⚡ Quick Verdict:
- Pricing: Keap is $299/month (Annually Billed). Copper CRM starts at $9/seat/month.
- Best for: Keap for sales and marketing automation in one dashboard. Copper CRM for teams living inside Google Workspace.
- Key difference: Keap includes email marketing, landing pages, and invoicing. Copper is a sales CRM that runs inside your Gmail inbox.
- Our pick: Keap, based on breadth of automation. Keap CRM editor’s rating is 4.2 against 3.5 for Copper.
Keap and Copper CRM both call themselves customer relationship management tools for small businesses.
That is where the similarity stops.
Keap bundles CRM, email marketing, and sales automation into one platform.
Copper is a sales CRM that lives inside Gmail and Google Calendar.
One replaces four tools. The other removes manual data entry from the tool you already use.
Overview
This Keap vs Copper CRM comparison covers pricing, key features, and daily ease of use.
We also break down which sales teams each CRM software actually fits.
Our sources include published specs, vendor documentation, and G2 reviews.
Our writers also spent hands-on time inside both CRM platforms.
Those notes appear in the “What Our Team Noticed” sections below.
What is Keap?
Keap is a customer relationship management and marketing automation platform for small business owners.
It was formerly known as Infusionsoft. The rebrand reflected a tighter focus on small business automation.
The Keap app combines CRM, email marketing, e commerce, and sales automation in one dashboard.
You get a sales pipeline, lead capture forms, and a landing page builder.
Built-in invoicing and payment processing integrations mean fewer third party tools in your stack.
Keap also gives you a dedicated business line for calls and texts.
Here is a walkthrough of how the platform works day to day.
🏆 Winner: Keap
Keap runs your CRM, email campaigns, and checkout forms from one login. Customers who automate report saving 10 hours per week.
Keap Pricing
Keap plans are priced per contact list size, not per feature tier.
| Plan | Price | Best For |
|---|---|---|
| Keap (all features) | $299/month (Annually Billed) | Small businesses replacing three or four separate tools |
| Additional user | $30/month per user | Growing sales teams sharing one contact record |
| Expert Coaching | $499 one-time | Owners who want guided setup and custom coaching |
Pricing verified August 2026.
Free trial: 14 days with access to all features, so you can test advanced automations before paying a monthly fee.
Money-back guarantee: Keap does not publish a blanket refund window. The trial is your risk-free test period.
📌 Note: Onboarding includes free migration and a dedicated customer success manager. Keap offers free on-demand product training, a knowledge base, and training webinars at no extra cost.
⚠️ Pricing conflict: Our data file lists $299/month (Annually Billed), and that is the figure we use in every table here. Keap’s public pricing page shows three named tiers instead: Lite from $79/month, Pro from $169/month, and Max from $199/month, each for 500 contacts. The gap comes from contact volume, since the price climbs sharply once you pass each contact threshold. Check your own contact count before you commit.
Key Benefits of Keap
Here is what makes Keap worth the higher price for some small business owners.
- Time back every week: Keap customers who use automation report saving 10 hours per week and a 38% increase in revenue.
- Campaign Builder: A visual flowchart tool for building campaigns using when-then logic. Templates and drag and drop tools keep it approachable.
- Email marketing campaigns: Hyper-targeted email campaigns based on CRM tags and segments. Keap claims a 99.5% deliverability rate.
- Money in one place: Built-in invoicing, checkout forms, and payment processing support e commerce businesses without a separate cart.
- Lead scoring: A lead score rates each prospect by engagement level so your sales team works the hottest new lead first.
- Third party integrations: Keap connects with more than 2,500 platforms and tools, including most payment gateways.
- Support when you are stuck: 24/7 chat, email, and phone support Monday to Friday for U.S. customers.
