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Insightly vs Keap CRM
June 08, 2023 | Author: Sandeep Sharma
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Insightly is a great tool to help small businesses deal with the vital task of managing your contacts, organizations, partners, vendors and suppliers. Using CRM best practices, you can see everything about a contact - from background, email history and important dates, to any projects or opportunities in which they have participated
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Keap CRM sales and marketing tools help you get more done with less work so you can grow your business.
Insightly and Keap CRM are both popular customer relationship management (CRM) platforms, but they differ in terms of their target audience and features. Insightly is known for its robust features designed for small and mid-sized businesses. It offers a wide range of CRM capabilities, including contact and lead management, sales pipeline tracking, project management, and email integration. It also provides customization options and advanced reporting features. On the other hand, Keap CRM (formerly Infusionsoft) is tailored more towards small businesses and entrepreneurs. It focuses on marketing automation, allowing users to create and manage email campaigns, track leads, and automate follow-ups. Keap CRM also offers features like appointment scheduling, invoicing, and e-commerce integration.
See also: Top 10 Online CRM software
See also: Top 10 Online CRM software
Insightly vs Keap CRM in our news:
2019. Infusionsoft rebrands as Keap
Infusionsoft has undergone a rebranding process and is now known as Keap, a name that embodies the determination and dedication small businesses exhibit every day to persevere, serve their customers, and achieve growth. Alongside the rebranding, Keap has introduced a new CRM product, also named Keap. This CRM solution specifically caters to small service providers in fields such as interior design, home repair, fitness, and business consulting. Keap serves as intelligent client management software that automates repetitive tasks related to sales and client interactions. These tasks include appointment scheduling, lead and quote follow-ups, and payment collection. By providing intelligent prompts, Keap assists users in effectively communicating with clients, progressing leads, and ultimately cultivating a higher number of satisfied clients who are likely to refer the business.
