Keap
CRM and marketing automation for small businesses — formerly Infusionsoft
From $299/mo
What is Keap?
Keap (formerly Infusionsoft, rebranded in 2019) is an all-in-one small business platform combining CRM, email and SMS marketing automation, invoicing, payments, and appointment scheduling. It targets small service businesses — coaches, consultants, agencies, freelancers — who need to automate client follow-up and administrative tasks without a large stack of separate tools.
The platform's Automation Builder uses a visual flow chart to create sequences that trigger based on contact behavior: a new lead form submission can automatically send an email, create a task, add a tag, send a text message, and schedule a follow-up call — all without manual intervention. Keap's built-in invoicing and Stripe payment integration allows the entire sales process — from lead capture through payment — to be automated. The landing page builder and appointment booking tool complete the self-contained ecosystem. Keap is not trying to compete with Salesforce or Marketo. Its target customer is the service business owner who wants to stop losing leads through cracks in their process.
Key Features
- CRM & Contact Management
- Email & SMS Automation
- Visual Campaign Builder
- Invoicing & Payment Processing (Stripe)
- Appointment Booking
- Landing Page Builder
- Lead Capture Forms
- Pipeline & Deal Tracking
- Reporting & Analytics
- Mobile App
Pros & Cons
Pros
- All-in-one for service businesses — CRM, automation, payments, booking in one
- Automation builder is powerful relative to the price
- No need to stack multiple tools for lead-to-payment workflow
- Strong community and training resources
Cons
- Expensive for what you get — $299/mo is steep for SMBs
- UI feels dated compared to newer tools
- Learning curve for the automation builder
- Limited integrations compared to Zapier or ActiveCampaign
Pricing
Model: Subscription
| Plan | Price | Key Limits |
|---|---|---|
| Pro | $299/mo | 1,500 contacts, 2 users, core automation |
| Max | $399/mo | 2,500 contacts, 3 users, advanced features |
| Ultimate | Custom | Unlimited contacts, custom users |
Frequently Asked Questions
- What is the difference between Keap and Infusionsoft?
- They are the same product. The company rebranded from Infusionsoft to Keap in 2019, introducing a simpler version of the platform (originally called Keap Grow and Keap Pro) alongside the full Infusionsoft product. Today, the entire platform is branded as Keap.
- Is Keap good for small businesses?
- Keap is well-suited for service-based small businesses with 1-10 employees that need CRM + automation + payments in one place. The $299/mo starting price is significant for very small businesses — HubSpot or ActiveCampaign may be better starting points until you need Keap's invoicing integration.
- Does Keap have an affiliate program?
- Yes. Keap offers an affiliate program with commission on referred subscriptions. Details are available through the Keap Partner Program page.