Keap is positioning itself as the automation-first CRM for entrepreneurs and small businesses going into 2025. Blending marketing, sales, and payment automation, Keap offers a drag-and-drop, no-code platform for businesses that need seamless growth without the chaos of managing multiple apps.
From Launch to 2025: The Keap Journey
- 2001: Founded (as Infusionsoft), focused on email marketing for SMBs.
- 2010s: Evolved into an integrated CRM and automation suite.
- 2019: Rebranded to Keap, reflecting a stronger push into automation and a broader SMB market.
- 2023–2025: Now part of Thryv Inc. Portfolio, Keap doubled down on automation, AI, an app marketplace, and continues expanding partnerships and templates for SMB efficiency.
Key Features
Marketing & Sales Automation
- No-code workflow builder with “If-Then” logic to automate lead capture, emails, texts, and follow-ups
- 52+ ready-made automations for common SMB processes
- Trigger-based automations for nurturing, booking, invoicing, reminders
CRM & Pipeline
- Full-featured CRM: contacts, companies, pipeline tracking
- Kanban sales pipeline with stage automations and analytics
- Native calendar, built-in scheduling and meeting reminders
Communication
- Email marketing with advanced automation, broadcasts, 1:1 and transactional
- SMS/text marketing actions (USA, Canada, selected markets)
Payments & Invoicing
- Easy invoice generation and payment processing (Stripe/PayPal/Keap Pay)
- Automated reminders and recurring billing
Integrations & AI
- Connects with 5,000+ other apps via Zapier, custom API, and marketplace
- Keap AI: autocreate emails, campaigns; subject line generator; intent-based lead scoring
- Pre-built templates for automation, content, and more
Workflow & User Experience
- True drag-and-drop campaign/player builder (no code needed)
- Clean, responsive UI—suited to both solopreneurs and growing teams
- Role-based access control for team management
- Onboarding advisor and learning academy for faster adoption
- Mobile-optimized dashboard & messaging
Keap Pricing
| Plan | Main Features | Pricing (USD) |
|---|---|---|
| Pro | CRM, automation, email & text, invoices, forms, 1 user, up to 1500 contacts | $199/mo* |
| Max | All Pro features, advanced reporting, sales pipeline, 3 users, 2500+ contacts | $289/mo* |
| Infusionsoft (Legacy) | Full marketing automation “classic” suite (custom contracts, legacy users) | Custom Quote |
*Annual pricing available. Add-ons, onboarding, and email or SMS volume may affect final price.
Keap vs Top Alternatives
| Platform | Core Focus | Best for |
|---|---|---|
| Keap | Automation-first, all-in-one CRM for SMBs | Service businesses, consultancies, agencies |
| HubSpot | Enterprise-ready CRM, advanced sales/marketing tools | Medium/large companies; deeper integrations |
| ActiveCampaign | Email & automation with integrated CRM | Email-first marketers, lower entry price |
| Zoho CRM | Customizable CRM, broad business suite | Cost-conscious, complex orgs, wide integrations |
| Pipedrive | Sales pipeline and deal management | Sales-led SMB teams |
Pro Tip: Use Keap’s free 14-day trial to design and automate a complete workflow (lead to paid invoice) before you commit. The visual builder makes live testing risk-free for smaller teams.
Integrations
- Zapier (5,000+ apps)
- QuickBooks Online/Stripe/PayPal (native)
- Zoom, Calendly, Gmail, Outlook, WooCommerce, Shopify (via App Marketplace)
- Keap AI content generator, proven automation templates
- Certified partner network for custom use cases
Pros & Cons
| Pros | Cons |
|---|---|
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Final Thoughts
In 2025, Keap has become a central force for small businesses seeking unified, automation-driven growth. Its blend of intuitive workflow design, actionable CRM, and deep integration ecosystem makes it a top contender for solopreneurs and growth-focused SMBs who want automation without friction. For those wanting hands-on control and customer support, Keap stands out as much more than just another CRM.
Keap FAQ
Yes, it meets GDPR standards and supports HIPAA via a signed BAA on eligible plans.
Yes, white-label portals support your domain, favicon, and brand visuals.
Ideal for consultants, service firms, and SMBs needing streamlined collaboration.
No—integrates with both. Stripe powers payments; QuickBooks handles accounting.
All plans include chat/email; premium tiers add onboarding and 1:1 setup help.
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