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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Keap

    Score6.2 out of 10
    N/AKeap is a small business-focused, comprehensive sales and marketing platform which combines basic contact management, CRM, marketing automation, and e-commerce capabilities into a single, subscription-based SaaS product.

    $199

    per month

    Microsoft 365

    Score8.7 out of 10
    N/AMicrosoft 365 (formerly Office 365) is a Microsoft Cloud subscription service that includes Microsoft Office products (Word, Excel, PowerPoint, OneNote, Outlook, Publisher, and Access). The software can be installed across multiple devices and ensures that users always have the most up-to-date version of the included Office applications.

    $5

    Per User Per Month

    Pricing
    KeapMicrosoft 365
    Editions & Modules
    Pro
    $199.00
    per month
    Max
    $289.00
    per month
    Max Classic
    Contact Us
    per year
    Business Basic
    $5.00
    Per User Per Month
    Individual
    $5.84
    *Per Month
    Business - Apps
    $8.25
    Per User Per Month
    Enterprise - F3
    $10.00
    Per User Per Month
    Business Standard
    $12.50
    Per User Per Month
    Business Premium
    $20.00
    Per User Per Month
    Enterprise - E3
    $32.00
    Per User Per Month
    Enterprise - E5
    $57.00
    Per User Per Month
    Offerings
    Pricing Offerings
    KeapMicrosoft 365
    Free Trial
    YesNo
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    YesNo
    Entry-level Setup FeeOptionalNo setup fee
    Additional DetailsAll plans with 1 user and 500 contacts. The price is $30.00 for each additional user.*When billed annually.
    More Pricing Information
    Community Pulse
    KeapMicrosoft 365
    Considered Both Products
    Thryv
    Chose Keap
    Keap is fast. The learning curve is shorter and they have an academy for learning with videos quite extensive that explain a lot of different scenarios, specially when you need to customize scenarios of automations and segments. Is cheaper if you consider that this services CRM …
    Incentivized
    Chose Keap
    Outlook is great for those we contact every day for more decisive purposes, but not for marketing and specials we have. It is a more professional look to the market to our consumers and a great way to let our contacts know when we will be attending a trade show or offering new …
    Incentivized
    Chose Keap
    Not as productive in tracking and creating large lists of emails to have sent out at a single time or for a certain group. I like that Keap continues to give insight into who is responding and who is not, without having to flag every email which was sent out.
    Incentivized
    Chose Keap
    We moved to Keap/InfusionSoft from Mailchimp. We like Keap better - the one feature that Mailchimp had that Keap doesn't is the HTML page of the email newsletters. We've been looking at Salesforce as a possible option instead of Keap since it has the functionality we are …
    Incentivized
    Microsoft
    Chose Microsoft 365
    Microsoft 365 [(formerly Office 365)] is an industry leader and for email, calendars, word processing, and file sharing is primarily out ahead of all the competition. The software is also so ubiquitous that everyone knows how to use it and it's standard with most people that …
    Incentivized
    Key User Insights
    Would buy again
    87%
    Would buy again
    74 Answers
    96%
    Would buy again
    195 Answers
    Delivers good value for the price
    92%
    Delivers good value for the price
    73 Answers
    97%
    Delivers good value for the price
    179 Answers
    Happy with the feature set
    87%
    Happy with the feature set
    74 Answers
    98%
    Happy with the feature set
    198 Answers
    Lived up to sales and marketing promises
    90%
    Lived up to sales and marketing promises
    66 Answers
    94%
    Lived up to sales and marketing promises
    134 Answers
    Implementation went as expected
    95%
    Implementation went as expected
    69 Answers
    95%
    Implementation went as expected
    142 Answers
    Features
    KeapMicrosoft 365
    CRM Project Management
    Comparison of CRM Project Management features of Keap and Microsoft 365
    Feature
    Keap
    7.7
    29 Ratings
    7% below category average
    Microsoft 365
    -
    Ratings
    Task management8.820 Ratings00 Ratings
    Billing and invoicing management7.416 Ratings00 Ratings
