Insightly vs Keap vs Nutshell

Insightly

Subscription · From $29/user/month (billed annually)

Best for: Teams that need to hand closed deals directly into tracked delivery projects without switching to a separate project-management tool

Keap

Subscription · From Approximately $249/month (Pro plan, billed annually)

Best for: Solo entrepreneurs and small service businesses that want CRM, marketing automation, and invoicing and payment collection bundled into one platform

Nutshell

Subscription · From $13/user/month (billed annually)

Best for: Small and midsize B2B sales teams that want CRM with flexible pipeline visualizations and optional email marketing or AI add-ons

Insightly

Keap

Nutshell

Insightly

Pros

• Combines CRM and project management natively in one platform
• Three clear pricing tiers with a free 14-day trial
• Native iOS and Android mobile apps
• AI Copilot and workflow automation available on mid-tier plans
• Strong reporting with pre-built business intelligence dashboards

Cons

• REST API and webhooks require the Professional tier or above
• Some reviews note additional onboarding and premium support fees beyond listed pricing
• Recent private-equity acquisition and Unbounce merger create some brand and roadmap uncertainty
• AI Copilot query limits on lower tiers may be restrictive for heavy users
• Entry-level Plus plan lacks workflow automation and API access

Keap

Pros

• Deep, purpose-built automation engine for small business workflows
• Combines CRM, marketing and invoicing and payments in one platform
• Long track record of over twenty years refined specifically for small business needs
• Mobile app supports on-the-go contact and communication management
• Backed by Thryv's resources following the 2024 acquisition

Cons

• Relatively high starting price for a small-business tool
• Mandatory one-time Kickstart onboarding fee for new Pro and Max customers
• Additional user seats and contact-tier upgrades add up quickly
• Steeper learning curve than lighter competitors like ActiveCampaign
• Text and voice marketing capacity is metered with overage charges

Nutshell

Pros

• Fast to set up and easy for non-technical sales reps to learn compared with enterprise CRMs.
• Combines CRM, email marketing, and sales engagement in one subscription rather than requiring separate tools.
• Multiple pipeline visualizations, including a map view, help territory-based sales teams.
• Responsive customer support with free data migration and guided onboarding on most plans.
• Transparent, predictable per-user pricing with five tiers to grow into.

Cons

• Advanced marketing automation and AI insights are sold as paid add-ons rather than included at every tier.
• Reporting and customization are less deep than enterprise-grade CRMs such as Salesforce.
• Higher-tier plans (Business and Enterprise) can get expensive for very small teams.
• Some users report a learning curve when configuring multi-step sales automation.
• Third-party integration marketplace is smaller than larger CRM competitors.

Insightly

• Sales pipeline management — Sales teams track leads and opportunities through a Kanban-style pipeline from first contact to close.
• Post-sale project delivery — Teams convert closed deals directly into tracked delivery projects without switching to a separate project management tool.
• Marketing and CRM integration — Businesses combine Insightly's CRM with Unbounce's landing-page tools for connected lead capture and pipeline management.

Keap

• Solo entrepreneur automation — Coaches and consultants automate follow-up and nurture sequences without needing a marketing team.
• Service business lead-to-invoice workflow — Contractors and agencies manage leads through to invoicing and payment in one connected system.
• Small business marketing automation — Non-technical small business owners run sophisticated automated campaigns without hiring developers.

Nutshell

• Small business sales pipeline management — Sales teams of 2-50 reps use Nutshell to track leads through a visual pipeline, automate follow-up tasks, and forecast revenue without a dedicated CRM administrator.
• Combined CRM and email marketing — Marketing and sales teams that want to manage contacts, deals, and email campaigns in one system add Marketing Pro to run newsletters and drip sequences directly from CRM contact data.
• Territory-based field sales — Field sales organizations use Nutshell's map view to plot prospects and customers geographically and plan efficient in-person visit routes.