Keap

CRM + automation for small businesses (formerly Infusionsoft).

4.1/5 From $249/mo · free plan Marketing Automation
Best for Service-based small businesses
Pricing From $249/mo
Setup time Under 60 min
Learning curve Moderate
Support Email, live chat, onboarding specialist
Company Keap (formerly Infusionsoft)
Launched 2001

About Keap

Keap is a Marketing Automation tool aimed at service-based small businesses. The strengths show up in two places — All-in-one CRM + email + payments, and appointments and invoicing baked in. The product centres on CRM and Marketing automation — everything else is scaffolding around those. There's a free plan to explore first, with paid tiers from $249/mo. Fine for service-based small businesses who value one-vendor simplicity. Reviewers keep pointing to the same thing: easier onboarding than old Infusionsoft.

Available on

Web appiOSAndroidAPI

Integrates with

QuickBooksWordPressZapierStripeShopify

Who it's for

A quick filter before you spend time on Keap — read both sides before committing.

Use it if…

  • Service-based small businesses
  • Solo consultants and coaches
  • Teams needing CRM + email in one

Skip it if…

  • E-commerce (Klaviyo wins)
  • B2B SaaS (HubSpot wins)
  • Teams needing modern UI

Pros and cons

Pros

  • All-in-one CRM + email + payments
  • Appointments and invoicing baked in
  • Easier onboarding than old Infusionsoft
  • Hits the core marketing automation workflow without forcing a hunt for second tools
  • Pricing lands in the right band for its target buyer

Cons

  • Pricing starts at $249/mo (steep for solopreneurs)
  • UI is improving but still clunky
  • Automation builder has a learning curve
  • Not the cheapest option in the category — the free alternatives cover basics
  • Advanced features sit behind higher-tier plans most small teams won't need

Features

The capabilities you actually get when you sign up for Keap.

  1. 01

    CRM

    Contact management with pipeline tracking

  2. 02

    Marketing automation

    Visual journey builder

  3. 03

    Appointments + invoicing

    Scheduling and payment collection in one

  4. 04

    Core workspace

    The main editor or dashboard where day-to-day marketing automation work happens

  5. 05

    Integrations hub

    Connects to the tools your stack already uses so data doesn't live in silos

  6. 06

    Reporting and dashboards

    Built-in reports and exportable dashboards for stakeholder reviews

Pricing

A free plan to start, then paid tiers for the full set of features.

Pro

$249 /mo

  • 1,500 contacts
  • CRM + marketing + payments

Frequently asked questions

What people usually want to know before signing up for Keap.

Is Keap the same as Infusionsoft?

Yes — rebranded and modernized but same core product.

Does Keap do e-commerce?

Yes, but it's not Shopify-level. Fine for simple service businesses.

Do I need a CRM to use this?

A standalone CRM isn't required — most marketing automation tools include a lightweight contact layer. For B2B sales, pair with HubSpot CRM or Salesforce.

How long is a realistic implementation?

Two to six weeks to replace a legacy ESP + partial CRM. Shorter if you're migrating like-for-like, longer if you're bolting on scoring and attribution.

Can I run both marketing and transactional email from here?

Marketing yes, transactional usually no — route transactional through a dedicated provider so your deliverability stays clean.

Bottom line

Should you use Keap?

Fine for service-based small businesses who value one-vendor simplicity. Modern alternatives cost less and move faster.