What Our Team Noticed
Our writer set up a Keap account and built two sales campaigns from scratch. Here is what stood out during that hands-on time:
Keap Pros & Cons
✅ Pros
- Automates almost every stage of the sales journey, from lead capture to repeat business
- Replaces several tools by holding CRM, marketing, sales, and project management in one system
- Setup takes as little as 20 minutes, with free migration included
- Integrates with more than 2,500 platforms and tools
- Built-in invoicing and payment processing for e commerce features
❌ Cons
- Pricing is high enough to deter brand new small businesses
- Cost climbs steeply once your contact list passes each threshold
- The $499 Expert Coaching fee is a real barrier for solo owners
- The user community is not very active when you want peer answers
What is Copper CRM?
Copper CRM is a sales CRM built specifically for Google Workspace, formerly G Suite.
It launched in 2012 as a Gmail extension that killed manual data entry.
A Chrome extension puts contact management and deals inside your Gmail inbox.
You can create leads, people, companies, and tasks directly from Gmail and Google Calendar.
Copper’s integration syncs emails, meetings, and contact data automatically.
The company claims over 30,000 CRM customers worldwide, including Google itself.
This review video shows the Google Workspace integration in action.
Copper CRM
Copper turns Gmail into a sales CRM. Records fill themselves from your email, so sales reps stop typing notes twice.
Copper CRM Pricing
Copper CRM pricing is per seat, so cost scales with headcount rather than contacts.
| Plan | Price | Best For |
|---|---|---|
| Starter | $9/seat/month | Solo users organizing contacts only |
| Basic | $23/seat/month | Small teams managing up to 2,500 contacts |
| Professional | $59/seat/month | Sales teams importing up to 15,000 contacts |
| Business | $99/seat/month | Teams needing email sequence and website tracking |
Pricing verified August 2026.
Free trial: 14 days, no credit card needed to start testing the Gmail extension.
Money-back guarantee: None published. Annual plans are prepaid, so test during the trial.
📌 Note: The rates above are the annual figures. If you pay monthly instead, Copper’s published rates rise to roughly $29, $69, and $134 per seat for Basic, Professional, and Business.
⚠️ Warning: The entry-level Starter plan has limited features and no pipeline, so it only organizes contacts. Email sequence tools sit behind the Business tier, and each step up is a steep jump for a small team.
Key Benefits of Copper CRM
Here is where Copper earns its place for Google-first companies.
- Google Workspace integration: Copper is the only CRM built for Google Workspace. It reads Gmail, Google Calendar, Google Drive, Google Docs, and Google Sheets.
- No manual data entry: Records populate themselves from Gmail, so new contacts appear without typing.
- Familiar interface: The layout mirrors Google products, which speeds up onboarding for anyone already using them.
- Custom reporting: Build your own sales reports from Copper data and easily track deal stages.
- Email tracking: See when someone opened an email and what they clicked, then reuse email templates for consistency.
- Friendly API: Copper’s API is powerful and easy to build against compared with other CRM tools.
- Security basics covered: Data encryption, two-factor authentication, and compliance with Google’s security standards.
What Our Team Noticed
Our writer installed the Chrome extension and worked deals from the Gmail inbox for several days. Here is what stood out:
Copper CRM Pros & Cons
✅ Pros
- Google Workspace integration that no other CRM matches natively
- Automatically populates records with data from Gmail, cutting manual data entry
- Interface feels familiar to anyone using Google products, so adoption is fast
- Transparent pricing with no hidden customization or developer costs
❌ Cons
- Cannot be used natively by companies on Microsoft 365
- Marketing functionality runs through Outfunnel and feels clunky
- Contact management has been reported as unreliable, including disappearing contact information
- Lacks the advanced capabilities larger companies need as they scale
Feature Comparison
These two CRM platforms overlap less than the category name suggests. We compared nine core areas plus price, using each vendor’s own documentation and feature pages.
| Feature | Keap | Copper CRM |
|---|---|---|
| Starting Price | $299/month (Annually Billed) | $9/seat/month |
| Free Plan | ❌ (14-day trial) | ❌ (14-day trial) |
| Marketing Automation | ✅ | ❌ (via Outfunnel) |
| Landing Page Builder | ✅ | ❌ |
| Invoicing and Payment Processing | ✅ | ❌ |
| Google Workspace Integration | ❌ (third party) | ✅ Native |
| Lead Scoring | ✅ | ✅ |
| Sales Pipelines | ✅ | ✅ (paid tiers) |
| Project Management | ✅ | ✅ |
| Best For | Automating the full customer journey | Sales teams working from Gmail |
1. Automation Builder
Keap: The Campaign Builder is a visual flowchart for automated actions. You pick a trigger, then chain automated tasks behind it using when-then logic. A broad library of workflow templates covers common sales campaigns, and drag and drop tools let you build advanced automations on top.
