Marketing Automation Softwares

Keap: CRM and marketing automation for SMEs

Keap is a sales and marketing automation platform designed to help growing businesses increase revenue and optimize their processes.

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4.5

/5 | 53 reviews ⭐️

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🗺 HQ :United States

📆 Last Update :

07/2025

📊 Key Takeaways

Keap, formerly known as Infusionsoft and now integrated into Thryv, is a CRM platform and marketing automation designed to simplify sales management, marketing and customer relationships.

interface de keap

In 2025, it is helping more than 200,000 small businesses to save time with intuitive tools that automate repetitive tasks, such as sales funnels or email campaigns. If you run a small business or a startup, Keap could be the ideal partner to boost your growth without unnecessary complexity.

What is Keap and who is it for?

Keap is an all-in-one software that combines CRM (customer relationship management), marketing automation, and sales tools for small businesses. It targets managers, founders and sales/marketing managers of VSEs or SMEs who are looking to optimize their processes without a dedicated IT team.

social proof de keap

Ideal for industries like e-commerce, B2B services or consultants, Keap focuses on ease of use and time savings — for example, users report up to 36 hours saved per month thanks to automation.

Pros and Cons According to Keap Users

According to reviews, Keap is appreciated for its simplicity and its impact on growth.

🧩 Advantages & Disadvantages According to Keap Users (2025)
🔍 Criteria ✅ Advantages ⚠️ Disadvantages
🚀 Impact +225% growth (The Automation Agency), +140% leads (WBTrading) Less suitable for large enterprises, scalability limits
🧠 Simplicity Intuitive interface for SMEs, easy to get started UI sometimes outdated or confusing for absolute beginners
🛠️ Features CRM + email + automation + payment in one tool Basic features on entry-level plans
📞 Support Customer support recognized as responsive and helpful Support quality varies by time and time zones
💸 Price 14-day free trial without credit card High cost for micro-businesses, no permanent free version
⭐ Overall Rating 4.2 / 5 (average from G2, TrustRadius, Gartner in 2025)

Key Features of Keap

vue sur le CRM de keap

Keap excels in its “all-in-one” dimension:

  • Advanced CRM : Contact management, sales pipelines, audience segmentation, and lead tracking with analytical reports.
  • Marketing automation : Personalized email sequences, marketing SMS, automated sales funnels and ready-to-use templates (via Keap AI for smart suggestions).
  • Sales Tools : Landing pages, appointment management, integrated payments and lead validation.
  • Integrations : Over 5,000 compatible apps (Zapier, Google Workspace, etc.) for seamless data sync.
  • Other assets : Advanced reporting, email personalization, and conversion optimization for simplified growth.

These features reduce manual tasks and improve the customer experience, with an intuitive drag-and-drop interface for non-technicians.

Rates and Subscription Plans

In 2025, Keap is offering plans tailored to small businesses, with a 14-day free trial (no credit card required). Rates are billed monthly or annually (17% reduction for the annual rate).

💼 Keap Pricing & Subscription Plans in 2025
📦 Plan 💵 Monthly Price (USD) 👥 Included Contacts ⭐ Included Users 🛠️ Key Features 🎯 Ideal For
🔹 Keap (Complete Platform) $299/month
⚡ $249/month (–17% annual)
1,500 2 CRM ✔, Automation ✔, Email & SMS ✔, Pages & Payments, Pipeline, Reporting, Included Support, Free Implementation SMEs and small teams looking for a complete platform
🔸 Extension to 2,500 contacts ~$299/month (or ~$329/month annual) 2,500 2–3 Adds a user and contacts, advanced reporting options, extended pipelines Growing teams with more contacts
🟣 Extension to 5,000 contacts ~$399/month (or ~$329–$349 depending on promo) 5,000 3+ Max/Ultimate features: lead scoring, e-commerce, affiliate management, advanced reports Rapidly growing SMBs or marketing & sales teams

Additional prices for extra contacts or add-ons (e.g. SMS). Note that Keap is perceived as expensive, but justified by its all-in-one tools.

