
Are you tired of juggling multiple tools to maintain your customer relationships?
Many businesses struggle with fragmented sales and marketing processes, leading to missed opportunities and frustrated customers.
Keap CRM promises to streamline your sales and marketing efforts, but is it the right fit for your Business?
In this review, we’ll dive deep into Keap’s features, pricing, and user experience, helping you decide if it’s the CRM solution you’ve been searching for.
What is keap CRM?
Keap CRM is your Business’s digital assistant for customer relationships.
It’s a central hub for storing customer details, tracking interactions, and nurturing leads from hello to sale.
Beyond that, Keap is a powerhouse for sales and marketing automation.
It sends automated emails, creates targeted campaigns, and simplifies email marketing.
In short, Keap CRM helps you manage customers and grow your Business all in one place.

Who Created keap crm?
Keap, formerly known as Infusionsoft, was founded by Clate Mask and Scott Martineau in 2001.
Their vision was to empower small businesses with the tools they needed to compete with bigger players.
The goal? To automate sales and marketing processes, freeing up time for entrepreneurs to focus on what they do best.
Over the years, Keap has grown, adding features like a streamlined sales pipeline, invoicing and payment processing, and more.
It remains committed to helping small businesses thrive in a competitive marketplace.
Top Benefits of Keap CRM
- All-in-one Solution for Small Businesses: Keap consolidates essential sales and marketing tools, eliminating the need for multiple disjointed platforms. This streamlined approach saves small businesses valuable time and money.
- Streamlined Sales Process: Keap empowers you to organize and automate your entire sales process, from initial lead capture to closing the deal. By automating repetitive tasks, you can improve sales efficiency and focus on building relationships with prospects.
- Powerful Marketing Automations: Create and execute targeted email marketing campaigns effortlessly. Set up automated workflows based on customer behavior, ensuring that the leads receive the right message at the right time. Nurture relationships and drive conversions on autopilot.
- Intuitive Landing Page Builder: Design professional-looking landing pages to capture leads and drive conversions, even if you have no coding experience. Keap’s drag-and-drop interface makes it easy to create stunning pages that align with your brand.
- Enhanced Sales Campaigns: With Keap’s powerful tools, plan and execute impactful sales campaigns. Target specific audiences, personalize messaging, and track results to maximize your reach and conversions.
- Improved Collaboration: Foster seamless collaboration within your sales teams. Keap provides a centralized platform for storing customer information and tracking interactions, ensuring everyone is on the same page.
- Business Growth Support: Keap goes beyond just CRM software. It offers valuable resources & guidance to help you refine your business strategy, identify growth opportunities, and scale your operations effectively.
- Connect Multiple Landing Pages: Create cohesive customer experiences by seamlessly linking multiple landing pages. Automate lead capture across different campaigns and nurture leads with targeted follow-ups.
- Expert Recommendations: Based on my analysis, I confidently recommend Keap CRM for businesses seeking to streamline their sales & marketing processes, improve customer engagement, & drive sustainable growth.

Best Features
Keap crm is a top choice for small business owners who want to grow.
It helps you manage customers and sales in one dashboard.
This tool makes daily tasks easier so you can reach your growth goals.
Many people recommend keap crm because it is very user friendly.
1. Automation Builder
This tool lets you create advanced automations without any coding.
You can set up automated tasks that handle work while you sleep. It uses drag & drop tools to make building campaigns simple.
Small businesses use it to send welcome notes to every new lead.
This helps your business save time and stay organized every day.

2. CRM
The customer relationship management system keeps all your data in one place.
Every contact record shows you the whole history of that person.
You can use custom fields to track things that matter to your business.
It functions with mobile apps so you can check details on the go.
This is the best crm for keeping your contact list clean and ready.

3. Email & Text
You can send email campaigns and text messages from one business line.
It allows you to set up automated actions based on what users click.
Your sales team can talk to customers faster using the keap app.
This feature helps you get more repeat business by staying in touch.
You can also use third party integrations to connect other chat tools.

4. Landing Pages
The landing page builder helps you make a great first impression.
You can use a web form to capture new leads very quickly.
It is easy to connect multiple landing pages to your sales campaigns.
These pages are designed to increase conversions for e commerce businesses.
You can start with just one landing page and grow from there.

5. Sales Pipeline
The sales pipeline helps you see exactly where your money is.
You can move deals along the sales process with drag and drop steps.
It helps your sales teams stay focused on the most important deals.
You can track sales pipelines for different products at the same time.
This view makes it easy to manage your overall business strategy.

6. Lead Management & Tracking
Lead management tools help you score leads based on their actions.
You can see a lead score to know who is ready to buy.
It tracks the customer journey from the first click to the final sale.
This ensures your sales team never misses a chance to follow up.
You can also get free migration if you are moving from another tool.

7. Keap AI
Keap AI helps you write better emails and sales content quickly.
It can suggest ways to improve your marketing automation and results.
The AI can help you find more leads by looking at your data.
This feature acts like a smart partner for your small business.
It is a key part of why the crm editor’s rating is so high.

