Insightly vs Keap: Which Is Better in 2026?
A side-by-side comparison of Insightly and Keap, two sales & crm tools — what each does, who it's best for, and how to choose between them.
Quick verdict
Insightly and Keap are both sales & crm tools, so it comes down to fit. Pick Insightly if you want A CRM with built-in project management for small and mid-sized businesses. Pick Keap if you want A CRM and sales-and-marketing automation platform that puts small-business follow-up on autopilot.
Insightly
A CRM with built-in project management for small and mid-sized businesses.
- Category
- Sales & CRM
- Rating
- Not yet rated
- Best for
- crm, sales, project-management
Keap
A CRM and sales-and-marketing automation platform that puts small-business follow-up on autopilot.
- Category
- Sales & CRM
- Rating
- Not yet rated
- Best for
- crm, marketing automation, small business
| At a glance | Insightly | Keap |
|---|---|---|
| What it is | A CRM with built-in project management for small and mid-sized businesses. | A CRM and sales-and-marketing automation platform that puts small-business follow-up on autopilot. |
| Category | Sales & CRM | Sales & CRM |
| Type | Software | Software |
| Best for | crm, sales, project-management, pipeline | crm, marketing automation, small business, sales automation |
What is Insightly?
Insightly is a modern, cloud-based CRM that helps fast-growing companies centralize customer data, automate workflows and manage sales pipelines from lead to close. Designed to be quick to deploy and easy to use, it serves teams across agencies, consulting, finance, healthcare, manufacturing, professional services and more.
What is Insightly?
Insightly unifies the customer-facing side of a business — sales, marketing and support — on one platform. Sales teams manage deals across customizable pipeline stages, track leads with status and scoring, and log emails and calls automatically. Marketing and operations teams build campaigns and automate handoffs, so a lead captured today flows smoothly into the right follow-up tomorrow.
Who it's for
The platform is aimed at growing organizations that need more than a basic contact list but want a lower total cost of ownership and faster time-to-value than legacy enterprise CRMs. Sales, marketing, operations and product teams all work from the same records, which keeps everyone aligned as the company scales.
Key features
- Pipeline management with deal tracking across customizable stages
- Contact and lead management with status tracking and lead scoring
- Marketing automation and campaign creation
- Support ticketing with branded client portals
- Drag-and-drop workflow automation
- Email integration and call logging
- Custom field configuration and dashboards
AI capabilities
Insightly is adding AI throughout the product, including an AI Copilot (in beta), automated email summaries and suggested replies that cut down on manual work and help reps respond faster with better context. Lead scoring based on engagement also helps sales teams spend their time on the opportunities most likely to close, rather than treating every lead the same. As these features mature, more of the routine reading, writing and prioritizing that eats into a rep's day gets handled automatically.
Integrations
Through its AppConnect integration platform, Insightly connects to more than 2,000 applications, including Microsoft, Slack, Gmail, QuickBooks Online, Shopify, DocuSign, Xero, Gong, Asana, Calendly, Jira and Okta — enough to sit at the center of a modern go-to-market stack.
Pricing
Insightly offers tiered plans and a free trial that requires no credit card, letting teams evaluate the platform before committing. Because it emphasizes faster go-live and lower total cost of ownership, buyers often reach value sooner than they would with heavier enterprise suites.
Workflow automation and administration
Insightly's drag-and-drop workflow builder lets operations teams automate the repetitive steps between departments — assigning leads, creating tasks, sending notifications and moving records through stages without manual handoffs. Custom fields, page layouts and permissions let administrators shape the CRM around how the business actually works, and role-based access keeps sensitive data in the right hands as the team grows.
Reporting and dashboards
Configurable dashboards and reports give each team a live view of the metrics that matter, from pipeline and lead sources to campaign performance and support volume. Because sales, marketing and service all run on the same records, leaders get a genuine end-to-end picture of the customer rather than stitching together numbers from separate tools.
Why choose Insightly
Insightly's strength is unifying CRM, marketing and support in one intuitive, modern platform without the price tag or implementation drag of legacy systems. Independent studies have highlighted its faster time-to-value, and with more than 2,000 integrations it slots into almost any stack. For a company that wants a single source of truth for customer relationships — and a faster path to actually using it — Insightly is a compelling, scalable choice.
What is Keap?
Keap is a CRM and sales-and-marketing automation platform built for small businesses that want to grow without hiring a big team. Its promise is that "if you can drag and drop, you can automate your business" — turning the follow-up, nurturing and admin that overwhelm small teams into automated workflows. More than 200,000 businesses use it, and it positions itself as a leading, more approachable alternative to heavier tools like HubSpot.
