Insightly vs Keap: Side-by-Side Feature & Pricing Comparison

Yes. Both platforms share 3 common data object types (including contacts, tasks, emails), which simplifies field mapping. Clever Ops runs a structured migration process: discovery, data mapping, test migration, verification, and cutover. Most migrations complete within 4-8 weeks, with 3 months of post-migration support included.

Both Insightly and Keap serve Education businesses. Insightly is also popular with Professional Services organisations, while Keap is widely used in Professional Services. Clever Ops can advise based on what we have seen work for businesses like yours.

Yes. Insightly provides a REST API and Keap provides a REST API, so we can build reliable integrations between them. Common sync patterns include contacts, tasks, emails. Our integrations include error handling, retry logic, and monitoring. Clients typically save 8+ hours/week once the integration is live.

Insightly strengths: Built-in project management converts won opportunities into active projects with tasks and milestones, bridging the gap between sales and delivery. Relationship linking maps connections between contacts, organisations, and opportunities, showing how deals relate to each other. Keap strengths: Built-in e-commerce features including checkout pages, order forms, and subscription management let small businesses sell directly from the CRM. Campaign Builder (formerly Infusionsoft) provides sophisticated marketing automation with visual workflow design, conditional branching, and lead scoring. The features that matter most depend on your team's daily workflows and growth plans. Clever Ops can help you map your requirements to the right platform.

ROI depends on three factors: how well the platform is configured, how thoroughly your team adopts it, and how tightly it integrates with your other tools. Insightly delivers value through Built-in project management converts won opportunities into active projects with tasks and milestones, bridging the gap between sales and delivery. Keap delivers value through Built-in e-commerce features including checkout pages, order forms, and subscription management let small businesses sell directly from the CRM. A poorly set-up tool delivers less value than a well-implemented one, regardless of platform. Clever Ops focuses on maximising your return through proper implementation and ongoing optimisation.

We audit your current workflows, team size, budget, and growth plans, then recommend the platform that fits. Our advice is vendor-neutral: we do not earn commissions from Insightly, Keap, or any vendor. Our Harvard-educated consultants have helped 50+ businesses make informed technology decisions over 12+. Book a free assessment to get started.

Insightly: Plus from approximately $44/user/month, Professional from approximately $69/user/month, Enterprise from approximately $139/user/month (AUD). All plans billed annually. Free plan discontinued.. Keap: Keap Pro from approximately $299/month (1,500 contacts, 2 users), Keap Max from approximately $399/month (2,500 contacts, 3 users) (AUD). Additional users and contacts incur extra fees. Annual billing discounts available.. When comparing costs, factor in per-user charges, add-on modules, and implementation costs, not just the headline price. Clever Ops can model the total cost of ownership for your team size during a free assessment.

Full onboarding for either Insightly or Keap, including configuration, data import, and team training, typically takes 4-8 weeks with Clever Ops support. Self-service onboarding can take longer and often results in suboptimal configurations that limit the platform's value.