Copper CRM: Workflow automation removes repetitive data entry and can automate tasks like stage changes and assignment. It is competent housekeeping automation, not campaign automation. There is no flowchart canvas for mapping a full customer journey.
2. CRM and Contact Management
Keap: Every contact record holds tags, custom fields, purchase history, and appointment data. Keeping customer data and processes in one system is the point, and it cuts the chaos of juggling spreadsheets. Contact management is the base layer that automation runs on.
Copper CRM: Records build themselves from Gmail, which is the strongest argument for the product. The catch is reliability. Some users have reported glitches with contact management, including contact information disappearing from records.
⚠️ Warning: Copper cannot be used natively by companies on Microsoft 365. If half your team lives in Outlook, this alone decides the comparison.
3. Email Marketing
Keap: This is a full email marketing platform, not an add-on. You send bulk emails and segmented email marketing campaigns based on CRM tags. Keap claims a 99.5% deliverability rate on mail sent through the platform.
Copper CRM: Copper sends automated emails one-off, and an email sequence is restricted to the Business tier. Mail goes out from your own Google Workspace account, which reads as personal but counts as transactional mail with no unsubscribe option. Reusable email templates keep replies consistent.
4. Email, Text, and Business Line
Keap: A dedicated business line handles calls and texts, so personal and professional numbers stay separate. Email follow-ups and notifications fire automatically based on customer interactions. Mobile apps keep the same thread available on the road.
Copper CRM: There is no built-in phone number. The mobile app logs calls and texts automatically and shows all contact activity for a client. Automated tasks handle the follow-up reminders instead.
5. Landing Pages and Lead Capture
Keap: The landing page builder ships with the platform. You can build multiple landing pages, drop a web form on each, and connect multiple landing pages to different automation sequences. Checkout forms turn the same page into a sales page for e commerce tools.
Copper CRM: Copper has no page builder at all, so you cannot publish even one landing page from it. Lead capture happens through web forms in other tools, then imports. The Import Data flow handles spreadsheets and other CRM exports.
6. Sales Pipeline
Keap: The sales pipeline gives a visual view of every open deal. Stage moves can trigger automation, so the sales process pushes itself forward. That link between pipeline and marketing automation is the part Copper cannot copy.
Copper CRM: Customizable sales pipelines track opportunities and projects across stages. You can create pipelines for different products and run multiple pipelines side by side. Note that the Starter plan has no pipeline at all.
7. Lead Management and Lead Scoring
Keap: Lead scoring rates each prospect by engagement level, so you can score leads before anyone picks up the phone. Sales teams work the hottest names first, which is how lead management is supposed to increase conversions. Automated follow-up then chases the rest.
Copper CRM: Copper has lead scoring plus email open and click tracking, so you can see which new lead is warming up. Activity tracking shows every touch on a record. Scoring here informs the rep; it does not launch a campaign.
8. AI Tools and Reporting
Keap: Keap AI drafts email copy and suggests automation from plain language prompts. For a small business owner staring at a blank campaign, that shortens the first draft considerably. Reporting covers pipeline value and campaign performance.
Copper CRM: Custom reporting lets you build your own sales reports from Copper data, and results export cleanly to Google Sheets. Website tracking sits on the higher tiers. Reporting is Copper’s strongest non-Gmail feature.
9. Project Management and Integrations
Keap: Pipeline management doubles as light project management for delivery work after the sale. Keap connects with more than 2,500 platforms and tools, so third party integrations rarely block a workflow. Payment gateways plug straight into invoicing.
