⚡ Quick Verdict:
- Pricing: Keap costs $299/month (annually billed). Salesmate starts at $23/user/month.
- Best for: Keap suits small businesses that want marketing automation, invoicing and payment processing in one place. Salesmate suits sales teams that mainly need pipeline management.
- Key difference: Keap builds sales campaigns with a landing page builder and checkout forms. Salesmate focuses on deals, calls and meetings.
- Our pick: Keap, rated 4.2 against Salesmate’s 2.5, wins on feature depth for a small business owner who sells and markets alone.
Keap and Salesmate both call themselves CRM software.
They are not built for the same buyer.
Keap CRM runs sales and marketing automation for a whole small business.
Salesmate CRM helps sales reps move deals through a pipeline.
The price gap between them is wide, and so is the feature gap.
Overview
This Keap vs Salesmate comparison covers pricing, key features, automation and ease of use.
We read both pricing pages, product documentation and public reviews.
Our writers also spent hands-on time inside each CRM.
Those notes sit in the “What Our Team Noticed” sections below.
By the end you will know which one fits your sales process.
What is Keap?
Keap is a customer relationship management platform built for small businesses.
It was called Infusionsoft before the rebrand to Keap.
The keap app puts your contact list, email campaigns and invoicing in one dashboard.
It automates almost every stage of the sales journey.
You also get a business line for calls and texts, separate from your personal phone.
Our full Keap review walks through the dashboard in more detail. The short video below shows how the platform looks in daily use.
🏆 Winner: Keap
Keap runs your CRM, marketing automations and payments together. Free migration comes with every plan. Try it for 14 days first.
Keap Pricing
Keap plans are priced by contact volume, not by seat.
| Plan | Price | Best For |
|---|---|---|
| Keap | $299/month (Annually Billed) | Small businesses running sales and marketing from one system |
Pricing verified August 2026.
Free trial: 14 days with access to all features. No long contract is required to start.
Money-back guarantee: Keap does not advertise a blanket refund window. Use the trial to test it properly.
📌 Note: Every account includes free migration, onboarding checklists, training webinars and a customer success manager. Keap also sells a one-time Expert Coaching package for $499.
⚠️ Pricing conflict: Our CSV records a single $299/month rate (annually billed). Keap’s public plan pages list three tiers instead — Lite from $79/month, Pro from $169/month and Max from $199/month for 500 contacts, plus $30 per extra user. Your monthly fee also climbs as your contact count crosses each threshold. Confirm the current quote before you buy.
Key Benefits of Keap
The Keap features below explain the higher price:
- Automation that saves hours: Keap customers who automate report saving 10 hours per week. They also report a 38% lift in revenue.
- Campaign Builder: A visual flowchart tool for building campaigns. Drag and drop tools handle the when-then logic for automated actions.
- Lead management in one place: Lead capture forms feed a visual pipeline. Lead scoring ranks each new lead by engagement.
- Money tools built in: Invoicing and payment processing ship with the platform. That removes a separate billing tool from your stack.
- Email marketing at scale: Tags and segments drive hyper-targeted email marketing campaigns. Keap claims a 99.5% deliverability rate.
- Fast setup and real help: Some users get the system running in about 20 minutes. Phone support runs Monday to Friday, with chat around the clock.
What Our Team Noticed
Our writer signed up for Keap and spent several days building a test campaign. Here is what stood out from that hands-on time:
Keap Pros & Cons
✅ Pros
- Automation, CRM, marketing and payments sit in one system
- Free migration and a dedicated customer success manager on every plan
- More than 2,500 third party integrations
- Landing pages, web forms and checkout forms are included
- 24/7 chat support plus phone support on weekdays
❌ Cons
- Pricing is high for a brand new small business
- Costs climb as your contact count grows
- The $499 Expert Coaching fee is charged on top
- The user community is quiet compared to bigger crm platforms
What is Salesmate?
Salesmate is a cloud-based CRM for small and mid-sized companies.
It pulls sales, marketing and support into one record per contact.
Sales reps use it to track deals, log calls and book meetings.
Sandy AI drafts emails, summarises calls and scores prospects.
Salesmate serves SaaS, healthcare and more than one real estate company.
The walkthrough below shows the deal board and the reporting screens.
Runner Up: Salesmate
Salesmate gives sales teams a visual pipeline, built-in calling and a meeting scheduler. You can start a free trial today for 15 days with no card.
Salesmate Pricing
Salesmate charges per user, so cost tracks your team size.
| Plan | Price | Best For |
|---|---|---|
| Basic | $23/user/month | Solo sellers tracking contacts and deals |
| Pro | $39/user/month | Small sales teams that need automation and email tracking |
| Business | $63/user/month | Larger teams needing sales forecasting and deeper reports |
Pricing verified August 2026.
