⚡ Quick Verdict:
- Pricing: Keap starts at $299/month vs Copper CRM at $9/seat/month
- Best for: Keap for marketing automation and payments; Copper CRM for Google Workspace teams
- Key difference: Keap is an all-in-one CRM with email marketing and invoicing; Copper lives inside Gmail
- Our pick: Keap for most small businesses needing automation, sales, and marketing in one place
Keap and Copper CRM both claim to help small businesses manage customer data.
But they solve very different problems.
Keap is built for businesses that want automation, email marketing, and payment processing in one place.
Copper is built for teams that live inside Google Workspace and want a CRM with zero manual data entry.
The right pick depends on how your business runs.
Overview
This comparison covers pricing, features, ease of use, and automation for both CRM tools.
Our sources include published documentation, pricing pages, and user reviews from G2.
Keap vs Copper CRM both tools offer free trials, so you can test them before committing.
By the end, you’ll know which CRM fits your business operations best.
What is Keap?
Keap (formerly Infusionsoft) is an all-in-one CRM and marketing automation platform.
It’s built for small businesses that need to manage sales, marketing, and payments together.
The platform includes a visual campaign builder, email marketing, SMS, landing pages, and e-commerce tools.
It also has a built-in AI tool for writing marketing copy.
Keap is a strong fit for service-based businesses that want to automate follow-ups, invoicing, and lead management in one system.
Keap
Keap is an all-in-one CRM for small businesses. It combines contact management, email marketing, invoicing, and sales automation in a single platform.
Keap Pricing
Here’s what Keap costs in 2026.
| Plan | Price | Best For |
|---|---|---|
| Keap | $299/month (Annually Billed) | Small businesses needing full CRM + automation |
Pricing verified April 2026.
Free trial: Yes — 14-day free trial available, no credit card required.
Money-back guarantee: Keap does not advertise a standard money-back guarantee. Contact support for refund details.
📌 Note: Additional users can be added for $39/month each. Keap has historically required a one-time onboarding fee, so confirm current onboarding costs before signing up.
⚠️ Warning: Keap’s pricing is on the higher end for small businesses. The onboarding fee has ranged from $499 to over $1,500 historically. Ask about current fees before committing.
Key Benefits of Keap
Here’s what makes Keap worth considering:
- Advanced Automation: Keap’s visual campaign builder lets you trigger complex sequences based on client actions. You can automate follow-ups, payment reminders, and lead nurturing without manual work.
- Built-in Payments: Keap includes native invoicing and payment collection tools. You can send quotes, collect payments, and track revenue without a third-party payment app.
- Email Marketing & SMS: Keap lets you create and send email campaigns and text messages directly from the CRM. You don’t need a separate email marketing tool.
- E-Commerce Features: Keap supports online sales with order forms, product pages, and payment processing. This is useful for businesses selling services or digital products.
- Landing Pages: You can build landing pages directly inside Keap. This keeps your marketing and sales data connected in one system.
- Keap AI: The built-in AI tool helps write marketing copy for campaigns and emails. It speeds up content creation for small teams with limited resources.
What Our Team Noticed
Our writer signed up for Keap and spent time exploring its automation and CRM features. Here’s what stood out:
Keap Pros & Cons
✅ Pros
- Powerful all-in-one marketing and sales automation
- Built-in invoicing and payment processing
- Email marketing and SMS included in the platform
- E-commerce and landing page tools built in
- AI writing tool for marketing campaigns
❌ Cons
- Steep learning curve for new users
- Higher starting price compared to most CRMs
- No free version — only a 14-day trial
- Onboarding fees can add significant upfront cost
What is Copper CRM?
Copper CRM is a Google Workspace-native CRM built for teams that work in Gmail every day.
It automatically captures contacts, email threads, files, and meetings from Gmail and Google Calendar.
There’s no manual data entry — Copper pulls customer data directly from your inbox.
It also includes visual sales pipelines, automated lead enrichment, and project management tools.
Copper is a strong fit for consulting firms, creative agencies, and any team running their business through Google Workspace.
Copper CRM
Copper CRM lives inside Google Workspace. It captures contacts and emails automatically, so your team spends less time on data entry and more time on deals.