    Reporting7.127 Ratings00 Ratings
    Automated CRM activity logging6.41 Ratings00 Ratings
    Sales pipeline management9.11 Ratings00 Ratings
    Email & Online Marketing
    Comparison of Email & Online Marketing features of Keap and Microsoft 365
    Feature
    Keap
    5.9
    152 Ratings
    28% below category average
    Microsoft 365
    -
    Ratings
    WYSIWYG email editor9.050 Ratings00 Ratings
    Dynamic content8.947 Ratings00 Ratings
    Landing pages4.0136 Ratings00 Ratings
    A/B testing6.410 Ratings00 Ratings
    Mobile optimization4.5126 Ratings00 Ratings
    Email deliverability reporting4.5151 Ratings00 Ratings
    List management4.5149 Ratings00 Ratings
    Triggered drip sequences9.049 Ratings00 Ratings
    Lead Management
    Comparison of Lead Management features of Keap and Microsoft 365
    Feature
    Keap
    5.5
    153 Ratings
    29% below category average
    Microsoft 365
    -
    Ratings
    Lead nurturing automation5.0148 Ratings00 Ratings
    Lead scoring and grading4.0130 Ratings00 Ratings
    Data quality management4.5131 Ratings00 Ratings
    Automated sales alerts and tasks5.0140 Ratings00 Ratings
    Automated follow-ups9.11 Ratings00 Ratings
    Campaign Management
    Comparison of Campaign Management features of Keap and Microsoft 365
    Feature
    Keap
    8.0
    90 Ratings
    10% above category average
    Microsoft 365
    -
    Ratings
    Calendaring9.089 Ratings00 Ratings
    Reporting & Analytics
    Comparison of Reporting & Analytics features of Keap and Microsoft 365
    Feature
    Keap
    6.4
    150 Ratings
    6% below category average
    Microsoft 365
    -
    Ratings
    Dashboards7.255 Ratings00 Ratings
    Standard reports4.0146 Ratings00 Ratings
    Custom reports8.0137 Ratings00 Ratings
    Platform & Infrastructure
    Comparison of Platform & Infrastructure features of Keap and Microsoft 365
    Feature
    Keap
    5.7
    144 Ratings
    25% below category average
    Microsoft 365
    -
    Ratings
    API8.0127 Ratings00 Ratings
    Role-based workflow & approvals4.5110 Ratings00 Ratings
    Customizability5.0140 Ratings00 Ratings
    Third-party software integrations7.31 Ratings00 Ratings
    Mobile app for sales & marketing automation5.51 Ratings00 Ratings
    Best Alternatives
    KeapMicrosoft 365
    Small Businesses
    SharpSpring (discontinued)
    Score8 out of 10
    Google Workspace
    Score9.1 out of 10
    Medium-sized Companies
    No answers on this topic
    Google Workspace
    Score9.1 out of 10
    Enterprises
    No answers on this topic
    Microsoft 365 Business Premium
    Score9 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    KeapMicrosoft 365
    Likelihood to Recommend
    5.3
    (210 ratings)
    8.4
    (262 ratings)
    Likelihood to Renew
    9.0
    (40 ratings)
    9.5
    (6 ratings)
    Usability
    5.2
    (28 ratings)
    8.7
    (30 ratings)
    Availability
    9.1
    (6 ratings)
    -
    (0 ratings)
    Performance
    9.1
    (6 ratings)
    -
    (0 ratings)
    Support Rating
    9.0
    (26 ratings)
    8.9
    (54 ratings)
    In-Person Training
    9.1
    (6 ratings)
    -
    (0 ratings)
    Online Training
    8.6
    (7 ratings)
    -
    (0 ratings)
    Implementation Rating
    8.0
    (8 ratings)
    9.0
    (2 ratings)
    Configurability
    2.0
    (1 ratings)
    -
    (0 ratings)
    Ease of integration
    1.0
    (1 ratings)
    -
    (0 ratings)
    Product Scalability
    9.1
    (3 ratings)
    -
    (0 ratings)
    Vendor post-sale
    6.0
    (1 ratings)
    -
    (0 ratings)
    Vendor pre-sale
    1.0
    (1 ratings)
    -
    (0 ratings)
    User Testimonials
    KeapMicrosoft 365
    Likelihood to Recommend
    Thryv
    Keap is very good at contact management and automation creation but weaker at email campaign creation. I was particularly interested in a function where when manually entering a new contact, you are then able to email that contact using a premade HTML template. It will currently not do this. There is a workaround, but it is unnecessarily ponderous.
    Incentivized
    Read full review
    Microsoft
    Microsoft 365 would be well suited for medium to large enterprises. This is where there are several hundreds or thousands of people. Since most everyone has used one of the applications the learning curve would be reduced. Another reason would be the ability to implement security measures to prevent access to sensitive data. This could justify the cost of an Enterprise license.
