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Keap vs Agile CRM 2026 — Don’t Buy Until You Read This

by | Last updated Aug 9, 2026

Winner
keap
4.2
  • 2,500+ Third Party Integrations
  • Drag and Drop Campaign Builder
  • Built-in Invoicing & Payments
  • Dedicated Business Line
  • Keap AI Drafts Email Copy
  • 14-Day Free Trial + Free Migration
  • $299/month (Annually Billed)
Runner Up
Agile CRM
2.8
  • Free Plan for Up to 10 Users
  • 15,000+ Customers Globally
  • Sales Gamification Leaderboards
  • Built-in Telephony & Helpdesk
  • Web Engagement Tracking
  • Online Calendar Booking
  • Paid Plans from $8.99

⚡ Quick Verdict:

  • Pricing: Keap CRM lists $299/month (annually billed). Agile CRM runs a free version plus paid tiers at $8.99, $29.99, and $47.99.
  • Best for: Keap suits small businesses that want sales and marketing automation with invoicing and payment processing built in. Agile CRM suits small and medium businesses on a tight budget.
  • Key difference: Keap bundles a landing page builder, checkout forms, and a business line. Agile CRM adds sales gamification and a helpdesk instead.
  • Our pick: Keap, rated 4.2 against 2.8 for Agile CRM. It automates more of the customer journey in one dashboard.
Keap vs Agile CRM Comparison

The cheaper CRM software is not always the safer bet.

Agile CRM costs a fraction of what Keap charges.

But price is the smallest gap between these two crm platforms.

One automates almost every stage of the sales process.

The other gives you an all in one crm at a great price with real reliability questions.

Overview

This Keap vs Agile CRM comparison covers pricing, key features, and ease of use.

We reviewed documentation, pricing pages, and user review sites for both crm platforms.

Our writers also spent hands-on time inside each system.

Those notes appear in the “What Our Team Noticed” blocks below.

By the end you will know which tool matches your growth goals.

What is Keap?

Keap is a customer relationship management platform for small business owners.

It was formerly known as Infusionsoft before the rebrand to Keap.

The keap app combines CRM, marketing automation, and e commerce tools in one dashboard.

It automates almost every stage of the sales journey.

Keap customers who use automation report saving 10 hours per week.

They also report a 38% increase in revenue generated.

🏆 Winner: Keap

⭐ 4.2/5 | 💰 $299/month (Annually Billed)

Keap CRM automates follow-up, invoicing, and email campaigns from one place. Setup takes about 20 minutes. Free migration comes with onboarding.

Keap Pricing

Here is what our data shows for keap plans in 2026.

PlanPriceBest For
Keap (Annually Billed)$299/monthEstablished small businesses running sales and marketing automation together

Pricing verified August 2026.

Keap Pricing

Free trial: Yes. Small businesses can explore keap features with a 14-day free trial that includes access to all features.

Money-back guarantee: No published refund window. Cancel before the trial ends to avoid the first monthly fee.

📌 Note: Onboarding includes free migration and custom coaching. A dedicated customer success manager ships with every plan. Expert Coaching is a separate one-time setup fee of $499.

⚠️ Pricing conflict flagged: Our data source lists a single $299/month annually billed rate. Keap’s own materials describe three tiers — Lite from $79, Pro from $169, and Max from $199, each for 500 contacts, with $30 per extra user. Pricing also climbs as your contact list grows past each threshold. Check the vendor site before you buy.

Key Benefits of Keap

Here is what makes Keap worth the higher price.

  • Campaign Builder: A visual flowchart tool for building campaigns and advanced automations. You create when-then logic with drag and drop tools.
  • One dashboard for everything: The platform cuts the need for multiple tools by folding CRM, marketing, sales, and project tracking together.
  • Invoicing and payment processing: Built-in invoicing plus many payment processing integrations. Checkout forms handle e commerce sales without a separate cart.
  • Lead scoring: The lead score assesses each prospect’s interest by engagement level. You score leads and prioritise the sales pipeline accordingly.
  • 2,500+ third party integrations: Keap connects with more than 2,500 platforms and third party tools, including LinkedIn lead capture apps.
  • Dedicated business line: A separate line for calls and texts keeps personal and professional customer queries apart.
  • Email deliverability: Keap claims a 99.5% deliverability rate for mail sent through the platform.
Keap Introduction

The screenshot above shows how the contact record and pipeline sit side by side.

