⚡ Quick Verdict:
- Pricing: ClickUp starts at $0 with paid plans from $7 per user per month. Keap costs $299/month (Annually Billed).
- Best for: Keap CRM suits sales and marketing automation. ClickUp suits project management and task management.
- Key difference: Keap tracks the customer journey from new lead to payment. ClickUp tracks work across multiple projects.
- Our pick: ClickUp for most teams, because the free forever plan covers an unlimited number of users.
Keap and ClickUp show up on the same shortlist for one odd reason.
Both promise to replace three or four tools you already pay for.
That is where the overlap ends.
Keap is customer relationship management with sales and marketing automation attached.
ClickUp is project management software built to manage tasks and deadlines.
Picking wrong means paying for the half you never touch.
Overview
This Keap vs ClickUp comparison covers pricing, key features, support, and ease of use.
We read both pricing pages, the documentation, and public G2 reviews.
Our writers also spent hands-on time inside each platform.
Those notes sit in the “What Our Team Noticed” sections below.
What is Keap?
Keap is a CRM platform for small businesses that want automation built in.
It was formerly known as Infusionsoft and rebranded around small business automation.
The Keap app holds contacts, email marketing, invoicing and payment processing in one place.
Every contact record sits next to its sales pipeline stage and history.
Keap offers a drag and drop Campaign Builder for building campaigns visually.
Here is a closer look at how the platform works day to day.
Keap
Keap runs your sales process from first web form to paid invoice. Automation, email campaigns, and a sales pipeline sit in one dashboard.
Keap Pricing
Keap sells one all-in-one package rather than a ladder of cheap tiers.
| Plan | Price | Best For |
|---|---|---|
| Keap | $299/month (Annually Billed) | Small businesses running sales and marketing automation together |
| Extra user | $30 per user, per month | Adding a sales team member to the account |
| Expert Coaching | $499 one-time | Guided setup and custom coaching at launch |
Pricing verified August 2026.
💡 Pricing conflict: Our verified figure is $299/month (Annually Billed). Keap’s public page has also listed Lite at $79, Pro at $169, and Max at $199 per month for 500 contacts. Those tiers are contact-capped, so confirm your contact list size before you buy.
Free trial: 14 days with access to all features. No long contract required to start.
Money-back guarantee: Keap does not publish a standard refund window, so cancel before renewal.
📌 Note: Onboarding includes free migration, checklists, videos, and training webinars. Every account also gets a dedicated customer success manager.
⚠️ Warning: The monthly fee climbs once your contacts pass each threshold. Budget for that jump before you import data from an old tool.
Key Benefits of Keap
Here is what makes Keap CRM worth a look for a growing business:
- Automation that saves time: Keap says customers who automate save 10 hours per week. The same group reports a 38% lift in revenue.
- Lead management and scoring: A lead score ranks each prospect by engagement. Use it to score leads and work the hottest ones first.
- Email marketing campaigns: Send hyper-targeted email campaigns using CRM tags and segments. Keap claims a 99.5% deliverability rate.
- Landing page builder: Publish landing pages and a web form for lead capture. Every new lead lands straight in the contact list.
- Invoicing and payment processing: Built-in invoices and checkout forms close the loop. Repeat business is easier to chase.
- Dedicated business line: Calls and texts run through a separate number. Personal and work messages stay apart.
- 2,500+ third party tools: Keap connects to accounting, forms, and checkout apps. Your tech stack stays intact.
What Our Team Noticed
Our writer set up a Keap account and ran a small campaign through it. Here is what stood out from that hands-on time:
Keap Pros & Cons
✅ Pros
- Automates nearly every stage of the sales journey
- Campaign Builder uses drag and drop tools plus ready templates
- Invoicing, checkout forms, and payment processing are built in
- Free migration and a customer success manager on every plan
❌ Cons
- Pricing is steep for entry-level entrepreneurs
- Each extra user adds $30 per month
- No project management or delivery tracking after the sale
What is ClickUp?
ClickUp is a project management platform that holds tasks, docs, and chat together.
Teams plan work, assign tasks, and set a due date in one workspace.
ClickUp includes list, board, calendar, timeline, and Gantt charts for any workflow.
A multi-level hierarchy runs from Spaces down to subtasks.
ClickUp Brain, the built-in ai assistant, tracks workloads and drafts updates.
The walkthrough below shows how the workspace fits together.
🏆 Winner: ClickUp
ClickUp offers a free plan with unlimited users. Paid tiers add time tracking, dashboards, and heavier automation for growing teams.