    Incentivized
    Read full review
    Pros
    Thryv
    • Pricing: Keap Max Classic (formerly Infusionsoft) is affordable for nonprofits and small businesses and includes all the automation features we need!
    • Customer Support: Our onboarding and success coaches have been so helpful, taking into account some unique processes we have and finding solutions.
    • Updates: Keap is constantly providing more and better solutions!
    Incentivized
    Read full review
    Microsoft
    • Chat with teams and the integrations with the other apps, and many more smaller ones, like to-dos, news, and the recent Outlook integration.
    • Easy embedding on SharePoint to broadcast all the content created in the different tools.
    • The office package is still robust with the good things from the past and new additions.
    Incentivized
    Read full review
    Cons
    Thryv
    • More articles and videos on how to use the various functions of Keap
    • Having representatives designated to certain regions or companies for a point of contact when help is needed
    • More options when building the emails. While the click and drop options can be a plus, they can also be negative because you are limited to image and text sizing and positions
    Read full review
    Microsoft
    • Slack is 1000x better than teams. Why put a 250 limit on a chat? Our company hasn't moved fully to channels and it's making us lose transparency. Plus, the teams channels we do have nobody is going to. 90% loss in visibility and engagement.
    • Teams for web meetings. I think the UI/UX should match Zoom which is the standard for all our customers. They don't like it when we use Teams.
    • Chats and Channels need to somehow be on one screen automatically without having to choose that view because majority of our company hasn't opened Teams Channels and only stays in chats.
    Incentivized
    Read full review
    Likelihood to Renew
    Thryv
    We have invested a lot into Infusionsoft and are using it to automate our processes and marketing. Changing CRMs would have a HUGE cost for us and based on our evaluations, the grass isn't greener elsewhere. Infusiosoft fits most of our needs and is slowly getting better each year. Their support is great and we will continue to use them until something much better comes around or our company outgrows a small business CRM.
    Read full review
    Microsoft
    There are many features of Office that we cannot replicate in any other tool. Plus people know it already. It's not going away anytime soon.
    Incentivized
    Read full review
    Usability
    Thryv
    You do need to spend some time on-boarding and implementing the software in order to have full functionality. We were lucky - we had colleagues at the university with experience with Keap and then hired an intern familiar with the software to get us set up and ready to use it. We've had some functionality issues with it along the way and that has frustrated myself and the other uses in our department.
    Incentivized
    Read full review
    Microsoft
    Microsoft 365 is the gold standard for performing project tasks in a professional environment, enabling the quick transfer and exchange of files and ideas for team members who work locally and remotely. Its suite of tools is familiar and has evolved to being cloud based, allowing for files to be updated in real time from near and far.
    Incentivized
    Read full review
    Reliability and Availability
    Thryv
    There have been few outages since we became a customer, and when they have technical issues they are typically resolved rapidly.
    Read full review
    Microsoft
    No answers on this topic
    Performance
    Thryv
    OMG, it's all in one and that compromises everything, fundamentally. If you want a race car, invest in a race car. If you want a dune buggy, get that. If you want a boat that floats, go for it.
    Read full review
    Microsoft
    No answers on this topic
    Support Rating
    Thryv
    Generally, very responsive support for even our more complicated issues. We do have some open issues that we need resolutions on and that I understand are complicated and will take longer to resolve but the open issues are significantly impacting to our business.
    Incentivized
    Read full review
    Microsoft
