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Formerly Infusionsoft


What is Keap?

Keap 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.

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Recent Reviews
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Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Popular Features

View all 27 features
  • Lead nurturing (146)
  • List management (147)
  • Email deliverability reporting (197)
  • Standard reports (144)

Reviewer Pros & Cons

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Video Reviews

1 video

Powerful: Keap Enables Agency to Effectively Target Their Email Marketing Efforts
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per month



per month

Max Classic

Contact Us

per year

Entry-level set up fee?

  • Setup fee optional
For the latest information on pricing, visit


  • Free Trial
  • Free/Freemium Version
  • Premium Consulting / Integration Services

Starting price (does not include set up fee)

  • $199 per month
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CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Avg 4.4

Email & Online Marketing

Using software to manage lists, send emails, automate email campaigns, and track results.

Avg 5.6

Lead Management

The process of tracking and managing prospective customers from lead generation to conversion.

Avg 5.4

Campaign Management

Users can schedule campaigns and/or events with reminders, announcements, etc.

Avg 5.3

Reporting & Analytics

Users can report on and analyze usage, performance, ROI, and/or other metrics of success.

Avg 5.7

Platform & Infrastructure

Features related to platform-wide settings and structure, such as permissions, languages, integrations, customizations, etc.

Avg 5.6
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Product Details

What is Keap?

Keap focuses on helping entrepreneurs succeed. With sales and marketing automation, in concert with its CRM, users can create repeatable processes designed for growth while making the most of work hours. Keap is designed so that users can take control of the chaos in their businesses with:
  • Sales & marketing automation: Emails and other marketing actions are triggered by client action
  • Sales Pipeline: Visual dashboard to track the sales process
  • Payments and e-commerce: Invoices for clients can pay in one click
  • Reporting & analytics: Know what’s working and where to focus time
  • Appointments: Clients book time based on the user's availability
  • Email marketing: Email automations and templates
  • Mobile app: A dedicated business phone line, SMS & email to stay connected
  • Integrations: Connect data with hundreds of apps

Keap Features

Email & Online Marketing Features

  • Supported: Landing pages
  • Supported: Mobile optimization
  • Supported: Email deliverability reporting
  • Supported: List management

Lead Management Features

  • Supported: Lead nurturing
  • Supported: Lead scoring and grading
  • Supported: Data quality management
  • Supported: Automated sales alerts and tasks

Campaign Management Features

  • Supported: Calendaring

Reporting & Analytics Features

  • Supported: Standard reports
  • Supported: Custom reports

Platform & Infrastructure Features

  • Supported: API
  • Supported: Role-based workflow & approvals
  • Supported: Customizability

Keap Screenshots

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

Keap Videos

Customer Success Story: Nuno Silva, Owner of Papeloja
What is Keap? A Sales and Marketing Automation Software + CRM

Keap Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android
Supported CountriesUnited States, Canada, United Kingdom, Australia, New Zealand, South Africa, Ireland
Supported LanguagesEnglish

Frequently Asked Questions

Keap 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.

Keap starts at $199.

Ontraport,, and Constant Contact Lead Gen & CRM are common alternatives for Keap.

Reviewers rate Automated sales alerts and tasks highest, with a score of 8.8.

The most common users of Keap are from Small Businesses (1-50 employees).
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Reviews and Ratings


