CRM
Keap
Keap is a CRM and marketing automation platform for small businesses, with contacts, email and text campaigns, pipeline, quotes, invoices and an appointment scheduler.
What is Keap?
Keap is a CRM and marketing automation platform. One subscription covers contact management, segmentation and lead scoring, landing pages, email campaigns and forms, a pipeline, appointment scheduler, quotes and invoices, and text marketing. It syncs with Gmail and Outlook and connects to 5,000+ apps through Zapier. Keap is the current name of Infusionsoft.
Who is it for?
Small businesses that want lead follow-up, nurture sequences and invoicing in one tool and will pay for setup. Solo operators on a tight budget should look at cheaper CRMs, since the entry price is $2,988 a year plus $500 for implementation.
Pricing
- Base: the page shows "Starting at $299/mo (Billed at $2,988/year)", includes 2 users and 1,500 contacts. $2,988 divided by 12 is $249, so ask which rate your contract uses. Price rises with contact tier.
- Extra users: $384/year each ($32/mo) on annual billing, $39/mo on monthly billing.
- Text marketing: Tier 1 (500 messages, 100 voice minutes) is included; upgrades run from $24/mo (Tier 2) to $279/mo (Tier 6).
- Implementation: required; a one-time package costs $500 (shown with $1,500 struck through).
- Payment processor fees apply separately.
Support includes U.S. phone support, 24/7 chat and a dedicated Customer Success Manager.
Prices checked on 7 October 2026.
Strengths
- Email, text, pipeline, quotes and invoices under one subscription.
- Phone support, chat and a Customer Success Manager are included.
- Gmail and Outlook sync, Zapier and an open API.
- AI content assistant for emails and campaigns.
What to consider
- $2,988 a year for 2 users is above most small-business CRMs.
- Implementation is mandatory: $500 one-time.
- Price rises with contact tier.
- Text volume above Tier 1 costs $24 to $279 a month extra.
Bottom line
Shortlist Keap if you want automation, invoicing and support in one package and have budget for onboarding. Confirm the implementation scope, your contact-tier price and the monthly rate in writing before you sign.
WeekCRM score: 46 out of 100
Keap is number 62 of 83 CRMs we have scored. Every point comes from a fact with a source, checked on Oct 7, 2026.
| Check | Points | What we found |
|---|---|---|
| Price for 10 people | 11/20 | $546.67 a month on Keap (single plan; checkout id Keap-Max-SBA, 1,500 contacts), billed annually |
| Integrations | 8/20 | 8 of 20 common apps connect natively or through a marketplace |
| Ease of use | 8/20 | 7.6 out of 10 from customer reviews Capterra 3.6/5, 1,299 reviews; App Store 4.37/5, 1,827 ratings |
| Release pace | 0/15 | 0 dated releases in 180 days |
| Openness | 11/15 | public API docs, public changelog |
| Price transparency | 5/5 | Every plan has a public price |
| Free entry | 3/5 | Free trial |
Keap integrations we verified
| App | How it connects | What syncs | Checked |
|---|---|---|---|
| Gmail | Built in | Emails from Keap contacts added to their contact records | Oct 7, 2026 |
| Make | Marketplace app | Contacts, tags, notes and tasks created or updated in Keap | Oct 7, 2026 |
| Outlook | Built in | Emails from Keap contacts added to their contact records | Oct 7, 2026 |
| QuickBooks | Built in | — | Oct 7, 2026 |
| Shopify | Built in | Automated follow-up triggered when a cart is abandoned or a purchase is made | Oct 7, 2026 |
| Stripe | Built in | Card payments taken on Keap invoices and order forms | Oct 7, 2026 |
| Zapier | Marketplace app | — | Oct 7, 2026 |
| Zoom | Built in | Unique Zoom meeting link created for each Keap appointment | Oct 7, 2026 |
| Aircall | Through Zapier or Make | — | Oct 7, 2026 |
| Calendly | Through Zapier or Make | Create or update Keap contacts from new Calendly events; Create or update Keap contacts when new invitees are created in Calendly | Oct 7, 2026 |
| DocuSign | Through Zapier or Make | Send envelopes using templates in Docusign for new tag events in Keap; Tag Keap contacts when DocuSign envelopes are sent or completed; Create or update Keap contacts when new DocuSign envelopes are sent or completed | Oct 7, 2026 |
| Mailchimp | Through Zapier or Make | Add new Keap contacts to Mailchimp as subscribers, keeping your mailing lists up to date; Add new Mailchimp subscribers to Keap as contacts or update existing ones; Subscribe tagged Keap contacts to Mailchimp | Oct 7, 2026 |
| Microsoft Teams | Through Zapier or Make | Send Microsoft Teams channel messages for updated Keap contacts; Create channels in Microsoft Teams for new contacts in Keap; Send Microsoft Teams chat messages for new Keap contacts | Oct 7, 2026 |
| PandaDoc | Through Zapier or Make | Create or update PandaDoc contacts for new Keap contacts; Create or update contacts in Keap when new PandaDoc documents are completed; Create or update Keap contacts when new PandaDoc documents are sent | Oct 7, 2026 |
| Slack | Through Zapier or Make | Send Slack messages for new contact tags in Keap; Create Slack channel messages for new Keap tasks; Create Slack channel messages for new Keap contacts | Oct 7, 2026 |
| Typeform | Through Zapier or Make | Create or update Keap contacts from new Typeform entries; Tag Keap contacts for new Typeform entries | Oct 7, 2026 |
| Through Zapier or Make | — | Oct 7, 2026 | |
| Xero | Through Zapier or Make | — | Oct 7, 2026 |
