Keap
CRM Verified May 2026
Keap bundles CRM, email, automations, and payments into one platform built for service-based small businesses scaling past the spreadsheet s
- Unified CRM and marketing automation in one platform eliminates the need to sync multiple tools
- Automated follow-up sequences capture and nurture leads even when the business owner is unavailable
- Built-in payment processing handles invoicing and collection within the same system as the CRM
- Lead capture forms, appointment booking, and pipeline management in one subscription
How Keap scored 54/100
6 weighted criteria, each scored out of 10 and published with its reasoning. Featured placements never move a score.
Deal Strength
3.0 /10This is affiliate access, not a verified discount — no coupon, no credits, nothing that lowers the price. You pay Keap's public rate whether you use the link or not.
Value for Money
5.0 /10Pricing starts at $229/mo on annual billing for core CRM plus automation. That works for service businesses in the $500K-$5M revenue range, and it is the going rate for an all-in-one SMB platform.
Capability
9.0 /10Keap is one of the most complete CRM-and-automation packages available: CRM, email and SMS marketing, a visual campaign builder, sales pipeline, appointment scheduling, invoicing and payments. Automation is where it is strongest.
Time to Value
3.0 /10There is a real learning curve, and the campaign builder takes genuine time investment. The 14-day free trial lets you look around, but this is not a casual purchase — budget weeks before automations run properly.
Trust & Reliability
8.0 /10Keap says it is trusted by over 200,000 small businesses across 20+ years, and backs that with a help centre and professional services. Support and onboarding come out as a consistent strength.
Flexibility & Exit
5.0 /10The 14-day free trial needs no credit card, and annual billing carries a discount. There is no published money-back guarantee and no stated export or cancellation policy, so confirm both before committing.
About Keap
Quick answer
Keap (formerly Infusionsoft) is a CRM and marketing automation platform aimed at service-based small businesses, coaches, consultants, and agencies that want to consolidate email, pipeline, appointments, and payments into one system. Plans start around $229/month on annual billing, with a fully featured 14-day free trial. It's a strong fit for businesses doing roughly $500K–$5M in revenue that have outgrown entry-level CRMs like HubSpot Free or Pipedrive but don't need enterprise muscle like Salesforce.
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
Built-in CRM
Contact records store every interaction — emails, notes, tasks, appointments, invoices, and tags. The contact timeline gives a service-based business owner a single view of each lead and customer.
Visual campaign builder
Keap's automation canvas is widely considered one of the most flexible for small businesses. Triggers, conditions, branches, delays, and actions can be assembled into multi-step customer journeys with a drag-and-drop interface.
Sales pipeline
Multiple customizable pipelines track deals from lead to closed-won, with automatic stage movement based on contact behavior or team actions.
Appointment scheduling
Native calendar booking with reminders, round-robin, and calendar sync (Google and Outlook) — no Calendly or Acuity add-on required.
Invoicing & payments
Create and send invoices, accept credit card and ACH payments, set up recurring billing, and trigger automations on payment events. Native Stripe and PayPal integrations are baked in.
Landing pages & forms
Drag-and-drop landing page and form builder for lead capture, with A/B testing available on the Pro and Max tiers.
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
| Feature | Keap Pro | HubSpot CRM Suite | ActiveCampaign | Pipedrive |
|---|---|---|---|---|
| Starting price (annual) | ~$449/mo | Free CRM; paid hubs from ~$20/mo | From ~$49/mo | From ~$14/mo |
| Visual automation builder | Excellent | Good (Workflows) | Excellent | Basic |
| Built-in payments & invoicing | Yes | Limited (Stripe add-on) | No | No (third-party) |
| Native appointment scheduling | Yes | Yes (Meetings tool) | Add-on | Add-on (Scheduler) |
| Best fit | Service SMBs doing $500K+ | Content-led and inbound teams | Email-heavy marketers on a budget | Sales-led small teams |
| Learning curve | Steep | Moderate | Moderate | Easy |
Who Keap is (and isn't) for
✓ Use Keap if you:
- Run a service-based business doing roughly $500K–$5M in annual revenue.
- Rely on lead nurturing, email follow-up, and appointment booking as core growth levers.
- Want to consolidate five or more tools (CRM, email, calendar, forms, invoicing) into one platform.
