Keap (formerly Infusionsoft)

Established small service businesses that want CRM, automation, and invoicing in one platform

Paidzap Marketing Automation

Visit Website

Reviews

4.2 / 52,700 reviews

G2 Satisfaction Scores

Ease of Use

7.1

Ease of Setup

6.6

Quality of Support

8.4

Meets Requirements

8.2

Ease of Admin

7.0

Rating Distribution

5 star

67%

4 star

20%

3 star

2 star

1 star

+ All-in-one: CRM, email, automation, invoicing, and appointment scheduling

+ Powerful automation for small service businesses with complex workflows

- Very expensive starting at $249/mo; highest entry price in this category

“Keap does everything but it's not cheap and it's not pretty. If you're a service business doing $500K+ revenue, the all-in-one value proposition works. Below that, look elsewhere.”

Pros

+ All-in-one: CRM, email, automation, invoicing, and appointment scheduling
+ Powerful automation for small service businesses with complex workflows
+ Built-in payments and invoicing reduce the need for separate tools

Cons

- Very expensive starting at $249/mo; highest entry price in this category
- Interface feels dated and has a steep learning curve
- Migration from Infusionsoft left some features in awkward transition

Pricing

Plan	Monthly	Annual	Limits
Keap	$249	$249	1,500 contacts; 2 users; CRM + automation
Keap Max	Custom	Custom	Custom; advanced automation; ecommerce; promo codes

14-day free trial

Starts at $249/mo for 1,500 contacts. Scales with contacts and users. 14-day free trial.

Features & Capabilities

True all-in-one platform combining CRM, automation, invoicing, payments, and scheduling in a single toolBuilt specifically for service-based small businesses with client management workflowsOver 20 years in market with deep small business automation expertise (founded 2001)

Feature	Available On	Limits
CRM & Contact Management	keap	1,500 contacts on base plan; scales with pricing
Marketing Automation	keap	Unlimited
Email Marketing	keap	Unlimited
Invoicing & Payments	keap	Unlimited
Appointment Scheduling	keap	Unlimited
Sales Pipeline Management	keap	Unlimited
Landing Pages	keap	Unlimited
Text Message Marketing	keap	Credits-based; purchased separately
Advanced Automation (Campaign Builder)	keap max	Full campaign builder only on Keap Max
E-commerce & Promo Codes	keap max	Keap Max only
SmartSend AI Optimization	keap	Unlimited
Lead Scoring	keap	Unlimited

Limitations

! Highest entry price in the category at $249/mo; not viable for early-stage businesses
! Limited to 2 users on the base plan; additional seats cost extra
! Full campaign builder and e-commerce features require the more expensive Keap Max plan
! Ongoing platform uncertainty due to acquisition by Thryv and integration with their product suite

Market Intelligence

Who Uses This

Small Business

72%

Mid-Market

20%

Enterprise

Source: G2 reviewer demographics

Top Industries

Marketing and AdvertisingInformation Technology and ServicesHealth, Wellness and FitnessReal EstateProfessional Training & Coaching

Is This Right for You?

Team Size

1–25 people

Sweet spot: 1-10

Complexity

moderate

Best Industries

professional serviceslocal servicesreal estate

lead generationcustomer retentionb2b salesb2c marketing

Pairs Well With

google-analytics— Track which marketing channels generate Keap leads and appointments

jotform— Embed forms that auto-create contacts and trigger Keap automation sequences

Not ideal for: Tech-savvy teams who prefer best-of-breed tools — Keap's all-in-one approach sacrifices depth in each area

Setup & Onboarding

Setup time: days

Learning curve: steep

Resources: goodFree migrationMobile app

Company Health

Founded: 2001

HQ: Chandler, Arizona

Size: 220+ employees

Funding: acquired

uncertainHiring: shrinkingSentiment: mixed

Acquired by Thryv Holdings for $80M in October 2024
Generated ~$85M trailing revenue at time of acquisition
Sold for significantly less than total funding raised ($207.9M vs $80M)
Integration with Thryv product suite underway

Product Direction

AI: moderateRisk: highAPI availableEcosystem: moderateSMB friendly

AI Features

SmartSend AI for send-time optimization
AI-powered automation plays for lead generation
Adaptive messaging strategies
AI-driven workflow templates

Recent Launches

AI-powered automation plays
SmartSend AI optimization
Improved data privacy features

