⚡ Quick Verdict:
- Pricing: Monday CRM starts at $9 per user per month. Keap CRM is listed at $299/month (annually billed).
- Best for: Monday CRM suits sales teams that also run projects. Keap suits small businesses that need sales and marketing automation with invoicing.
- Key difference: Keap bundles landing pages, email marketing and payment processing. Monday CRM bundles work management, Kanban board and Gantt chart views.
- Our pick: Monday CRM for most buyers. Both score 4.2, but Monday costs far less per user and covers more of the platform’s feature set.
Most people comparing these two tools are not comparing the same thing.
Keap is a marketing automation engine with a CRM attached.
Monday CRM is a sales layer built on top of project management software.
That difference shapes everything: price, learning curve, and daily workflow.
Here is how the two compare on features, cost, and fit.
Overview
This Keap vs Monday CRM comparison covers pricing, key features, and ease of use for both CRM platforms.
Our writer spent hands-on time inside Keap directly.
Notes on Monday come from published documentation, pricing pages, and G2 reviews.
We also break down which tool fits sales teams, marketers, and mixed project teams.
What is Keap?
Keap is a customer relationship management platform built for small business owners.
It combines CRM, sales and marketing automation, and e commerce into one dashboard.
The tool was formerly known as Infusionsoft before the rebrand.
Sales automation keeps follow-up moving so warm leads do not go cold.
Keap automates almost every stage of the sales journey, from new lead to repeat business.
Automation users report saving 10 hours per week and a 38% revenue lift.
The walkthrough below shows how the Keap app looks in daily use.
Keap
Keap connects lead capture, email campaigns, and invoicing in one system. Setup takes about 20 minutes. A 14-day free trial opens all the features.
Keap Pricing
Keap plans are priced by contact volume rather than per user.
| Plan | Price | Best For |
|---|---|---|
| Keap | $299/month (Annually Billed) | Small businesses running sales and marketing from one contact list |
| Expert Coaching (one-time) | $499 | Teams that want guided onboarding and custom coaching |
| Additional user | $30/month | Growing sales teams adding seats |
Pricing verified August 2026.
Free trial: 14 days with access to all the features. No long-term contract required upfront.
Money-back guarantee: Keap does not publish a standard refund window. Cancel before renewal to avoid the next monthly fee.
📌 Note: Keap plans include free migration and a dedicated customer success manager. Pricing scales with your contact list, so cost rises at each threshold.
⚠️ Pricing conflict: Our CSV records Keap at $299/month (annually billed). Public sources list three Keap plans instead — Lite from $79/month, Pro from $169/month, and Max from $199/month for 500 contacts. Tables here use the CSV figure. Confirm your quote on Keap’s pricing page before you buy.
Key Benefits of Keap
Here is what makes Keap CRM worth a look:
- Campaign Builder: A visual flowchart tool for building campaigns with drag and drop tools. You can map automated actions across the whole customer journey.
- Lead scoring: Keap scores each prospect by engagement level. A rising lead score tells your sales team who to call first.
- Built-in invoicing and payment processing: Keap includes invoicing plus many payment integrations. That removes a separate billing tool from your stack.
- Landing page builder: Build landing pages, web form assets, and checkout forms inside the same account. You can connect multiple landing pages to one campaign.
- Dedicated business line: A separate business line for calls and texts keeps personal and work messages apart.
- 2,500+ third party integrations: Keap connects to more than 2,500 platforms and third party tools. Most common billing and email apps are covered.
- Guided onboarding: Every plan includes free migration, checklists, and training webinars. Phone support runs Monday to Friday for U.S. customers.
What Our Team Noticed
Our writer signed up for Keap and spent several days building sales campaigns inside the account. Here is what stood out from that hands-on time:
Keap Pros & Cons
✅ Pros
- Automation templates and a drag-and-drop builder make advanced automations easy to set up
- Invoicing and payment processing are built in, so e commerce businesses need fewer tools
- Every plan comes with free migration and a dedicated customer success manager
- Lead scoring and tagging let you segment a contact list for hyper-targeted email campaigns
❌ Cons
- Pricing is high enough to deter new small businesses at the entry level
- Cost climbs sharply once your contact list crosses each threshold
- The user community exists but is not very active compared to larger CRM platforms
What is Monday CRM?
