Unclaimed: Are you working at Keap?
Keap Reviews: 4.3/5 — Solid Choice
Formerly known as InfusionSoft, Keap is an all-in-one, cloud-based sales, and marketing software option offering customer relationship management (CRM), marketing automation tools, and eCommerce features. Keap is the preferred platform for small businesses that rely on the platform to streamline sales and manage customer experiences in a single suite. Using Keap, users can segment contact, manage and track customer interaction, send emails, and create tailored campaigns with personalized communication triggers. Users can also use Keap to manage eCommerce with inventory management features, payment gateways, and purchase fulfillment features.
| Capabilities |
API
|
|---|---|
| Segment |
Small Business
Mid Market
|
| Deployment | Cloud / SaaS / Web-Based, Mobile Android, Mobile iPad, Mobile iPhone |
| Support | 24/7 (Live rep), Chat, Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support |
| Training | Documentation |
| Languages | English |
Keap bundles CRM, marketing automation, email and text, landing pages, payments, and appointments into a single plan at a single price, which is either exactly what you want or considerably more than you need. For small service businesses that would otherwise stitch together five tools, the consolidation is genuinely valuable. For everyone else, $299 a month plus a mandatory implementation fee is a lot to commit to.
- What it is: An all-in-one CRM and marketing automation platform for small businesses, formerly called Infusionsoft.
- Best for: Established small service businesses, coaches, agencies, and franchises that run genuine multi-step automation and want one vendor instead of five.
- Pricing: One plan starting at $299/month billed monthly, including 2 users and 1,500 contacts. Additional users are $39/month. Verified on Keap’s pricing page in July 2026.
- The honest catch: Implementation is mandatory and charged separately, starting around $500, and Keap holds a 4.1/5 on Capterra, the weakest independent score of any major CRM we have reviewed.
What Is Keap?
Keap started life in 2001 as Infusionsoft and spent two decades as the default marketing automation platform for small businesses that had outgrown basic email tools. It rebranded to Keap in 2019, and in October 2024 was acquired by Thryv Holdings for $80 million. The Keap logo now carries an “A Thryv, Inc. Brand” mark.
That ownership change is worth weighing. Thryv sells its own small-business platform, and acquisitions of this kind can go several ways over a few years: continued independent investment, gradual convergence with the parent product, or maintenance mode. None of those outcomes is knowable yet, but a buyer signing a multi-year commitment should ask directly about the roadmap.
Keap’s current strategic bet is simplification. Rather than tiered plans, it sells one plan containing the entire platform: CRM, automation, email and text marketing, sales pipeline, landing pages, payments, appointments, and reporting. The pricing page states the position plainly, promising an end to feature-based plans.
The independent picture is the weakest of any major CRM in this category. Keap holds roughly 4.1 out of 5 on Capterra across about 1,297 reviews. Reviewers praise the automation depth and criticize complexity, cost, and, notably, past price increases delivered with short notice.
How Keap Works
Keap’s real differentiator is automation depth, and understanding that explains both its appeal and its learning curve.
- Campaign Builder. A visual canvas for multi-step, branching automation sequences. Trigger on a form submission, wait, branch on whether an email was opened, assign a task, send a text, charge a card. Few tools at this price handle sequences of that complexity, and this is the reason long-time customers stay.
- CRM and pipeline. Contact records, lead tracking, and a sales pipeline. Competent rather than remarkable, and clearly secondary to the automation layer.
- Email and text. Broadcast and automated email plus SMS. Text is an add-on, priced in volume tiers, with the entry tier included.
- Payments and invoicing. Quotes, invoices, and card processing built in. For a service business currently running a separate payments tool, this is a real consolidation win.
- Appointments and landing pages. Booking and simple page building, adequate for straightforward use and not a replacement for dedicated tools.
The pattern is consistent: Keap is excellent at one thing, automation, and acceptable at the eight things around it. Whether that trade is good depends entirely on whether you would otherwise pay separately for those eight things.
Keap Pricing
Keap prices on users and contacts rather than features. Figures verified on Keap’s pricing page in July 2026.
| Item | Cost | Notes |
|---|---|---|
| Base plan | From $299/month | Includes 2 users and 1,500 contacts, entire feature set |
| Additional users | $39/month each | No feature difference between users |
| Additional contacts | Scales with volume | Priced via the calculator on the pricing page |
| Implementation | From ~$500 one-time | Mandatory, covers migration, setup, and strategy sessions |
| Text marketing | Entry tier included, then $24–$279/month | Overages around $0.015 per text and $0.01 per voice minute |
The parts that matter most:
- Implementation is required, not recommended. Keap’s position is that guided onboarding produces better outcomes, and there is a defensible argument for that given the platform’s complexity. It is still a mandatory cost, starting around $500 and rising with package scope, and it belongs in any first-year comparison.