Trust & Security

Compliance

ccpagdprsoc2hipaaiso27001

Security Features

ssoNo

audit logNo

two factorAll plans

ip allowlistNo

role based accesspro

encryption at restAll plans

Data Portability

Export formatsCSV

Bulk API exportYes

Lock-in riskmedium

Status page: https://status.keap.com

Support

Channels

emailall

phoneall

live chatall

knowledge baseYes

community forumYes

Hours24/7

Response time< 24 hours

Dedicated CSMultimate

Docs qualitygood

Community AcademyCertifications available

Market Position

nicheAll-in-one CRM and automation platform for service-based small businesses and solopreneurs

Top Alternatives

activecampaign-automation— More powerful automation builder at lower per-contact pricing

hubspot-crm— Free CRM tier with broader ecosystem and more modern interface

Switching Awayhard

Contact data exports via CSV but campaign builder sequences, invoicing, and appointment configs are deeply proprietary

Transfers

contactstagscustom fieldsinvoice history

Doesn't Transfer

campaign sequencesappointment schedulingpayment/invoice configlanding pages

Time to Value

2-4 weeksAll-in-one platform means migrating CRM, email, invoicing, and appointments takes weeks to fully configure

Integrations

gmailoutlookquickbooksstripepaypalwordpressshopifytypeformgoogle-analyticszapier

+ Zapier compatible (connects to 5,000+ apps)

Alternatives in Marketing Automation

ActiveCampaign (Automation)

Paid

4.616,897 reviews

Growing SMBs that need sophisticated multi-channel automation with CRM integration

Customer.io

Paid

4.5957 reviews

Product-led SaaS companies and tech-savvy teams that need behavior-driven, multi-channel messaging automation

Drip

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4.4650 reviews

E-commerce businesses that want powerful automation in a cleaner, simpler package than Klaviyo

Klaviyo

Freemium

4.71,630 reviews

E-commerce brands (especially Shopify) that want revenue-focused email and SMS automation

Omnisend

Freemium

4.61,883 reviews

E-commerce businesses on Shopify, WooCommerce, or BigCommerce who want email + SMS automation built specifically for online retail

Ortto (formerly Autopilot)

Freemium

4.5343 reviews

Mid-stage startups that want marketing automation with built-in customer data platform and analytics

Keap (formerly Infusionsoft)

Established small service businesses that want CRM, automation, and invoicing in one platform

Paidzap Marketing Automation

Visit Website

Reviews

4.2 / 52,700 reviews

G2 Satisfaction Scores

Ease of Use

7.1

Ease of Setup

6.6

Quality of Support

8.4

Meets Requirements

8.2

Ease of Admin

7.0

Rating Distribution

5 star

67%

4 star

20%

3 star

2 star

1 star

+ All-in-one: CRM, email, automation, invoicing, and appointment scheduling

+ Powerful automation for small service businesses with complex workflows

- Very expensive starting at $249/mo; highest entry price in this category

“Keap does everything but it's not cheap and it's not pretty. If you're a service business doing $500K+ revenue, the all-in-one value proposition works. Below that, look elsewhere.”

Pros

+ All-in-one: CRM, email, automation, invoicing, and appointment scheduling
+ Powerful automation for small service businesses with complex workflows
+ Built-in payments and invoicing reduce the need for separate tools

Cons

- Very expensive starting at $249/mo; highest entry price in this category
- Interface feels dated and has a steep learning curve
- Migration from Infusionsoft left some features in awkward transition

Pricing

Plan	Monthly	Annual	Limits
Keap	$249	$249	1,500 contacts; 2 users; CRM + automation
Keap Max	Custom	Custom	Custom; advanced automation; ecommerce; promo codes

14-day free trial

Starts at $249/mo for 1,500 contacts. Scales with contacts and users. 14-day free trial.