Monday CRM is the sales product inside the wider Monday work management platform.
The parent app serves over 152,000 customers across more than 200 countries.
It behaves like a set of highly customized spreadsheets you can shape yourself.
You get a sales pipeline, contact records, and project management tools in the same account.
That mix suits software teams, a research team, or anyone managing projects and deals together.
The video below walks through creating boards and moving deals along.
🏆 Winner: Monday CRM
Monday CRM tracks deals and projects on the same boards. Kanban board, Gantt chart and calendar views are included. Live chat customer support runs 24/7.
Monday CRM Pricing
Monday CRM charges per user, which keeps the entry cost low for smaller teams.
| Plan | Price | Best For |
|---|---|---|
| Basic | $9/user/month | Solo sellers tracking one sales pipeline |
| Standard | $12/user/month | Teams needing guest access and more automation features |
| Pro | $19/user/month | Sales teams needing time tracking and advanced reporting |
Pricing verified August 2026.
Free trial: 14 days on paid plans. A limited free version also exists on the work management side, capped at two team members and three boards.
Money-back guarantee: Monday bills monthly or annually, with a discount for annual payment. Cancel before renewal.
📌 Note: Storage space rises with each tier, so file storage stops being a constraint higher up, and an enterprise plan with custom pricing sits above Pro. Seats are sold in blocks, so a team that exceeds a block pays for the next tier up.
⚠️ Pricing conflict: Our CSV lists Basic at $9, Standard at $12, and Pro at $19 per user per month. Public sources quote the work management bundles higher — around $36, $42, and $72 per month for three users. Tables here follow the CSV. Check the live pricing page for your seat count.
Key Benefits of Monday CRM
Here is where Monday earns its place against other CRM software:
- Multiple project views: Switch between Kanban board, Gantt chart view, timeline, and calendar in just a few clicks. Project timelines and deal stages sit in one place.
- Custom fields and boards: Define columns and pick options per column. Customizable templates cover event planning, human resources, and software development.
- Custom dashboards: Build custom dashboards that show project progress and pipeline value at a glance. Advanced reporting arrives on higher tiers.
- Collaboration features: A conversation panel, file sharing, and an activity log keep every team member on the same page. Mobile apps cover updates away from a desk.
- Automation builder: Set up workflow automation without code. Automated tasks fire when a deal stage or date changes.
- Integrations: Monday connects with over 50 apps including Slack, Google Calendar, Google Sheets, and Microsoft Teams.
- Learning resources: A knowledge base with hundreds of video tutorials plus a community forum helps new users get moving.
What Our Team Noticed
Note: We have not had extended hands-on time with Monday CRM yet. The points above come from published documentation, the pricing page, and G2 reviews. G2 reviews frequently highlight the clean interface and the 24/7 live chat customer support.
Monday CRM Pros & Cons
✅ Pros
- Entry pricing starts at $9 per user per month, far below most CRM platforms
- Kanban board, Gantt charts, and calendar views cover sales and project management in one tool
- The interface is clean and tidy, and G2 reviews call it incredibly intuitive
- Live chat customer support is available 24/7 alongside a large knowledge base
❌ Cons
- The pricing structure is complex, and seat blocks confuse buyers picking a plan
- Extensive customization creates a steep learning curve for new users
- No native invoicing or landing page builder, so e commerce features need third party integrations
Feature Comparison
These two tools overlap on contacts and deals, then split hard on everything else. We compared nine key features plus cost, so you can match each platform to your own sales process. Standout features are called out as we go.