Keap Top Benefits

What Our Team Noticed

Our writer signed up for Keap and spent several days building sales campaigns. Here is what stood out from that hands-on time:

Lifecycle Keap CRM

Keap Pros & Cons

✅ Pros
  • Automation templates and a drag-and-drop builder make advanced automations easy to create
  • Setup takes as little as 20 minutes, with free migration and a dedicated customer success manager
  • Built-in invoicing and payment processing remove the need for separate e commerce tools
  • Integrates with more than 2,500 platforms and third party tools
  • 24/7 chat support plus phone support Monday through Friday for U.S. customers
❌ Cons
  • Pricing is high enough to deter new small businesses and entry-level entrepreneurs
  • Costs climb sharply once your contact list crosses each contact threshold
  • Expert Coaching carries a one-time $499 charge on top of the monthly fee
  • The user community is not very active, so answers often come from support instead

What is Agile CRM?

Agile CRM is a cloud-based crm system built for small and medium businesses.

It has been in operation since 2013 and serves over 15,000 customers globally.

The company runs offices in India and the Philippines.

Agile CRM combines sales, marketing, and customer service in one interface.

That single view reduces data silos across marketing teams and sales teams.

G2 Crowd has recognised it as a leader in its category.

Agile CRM Honest Review - Watch Before Using

🥈 Runner Up: Agile CRM

⭐ 2.8/5 | 💰 From $8.99/month

Agile CRM offers a free version for up to 10 users. Paid tiers add marketing automation, helpdesk, and web engagement tracking at a great price.

Agile CRM Pricing

Agile CRM prices per user per month across four tiers.

PlanPriceBest For
FreeFreeUp to 10 users testing contact management
Starter$8.99Solo founders who need a sales pipeline and email campaigns
Regular$29.99Growing marketing teams using marketing automations
Enterprise$47.99Larger sales teams needing analytics and sales forecasting

Pricing verified August 2026.

Agile CRM Pricing

Free trial: The free version covers up to 10 users, so you can trial the crm software without a card.

Money-back guarantee: No published refund policy. Billing is monthly, and you cancel from account settings.

📌 Note: There is no setup fee. Paid plans typically land between $8.99 and $9.99 per user in 2026, which keeps the price low for small teams and new employees.

⚠️ Warning: Reviewers report that email sending has gone weeks without working, and that deliverability halved twice in one year. Test the free version with a real contact list before you commit money.

Key Benefits of Agile CRM

Here is where Agile CRM earns its keep.

  • Free plan for 10 users: Few competitors give away that many seats. You can roll the crm system out across a team before any budget approval.
  • 360-degree contact management: Every contact record shows the full history of customer interactions and customer data in one place.
  • Sales gamification: Leaderboards and badges push friendly competition across the sales team. Most crm platforms skip this entirely.
  • Built-in telephony and helpdesk: Calls, mail management, and automated ticketing handle customer queries without extra software.
  • Web engagement tracking: You gauge visitor behaviour and trigger automated email campaigns from what people do on your site.
  • Calendar booking: Leads book meetings directly on your calendar, syncing with Google Calendar or Outlook.
  • Multi-channel marketing: Email, social, and mobile apps all feed the same customer journey.
Agile CRM Homepage

The dashboard above groups deals, tasks, and web engagement into a single view.

Agile CRM Top Benefits

What Our Team Noticed

Our writer set up a free Agile CRM account and imported a test contact list. Here is what stood out:

Agile CRM Personal Experience

The walkthrough below covers the same account in more detail.

Agile CRM Honest Review - Watch Before Using

Agile CRM Pros & Cons

✅ Pros
  • Free plan for up to 10 users, which is rare among crm platforms
  • Paid tiers start at $8.99 per user, well under most all in one crm rivals
  • Sales gamification with leaderboards and badges lifts sales enablement
  • Drag-and-drop workflow builder handles follow-ups, lead scoring, and data entry
❌ Cons
  • Reviewers describe email delivery rates falling sharply with no fix in sight
  • Reporting tools are described as poorly configured and hard to trust
  • Limited customisation for larger firms that need deep custom fields and data mapping
  • Support answers vary between agents, and bug fixes can take up to two weeks

Feature Comparison

We compared ten areas that matter most when you pick a CRM. Each one covers how both tools handle the same job.

