# Keap Software 2026: Features, Integrations, Pros & Cons | Capterra > Capterra's in-depth exploration of Keap Software's capabilities reveals its suitability for various software needs and provides a comprehensive overview of Keap Software pricing, features, integrations, and potential alternatives. Source: https://www.capterra.com/compare/76390-136480/Infusionsoft-vs-SharpSpring --- # Keap Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 25, 2025 Written byBarkha Bali Barkha Bali Content Writer Barkha Bali is a writer at Capterra. She provides insights to help small and midsize businesses identify the right software for their needs by analyzing more than 550,000 Capterra user reviews and nearly 48,000 interactions between Capterra so... [See bio & all articles](https://www.capterra.com/resources/author/bbali/) Content Writer Edited byMehar Luthra Mehar Luthra Content Editor Mehar has been a team lead at Capterra for nearly three years, helping shape educational articles, thought leadership research reports, and content designed to help businesses compare software to find the best fit. She's spent nearly a decade... [See bio & all articles](https://www.capterra.com/resources/author/mehar-luthra/) Content Editor Written by [Barkha Bali](https://www.capterra.com/resources/author/bbali/) Content Writer Barkha Bali is a writer at Capterra. She provides insights to help small and midsize businesses identify the right software for their needs by analyzing more than 550,000 Capterra user reviews and nearly 48,000 interactions between Capterra software advisors and buyers. Edited by [Mehar Luthra](https://www.capterra.com/resources/author/mehar-luthra/) Content Editor Mehar has been a team lead at Capterra for nearly three years, helping shape educational articles, thought leadership research reports, and content designed to help businesses compare software to find the best fit. She's spent nearly a decade in the editorial space, having served as a content writer, editor, editorial head, and now as a team lead. [Key takeaways](#key-takeaways)[Our verdict](#our-verdict)[Alternatives](#alternatives)[Users](#users)[Pros and Cons](#pros-cons)[Interface](#interface)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Keap Keap Overview: ### Key takeaways Insights from verified Capterra reviews Keap helps small businesses manage customer relationships, automate outreach, and centralize contact data. It’s most used by marketing, consulting, and real estate teams with daily customer relationship management (CRM) needs. Your team will value its tagging, lead capture, and campaign tools, though many cite a steep learning curve and mobile limitations. Advanced lead scoring and predictive email sending offer deeper control for scaling teams. ### Our verdict It suits small and midsize businesses (SMBs) that want to consolidate CRM, marketing automation, and contact management into one system. Its automation depth and tagging logic support growth, but buyers should expect a learning curve and limited mobile usability. Pricing may be a hurdle for lean teams, yet the platform’s workflow control and personalization tools often justify the investment. Top alternative Featured Overall rating Based on 1,297 user reviews Reviews sentiment Positive 79% Neutral 11% Negative 9% Pros & cons Comprehensive business process automation Advanced automated email campaigns Frequent technical glitches and instability Limited and complex reporting features Starting price $299 Usage Based, Per Month Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Keap?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://keap.com/&name=Keap) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Keap 4.1 (1,297) VS. [4.6 (3,406)](https://www.capterra.com/p/132996/brevo/reviews/) Starting Price $299 Usage Based, Per Month Starting Price $9 Usage Based, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 3.6 (1,253) Ease Of Use 4.6 (3,394) Value For Money 3.8 (1,016) Value For Money 4.5 (2,975) Customer Service 4.0 (1,121) Customer Service 4.5 (2,976) ## Keap alternatives Keap may not suit every business, especially if your priorities include faster navigation, simpler campaign setup, or more flexible pricing tiers. Explore other CRM tools that better align with your workflow preferences and operational scale. [4.3 (2,911)](https://www.capterra.com/p/31898/Constant-Contact/reviews/) Starting price $12.00 Per User, Per Month Highest Rated [4.7 (907)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) Starting price $14.99 Per User, Per Month [4.5 (6,217)](https://www.capterra.com/p/171840/HubSpot-Marketing/reviews/) Starting price $15.00 Per User, Per Month [4.5 (3,042)](https://www.capterra.com/p/132666/Pipedrive/reviews/) Starting price $19.00 Per User, Per Month [View all alternatives](https://www.capterra.com/p/76390/Infusionsoft/alternatives/) ## Who uses Keap? Based on Capterra reviews from the past 3 years Talk to a software expert to get a free software list tailored to your business needs ## Pros and Cons Comprehensive business process automation 94% positive reviews out of 106 Most reviewers describe marketing automation as essential for streamlining sales, customer management, and repetitive tasks. Steve F Lead Software Engineer, 51 - 200 employees. "The marketing automation it provides has been one of the strongest points of this tool." Frequent technical glitches and instability 78% negative reviews out of 143 Most reviewers indicate bugs and issues disrupt workflows, cause outages, and complicate software usage across devices and browsers. serge T journalist, 201 - 500 employees. "the software often presents malfunctions such as automatic shutdowns or interference latencies" Advanced automated email campaigns 94% positive reviews out of 87 Most users report campaign email tools simplify building, customizing, and automating targeted email marketing sequences. Jeremy D Support Team Leader, 2 - 10 employees. "Everything from prospect information capturing to automated email campaigns to saving information about forms and payments makes it simple to locate what I need and keep it organized." Limited and complex reporting