipelines. editorial scores are close (7/10 vs 7/10).
AutomationKeap winsKeap leads on sales automation (7/10 vs 9/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Email capabilitiesKeap winsKeap leads on email capabilities (6/10 vs 8/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
ReportingKeap winsKeap leads on reporting (6/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
CustomizationInsightly winsStronger coverage across custom fields, custom pipelines. editorial scores are close (7/10 vs 7/10).
IntegrationsTieInsightly and Keap are close on integrations (7/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
AdministrationInsightly winsInsightly leads on administration (7/10 vs 6/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Enterprise suitabilityInsightly winsInsightly leads on scalability (7/10 vs 6/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.

Side-by-side feature matrix

Normalized availability from product research — empty rows are not shown.

Core CRM

FeatureInsightlyKeap
Contact managementStrongStrong
Lead managementStrongStrong
Pipeline managementStrongStrong
Deal managementStrongStrong

Sales engagement

FeatureInsightlyKeap
Email syncStrongStrong
Email sequencesNot evidencedStrong
Call functionalityNot evidencedModerate
Workflow automationStrongStrong
Sales automationStrongStrong

Reporting

FeatureInsightlyKeap
ReportingStrongStrong
ForecastingModerateNot evidenced

Platform

FeatureInsightlyKeap
IntegrationsStrongStrong
Custom fieldsStrongStrong
Custom pipelinesStrongNot evidenced
Mobile appStrongStrong
AI assistanceModerateStrong

Additional capabilities

FeatureInsightlyKeap
Email campaignsNot evidencedStrong
Meeting schedulingNot evidencedStrong

Pricing comparison

Pricing evidence last checked Aug 14, 2026.

Insightly logo

Insightly

From $29.00/user/mo

No free planFree trial available
  • Plus$29.00/user/mo
  • Professional$49.00/user/mo
  • Enterprise$99.00/user/mo
Keap logo

Keap

From $249.00/user/mo

No free planFree trial available
  • Max Ignite$249.00/mo
  • Max Grow$329.00/mo
  • Max Scale$499.00/mo

Seat-count estimates

Labeled estimates from verified starting per-seat pricing — not invoices.

SeatsInsightlyKeap
5~$145.00/mo (Plus × 5)~$1,245.00/mo (Max Ignite × 5)
10~$290.00/mo (Plus × 10)~$2,490.00/mo (Max Ignite × 10)
25~$725.00/mo (Plus × 25)~$6,225.00/mo (Max Ignite × 25)
50~$1,450.00/mo (Plus × 50)~$12,450.00/mo (Max Ignite × 50)

Estimate from verified starting per-seat pricing — actual total depends on plan, annual discounts, and add-ons.

Researched list starting prices: Insightly from $29/user/mo; Keap from $249/user/mo. Confirm live vendor pricing before buying.

Open cost calculator →

Best for

Scenario picks from researched strengths — not a universal ranking.

  • → Insightly

    Best for pipeline management

    Stronger coverage across pipeline management, deal management, custom pipelines. editorial scores are close (7/10 vs 7/10).

  • → Insightly

    Best for customization

    Stronger coverage across custom fields, custom pipelines. editorial scores are close (7/10 vs 7/10).

  • → Insightly

    Best for administration

    Insightly leads on administration (7/10 vs 6/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.

  • → Keap

    Best for sales automation

    Keap leads on sales automation (7/10 vs 9/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.

  • → Keap

    Best for email capabilities

    Keap leads on email capabilities (6/10 vs 8/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.

  • → Keap

    Best for reporting

    Keap leads on reporting (6/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.

The differences that actually matter

Pair-specific analysis for Insightly vs Keap — not generic category copy.

  • Pipeline management

    Insightly ahead

    On pipeline management, Insightly is ahead. Insightly: Stronger coverage across pipeline management, deal management, custom pipelines. editorial scores are close (7/10 vs 7/10).. Keap: Trails Insightly on this criterion. Feature evidence also diverges on AI assistance (Insightly: Moderate; Keap: Strong).

  • Email capabilities

    Keap ahead

    On email capabilities, Keap is ahead. Insightly: Trails Keap on this criterion. Keap: Keap leads on email capabilities (6/10 vs 8/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing..

  • Sales automation

    Keap ahead

    On sales automation, Keap is ahead. Insightly: Trails Keap on this criterion. Keap: Keap leads on sales automation (7/10 vs 9/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing..

  • Reporting

    Keap ahead

    On reporting, Keap is ahead. Insightly: Trails Keap on this criterion. Keap: Keap leads on reporting (6/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing..

  • Value for money

    Depends

    Value for money: Insightly — Insightly researched starting price $29/user/mo vs Keap $249/user/mo. Better value depends on which features you need on that plan.. Keap — Insightly researched starting price $29/user/mo vs Keap $249/user/mo. Better value depends on which features you need on that plan..

