Keap

Put Your Business Growth on Autopilot

CRM
★★★★☆ 3.9
2001 Founded
501-1000 Employees
200,000+ users Customers
Chandler, AZ, USA Headquarters

Quick Facts

✓ Free Trial
Website
keap.com →
Starting Price
299
Pricing Model
tiered
Free Trial
14 days
Company Type
acquired

About Keap

Keap is a small business–focused CRM and marketing automation platform that helps entrepreneurs and growing companies organize their customer data, automate follow-up, and streamline sales and payments. Formerly known as Infusionsoft, the company pioneered all‑in‑one CRM and automation for small businesses and continues to focus on service-based SMBs that want to move beyond basic email tools and spreadsheets. Keap’s platform brings CRM, email and text marketing, sales pipeline management, appointment scheduling, invoicing, and online checkout together in one subscription, reducing the need to juggle multiple point solutions.

Founded in 2001 in Arizona, Keap has spent over two decades refining a system tailored to how small businesses actually operate. Contacts, companies, tasks, forms, deals, email engagement, and purchase history all live in a unified database. On top of that foundation, Keap layers powerful automation through visual builders and AI assistants so users can design campaigns that capture leads, score them based on behavior, trigger personalized emails and texts, assign tasks, and move deals through a pipeline without constant manual work. The company pairs its product with structured onboarding and coaching packages designed to help non-technical teams launch meaningful automations quickly.

Keap’s positioning in the CRM market is as an "automation-first" alternative to lighter SMB CRMs and heavyweight enterprise suites. Compared with tools like Pipedrive or basic versions of HubSpot CRM, Keap generally offers deeper built-in automation, payments, and lifecycle marketing tools. At the same time, it aims to remain more accessible to small teams than enterprise platforms such as Salesforce, offering curated integrations, a native mobile app, and prebuilt automation templates. Its Zapier integration and open API extend the platform to thousands of other apps when customers outgrow the native catalog.

In October 2024, Keap was acquired by Thryv Holdings and now operates as "Keap, a Thryv, Inc. brand," while continuing to serve over 200,000 users worldwide. The Thryv acquisition is intended to strengthen Keap’s go‑to‑market and expand its reach among local service businesses, while keeping Keap’s product roadmap focused on small-business CRM, automation, and integrated payments. Keap remains a distinct product line within Thryv’s portfolio and is still marketed primarily to founders, coaches, agencies, and service providers that want serious automation without adopting a full enterprise stack.

Key Features

CRM and contact management - unified contact and company records with custom fields, tagging, lists, and saved searches.

Sales pipelines - visual drag-and-drop pipelines with pipeline automation to move deals and trigger follow-up at each stage.

Marketing automation - visual automation builder and Easy Automations to trigger emails, tasks, and tags based on customer behavior.

Email marketing - broadcasts, newsletters, and 1:1 emails with templates plus AI Content Assistant to help write copy.

Text marketing and business line - SMS campaigns, 1:1 texts, and a dedicated business phone line for calls and texts (US & Canada).

Landing pages and multi-page funnels - hosted landing pages, forms, and multi-step funnels to capture and convert leads.

Quotes, invoices, and checkout forms - send quotes, one-time and recurring invoices, and customizable checkout forms with order bumps and promo codes.

Integrated payments - native payments (US) plus third-party processors like PayPal, Stripe, and Eway for one-time and recurring payments.

Appointment scheduling - shareable booking links with Google and Outlook calendar sync and automated confirmations and reminders.

Lead scoring and segmentation - score leads based on activity and use tags, lists, and filters for granular targeting.

Reporting and analytics - reporting hub, ROI and funnel reports, and an email deliverability health dashboard.

Mobile app - iOS and Android apps for managing contacts, tasks, appointments, calls, texts, and invoices on the go.

AI Automation Assistant - uses templates and AI to generate entire campaigns and workflows in minutes.

Google reviews and internal forms - automatically request Google reviews and use internal forms to streamline service workflows.

Open API and webhooks - REST API, webhooks, and native Zapier integration for custom integrations and advanced workflows.