ClickUp Pricing
ClickUp plans scale per user, so cost tracks headcount rather than contacts.
| Plan | Price | Best For |
|---|---|---|
| Free | $0 | Solo workers and smaller teams testing the tool |
| Unlimited | $7/user/month | Teams that need unlimited storage and guest access |
| Business | $12/user/month | Complex projects, workload views, and advanced automations |
| Enterprise | Custom | Large orgs needing single sign on and HIPAA compliance |
Pricing verified August 2026.
Free trial: 15 days on any paid plan. The free forever tier never expires.
Money-back guarantee: 30 days on all paid plans.
📌 Note: ClickUp’s free plan allows an unlimited number of users but caps custom fields at 100 uses.
⚠️ Warning: Upgrades apply to the entire workspace. You cannot put two people on a paid plan and leave the rest free.
Key Benefits of ClickUp
Here is what pushes ClickUp ahead of most project management tools:
- Free forever plan: The free tier carries unlimited users. Few project management tools match that.
- Views for every workflow: List, kanban board, calendar, timeline, and Gantt charts cover most habits. Switch without rebuilding the project.
- Time tracking and resource management: Native timers log billable hours against estimates. Workload views flag who is buried.
- Automation without code: Over 100 pre-built rules handle repetitive, automated tasks. Custom triggers cover the rest.
- Communication features in one place: Docs, chat, and a whiteboard feature support team communication. Real time editing keeps everyone on one version.
- 1,000+ third party integrations: Slack, Google Drive, and Zoom connect directly. Your existing business software keeps working.
- Dashboards and reports: Custom dashboards track KPIs and project health. Sprint reports and burndown charts serve dev teams.
What Our Team Noticed
Our writer built a real content workspace in ClickUp and ran it for several weeks. Here is what stood out:
ClickUp Pros & Cons
✅ Pros
- Free plan supports an unlimited number of users
- Over 1,000 third party integrations including Google Drive
- List, board, calendar, timeline, and Gantt views on every plan
- 15-day free trial plus a 30-day money-back guarantee
❌ Cons
- The interface overwhelms new users at first
- Time tracking feels clunky next to dedicated timers
- Reporting tools are scattered and hard to find
- No phone support, only chat and a knowledge base
Feature Comparison
These two tools rarely win the same category. The table below shows where each one is strong, then we break down ten areas in detail.
| Feature | Keap | ClickUp |
|---|---|---|
| Starting Price | $299/month (Annually Billed) | $0 free forever plan |
| Free Plan | ❌ | ✅ |
| Customer Relationship Management | ✅ | ❌ |
| Task Management & Gantt Charts | ❌ | ✅ |
| Email Marketing Campaigns | ✅ | ❌ |
| Sales Pipelines & Lead Scoring | ✅ | ❌ |
| Time Tracking | ❌ | ✅ |
| Invoicing & Payment Processing | ✅ | ❌ |
| Third Party Integrations | 2,500+ | 1,000+ |
| Phone Support | ✅ | ❌ |
| Best For | Small businesses automating sales | Teams that manage projects |
1. Core Function: CRM vs Project Management
Keap: The database is built around people, not projects. Each contact record carries tags, custom fields, purchase history, and a place in the sales pipeline. That structure is why Keap CRM sits beside other crm platforms rather than project management tools.
ClickUp: The database is built around work. Workspaces, Spaces, Folders, Lists, and subtasks hold complex projects without extra tools. You can manage projects and manage tasks in the same view, but there is no contact list behind them.
2. Automation Builder
Keap: The Campaign Builder is a visual flowchart for sales campaigns and follow-up. Advanced automations run on when-then logic, so automated actions fire after a form fill or a purchase. Keap automates almost every stage of the sales journey.
ClickUp: Over 100 pre-built rules cover status changes, assignments, and reminders. Custom rules handle the rest without code. The automations move work forward, not buyers, so marketing automations are out of scope here.
3. Sales Pipelines vs Kanban Boards
Keap: Deals move through visual sales pipelines with drag and drop stages. Sales teams see deal value and next steps on one screen. Automation can trigger the moment a card changes stage.
ClickUp: The kanban board tracks tasks through stages instead of deals. Some sales teams do run a pipeline here with custom fields and statuses. It works, though you lose scoring and follow-up email built into a real CRM.
4. Email Marketing vs Team Communication
Keap: Email marketing campaigns segment by tag, purchase, or lead score. Keap claims a 99.5% deliverability rate on messages sent through the platform. Broadcast email campaigns and automated follow-up share the same editor.
ClickUp: There is no outbound email marketing here. What you get instead is internal messaging, comments, and an AI Notetaker that captures meetings. Marketing teams often run campaign planning in ClickUp and send the actual mail elsewhere.