Pros and cons

Product-specific for this pair — derived from researched outcomes and editorial notes.

Insightly logo

Insightly

Pros

  • Stronger on pipeline management
  • Stronger on customization
  • Stronger on administration
  • Stronger on scalability

Cons

  • Trails on sales automation
  • Trails on email capabilities
  • Trails on reporting
Keap logo

Keap

Pros

  • Stronger on sales automation
  • Stronger on email capabilities
  • Stronger on reporting

Cons

  • Trails on pipeline management
  • Trails on customization
  • Trails on administration

Implementation & learning curve

Based on researched setup / ease criteria for this pair.

Insightly

  • Comparable ease of use to Keap
  • Stronger on administration: Insightly leads on administration (7/10 vs 6/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.

Keap

  • Comparable ease of use to Insightly
  • Trails on administration relative to Insightly

Integrations

Overlaps and exclusives from product integration data when available.

Insightly: Strong. Keap: Strong.

Who should not choose each product

Decision quality improves when we say who should walk away.

Don't choose Insightly if…

  • You need Keap's stronger sales automation more than Insightly's strengths
  • You need Keap's stronger email capabilities more than Insightly's strengths
  • You need Keap's stronger reporting more than Insightly's strengths
  • Your primary fit looks closer to: Core packaging and automation library target SMB operators

Don't choose Keap if…

  • You need Insightly's stronger pipeline management more than Keap's strengths
  • You need Insightly's stronger customization more than Keap's strengths
  • You need Insightly's stronger administration more than Keap's strengths
  • Your primary fit looks closer to: Insightly fits many small-business CRM evaluations

Alternatives worth considering

When neither product is the right fit.

  • AI-powered customer platform with free forever CRM, plus paid Smart CRM seats and Sales/Marketing/Service hubs for growing teams.

  • Pipeline-first sales CRM for visual deal management, activity-based selling, and growing sales teams.

  • Small-business CRM with pipelines, marketing add-ons, and AI assistance on a clear per-user ladder.

  • Freshworks sales CRM for lead management and pipeline workflows.

Final verdict

Scenario-level close — not a repeat of the intro.

Insightly wins when…

Insightly fits many small-business CRM evaluations

Keap wins when…

Core packaging and automation library target SMB operators

  • Best for pipeline managementInsightly
  • Best for customizationInsightly
  • Best for administrationInsightly
  • Best for sales automationKeap

Which one should you choose?

Choose Insightly if:

  • Insightly fits many small-business CRM evaluations
  • Insightly is evaluated here as a CRM/sales tool
  • Insightly combines CRM and project management for service-oriented SMB teams

Choose Keap if:

  • Core packaging and automation library target SMB operators
  • Email/SMS campaigns and automations are first-class
  • Built for small businesses that want CRM plus marketing automation, payments, and proven campaign automations in one platform

Product screenshots

Real product UI from our media library — no placeholders.

Insightly

  • Insightly CRM product banner from official Insightly homepage.
  • Insightly CRM software UI from official Insightly homepage.
  • Insightly marketing automation UI from official Insightly homepage.
  • Insightly customer service UI from official Insightly homepage.

Keap

  • Keap product experience as shown on the official homepage.
  • Client dashboard view from Keap’s CRM software page.
  • Follow-up automation example from official CRM marketing pages.
  • Growth/management UI example from Keap CRM software page.

FAQ

Is Insightly better than Keap?
There is no universal winner between Insightly and Keap. Choose based on pipeline depth, automation, email and calling, reporting, and pricing trade-offs.
Which CRM fits which team?
Insightly: Insightly fits many small-business CRM evaluations Keap: Core packaging and automation library target SMB operators
Which is stronger for sales automation?
Keap leads on sales automation (7/10 vs 9/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Does Insightly or Keap have a free plan?
Insightly: No free plan. Keap: No free plan.
How does Insightly vs Keap pricing compare?
Insightly starts from $29.00/user/mo. Keap starts from $249.00/user/mo. Confirm live vendor pricing before purchasing.
How did SoftwareGlimpse compare these products?
We map both products to the same category criteria, then evaluate trade-offs using verified product, pricing and feature evidence. Affiliate relationships never change outcomes.

Still deciding between Insightly and Keap?

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  • No invented scores or prices
  • Affiliate links never change winners

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Affiliate disclosure: some links may be affiliate links. We may earn a commission at no extra cost to you. Rankings and scores are never based on commission. Full disclosure

Methodology disclosure: scores and recommendations follow SoftwareGlimpse evaluation criteria (version 1.0.0). Affiliate relationships do not determine rankings.

How we recommend: product claims are tied to recorded research where available.

AI-assisted disclosure: drafts may be AI-assisted from approved facts and assessments. Humans approve publishable editorial judgments. AI does not invent live prices or claim hands-on testing.

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