features 59% negative reviews out of 51 Some users say reporting lacks customization, is hard to navigate, and fails to meet diverse business requirements. Centralized client relationship management 91% positive reviews out of 69 Most reviewers find client management effective for organizing communication, tracking progress, and segmenting client groups. Karyn K Owner, 2 - 10 employees. "Keap has a multi-pronged approach to client management that makes tracking and maintaining client communication easy." Difficult cancellation and refund process 100% negative reviews out of 34 Most users report cancellation involves complex procedures, persistent billing, and challenges securing refunds or contract termination. ## Keap's interface The interface blends drag-and-drop tools with customizable workflows, but reviews often cite friction in navigating complex campaign layouts and slow response times. They also mention a steep learning curve and a dated mobile experience that limits flexibility. Barkha Bali Content Writer Keap’s campaign builder takes time to get used to. As workflows grow, it’s harder to keep things visually clear. Navigation slows down, and mobile access feels limited—so most teams stick to desktop for setup and tracking, especially when managing automations and contact flows. Ease of Use 3.6 (1,253) 3.6 Based on 1,253 reviews ## Key features View by: These features have been rated as most important by users based on their reviews. View by: Get Advice We can help you find the software with the features you need. Barkha Bali Content Writer Keap’s top-rated features make it easier to manage contacts and run campaigns. Tagging, automation, and centralized views help reduce manual work, keep things organized, and stay responsive across multiple touchpoints. Features 4.1 (1,222) 4.1 Based on 1,222 reviews The Keap features below were rated the highest by our reviewers. Our commentary is based on reviewer sentiment and collective feedback from reviews published in the all reviews panel. Contact database 4.3 (69) 69 reviewers rated this feature Organizes individual and business contacts with tagging, segmentation, and filtering. The system supports import/export flexibility and targeting capabilities. Lead capture 4.2 (57) 57 reviewers rated this feature Enables real-time lead collection via embeddable webforms and social media platforms. Automated follow-ups and simple data entry streamline the process and improve lead conversion. Email campaign management 4.2 (47) 47 reviewers rated this feature Supports template-based campaigns with drag-and-drop tools and event-triggered automation. Tagging and list sorting help personalize outreach. Contact management 4.1 (93) 93 reviewers rated this feature Provides a unified view of contact activity including emails, purchases, and tasks. In addition, tagging and engagement tracking improve communication. Marketing automation 4.1 (38) 38 reviewers rated this feature Automates workflows across CRM and email tasks, helping streamline repetitive actions and improve follow-up consistency. Advanced lead scoring 0 reviewers rated this feature Ranks leads based on engagement and behavior, helping teams prioritize follow-ups and allocate resources more effectively. Scores adjust dynamically as contacts interact with campaigns, improving targeting and conversion. Predictive email sending 0 reviewers rated this feature Uses behavioral data to optimize email delivery timing for each contact. This feature helps improve open rates and engagement by sending messages when recipients are most likely to interact. Custom eCommerce platform 0 reviewers rated this feature Supports product listings, checkout flows, and payment processing within Keap. Businesses can manage orders, track fulfillment, and integrate sales data directly into CRM workflows. Campaign analytics dashboard 0 reviewers rated this feature Visualizes campaign performance with metrics like open rates, click-throughs, and conversion paths. Helps teams identify bottlenecks, refine messaging, and improve ROI across marketing efforts. Branding Center 0 reviewers rated this feature Lets users set logos and brand colors once in settings, which then auto-apply across email and landing page builders. This update streamlines setup and ensures consistent branding across campaigns. Custom merge fields for broadcasts 0 reviewers rated this feature Reintroduces the ability to send email broadcasts using custom merge fields, allowing for deeper personalization and segmentation in campaigns. Pop-up auto-save 0 reviewers rated this feature Automatically saves changes made to landing page pop-ups in real time, reducing the risk of lost work and improving editing efficiency. Search bar for email drafts 0 reviewers rated this feature Adds a search bar to the Sent and Drafts tabs in the email builder, making it easier to locate templates by name or subject line. All key features (187) Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness 0% of 0 reviewers... Define levels of authorization for access to specific files or systems 0% of 0 reviewers... Dashboard to view the status of ongoing processes, identify current incidents and track past activities 25.00% of 4 reviewers that rated this feature as important or highly important Track and document all activities across devices, networks, and other systems 100.00% of 1 reviewers that rated this feature as important or highly important Ranks leads based on engagement and behavior, helping teams prioritize follow-ups and allocate resources more effectively. Scores adjust dynamically as contacts interact with campaigns, improving targeting and conversion. 