Free trial: 15 days, no credit card required.
Money-back guarantee: None published. Salesmate has run a Black Friday promotion of 10% off annual plans.
📌 Note: There is also an Enterprise tier quoted on request. Three seats on Basic cost roughly $69 a month, which is where Salesmate helps small teams save money.
⚠️ Warning: Some users report that leads can be deleted when a payment is missed. Export your data on a fixed date each month and keep billing current.
Key Benefits of Salesmate
Here is where Salesmate earns its place:
- Contact and deal intelligence: Emails, calls and notes sit on one contact record. That gives a full view of customer interactions.
- Sandy AI: It handles repetitive tasks like drafting replies and summarising calls. It also qualifies leads.
- 700+ integrations: Google Apps, Microsoft Apps, Slack and Zapier integrations all connect. Working inside Gmail is a huge plus for reps who live in their inbox.
- Built-in calling: Call recording and voicemail drops come with the platform. No separate phone tool is needed.
- Less data entry: Salesmate enriches contacts and logs communication automatically. Reps stop typing notes after every call.
- Mobile CRM: Mobile apps give full access to data and activities. Field reps can update deals between visits.
What Our Team Noticed
Our writer ran a test pipeline in Salesmate for a week and logged real calls. Here is what stood out:
Salesmate Pros & Cons
✅ Pros
- Costs a fraction of Keap per month
- Reviewers call the support team quick and helpful
- Custom fields and stages fit unusual sales processes
- Calling, email tracking and a meeting scheduler are built in
❌ Cons
- Bugs in the email template editor and automation journeys
- Weaker than Keap for marketing automation
- Reports of leads being deleted after a missed payment
- No invoicing or checkout tools of its own
Feature Comparison
We compared ten areas that matter when you pick between these two crm platforms.
| Feature | Keap | Salesmate |
|---|---|---|
| Starting Price | $299/month (annual) | $23/user/month |
| Free Trial | ✅ 14 days | ✅ 15 days, no card |
| Marketing Automation | ✅ | ⚠️ Basic |
| Landing Page Builder | ✅ | ❌ Forms only |
| Invoicing and Payments | ✅ | ❌ |
| Built-in Calling | ✅ Business line | ✅ Calls and recording |
| Meeting Scheduler | ✅ | ✅ |
| Integrations | ✅ 2,500+ | ✅ 700+ |
| Mobile Apps | ✅ | ✅ |
| Best For | Small business owners selling and marketing alone | Sales teams focused on deals |
1. Contact Records and Customer Relationship Management
Keap: Every contact record holds tags, purchase history and notes. Custom fields let you track whatever your company sells. Because billing lives in the same system, you see the full customer journey without opening other apps.
Salesmate: Contact and deal intelligence merges emails, calls and notes into one view. You can also track companies separately from people, which helps if you sell to several other companies inside one group.
2. Sales Pipeline and Deal Tracking
Keap: You can run separate sales pipelines for different offers, and each visual sales pipeline shows where every deal sits. Stages are drag and drop, so you can reorder them as your sales process changes. Automated actions can fire when a deal moves.
Salesmate: Deal management is the core of the product. G2 reviewers say the board is perfectly laid out for daily standups. Pipeline management is where Salesmate stands closest to far pricier systems.
3. Automation Builder and Automated Tasks
Keap: The Campaign Builder is a visual flowchart for building campaigns. Templates cover common follow ups, and drag and drop tools handle advanced automations built on when-then rules. Keap automates almost every stage of the sales journey.
Salesmate: Automation journeys run multi-channel drip sequences, and chatbots catch website visitors. Sandy AI takes over repetitive tasks like note-taking. Some reviewers report bugs inside journeys that slow productivity.
⚠️ Warning: Automated tasks only save time if your data is clean. Fix duplicate contacts before you switch anything on.
4. Email Marketing Campaigns
Keap: Tags and segments drive hyper-targeted email marketing campaigns to slices of your contact list. Keap reports a 99.5% deliverability rate on mail sent through the platform. Broadcasts, sequences and cross sells all run from one place.
Salesmate: Email templates, tracking and bulk sends cover one-to-one selling well. For full marketing automation, reviewers say it is not the strongest option against dedicated software.
5. Calls, Texts and Meeting Booking
Keap: A dedicated business line keeps work calls and texts off your personal number. Replies land in the same thread as email, so nothing gets lost between systems.
Salesmate: The meeting scheduler lets prospects book meetings from a link. Built-in calling adds recording and voicemail drops. Sales reps who spend the day on the phone get more from this than from Keap.
