Insightly vs Keap

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

Not sure which crm & sales platform suits your team? We compare Insightly and Keap across 50+ client engagements to give you an unbiased recommendation.

12
Features compared
50+
Clients advised
98%
Client retention
12+
Years experience

Feature Comparison

Side-by-side feature ratings for Insightly and Keap.

Contact management

Insightly

Keap

Insightly and Keap are evenly matched on contact management, so your choice here comes down to preference and workflow fit.

Pipeline management

Insightly

Keap

Insightly and Keap are evenly matched on pipeline management, so your choice here comes down to preference and workflow fit.

Email automation

Insightly

Keap

In terms of email automation, Insightly and Keap perform at a similar level, which is common for mature platforms in this space.

Reporting and analytics

Insightly

Keap

In terms of reporting and analytics, Insightly and Keap perform at a similar level, which is common for mature platforms in this space.

Integration ecosystem

Insightly

Keap

Both Insightly and Keap offer comparable integration ecosystem capabilities.

Mobile app

Insightly

Keap

Insightly and Keap are evenly matched on mobile app, so your choice here comes down to preference and workflow fit.

Custom fields and objects

Insightly

Keap

In terms of custom fields and objects, Insightly and Keap perform at a similar level, which is common for mature platforms in this space.

Workflow automation

Insightly

Keap

Keap has a notable advantage in workflow automation.

Team collaboration

Insightly

Keap

Insightly significantly outperforms Keap on team collaboration, making it the stronger choice for businesses that prioritise this area.

Customer support features

Insightly

Keap

Insightly has a notable advantage in customer support features.

Ease of setup

Insightly

Keap

Keap significantly outperforms Insightly on ease of setup, making it the stronger choice for businesses that prioritise this area.

Value for money

Insightly

Keap

Insightly significantly outperforms Keap on value for money, making it the stronger choice for businesses that prioritise this area.

Pricing Comparison

General pricing information for each platform.

Insightly

Free tier available; paid from ~$29/user/month

Pricing may vary based on team size, features, and region. Contact the vendor for the latest Australian pricing.

Keap

From ~$249/month

These figures are estimates based on publicly available pricing. Actual costs depend on your usage, team size, and any negotiated rates.

Pros & Cons

An honest look at the strengths and limitations of each platform.

Insightly

Pros

  • Cloud-based with reliable uptime
  • Well-documented REST API for custom integrations
  • Active user community and resources
  • Well-established platform with strong market presence
  • Centralised customer data for better sales outcomes

Cons

  • Complex data model may require expert configuration
  • Can require significant setup and customisation
  • May not suit every workflow without customisation
  • Data migration from other CRMs can be tricky

Keap

Pros

  • Well-documented REST API for custom integrations
  • Rich data model covering contacts, deals, tasks and more
  • Popular across Professional Services, Education, Retail & E-commerce
  • Regular platform updates and improvements
  • Centralised customer data for better sales outcomes

Cons

  • Support response times vary by plan tier
  • Can require significant setup and customisation
  • Data migration from other CRMs can be tricky
  • Learning curve for advanced features

Best For

Which tool suits which use case.

Choose Insightly if you need

  • Teams needing extensive third-party integrations
  • Professional Services businesses
  • Managing customer relationships
  • Complex data models (contacts, organisations, opportunities and more)
  • Manufacturing organisations

Choose Keap if you need

  • Professional Services businesses
  • Sales pipeline tracking
  • Teams needing extensive third-party integrations
  • Education organisations
  • Marketing automation

Expert Verdict

Our Harvard-educated consultants' take on this comparison.

Clever Ops Recommendation

Both Insightly and Keap are strong crm & sales platforms. The right choice depends on your team size, budget, and specific feature priorities. Rather than recommending one over the other, our approach at Clever Ops is to assess your actual workflows and match you to the platform that will deliver the best return. We have 12+ of experience implementing both tools and can help you configure whichever you choose — or integrate them if you decide to use both.

Migration Notes

What to know about switching between Insightly and Keap.

Migrating Between Insightly and Keap

A successful migration from Insightly to Keap (or vice versa) is not just about data — it is about your team. Clever Ops handles the technical migration of contacts, tasks, emails and custom fields, but we also provide hands-on training so your team is confident on the new platform from day one. The full process, including training, typically takes 4-8 weeks.

Insightly vs Keap FAQ

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