- Have someone on the team willing to invest a few weeks learning the automation builder.
- Need to charge clients and trigger automations on payment events.
✗ Skip Keap if you:
- Are a solopreneur pre-revenue or under $100K/year — the price will eat your margin.
- Run an ecommerce-first business — Shopify, Klaviyo, or Drip will serve you better.
- Just need a contact database and a pipeline; Pipedrive or HubSpot Free is enough.
- Want a tool your whole team can be productive in within a day.
- Need deep customization at the enterprise level — Salesforce or HubSpot Enterprise is the right ceiling.
What's included
- CRM plus email and SMS marketing automation built specifically for small businesses and solopreneurs
- Visual automation builder with triggers based on form fills, purchases, tags, and date fields
- Built-in invoicing and payment collection with Stripe, PayPal, and ACH support
- Appointment scheduling with automated reminders sent via email and text
- Pipeline management with drag-and-drop deal stages and automatic follow-up task creation
- Smart forms with conditional logic that segment leads into the right automation on submit
- Landing page builder included — no separate tool needed for lead capture campaigns
- Keap Business Line: dedicated business number for call and text from a mobile device
- SaaSTweaks-verified affiliate deal
- Vendor-direct activation flow with editorial pros + cons review
Keap pricing
Verified May 2026. Vendor's published rates at the time we checked — always confirm at checkout.
| Plan | Price | Term | What you get |
|---|---|---|---|
| Keap Platform | $299/mo | monthly | $2,988/year; 2 user licenses; add users at $39/mo each; customisable contact quantity; SMS marketing included |
Getting started
4 steps. The last one is the part most people skip.
- 1
Open Keap through the link on this page
It carries our referral tag. The price you pay is identical either way, and it never changes the score on this page.
- 2
Compare the tiers against what you actually use
The pricing table on this page lists what each plan includes. Match it to real usage rather than the tier the vendor highlights.
- 3
Start on the smallest plan that fits
Most vendors let you move up mid-cycle and bill the difference, so starting low costs you nothing but starting high does.
- 4
Check the renewal terms before you commit
Note the renewal date and the rate it reverts to, so the second invoice is not a surprise. Annual plans are usually cheaper per month but harder to exit.
Where Keap wins and loses
What works
- Unified CRM and marketing automation in one platform eliminates the need to sync multiple tools
- Automated follow-up sequences capture and nurture leads even when the business owner is unavailable
- Built-in payment processing handles invoicing and collection within the same system as the CRM
- Lead capture forms, appointment booking, and pipeline management in one subscription
- Dedicated onboarding and coaching support helps small business owners set up automations correctly
What doesn't
- Single-tier pricing at $299/month is expensive compared to competitors with entry-level plans
- Mandatory implementation fee adds significant upfront cost beyond the monthly subscription
- Platform can feel overwhelming for very small or solo businesses with simple needs
- Email template design tools are functional but less modern than dedicated ESP competitors
The bottom line
A powerful, all-in-one CRM and automation platform for established service businesses, but its high price, steep learning curve, and lack of a verified public discount limit its immediate value for casual users.
Keap typically offers different pricing tiers tailored to the number of users and the specific features required, such as advanced automation or e-commerce capabilities. Pricing details are usually available directly on the Keap website, often with options for monthly or annual billing. Interested buyers can usually request a demo or a free trial to evaluate the fit before committing.
Keap is often positioned as an alternative to HubSpot, particularly for small businesses. While both platforms offer CRM, marketing, and sales automation, Keap tends to be more focused on a guided, all-in-one experience for smaller teams, often with a simpler interface. HubSpot offers a more modular approach with extensive customization and a broader range of advanced features, which can be more complex and costly for very small businesses.
Subscription terms for Keap typically depend on the specific plan chosen, with options for monthly or annual commitments. Generally, monthly plans offer more flexibility for cancellation, while annual plans may come with a discount but require a longer commitment. It is always recommended to review the specific terms and conditions outlined in the service agreement or contact Keap's sales team for clarification on cancellation policies.
Keap offers various integrations with popular business applications to extend its functionality. This includes connections with accounting software, e-commerce platforms, and other productivity tools. Teams can often find a list of supported integrations on the Keap marketplace or developer portal, allowing them to connect their existing tech stack for a more unified workflow.
