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Keap (formerly Infusionsoft) is an automation-first CRM that combines contact management, marketing automation, sales pipelines, appointments, and payments in a single platform built for small businesses.
Pricing
$200+ / mo
Best for
Keap is best for small and midsize service-oriented businesses that want a single, automation-focused platform to run CRM, marketing, sales, and payments end to end.
Platforms
Web, iOS, Android
Free trial
Yes
Free plan
No
Headquarters
Chandler, AZ, USA
Company type
Acquired
The honest take
What reviewers love, and what to watch
A balanced view of Keap, drawn from public reviews and product research.
Pros
- Powerful automation capabilities, including advanced workflows, tagging logic, and lead scoring that go beyond most SMB CRMs.
- All-in-one platform that combines CRM, email and text marketing, sales pipelines, appointments, quotes, invoices, and payments.
- Highly customizable contact records, fields, and reports, allowing detailed segmentation and tailored campaigns.
- Visual pipeline and automation builders that make it easier to see where leads are in the funnel and what happens next.
- Strong implementation ecosystem with onboarding packages, a dedicated Customer Success Manager, Keap Academy courses, and an active partner network.
- Native mobile app and dedicated business line that help teams manage leads, calls, texts, and invoices on the go.
Cons
- Steep learning curve and non-intuitive UI for new or non-technical users; many reviewers say extensive training is required.
- Higher pricing than many small-business alternatives, plus mandatory onboarding/implementation fees that increase total cost of ownership.
- Occasional technical glitches, slow loading, and bugs that can disrupt automations, payments, or reporting.
- Reporting and analytics are powerful but can feel fragmented and complex, requiring time to master.
- Some users report frustrations with billing, cancellation, and inconsistent support quality, especially via chat.
Where it fits
What teams use Keap for
- Marketing automation and drip campaigns
- Lead capture and lead nurturing
- Sales pipeline and opportunity management
- Appointment scheduling and client onboarding
- Email and SMS marketing
- Invoicing, online checkout, and subscription billing
- Customer lifecycle management and retention campaigns
Key strengths
- Very strong marketing and sales automation compared with most SMB CRMs.
- All-in-one platform reduces the need for separate tools for email, SMS, pipelines, and payments.
- Rich tagging and segmentation model that supports sophisticated targeting and personalization.
- Extensible via open API, webhooks, and native Zapier integration to connect thousands of third-party apps.
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Questions, answered
Frequently asked about Keap
The short version is on the surface. Open any question to go deeper.
Keap is an automation-first CRM and marketing platform designed for small and midsize businesses. It combines contact and company records, sales pipelines, email and text marketing, appointment scheduling, quotes, invoices, online checkout, and reporting in a single subscription. The goal is to automate repetitive follow-up and administrative work so small teams can focus on serving clients and closing deals.
Keap uses a usage-based, tiered pricing model that scales with the number of contacts and users in your account. As of late 2025, Keap's pricing starts at about $299 per month for the full platform, with costs increasing as you add more contacts and user seats. New customers are also required to purchase an implementation package, with onboarding options starting around $1,500. A 14-day free trial is available, but there is no ongoing free plan.
Core Keap features include CRM and contact management, visual sales pipelines, advanced marketing and sales automation, email broadcasts and newsletters, SMS marketing and a dedicated business phone line, landing pages and forms, quotes, invoices and recurring payments, online checkout forms with order bumps and promo codes, appointment scheduling, detailed reporting and dashboards, a mobile app for iOS and Android, and an open API plus native Zapier integration for connecting thousands of other apps.
Keap's main competitors in the small-business CRM and marketing automation space include HubSpot CRM & Marketing Hub, ActiveCampaign, Zoho CRM, and Pipedrive. Depending on the use case, other alternatives like Thryv, Constant Contact, or Mailchimp with add-on CRM features may also be considered. Buyers often compare these platforms on automation depth, ease of use, pricing, and ecosystem integrations.
Yes, Keap is built specifically for small businesses and entrepreneurs, especially service-based companies that rely on follow-up, appointments, and repeat relationships. It can be very effective for owners who are ready to systematize their marketing and sales with automation. However, the product is more complex and expensive than basic CRMs, and the required onboarding fees mean it's best suited to small businesses with at least a modest budget and the willingness to invest time in setup and training.
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