Does Keap have a free plan?

No. Keap does not offer a permanent free plan. It does offer a 14-day free trial that does not require a credit card, which is one of the more generous trial windows in the CRM market.

How much does Keap cost per month?

Pricing is published in three tiers. The entry-level Keap Grow plan starts at roughly $229/month when billed annually (promotional pricing sometimes dips lower). Keap Pro is approximately $449/month annually, and Keap Max is around $799/month annually, with additional per-user fees. Month-to-month billing is available at higher rates.

Is Keap the same as Infusionsoft?

Yes — in name only. Infusionsoft was rebranded to Keap in 2019. The Infusionsoft product still exists as a separate higher-end offering for larger businesses, but most small and mid-sized business users are on the Keap platform.

What integrations does Keap support?

Keap has native integrations for Gmail, Outlook, Google Calendar, Stripe, PayPal, QuickBooks, and Zapier, which opens up thousands of additional apps. There is also a marketplace of third-party connectors and a robust API for custom work.

Is Keap good for coaches and consultants?

Keap is one of the most popular CRMs in the coaching and consulting space because it bundles appointment scheduling, email follow-up, payment collection, and pipeline tracking — exactly the four tools most solo and small-firm coaches pay for separately.

How long does it take to learn Keap?

Most new users can send their first email and book their first appointment within a day. Building meaningful automations typically takes two to four weeks of regular use. Keap offers paid onboarding, certifications, and a partner directory of consultants who can build automations for you.

Does Keap include a mobile app?

Yes. Keap has iOS and Android apps that cover the core CRM functions — contact management, pipeline updates, tasks, and mobile messaging. The full campaign builder, however, is web-only.

Can I cancel Keap anytime?

Annual plans are paid up front and Keap does not publish a standard money-back guarantee. Monthly plans can be canceled at the end of the current billing cycle. Read the current terms on the Keap site before signing up.

Keap

CRM

Keap discount for founders: Exclusive Keap access

Keap bundles CRM, email, automations, and payments into one platform built for service-based small businesses scaling past the spreadsheet s

Unified CRM and marketing automation in one platform eliminates the need to sync multiple tools
Automated follow-up sequences capture and nurture leads even when the business owner is unavailable
Built-in payment processing handles invoicing and collection within the same system as the CRM
Lead capture forms, appointment booking, and pipeline management in one subscription

Jump to: About Included How to claim Compare Reviews FAQ

About Keap

Quick answer: Keap (formerly Infusionsoft) is a CRM and marketing automation platform aimed at service-based small businesses, coaches, consultants, and agencies that want to consolidate email, pipeline, appointments, and payments into one system. Plans start around $229/month on annual billing, with a fully featured 14-day free trial. It's a strong fit for businesses doing roughly $500K–$5M in revenue that have outgrown entry-level CRMs like HubSpot Free or Pipedrive but don't need enterprise muscle like Salesforce.

All-in-one stack: CRM, email marketing, sales pipeline, appointment scheduling, landing pages, and invoicing in a single login.
Three paid tiers: Keap Grow (~$229/mo annual), Keap Pro (~$449/mo annual), and Keap Max (~$799/mo annual); monthly billing is higher.
Automation-first: The visual campaign builder is one of the most powerful in the SMB space but has a real learning curve.
14-day free trial: No credit card to start, but no published money-back guarantee after that.
Best for service businesses: Coaches, consultants, agencies, and B2B service firms will get the most out of Keap; pure ecommerce or very small startups may be overpaying.

What is Keap?

Keap is the rebrand of Infusionsoft, the pioneering small-business sales and marketing automation platform founded in 2001 in Chandler, Arizona. The company officially renamed itself Keap in 2019 to better reflect the broader, less-technical small-business audience it was reaching beyond its original Infusionsoft power-user base. Today Keap serves more than 200,000 small businesses worldwide, with a heavy concentration in the United States, Canada, the UK, and Australia.

Where most CRMs stop at contact records and deal stages, Keap bundles the entire back office of a service business into one product: contact management, a sales pipeline, email and SMS marketing, a visual automation builder, appointment scheduling, invoicing, and payment collection. The pitch is simple — stop paying for a CRM, an email tool, a calendar tool, a landing page builder, and a payment processor separately, and consolidate those jobs into a single platform that talks to itself.