8. Email Marketing
You can run email marketing campaigns that look very professional.
The system helps you send newsletters to your entire contact list.
It includes e commerce features like checkout forms and payment processing.
You can track open row infusionsoft style data to see who reads your mail.
This helps you send the right message to the right person.

9. Pipeline Management
Pipeline management lets you automate next steps for your sales team.
You can set up triggers for invoicing and payment processing at any stage.
It helps you offer cross sells to customers who just bought something.
This tool is great for reaching high conversion rates on every deal.
You can manage everything for a low monthly fee on various keap plans.

Pricing
Keap CRM’s pricing starts at $299/month (Annually Billed), and chat with them to get their additional features.

Pros and Cons
Understanding the strengths and weaknesses of any tool is crucial before making a decision.
Let’s explore the pros and cons of Keap CRM to help you make an informed choice.
Pros
Cons
Alternatives to Keap
Here are several Keap alternatives with a brief overview of each:
- GoHighLevel: An all-in-one marketing and sales platform designed for agencies and businesses, offering comprehensive tools including funnel builders, email marketing, SMS automation, and client management.
- Pipedrive: A sales-focused CRM known for its intuitive visual sales pipelines, helping teams manage deals and track progress efficiently.
- Keap: Specializes in automation for small businesses, combining CRM functionalities with email marketing and sales pipeline management.
- HubSpot: A widely recognized platform offering a suite of “hubs” for sales, marketing, customer service, content management, and operations, ideal for businesses seeking integrated solutions.
- ClickFunnels: Primarily a sales funnel and landing page builder, with some lead collection and basic email marketing capabilities, focusing on conversion-driven online campaigns.
- Folk: A simple, integrated, and proactive CRM with features like sales pipelines, email campaigns, contact management, and workflow automation.
- Instantly: This company focuses on lead finding and cold email outreach, offering customer relationship management, lead tracking, and sales process automation.
- ClickUp: A versatile work management platform that can be customized to function as a CRM, offering features like contact management, sales pipeline views, email integration, and customizable dashboards.
- Monday CRM: A highly customizable platform structured like a spreadsheet, allowing for full-cycle lead management, sales forecasting, email synchronization, and activity tracking.
- Capsule CRM: A growth-oriented CRM designed for simplicity, helping businesses manage contacts, track sales deals, and maintain client relationships with features like multiple pipelines and task management.
- Insightly: A CRM suitable for small to mid-sized businesses, offering contact and project management, workflow automation, and robust reporting, along with a user-friendly interface.
- Freshsales CRM: A cost-effective option offering extensive features for sales teams, including lead communication, conversion tools, AI-based lead scoring, and strong integration capabilities.
- Salesforce: A robust, industry-leading CRM platform offering extensive features for sales, marketing, and service, known for its high customizability and scalability for larger enterprises.
- Zendesk: Primarily a customer service and support platform that also offers robust CRM capabilities, providing end-to-end customer interaction management and analytics.
Keap Compared
Here’s a comparison of Keap with various alternatives:
- Keap vs Pipedrive: Keap excels in marketing automation and integrated sales. Pipedrive focuses more on visual sales pipeline management and deal tracking.
- Keap vs GoHighLevel: GoHighLevel is an all-in-one platform for agencies, offering white-label options and extensive automation.
- Keap vs ActiveCampaign: Keap provides an all-in-one business automation solution for service-based small businesses. ActiveCampaign specializes in sophisticated email marketing and customer experience automation.
- Keap vs HubSpot: Keap integrates CRM, marketing automation, and e-commerce for small businesses. HubSpot offers a broader suite of hubs for sales, marketing, service, and content, suitable for various business sizes.
- Keap vs ClickFunnels: Keap offers CRM, marketing automation, and e-commerce. ClickFunnels is primarily a sales funnel and landing page builder with some lead collection functionality.
- Keap vs Folk: Keap provides robust sales and marketing automation with deep customization. Folk offers a simpler, user-friendly interface focused on collaborative contact management.
- Keap vs Instantly: Keap is a comprehensive CRM and automation platform for sales and marketing. Instantly specializes in outbound sales outreach and lead generation.
- Keap vs ClickUp: Keap is a dedicated CRM with strong sales and marketing automation. ClickUp is a versatile project management tool that can be configured as a CRM.
- Keap vs Monday CRM: Keap is a dedicated CRM focused on small business sales and marketing automation. Monday CRM is a flexible work OS with strong customizable CRM capabilities for collaborative workflows.
- Keap vs Capsule CRM: Keap offers advanced marketing automation and integrated business solutions. Capsule CRM is designed for simplicity and affordability, ideal for small—to medium-sized businesses.
- Keap vs Insightly: Keap focuses on robust marketing automation and lead management. Insightly provides contact and project management with workflow automation, suitable for small—to mid-sized businesses.
- Keap vs Freshsales CRM: Keap offers strong automation and is geared towards small businesses. Freshsales CRM is known for its affordability, user-friendly interface, and broad integrations.
- Keap vs Salesforce: Keap is tailored for small business CRM and marketing automation. Salesforce is a highly customizable, scalable, industry-leading CRM for businesses of all sizes, especially enterprises.
- Keap vs Zendesk: Keap excels in sales and marketing automation and e-commerce. Zendesk is primarily a customer service and support platform with robust ticketing and collaboration features.
Personal Experience with keap crm
My team and I dove headfirst into Keap CRM, and it was a game-changer.
We were drowning in spreadsheets and missed opportunities. Keap brought order to the chaos.
- Lead capture: Keap’s landing pages and forms made it easy to gather leads. No more manual entry!
- Nurturing: Automated email sequences kept leads warm and engaged. We built relationships on autopilot.
- Sales pipeline: We finally had a clear view of our sales process. No more deals slipping through the cracks.
- Customer management: All customer info was in one place. We could provide personalized service.