0 reviewers rated this feature Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges 60.00% of 5 reviewers that rated this feature as important or highly important Application programming interface that allows for integration with other systems/databases 0% of 0 reviewers... Manage various aspects of appointments including booking, rescheduling, canceling 46.67% of 15 reviewers that rated this feature as important or highly important Schedule appointments via a calendar 0% of 0 reviewers... Create and automatically send premade copy in response to customer messages 100.00% of 1 reviewers that rated this feature as important or highly important Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients 0% of 0 reviewers... Software's ability to perform similar action on multiple similar files simultaneously 0% of 0 reviewers... Track and analyze user behavior within a system or network 100.00% of 1 reviewers that rated this feature as important or highly important Create, manage, and send invoices or bills to customers 25.00% of 4 reviewers that rated this feature as important or highly important Lets users set logos and brand colors once in settings, which then auto-apply across email and landing page builders. This update streamlines setup and ensures consistent branding across campaigns. 0 reviewers rated this feature Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes 0% of 0 reviewers... Track and manage schedules and meetings via an integrated calendar 57.14% of 14 reviewers that rated this feature as important or highly important Synchronize with other calendars to view mutual availability and schedules 0% of 0 reviewers... Notifications/alerts for upcoming events or tasks 14.29% of 14 reviewers that rated this feature as important or highly important Track and interpret campaign performance metrics 55.56% of 18 reviewers that rated this feature as important or highly important Visualizes campaign performance with metrics like open rates, click-throughs, and conversion paths. Helps teams identify bottlenecks, refine messaging, and improve ROI across marketing efforts. 0 reviewers rated this feature Create a collection of marketing actions to complete specific goals and plan and analyze campaign results 78.95% of 19 reviewers that rated this feature as important or highly important Plan and strategize marketing campaigns 37.50% of 8 reviewers that rated this feature as important or highly important Set campaign schedules by selecting start, pause, and end dates 66.67% of 6 reviewers that rated this feature as important or highly important Ensure all emails are compliant with anti-spam guidelines, as required by the CAN-SPAM Act 35.29% of 34 reviewers that rated this feature as important or highly important Create and manage digital catalog of products/services with their details, specifications, and price 0% of 0 reviewers... Manage various distribution channels, build relations with channel partners, and track their performance 0% of 0 reviewers... Communicate using direct chat or messages within the system 0% of 0 reviewers... Track the amount of clicks on individual products to measure campaign results 0.00% of 1 reviewers that rated this feature as important or highly important Electronic storage of stakeholder contact information 0% of 0 reviewers... Manage contact details and communication with clients 66.67% of 6 reviewers that rated this feature as important or highly important Provides a channel for team members to share media files, communicate, and work together 0% of 0 reviewers... Leave comments and notes on documents for others to view 0% of 0 reviewers... Manage and track all internal and external communication conducted via calls, email, text, or chat 0% of 0 reviewers... Automated reminders and confirmations for booked appointments and events via text or email 47.37% of 19 reviewers that rated this feature as important or highly important Organizes individual and business contacts with tagging, segmentation, and filtering. The system supports import/export flexibility and targeting capabilities. 69 reviewers rated this feature Provides a unified view of contact activity including emails, purchases, and tasks. In addition, tagging and engagement tracking improve communication. 93 reviewers rated this feature Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving 0% of 0 reviewers... Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads 16.67% of 6 reviewers that rated this feature as important or highly important Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system 62.50% of 32 reviewers that rated this feature as important or highly important Supports product listings, checkout flows, and payment processing within Keap. Businesses can manage orders, track fulfillment, and integrate sales data directly into CRM workflows. 0 reviewers rated this feature Reintroduces the ability to send email broadcasts using custom merge fields, allowing for deeper personalization and segmentation in campaigns. 0 reviewers rated this feature Record customer information, purchase history, and other notes 0% of 0 reviewers... A collection of customer information such as contact details, demographics, previous interactions, etc. 60.00% of 10 reviewers that rated this feature as important or highly important Access previous interactions or concerns to maintain customer relationships 50.00% of 2 reviewers that rated this feature as important or highly important Visualize and analyze customer experience across all touchpoints and channels 0% of 0 reviewers... Process of dividing customers into groups based on common characteristics 0% of 0 reviewers... Tool to send questionnaires to customers to gauge feedback 0.00% of 1 reviewers that rated this feature as important or highly important Add customized logos and colors to align with company branding 0.00% of 1 reviewers that rated this feature as important or highly important Create unique call-to-actions to drive clicks (buttons, banners, graphics, etc.) 0.00% of 1 reviewers that rated this feature as important or highly important Customize data fields to support various needs and use cases 50.00% of 16 reviewers that rated this feature as important or highly important Customize contracts and forms to collect specific information 100.00% of 1 reviewers that rated this feature as important or highly important Alter the layout and content of reports 0.00% of 1 reviewers that rated this feature as important or highly important Pre-designed layouts that can be customized to match preferences and requirements 28.57% of 7 reviewers that rated this feature as important or highly important Create labels for products that contain required information such as colors, sizes, dates, etc. 0% of 0 reviewers... Assembly of graphs and charts for visualizing and tracking statistics/metrics 0% of 0 reviewers... Import and export data to and from software applications 57.14% of 7 reviewers that rated this feature as important or highly important Protect sensitive data for digital privacy 0% of 0 reviewers... Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency 50.00% of 2 reviewers that rated this feature as important or highly important Graphical representation of data 0% of 0 reviewers... Collaborate on creating a product by sharing and adjusting designs through a shared portal 0% of 0 reviewers... Track products that are for sale at a reduced price or part of coupon promotions 0% of 0 reviewers... Assemble applications and processes by dragging over and arranging pre-built components 0% of 0 reviewers... Send automated marketing emails based on user actions over a predetermined period 33.33% of 9 reviewers that rated this feature as important or highly important Content that alters based on the user's behavior, preferences, and interests, providing a personalized experience 100.00% of 1 reviewers that rated this feature as important or highly important Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products 0% of 0 reviewers... Electronically collect payments for goods or services 50.00% of 2 reviewers that rated this feature as important or highly important Supports template-based campaigns with drag-and-drop tools and event-triggered automation. Tagging and list sorting help personalize outreach. 47 reviewers rated this feature Manage, store and organize emails within the system or via third-party apps 62.50% of 24 reviewers that rated this feature as important or highly important Create and send email blasts/campaigns 55.88% of 34 reviewers that rated this feature as important or highly important Pre-made examples and templates for emails 100.00% of 1 reviewers that rated this feature as important or highly important Track delivered, received, and opened emails 0% of 0 reviewers... Tracks metrics that provide insight into how a user interacts with any interface or product 0% of 0 reviewers... Predefined actions automatically performed on the occurance of specific events 52.63% of 19 reviewers that rated this feature as important or highly important Create, save, and store files 0% of 0 reviewers... Financial services institutions such as traditional banks, hedge funds, investment banks, and insurance agencies. 0% of 0 reviewers... Intended to be used by insurers 0% of 0 reviewers... Operate/access software on iPad Devices 0% of 0 reviewers... For businesses/agents that manage selling, renting, or management of homes, land, and buildings for the owners. 0% of 0 reviewers... Caters to sales teams 0% of 0 reviewers... Designed for small businesses 100.00% of 1 reviewers that rated this feature as important or highly important Primarily serving startup companies 100.00% of 1 reviewers that rated this feature as important or highly important Form predictions based on past and present data/trends 0% of 0 reviewers... Adds a customizable form to the landing page, usually for the purposes of lead generation 0% of 0 reviewers... Store, manage and track all forms in a centralized location 0% of 0 reviewers... Store and manage images 0% of 0 reviewers... Organize, prioritize, and manage incoming communications 0% of 0 reviewers... Track interaction history by documenting conversations for contacts 61.90% of 21 reviewers that rated this feature as important or highly important Allow the audience to interact or engage with the content 0% of 0 reviewers... Track and manage inventory levels to maintain proper supply 0.00% of 5 reviewers that rated this feature as important or highly important Captures invoice data and maintains comprehensive records for auditing and reporting purposes 0% of 0 reviewers... Create landing pages or online forms designed to capture new leads and prospects 30.00% of 10 reviewers that rated this feature as important or highly important Enables real-time lead collection via embeddable webforms and social media platforms. Automated follow-ups and simple data entry streamline the process and improve lead conversion. 57 reviewers rated this feature Route and distribute your leads to third party buyers 0% of 0 reviewers... Communicate with potential customers by distributing promotional/informational materials via social media, email or other channels 50.00% of 6 reviewers that rated this feature as important or highly important Manage the process of attracting and converting business prospects into leads 0.00% of 4 reviewers that rated this feature as important or highly important Store information about leads or contacts and track, manage and nurture them throughout the sales process 52.31% of 65 reviewers that rated this feature as important or highly important Real-time alerts or notifications that inform teams about new leads or prospects 100.00% of 1 reviewers that rated this feature as important or highly important Engage with a lead throughout the sales process by actively providing information 50.00% of 2 reviewers that rated this feature as important or highly important Score a lead on their quality or likelihood to buy based on certain behaviors 40.00% of 15 reviewers that rated this feature as important or highly important Score a lead based on quality or likelihood to buy/convert based on predetermined criteria 0.00% of 1 reviewers that rated this feature as important or highly important Divide leads into buckets based on predefined criteria and routing rules 60.00% of 5 reviewers that rated this feature as important or highly important Manage contacts across multiple mailing lists 36.84% of 38 reviewers that rated this feature as important or highly important Ability to chat online in real time 0.00% of 1 reviewers that rated this feature as important or highly important Automates workflows across CRM and email tasks, helping streamline repetitive actions and improve follow-up consistency. 