Features & Capabilities

Feature	Available On	Limits
CRM & Contact Management	keap	1,500 contacts on base plan; scales with pricing
Marketing Automation	keap	Unlimited
Email Marketing	keap	Unlimited
Invoicing & Payments	keap	Unlimited
Appointment Scheduling	keap	Unlimited
Sales Pipeline Management	keap	Unlimited
Landing Pages	keap	Unlimited
Text Message Marketing	keap	Credits-based; purchased separately
Advanced Automation (Campaign Builder)	keap max	Full campaign builder only on Keap Max
E-commerce & Promo Codes	keap max	Keap Max only
SmartSend AI Optimization	keap	Unlimited
Lead Scoring	keap	Unlimited

Limitations

! Highest entry price in the category at $249/mo; not viable for early-stage businesses
! Limited to 2 users on the base plan; additional seats cost extra
! Full campaign builder and e-commerce features require the more expensive Keap Max plan
! Ongoing platform uncertainty due to acquisition by Thryv and integration with their product suite

Market Intelligence

Who Uses This

Small Business

72%

Mid-Market

20%

Enterprise

Source: G2 reviewer demographics

Top Industries

Marketing and AdvertisingInformation Technology and ServicesHealth, Wellness and FitnessReal EstateProfessional Training & Coaching

Is This Right for You?

Team Size

1–25 people

Sweet spot: 1-10

Complexity

moderate

Best Industries

professional serviceslocal servicesreal estate

lead generationcustomer retentionb2b salesb2c marketing

Pairs Well With

google-analytics— Track which marketing channels generate Keap leads and appointments

jotform— Embed forms that auto-create contacts and trigger Keap automation sequences

Not ideal for: Tech-savvy teams who prefer best-of-breed tools — Keap's all-in-one approach sacrifices depth in each area

Setup & Onboarding

Setup time: days

Learning curve: steep

Resources: goodFree migrationMobile app

Company Health

Founded: 2001

HQ: Chandler, Arizona

Size: 220+ employees

Funding: acquired

uncertainHiring: shrinkingSentiment: mixed

Acquired by Thryv Holdings for $80M in October 2024
Generated ~$85M trailing revenue at time of acquisition
Sold for significantly less than total funding raised ($207.9M vs $80M)
Integration with Thryv product suite underway

Product Direction

AI: moderateRisk: highAPI availableEcosystem: moderateSMB friendly

AI Features

SmartSend AI for send-time optimization
AI-powered automation plays for lead generation
Adaptive messaging strategies
AI-driven workflow templates

Recent Launches

AI-powered automation plays
SmartSend AI optimization
Improved data privacy features

Trust & Security

Compliance

ccpagdprsoc2hipaaiso27001

Security Features

ssoNo

audit logNo

two factorAll plans

ip allowlistNo

role based accesspro

encryption at restAll plans

Data Portability

Export formatsCSV

Bulk API exportYes

Lock-in riskmedium

Status page: https://status.keap.com

Support

Channels

emailall

phoneall

live chatall

knowledge baseYes

community forumYes

Hours24/7

Response time< 24 hours

Dedicated CSMultimate

Docs qualitygood

Community AcademyCertifications available

Market Position

nicheAll-in-one CRM and automation platform for service-based small businesses and solopreneurs

Top Alternatives

activecampaign-automation— More powerful automation builder at lower per-contact pricing

hubspot-crm— Free CRM tier with broader ecosystem and more modern interface

Switching Awayhard

Contact data exports via CSV but campaign builder sequences, invoicing, and appointment configs are deeply proprietary

Transfers

contactstagscustom fieldsinvoice history

Doesn't Transfer

campaign sequencesappointment schedulingpayment/invoice configlanding pages

Time to Value

2-4 weeksAll-in-one platform means migrating CRM, email, invoicing, and appointments takes weeks to fully configure

Integrations

gmailoutlookquickbooksstripepaypalwordpressshopifytypeformgoogle-analyticszapier

+ Zapier compatible (connects to 5,000+ apps)

Alternatives in Marketing Automation

ActiveCampaign (Automation)

Paid

4.616,897 reviews

Growing SMBs that need sophisticated multi-channel automation with CRM integration

Customer.io

Paid

4.5957 reviews

Product-led SaaS companies and tech-savvy teams that need behavior-driven, multi-channel messaging automation

Drip

Paid

4.4650 reviews

E-commerce businesses that want powerful automation in a cleaner, simpler package than Klaviyo

Klaviyo

Freemium

4.71,630 reviews

E-commerce brands (especially Shopify) that want revenue-focused email and SMS automation

Omnisend

Freemium

4.61,883 reviews

E-commerce businesses on Shopify, WooCommerce, or BigCommerce who want email + SMS automation built specifically for online retail

Ortto (formerly Autopilot)

Freemium

4.5343 reviews

Mid-stage startups that want marketing automation with built-in customer data platform and analytics