Keap CRM Review: Comprehensive Analysis & Insights

keap crm review

Table of Contents

Keap CRM, formerly known as Infusion Software, is a comprehensive sales and marketing platform designed explicitly for small businesses. Offering a wide range of features, such as contact management, marketing automation, e-commerce capabilities, and more, Keap has become the go-to CRM solution for many entrepreneurs and businesses looking to streamline their operations and improve customer engagement (TrustRadius).

The platform’s user-friendly interface and robust set of tools and features have garnered strong reviews from various sources, ranking the platform as one of the best CRM solutions available in 2023 (U.S. News). Keap’s focus on automating as many stages of the sales journey as possible and its extensive library of workflow templates has made it particularly popular among businesses seeking the best CRM software for sales automation (

In comparison to other CRMs available, Keap offers a more expensive pricing structure, with its Lite plan starting at $79 per month. Nonetheless, the value provided by Keap’s versatile range of features, comprehensive support, and ease of use is appreciated by users who find the flexibility worth the investment (U.S. News).

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Keap Overview

What is Keap

Keap is an all-in-one CRM, sales, and marketing automation platform to help businesses grow. This comprehensive software-as-a-service (SaaS) solution combines various capabilities, such as contact management, CRM, marketing automation, and e-commerce, into a single, subscription-based platform (TrustRadius). Keap aims to streamline business processes by allowing users to capture, organize, track, and nurture leads to increase sales and revenue (G2).

What is Keap Used for

Keap is primarily used by small businesses to automate their sales and marketing efforts. Its features include:

  • Contact management: Keap helps organize and track contacts, making it easier to build targeted marketing campaigns and offer personalized service.
  • CRM: Enhance customer relationships and stay on top of follow-ups by using Keap’s CRM capabilities.
  • Marketing automation: Create and send automated email campaigns, track user engagement, and manage leads to streamline the marketing process.
  • E-commerce integration: The platform offers e-commerce capabilities allowing businesses to manage orders, invoices, and payments all within the same system (TrustRadius).

Moreover, Keap offers appointment management and invoicing features, making it an all-inclusive tool for managing various aspects of a small business (TechRadar). It’s a straightforward interface and generous feature set make Keap a powerful and easy-to-use solution for business growth (TechRadar).

What’s Included in Keap

Keap CRM is an all-in-one sales and marketing automation platform that supports business growth. It offers a wide array of features and functionalities, catering to the diverse needs of its users. This section will discuss some of the main components included in Keap’s offering.

Contact and Deal Management: Keap’s CRM provides efficient connection and deal management features to help businesses capture, organize, track, and nurture leads. Users can store comprehensive information about their clients and prospects and track their interactions and sales pipeline to close deals efficiently. Deal stages, tasks, and reminders can also be customized to suit the business workflow.

Sales Automation: Keap enables users to automate their sales processes through customizable automation rules, process templates, and automated email follow-ups. This helps streamline tasks, reducing manual effort and increasing productivity. Sales teams can identify hot leads and act on opportunities faster, driving improved sales performance.

Reporting and Analytics: Keap’s reporting and analytics tools offer insights into the sales process, campaign performance, and overall business metrics. Users can analyze data on sales and marketing efforts, track revenue, and monitor the performance of individual team members. While the reporting tools may seem limited for some, they serve a valuable purpose in identifying areas of improvement and growth.

Email Marketing: The platform incorporates an impressive email marketing feature, which includes customizable templates, drag-and-drop email builders, automation tools, and advanced segmentation capabilities. Users can design, schedule, and track email campaigns to reach the right audience with targeted messaging, driving better engagement and conversion rates.

E-commerce Features and Integrations: Keap offers built-in e-commerce tools to support online sales, accept payments, manage inventory, and process orders. Additionally, the software integrates with various popular third-party applications, like QuickBooks, Zapier, and Shopify, to enhance its capabilities and streamline business processes.

Benefits of Using Keap

One of the most notable benefits of using Keap CRM is its ease of use. With a straightforward interface and generous support options, the platform is highly accessible even for novice CRM users (TechRadar). This makes it an excellent choice for small businesses looking to streamline their sales and marketing processes.

Another advantage of Keap is its comprehensive set of features. The software combines basic contact management, CRM, marketing automation, and e-commerce capabilities into a subscription-based SaaS product (TrustRadius). This all-in-one solution can help businesses save both time and money by reducing the need for multiple tools and platforms.

Here are some of the useful features that Keap offers:

  • Appointment management
  • Invoicing and payment integration
  • Email marketing
  • Automated follow-ups
  • Lead management

Keap also provides a public API to easily connect to more tools and create advanced automation ( This flexibility allows businesses to tailor the CRM system to their needs and goals.

Moreover, the platform’s focus on small businesses enables it to provide specialized features and support catering to this target audience. By offering a comprehensive sales and marketing tool customized for small businesses, Keap can be an invaluable asset for organizations looking to scale up and grow.