5. Landing Pages vs Ready-Made Templates
Keap: The landing page builder ships with a drag and drop editor and hosting. You can connect multiple landing pages to one dashboard and route every web form into lead capture. That path is how most users pull in more leads and lift conversion rates.
ClickUp: No landing pages, but over 1,000 workflow templates. Forms exist for intake requests, not public lead capture. Templates cover sprints, content calendars, and client onboarding.
6. Lead Management vs Time Tracking
Keap: Lead management ranks each new lead by engagement so reps chase the warmest first. Lead scoring feeds the sales process and helps increase conversions. There is no time tracking for delivery work afterwards.
ClickUp: Native timers and manual logging track billable hours against estimates. Workload views support resource management across multiple projects. Our writer found the timers usable but fiddly compared with a dedicated tracker.
7. AI Assistants: Keap AI vs ClickUp Brain
Keap: Keap AI drafts email copy and suggests automation from plain language prompts. It sits inside the editor, so the output lands in the campaign you are already building. The focus is copy and sales automation, nothing else.
ClickUp: ClickUp Brain answers questions about your own workspace. It summarises threads, writes updates, and reports time spent on complex tasks. It reads project data, not customer data.
8. Text Messaging vs Calendar and Scheduling
Keap: A dedicated business line handles calls and texts inside the same record. Appointment booking links sit next to email, so follow-up never leaves the app. Mobile apps carry the same inbox.
ClickUp: The ClickUp Calendar pulls tasks and meetings into one timeline. Drag a task onto a slot and the due date updates. Mobile apps add an offline mode for capturing new tasks.
9. Reporting and Search
Keap: Pipeline management reports show deal value, stage age, and campaign performance. The numbers answer revenue questions, which is what a business strategy review needs. Reporting depth is thinner than a full analytics tool.
ClickUp: Enterprise Search looks across tasks, docs, and connected apps at once. Custom dashboards track KPIs and team capacity in real time. The catch is that reporting tools sit in several places, so new users hunt for them.
⚠️ Warning: Neither tool replaces the other. Agencies often run Keap for sales and ClickUp for delivery, then connect the two through a third party automation app.
10. Pricing & Cost
Cost is where the gap gets loud. One charges per contact base, the other per user.
| Plan | Keap | ClickUp |
|---|---|---|
| Free | ❌ (14-day free trial only) | $0 |
| Entry paid plan | $299/month (Annually Billed) | Unlimited: $7/user/month |
| Mid tier | — | Business plan: $12/user/month |
| Top tier | — | Enterprise plan: Custom |
| Extra seat | $30 per user, per month | Included in the per-seat price |
Keap: The verified price is $299/month (Annually Billed), and Expert Coaching adds $499 once. That is expensive for a solo founder and reasonable for a business already paying for a CRM, an email tool, and a checkout tool separately.
ClickUp: The unlimited plan at $7 per user and the business plan at $12 per user stay cheap until headcount grows. A five-person team on Business pays $60 a month. Every paid plan is priced per seat, so cost rises with each team member.
Different Scenarios
| If You Need… | Choose | Why |
|---|---|---|
| The lowest monthly fee | ClickUp | Free forever tier, then $7 per user |
| Email marketing and follow-up | Keap | Campaigns, tags, and broadcasts built in |
| Task management for a team | ClickUp | Views, workloads, and time tracking |
| Invoicing and payment processing | Keap | Checkout forms and invoices included |
| A tool for one person | ClickUp | Solo workers stay on the free plan |
| Phone support | Keap | Weekday phone lines for U.S. customers |
💰 Your Budget
Keap asks for $299/month (Annually Billed) before you send a single email. ClickUp costs nothing to start, so cash-tight teams get an easy answer here.
🔌 Your Tech Stack
Keap links to more than 2,500 platforms, mostly payment, forms, and accounting apps. ClickUp connects to over 1,000 work tools including Slack, Zoom, and Google Drive.
📈 Your Growth Goals
If growth goals depend on more leads and repeat business, Keap features map to that directly. If they depend on shipping client work faster, ClickUp fits business operations better.
🎓 Your Experience Level
Keap is user friendly enough that some accounts are running in about 20 minutes. ClickUp’s features are wide, and G2 reviews often call the interface overwhelming at first.
🆓 Free Trials and Demos
Keap gives 14 days with every feature unlocked. ClickUp gives 15 days on paid plans plus a 30-day refund window, so you can test with real work.
🛟 Support Options
Keap runs 24/7 chat, email, and weekday phone support, plus a success manager. ClickUp offers 24/7 chat and a knowledge base, but you meet a bot first.
Switching Guide
Already paying for one of them? Here is what changes if you move.
🔄 Switching from Keap to ClickUp?