- $299 is the floor, not the average. That figure covers 2 users and 1,500 contacts. A five-person business with 10,000 contacts pays materially more once extra users at $39 and contact tiers are added.
- Contacts, not just users, drive the price. This is the crucial difference from seat-priced CRMs. A small team with a large list can pay far more than a large team with a small one, so model your actual contact count.
- Text messaging is metered. Tiered plans plus per-message overages, which is normal for SMS but easy to underestimate.
- Price increase history is a genuine risk. Multiple Capterra reviewers report significant increases delivered with short notice, with at least one describing a resulting exodus of long-standing customers. Ask about price protection before signing.
A free trial is available without a credit card, but it is limited: a 25-email sending cap, no payment processing, and no text messaging. That is enough to explore the interface and not enough to test the automation properly.
Who Should Use Keap
- Established small service businesses. Coaches, consultants, clinics, home services, and agencies with a real customer lifecycle to automate. This is the intended buyer and the value case is strongest here.
- Businesses currently paying for four or five separate tools. If you are running a CRM, an email platform, a scheduler, a payment tool, and a landing page builder, consolidation can be close to cost-neutral while removing integration overhead.
- Teams with genuinely complex automation needs. Campaign Builder handles branching logic that simpler tools cannot, and this is Keap’s clearest technical advantage.
It is a poor fit in three cases. Startups and solo operators testing an idea should not commit $299 a month plus implementation. Teams that only need a CRM are paying for seven modules they will not touch, and Pipedrive or HubSpot will serve them better. And businesses without the appetite to learn a complex tool should take the reviews seriously: complexity is the most consistent criticism, and the mandatory implementation package exists precisely because self-serve onboarding does not work well here.
Honest Pros and Cons
Strengths
- Automation depth at a small-business price. Campaign Builder genuinely handles complex branching logic that most competitors in this bracket cannot.
- Real consolidation. CRM, email, text, payments, appointments, and landing pages in one system removes a meaningful amount of integration work.
- One plan, no feature gating. You are not upgraded into paying for a feature you already assumed you had, which is a refreshing contrast to the tier-gating common elsewhere.
- Payments are built in. Invoicing and card processing inside the CRM is a real advantage for service businesses.
- Two decades of domain experience. Keap understands the small-business customer lifecycle well, and it shows in the templates and campaign structure.
Limitations
- The weakest independent rating in its category. 4.1/5 on Capterra is a meaningful gap below the 4.5s that competing CRMs achieve, and it reflects real friction rather than noise.
- Complexity is the defining complaint. Reviewers repeatedly describe needing training or outside consultants to use the platform properly.
- Mandatory implementation fee. From around $500 on top of subscription, unavoidable.
- Expensive entry point. $299 a month is several times what entry-level CRMs charge, and the all-in-one bundle only pays off if you use most of it.
- A history of steep price increases. Reported by multiple reviewers as arriving with short notice. This is the single most important thing to raise with sales.
- Ownership uncertainty. The 2024 Thryv acquisition makes the long-term roadmap harder to predict.
- A restrictive trial. 25 emails, no payments, no text, which makes it hard to evaluate the thing you are actually buying.
Keap Alternatives and How It Compares
- HubSpot Sales Hub has a genuinely free tier and a cheap Starter plan, with strong marketing tooling. Its own Professional tier carries a $1,500 onboarding fee, so compare total first-year cost rather than headline price.
- Pipedrive is dramatically cheaper if what you actually need is a sales CRM rather than an automation platform.
- ActiveCampaign is the closest comparison on automation depth, generally cheaper, with a lighter CRM and no mandatory implementation fee. For many Keap evaluations this is the head-to-head that matters.
- GetResponse covers email marketing, automation, and landing pages at a fraction of the cost, without the CRM depth or payments.
- Zoho CRM paired with other Zoho apps delivers comparable consolidation for considerably less, with a steeper configuration curve.
For a wider view see our guides to the best CRM software and the best marketing automation software.
The Verdict
Keap is a capable platform with a narrow but real sweet spot. If you run an established small service business, you already do genuine multi-step automation, and you are currently paying for several tools that Keap would replace, it can be a sound consolidation with automation depth that is hard to match at this price.
