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Keap (Infusionsoft) Review

★ 4

Small business CRM with marketing automation. The complete package for growing businesses.

📅 Last updated: March 2026
A-
Feature Set
B+
Ease of Use
B
Price-to-Value
$129/month
★ 4 · 280K+ users
Free trial available
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Cancel anytime · No long-term contracts
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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

Q: Is it good for beginners?

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

Q: Can I migrate from other CRMs?

Yes, they have migration tools and support.

Q: What's included in the price?

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

Community Says

What real users are saying about Keap (Infusionsoft)

"

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

R
Rachel Green Business Coach at Green Coaching
via Capterra
"

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

M
Mark Johnson Consultant at MJ Advisors
via G2

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