What is Keap?
Keap combines a CRM with powerful automation. It organizes all your contacts and their history, then lets you build automated sequences that send emails and texts, move leads through a pipeline, book appointments, send invoices and collect payment — all triggered by what a customer does. Landing pages and forms capture leads at the top, and the automation carries them through to a sale without manual chasing.
Who it's for
Keap is aimed at small businesses and solopreneurs — coaches, consultants, agencies, service providers and product sellers — who are losing revenue to inconsistent follow-up. It suits owners who have outgrown a basic contact list and want serious automation, but without the complexity and cost of enterprise marketing suites.
Key features
- CRM with contact organization and full history
- Marketing automation across email and SMS
- Sales pipeline management and appointment scheduling
- Invoicing and payment processing
- Landing page and form builders for lead capture
- AI-powered content assistance and pre-built automation templates
- 5,000+ third-party integrations
Automation that acts like an employee
Keap's core value is automation that does the follow-up a busy owner cannot. When a lead fills in a form, Keap can tag them, send a welcome sequence, notify a salesperson, book a call and chase the invoice — each step firing automatically. Pre-built templates mean you do not start from scratch, and the drag-and-drop builder keeps it approachable. For a small business, that is like adding a tireless assistant who never forgets to follow up.
From lead to paid, in one place
Because Keap includes invoicing and payments alongside CRM and marketing, the whole journey from first touch to money in the bank lives in one system. A nurtured lead can be sent a quote, an invoice and a payment link without switching tools, and the CRM records it all against the contact — giving owners a clear, connected picture of every customer relationship.
Support that gets you live
Keap differentiates on onboarding and support, which matters because automation platforms can be daunting to set up. It includes dedicated implementation managers, customer-success support and data-migration services, drawing on 20+ years in the space (since 2001). Customer stories cite big outcomes — one business scaling to $17M in annual revenue, another reporting 200% revenue growth and 36 hours saved per month.
Connected to your stack
With more than 5,000 third-party integrations plus AI-powered content help, Keap fits into whatever tools a small business already runs — ecommerce platforms, schedulers, accounting, lead sources and more. That connectivity means data flows into the CRM automatically and automations can reach across the whole business, so Keap becomes the hub that ties a lean operation together rather than another disconnected app.
Why choose Keap
For a small business serious about growth that keeps losing deals to patchy follow-up, Keap is a strong, well-supported choice. Its blend of CRM, marketing automation, invoicing and payments — plus hands-on onboarding and thousands of integrations — lets a lean team run the kind of consistent, automated customer journey that usually requires far more people.
Key differences at a glance
- Purpose: Insightly is A CRM with built-in project management for small and mid-sized businesses. Keap, by contrast, is A CRM and sales-and-marketing automation platform that puts small-business follow-up on autopilot.
- Category & type: both sit in Sales & CRM, and both are offered as software.
- Best suited for: Insightly leans toward crm, sales, project-management, whereas Keap leans toward crm, marketing automation, small business.
- Community rating: Insightly is not yet rated vs Keap is not yet rated. Ratings are community-submitted and change over time.
Insightly vs Keap: which should you choose?
Insightly and Keap both serve the sales & crm space, so the best choice depends on your priorities. Choose Insightly if you want A CRM with built-in project management for small and mid-sized businesses. Choose Keap if you want A CRM and sales-and-marketing automation platform that puts small-business follow-up on autopilot.The smartest move is to try each one's free tier or trial on a real task — that's the fastest way to feel the difference and pick the tool you'll actually stick with.
Frequently asked questions
Is Insightly better than Keap?
It depends on what you need. Insightly is A CRM with built-in project management for small and mid-sized businesses. Keap is A CRM and sales-and-marketing automation platform that puts small-business follow-up on autopilot. Both are sales & crm tools, so the right pick comes down to your specific priorities, budget and workflow.
What's the main difference between Insightly and Keap?
Insightly focuses on A CRM with built-in project management for small and mid-sized businesses. while Keap focuses on A CRM and sales-and-marketing automation platform that puts small-business follow-up on autopilot. Read the full breakdown above and check each tool's site for current features and pricing.
Can I use both Insightly and Keap?
In many cases, yes — teams often use complementary tools together. Whether it makes sense depends on overlap in functionality and your budget. Try the free tier or trial of each to see how they fit your stack before committing.
Which is cheaper, Insightly or Keap?
Pricing changes often, so check each tool's pricing page for the latest. Many tools offer a free tier or trial, which is the best way to evaluate value for your specific usage before you pay.