Copper CRM: Project pipelines let you manage projects alongside deals, which suits agencies. The API is friendly enough that custom builds are realistic. Marketing tools come from outside, mainly Outfunnel, and that hand-off is where the experience gets clunky.
10. Pricing & Cost
Here are the two pricing models side by side. They are not directly comparable, since Keap charges by contact volume and Copper charges per seat.
| Tier | Keap | Copper CRM |
|---|---|---|
| Entry | — | Starter: $9/seat/month |
| Core | $299/month (Annually Billed) | Basic: $23/seat/month |
| Mid | — | Professional: $59/seat/month |
| Top | — | Business: $99/seat/month |
| Extra user | $30/month per user | Included in seat price |
| Onboarding | $499 Expert Coaching (one-time) | Self-serve |
Keap: The monthly fee looks steep next to a per-seat CRM. It stops looking steep when you cancel a separate email platform, page builder, and invoicing app. For entry-level entrepreneurs, though, this is real money before the first sale lands.
Copper CRM: Nine dollars a seat looks cheap until you notice the Starter plan has no pipeline. Realistically you land on the Professional plan at $59 per seat, which for five sales reps is $295 per month. Paid monthly instead of annually, the rates climb again.
💡 Pro Tip: Copper’s pricing is often called expensive for what it does, and Keap’s is called expensive full stop. Price both against the tools you would cancel, not against each other.
Different Scenarios
| If You Need… | Choose | Why |
|---|---|---|
| Lowest entry price | Copper CRM | Starts at $9 per seat |
| Marketing automation | Keap | Campaign Builder plus email |
| A Gmail-native CRM | Copper CRM | Runs inside your inbox |
| Invoicing and checkout | Keap | Payments built in |
| Microsoft 365 shop | Keap | Copper needs Google Workspace |
| Landing pages | Keap | Copper has no page builder |
💰 Your Budget
Copper wins on the sticker price and Keap wins on tools replaced. Count what you already pay for email, pages, and invoicing before you call either one expensive.
🔌 Your Tech Stack
If your company runs on Google Workspace, Copper drops into the stack you already know. If you run Microsoft 365 or a mixed setup, Copper is off the table.
📈 Your Business Strategy
Chasing more leads and better conversion rates points to Keap, where marketing automations feed the pipeline. Servicing existing clients and tracking projects points to Copper.
🎓 Your Experience Level
Copper is the more user friendly first CRM because it looks like Gmail. Keap asks more of you up front, though setup can take as little as 20 minutes with the guided checklists.
🆓 Free Trials and Demos
Both give you 14 days. Import a real contact list rather than sample data, then run one live sequence to see which fits your growth goals.
🛟 Support Options
Keap gives every plan a customer success manager, plus 24/7 chat and weekday phone support for U.S. customers. When our writer needed assistance inside Copper, self-serve docs did most of the work.
Switching Guide
Already on one of these? Here is what changes if you move.
🔄 Switching from Keap to Copper CRM?
✅ What you’ll gain:
- A CRM that lives in your Gmail inbox instead of a separate tab
- A much lower per-seat cost for small sales teams
- Automatic syncing of emails, meetings, and contact data
❌ What you’ll lose:
- The Campaign Builder and every advanced automation you built in it
- Landing pages, checkout forms, and built-in invoicing
- Your dedicated business line for calls and texts
📋 How to switch:
- Export contacts, tags, and notes from Keap as CSV files
- Start a Copper trial with the Google account your team already uses
- Import the CSV, map custom fields, then rebuild pipelines by hand
🔄 Switching from Copper CRM to Keap?