FeatureKeapAgile CRM
Starting Price$299/monthFree / $8.99
Free Version
Landing Page Builder
Invoicing & Payment Processing
Sales Gamification
Helpdesk / Ticketing
Business Line for Calls & Texts
Lead Scoring
Third Party Integrations2,500+Limited
Best ForE commerce businesses automating the full sales processBudget-conscious small and medium businesses

1. Contact Management

Keap: Every contact record holds notes, tags, orders, and the full customer journey. You segment the contact list with tags, then fire email marketing campaigns at each segment. Custom fields let you track whatever your sales process needs.

Keap CRM

Agile CRM: Contact management gives a 360-degree view of customer interactions in one screen. Search, tags, and custom fields all work as expected. Documentation notes that deep data mapping is limited for larger firms.

Agile CRM Contact Management

2. Sales Pipeline and Deals

Keap: The visual sales pipeline shows every deal by stage. Lead scoring ranks prospects so your sales team works the hottest new lead first. Moving a card can trigger automated actions further down the pipeline.

Sales pipeline for Keap CRM

Agile CRM: Deals management uses the same drag and drop board idea across multiple sales pipelines. Milestones and deal values feed the sales forecasting view. Gamification badges sit on top to keep reps competing.

Agile CRM Deals Management

3. Marketing Automation

Keap: The Campaign Builder is a visual flowchart for building campaigns. You pick from a broad library of workflow templates or build advanced automations with drag and drop tools. This is the strongest part of the whole keap crm package.

Keap CRM Automation Builder

Agile CRM: Marketing automation covers email, social, and mobile in one workflow canvas. Marketing teams get A/B testing and personalisation for email campaigns. The builder is simpler than Keap’s, which cuts both ways.

Marketing automation for Small business

4. Sales Automation and Lead Management

Keap: Lead management and tracking runs on when-then logic. Automated tasks handle follow-ups and notifications based on customer interactions. Keap customers who use automation report saving 10 hours per week on automated tasks alone.

Keap lead management and tracking

Agile CRM: Sales automation removes manual data entry, follow-ups, and lead scoring. Web forms and lead capture feed straight into the pipeline. It covers the basics well without the depth of Keap’s advanced automations.

Sales Automation

5. Email Marketing

Keap: Email marketing sends hyper-targeted messages based on CRM tags and segments. The platform claims a 99.5% deliverability rate. Broadcasts, nurture sequences, and cross sells all run from the same editor.

Keap EMAIL MARKETING

Agile CRM: Email marketing supports A/B testing and personalisation, and the template editor looks clean. Reviewers call that editor inflexible once you step outside its parameters. Several also report delivery rates dropping over time.

Agile CRM : Web Rules to Engage Your Website Visitors

⚠️ Warning: Email deliverability is the single biggest complaint about Agile CRM. If email marketing drives most of your repeat business, send a real batch during the free trial and check the numbers yourself.

6. Landing Pages and Web Forms

Keap: The landing page builder ships inside the platform. You can publish one landing page or connect multiple landing pages to the same campaign, and each web form drops leads straight into the CRM. Checkout forms turn a landing page into a paid order.

Landing Pages for Keap CRM

Agile CRM: Landing pages and forms exist, but the builder is basic next to Keap’s. Company records group contacts by organisation, which helps B2B sales marketing teams. Most users pair it with a dedicated page tool.

Agile CRM Manage Companies

7. Business Line, Text and Scheduling

Keap: A dedicated business line handles calls and texts from inside the app. Personal and work conversations stay separate. Text and email sit in the same thread on each contact record.

Email Text for Keap CRM

Agile CRM: Built-in telephony covers calls, and the online calendar lets leads book meetings themselves. It syncs with Google Calendar and Outlook. Mobile apps keep the same data available on the road.

