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Keap Reviews

& Product Details

What is Keap?

Keap is a CRM, sales, and marketing tool that helps you automate and optimize your processes. Furthermore, the Keap software will enable you to get more sales by taking over repetitive tasks such as tracking leads with emails and SMS and setting up appointments.

In simpler terms, Keap Infusionsoft is a sophisticated email marketing tool with integrated customer relationship (CRM), sales, and marketing automation features.

Keap, formally called Infusionsoft, was founded in 2001 by Scott and Eric Martineau, two brothers from Arizona. As we know it today, it began its journey back in 2004 with the launch of the first version of its sales automation software. Moreover, Infusionsoft changed its name to Keap back in 2019. The change came with more than the name and was followed by a product-friendly product for non-technical founders.

Best For

Powerful CRM, Sales & Marketing Automation.

Recommended For

  • StartUps
  • Freelancers
  • Small Business
  • Medium Business
  • Large Enterprise
  • Non-profit Organization
  • Personal


  • Cloud, SaaS, Web-Based
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux


  • Company Name


  • Located In

    United States

  • Website

Keap Pricing

Starting from:

$169 /month

Pricing Model: Subscription

Pricing Details:

Keap pricing and plans are versatile and designed to grow your business. There are three plans: Pro, Max & Maxx Classic. Keap Pro starts from $169/month for 1500 total contacts. Paying annually will save you 20% on Pro & Max plans. In addition, Max Classic has custom pricing & you need to talk with the sales team. Also, a Keap Free trial is available, and you can try the CRM software free for 14 days.

See Keap Coupons

Keap Features

  • Campaign Management
  • Contract Management
  • Customization
  • Data Import/ Export
  • Email Marketing
  • Interaction Tracking
  • Lead Capture
  • Lead Management
  • Quotes/Proposal Management
  • Reporting/Analytics
  • Social Network Integration
  • Task Management

Additional Features

  • Client Management
  • Contact Database
  • Dynamic Content
  • Live Chat
  • Third-Party Integrations
  • Customer Database
  • Activity Dashboard
  • Event-Triggered Actions
  • Pipeline Management
  • Marketing Automation
  • Calendar Management
  • Drip Campaigns
  • Landing Pages/Web Forms
  • List Management
  • Subscriber Management
  • Template Management
  • ROI Tracking
  • CRM
  • Social Marketing
  • Lead Qualification
  • Sales Pipeline Management
  • Segmentation
  • Multi-Channel Marketing
  • Territory Management
  • Calendar/Reminder System
  • CAN SPAM Compliance
  • Mobile Access
  • Auto-Responders
  • Lead Generation
  • Inventory Management
  • Customer Surveys
  • AB Testing
  • Alerts/Notifications
  • Cataloging/Categorization
  • Customer Service Analytics
  • Customer Support
  • Customizable Templates
  • Drag & Drop
  • Email Response Control
  • Form Builder
  • Image Library
  • Knowledge Management
  • Lead Distribution
  • Lead Notifications
  • Performance Metrics
  • Lead Nurturing
  • Lead Segmentation
  • Personalization
  • Promotions Management
  • Prospecting Tools
  • Reference Usage Tracking
  • Relationship Tracking
  • Responsive
  • Search Marketing
  • Search/Filter
  • Self Service Portal
  • SEO Management
  • Shared Contacts
  • Source Tracking
  • Website Management
  • Website Visitor Tracking
  • WYSIWYG Editor

Keap vs. Similar Products


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Email automation that meets the challenges of B2B SaaS

HubSpot CRM

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Keep all your contacts in one centralized, customizable database.


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Accelerate your revenue with context-driven sales.


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The CRM platform to grow your business.

Keap Integrations

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About Keap

It is a tool under constant development and has adapted over the years to probably the best version we have so far. Back in 2019, together with the change of name Keap Infusionsoft changed its focus on small businesses. However, we will have to draw an exact conclusion after going through all the chapters of this Keap review. We’ve been surprised by tools before, and after the review, we concluded that they work for companies of all sizes. So, let’s move to the actual Keap review and take a deep look at it.

To better understand what we are talking about, let’s start the Keap review by understanding what it’s designed for and the differences between the Keap we know today and the format Infusionsoft.

About the company Keap

Keap was founded in 2001 under the name of Infusionsoft by Scott and Eric Martineau, two brothers from Arizona, USA.