6. Lead Capture: Landing Pages vs Web Forms
Keap: The landing page builder ships with the CRM. You can publish one landing page for a single offer, or connect multiple landing pages to different sales campaigns. Checkout forms turn a visitor into a paying customer on the same page.
Salesmate: You get a web form builder instead. Forms embed on your site or go out as links, and submissions create records automatically. There is no page builder, so you will need other tools for multiple landing pages.
7. Lead Scoring and Team Collaboration
Keap: Lead scoring rates each prospect by engagement. A high lead score pushes the contact to the top of your list, so a sales team works the warmest names first. Lead management and tracking sit beside the pipeline.
Salesmate: Sandy AI qualifies leads while teammates share notes and tag each other on records. Communication history stays attached to the deal, which helps when a rep leaves and someone new picks it up.
8. Reporting, Analytics and Forecasting
Keap: Pipeline management reports show conversion rates by stage and campaign. The numbers are aimed at an owner checking growth goals, not at a sales manager running weekly forecast calls.
Salesmate: Dashboards track sales performance by rep, source and stage. Sales forecasting and goal tracking are stronger here, and the insights are easier to slice for a manager reviewing analytics on Monday morning.
9. AI Tools and Third Party Integrations
Keap: Keap AI drafts email copy and suggests automations from plain language prompts. The platform connects to more than 2,500 third party tools, so most stacks are covered.
Salesmate: Over 700 apps connect, including Google Apps, Microsoft Apps, Slack and Zapier integrations. Salesmate’s platform also exposes all the necessary APIs, so a developer can wire up anything missing.
💡 Pro Tip: List your must-have apps before you buy. If one is missing, ask each support team what they suggest. Both will usually provide alternative options or offer numerous workarounds through Zapier.
10. Pricing & Cost
Here are the plans side by side, exactly as our data records them.
| Plan | Keap | Salesmate |
|---|---|---|
| Free plan | ❌ | ❌ |
| Entry | — | Basic: $23/user/month |
| Mid | — | Pro: $39/user/month |
| Top | $299/month (Annually Billed) | Business: $63/user/month |
| Trial | 14 days | 15 days, no card |
Keap: One price covers marketing automation, e commerce features and the CRM together. That is expensive for an entry-level founder and reasonable for an established business already paying for three tools.
Salesmate: Per-user pricing starts low but grows with headcount. Five reps on Pro land near $195 a month, still well under Keap, though you give up invoicing and page building.
Different Scenarios
| If You Need… | Choose | Why |
|---|---|---|
| The lowest monthly fee | Salesmate | Starts at $23 per user |
| Marketing automation | Keap | Campaign Builder and segments |
| Invoicing and payment processing | Keap | Billing is built in |
| Heavy phone selling | Salesmate | Calling, recording, scheduler |
| Landing pages and checkout forms | Keap | Page builder included |
| Sales forecasting by rep | Salesmate | Deeper sales performance reports |
💰 Your Budget
Keap asks for a serious commitment before you have proven the model. Salesmate lets a two-person team start for less than fifty dollars a month.
🔌 Your Tech Stack
Keap replaces several accounts at once, which cuts your tool count. Salesmate assumes you already run other apps and gives you various options for connecting them.
📈 Your Business Strategy
If growth depends on nurturing a list into repeat business, Keap fits your business strategy better. If growth depends on reps closing more deals by phone, pick Salesmate.
🎓 Your Experience Level
Salesmate is the more user friendly first CRM, and you can train users in an afternoon. Keap offers free migration, onboarding checklists and training webinars to cover its steeper start.
🆓 Free Trials and Demos
Load fifty real contacts into both trials, not dummy data. Build one workflow in each and see which one you actually finish.
🛟 Support Options
Keap runs 24/7 chat, email and weekday phone support with a success manager attached. Salesmate leans on chat and email, and reviewers rate the response speed highly.
💡 What reviewers say: After extensive research across G2 and Trustpilot, one reviewer who had tried at least six others described Salesmate as their fourth CRM in three years and said they absolutely love Salesmate’s help desk. Salesmate holds 4.1 / 5 on Trustpilot. When our writer needed assistance, a reply arrived the same day.
Switching Guide
Already on one of them? Here is what changes if you move.
🔄 Switching from Keap to Salesmate?
✅ What you’ll gain:
- A far smaller bill, especially for one or two seats
- Better calling, email tracking and task management for reps
- Sharper forecasting to help the team close more deals
❌ What you’ll lose:
- The landing page builder and checkout forms
- Invoicing and payment processing inside the CRM
- Deep marketing automations that nurture a cold list
📋 How to switch:
- Export contacts, tags and open deals from Keap as CSV files
- Create your Salesmate account and rebuild pipeline stages first
- Import the data, map custom fields, then rebuild your follow ups
🔄 Switching from Salesmate to Keap?
