Keap

Overview

Keap (formerly Infusionsoft) is a veteran in the marketing automation space, having pioneered sales and marketing automation for small businesses since 2001. Headquartered in Chandler, Arizona, Keap serves entrepreneurs and small businesses with an all-in-one platform that combines CRM, email marketing, sales pipeline management, appointment scheduling, invoicing, and payment processing. The platform has been recognized in over 274 G2 Spring 2024 reports across 11 categories, and maintains a solid reputation for helping small businesses automate their growth.

Key Strengths

Keaps primary advantage is its all-in-one approach specifically designed for small businesses and solopreneurs. Unlike platforms that focus purely on email marketing, Keap includes native invoicing and payment processing (Keap Pay), appointment scheduling, a business phone line, and e-commerce tools alongside its marketing automation. The campaign builder uses a visual drag-and-drop interface that maps out entire customer journeys from lead capture through sale. Each plan includes a dedicated customer success manager who guides new users through setup, which is a significant differentiator in the SMB space.

Pricing Analysis

Keap offers two main plans: Pro at $249/month (1,500 contacts, 2 users) and Max at $289/month (2,500 contacts, 3 users). Annual billing saves approximately 17-20%. Both plans include core CRM, email marketing, sales automation, payments, invoicing, and appointments. The Max plan adds advanced reporting and lead scoring. This pricing positions Keap at the higher end for small businesses, but the all-in-one nature means you may save money by eliminating separate tools for CRM, payments, scheduling, and email marketing.

Who Is It Best For?

Keap is ideal for service-based small businesses and B2B companies that need more than just email marketing. If you need appointment scheduling, invoicing, payment collection, and CRM alongside your marketing automation, Keap consolidates these into one platform. It is particularly popular with consultants, coaches, real estate professionals, and small agencies.

The Bottom Line

Keap is a solid all-in-one platform for small businesses that value having CRM, payments, and marketing automation in a single tool with personalized onboarding. However, its higher starting price and somewhat dated interface compared to newer competitors mean it works best for businesses that will genuinely use all of its integrated features rather than just email marketing.