38 reviewers rated this feature Send messages to multiple subscribers at the same time 0.00% of 1 reviewers that rated this feature as important or highly important Collection of images, videos and other digital content that can be used 0% of 0 reviewers... Access software remotely via mobile devices 35.29% of 17 reviewers that rated this feature as important or highly important Access the system via a mobile application 0% of 0 reviewers... Optimize content to ensure it is easily accessible for mobile users 0.00% of 1 reviewers that rated this feature as important or highly important Observe and track the demand, usage, progress or quality of a system, product, or user 0% of 0 reviewers... Manage multiple campaigns in one system 50.00% of 4 reviewers that rated this feature as important or highly important Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. 0.00% of 1 reviewers that rated this feature as important or highly important Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels 0% of 0 reviewers... Coordinate marketing efforts across channels (email, landing pages, social media, etc.) 0.00% of 2 reviewers that rated this feature as important or highly important Manage and support multiple locations 0% of 0 reviewers... Manage multiple teams and operations from a central location 0% of 0 reviewers... Create and update newsletter content to increase engagement 100.00% of 6 reviewers that rated this feature as important or highly important Book meetings and appointments through a website or digital platform 47.83% of 23 reviewers that rated this feature as important or highly important Create new forms and/or use ready-made online form templates 0% of 0 reviewers... Accept and process online payment transactions 0% of 0 reviewers... Manage and track customer orders for goods, investments, or any other purchases 100.00% of 1 reviewers that rated this feature as important or highly important Track orders throughout the fulfillment process 0% of 0 reviewers... Organize and manage the accomplishments and development of employees or performance of applications or systems 0% of 0 reviewers... A set of indicators that tracks the performance of networks, applications, systems, teams, etc. 0% of 0 reviewers... Adjust communications based on previous interactions or personal preferences 0.00% of 2 reviewers that rated this feature as important or highly important Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. 57.14% of 14 reviewers that rated this feature as important or highly important Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals. 0% of 0 reviewers... Automatically saves changes made to landing page pop-ups in real time, reducing the risk of lost work and improving editing efficiency. 0 reviewers rated this feature Predict future data based on historical data sets 0% of 0 reviewers... Uses behavioral data to optimize email delivery timing for each contact. This feature helps improve open rates and engagement by sending messages when recipients are most likely to interact. 0 reviewers rated this feature Calculate rule-based prices for a product/service 0% of 0 reviewers... Arrange tasks based on the level of priority or urgency 100.00% of 1 reviewers that rated this feature as important or highly important Streamlining repetitive tasks and activities through automated and predefined workflows 0% of 0 reviewers... Design, communicate, and distribute incentives to perform a specific action 0% of 0 reviewers... Tools designed to streamline the process of lead generation and management for sales teams 50.00% of 2 reviewers that rated this feature as important or highly important Generate quotes or estimates for customers 54.55% of 11 reviewers that rated this feature as important or highly important Preview and make real-time changes in the web content 0% of 0 reviewers... Analyze and gain insights into data in real-time 0.00% of 1 reviewers that rated this feature as important or highly important Receive data and information in real time 100.00% of 2 reviewers that rated this feature as important or highly important Notifications that are delivered to users as soon as an event occurs 0% of 0 reviewers... Active reporting of data and metrics 0% of 0 reviewers... Schedule repeating appointments based on a duration of time 0% of 0 reviewers... Log and store the source of contacts/leads 20.00% of 5 reviewers that rated this feature as important or highly important Timed notification for any upcoming task, deadline, appointment, or activity 80.00% of 5 reviewers that rated this feature as important or highly important Collection, analysis, and representation of numerical data and generation of reports to understand various patterns 40.00% of 5 reviewers that rated this feature as important or highly important View and track pertinent metrics to find patterns and gain insights from data 48.39% of 31 reviewers that rated this feature as important or highly important Web design that automatically adjusts to look good on different screen sizes 0% of 0 reviewers... Monitor conversion rates and analyze effectiveness and profitability of marketing efforts 14.29% of 7 reviewers that rated this feature as important or highly important Set & manage permission levels based on user roles and restrict access to only authorized individuals 0% of 0 reviewers... Define, track, and/or automate sales activities and sales processes 100.00% of 1 reviewers that rated this feature as important or highly important Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. 0% of 0 reviewers... An order generated by a seller to a customer, containing details about products or services 0% of 0 reviewers... Pipeline view and tracking lead status 50.00% of 46 reviewers that rated this feature as important or highly important Reports specific to sales analysis for trends and strategies 0% of 0 reviewers... Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. 