Outside that profile it is difficult to recommend without qualification, and the independent scores say so. A 4.1/5 across nearly 1,300 Capterra reviews is a clear signal, and the complaints are consistent rather than scattered: it is complex, it is expensive, and some customers have been hit with sharp price rises. The mandatory implementation fee is defensible given the complexity, but it is still a cost that competitors do not impose.
If you are evaluating Keap, do three things. Price it with your real user and contact counts rather than the $299 headline. Ask directly about price protection, given the documented increase history. And compare it honestly against ActiveCampaign, which is the closest match on automation depth at a lower cost and with no implementation fee. If Keap still wins after those three checks, it is a defensible choice. If it does not, the alternative was always the better answer.
FAQ
How much does Keap cost in 2026?
Keap sells a single plan starting at $299 per month, which includes 2 users and 1,500 contacts. Additional users cost $39 per month each, and pricing rises with contact volume. A mandatory implementation package starting at roughly $500 is charged separately, and text messaging beyond the included entry tier is priced in volume tiers from about $24 to $279 per month.
Does Keap require an implementation fee?
Yes. Keap requires a paid implementation package, starting at around $500 and rising depending on scope, covering data migration, automation setup, strategy sessions, and integrations. It is not optional. Keap’s rationale is that guided onboarding produces better outcomes, which is credible given the platform’s complexity, but it should be included in any cost comparison.
Is Keap the same as Infusionsoft?
Yes. Keap is the current name of the product formerly called Infusionsoft, rebranded in 2019. Many third-party review pages still use the Infusionsoft name, which is why Capterra’s Keap reviews live under an Infusionsoft URL. Keap was acquired by Thryv Holdings in October 2024 for $80 million.
Does Keap have a free trial?
Yes, with no credit card required, but it is restricted: a 25-email sending cap, no payment processing, and no text messaging. That is enough to explore the interface but not enough to properly test the automation capabilities that are the main reason to buy Keap, so plan your evaluation accordingly.
What is the best alternative to Keap?
ActiveCampaign is the closest comparison for businesses that want Keap’s automation depth at lower cost and without a mandatory implementation fee. If you only need a sales CRM rather than an automation platform, Pipedrive or HubSpot Sales Hub will cost substantially less.
Compare Keap with other popular tools in the same category.
Keap has helped me automate many mundane processes in my business. These are essential tasks that I don't have to DO anymore!! It also helps me keep track of my leads and sales, so I don't have to hunt down my numbers.
As with any software, there are going to be issues from time to time. Keap is no different in that regard, but I know that they care and work hard to resolve those issues quickly and effectively.
The main problem I've solved is nurturing my leads and tracking my sales. I've got reports so that I can see how my sales THIS month compare to the same month last year and the year before. This has been invaluable to me.
Thanks to Keap's social media management tools, I can systematically serve and monitor my clientele in a previously impossible way. Simply put, it allows me to know my target market so I can effectively advertise my services on social media, popular websites, and other high-traffic areas. It's a sales funnel and diagnostic for various search processes that examine potential client events or profiles
While I prefer not to wait long between updates, programs must be periodically tweaked for improvement.
Thanks to this program, we have expanded our customer base; it may be the most effective marketing management software we have ever used. Keap has several valuable features that have helped us achieve top-notch results across our social media platforms. It's easy to use and has a solid design, so you can manage your marketing strategies effectively and potentially gain more customers. In short, it can be trusted; it has proven excellent and will improve your needs management methods.
The most helpful aspect of Keap is the ability to set up campaigns with tags and triggers and then sync to FYF dialer to be able to call text and email quite quickly.
Honestly, I am still not super well versed in the back end of Keap but what I know that is frustrating is when we get emails blocked despite all efforts to eliminate spam triggers.
Keap is solving the problems of lead management and organization as a true CRM. With thousands of leads to keep up with, it makes it possible to know exactly who talked to who and when.
The automation of all of the different products & Services needed to run a small business. CRM, phone number and text in the app or desktop, email, scheduling, quotes, invoices, estorefront, Payment Gateway, the complete A2Z for a local business.
That's the thing over the four years, I have seen them fill the gaps in their software and become the complete solution for local businesses.
Keap helps you by staying organized with less people in the office. It helps automate routine tasks like text and emails to clients to make sure they show up on time or pay their bill, etc. Keap plugs the hole in our bucket of business.