✅ What you’ll gain:
- Campaigns that score leads and increase conversions automatically
- Landing pages and forms that bring in more leads
- Free migration help, so you do not move the data alone
❌ What you’ll lose:
- Low per-seat pricing as the team grows
- Sandy AI and its call summaries
- Rep-level dashboards built for sales managers
📋 How to switch:
- Export contacts and deals from Salesmate, and check the file for gaps
- Book the free migration session included with your Keap plan
- Rebuild one campaign at a time and test before you send
What Our Review Didn’t Cover
We looked at both products as a small business would use them, on standard plans. We did not audit data security controls, test bulk imports of six-figure contact lists, or price out custom enterprise quotes. Our notes reflect the August 2026 versions, and both companies ship changes often. If you manage a large team or work in a regulated field, your priorities will differ from ours.
Final Verdict
| Category | Winner |
|---|---|
| 💰 Pricing | Salesmate |
| 🚀 Automation | Keap |
| 📣 Email Marketing | Keap |
| 📞 Calling and Meetings | Salesmate |
| 🧲 Lead Capture | Keap |
| 📊 Reporting | Salesmate |
| 💳 Payments and Invoicing | Keap |
| 🔌 Integrations | Keap |
| 🏆 Overall Winner | Keap |
🏆 WINNER: KEAP
Keap wins 5 of 8 categories. The Keap CRM editor’s rating is 4.2 out of 5, against 2.5 for Salesmate.
Best for: solopreneurs, service businesses selling online, and owners who run marketing and sales themselves
These two products answer different questions. Keap asks how you turn strangers into customers without hiring staff. Salesmate asks how your reps manage the deals they already have.
Salesmate is the better buy for a phone-heavy team on a tight budget. It is cheaper, it is quicker to learn, and its reports help a manager coach reps.
We recommend Keap CRM for anyone who needs sales automation and marketing in one system. It is not the best CRM for every buyer, but it is the one that removes the most tools from your bill and helps you build lasting customer relationships over time.
More of Keap Compared
Here is how Keap holds up against the rivals buyers shortlist most often:
Keap vs GoHighLevel
Keap wins on: gentler setup for non-agencies, free migration on every plan, and cleaner invoicing for service businesses
GoHighLevel wins on: unlimited sub-accounts, white-label resale, and a lower monthly fee for agencies running client campaigns
Keap wins on: built-in payments, contact-based pricing that ignores seat count, and a business line for texts
HubSpot wins on: a usable free tier, reporting depth, and a much larger app marketplace with more mature documentation
Keap vs ActiveCampaign
Keap wins on: quoting and checkout in the same tool, phone support on weekdays, and onboarding done for you
ActiveCampaign wins on: cheaper entry pricing, finer email segmentation, and better deliverability controls for large sends
Keap wins on: marketing depth, landing pages, and running an entire small business from one login
Pipedrive wins on: price per seat, a simpler deal board, and faster onboarding for a pure sales team
More of Salesmate Compared
Salesmate competes with a crowded field of mid-priced crm software. The video below covers the closest alternatives.
Salesmate wins on: calling and voicemail drops included, a built-in meeting scheduler, and chatbots for web visitors
Pipedrive wins on: a bigger partner network, steadier release quality, and more third-party training material
Salesmate wins on: pipeline customisation, Gmail-side workflows, and a shorter setup for a first-time buyer
Freshsales wins on: a free starting tier, tighter helpdesk links, and broader language support
Salesmate wins on: sales-specific fields out of the box, native dialler, and cheaper entry seats
Monday CRM wins on: board flexibility for non-sales work, project views, and a slicker mobile experience
Frequently Asked Questions
What is Keap used for?
Small businesses use it to store contacts, send email campaigns, score leads, book payments and automate follow-up. It replaces a separate CRM, mailer and billing tool.
What is Salesmate used for?
Sales teams use it to manage pipelines, call prospects, track email opens and forecast revenue. It suits reps who sell by phone and inbox rather than by newsletter.
Is Keap easy to use?
Basic setup can take about 20 minutes, and onboarding help is included. Building advanced campaigns takes longer, which is why a success manager comes with each plan.
What is better than Keap?
It depends on the job. Salesmate is better for cheap pipeline work, ActiveCampaign for email depth, GoHighLevel for agencies, and HubSpot for reporting across bigger teams.
What is the number 1 CRM platform?
By market share it is Salesforce. For a small business weighing these two, our pick is Keap at 4.2 out of 5, with Salesmate at 2.5.
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