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Keap Review

Keap Overview

Keap (formerly Infusionsoft) is a small-business CRM and marketing-automation platform that combines contact management, lifecycle email campaigns, pipeline automation, e-commerce, invoicing, and appointments under one subscription. Designed for service-based small businesses, coaches, agencies, and online course sellers, Keap is one of the original all-in-one sales + marketing tools and still one of the few that lets a solopreneur replace five point tools with a single system. Founded in 2001 and based in Chandler Arizona, Keap now serves 125,000+ users globally.

To see how Keap stacks up against GoHighLevel, Pipedrive and Freshworks on price and fit, our sister site Best CRM Guide keeps a side-by-side CRM pricing comparison updated monthly.

Contact Management & Segmentation

Unlimited contacts, tagging, lifecycle staging, and custom fields form the foundation for personalized automation and sales follow-up.

Email Marketing & Campaign Builder

Drag-and-drop visual campaign builder with multi-step email sequences, if/then branching, delays, tags, and scoring — one of the deepest small-business automation engines.

Sales Pipeline & Deal Management

Kanban-style pipelines track deals, tasks, and next steps with reminders and pipeline velocity reporting.

E-commerce & Invoicing

Built-in checkout, order forms, subscriptions, invoices, and Stripe/PayPal processing for digital goods, services, and recurring billing.

Appointments & Scheduling

Native appointment booking with calendar sync, pre-appointment automations, and reminders keeps the customer journey in one system.

SMS + Email Automation

Business text messaging sits alongside email in the same automation canvas so sequences can blend email and SMS naturally.

Reporting & Dashboards

Revenue, conversion, pipeline, and campaign-performance dashboards let owners see ROI by automation, by source, and by segment.

Reporting & Sales Coaching Tools

Track activity, pipeline health, win rates, and rep performance. Call coaching features let managers listen, whisper, or barge on live calls.

Keap’s long-standing edge is the depth of its automation canvas combined with native payments, invoicing, and appointments. Service-based small businesses can run almost their entire operations from Keap — lead capture, nurture, sales, billing, and onboarding — without gluing together five SaaS tools.

  • CRM built for small businesses
  • Email & SMS marketing with automation
  • Visual campaign builder (Easy Automations + Advanced Automations)
  • E-commerce & invoicing with payments
  • Appointments & Landing Pages
  • Lead scoring & pipelines
  • Business line & text messaging (Keap Business Line)
  • Forms & quote/proposal workflows
  • Pre-built industry playbook library

Tour Keap end-to-end: lead capture, campaign builder, pipeline automation, invoicing, appointments, and small-business reporting.

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Keap Pricing Plans

Keap (formerly Infusionsoft) offers tiered CRM + marketing automation plans priced by contacts and users, billed monthly or annually. All plans include a 14-day free trial and an in-product expert coach call to set up workflows.

  • Pro Plan: from $249/month (annual) / $299/month — 1,500 contacts, 2 users, CRM, email and SMS marketing, automation builder, sales pipeline, landing pages
  • Max Plan: from $309/month (annual) / $379/month — 2,500 contacts, 3 users, advanced reporting, lead scoring, A/B testing, promo codes, marketing analytics
  • Ultimate (Max Classic): from $429/month — 5,000+ contacts, 4 users, B2B/B2C automation suite, custom funnels, dedicated CSM
  • Additional Contact Pricing: scales by tiers (every additional contact block costs extra)
  • Add-ons: additional users $29/month each; dedicated IP, additional integrations as add-ons
  • 14-day free trial across all plans
  • Annual billing saves about 15-20% versus monthly
  • Free Keap Academy training plus onboarding coaching call included

Pricing matches keap.com’s 2026 published rates; sales-team quotes apply for >50,000 contacts.

What Keap Users Are Saying

Keap is reviewed on G2 and Capterra with net-positive sentiment (we do not quote aggregate scores we have not verified). Reviewers consistently praise the all-in-one scope, automation depth, and responsive support, while flagging a steeper learning curve and higher entry price versus lightweight CRMs.

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If Keap doesn’t fit your budget or workflow, the closest alternatives worth comparing are HubSpot, ActiveCampaign, Ontraport, GoHighLevel. Each overlaps with Keap on core features but differs in pricing model, integrations, or target user persona.

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FAQs

Keap — Frequently Asked Questions

Frequently asked questions from small-business owners deciding between Keap, HubSpot, and ActiveCampaign.

Keap Pro starts around $199/month for 1,500 contacts and 2 users; Max plans scale with contact volume. All plans include unlimited emails, automation, and the e-commerce module.

Infusionsoft was rebranded as Keap in 2019. Keap Max Classic is the continuation of the Infusionsoft product for long-tenured customers; new customers use Keap Pro or Max.

Yes. Keap includes native invoicing, order forms, checkout, recurring subscriptions, and integrations with Stripe and PayPal.

Yes. Service businesses are Keap’s primary ICP, especially solo consultants and small agencies running nurture + close + onboarding automations.

Yes. Business text messaging is included in the automation builder on Pro and Max plans within eligible regions.

Keap offers a 14-day free trial with full product access and includes onboarding calls with a specialist on paid plans.

Keap is more powerful than lightweight CRMs and has a steeper curve than Mailchimp or HubSpot Starter. Most users become productive within two weeks with the onboarding program.

Yes. Native integrations with Stripe, PayPal, Shopify, WooCommerce, and Zapier cover most small-business stacks.

Keap serves both. B2C ecommerce and subscription sellers use the order forms, while B2B service firms use the pipeline + automation combo.

Keap offers 24/5 chat and phone support, a dedicated customer success manager on Max plans, weekly live training, and a global community of certified Keap partners.

⚠️ Affiliate Disclosure: This site contains affiliate links. We may earn a commission when you purchase through our links at no extra cost to you. Results are not typical.