| Feature | Keap | Monday CRM |
|---|---|---|
| Starting Price | $299/month | $9/user/month |
| Free Plan | ❌ | ✅ (limited free version) |
| Marketing Automation | ✅ | ✅ |
| Landing Page Builder | ✅ | ❌ |
| Invoicing & Payment Processing | ✅ | ❌ |
| Lead Scoring | ✅ | ❌ |
| Gantt Chart & Kanban Board | ❌ | ✅ |
| Time Tracking | ❌ | ✅ (Pro plan) |
| Task Dependencies | ❌ | ✅ |
| Best For | Small business sales and marketing automation | Sales teams managing projects too |
1. Contact and Lead Management
Keap: Every contact record holds tags, custom fields, and purchase history. Lead management runs on tags, which drive segmentation for later email marketing campaigns. Keap keeps all the data for a person in one profile.
Monday CRM: Contacts sit on boards as rows, with custom fields defined per column. You decide what a contact record tracks instead of accepting a fixed layout. That flexibility costs you setup time before the contact list is usable.
2. Sales Pipeline Management
Keap: The platform gives a visual view of sales pipelines with drag and drop stage moves. Pipeline management ties directly into automation, so moving a deal can trigger automated tasks. It handles one clear sales process very well.
Pipeline reporting sits in a separate view, shown below.
Monday CRM: A sales pipeline is just another board, so you can run several pipelines side by side. Deal stages become columns you rename freely. Sales teams with different processes per product line get more room here than in Keap.
3. Workflow Automation
Keap: The Campaign Builder is a visual flowchart for advanced automations. You get a broad range of workflow templates plus drag and drop tools for custom logic. Keap customers who lean on automation report saving 10 hours per week.
Monday CRM: The automation builder uses plain when-then recipes. Automation features cover status changes, date triggers, and notifications across boards. It is simpler to learn than Campaign Builder but shallower for marketing automations.
Higher tiers add smarter branching, shown here.
⚠️ Warning: Keap builds automation around when-then scenarios tied to the customer journey. Monday builds it around board events. Mapping a marketing funnel onto board events takes real effort.
4. Email Marketing and Campaigns
Keap: Email marketing is native. You can send hyper-targeted email campaigns based on CRM tags and segments, and Keap claims a 99.5% deliverability rate. Text messages send from the same dedicated business line.
Broadcast sends and sequences use a separate editor.
Monday CRM: Email lives in the Integrations Center, not a built-in sender. You sync Gmail or Outlook and track replies against a deal. Fine for one-to-one selling, weak for bulk email marketing.
5. Landing Pages and Lead Capture
Keap: A landing page builder ships inside the product. Build one landing page or connect multiple landing pages to a single campaign, then push every web form submission straight into the CRM. Lead capture needs no third party tools, and more landing pages usually means more leads reaching the pipeline.
Monday CRM: There is no landing page builder. Forms can feed a board, but landing pages come from an external tool. Monday work management handles what happens after the lead arrives.
6. Lead Scoring and Tracking
Keap: Lead scoring is built in. Keap will score leads by engagement, so a new lead with high intent rises to the top. That prioritisation is how teams lift conversion rates. Sharper targeting on a smaller list tends to increase conversions.
Monday CRM: No native lead score exists. You can fake one with a formula column, but you are building the logic yourself. Custom dashboards then surface whichever number you defined.
7. AI and Smart Tools
Keap: Keap AI drafts email copy and suggests automations from natural language prompts. It is aimed at owners who know the message but not the funnel structure.
Monday CRM: Monday MCP connects AI assistants directly to your boards. Assistants can read and update items, which suits software development teams already working with AI tooling.
8. Project Views and Task Management
Keap: Task management is basic. You get tasks and appointments tied to contacts, but no Gantt chart, no task dependencies, and no timeline for managing projects. It is not a project management tool.
Monday CRM: This is the gap Monday fills. A Kanban board handles day-to-day managing tasks, while Gantt charts map project timelines and task dependencies. Project progress and deal progress share one workspace.