Key features

Built-in CRM

Contact records store every interaction — emails, notes, tasks, appointments, invoices, and tags. The contact timeline gives a service-based business owner a single view of each lead and customer.

Visual campaign builder

Keap's automation canvas is widely considered one of the most flexible for small businesses. Triggers, conditions, branches, delays, and actions can be assembled into multi-step customer journeys with a drag-and-drop interface.

Sales pipeline

Multiple customizable pipelines track deals from lead to closed-won, with automatic stage movement based on contact behavior or team actions.

Appointment scheduling

Native calendar booking with reminders, round-robin, and calendar sync (Google and Outlook) — no Calendly or Acuity add-on required.

Invoicing & payments

Create and send invoices, accept credit card and ACH payments, set up recurring billing, and trigger automations on payment events. Native Stripe and PayPal integrations are baked in.

Landing pages & forms

Drag-and-drop landing page and form builder for lead capture, with A/B testing available on the Pro and Max tiers.

200K+

Small businesses using Keap

Core paid plans available

14 days

Free trial length, no card required

25 yrs

In the SMB automation market (since 2001)

Keap pricing in 2026

Keap currently publishes three paid plans, all priced per account (not per user on the lower tiers, though Max scales with users). Annual billing is required to access the advertised prices; month-to-month pricing runs higher. Always verify the live pricing on Keap's site before committing.

Keap Grow: starts at roughly $229/month billed annually (often promoted near $189/month with the annual prepay). Includes the CRM, basic email, appointments, and a single sales pipeline. Best for solo operators and very small teams.
Keap Pro: roughly $449/month billed annually. Adds multiple pipelines, advanced automations, A/B testing, lead scoring, and the full landing page builder. This is the most popular tier.
Keap Max: roughly $799/month billed annually, with additional per-user fees as you add seats. Unlocks more campaigns, more contacts, priority support, and the deepest automation limits.

Add-ons include SMS messaging (pay-as-you-go), additional users, and premium onboarding packages that can run several thousand dollars. Keap also maintains a partner ecosystem of certified consultants — useful if you want help building your first automations.

Keap vs alternatives

Feature	Keap Pro	HubSpot CRM Suite	ActiveCampaign	Pipedrive
Starting price (annual)	~$449/mo	Free CRM; paid hubs from ~$20/mo	From ~$49/mo	From ~$14/mo
Visual automation builder	Excellent	Good (Workflows)	Excellent	Basic
Built-in payments & invoicing	Yes	Limited (Stripe add-on)	No	No (third-party)
Native appointment scheduling	Yes	Yes (Meetings tool)	Add-on	Add-on (Scheduler)
Best fit	Service SMBs doing $500K+	Content-led and inbound teams	Email-heavy marketers on a budget	Sales-led small teams
Learning curve	Steep	Moderate	Moderate	Easy

Who Keap is (and isn't) for

✓ Use Keap if you:

Run a service-based business doing roughly $500K–$5M in annual revenue.
Rely on lead nurturing, email follow-up, and appointment booking as core growth levers.
Want to consolidate five or more tools (CRM, email, calendar, forms, invoicing) into one platform.
Have someone on the team willing to invest a few weeks learning the automation builder.
Need to charge clients and trigger automations on payment events.

✗ Skip Keap if you:

Are a solopreneur pre-revenue or under $100K/year — the price will eat your margin.
Run an ecommerce-first business — Shopify, Klaviyo, or Drip will serve you better.
Just need a contact database and a pipeline; Pipedrive or HubSpot Free is enough.
Want a tool your whole team can be productive in within a day.
Need deep customization at the enterprise level — Salesforce or HubSpot Enterprise is the right ceiling.

How to get started with Keap

Start the 14-day free trial. Head to keap.com, click "free trial," and create an account — no credit card is required to start. You get full access to the plan you select during signup.
Import your contacts. Use the built-in importer to pull contacts from a spreadsheet, your old CRM, or a connected service. Tag everyone with a source label so automations can branch on it from day one.
Connect a calendar and payment processor. Link Google or Outlook Calendar for appointment scheduling, and connect Stripe or PayPal so you can invoice and collect payments inside Keap.
Build your first automation. Start with a simple welcome sequence: a trigger (form submission or tag), a short delay, an email, a wait step, and a follow-up task for the sales rep. Resist the urge to build the full customer journey on day one.
Launch and iterate. Send live traffic to a landing page, watch the automation run, and refine the steps. Most Keap customers take 30–60 days to feel truly comfortable with the platform.