Copper CRM Pricing
Here’s what Copper CRM costs in 2026.
| Plan | Price | Best For |
|---|---|---|
| Starter | $9/seat/month | Very small teams getting started |
| Basic | $23/seat/month | Small teams needing core CRM features |
| Professional | $59/seat/month | Growing teams needing full automation |
| Business | $99/seat/month | Larger teams needing advanced reporting |
Pricing verified April 2026.
Free trial: Yes — 14-day free trial available.
Money-back guarantee: Copper does not advertise a standard money-back guarantee. Check their terms before subscribing.
📌 Note: Copper’s per-seat pricing means costs grow as your team grows. Most sales teams find the Professional plan at $59/seat/month hits the right balance of features and price.
⚠️ Warning: Copper requires a Google Workspace account to function. If your team doesn’t use Gmail and Google Calendar, Copper will not be a good fit.
Key Benefits of Copper CRM
Here’s what makes Copper CRM worth considering:
- Gmail-Native CRM: Copper lives inside Gmail through a Chrome extension. Your team manages deals, contacts, and tasks without leaving their inbox.
- Zero Manual Data Entry: Copper automatically captures contacts, email threads, files, and meetings. It connects them to the correct contact records without any manual input.
- Google Workspace Sync: Copper syncs directly with Google Calendar, Drive, and Docs. Teams already using G-Suite get a CRM that fits naturally into their existing workflow.
- Visual Sales Pipelines: Copper provides drag-and-drop pipeline views for tracking deals and opportunities. The interface is clean and requires very little training.
- Project Management Tools: Copper includes native project and task management. This makes it a practical choice for agencies and consulting firms managing ongoing client work.
- Affordable Entry Point: Starting at $9/seat/month, Copper is much more affordable than Keap for small teams. The per-seat model also scales predictably as you grow.
What Our Team Noticed
Our writer signed up for Copper CRM and explored it within their Google Workspace environment. Here’s what stood out:
Copper CRM Pros & Cons
✅ Pros
- Excellent Gmail and Google Workspace integration
- Automatic contact capture — no manual data entry
- Intuitive interface with low training requirements
- Built-in project management for agencies
- More affordable entry point than Keap
❌ Cons
- Requires Google Workspace — not usable without Gmail
- Limited native marketing automation compared to Keap
- Fewer third-party integrations than other CRMs
- No built-in invoicing or payment processing
Feature Comparison
Let’s break down how Keap and Copper CRM compare across the features that matter most.
| Feature | Keap | Copper CRM |
|---|---|---|
| Starting Price | $299/month | $9/seat/month |
| Free Plan | ❌ | ❌ |
| Free Trial | ✅ 14 days | ✅ 14 days |
| Email Marketing | ✅ | ❌ (basic only) |
| Marketing Automation | ✅ Advanced | ✅ Basic |
| Google Workspace Integration | ✅ Partial | ✅ Deep/Native |
| Built-in Payments | ✅ | ❌ |
| Landing Pages | ✅ | ❌ |
| E-Commerce | ✅ | ❌ |
| Project Management | ❌ | ✅ |
| AI Writing Tool | ✅ | ❌ |
| Best For | Marketing automation + payments | Google Workspace teams |
1. Automation Builder
Keap: Keap’s automation builder uses a visual drag-and-drop interface to create multi-step campaigns. You can trigger sequences based on specific client actions — like form submissions, purchases, or email opens. This makes it possible to automate complex sales and marketing workflows without writing any code.
Copper CRM: Copper offers workflow automation focused on task management and follow-up reminders. It can automatically create tasks when deals move stages or contacts are added. The automation is more basic than Keap’s and doesn’t cover full marketing campaign sequences.
2. Google Workspace Integration
Keap: Keap integrates with Gmail and Google Calendar, but it operates as a standalone platform. You’ll manage most of your CRM work inside Keap’s own interface rather than from your inbox.
Copper CRM: Copper is built specifically to live inside Google Workspace. Its Chrome extension embeds directly into Gmail, so you can view contact records, update deals, and manage pipelines without leaving your inbox. It also syncs with Google Calendar and Drive automatically.