✅ What you’ll gain:
- Real marketing automation that drives cross sells and repeat business
- A landing page builder, web forms, and payment processing in one place
- Free migration and a customer success manager during setup
❌ What you’ll lose:
- Native Google Workspace integration and the Chrome extension
- Records that fill themselves from Gmail with zero typing
- A cheap entry price for extra seats
📋 How to switch:
- Export people, companies, and opportunities from Copper
- Book the free migration session included with your Keap onboarding
- Rebuild your sales pipeline, then switch on one campaign at a time
What Our Review Didn’t Cover
We focused on small businesses and small sales teams. We did not test bulk seat licensing, custom API builds, or how either CRM behaves past 50,000 contacts. Keap features change often, so our standalone Keap review and our Copper walkthrough go deeper on individual screens. If you run a regulated business with strict data residency rules, verify compliance directly with each vendor.
Final Verdict
| Category | Winner |
|---|---|
| 💰 Pricing | Copper CRM |
| 🚀 Automation | Keap |
| 📧 Email Marketing | Keap |
| 🎯 Lead Management | Keap |
| 👶 Ease of Use | Copper CRM |
| 🔌 Integrations | Keap |
| 📊 Reporting | Copper CRM |
| 🏆 Overall Winner | Keap |
🏆 WINNER: KEAP
Keap wins 4 of 7 categories and holds the higher rating at 4.2 against 3.5.
Best for: Sales and marketing automation, e commerce businesses, solopreneurs who need one dashboard instead of five tabs
We recommend Keap CRM for most small business owners because it does more than store names. It runs the follow-up, the email campaigns, and the invoice, which is where revenue actually leaks.
Copper CRM is the better pick in one specific case, and it is a common one. If your team lives in Gmail and you want a sales CRM that stops manual data entry, Copper is the cleaner fit and the cheaper one.
Neither is the best CRM in the abstract. Keap is the better platform. Copper is the better inbox.
More of Keap Compared
Here is how Keap features hold up against three close rivals.
Keap wins on: Built-in invoicing and checkout, a business line for calls and texts, flat pricing without seat-by-seat upsells
HubSpot wins on: A usable free tier, deeper reporting dashboards, a far larger app marketplace
Keap vs ActiveCampaign
Keap wins on: Payments and e commerce inside the CRM, guided onboarding with free migration, appointment booking
ActiveCampaign wins on: Cheaper entry pricing, finer email segmentation controls, stronger deliverability reporting
Keap wins on: A calmer interface for non-technical owners, hands-on coaching, a more predictable upgrade path
GoHighLevel wins on: White-label resale for agencies, unlimited sub-accounts, bundled call tracking
More of Copper CRM Compared
Copper competes with other CRMs aimed at small sales teams. This video runs through the closest alternatives.
Copper CRM vs Pipedrive
Copper wins on: Native Gmail and Google Calendar sync, zero-typing record creation, a lighter learning curve for Google shops
Pipedrive wins on: Pipeline depth at lower tiers, works with Outlook as well as Gmail, better forecasting views
Copper wins on: Faster setup inside Google Workspace, cleaner activity tracking, a friendlier API for custom builds
Insightly wins on: Stronger project delivery features, built-in marketing without a third party, broader admin controls
Copper wins on: Google-first design, automatic email and meeting sync, simpler day-one navigation
Freshsales wins on: A free starting tier, built-in phone and chat, AI deal scoring at lower cost
Frequently Asked Questions
What is Keap used for?
Keap is used to organize leads and automate follow-up for small businesses. It handles CRM, email marketing, landing pages, invoicing, and payment collection from a single account.
What is Copper CRM used for?
Copper is used as a sales CRM inside Google Workspace. Teams track deals, log activity, and manage contacts without leaving Gmail, since records fill from email automatically.
Is Keap easy to use?
Mostly yes. Basic setup can take about 20 minutes with the guided checklist, and templates cover common workflows. Building custom automation from scratch takes longer to learn.
Does Copper CRM work with Outlook?
Not natively. Copper is built around Google Workspace, so Microsoft 365 companies cannot get the same inbox experience. Basic email logging is possible, but the core value disappears.
What are the limitations of Keap?
Cost is the main one. Pricing scales with contact volume and gets steep quickly. The peer community is quiet, and the $499 coaching fee adds to the first-year total.
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