Agile CRM Online Calendar

8. AI Tools and Analytics

Keap: Keap AI drafts email copy and suggests automation from plain language prompts. That shortens the gap between an idea and a live campaign. Reporting focuses on sales and marketing performance rather than deep analytics.

Keap AI

Agile CRM: Reports cover deals, calls, and email campaigns, and AI agents for lead scoring and predictive analytics are rolling out through 2026. Reviewers currently rate the reporting tools poorly and call the configuration confusing.

Agile CRM Reports & Analytics

9. Customer Service and Support

Keap: Support runs 24/7 chat, email, and phone support Monday through Friday for U.S. customers. Onboarding adds checklists, videos, and training webinars, plus free on-demand product training and a knowledge base. There is no in person training.

Keap pipeline management

Agile CRM: A built-in helpdesk automates ticketing so you can answer customer queries inside the same tool. Feedback on Agile’s own support is split: some reviewers call it great support, others say answers differ by agent and fixes take up to two weeks.

Agile CRM workflows help manage your customer support

10. Pricing & Cost

This is where the two products separate most sharply.

Plan TierKeapAgile CRM
FreeFree (up to 10 users)
EntryStarter: $8.99
MidRegular: $29.99
Top$299/month (Annually Billed)Enterprise: $47.99

Keap: At $299 per month billed annually, this is a serious commitment for a small business. What you get back is one system instead of five, including e commerce features and payment processing. That maths works once the automation replaces real tools you already pay for.

Agile CRM: The free version and $8.99 Starter tier make this one of the cheapest ways into an ecommerce crm. There is no setup fee and no long contract. The trade-off is reliability, not features.

Different Scenarios

If You Need…ChooseWhy
A free version to startAgile CRM10 free users, no card
Invoicing and payment processingKeapBuilt in, no extra tool
Reliable email at scaleKeapClaims 99.5% deliverability
A helpdesk inside your CRMAgile CRMAutomated ticketing included
Deep advanced automationsKeapCampaign Builder flowcharts
The lowest possible priceAgile CRMFrom $8.99 per user

💰 Your Budget

Keap’s monthly fee only makes sense once automation replaces tools you already pay for. If cash is tight this quarter, Agile CRM costs less than a lunch per user.

🔌 Your Tech Stack

Keap plugs into more than 2,500 platforms, so odd tools usually have a path in. Agile CRM supports third party integrations too, but the catalogue is much shorter.

🛒 Your Business Strategy

If your business strategy leans on selling online, Keap’s checkout and order tools keep e commerce businesses in one system. Service firms without carts will not miss them.

🎓 Your Experience Level

Keap is user friendly enough that many teams finish setup in about 20 minutes. Agile CRM is simpler still, though its depth runs out faster.

🆓 Free Trials and Demos

Keap gives a 14-day free trial with every feature unlocked. Agile CRM’s free plan runs indefinitely for up to 10 users, so you can test longer.

🛟 Support Options

Keap ships onboarding services with a success manager, phone support, and training webinars. If you have ever needed assistance at 2am, the 24/7 chat matters.

Switching Guide

Already running one of them? Here is what changes if you move.

🔄 Switching from Keap to Agile CRM?

✅ What you’ll gain:

  • A far lower bill, starting from a free plan for 10 users
  • A built-in helpdesk for tickets and customer service
  • Sales gamification with leaderboards and badges

❌ What you’ll lose:

  • Invoicing, checkout forms, and native payment processing
  • The Campaign Builder and its library of workflow templates
  • A dedicated success manager and free migration help

📋 How to switch:

  1. Export contacts, tags, and orders from Keap as CSV files
  2. Open a free Agile CRM account and map your custom fields
  3. Rebuild your top three sales campaigns before cancelling Keap
🔄 Switching from Agile CRM to Keap?

