🔍 In-Depth Review • Business Software
Business Software Review
Keap Review: All-in-One CRM & Automation for Small Business?
Keap (formerly Infusionsoft) combines CRM, marketing automation, email, and payments — built for small businesses that need sales and marketing in one platform without juggling tools.
Quick Verdict
Our Take on Keap
Best for service businesses and coaches that need CRM plus email automation and invoicing in one place.
Keap bundles contact management, pipelines, email & SMS automation, appointments, and payments. Pro starts at $129/mo annual (1500 contacts, 2 users), Max at $199/mo annual (2500 contacts, 3 users). No free plan, but 14-day trial.
Try Keap Free for 14 Days →Who It’s For
Who Keap Is Best For
Ideal for small businesses, agencies, consultants, and coaches with 1-20 employees who need to capture leads, automate follow-ups, and get paid — without separate tools for email, CRM, and invoicing. Not ideal if you need only simple free CRM.
✅ Pros
- All-in-one: CRM + marketing automation + sales + payments
- Visual automation builder for emails and SMS
- Appointment scheduling and invoicing built-in
- 2-3 users included, scales with contacts
- Landing pages and forms included
- 14-day free trial
❌ Cons
- No free plan — starts at $129/mo annual
- Contact-based pricing increases as list grows
- Learning curve for advanced automations
- Max Classic custom pricing not transparent
- Can be pricey vs Pipedrive $14 or monday.com $9
Pricing
Keap Pricing Plans
Billed annually is cheaper. Pricing scales with contacts and users included. Monthly billing $169 Pro and $249 Max.
- ✅ CRM with pipelines & contact management
- ✅ Email marketing & automation
- ✅ Landing pages, forms, appointments
- ✅ Invoicing & payments
- ✅ 1 automation and 1 pipeline limit? No, unlimited
- 💰 $229/mo for 5000 contacts on Pro
- ✅ Everything in Pro + more contacts & users
- ✅ Advanced automation & lead scoring
- ✅ SMS marketing automation
- ✅ Sales pipeline & revenue tracking
- ✅ Membership & advanced reporting
- 💰 $254/mo for 5000 contacts on Max
- ✅ Everything in Max
- ✅ Advanced e-commerce & affiliate management
- ✅ Legacy Infusionsoft features
- ✅ Custom onboarding & migration
- ✅ Dedicated support
- ✅ Contact sales for pricing
Features Tested
What You Get With Keap
CRM
Contact management, pipelines, lead scoring, and sales tracking in one dashboard.
Marketing Automation
Visual builder for email and SMS sequences triggered by behavior, tags, and purchases.
Appointments
Scheduling tool with calendar sync and automated reminders — no Calendly needed.
Payments
Invoices, quotes, and payment processing with automation for follow-ups and receipts.
Landing Pages
Drag-and-drop landing pages and forms to capture leads and trigger automations.
Reporting
Sales and marketing reports, ROI tracking, and revenue forecasts on Max plan.
How It Works
Getting Started With Keap
Import Contacts
Import from spreadsheet or other CRM. Keap tags and segments automatically.
Build Automation
Create visual automations: when lead fills form, send email sequence and assign task.
Capture & Schedule
Use landing pages and appointment scheduler to turn visitors into meetings.
Close & Get Paid
Send invoices, collect payments, and track pipeline revenue in same platform.
Comparison
Keap vs Pipedrive vs HubSpot
| Factor | Keap | Pipedrive | HubSpot |
|---|---|---|---|
| Starting price | $129/mo annual, 1500 contacts | $14/user/mo | Free – $20/user/mo |
| Focus | CRM + marketing automation + payments | Sales pipeline CRM | Marketing + sales + service hub |
| Automation | Visual email/SMS sequences | Workflow automation from $29 | Strong automation from Starter |
| Best for | Small biz needing all-in-one | Sales teams | Inbound marketing teams |
Final Checklist
Should You Use Keap?
Ready to Automate Sales & Marketing?
Join 100k+ small businesses using Keap to manage CRM, email automation, appointments, and payments in one place.
Start With Keap →FAQ
Keap Review FAQ
How much does Keap cost?
Pro $129/mo annual ($169 monthly) for 1500 contacts, 2 users. Max $199/mo annual ($249 monthly) for 2500 contacts, 3 users. 5000 contacts costs $229 Pro and $254 Max. Max Classic custom.
Is Keap better than HubSpot?
Keap is cheaper and simpler for small businesses needing CRM + marketing + payments together. HubSpot is stronger for inbound marketing at scale but pricing increases faster.
Does Keap have a free plan?
No free plan, but 14-day free trial on Pro and Max with no credit card required.
What is Keap Max Classic?
Max Classic is the former Infusionsoft platform with advanced e-commerce and affiliate management, for businesses needing legacy features. Contact sales for pricing.