⚠️ Warning: If your team doesn’t use Google Workspace as its primary tool, Copper’s core advantage disappears. Keap makes more sense for teams using Outlook, HubSpot, or other non-Google tools.
3. Email Marketing
Keap: Keap includes a full email marketing suite. You can build campaigns, segment contacts, schedule broadcasts, and track performance — all from the same platform where you manage your CRM. It also supports SMS alongside email.
Copper CRM: Copper includes email templates for faster outreach, but it doesn’t have a built-in email marketing suite. For broadcast campaigns or drip sequences, you’d need to connect a separate tool like Mailchimp or Campaign Monitor.
4. Contact Management
Keap: Keap stores detailed contact records including purchase history, email engagement, and custom fields. Contact management is central to the platform and connects directly to automation triggers. You can segment contacts by behavior, tags, and pipeline stage.
Copper CRM: Copper automatically builds contact records from Gmail conversations. It pulls in email threads, files, and meeting history without any manual input. This makes the contact database more accurate for teams that live in their inbox.
5. Sales Pipeline Management
Keap: Keap includes a visual sales pipeline that connects to its automation tools. When a deal moves stages, it can trigger follow-up emails or tasks automatically. The pipeline works well for businesses running structured sales processes.
Copper CRM: Copper’s pipeline is drag-and-drop and updates in real time inside Gmail. It’s designed for relationship-driven sales where tracking conversations matters more than triggering automated sequences. G2 reviews frequently highlight how clean and intuitive the pipeline view is.
6. Invoicing & Payments
Keap: Keap includes native invoicing and payment collection tools. You can send quotes, collect payments, and track revenue directly inside the CRM. This removes the need for a separate billing tool for many service-based businesses.
Copper CRM: Copper does not include built-in invoicing or payment processing. You would need to connect a tool like QuickBooks, Stripe, or FreshBooks to handle billing. This is a meaningful gap for businesses that want everything in one place.
⚠️ Warning: If collecting payments from clients is a core part of your workflow, Copper’s lack of built-in billing will require adding another tool and another monthly cost to your stack.
7. Lead Management & Tracking
Keap: Keap tracks leads through the entire sales funnel with detailed activity logs, tags, and scoring. The platform can automatically assign leads to reps, trigger follow-up campaigns, and score prospects based on actions they take.
Copper CRM: Copper tracks leads through its visual pipeline and automatically logs contact activity from Gmail. It offers automated lead enrichment — pulling in public data to fill out contact profiles. The focus is on relationship tracking rather than scoring or behavioral triggers.
8. Reporting & Dashboards
Keap: Keap provides detailed sales reporting, email performance metrics, and revenue dashboards. You can track campaign ROI, conversion rates, and pipeline performance from a single view.
Copper CRM: Copper includes sales reporting and pipeline dashboards that integrate with Google Data Studio. The Business plan unlocks more advanced reporting features. G2 reviews note that the dashboards are clean but less detailed than dedicated marketing tools.
9. Pricing & Cost
Here’s a side-by-side look at plans for both CRM tools.
| Plan | Keap | Copper CRM |
|---|---|---|
| Entry Plan | $299/month | $9/seat/month |
| Mid-Tier Plan | — | $23/seat/month (Basic) / $59/seat/month (Professional) |
| Top Plan | — | $99/seat/month (Business) |
| Free Plan | ❌ | ❌ |
| Free Trial | 14 days | 14 days |
Keap: At $299/month, Keap is a significant investment for a small business. That price includes automation, email marketing, invoicing, and e-commerce tools — so the value is real if you use those features. Additional users cost $39/month each.
Copper CRM: Copper starts at $9/seat/month, making it far more affordable for small teams. However, costs grow with your headcount, and most teams need the Professional plan at $59/seat/month to access full automation features. For a 3-person team on Professional, that’s $177/month.