I love the ease of automation from first contact through every step of the customer journey. We are able to keep track of where they are and clearly meet their needs.
Some of the automation can be tricky, but easily manage. I would love to send text broadcasts or even voice broadcasts through the system of automation.
organization has been system used and now we have more time for higher level tasks.
the m400 suite gives us the ability to manage all of our contacts and integrate the API into our internal systems to manage payments and access
Sometimes it will be hard to use or understand. Downtimes often approach unacceptable levels
The downtime issue is something that is an ever evolving issue that they are always working on
The vast number of integrations with other solutions makes Keap an excellent resource for creative campaigns and business solutions. From lead management to email campaigns, to VOIP and Gmail integrations, Keap covers all of our specific needs and makes it easy to integrate beyond those immediate needs when necessary.
There isn't really anything that I dislike, however it would be a time saver to be able to import multiple emails into a campaign rather than building each email individually, and for basic users that require only access to contact records, a simpler contact view would be nice to see. I think there is a very nice basic view availabe to lower level Keap users, but for those users that require all the bells and whistles available within the Keap/Infusionsoft solution, the basic user view is not available.
Lead management, prospect and client nurturing. It's easy to create automation and develop relationsships with other companies and solutions as a result of the versatile options available.
I love the fact that KEAP helps us automate much of the follow up that might otherwise be forgotten or missed. We can streamline processes, put people in nurturing campaigns and make sure we are touching bases on a consistent basis.
It is a little confusing at first and does take a bit of time to get ramped up- this is something we have worked through. A ROBUST tool requires a ROBUST investment of time and energy!
Follow up, nurturing campaigns, call reminders, marketing tools, staying in communication with segmented lists, lining out promotions for segments of our list, troubleshooting with segments (people using different processing devices for example)
KEAP helps me automate businesses for my clients. I can capture leads with multiple opt ins create products and automate product delivery and email delivery for campaigns. The referral partner feature lets you automate the referral process.
KEAP will at times make a contact as opted out if it does not appear engaged which is not always desired
Marketing solutions and invoicing are make convenient and easy to use.
The ability to create almost endless automation of emails and other business tasks is incredible. For me what was overwhelming was where to start, but thanks to the community and the availability of endless examples and articles I could quickly figure out where to focus my efforts. For anyone starting with Keap, I highly recommend doing one of the Keap Academy workshops to get you going!
The only thing that I have struggled with so far is that the double opt-in email is not very customisable and therefore I struggled to implement it into my workflow but that's where the community came in and helped with suggestions.
Keap is making it easier for me to provide a "high touch" experience for my customers which I was lacking in before. I am hoping that over time it will help me generate more leads and assist in the "nurturing" process. I would like to look back and say that thanks to Keap I was able to get "true fans" faster with less effort by automating a lot of the repetitive tasks involved in creating a community.
As a new user, I am learning how to use the platform. Keap offers multiple approaches to learning, including open office hours.
I haven't used another CRM so I am not sure how to compare.
Keeping up with referrals, potential clients, purchases, invoicing etc.
Easy to use and input your data and also create campaigns.
Analytics do not seem as accurate when compared to our customer's feedback.
Improving Campaigns and new ways to create them.
Set it and forget it (minor tweaks are still necessary)
The learning curve is a bit too steep for an average user
Lead indoctrination and CRM - you can't put a price on that
Keap is easy to use. No hassle from login to production to capping off my day.
Sometimes the export emails take longer than expected.
Automation is the best solution that Keap provided to ouyr company. Everything seems to work fine and day to day is easier now.
The support and guides that they provide. Especially the video library - they give you so many ideas.
It takes some time to understand the customisation.
Automation and pipelines
Keap has been essential in creating a process for me to follow when adding new prospects and clients to the CRM. The platform has also been very easy to navigate.
The invoicing system is very difficult to use both on the frontend and backend. Creating invoices with any kind of complexity is not available. Having open tracking tags on single-use emails would be nice and the app has very limited functionality.
Keap is an all-in-one tool for most small businesses. The biggest benefit it has had for us has been the CRM, Email marketing and scheduling tools all in one place which makes our day-to-day tasks much easier.
it keeps my contacts & my biz all in 1 place
It's a little bit hard to learn at first
It keeps me easily connected to my clients, its quite easy to make funnels to add new clients, the landing page templates are beautiful & easy to make! It is a CRM on steroids
Streamlining business needs & handholding. It has been such a peace of mind experience to work with them.
