Is it good for beginners?

No, it has a steep learning curve. Best for growing businesses.

Can I migrate from other CRMs?

Yes, they have migration tools and support.

What's included in the price?

Everything - CRM, email, automation, no add-ons needed.

Keap (Infusionsoft) Review

★ 4

Small business CRM with email automation and invoicing from $129/month. Expensive but packages sales, marketing, and billing in one system.

On this page

Keap (formerly Infusionsoft) is a CRM and marketing automation tool for small businesses. Here's its current position.

The Rebrand Story

Infusionsoft was the OG small business automation platform, but complexity hurt it. The rebrand to Keap aimed to simplify, though the legacy reputation lingers.

Key Features

CRM + Automation

Contact management with visual automation builder. Tag contacts, trigger sequences, score leads.

Payments & E-commerce

Built-in invoicing, payment processing, and simple e-commerce. Sell products and services without extra tools.

Appointments

Scheduling tool included for service businesses. Clients book directly into your calendar.

SMS Marketing

Text messaging included (at additional cost per message) for multi-channel outreach.

Limitations to Consider

Pricing: Expensive for what you get compared to modern alternatives
Dated interface: Despite the rebrand, it still feels older than competitors
Learning curve: Infusionsoft complexity persists in places
Email deliverability: Mixed reviews; requires careful list management

Pricing

Pro

$159/mo

1,500 contacts, 2 users

Max

$229/mo

2,500 contacts, 3 users

Ultimate

$299/mo

2,500 contacts, advanced

Who Is This For?

Good Fit:

Service businesses needing appointments + payments
Existing Infusionsoft users
Small businesses wanting all-in-one

Probably Not For:

Budget-conscious businesses (cheaper options exist)
Teams wanting modern interfaces
E-commerce (Klaviyo is better)

The Bottom Line

Keap works but feels overpriced in 2024. ActiveCampaign offers better automation at lower prices. HubSpot's free tier is more generous. Consider Keap only if you need the specific appointment + payment + CRM combination.

Frequently asked questions

Is it good for beginners?: No, it has a steep learning curve. Best for growing businesses.
Can I migrate from other CRMs?: Yes, they have migration tools and support.
What's included in the price?: Everything - CRM, email, automation, no add-ons needed.

Community reaction

“Keap handles my entire client lifecycle from lead to recurring revenue.”

Rachel Green, Business Coach at Green Coaching · via Capterra

“The automation is powerful but the interface takes time to learn.”

Mark Johnson, Consultant at MJ Advisors · via G2