The Gantt chart view below shows how dependencies are drawn.
9. Collaboration and Team Support
Keap: Collaboration tools are light. Notes sit on contact records and internal comments are limited. Support is stronger: 24/7 chat, email, and weekday phone support for U.S. customers, plus free training webinars.
Monday CRM: A conversation panel on every item lets a team discuss work in context. File sharing, guest access, and an activity log round out the collaboration features, and premium support ships with higher tiers. Resource management shows who is overloaded.
💡 Pro Tip: If your team already lives in Slack, Google Calendar, or Google Sheets, Monday’s integrations keep everyone on the same page without a second app.
10. Pricing & Cost
This is where the two separate most sharply. One charges by contacts, the other per user.
| Plan | Keap | Monday CRM |
|---|---|---|
| Entry | $299/month (Annually Billed) | Basic: $9/user/month |
| Mid | Not offered | Standard: $12/user/month |
| Top published | Not offered | Pro: $19/user/month |
| Extra seat | $30/month | Included in per-user price |
| Onboarding | $499 one-time Expert Coaching | Self-serve, no fee published |
Keap: The monthly fee buys a bundle: CRM, email, landing pages, invoicing, and a business line. For a business already paying for four tools, that maths works. For an entry-level owner, $299 is steep before the first sale.
Monday CRM: Paid plans scale with headcount, so a three-person team on the basic plan pays under $50 a month. Monday’s Pro plan adds time tracking and advanced reporting. The seat-block pricing structure still surprises some buyers.
Different Scenarios
| If You Need… | Choose | Why |
|---|---|---|
| Tight budget | Monday CRM | Starts at $9 per user |
| Email marketing built in | Keap | Native sender and segments |
| Invoicing and payment processing | Keap | Billing without a second tool |
| Managing projects and deals | Monday CRM | Gantt, Kanban, dependencies |
| Landing pages and lead capture | Keap | Landing page builder included |
| Beginner-friendly setup | Monday CRM | Simpler first-week learning |
💰 Your Budget
Monday CRM wins on entry cost by a wide margin. Keap only makes budget sense once it replaces your email tool, page builder, and billing app.
🔌 Your Tech Stack
Keap connects to over 2,500 platforms, which covers most billing and e commerce tools. Monday links roughly 50 apps but nails the ones teams use daily.
📝 Your Sales Process
Pick Keap if your sales and marketing run on nurture sequences and cross sells. Pick Monday if deals move through people and handoffs rather than emails. Let your business strategy pick the tool, not the reverse.
🎓 Your Experience Level
Keap can be live in about 20 minutes and hands you a customer success manager. Monday is user friendly on day one, though deep customization takes longer.
🆓 Free Trials and Demos
Both run a 14-day free trial, and Monday adds a free plan on the work management side. Load 20 real contacts into each before deciding.
🛟 Support Options
Keap offers 24/7 chat, email, and weekday phone support if you have needed assistance. Monday runs 24/7 live chat, a community forum, and video tutorials.
Switching Guide
Already on one of these? Here is what changes when you move.
🔄 Switching from Keap to Monday CRM?
✅ What you’ll gain:
- Gantt chart view, Kanban board, and task dependencies for managing projects
- A far lower monthly fee for small sales teams
- Custom dashboards, file sharing, and a conversation panel for collaboration
❌ What you’ll lose:
- Native email marketing and the dedicated business line
- Invoicing, checkout forms, and payment processing
- Lead scoring and the landing page builder
📋 How to switch:
- Export contacts, tags, and deal stages from Keap as CSV files
- Create a Monday account and start from a CRM board template
- Import the CSV, map tags to custom fields, then rebuild automations as when-then recipes
🔄 Switching from Monday CRM to Keap?