✓ Verified · 2026

Try Keap free for 14 days

See whether the Keap campaign builder and all-in-one stack justify the price for your service business. The trial is full-featured and does not require a credit card to start.

Get started with Keap →

Final verdict

Keap earns its reputation as one of the most complete small-business CRMs on the market. Twenty-plus years of iteration have produced a tool that genuinely covers the full life cycle of a service-based business — lead capture, nurture, booking, payment, and retention — without forcing you to duct-tape a half-dozen SaaS subscriptions together. For a coach, consultant, or agency doing meaningful revenue, that consolidation can easily pay for itself.

The reason this verdict lands at "wait" rather than "buy" is the on-ramp. Keap is not cheap — the Pro tier that most growing businesses need runs roughly $449/month annually — and the automation builder, while powerful, has a real learning curve. If you sign up before you have a steady flow of leads and a clear follow-up process, you'll pay for capability you can't use. Get the operational basics in place first, then bring Keap in when you're ready to systematize.

Bottom line: for the right service business at the right stage, Keap is a 9-out-of-10 product. For everyone else, the smarter move is to wait until your volume and revenue justify the price and the learning investment.

Capabilities

• CRM plus email and SMS marketing automation built specifically for small businesses and solopreneurs
• Visual automation builder with triggers based on form fills, purchases, tags, and date fields
• Built-in invoicing and payment collection with Stripe, PayPal, and ACH support
• Appointment scheduling with automated reminders sent via email and text
• Pipeline management with drag-and-drop deal stages and automatic follow-up task creation
• Smart forms with conditional logic that segment leads into the right automation on submit
• Landing page builder included — no separate tool needed for lead capture campaigns
• Keap Business Line: dedicated business number for call and text from a mobile device

What's included

01

Automate client intake and billing processes.

Owners of consulting firms, coaching businesses, or agencies use Keap to automate lead capture, schedule appointments, send invoices, and manage client communications.

02

Streamline lead follow-up and sales tasks.

Small sales teams utilize Keap to track leads, automate personalized email and text sequences, and manage their sales pipeline, ensuring consistent engagement.

03

Nurture leads with automated campaigns.

Marketing managers leverage Keap for creating landing pages, segmenting customer lists, and deploying multi-channel marketing automation to nurture leads from initial contact to conversion.

How to claim

Click claim

Hit the button on this page — opens the partner site in a new tab.
Sign up through the partner link

No code needed — the offer applies automatically when you register through our Keap link.
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No surcharge to you — verified by the SaaSTweaks Deal Desk, not the vendor.

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Frequently asked

What does Keap cost?

Keap typically offers different pricing tiers tailored to the number of users and the specific features required, such as advanced automation or e-commerce capabilities. Pricing details are usually available directly on the Keap website, often with options for monthly or annual billing. Interested buyers can usually request a demo or a free trial to evaluate the fit before committing.

How does Keap compare to HubSpot?

Keap is often positioned as an alternative to HubSpot, particularly for small businesses. While both platforms offer CRM, marketing, and sales automation, Keap tends to be more focused on a guided, all-in-one experience for smaller teams, often with a simpler interface. HubSpot offers a more modular approach with extensive customization and a broader range of advanced features, which can be more complex and costly for very small businesses.

Can Keap subscriptions be cancelled anytime?

Subscription terms for Keap typically depend on the specific plan chosen, with options for monthly or annual commitments. Generally, monthly plans offer more flexibility for cancellation, while annual plans may come with a discount but require a longer commitment. It is always recommended to review the specific terms and conditions outlined in the service agreement or contact Keap's sales team for clarification on cancellation policies.

Does Keap integrate with other business tools?

Keap offers various integrations with popular business applications to extend its functionality. This includes connections with accounting software, e-commerce platforms, and other productivity tools. Teams can often find a list of supported integrations on the Keap marketplace or developer portal, allowing them to connect their existing tech stack for a more unified workflow.