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Keap (formerly Infusionsoft)

CRM with Advanced Marketing Automation

4.2/5(1834 reviews)

$249/month

✓ Free Trial

Overview

Keap (formerly Infusionsoft) is a CRM and marketing automation platform designed for small businesses needing sophisticated automation without enterprise complexity. Known for its powerful campaign builder and automated follow-up sequences, Keap helps businesses nurture leads, automate repetitive tasks, and grow revenue. Particularly strong for service businesses, coaches, and consultants who rely on consistent follow-up.

Pros

Powerful marketing automation capabilities
Advanced campaign builder with visual workflow
Strong email marketing and segmentation
Payment collection and invoicing built-in
Appointment scheduling included
Good for service businesses and coaches
Extensive training and support resources
Mobile app for on-the-go access

Cons

Higher price point than competitors
Complex to set up initially
Contact limits require upgrades
Steep learning curve for full features
Additional costs for extra contacts
Can be overkill for simple needs

Key Features

Campaign Builder

Visual automation builder for creating sophisticated multi-step campaigns. Trigger actions based on tags, behaviors, and engagement.

Lead Scoring & Tagging

Automatically tag and score leads based on behavior, demographics, and engagement. Prioritize hot leads and personalize communication.

Email Marketing

Broadcast emails, automated sequences, segmentation, and A/B testing. Professional templates and drag-and-drop editor included.

Sales Pipeline

Visual pipeline for tracking opportunities from lead to close. Automate tasks and follow-ups based on deal stage.

Payments & Invoicing

Accept payments, create invoices, set up recurring billing, and track revenue. Reduce friction in getting paid.

Appointment Scheduling

Online booking calendar syncs with your availability. Send automated reminders and reduce no-shows with confirmations.

Our Verdict

Keap delivers powerful automation for small businesses willing to invest time learning the platform. The higher price point is justified by comprehensive features combining CRM, marketing, payments, and scheduling. Best for service businesses and coaches who depend on consistent follow-up and want to automate growth.

Last updated: October 2025

Pricing Details

$249/month

Starting price

Pro ($249/month for 2 users, 1,500 contacts), Max ($299/month for 3 users, 2,500 contacts). Additional users $29/month, contact packs extra. Includes CRM, marketing automation, sales pipeline, and payments. 14-day free trial.