Different Scenarios
| If You Need… | Choose | Why |
|---|---|---|
| Advanced marketing automation | Keap | Visual campaign builder with complex triggers |
| Google Workspace CRM | Copper CRM | Natively built inside Gmail |
| Built-in invoicing and payments | Keap | Native payment collection — no third party needed |
| Low upfront cost | Copper CRM | Starts at $9/seat/month vs $299/month |
| Email marketing included | Keap | Full email suite and SMS built in |
| Zero manual data entry | Copper CRM | Auto-captures contacts from Gmail |
| E-commerce features | Keap | Order forms, product pages, and payments |
💰 Your Budget
Copper CRM is far more affordable at the entry level. If your team is small and cost-effective tools matter, Copper is the clear starting point.
🔌 Your Tech Stack
If your business runs on Google Workspace — Gmail, Google Calendar, and Drive — Copper fits naturally into your existing setup. Keap works better for teams using Outlook or a mix of tools.
📝 Your Sales Process
Keap suits businesses with structured, automated sales funnels that include marketing campaigns and payment collection. Copper is better for relationship-driven sales where conversations and context matter most.
🎓 Your Experience Level
Copper has an intuitive interface that new users can learn quickly, especially if they already know Gmail. Keap has a steeper learning curve because of its advanced automation and campaign builder.
🆓 Free Trials and Demos
Both tools offer 14-day free trials. Test Copper first if you use Gmail — you’ll know within a day if the Google Workspace integration solves your problems. Test Keap if you need automation and want to see the campaign builder in action.
🛟 Support Options
Both Keap and Copper offer support through live chat, email, and video tutorials. Keap’s documentation is more detailed given its more complex feature set, which can help during the learning curve.
Switching Guide
Already using one of these CRM tools? Here’s what to expect if you switch.
🔄 Switching from Keap to Copper CRM?
✅ What you’ll gain:
- Automatic contact capture directly from Gmail — no more manual data entry
- Lower monthly cost, especially for small teams on tight budgets
- A simpler, faster-to-learn interface with minimal setup time
❌ What you’ll lose:
- Advanced marketing automation with complex trigger-based campaigns
- Built-in invoicing and payment collection tools
- Native email marketing, SMS, landing pages, and e-commerce features
📋 How to switch:
- Export your contacts, notes, and deal history from Keap as a CSV file
- Sign up for a Copper CRM trial and connect your Google Workspace account
- Import your CSV and let Copper auto-match Gmail history to imported contacts
🔄 Switching from Copper CRM to Keap?
✅ What you’ll gain:
- Full marketing automation with visual campaign builder and behavioral triggers
- Built-in invoicing, payment collection, and e-commerce order management
- Native email marketing and SMS so you can retire separate tools
❌ What you’ll lose:
- Automatic Gmail contact capture and inbox-embedded CRM experience
- Native project management tools for ongoing client work
- A simpler interface — Keap requires more time to set up and learn
📋 How to switch:
- Export all contact records, deals, and notes from Copper CRM
- Sign up for Keap’s 14-day trial and complete the onboarding setup
- Import contacts via CSV and rebuild your pipeline stages and automation sequences
What Our Review Didn’t Cover
This comparison focused on individual users and small business teams. We didn’t evaluate enterprise-level features, SSO integration, or custom pricing arrangements for large organizations. Our observations are based on the April 2026 versions of both platforms — feature availability and pricing may have changed since publication. If you’re managing a team of 20 or more users, your priorities around user permissions, admin controls, and API access may differ from what we’ve covered here.
Final Verdict
| Category | Winner |
|---|---|
| 💰 Pricing Flexibility | Copper CRM |
| 🚀 Marketing Automation | Keap |
| 📧 Email Marketing | Keap |
| 🔌 Google Workspace Integration | Copper CRM |
| 💳 Invoicing & Payments | Keap |
| 👶 Ease of Use | Copper CRM |
| 🛍️ E-Commerce Features | Keap |
| 📋 Project Management | Copper CRM |
| 🏆 Overall Winner | Keap |
🏆 WINNER: KEAP
Keap wins 5 out of 8 categories in this comparison.
Best for: Service-based small businesses, marketing automation, payment processing, and all-in-one CRM needs
Keap and Copper CRM are built for different types of businesses.
Keap is the better choice if you need automation, email marketing, and payment collection in one system.