Nothing. At. All. Unless they want to offer their services for free, I'm onboard & a huge fan!
Walking me through understanding Keap & the automated ways that they have brought processes is incredible.
Keap is wonderful because it consolidated so many different applications for me. Now I have them all in one place with only one learning curve. It actually also came out cheaper for me than all my other software combined.
Learning the automations is definitely a learning curve. Trying to understand how everything works together and how to set it up has been a challenge. But Keap also has a wonderful training site that you get access too and they are constantly putting on webinars and trainings to help all of us get a better grasp on how to use it best.
Keap helps my entire marketing and front-end piece roll smoothly while also giving a great client experience that we are known for. I don't have to manually do all the things anymore which has freed me up to be able to wake up in the morning to a new client meeting I never expected. It is freeing in that way alone.
Easy to schedule calls and organize your day and tasks priorities and fill up your pipeline with new leads and move them easily from one stage to another on your pipeline with easy and automated triggers.
I wish they have more options to trigger goals on the campaign builder based on specific fields being updated and a better and easy-to-use page builder. Also, I would love to have a native integration with Keap and FB CAPI.
Easy way to send invoices and to schedule calls with my clients, they can always schedule calls in a really easy way and I can track all conversations and history of calls made in Keap.
It is user friendly, integrates well with other programs, support is top notch.
I have figured out reports for sales yet.
Traceability to customers and prospects.
It is a robust CRM with exceptional support.
They are missing a few automation triggers.
Keap CRM allows me to provide customized communication and follow up with all the different segments of my market.
It is very simple to use and helps automate lots of stuff small businesses do.
Nothing as it is perfectly suitable for those in the target user group.
I can easily automate the booking of appointments and automate my business processes.
What sets Keap apart is it automation buuilder. The functionality is excellent and the email builder/landing page builder and form builder are all drag and drop and easy to use.
For B2B businesses it is not possible to have the company name as the main heading for a contact card- there are ways around this but this would be a good improvement.
Powerful email marketing automation is not possible, I now have a tool for lead capture with Keap landing pages. Linking other systems to Keap is also possible using Zapier.
Keep assigned me a personal success coach. They also gave me access to top level training modules. They software actually does everything it promises to do.
I can't think of anything that's missing.
It saves me time and give me important data points plus sales and marketing tools to scale my business.
GOOD INTERACTIVE APP FOR BUSINESS OPERATIONS TO KEEP YOU AND TRACK AND GAUGE PROSPECTIVE GROWTH
WAITING TIME FOR UPLOADS OF NEW PATIENTS OR CLIENTS BEING ADDED TO THE DATABASE
BEING ABLE TO DETECT WHICH TYPE OF EMAILS OR PROMOTIONS ARE REACHING PATIENTS OR CLIENTS
Once you learn how to use the Keap system it is so easy to generate email campaigns. I love the ability to make calls and send texts through the app on my cell phone. This way clients, and future clients, get a phone number that is not your personal cell number but you get the phone calls on your personal cell number. When a client calls it will bring up them through the Keap app and you get all their info right away.
The only dislike is that it takes a little time to learn how to set up the proper email sequences. Once you do the system is great.
It is solving the problem of being able to communicate with all my clients, and leads I get, in a simple manner. The benefit to this is it keeps me in front of those that did not purchase, right now, for future business
The ability to do so many things from one application. I love the scheduler and email set up!
Hoping recurring payments will come soon
No problems so far that aren’t user related. Automations, landing pages, all in one. I’m obsessed truly.
With Keap, I like how easy it is to create email and text sequences, customize them with many tools, and how easy it is to track and drive insights from the results.
I believe the user interface can be designed in a more simple way, there may be more shortcuts for the most used tabs. Other than these, I think everything is great :)
We use it for a lot of aspects. We create nurtures for different campaigns, track them with keap, do A/B testing within the same nurture and act properly regarding the results.
It has so many features - probably more than you will ever need. It saves me a lot of time on a daily basis by taking care of the follow up I need for my clients.
It has a steep learning curve - but once you've got it down, it's amazing. I also wish the mobile app was a little more robust and similar to the web interface - it would be really helpful to be able to do more with campaigns and get analytics and results in the mobile app.
I use it to keep in touch with my clients. The ability to craft different campaigns also helps me broadcast newsletters to my clients and help capture leads on my website. I can maintain different mailing lists and client lists and make sure that I am nurturing the new leads that come in through my website or through other sources.