Attribute Ratings


(1-25 of 209)
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Score 8 out of 10
Vetted Review
Verified User
  • Highly customizable - fields in contact records can be created and integrated with many different tools
  • Automation - this takes a learning curve to do really well but is very powerful if you know how to use it. Well beyond cheaper email campaign solutions
  • Reports (mostly) - There are probably hundreds of reporting options in different parts of Keap, and the most useful ones can be highly customized with all custom fields, saved, and used on a recurring basis. Some reports I wish had more capabilities like their main ones, but for the most part it works very well.
  • Integrations
  • Detailed logic building in campaigns can be somewhat challenging for new users. After 5 years I don't feel limited by this but when it's time to train new team members they're prone to mistakes for quite a while.
  • Some reports lack the ability to combine with custom fields/other search parameters which requires some work arounds like tagging the results of one report to open in a different report and narrow down.
  • Change history on company records, contact records, subscriptions etc is difficult to see. This doesn't come up often but sometimes we need to see who changed a setting or subscription and can't find that right within Keap
  • Quickbooks integration. This applies mainly to Keap Max Classic, but connecting invoices to quickbooks now requires a Zapier connection which is not as simple as most Zapier connections to make work cleanly, especially with multiple products on an invoice.
Score 9 out of 10
Vetted Review
Verified User
  • shopping cart
  • send complex email sequences
  • sync my emails with specific records
  • Email deliverability - an ever changing frustration to know what will count as "activity"
  • Rigidity in applying double opt in
  • accurate checking for dups
  • use of templates and integration with website
Score 9 out of 10
Vetted Review
Verified User
  • Tracks information
  • Integration with other software
  • Saves time and effort
  • Customer Relationship Management
  • More integration with Zoom and other softwares
  • UI could be improved to be smoother
  • Not needing to click "Save" after each change in Tags and other tabs
Score 10 out of 10
Vetted Review
  • Campaign Builder - as I’m a visual person, the ability to map out and build automation on not only sales and marketing funnels, but internal processes as well. This has been a game-changer to setup automation and we continue to reap the rewards years later.
  • CRM - using it as a CRM has allowed me to have a single source of truth for my leads and customers to collect info on, add notes, track and trigger automation savings hours every week, and help prevent leads from falling through the cracks.
  • Innovation - they were one of the first in the market and are still innovating to make the product better.
  • Version Options - There are 3 different versions of the software now (we use 2 different versions across 3 businesses). Depending on your needs - you can grow with the platform if you want to access more functionality, or keep it simple and have an easier user interface
  • Text Messaging - they just released this in the US. It will be good when this is available for other international users for text broadcasts and automation.
  • Business Line - this will also be good when it's available in Australia.
Score 10 out of 10
Vetted Review
Verified User
  • Organize leads.
  • Helps to organize sales processes.
  • Helps with easy communication using campaigns and broadcast.
  • Helps me sell by using easy quotes.
  • The appointment feature can use more flexibility in how you set up availability.
Wayne Manning | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
  • Tagging and client segmentation
  • Product ordering with good promotion capability
  • Complex auto-marketing and prospect nurturing features
  • Hiding, but retaining, archived campaigns, promotions, products, etc.
  • An ACH debiting option in payment collection
Brett Fairbourn, M.Ed. | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
  • Sales pipeline management and automation
  • Automated long-term nurture
  • Note templates as shortcuts for sales reps (with automated follow up)
  • Keap is very contact-centric. It's hard to manage B2B relationships.
  • I wish Keap Max Classic had built-in appointment scheduling.
  • The relationship between opportunities and contacts is sometimes confusing.
Vittorio Goletti | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
  • Tag.
  • Campaign automation.
  • Help on line - super chat, they don't stop until they solve your problem.
  • Training. They have super trainers. The best of the best is Greg Jenkins. The first time I followed a course, I asked a question. He answered with a video, just for me. It was more than 10 minutes. Super clear, super useful. This had never happened to me before.
  • Stronger interaction with Facebook
  • Insert easily video in the emails in the campaigns
  • Go back when you type an email, if do a mistake
Score 10 out of 10
Vetted Review
Verified User
  • Contact Database Organization.
  • New Prospect Engagement and Nurture.
  • New Customer Onboarding and Fulfillment.
  • Processing Orders.
  • Capturing Leads.
  • Affiliate Management.
  • Marketing Automation Campaigns.
  • Customer Journey Design and Execution.
  • The overall UI could be updated to feel more modern.
  • The Sales Tax features are lackluster.
  • The affiliate center design is limited.
Nancy Seeger | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
  • Manage new leads and nurture them until the convert into clients
  • Track all client engagement opportunities and activities taken in the CRM
  • Provide followup information in a timely and customized format for events, webinars, and other lead-generating activities.
  • Webform needs to be updated for style and layout
  • Landing pages could be more robust in options and variations
  • Analytics needs better tracking
Richard Bueckert | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
  • The ability to enter a form directly into a webpage thus eliminating the need for additional WordPress plugins.
  • Built-in order form and shopping cart functionality including payment processing.
  • Easy-to-use task management allows us to trigger different automation depending on the completion goal of the task.
  • There are 2 different mail builders as they upgrade the system which can be a bit challenging but the builder in the newest version is extremely easy to use.
  • The landing page builder is not quite as robust as some 3rd party landing page builders but improvements and feature enhancements are added regularly and have made it very easy to use.
Score 10 out of 10
Vetted Review
  • Follow-up with leads.
  • Follow-up with clients.
  • Nurturing clients/leads.
  • Appointment reminders.
  • Contact management.
  • Tracking monthly & annual sales.
  • Occasionally, clients with some complex needs for sales management can have difficulty with Keap, but generally most needs can be met after discussions and thoughtful planning.
  • Email inbox placement can sometimes be an issue, but I've found that proper planning, utilizing best practices and careful list hygiene management takes care of this in nearly all instances.
  • For my use, the ecommerce functionality is fine, but I do have clients who need more robust reporting and taxation functionality, which has been improving, but is still an area that needs additional attention.
Venkatesh Srinivasan | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
  • Email Automation.
  • Lead Management.
  • Sales Pipeline.
  • Payment
  • Ease of use, but vast number of training materials available.
  • It's like mobile version has low features compared to the web version.
  • The campaign part is bit complex and take time to learn things.
Score 10 out of 10
Vetted Review
Verified User
  • 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!
  • Analytics: They have recently added some analytic reports and dashboards, but I believe they still have a lot to be desired here. Because they are still rather new, I do have faith these will be updated.
  • Membership: Our organization and e-commerce include membership to our Institute, which isn't quite something that Keap was designed to support, so we have to get creative to automate processes or are stuck with some manual things.
  • Shopping Cart: The Keap shopping cart leaves something to be desired with UX, especially for our international customers.
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