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Keap review

Sales and marketing automation for small service businesses

4.0Editor rating
Marketing automationSmall business

Reviewed by the CRM Shortlist editorial team · Last updated

Starting price$249 per month (2 users)
Free planNo
Key features11 of 12
Founded2001
See plans and pricing
OverviewWho it is forFeaturesPricingPros and consVerdictFAQAlternativesOfficial site

What is Keap?

Keap, formerly Infusionsoft, is an all-in-one CRM, marketing automation and payments platform for small businesses. Its core is a visual builder where you design what happens after someone fills in a form, books a call or buys: emails, texts, tasks and tags that run on their own.

The package includes a sales pipeline, quotes, invoices, recurring payments, appointment scheduling and a business phone line. Pricing is per account with a contact allowance rather than per seat, which makes it expensive for a team that only wants a CRM and reasonable for one replacing four separate tools.

Who Keap is for

A good fit for

Service businesses that depend on lead nurturing sequences, online booking and automatic invoicing.

Probably not for

Sales teams that mainly need pipeline management, and anyone with a large list and a small budget.

Keap key features

Keap covers 11 of the 12 key features we check on every CRM. Availability can depend on the plan or on an official add-on.

11/12
Visual sales pipelineDrag-and-drop deal stages so everyone can see what is open, stuck or about to close.
Two-way email syncEmails sent and received in Gmail or Outlook are logged on the contact automatically.
Workflow automationRules that assign leads, create tasks and update fields without anyone clicking.
Email sequencesScheduled follow-up emails that stop on their own when the contact replies.
Built-in callingPlace, record and log calls from inside the CRM without a separate phone tool.
Lead scoringRanks leads by fit and engagement so reps start with the ones most likely to buy.
Sales forecastingNot included, or only through a third-party integration.
Custom reportsBuild your own reports and dashboards beyond the canned ones.
Marketing campaignsBulk email, forms or campaign automation available inside the same product.
Quotes and invoicesCreate a quote or invoice from a deal and send it for approval or signature.
AI assistantDrafts emails, summarizes records or predicts outcomes with built-in AI.
Mobile appsNative iOS and Android apps with offline access to contacts and deals.

Standout capabilities

Visual campaign builderInvoices and payment collectionAppointment bookingText marketing and business line

Keap pricing

Keap starts at $249 per month (2 users), with no permanent free plan. Prices below are per month on annual billing; paying monthly usually costs more.

Annual
$249 / month

2 users, 1,500 contacts, full automation builder

Monthly
$299 / month

Same features without the annual commitment

Extra users
From $29 / user

Additional seats and contact tiers priced separately

Vendors change prices and plan names often. Use the official link at the end of this page to confirm the current offer, and the cost calculator to estimate the yearly bill for your team.

Pros and cons

What we like

  • One of the most capable visual automation builders for small business
  • Invoices, payments and appointments built in
  • Coaching and onboarding help are part of the offer

What could be better

  • High entry price compared with per-seat CRMs
  • Cost rises with the size of the contact list

Our verdict

Keap makes sense when automated follow-up is the business model: coaches, clinics, agencies and local services that nurture leads over weeks. If you only need a pipeline and a contact list, it is far more than you should pay for.

Keap FAQ

How much does Keap cost?

Keap starts at $249 per month (2 users). The main options are: Annual ($249 / month), Monthly ($299 / month), Extra users (From $29 / user). Confirm current prices on the official website before buying.

Does Keap have a free plan?

No. Keap does not offer a permanent free plan, although a free trial is normally available.

What is Keap best for?

Solo entrepreneurs and small firms that sell through automated follow-up. Service businesses that depend on lead nurturing sequences, online booking and automatic invoicing.

What are the best alternatives to Keap?

The closest alternatives in our directory are HubSpot CRM, ActiveCampaign, Odoo CRM. Each has its own profile with pricing and a side-by-side comparison.

Does Keap have a mobile app?

Mobile: iOS and Android. Support: chat and phone, plus onboarding coaching.

Alternatives to Keap

Similar CRMs worth a look before you commit.

All CRMs
A

Marketing-led businesses that want automation and a light pipeline together.

$15 per month (1,000 contacts)View profile
O

Companies that want CRM, invoicing and inventory on one system.

Free / about $25 per userView profile

Guides for Keap buyers

All articles
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Ready to try Keap?

You have seen what it does, what it costs and who it suits. The next step is the official website, where you can check current pricing and start a trial.

Visit the official Keap website keap.com · opens in a new tab