✅ What you’ll gain:

  • Stronger email deliverability, claimed at 99.5%
  • A landing page builder, checkout forms, and invoicing in one place
  • Free migration, coaching, and 24/7 chat during the move

❌ What you’ll lose:

  • The free plan and the $8.99 entry price
  • The helpdesk and ticketing workflow
  • Leaderboards and badges for the sales team

📋 How to switch:

  1. Export your contact list and deal history from Agile CRM
  2. Start the 14-day trial and hand the files to the migration team
  3. Rebuild automations in the Campaign Builder, then switch your web form links

What Our Review Didn’t Cover

This comparison focused on small businesses and lean teams. We did not test enterprise SSO, custom API work, or bulk licensing for large employee counts. We also did not measure real-world conversion rates or track how many more leads either tool produced over a full quarter. Our notes reflect the August 2026 versions, and both products change their processes often.

Final Verdict

CategoryWinner
💰 PricingAgile CRM
🚀 Automation DepthKeap
📧 Email MarketingKeap
🛒 E Commerce FeaturesKeap
👶 Ease of UseKeap
🔌 IntegrationsKeap
🎮 Sales Enablement ExtrasAgile CRM
🏆 Overall WinnerKeap

🏆 WINNER: KEAP

Keap wins 5 out of 7 categories.

Best for: e commerce businesses, solopreneurs automating follow-up, and mid-sized companies chasing growth goals

These two products are not really aimed at the same buyer. Keap sells depth, and charges for it. Agile CRM sells breadth at a great price, and asks you to accept some rough edges.

If money is the deciding factor, Agile CRM is the better fit. Its free version alone beats most trial offers, and $8.99 buys a working sales pipeline.

For everyone else, we recommend Keap CRM. It automates more of the sales process, and the built-in commerce tools help increase conversions without a second subscription. That is the takeaway from this Keap review of both tools.

More of Keap Compared

Keap offers a different mix from each of these rivals:

Keap vs GoHighLevel

Keap wins on: onboarding with free migration, cleaner invoicing, 24/7 chat support

GoHighLevel wins on: agency sub-accounts, white labelling, unlimited contacts on flat pricing

Keap vs HubSpot

Keap wins on: native checkout and orders, faster setup for solo owners, one flat platform fee

HubSpot wins on: free entry tier, reporting depth, a far larger app marketplace

Keap vs Pipedrive

Keap wins on: marketing automation, e commerce tools, text and business line handling

Pipedrive wins on: per-seat pricing, pipeline speed, a lighter learning curve for pure sales roles

Keap vs ActiveCampaign

Keap wins on: invoicing and payments, phone and text tools, done-for-you onboarding

ActiveCampaign wins on: cheaper entry plans, deeper email testing, broader template library

More of Agile CRM Compared

Here is how Agile CRM lands against other options in this market:

Agile CRM vs Salesforce

Agile CRM wins on: price per user, faster setup, marketing automation included at entry level

Salesforce wins on: customisation, enterprise governance, a deep bench of certified partners

Agile CRM vs Zendesk

Agile CRM wins on: bundled sales pipeline, lower cost, marketing and service in one login

Zendesk wins on: ticket routing, support reporting, published uptime reliability

Agile CRM vs Freshsales CRM

Agile CRM wins on: gamification, helpdesk bundling, ten free seats instead of three

Freshsales wins on: email delivery consistency, mobile experience, clearer reporting

Agile CRM vs Capsule CRM

Agile CRM wins on: built-in telephony, campaign automation, web engagement tracking

Capsule wins on: interface polish, dependable email sending, simpler contact management

The video below walks through more alternatives in this category.

The Best CRM Tools for Your Needs

Frequently Asked Questions

What is Keap used for?

It organises leads and automates repetitive work for small businesses. The platform covers contacts, follow-up email, invoicing, checkout, and pipeline tracking from a single login.

Is Keap easy to use?

Yes. Many teams finish setup in about 20 minutes. Onboarding adds checklists, videos, webinars, and a success manager, so most owners get running without technical help.

What is Infusionsoft called now?

Infusionsoft is now Keap. The company rebranded to signal its focus on small business automation rather than enterprise software. It is the same product line, renamed.

Is Agile CRM really free?

Yes, for up to 10 users. The free tier covers contacts, deals, and basic tasks. Paid plans start at $8.99 and add automation, helpdesk, and analytics.

What is the number 1 CRM platform?

Salesforce holds the largest market share worldwide. The best crm for you depends on size and budget. Between these two, Keap scores 4.2 against 2.8.

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