Pros & Cons

👍 Pros

  • Powerful automation capabilities, including advanced workflows, tagging logic, and lead scoring that go beyond most SMB CRMs.
  • All-in-one platform that combines CRM, email and text marketing, sales pipelines, appointments, quotes, invoices, and payments.
  • Highly customizable contact records, fields, and reports, allowing detailed segmentation and tailored campaigns.
  • Visual pipeline and automation builders that make it easier to see where leads are in the funnel and what happens next.
  • Strong implementation ecosystem with onboarding packages, a dedicated Customer Success Manager, Keap Academy courses, and an active partner network.
  • Native mobile app and dedicated business line that help teams manage leads, calls, texts, and invoices on the go.

👎 Cons

  • Steep learning curve and non-intuitive UI for new or non-technical users; many reviewers say extensive training is required.
  • Higher pricing than many small-business alternatives, plus mandatory onboarding/implementation fees that increase total cost of ownership.
  • Occasional technical glitches, slow loading, and bugs that can disrupt automations, payments, or reporting.
  • Reporting and analytics are powerful but can feel fragmented and complex, requiring time to master.
  • Some users report frustrations with billing, cancellation, and inconsistent support quality, especially via chat.

User Reviews

G2
4.2
★★★★☆
Capterra
4.1
★★★★☆
TrustRadius
6.7
★★★★★

Integrations

Gmail Outlook Google Calendar Zapier Calendly Zoom Facebook Lead Ads Facebook Shopify BigCommerce WordPress SurveyMonkey Acuity Scheduling Eventbrite Typeform Leadpages Jotform Stripe PayPal Eway Google My Business / Google Reviews

Best For

Company Size

smb mid-market

Industries

Professional Services Consulting and Coaching Marketing and Creative Agencies Home and Local Services Health, Wellness and Fitness Real Estate

Use Cases

Marketing automation and drip campaigns Lead capture and lead nurturing Sales pipeline and opportunity management Appointment scheduling and client onboarding Email and SMS marketing Invoicing, online checkout, and subscription billing

FAQ

What is Keap?

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Keap is an automation-first CRM and marketing platform designed for small and midsize businesses. It combines contact and company records, sales pipelines, email and text marketing, appointment scheduling, quotes, invoices, online checkout, and reporting in a single subscription. The goal is to automate repetitive follow-up and administrative work so small teams can focus on serving clients and closing deals.

How much does Keap cost?

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Keap uses a usage-based, tiered pricing model that scales with the number of contacts and users in your account. As of late 2025, Keap's pricing starts at about $299 per month for the full platform, with costs increasing as you add more contacts and user seats. New customers are also required to purchase an implementation package, with onboarding options starting around $1,500. A 14-day free trial is available, but there is no ongoing free plan.

What are the main features of Keap?

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Core Keap features include CRM and contact management, visual sales pipelines, advanced marketing and sales automation, email broadcasts and newsletters, SMS marketing and a dedicated business phone line, landing pages and forms, quotes, invoices and recurring payments, online checkout forms with order bumps and promo codes, appointment scheduling, detailed reporting and dashboards, a mobile app for iOS and Android, and an open API plus native Zapier integration for connecting thousands of other apps.

Who are Keap's main competitors?

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Keap's main competitors in the small-business CRM and marketing automation space include HubSpot CRM & Marketing Hub, ActiveCampaign, Zoho CRM, and Pipedrive. Depending on the use case, other alternatives like Thryv, Constant Contact, or Mailchimp with add-on CRM features may also be considered. Buyers often compare these platforms on automation depth, ease of use, pricing, and ecosystem integrations.

Is Keap good for small businesses?

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Yes, Keap is built specifically for small businesses and entrepreneurs, especially service-based companies that rely on follow-up, appointments, and repeat relationships. It can be very effective for owners who are ready to systematize their marketing and sales with automation. However, the product is more complex and expensive than basic CRMs, and the required onboarding fees mean it's best suited to small businesses with at least a modest budget and the willingness to invest time in setup and training.

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