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Insightly vs Keap CRM

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Pros
  • 14-day free trial
  • All-in-one solution available
  • Mobile app availability
  • Extensive integration capabilities
  • Customizable reports
Pros
  • User-friendly interface
  • Extensive automation features
  • Wide range of third-party integrations
  • A+ BBB rating
Cons
  • Marketing and customer service as separate tools
  • Complete workflow automation unavailable in basic plan
Cons
  • Costly compared to competitors
  • Integrations require additional fees
  • No free-for-life plan
Summary

Founded in 2009 and based in San Francisco, Insightly is a trusted CRM provider for small to midsize businesses, offering a unique blend of features that make managing customer relationships effortless. With their intuitive design and customizable workflows, Insightly empowers businesses to streamline sales processes, nurture leads, and keep projects on track—all from one user-friendly platform. Insightly’s standout integrations with tools like Google Workspace mean your team stays connected and efficient without missing a beat. They focus on flexibility, allowing businesses to tailor the platform to their needs, unlike more rigid competitors. Additionally, with industry credentials like SOC 2, Type II, and HIPAA compliance, Insightly ensures your data stays secure and protected. Customer feedback often praises Insightly’s ease of use, sleek interface, and ability to bring order to the chaos of sales and customer management. However, some find the advanced features take a bit of getting used to, which could be worth it for the tools they deliver. Curious if Insightly could be the game-changer your business needs? Dive into our review and explore how this dynamic CRM could elevate sales, strengthen customer connections, and drive your business forward!

Summary

Founded in 2001 and headquartered in Chandler, Arizona, Keap CRM has become a leading name in the customer relationship management (CRM) landscape, particularly for small businesses. With over 200,000 users relying on their innovative solutions, they offer a suite of services tailored to enhance sales and marketing efficiency. Notable features include intuitive lead management, customizable sales pipelines, integrated payment processing, and robust email and text marketing capabilities, all designed to simplify the customer journey. The platform's automation tools are particularly acclaimed, enabling users to save up to 10 hours a week, thereby allowing them to focus on growing their businesses. They are also compliant with critical privacy regulations such as GDPR and CCPA, reinforcing their commitment to data security and user trust. Customer feedback highlights the platform's ease of use and effectiveness, making it a favorite among small business owners looking for a comprehensive CRM solution. For more detailed information on the CRM solution, read our full review!

Quick Stats
  • Cloud-Based Software : True
  • Cost : $29 per user per month, billed annually, for their Plus plan
  • Free Trial : Available
  • Mobile App : True
  • Business Size Supported : Small to midsize businesses
Quick Stats
  • Cloud-Based Software : True
  • Cost : Starting at $249 per month
  • Free Trial : 14 days
  • Mobile App : True
  • Business Size Supported : Small businesses
Selling Points
  • Price quote generation
  • Business card scanning
  • Real-time data synchronization
Selling Points
  • Text marketing and business lines available
  • Integrated payment processing
  • Unique CRM for franchises
Pricing Options
  • Annual Subscription
  • Free Trial
  • Freemium
  • Monthly Subscription
Pricing Options
  • Annual Subscription
  • Free Trial
  • Freemium
  • Monthly Subscription
Features & Services
  • Activity Logging
  • Undisclosed
    AI-Powered Tools
  • API & Developer Tools
  • Automated Workflow Builder
  • Contact Management
  • Deal Tracking
  • Email Campaigns
  • Email Syncing & Templates
  • Field Customization
  • Lead Management
  • Performance Reports
  • Pipeline Management
  • Reporting & Insights
  • Workflows
Features & Services
  • Activity Logging
  • Undisclosed
    AI-Powered Tools
  • API & Developer Tools
  • Automated Workflow Builder
  • Contact Management
  • Deal Tracking
  • Email Campaigns
  • Email Syncing & Templates
  • Field Customization
  • Lead Management
  • Performance Reports
  • Pipeline Management
  • Reporting & Insights
  • Workflows
Integrations
  • Accounting Software
  • Lead Generation
  • Marketing Automation
  • Productivity Tools
  • Project Management
Integrations
  • Undisclosed
    Accounting Software
  • Lead Generation
  • Marketing Automation
  • Productivity Tools
  • Project Management
Security Features
  • Compliance Certifications
  • Data Encryption
  • Role-Based Permissions
  • Single Sign-On (SSO)
  • Two-Factor Authentication (2FA)
Security Features
  • Compliance Certifications
  • Data Encryption
  • Role-Based Permissions
  • Single Sign-On (SSO)
  • Two-Factor Authentication (2FA)
Customer Support
  • Email
  • FAQs
  • Help Guides
  • Live Chat
  • Mobile Application
  • Phone
Customer Support
  • Email
  • FAQs
  • Help Guides
  • Live Chat
  • Mobile Application
  • Phone

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