0.00% of 1 reviewers that rated this feature as important or highly important Adds a search bar to the Sent and Drafts tabs in the email builder, making it easier to locate templates by name or subject line. 0 reviewers rated this feature Track visibility and traffic from search engines 0% of 0 reviewers... Search and filter data across systems to locate required information by entering keywords or certain criteria 0% of 0 reviewers... Group leads or contacts based on their specific characteristics 57.14% of 21 reviewers that rated this feature as important or highly important Optimize and manage the search engine optimization efforts for a website or digital content 0% of 0 reviewers... Share contacts with other applications like Gmail and CRM 100.00% of 1 reviewers that rated this feature as important or highly important Checkout of online store 75.00% of 4 reviewers that rated this feature as important or highly important Send messages via SMS 0% of 0 reviewers... Manage campaigns and track engagement for marketing efforts across social media channels 50.00% of 6 reviewers that rated this feature as important or highly important Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. 100.00% of 1 reviewers that rated this feature as important or highly important Market event via social media tools 0% of 0 reviewers... Add or remove subscribers from mailing lists 85.71% of 7 reviewers that rated this feature as important or highly important Attach digital tags to documents and assets for identification, search, or monitoring purposes 0% of 0 reviewers... Create, manage and track all task activities and progression 68.75% of 16 reviewers that rated this feature as important or highly important Track and manage the scheduling of tasks 0% of 0 reviewers... Create, save, and re-purpose templates for emails, forms, etc. 27.27% of 11 reviewers that rated this feature as important or highly important Sample files or documents that could be customized as needed or used as is 0% of 0 reviewers... Organize customer data and accounts by user or geography 0.00% of 6 reviewers that rated this feature as important or highly important Addition of necessary external data, applications, tools, or features 0% of 0 reviewers... Set up connections to third-party platforms to improve business processes 33.33% of 3 reviewers that rated this feature as important or highly important Track visitors and purpose of visits 0% of 0 reviewers... Interact with data visualization elements, such as charts and graphs, to drill down into data 0% of 0 reviewers... Web form that allows users to enter data that is sent and processed for different reasons 0% of 0 reviewers... SaaS, web-based, online deployment 0.00% of 1 reviewers that rated this feature as important or highly important Seamlessly integrates with 3rd party websites 0% of 0 reviewers... Built-in website builder or integration with third-party site 100.00% of 2 reviewers that rated this feature as important or highly important Options for publishing a website/landing page online, whether through a publishing site plugin, the user's site, or a subdomain 0% of 0 reviewers... Monitor activity of individuals who visit your website using cookies 0% of 0 reviewers... An extended application or connector that enables users to perform additional services with their current set of tools 0% of 0 reviewers... Create, design and manage workflows for repetitive tasks 10.00% of 10 reviewers that rated this feature as important or highly important What You See Is What You Get is a no-code tool that allows users to create and edit content using a visual interface 0.00% of 2 reviewers that rated this feature as important or highly important Get Advice We can help you find the software with the features you need. Barkha Bali Content Writer Keap’s top-rated features make it easier to manage contacts and run campaigns. Tagging, automation, and centralized views help reduce manual work, keep things organized, and stay responsive across multiple touchpoints. Features 4.1 (1,222) 4.1 Based on 1,222 reviews ## Pricing Value for money 3.8 (1016) Keap costs $249 per month for 2 users when billed annually, or $299 per month when billed annually. This exceeds the $74 per user, per month budget that most SMBs allocate for CRM software. Pricing scales by contact volume, not by user count. Free Trial [View pricing plan details](https://www.capterra.com/p/76390/Infusionsoft/pricing/) Basic $299.00 Usage Based,Per Month It includes: - CRM - Automation - Email & Text - Pipeline - Landing Pages - Payments - Appointments - Reporting Value for money 3.8 (1,016) 3.8 Based on 1,016 reviews ## Integrations Keap connects with a mix of marketing, scheduling, and productivity tools through native and third-party links. These integrations help SMBs sync contacts, automate outreach, and reduce manual updates across their daily workflows. Popular integrations [ Google Drive](https://www.capterra.com/p/161425/Drive/)[ Slack](https://www.capterra.com/p/135003/Slack/)[ Trello](https://www.capterra.com/p/211559/Trello/)[ Dropbox Business](https://www.capterra.com/p/143068/Dropbox-Business/)[ Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[ Mailchimp](https://www.capterra.com/p/110228/MailChimp/)[ WordPress](https://www.capterra.com/p/131687/WordPress/)[ Zoom Workplace](https://www.capterra.com/p/144037/Zoom-Video-Conferencing/) Barkha Bali Content Writer Connecting Keap with email, calendar, and form tools helps your sales lead track outreach, your support team manage follow-ups, and your marketing coordinator automate campaigns without switching between disconnected systems. Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.0 (1121) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.0 (1,121) 4.0 Based on 1,121 reviews ## User reviews Overall rating 4.1 Based on 1,297 reviews Filter by rating 5(583) 4(429) 3(164) 2(54) 1(67) Mentioned topic Sorted by most recent David V. Lead Developer Information Technology and Services ### "Powerful Tool That Can be Overly Complex" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 6/10 January 12, 2026 I found it to be a powerful email marketing and outreach tool, but a little overly complicated for my use case at the time. Pros Keap is great for providing an all encompassing solution for customer outreach and management as well as email service for small and medium sized businesses. Cons The level of complexity that you can quickly get to with this software makes it easy to get in over your head and become frustrated with the processes they have available. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. MA MICHAEL A. CLERICAL Warehousing ### "PRICE KEEPS GOING UPPPP" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 3.0 3.0 Likelihood to Recommend 8/10 December 26, 2025 Pros I like the new custom tags. I also like the workflow enhancements through the campaign builder feature. Cons Upping the price on an already expensive product is not very attractive. And the learning curve is still a problem. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. RL Ruth L. Digital Marketing and Growth Strategist Information Technology and Services ### "My Review Keap" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 December 25, 2025 Pros Keap is where I get the most value when managing leads and keeping follow-ups consistent. The automation flows save me from missing important touchpoints, and having CRM + email in one place keeps our marketing and sales aligned. When everything is set up properly, it feels like the tool works for you. Cons However, onboarding isn’t instant—you need time to arrange pipelines and tags so they match your workflow. Once past that step, it becomes much easier to maintain. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. FG Fabrizio G. Design Lead Architecture & Planning ### "Keap is the Great Marting Campaign Management Tool." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 October 30, 2025 The best marketing reporting tool and the ability to manage contacts and marketing campaign monitoring thectool is excellent. Pros The marketing capability and easy Email marketing and lead generation to campaign easy management this system is effective and the insights collection across several websites this toolbis amazing. Cons Nothing for me to dislike now about the platform and its easy features and the implementation is easy. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Jackie S. Self employed Retail ### "Software that works" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 September 28, 2025 Pros It assists me in automating numerous follow-up activities, email marketing initiatives, and general coordination. The system's automated and entirely customizable method for capturing leads from the website, responding automatically and keeping communication ongoing with potential customers is what I appreciate about it. Cons As of right now I don’t have anything to input, so far it has been great with no problems whatsoever Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor September 29, 2025 Thank you for taking the time to leave a review! We're happy to hear that things have been going well! AU Anonymous User CEO Marketing and Advertising ### "Keap? Not worth keeping anymore !!!" 2.0 Overall Rating 2.0 2.0 Ease of Use 2.0 2.0 Features 1.0 1.0 Customer Service 2.0 2.0 Likelihood to Recommend 1/10 August 21, 2025 Way too much time on the support line for hit or miss solutions, and the ever increasing price for a product that is not keeping up feature wise for the price they are asking. Pros It has a nice looking interface, if that is a pro at this point, as there are way too many cons to be able to consider the UI/UX appearance as an advantage here. Cons Limited customization, and unreliable, the software is clearly very old hobbled together code that is not really able to keep up with its competitors Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor August 29, 2025 Thank you for taking the time to share your honest feedback. We’re truly sorry to hear about your experience and the frustrations you’ve encountered. While we’re glad you found the interface appealing, we understand that the challenges you mentioned outweigh that benefit, and that’s not the experience we want for our customers. Even if we weren’t the right fit for you, we sincerely wish you the best moving forward and continued success with your business. ES Erik S. CEO Logistics and Supply Chain ### "Keap Review" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 July 27, 2025 Overall the Keap software is one of the most advance systems compared to others on the market today. The price comparison is a bit above average but for what you receive it is worthwhile. Pros I love the dedicated numbers to your team were they are able to receive and send calls and text and tracks in the keap system. Cons They have thousands of integrations but not of all the integrations into keap work. This is something that needs to be addressed before informing that you have a integration with that program and ensure it works well before announcing it. Switched from [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) Needed a more advance system then what we were currently using with Zoho CRM. Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) [Pipedrive](https://www.capterra.com/p/132666/Pipedrive/) [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reasons for choosing Keap They were not the cheapest but they had the most advanced features, there customer service was the best and the sales team was very helpful. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor August 29, 2025 Thank you so much for sharing your experience and for highlighting what you love about Keap, especially the dedicated numbers and communication tracking. We’re thrilled to hear that our advanced features, customer service, and sales team stood out and made a positive difference for you. We also truly appreciate your feedback about integrations. It means a lot that you chose Keap even with other options on the table, and we’re grateful to have you in the community. Wishing you continued success as you grow your business with Keap! SF Sarah F. Community Manager Hospitality ### "Easy Access" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 July 21, 2025 Great! I found Keap super handy for handle clients relations and marketing automations, which makes it a solid tool for businesses that want to keep all their client talks in one single place. Pros The automation tools are pretty good, it keeps the workflow smooth. It gives loads of customisation data and i feel like it packs a bunch of areas a company might need help with right inside one app. