Keap
All-in-one CRM, sales, and marketing automation platform (formerly Infusionsoft) designed for small businesses to manage contacts, automate follow-ups, and handle invoicing in one place.
Service-based small businesses (coaches, consultants, agencies) needing all-in-one CRM, marketing automation, and invoicing
Our Verdict
All-in-one CRM, sales, and marketing automation platform (formerly Infusionsoft) designed for small businesses to manage contacts, automate follow-ups, and handle invoicing in one place.
Rating Breakdown
Why Trust This Review
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Pros & Cons
Pros
- True all-in-one platform combining CRM, marketing automation, scheduling, invoicing, and payments
- One of the most powerful visual automation builders available for small businesses
- Built-in e-commerce with invoicing, recurring payments, and online checkout with order bumps
- Dedicated business phone line keeps personal and business communications separate
Cons
- Expensive at $249/month — significantly higher than most CRM alternatives
- Steep learning curve due to the breadth of features and complex automation builder
- Contact-based pricing means costs escalate quickly as your database grows
- Reporting and analytics are basic compared to dedicated BI tools or enterprise CRMs
Full Review
Overview
Keap, formerly known as Infusionsoft, is an all-in-one CRM and marketing automation platform built specifically for small and mid-sized businesses. It combines contact management, email and SMS marketing, sales pipeline management, appointment scheduling, invoicing, and online checkout into a single subscription. Keap pioneered the concept of all-in-one automation for SMBs and continues to focus on service-based businesses that want to move beyond spreadsheets and disconnected tools.
Key Strengths
- Advanced Marketing Automation: Keap's visual automation builder lets you create complex multi-step workflows that blend marketing nurtures with sales actions. Triggers, conditions, and actions can be combined to automate the entire customer lifecycle.
- All-in-One Platform: CRM, email marketing, SMS, landing pages, appointment scheduling, quotes, invoices, and online checkout are all built in, reducing the need for multiple tools.
- E-Commerce Capabilities: Built-in invoicing, recurring payments, online checkout forms with order bumps and promo codes, and payment processing set Keap apart from pure CRM tools.
- Appointment Scheduling: Native scheduling that feeds directly into the sales pipeline, allowing leads to book meetings and automatically trigger follow-up sequences.
- Dedicated Business Phone Line: Includes a business phone number for calls and texts, keeping personal and business communications separate.
Pricing Analysis
Keap has simplified its pricing to a single all-inclusive plan at $249/month for 2 users and 1,500 contacts when billed annually ($299/month billed monthly). Additional users and contacts increase the price. A 14-day free trial is available with no credit card required. While expensive compared to simpler CRMs, Keap replaces multiple tools (CRM, email marketing, scheduling, invoicing), which can make it cost-effective for businesses currently paying for several separate subscriptions.
Who Is It Best For?
Keap is ideal for service-based small businesses (coaches, consultants, agencies, solopreneurs) that need to manage the full customer lifecycle from lead capture through invoicing. It works best for businesses with 1-25 employees that want to automate marketing, sales, and payment processes without technical expertise.
The Bottom Line
Keap is the Swiss Army knife of SMB automation. Its all-in-one approach eliminates tool sprawl and its visual automation builder is among the most powerful for non-technical users. The main trade-off is price — at $249/month, it is significantly more expensive than simpler CRMs. But for businesses that would otherwise pay for separate CRM, email marketing, scheduling, and invoicing tools, Keap can consolidate costs while delivering more sophisticated automation.
Alternatives to Keap
Frequently Asked Questions
Infusionsoft rebranded to Keap in 2019. The company simplified its product lineup and pricing to be more accessible to small businesses. The core automation and CRM capabilities that made Infusionsoft popular are still available in the current Keap platform, along with significant modernization and new features.
Keap is expensive at $249/month, but it replaces multiple tools. If you currently pay separately for a CRM ($30-50/mo), email marketing ($30-100/mo), scheduling software ($15-30/mo), and invoicing ($20-40/mo), Keap can consolidate these costs. For businesses that use all its features, the total cost can be competitive. For teams needing only basic CRM, more affordable options exist.
Yes. Keap includes built-in invoicing, quotes, recurring payments, online checkout forms, order bumps, and promo codes. It integrates with Stripe and PayPal for payment processing. While it is not a full e-commerce platform like Shopify, it handles service-based business transactions, subscription billing, and digital product sales well.
Written by
Sarah has spent 10+ years in marketing technology, working with companies from early-stage startups to Fortune 500 enterprises. She specializes in evaluating automation platforms, CRM integrations, and lead generation tools. Her reviews focus on real-world business impact and ROI.
Co-written by
Marcus has spent over a decade in SaaS integration and business automation. He specializes in evaluating API architectures, workflow automation tools, and sales funnel platforms. His reviews focus on implementation details, technical depth, and real-world integration scenarios.
Final Verdict
Keap scores 7.8/10
With a score of 7.8 out of 10, Keap is a solid choice with good overall capabilities. It's particularly well-suited for those looking for service-based small businesses (coaches, consultants, agencies) needing all-in-one crm, marketing automation, and invoicing.