Keap

What is Keap?

Keap (formerly Infusionsoft) combines CRM, sales automation, and marketing automation into one platform for small businesses. The platform handles the complete customer journey—from first contact through repeat purchase—with automated follow-ups, email campaigns, and sales pipelines that work while you focus on your craft.

For small business owners who know they're losing leads to inconsistent follow-up, Keap provides the automation that larger companies have—scaled for small team budgets and capabilities. It's the system that ensures every lead gets nurtured and no customer gets forgotten.

Key Features

CRM & Contact Management

Centralize all customer information in one place. Track interactions, store notes, tag contacts for segmentation, and see complete relationship histories. Every team member accesses the same customer context without hunting through emails.

Sales Pipeline

Visual pipelines track deals from prospect to close. Automated task creation ensures follow-ups happen on schedule. Move deals through stages manually or trigger automated actions based on customer behavior.

Marketing Automation

Build automated email sequences that nurture leads over time. Trigger campaigns based on actions—form submissions, purchases, website visits. Sophisticated automation runs without constant attention.

Email Marketing

Send broadcast emails and automated sequences. A/B test subject lines and content. Track opens, clicks, and conversions. Templates and a visual builder create professional emails without design skills.

Appointments & Scheduling

Integrated scheduling eliminates back-and-forth emails. Share booking links, automate reminders, and sync with calendars. Appointments create CRM records automatically.

Invoicing & Payments

Send invoices, accept payments, and set up recurring billing. Connect with payment processors like Stripe and PayPal. Track revenue alongside customer relationships in one system.

Automation Builder

Visual workflow builders create complex automation without coding. If-then logic, delays, conditions, and actions combine into sophisticated customer journeys. Build once, run forever.

Pricing

Pro — $159/month (1,500 contacts). CRM, email marketing, landing pages, and basic automation.

Max — $229/month. Advanced automation, lead scoring, sales pipelines, and marketing analytics.

Ultimate — $279/month. E-commerce features, advanced reporting, and priority support.

Pricing scales with contacts. Additional contacts increase monthly cost. The investment reflects all-in-one capabilities replacing multiple separate tools.

Who Uses Keap?

Service-Based Businesses

Consultants, coaches, and agencies automate client acquisition and delivery. Lead capture, nurture sequences, appointment scheduling, and invoicing connect in one system. Service businesses find particular value in the scheduling and payment integration.

E-commerce Businesses

Online stores combine marketing automation with payment processing. Abandoned cart emails, purchase follow-ups, and loyalty campaigns run automatically. Track customer lifetime value alongside marketing performance.

Professional Services Firms

Law firms, accountants, and financial advisors manage client relationships from prospect to ongoing engagement. The CRM tracks interactions; automation ensures consistent communication without manual effort.

Small Business Owners

Solo entrepreneurs and small teams without marketing staff use Keap's automation to execute marketing programs that would otherwise require dedicated personnel. Automation multiplies limited resources.

Coaches and Course Creators

Online educators manage student relationships, automate course delivery, and process payments. The all-in-one nature reduces complexity for creator businesses.

Integrations

Keap integrates with payment processors (Stripe, PayPal), e-commerce platforms, scheduling tools, and productivity apps. Zapier connects to thousands of additional applications. API access enables custom integrations for specific business needs. QuickBooks integration syncs financial data.

Keap vs Competitors

Keap vs HubSpot

HubSpot offers more features at higher complexity and significantly higher enterprise pricing. Keap focuses on small business usability with integrated payments. HubSpot for scaling companies; Keap for small businesses wanting simplicity.

Keap vs ActiveCampaign

ActiveCampaign excels at marketing automation at lower price points. Keap adds CRM, payments, and scheduling in one platform. ActiveCampaign for marketing focus; Keap for all-in-one small business platform.

Keap vs Ontraport

Ontraport serves similar markets with comparable features. Both provide comprehensive small business automation. Comparison depends on specific feature needs and interface preferences.

Keap vs Mailchimp

Mailchimp focuses on email marketing with basic CRM features. Keap provides full CRM, payments, and advanced automation. Mailchimp for email marketing basics; Keap for comprehensive business automation.

Pros and Cons

What We Like

All-in-one platform reduces tool sprawl and integration complexity

Powerful automation accessible for small businesses

Integrated payments and invoicing streamline operations

Designed for non-technical users with visual builders

Scheduling and appointments included

Strong customer support reputation

Comprehensive small business solution

What Could Be Better

Higher price point than specialized tools

Learning curve for full platform utilization

Contact-based pricing adds up quickly with growth

Some features feel dated compared to newer competitors

Mobile app less capable than desktop

Tips for Success

Start with One Automation

Begin with your most important workflow—lead follow-up or appointment reminders. Master one automation before building complexity.

Clean Your Contact List

Contact-based pricing means dead contacts cost money. Regularly clean inactive contacts to manage costs.

Use Tags Strategically

Tags power segmentation and automation triggers. Plan your tagging strategy before building automations.

Leverage Implementation Support

Keap offers implementation services. Proper setup dramatically impacts results. Consider the investment in guided implementation.

Connect Payments Early

The payment integration is valuable—use it. Connect payment processors during setup, not as an afterthought.

Frequently Asked Questions

Is Keap still called Infusionsoft?

The company rebranded to Keap but maintains an "Infusionsoft by Keap" product for users wanting the original, more complex platform. Most small businesses use the streamlined Keap products.

How long does setup take?

Basic setup takes hours; full implementation with automation and integrations takes weeks. Keap offers implementation services for guided setup. The investment in proper setup pays dividends.

Can I migrate from another CRM?

Yes, Keap provides migration assistance and import tools. Contact records, tags, and basic sequences can transfer. Complex automations typically require rebuilding.

Is Keap good for beginners?

Keap balances power with usability better than Infusionsoft did. Beginners can use basic features immediately while growing into advanced automation. Learning resources and support help the journey.

What payment processors work with Keap?

Stripe, PayPal, and other processors integrate for payment collection. Recurring billing, invoicing, and payment tracking work within the platform.

Getting Started

Start with a trial to explore the platform. Import your contacts and set up basic CRM structure. Create your first automation—a simple follow-up sequence works well for testing.

Connect payment processing and calendar integrations. Explore the template library for email and landing page ideas. Take advantage of onboarding support to accelerate implementation.

Final Verdict

Keap delivers comprehensive small business automation in one platform. The combination of CRM, marketing automation, payments, and scheduling provides genuine all-in-one value—especially for service businesses managing client relationships end-to-end.

The investment makes sense for businesses serious about systematic growth. Small operations handling everything manually will find Keap transforms their ability to nurture leads and maintain customer relationships at scale.

Rating: 4.3/5