Keap Free vs. Paid

What’s the Difference

When considering Keap as a CRM solution, it is essential to understand the differences between the free trial and paid versions of the software. While Keap does not offer a free version of its platform, it does provide a 14-day free trial for potential users. This free trial does not need credit card information, allowing you to test the software before investing in a paid plan.

As for the paid version, Keap offers several features, including contact management and advanced contact organization. In addition, it comes with built-in marketing, sales, and e-commerce tools, as mentioned by

Regarding pricing, Keap is comparatively more expensive than other CRM options. U.S. News states that it has the most costly base monthly cost out of all the CRMs that they reviewed. This cost is something to consider when deciding whether to upgrade to a paid plan after the free trial expires.

Some features exclusive to the paid version of Keap are:

  • Appointment management
  • Invoicing
  • Easy-to-use automation features, including templates and a drag-and-drop automation builder

Overall, it is crucial to weigh the benefits of the paid version against your business needs and budget when making a decision.

Keap Features List

Keap offers a comprehensive suite of features for small businesses, focusing on contact management, CRM, marketing automation, and e-commerce capabilities. Some of these features include:

  • Contact management: Keap allows for efficient organization and tracking of all contact information, including email addresses, phone numbers, and other relevant details.
  • CRM: The platform offers a full-featured CRM that helps users manage customer relationships, nurture leads, and increase sales and revenue.
  • Marketing automation: Keap allows businesses to create automated email campaigns, track customer engagement, and monitor analytics to make data-driven decisions.
  • Appointment management and invoicing: Keap includes appointment scheduling tools and invoicing capabilities, making it easy to manage appointments and finances in one place.
  • E-commerce capabilities: Keap offers integrated e-commerce options, enabling businesses to sell products and services directly from their platform.

In addition to these core features, Keap provides a selection of tools geared towards ensuring success for its users, such as:

  • Expert coaching and in-depth training: Keap offers support to help businesses get the most out of their platform.
  • Outstanding support and a dedicated community: Keap has an active community of entrepreneurs and offers excellent support resources for its users.

All these features and tools collaborate to make Keap a comprehensive sales and marketing platform that is specifically tailored for the needs of small businesses.

Keap Pros and Cons

Keap CRM is designed for small businesses and offers a comprehensive sales and marketing platform. In this section, we outline the pros and cons of Keap CRM based on various reviews and user experiences:



  • Keap CRM has a high price compared to most email marketing tools, making it less appealing to budget-conscious small businesses.
  • Users may face a steep learning curve when first adopting the platform. Some customers have mentioned that Keap Max Classic still has a learning curve, but the payoff is huge once you master the system.
  • Limited reporting functionality and steep price points may deter some small businesses (TechRadar).

In summary, Keap CRM offers a comprehensive and feature-rich platform that can be a valuable asset to small businesses. While the pricing and learning curve may concern some users, the benefits and potential for business growth make it worth considering.

Is Keap Worth It?

For small businesses, solopreneurs, and mid-sized companies, Keap can be a valuable asset in organizing and streamlining operations. Even brick-and-mortar establishments like law firms and real estate agencies can benefit from its features. The main advantage of Keap is its ability to turn chaos into calm by automating tedious tasks and freeing up time for more essential activities(Dreamgrow).

Keap combines contact management, CRM, marketing automation, and e-commerce capabilities within a single, subscription-based SaaS product, making it a comprehensive solution for various businesses(TrustRadius). It excels in integrating features like appointment management and invoicing(TechRadar), which can be essential for companies that rely on client appointments and billing.

However, it is essential to consider the cost factor when evaluating Keap’s value for your organization. Keap tends to be more expensive than other CRM solutions, especially if you must pay additional users and contacts(U.S. News). Furthermore, more affordable solutions like MailChimp may be better if your organization only requires email marketing features without the full range of CRM capabilities (TechRadar).

In summary, Keap can be a valuable investment for businesses that require a comprehensive sales and marketing platform and can benefit from its streamlined task automation and integrated features. However, alternative solutions may be more appropriate for organizations with specific or cost-sensitive requirements.


Keap CRM has proven to be a valuable tool for startups, small businesses, and entrepreneurs needing a user-friendly CRM solution. With its all-in-one functionality, the platform offers a range of features, including contact management, marketing automation, and e-commerce capabilities, enabling businesses to capture, organize, track, and nurture leads to increase sales and revenue (G2).

While it offers impressive email marketing and payment functionalities, Keap’s limited reporting and relatively steep price points may deter some small businesses (TechRadar). However, for those businesses that can navigate these challenges, Keap hones the potential to significantly streamline sales and marketing processes, enabling growth and improved efficiency.

In summary, Keap is a powerful CRM software offering many essential features for small businesses. Although it may not cater to every type of business or size, its comprehensive suite of tools provides a solid foundation for managing leads, optimizing marketing campaigns, and enhancing customer relationships. Companies considering investing in a CRM solution should carefully assess their needs and evaluate the potential benefits Keap can deliver in improving their sales and marketing efficiency.

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