Keap
CRM with built-in marketing automation, email marketing, and payments for small businesses.
Overview
Keap (formerly Infusionsoft) is a CRM that bundles marketing automation, email campaigns, appointment scheduling, invoicing, and payment processing into one platform. It's designed for small service businesses — coaches, consultants, agencies — who want to manage their entire client lifecycle without juggling multiple tools.
The automation builder lets you create complex sequences triggered by form submissions, purchases, tags, or dates. Keap handles the entire funnel: capture leads with forms, nurture with automated emails, book appointments, send quotes, collect payment, and follow up — all from one system. The trade-off is a steep price tag starting at $249/mo.
Strengths
- All-in-one: CRM, email, automation, invoicing, and payments
- Powerful automation builder for complex nurture sequences
- Built-in appointment scheduling and payment processing
- 20+ years in business — mature and stable platform
Weaknesses
- $249/mo is extremely expensive for small businesses
- Steep learning curve — takes weeks to set up properly
- Interface feels dated compared to modern CRMs like Attio
- Migration from other tools is complex and often requires a consultant
Pricing estimate
14-day free trial
Quick info
- Category
- CRM
- Starting price
- $249/mo
- Free tier
- No
- Open source
- No
- Best for
- Small teams
- Founded
- 2001
Last updated 2026-04-12
Top alternatives to Keap
More CRM tools
Stay sharp
New crm tools, price changes, and honest takes — weekly.