    Over the past 8 years of using Microsoft 365, I have noticed that they change vendors often. This always leads to a poor experience in the beginning, then levels out after some time for the company to get things worked out. As a customer, it is really frustrating because I don't have time when something isn't working to have them "look into my issue" and get back with me. They have even closed a ticket I specifically told them to keep open. Your applications are only as good as the support.
    Incentivized
    Read full review
    In-Person Training
    Thryv
    I have been to a number of in-person training sessions over the years with Keap and all of them have been FANTASTIC. They really put a lot of time and effort into these sessions. Staff and facilitators go out of their way to ensure that participants are getting what they need.
    Incentivized
    Read full review
    Microsoft
    No answers on this topic
    Online Training
    Thryv
    The results of training online are often based on how people learn. The training was great but with feature updates, you just have to get in there sometimes and do it! The training definitely lays a firm enough foundation for you to be successful even if its can't be updated with every feature update.
    Read full review
    Microsoft
    No answers on this topic
    Implementation Rating
    Thryv
    Don't let the fear of implementing a new software solution keep you from unleashing the power of automation that Infusionsoft provides. With the right implementation partner, the process can not only be smooth and painless, it can actually help you get a better understanding for how your current communication process can be improved upon.
    Read full review
    Microsoft
    Everything works and I use it all the time.
    Incentivized
    Read full review
    Alternatives Considered
    Thryv
    Keap is fast. The learning curve is shorter and they have an academy for learning with videos quite extensive that explain a lot of different scenarios, specially when you need to customize scenarios of automations and segments. Is cheaper if you consider that this services CRM + Mailing don´t come often in one package and the realiability to send mails is quite good.
    Incentivized
    Read full review
    Microsoft
    Its very user-friendly, collaborative and efficient that boosts productivity using cloud tools. their security is strong and it provides data protection. There are regular updates that shields us from attackers too. It offers a wealth of learning resources, including tutorials, help articles and video guide to help users make the most of the application and personally upgrade their skills.
    Read full review
    Scalability
    Thryv
    You get a lot of features included, but you don't need to use them all at once to start seeing an effect. When you are ready to use them, they are there. It also scales without costing too much money.
    Read full review
    Microsoft
    No answers on this topic
    Return on Investment
    Thryv
    • Automation has allowed us to be more engaged and invested in our customers by reminding us about birthdays and other important events in their lives so that we can celebrate with them.
    • We lacked the manpower to sell and distribute orders online before setting up the payments and automation features. We now collect $5k+ a week in lost sales through online ordering.
    • List cleaning functionality and engagment settings have allowed us to run a 40-50% email open rate that allows us to create an engaged community around local events and opportunities as well as sales and special offerings.
    Incentivized
    Read full review
    Microsoft
    • We have a lot of nonprofit users, so they have a good ROI.
    • I like the constant updates without having to purchase the software repeatedly.
    • I used to purchase each Office (insert year here) often, so the software was up to date and had the newest options and connectors. I think my return on investment would have been much better if Microsoft had updated those versions to keep them current; after all, we did pay for them.
    • Microsoft 365's offering a monthly fee or a discount for a year helps, and you can look at it as a free backup if you have everything set to back up to One Drive. (Cloud-based document filing you can access anywhere ( with an internet connection)—you Can't beat that!)
    Read full review
    ScreenShots

    Keap Screenshots

    Screenshot of a Keap invoiceProduct screenshotScreenshot of the entire sales pipeline displayed in one view.