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Keap (Infusionsoft)

Keap, formerly Infusionsoft, is a comprehensive CRM and marketing automation platform designed for small to medium-sized businesses.

Our take: Keap is a mature, deeply integrated platform covering CRM, email automation, pipeline management, e-commerce, and built-in payment processing under one roof — purpose-built for service businesses that want to replace a stack of disconnected tools.

Best forSmall businesses
ReviewedPricing: Paid
6.8 out of 105 criteria · see breakdown
Try KeapFrom $249/mo (annual); $299/mo monthly
The bottom line

A power-user's all-in-one for SMBs ready to invest in deep automation; overkill (and over-budget) for early-stage or simple-sales teams.

Our score

Reviewed by the Conversion Gems editorial team. Hover a facet to focus it; click to pin.Tap a facet to focus it.

Community ratings

Shown for context only. Our score is independent.

Capterra
4.1 out of 5
1,200+ reviews
Trustpilot
1.1 out of 5
490+ reviews

3.3 / 5 aggregate · across 2 sources

Third-party ratings shown verbatim; aggregate weighted by review volume.

What it is, and why we rate it

One line each. Open a row for detail.

What it really isKeap (formerly Infusionsoft) — all-in-one CRM, marketing automation, and payments platform for small businesses.
Our takeKeap is a mature, deeply integrated platform covering CRM, email automation, pipeline management, e-commerce, and built-in payment processing under one roof — purpose-built for service businesses that want to replace a stack of disconnected tools.
Current pricing starts at $249/mo (annual) or $299/mo month-to-month, with mandatory onboarding services adding to the upfront cost. The learning curve is real, but the breadth of automation — including a visual campaign builder and AI content assistant — is hard to match at the SMB tier.
Why we rate itFew SMB platforms match Keap's depth of native automation — campaign builder, lead scoring, pipeline triggers, checkout forms, order bumps, and invoicing all live in one place without requiring Zapier duct tape.
The dedicated Customer Success Manager on all accounts is a genuine differentiator at this price point.
The catchSteep learning curve, a dated-feeling interface, mandatory onboarding costs, and a $249–$299/mo base price make it one of the pricier options for small teams — especially when extra users and SMS tiers stack on top.

Best / not good for

Best for
  • Service businesses running multi-step nurture sequences
  • Small teams wanting CRM + payments + automation in one platform
  • Businesses migrating off Infusionsoft with existing complex workflows
Not good for
  • Early-stage startups with simple pipelines and tight budgets
  • Teams wanting a modern, low-friction UI out of the box
  • Businesses that only need email marketing without CRM depth
Trade-offs

Friction report

Trade-offs to know before signing up.

  1. Time to value
    Slow: mandatory onboarding process and a complex feature set mean most users take weeks to build their first live automation sequence.
  2. Scale breakpoint
    Per-user fees ($39/mo each) and contact-volume pricing tiers create meaningful cost jumps as teams grow beyond 5 users or 10,000+ contacts.
  3. Walled garden
    Moderate: data is exportable and API/webhooks allow custom integrations, but complex automations built in Keap's campaign builder are not easily portable to other platforms.
Still a fit?
If none of these block you, try it on the official site.
Try Keap

A look inside

Keap (Infusionsoft) product screenshot

Frequently Asked Questions

What is Keap (formerly Infusionsoft) and what is it used for?

Keap is an all-in-one CRM and marketing automation platform designed to help small businesses manage customer relationships, sales, and marketing campaigns. It streamlines business processes, automates repetitive tasks, and improves overall customer engagement.

How does Keap simplify sales and marketing management?

Keap provides contact management, sales pipeline tracking, email marketing automation, appointment scheduling, and invoicing tools. By centralizing business operations and automating workflows, it allows businesses to focus on growth while saving time and effort.

What features does Keap offer?

Keap offers CRM, marketing automation, sales pipeline management, email and SMS marketing, lead capture, invoicing, reporting, and analytics. It integrates with other tools and apps to create a comprehensive business management system.

Is Keap suitable for beginners?

Yes, Keap is beginner-friendly, especially for small business owners and entrepreneurs. Its intuitive interface, pre-built templates, and guided setup make it easy for new users to automate sales and marketing processes effectively.

Who should use Keap and what benefits can they expect?

Keap is ideal for small business owners, entrepreneurs, marketers, and sales teams. Users can expect streamlined sales and marketing workflows, improved customer engagement, automated lead nurturing, efficient invoicing, and increased productivity, helping businesses grow and maintain strong customer relationships.

Alternatives

  • Step up

    HubSpot Marketing Hub Pro for a larger native integration ecosystem and more modern UI at scale.

  • Lighter alternative

    ActiveCampaign for automation-first teams who don't need built-in payments or e-commerce at a lower entry price.

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Tags

#CRM#EmailAutomation#Marketing

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