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor July 24, 2025 Hello Sarah, We're happy to hear that you've found Keap to be handy and that it's keeping your workflows smooth. Thank you for taking the time to leave a review. CB Cynthia B. Manager of Registration Services Professional Training & Coaching ### "Personal warhorse for ME" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 2.0 2.0 Likelihood to Recommend 7/10 July 13, 2025 Credit where credit is due. Even with its flaws, it does the full CRM job and in our personal case goes above and beyond. I can stand some challenges in the process. Pros I have learned to love it after the company is planning to move its CRM services to another product that’s significantly worse. But this gave me the scope to appreciate it. Integration wise, this thing is excellent. My company particularly broke it at some point (and the Keap team has been graceful enough to modify core functionalities for the sake of the purpose we need it for) and it still delivers. Cons It suffers from the very well known across CRM products of sloth syndrome. To be completely fair, again, my company broke this thing to mould it to our needs so this is not really a con but the expected outcome. Customer support chat lacks a lot of knowledge. 7/10 times when we need troubleshooting the agent on duty doesn’t know how to properly support and ends up escalating. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor July 24, 2025 Thank you for taking the time to share your experience. We’re glad to hear that Keap has continued to deliver for your team, especially after the comparison to other solutions. It’s great to know the platform’s flexibility and integrations have supported your setup, even when pushed to the limits. We also appreciate your honest feedback on performance and support. We understand how important it is to get fast, knowledgeable help, and we continuously coach our reps to improve further. Thanks again for your thoughtful insights and for continuing to work with us. If there’s ever anything we can do to support you further, we’re here to help. LG Lisa G. Coach and Consultant E-Learning ### "Great people behind this app!" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 June 16, 2025 In the end I really liked the product...until I didn't and moved on. It's always hard to make a decision to upgrade or change a CRM because migration is the hardest part. But again, I think the most outstanding part was the people behind it. I even visited their offices in Phoenix. Very cool environment. Pros Keap is the rebranded Infusionsoft. I have been a user since 2012 and appreciated the personal on-boarding and availability of a responsive support team. Cons I'm old school and never like when things change up too much, but the initial downside was the add on costs for the additional bells and whistles that most of the newer companies include in their CRM. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor June 18, 2025 Hi Lisa, Thank you for taking the time to share your experience, we really appreciate your longtime support and thoughtful feedback. It means a lot to hear that our onboarding and support teams left a lasting impression, and we’re especially glad you got the chance to visit our office! We’re grateful you gave Keap a place in your business journey, and we’ll be cheering you on wherever that journey takes you next. If you ever decide to revisit us in the future, we’d be happy to help. [View all Reviews](https://www.capterra.com/p/76390/Infusionsoft/reviews/) ## FAQs Yes. Keap offers a 14-day free trial with access to core CRM and automation features. No credit card is required to start the trial. Yes. Keap integrates with Gmail to sync incoming and outgoing emails directly to contact records. This helps users track communication history and reduce manual updates. Yes. Keap is designed specifically for small businesses, offering CRM, marketing automation, and sales tools to help streamline operations and improve customer engagement. Infusionsoft is Keap’s legacy product, now rebranded under the Keap umbrella. Keap Max and Pro offer updated interfaces and features tailored for modern SMB needs. Yes. Keap includes tools for creating quotes, sending invoices, and processing payments. These features are built into the platform and integrate with accounting tools. ### Have more questions? Connect with one of our advisors for a free consultation and save time in your software search. ## Sources - **Capterra reviews data:** Capterra reviews are collected from verified users for individual software products. [Learn more about how we source our data](https://www.capterra.com/resources/proprietary-data-research/). - **Capterra Shortlist:** Capterra Shortlist identifies the top products in our software categories based on a proprietary blend of user ratings and popularity. [Read the complete methodology here](https://www.capterra.com/resources/proprietary-data-research/#capterra-shortlist-methodology). - This product information came from Keap’s own online content in September 2025, including the product's website and its social media channels. ## Related reading ### [What Is CRM Software?](https://www.capterra.com/resources/what-is-crm-software/) Published August 5, 2024 by [Lauren Spiller](https://www.capterra.com/resources/author/lspiller/) and [Kathryn Todd](https://www.capterra.com/resources/author/kathryn-todd/) ### [5 Top-Rated CRM Software for Small Businesses](https://www.capterra.com/resources/crm-software-for-small-business/) Published October 29, 2024 by [Barkha Bali](https://www.capterra.com/resources/author/bbali/) and [Mehar Luthra](https://www.capterra.com/resources/author/mehar-luthra/) ### [How To Scale Your Customer Service Operations: A CX Pro’s Roadmap](https://www.capterra.com/resources/ai-powered-customer-service/) Published August 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Keap](https://www.capterra.com/compare/76390-156926/Infusionsoft-vs-Thryv)  Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. 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