✅ What you’ll gain:
- A far lower bill, starting at zero
- Real task management with workloads and time tracking
- Docs, whiteboards, and chat in the same workspace
❌ What you’ll lose:
- Email marketing, lead scoring, and the customer database
- Invoicing, checkout forms, and the business line
- Landing pages and hosted lead capture forms
📋 How to switch:
- Export contacts and deals from Keap as CSV files
- Pick a separate email tool for your campaigns first
- Create a ClickUp workspace and import data into a List
🔄 Switching from ClickUp to Keap?
✅ What you’ll gain:
- Sales and marketing automation in one system
- Contact history, lead scoring, and pipeline reporting
- Free migration plus a dedicated success manager
❌ What you’ll lose:
- Gantt, board, and calendar views for delivery work
- Time tracking, dashboards, and workload planning
- The free tier and per-seat pricing
📋 How to switch:
- Export your ClickUp lists and any client contact fields
- Start the 14-day Keap trial and request free migration
- Rebuild your first campaign with the success manager
What Our Review Didn’t Cover
This comparison focused on small businesses and small teams. We did not test Keap plans at high contact volumes, and we did not audit ClickUp plans at the Enterprise level, where single sign on and user permissions matter most. Custom API work, HIPAA setups, and agency reseller pricing sit outside what we checked. Both vendors ship new features often, so re-check pricing pages before you commit.
Final Verdict
| Category | Winner |
|---|---|
| 💰 Pricing | ClickUp |
| 🆓 Free Plan | ClickUp |
| 🚀 Work and Task Management | ClickUp |
| 📊 Reporting and Dashboards | ClickUp |
| 🤖 AI Assistant | ClickUp |
| 👶 Ease of Use | Keap |
| 📣 Marketing Automation | Keap |
| 🎯 Customer Data and Sales | Keap |
| 🛟 Support | Keap |
| 🏆 Overall Winner | ClickUp |
🏆 WINNER: CLICKUP
ClickUp wins 5 out of 9 categories.
Best for: Agencies, product teams, freelancers, and any group that needs to view tasks and deadlines in one place.
ClickUp takes the overall win on price and range. A team can start free, keep the essential features, and pay only when headcount grows.
Keap wins the categories that decide revenue. If your bottleneck is follow-up rather than delivery, the extra spend buys back real hours.
Pick Keap if you sell to a list and need automation to save time on follow-up. Pick ClickUp if you already have customers and need to get the work done.
More of Keap Compared
Here is how Keap holds up against the CRM tools buyers usually shortlist beside it:
Keap wins on: Built-in invoicing, a dedicated business line, and cheaper access to full automation.
HubSpot wins on: A genuinely usable free tier, deeper reporting, and a much larger app marketplace.
Keap wins on: Cleaner onboarding, phone support for U.S. accounts, and a calmer interface for non-marketers.
GoHighLevel wins on: Agency sub-accounts, white labelling, and unlimited client workspaces on one bill.
Keap wins on: Marketing automation, landing pages, and payment collection inside the same account.
Pipedrive wins on: Entry price, faster pipeline setup, and a lighter feel for pure sales teams.
More of ClickUp Compared
And here is how it lands against the other project management platforms:
ClickUp vs Monday.com
ClickUp wins on: Value per seat, a free tier with unlimited users, and native docs plus whiteboards.
Monday.com wins on: A gentler learning curve, tidier board design, and quicker setup for non-technical staff.
ClickUp vs Asana
ClickUp wins on: Built-in time tracking, more view types, and cheaper mid-tier pricing.
Asana wins on: Interface polish, steadier performance at scale, and clearer permission controls.
ClickUp vs Trello
ClickUp wins on: Dashboards, dependencies, and hierarchy for work that outgrows a single board.
Trello wins on: Speed to first board, simplicity for two-person teams, and a lower cognitive load.
Frequently Asked Questions
What is Keap used for?
Keap is used to store customer data and automate follow-up. Small businesses run email campaigns, sales pipelines, invoices, and appointment booking from one account.
What is ClickUp used for?
ClickUp is used to plan and track work. Teams assign tasks, set deadlines, log hours, and keep docs and chat beside the project.
Is ClickUp actually free?
Yes. The free tier is permanent and supports unlimited users. Limits apply to custom field uses, storage, and advanced dashboards, so heavy teams eventually upgrade.
Is Keap easy to use?
Mostly yes. Basic setup can take about 20 minutes, and every account gets a success manager. Deep automation still takes practice to build well.
Which is the best CRM choice here, Keap or ClickUp?
Keap, because ClickUp is not a CRM. ClickUp wins overall on price and work management, but only Keap tracks leads, campaigns, and payments properly.
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