✅ What you’ll gain:
- Email campaigns, text messaging, and lead scoring in one system
- Landing pages, web form builders, and e commerce features
- Free migration plus a dedicated customer success manager
❌ What you’ll lose:
- Kanban and Gantt views for project timelines
- Time tracking, guest access, and resource management
- Low per-seat pricing as the team grows
📋 How to switch:
- Export each Monday board to CSV, including custom fields
- Start a Keap trial and request the free migration service
- Rebuild board statuses as pipeline stages, then tag contacts for email campaigns
What Our Review Didn’t Cover
This comparison focused on small businesses and sales teams under 25 seats. We did not test enterprise plan rollouts, SSO, or bulk licensing. Deliverability claims come from Keap’s documentation, not our own sends. If you need custom pricing, your priorities will differ from ours.
Final Verdict
| Category | Winner |
|---|---|
| 💰 Pricing | Monday CRM |
| 🚀 Marketing Automation | Keap |
| 📊 Project and Task Management | Monday CRM |
| 🎯 Lead Capture and Scoring | Keap |
| 👶 Ease of Use | Monday CRM |
| 🔌 Integrations | Keap |
| 🤝 Collaboration Features | Monday CRM |
| 🏆 Overall Winner | Monday CRM |
🏆 WINNER: MONDAY CRM
Monday CRM takes 4 of 7 categories.
Best for: Small sales teams, agencies juggling client work, and any group that tracks deals and project progress together.
Both tools scored 4.2, so the tiebreaker came down to cost and breadth. Monday CRM covers more ground per dollar and asks less of you on day one.
Keap is a great tool for one buyer: the small business owner whose growth goals depend on nurture sequences, checkout forms, and invoicing under one roof. If that is you, we recommend Keap CRM over Monday.
For everyone else, Monday CRM is the safer first purchase. Start on the basic plan, then move up when advanced features earn their cost.
More of Keap Compared
Here is how Keap holds up against other tools buyers shortlist:
Keap wins on: Cleaner onboarding with free migration, a dedicated business line for calls and texts, and steadier email deliverability.
GoHighLevel wins on: Agency white-labelling, sub-account management for clients, and lower cost when reselling to multiple businesses.
Keap wins on: Native invoicing, checkout forms, and a bundled phone line that ActiveCampaign leaves to add-ons.
ActiveCampaign wins on: A cheaper starting tier, deeper split testing on email campaigns, and finer control over send timing.
Keap wins on: A flatter price at moderate contact counts, built-in billing, and coaching included with the plan.
HubSpot wins on: A genuinely free CRM tier, stronger reporting, and a much larger marketplace of third party tools.
More of Monday CRM Compared
Monday sits in a crowded field of work management tools and project management platforms.
Monday CRM wins on: A tidier interface, gentler onboarding for new users, and cleaner board customization.
ClickUp wins on: A cheaper first paid tier, more task management depth per plan, and docs built into the workspace.
Monday CRM wins on: Setup you can finish without a consultant, far lower per-seat cost, and visual boards non-sales staff understand.
Salesforce wins on: Enterprise forecasting, territory management, and a consultant network no mid-market tool matches.
Monday CRM wins on: Project views alongside deals, a friendlier board editor, and better cross-team visibility.
Zoho CRM wins on: Built-in email sending, tighter suite pricing across Zoho apps, and stronger sales forecasting fields.
This video runs through the wider alternatives list.
Frequently Asked Questions
What is Keap used for?
It is used to organise leads, automate follow-up, and run email marketing from one contact database. Small businesses also handle invoicing and payment processing inside the same account.
Is Monday a CRM tool?
Yes. Monday CRM is a dedicated sales product built on the same board engine as the project management software, so pipelines and projects live together.
What is Infusionsoft called now?
Infusionsoft rebranded to Keap. The name change reflected a sharper focus on small business automation rather than a different product line.
Is Keap easy to use?
Basic setup takes about 20 minutes, and every plan includes a customer success manager. Building advanced campaigns takes longer and rewards a little planning first.
Which is the best CRM software for a small team?
Monday CRM, in most cases. It starts at $9 per user and covers deals plus projects. Choose Keap instead if marketing automation drives your revenue.
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