The company changed its name from Infusionsoft to Keap back in 2019. Infusionsoft launched its first sales automation back in 2004. So, Keap, as we know it today, is an “octopus” meant to ease your work and directed towards non-technical users.

Is Keap a CRM?

It is a CRM tool but not only. The Keap software is, as mentioned above, a sophisticated automation tool that integrates both CRM and Sales & Marketing Automation.

Who uses Keap?

Most companies using the Keap software are located in the United States and are in the small to medium-sized businesses spectrum, meaning they have between 10 to 50 employees. Furthermore, Keap has a lifecycle approach toward your customers, therefore, many e-commerce users.

What is the difference between Keap and Infusionsoft?

There is almost no difference between Keap and Infusionsoft. Infusionsoft became Keap back in 2019.

Furthermore, the company focuses most of its resources on small and medium-sized companies rather than before. Other than the name change and updates made to the product ever since no other differences are noticeable.

The former Infusionsoft package became the Keap Max Classic package at the same price of $199/month.

Details of Keap Features

The Keap software comes with a series o features common to all its license plans. The company develops the features they offer in each plan according to every organization’s needs. The differences between the packages do not lie in the account of contact you can have in your database, set at a standard of 500 contacts to be with but rather in the functionality.

Furthermore, the software will launch many new features in the upcoming months, which we will present below in the Keap review.

Keap General Features

All three packages come with nine default features to satisfy most of your expectations from the Saas product. Thus, all the plans include the following:

  • CRM – Uses smart forms, message personalization, customer interaction history, and email automation, all part of Keap CRM.
  • Sales & Marketing Automation – Automate sales pipelines, follow-ups, and marketing activities, including email journeys.
  • Email Marketing – Create and automate email journeys to increase your clients’ reach and conversion and save precious time for other activities.
  • Payments – Receive payments through Stripe, WePay, or Paypal.
  • Lead Capture – uses Smart Lists for lead management.
  • Mobile app – Applications are available on both Apple and Android.
  • Unlimited Emails
  • Data Migration Support
  • Top-Rated Support

Keap CRM & Marketing Automation features

  • Contact management
  • Contact segmentation
  • Saved searches, filters, and contact list
  • Tasks
  • Forms
  • B2B Management
  • Landing pages
  • Lead scoring
  • Quotes
  • Appointments

  • Sales pipeline
  • Mobile app
  • SMS & phone line
  • Email Marketing
  • Email Syns
  • A/B email testing
  • Gmail & Outlook
  • Invoices
  • One-time payment
  • Recurring payments

  • Subscription management
  • Checkout forms
  • Easy automation
  • Reminders
  • Internal forms
  • API (Integrations)
  • Advanced automation
  • Pipeline automation
  • Reports
  • Analytics
  • Default user roles
  • Customizable Dashboard

Furthermore, in the year’s second quarter, Keap prepared a series of new features to be introduced. Also, most features will be available for the Pro and Max plans.

Keap Upcoming Features

  • Automated SMS
  • SMS broadcasts
  • Custom e-commerce pages
  • 1-click upsell
  • 1-click cross-sell
  • Shopify Integration
  • Custom user roles
  • Sales Funnels

What stands out the most from the Keap upcoming features are the features specific to shopping cart software such as ThriveCart and Paykickstart. Thus, it seems that Keap Infusionsoft plans to penetrate that market and offer 4 in 1 option for its users. That looks interesting, looking strictly at the fact that instead of using four tools, one for marketing automation, one for CRM, one for invoicing, and one for a shopping cart, you will be able to choose to use Keap alone.

To summarize, it all depends on the quality and flexibility they will come with at the end of the day, and we are looking forward to testing that out for you guys and giving you our input.

Keap Review Conclusion

In conclusion, Keap is a very versatile software or a 3in1 tool that helps you handle your customer relationship aspects, invoicing, and marketing automation, and in the coming future, even some shopping cart applications.

The former Infusionsoft comes with many features as a standard option so pay attention to which Keap pricing fits your needs. Moreover, the product is oriented towards small and medium-sized businesses, which could be more obvious.

Therefore, if you are looking for a similar product for a larger company, we recommend looking for a cheaper version or discussing a custom price. In addition, we find the Keap software fairly limited in terms of the number of contacts it allows you to have, especially if we are talking about a trendy online retailer.

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