Keap

• All-in-one stack: CRM, email marketing, sales pipeline, appointment scheduling, landing pages, and invoicing in a single login.
• Three paid tiers: Keap Grow (~$229/mo annual), Keap Pro (~$449/mo annual), and Keap Max (~$799/mo annual); monthly billing is higher.
• Automation-first: The visual campaign builder is one of the most powerful in the SMB space but has a real learning curve.
• 14-day free trial: No credit card to start, but no published money-back guarantee after that.
• Best for service businesses: Coaches, consultants, agencies, and B2B service firms will get the most out of Keap; pure ecommerce or very small startups may be overpaying.

What is Keap?

Keap is the rebrand of Infusionsoft, the pioneering small-business sales and marketing automation platform founded in 2001 in Chandler, Arizona. The company officially renamed itself Keap in 2019 to better reflect the broader, less-technical small-business audience it was reaching beyond its original Infusionsoft power-user base. Today Keap serves more than 200,000 small businesses worldwide, with a heavy concentration in the United States, Canada, the UK, and Australia.

Where most CRMs stop at contact records and deal stages, Keap bundles the entire back office of a service business into one product: contact management, a sales pipeline, email and SMS marketing, a visual automation builder, appointment scheduling, invoicing, and payment collection. The pitch is simple — stop paying for a CRM, an email tool, a calendar tool, a landing page builder, and a payment processor separately, and consolidate those jobs into a single platform that talks to itself.

Key features

Keap pricing in 2026

Keap currently publishes three paid plans, all priced per account (not per user on the lower tiers, though Max scales with users). Annual billing is required to access the advertised prices; month-to-month pricing runs higher. Always verify the live pricing on Keap's site before committing.

• Keap Grow: starts at roughly $229/month billed annually (often promoted near $189/month with the annual prepay). Includes the CRM, basic email, appointments, and a single sales pipeline. Best for solo operators and very small teams.
• Keap Pro: roughly $449/month billed annually. Adds multiple pipelines, advanced automations, A/B testing, lead scoring, and the full landing page builder. This is the most popular tier.
• Keap Max: roughly $799/month billed annually, with additional per-user fees as you add seats. Unlocks more campaigns, more contacts, priority support, and the deepest automation limits.

Add-ons include SMS messaging (pay-as-you-go), additional users, and premium onboarding packages that can run several thousand dollars. Keap also maintains a partner ecosystem of certified consultants — useful if you want help building your first automations.

Keap vs alternatives

Who Keap is (and isn't) for

How to get started with Keap

1. Start the 14-day free trial. Head to keap.com, click "free trial," and create an account — no credit card is required to start. You get full access to the plan you select during signup.
2. Import your contacts. Use the built-in importer to pull contacts from a spreadsheet, your old CRM, or a connected service. Tag everyone with a source label so automations can branch on it from day one.
3. Connect a calendar and payment processor. Link Google or Outlook Calendar for appointment scheduling, and connect Stripe or PayPal so you can invoice and collect payments inside Keap.
4. Build your first automation. Start with a simple welcome sequence: a trigger (form submission or tag), a short delay, an email, a wait step, and a follow-up task for the sales rep. Resist the urge to build the full customer journey on day one.
5. Launch and iterate. Send live traffic to a landing page, watch the automation run, and refine the steps. Most Keap customers take 30–60 days to feel truly comfortable with the platform.

Frequently asked questions

Final verdict

Keap earns its reputation as one of the most complete small-business CRMs on the market. Twenty-plus years of iteration have produced a tool that genuinely covers the full life cycle of a service-based business — lead capture, nurture, booking, payment, and retention — without forcing you to duct-tape a half-dozen SaaS subscriptions together. For a coach, consultant, or agency doing meaningful revenue, that consolidation can easily pay for itself.

The reason this verdict lands at "wait" rather than "buy" is the on-ramp. Keap is not cheap — the Pro tier that most growing businesses need runs roughly $449/month annually — and the automation builder, while powerful, has a real learning curve. If you sign up before you have a steady flow of leads and a clear follow-up process, you'll pay for capability you can't use. Get the operational basics in place first, then bring Keap in when you're ready to systematize.

Bottom line: for the right service business at the right stage, Keap is a 9-out-of-10 product. For everyone else, the smarter move is to wait until your volume and revenue justify the price and the learning investment.