Keap helped us close more deals, build better relationships, and grow our Business.
It’s not just a CRM; it’s a growth engine.
Final Thoughts
Keap CRM is a powerhouse for small businesses.
It’s packed with features to streamline sales, automate marketing, and nurture customer relationships.
Sure, it has a learning curve, and the price tag might sting a bit.
But if you’re serious about growth, Keap is worth considering.
Ready to give your Business a boost?
Try Keap’s free trial today and see the difference it can make. Your future self will thank you!
Frequently Asked Questions
What is Keap used for?
Keap is an all-in-one automation platform for small businesses. It combines CRM, email marketing, text messaging, and landing pages to help you capture leads and close sales. Essentially, it automates the follow-up process so no potential client falls through the cracks.
How much does Infusionsoft (Keap) cost per month?
According to current pricing data, plans are available around $299/month when billed annually. While this price point is higher than some entry-level tools, it reflects Keap’s robust feature set, including advanced automation, sales pipelines, and AI capabilities designed for established businesses.
What did Keap used to be called?
Keap used to be called Infusionsoft. The company rebranded in 2019 to signal a shift toward more user-friendly software. While the company name changed, the powerful legacy technology is often still referred to by long-time users as Keap Max Classic.
Is Keap a good CRM?
Yes, with a rating of 4.2/5, Keap is highly regarded for its automation capabilities. It is excellent for businesses that want to combine contact management with active marketing actions. If you need to trigger emails or texts based on customer behavior, Keap is a top choice.
What is the difference between Infusionsoft and Keap?
They are the same company. “Infusionsoft” was the original name and is now the name of their legacy product line (Keap Max Classic). “Keap” is the modern brand featuring a streamlined, easier-to-use interface designed for small business owners who aren’t tech experts.
Is Keap user friendly?
Yes, significantly more so than in the past. The modern Keap interface features drag-and-drop builders and visual sales pipelines. It was specifically redesigned to shed the “Confusionsoft” nickname of its predecessor, making powerful automation accessible to non-technical users.
Who uses Keap?
Keap is built specifically for small to medium-sized service businesses. It is widely used by consultants, coaching agencies, home service providers, and marketing firms. It is ideal for entrepreneurs who need to manage client relationships and appointments without a massive sales team.
More Facts about Keap
- What is Keap? Keap is a software tool that helps small businesses organize customer data and automate sales tasks.
- History: The company was formerly called Infusionsoft. They changed their name to show that they focus on helping small businesses grow easily.
- Easy to Start: Keap is known for its ease of use. Some users can get the basic system ready in about 20 minutes.
- Trial Period: You can try Keap for free for 14 days to see if it works for your business before you buy it.
- Saving Time: Businesses that use Keap’s automatic tools say they save about 10 hours a week because they have less busy work to do.
- Growing Sales: Users report that using the software helps them increase their revenue by an average of 38%.
- Automation: You can set up “when-then” rules. For example, when a customer clicks a link, Keap automatically sends them a specific email.
- Visual Tools: There is a drag-and-drop tool called the Campaign Builder. It lets you draw a map of how you want to talk to customers.
- Smart Emails: The software claims that 99.5% of emails sent through its system reach the right inbox. You can also send specific messages to people based on what they like.
- AI Help: Keap has smart AI tools that can write emails for you and suggest the best way to set up your tasks.
- Business Phone Line: The app provides a separate phone number for work calls and texts, so you can keep your personal number private.
- Connecting Apps: Keap connects with over 2,500 other tools and apps to help run your business smoothly.
- Lead Scoring: The software watches how interested a customer is. It gives them a “score,” so you know who is ready to buy.
- Support Team: You can chat with support 24/7. If you prefer to talk on the phone, help is available Monday through Friday during the day.
- Onboarding: When you join, Keap offers checklists, videos, and training to help you set up. There is often a one-time fee (around $499) for a personal coach to help you get the most out of it.
- Training: There is a free library of videos and articles called a knowledge base to help you learn the software.
- Community: There is a group of other Keap users you can talk to for advice, though some users say it isn’t always very active.
- Pricing Plans: Keap has different plans (like Pro and Max) depending on what you need. The “Lite” plan mentioned in older lists is primarily for existing users.
- Cost: Pricing is generally considered high for brand-new businesses, but it can be cheaper than other options for bigger, established companies.
- Contact Limits: The price increases based on the number of contacts (people) in your system.
- Extra Users: If you want more employees to use the account, you usually have to pay an extra fee (around $30) for each person.














