Keap Latest Comprehensive Review -Best CRM Software

What exactly is Keap?

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With Keap’s powerful CRM and sales and marketing automation, you can collect more leads, convert them to clients, and turn those clients into fans.

Keap provides sales and marketing automation to over 125,000 users, including CRM, marketing automation, sales automation, and payments.

Keap (formerly Infusionsoft) is a customer relationship management (CRM) platform that is ideal for small business owners and those who are new to this type of software.

The platform combines sales and marketing automation, making it particularly useful for new e-commerce businesses looking for a one-stop shop.Keap offers checkout cart features to increase conversion rates and average cart values in addition to built-in invoicing and numerous payment processing integrations.

The platform’s simple automations save customers an estimated 10 hours per week by eliminating manual tasks like texting and emailing follow-ups and recording new leads immediately after they fill out a form on your landing page or social media account.

Setting up your CRM is quick and easy thanks to a dedicated customer success manager and simple drag-and-drop sales pipeline builders. Maintain organization and gain a clear picture of your business opportunities

Keap Editor’s Score: 96/100

Ease of use 99
Features 99
Integrations 96
Pricing 92
Customer support 95

Why Did We Select Keap for Ease of Use?

Lead capture and organization

All of your lead and client information and communications are organized and segmented in one place.

Automate routine tasks

Keap enables complex automation, which can liberate you from tedious tasks. To accomplish this, the platform employs simple automations based on “when-then scenarios.” When a public form is submitted, for example, Keap immediately sends you a notification and a confirmation email to your new contact. The possibilities for automation are nearly limitless. Keap also has a number of pre-made templates for landing-page leads, invoice reminders, and deal offers.

Master follow-up

Send emails and text messages that people want, when they want them.

Look more professional

Separate your business and personal communications with a free business phone line that you can use on your smartphone.

Close more leads

With our simple sales pipeline, you can see the status of every deal in one place and boost sales team productivity.

Get paid faster

With Keap’s ecommerce, quoting, invoicing, and payments features, getting paid is a breeze.

Keap’s native invoicing and payment processing tools can help you get paid faster while also providing your customers with secure payment options such as debit cards, credit cards, PayPal, Venmo, and other payment platforms.

Keap has dedicated, partnership-level integrations with payment processors such as PayPal, Stripe, WePay (Chase), EVO Payments, Eway, and Nexus Merchants.

Processing rates and terms vary by provider, with same-day deposits available in some cases. In addition to accepting payments, you can increase your average cart value with upsells or promotions at checkout and use abandoned-cart automations to entice customers to return.


You can use promo codes to increase conversions or last-second deals to improve your average cart value.

Source: Keap


Keap is in the top tier for usability, which is why we chose it as our best pick for ease of use. You can set up the system yourself in as little as 20 minutes, and each plan includes a dedicated customer success manager to help you get the system up and running smoothly.

When you access a new feature for the first time via the CRM dashboard, you’ll find helpful video tours that walk you through the capabilities. Aside from adding a new pipeline or using other CRM features, you can choose from premade templates that are simple to customize to meet your needs.

Keap simplifies automation while maintaining a personal touch by assisting you in sending the right messages at the right time to leads and clients who engage with your content via emails, forms, and social media.


The premade sales pipeline is a great place to start capturing new leads and automating manual tasks to move prospects along quickly.

Source: Keap


Keap integrates with over 2,500 platforms and tools. No other CRM provider we reviewed connects with as many apps that help businesses run more efficiently.

Keap’s marketplace features partner-level, certified, and third-party integrations for email, lead generation, specialty apps, pre-built campaigns, and much more. However, Keap’s integrations are among the most expensive of the CRM providers we evaluated.

If you’re looking for a CRM that can integrate with far more free tools, check out our HubSpot CRM review.

Key takeaway: Keap has the most integrations, but they are the most expensive of any CRM provider we reviewed.

Low Price

Keap has a unique contact-based pricing structure. When billed annually, the Pro and Max plans start at $129 and $199 per month, respectively. The Pro plan includes two user seats and 1,500 contacts, while the Max plan includes three user seats and 2,500 contacts.

The platform can easily handle more than 25,000 contacts on a monthly basis. Each additional seat for either plan costs $29 per month, regardless of the number of contacts.

The chart below compares the starting prices per month per user as well as the features offered. We recommend that you take advantage of Keap’s 14-day free trial before purchasing to see how the platform fits your business needs.

Plan Features


$129 for two users, $29 for each additional user

Dedicated phone line, mobile app, automated lead capture and follow-up, 100 custom fields, 150 text messages, email marketing, payments, invoicing, appointments, landing pages, sales pipelines, advanced automations, text marketing

Maximum of $199 for 3 users, $29 for each additional user

Everything in Pro, 2,500 contacts, marketing analytics, promo codes, checkout upsell, 150 custom fields, 250 text messages, lead scoring, customer subscription management


You get sales and marketing automation in one simple platform.

All Keap plans include a customer success manager, US-based phone support, and 24/7 chat support directly from the Keap app.

You can automatically collect and score leads for a more efficient sales process.


Many of the available software integrations have a monthly fee.

The free data migration process is limited to your contacts, 10 items, and one landing page.

Contact-based pricing means that your monthly base price rises as your contact list grows.

FAQs about Keap

What is the function of Keap?

Keap is an easy-to-use CRM platform with useful features for organizing leads, automating repetitive tasks, and getting paid faster without the use of third-party tools. Keap provides checkout cart features to increase conversion rates and average cart values in addition to built-in invoicing and numerous payment processing integrations.

Is Keap free?

Keap is not free. A credit card is not required for the free 14-day trial of the Pro plan. You can upgrade to the Max edition from the app at any time.

What was the old name for Keap?

Keap (formerly Infusionsoft) is a private company that provides an e-mail marketing and sales platform for small businesses, as well as products for customer management, customer relationship management, marketing, and e-commerce. Its headquarters are in Chandler, Arizona.

Is Keap a SaaS?

Keap is an easy-to-use Sales, CRM, and Marketing Automation software that can help businesses increase sales while saving time.

Is Keap Hipaa compliant?

Q: Is Keap HIPAA-compliant? A: There is no such thing as “HIPAA Certified,” but the Keap software application is HIPAA compatible, and Keap complies with HIPAA as a business associate, as described in our BAA.

Where is Keap’s headquarters?

Chandler, Arizona is the headquarters of the all-in-one sales and marketing platform company. Keap (formerly Infusionsoft) was founded in Mesa, Arizona, by Eric Martineau and Scott Martineau, along with the current CEO, Clate Mask.

Bottom Line

We recommend Keap CRM for…

Businesses setting up their first CRM system.

E-commerce businesses will benefit from Keap’s numerous payment and checkout features.

Companies looking for simple sales and marketing tools in a single platform.

We do not recommend Keap CRM for…

Large companies with over 25,000 contacts.

Businesses seeking a large number of free integrations.

Businesses that want to send more than 250 promotional texts per month.


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With Keap’s powerful CRM and sales and marketing automation, you can collect more leads, convert them to clients, and turn those clients into fans.