Copper CRM wins if your team runs entirely on Google Workspace and wants a CRM that requires no setup or manual data work.
Copper is excellent for relationship-driven sales teams and consulting firms that live in Gmail.
For most small businesses in 2026 needing to manage leads, automate follow-ups, and collect payments, Keap delivers more built-in value.
More of Keap Compared
Here’s how Keap stacks up against other popular CRM tools:
Keap wins on: Established track record for small businesses, simpler pricing structure, and built-in e-commerce tools without needing a white-label agency setup
GoHighLevel wins on: Agency-focused features, white-labeling options, and broader marketing channel support for digital agencies managing multiple clients
Keap wins on: Built-in payment processing, native invoicing tools, and lower cost for teams that need automation without HubSpot’s enterprise pricing
HubSpot wins on: A free CRM tier, broader third-party integrations, and more advanced reporting across marketing, sales, and service hubs
Keap wins on: Native e-commerce order management, built-in payment collection, and an all-in-one platform that eliminates the need for separate billing tools
ActiveCampaign wins on: More sophisticated email automation, a larger template library, and better deliverability tools for high-volume email senders
Keap wins on: Full marketing automation suite, email marketing built in, and native invoice and payment tools that Pipedrive requires add-ons to match
Pipedrive wins on: A cleaner, more sales-focused interface with lower starting costs and a more straightforward pipeline management experience
More of Copper CRM Compared
Here’s how Copper CRM compares to other CRM tools in its category:
Copper CRM wins on: Deeper Google Workspace embedding, automatic Gmail contact capture, and a lower entry price for teams already using G-Suite
HubSpot wins on: A free plan for basic CRM needs, a broader marketing toolkit, and far more third-party integrations across sales and marketing workflows
Copper CRM vs Salesforce
Copper CRM wins on: Faster setup for Google Workspace teams, a much lower starting cost, and a simpler interface that doesn’t require a dedicated admin to manage
Salesforce wins on: Enterprise-scale customization, a massive library of third-party apps, and advanced reporting tools for large organizations with complex sales operations
Copper CRM wins on: Native Gmail integration that auto-populates contact records, built-in project management tools, and zero manual data entry for inbox-heavy teams
Pipedrive wins on: A broader set of integrations, more granular pipeline customization, and a stronger fit for teams not tied to the Google platform
Copper CRM wins on: Gmail-native experience with automatic contact syncing and a cleaner interface for teams that prioritize relationship management over project complexity
Insightly wins on: More advanced project management features, a free plan for very small teams, and better cross-functional tools connecting CRM to project delivery
Frequently Asked Questions
What is better than Keap?
For teams needing simpler contact management at a lower price, HubSpot or Pipedrive are strong alternatives to Keap. For Google Workspace teams, Copper CRM is easier to use and far more affordable. The right choice depends on whether you need marketing automation and payments or just a clean pipeline CRM.
What is Keap good for?
Keap CRM is built for small to mid-sized businesses that need CRM, email marketing, automation, and payment processing in one platform. It’s a strong fit for service-based businesses that want to automate their entire sales and marketing process, with more advanced features than most entry-level CRMs. The platform covers a wide range of business needs — from lead capture to invoicing — without requiring separate tools. Teams that outgrow simpler CRMs often switch to Keap because they need more features in one place.
What is Copper CRM?
Copper CRM is a Google Workspace-native CRM software designed for teams that run their business through Gmail. Its simplicity and affordability make it appealing to small teams who want a cost effective way to manage customer relationships without complex setup. The platform eliminates manual data entry and includes visual sales pipelines and project management tools.
What is the old name of Copper CRM?
Copper CRM was previously called ProsperWorks. The company rebranded to Copper in 2018 to better reflect its focus on Gmail and Google’s productivity tools. Keap also rebranded from its old name, Infusionsoft, around a similar period.
Is Keap a CRM tool?
Yes, Keap is a CRM tool — but it goes well beyond basic contact management. It combines CRM with advanced automation, email marketing, SMS, invoicing, and e-commerce features. Businesses that need more than a simple CRM often choose Keap because of its all-in-one approach to managing customer data and business operations.
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