Comparison with Competitors

Keap is positioned as an affordable and simple alternative for small businesses, in the face of more complex giants. Here is a 2025 comparison table:

⚖️ 2025 Comparison of CRMs for Small Businesses and Growing Teams
🏷️ Criteria 🟢 Keap 🟡 HubSpot 🔵 ActiveCampaign 🔴 Salesforce 🟠 Pipedrive
💰 Base Price $249/month (or $199/month annual) Free (basic), then $20/month $29/month $25/month (but expensive add-ons) $14.90/month (Essential)
🚀 Strengths All-in-one, easy automations, integrated payments Advanced reporting, free tier Powerful automations, low price Scalable, highly customizable Intuitive interface, visual pipeline, excellent for sales
⚠️ Weaknesses Expensive for features, average UI Limits on free tier, price increases quickly Less CRM-focused Complex, costly for SMBs Less suited for complex automations
⭐ Average Rating (2025) 4.2 / 5 4.5 / 5 4.6 / 5 4.4 / 5 4.3 / 5
🎯 Ideal For Growing small businesses Inbound marketing Email automation Large teams, established structures B2B sales, freelancers or small teams
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Why Small Businesses Choose Keap to Automate Marketing

VSEs/SMEs face a permanent challenge: to generate an ROI of 544% on each euro invested in marketing automation, while managing limited resources. Keap responds precisely to this problem by offering an all-in-one solution designed for entrepreneurs.

Marketing Automation

📊 Key Marketing Automation Figures (2025)
📌 Key Indicator 📈 Statistic 💼 Business Impact
💸 Average ROI $5.44 for every $1 invested
(Source: Cropink SMB Guide)
544% return on investment
🏢 SME Adoption 45% of small businesses use automation
(Source: 89 Marketing Automation Stats 2025)
Accelerated democratization
⏱️ ROI Timeline 76% of businesses see ROI in under 12 months
(Source: 35+ Marketing Automation Guide 2025)
Fast profitability
📊 Sales Productivity +12.2% increase in sales productivity
(Source: 50 Marketing Automation Stats 2025)
Measurable efficiency

5 main reasons for success with Keap

1. Ready-to-Use Automation Templates

modèles d'Automatisation Prêts à l'Emploi de keap

93% of users say they are satisfied with Keap's automation features.

The platform offers more than thirty turnkey scenarios: “Abandoned Cart”, “Webinar Follow-up”, “Prospect Nurturing”. A simple drag and drop is enough to launch a sequence that would otherwise require hours of manual configuration.

This approach eliminates the technical barrier that often holds back adoption. Entrepreneurs can deploy professional strategies without development skills.

2. Smart Segmentation Without Technical Skills

Segmentation Intelligente de keap

Thanks to tags and automatic scoring, a small team can send ultra-targeted messages without coding. Possibilities include:

  • Classification “premium customer” vs “hot prospect”
  • “Abandoned cart > 48h” triggers
  • Automatic behavioral segmentation
  • Real-time personalization based on history

3. Integrated Billing and Payment

Facturation et Paiement Intégrés de Keap

No more juggling Stripe, Zapier, and Google Sheets. Keap centralizes everything: generation of quotes, transformation into invoices, collection via PayPal or Stripe. The transaction fees are 2.9% + $0.30 per transaction, similar to market standards.

This integration reduces administrative time by an average of 30% according to Keap 2024 internal data, freeing up time for commercial activities with high added value.

4. 24/7 Human Support From the Pro Plan

marketing automation avec Keap

Contrary to HubSpot or ActiveCampaign, Keap maintains unlimited phone service even on the entry-level offer. This accessibility reassures entrepreneurs who do not have a service Internal IT.

Support also includes a dedicated Customer Success Manager to optimize the use of the platform according to your specific business goals.

5. Transparent and measurable ROI

tableau de bord de Keap

The “Revenue Attribution” dashboard accurately tracks the revenue generated by each campaign. This transparency allows small structures to immediately justify each euro invested and to adjust their strategy in real time.

Migrating to Keap: Avoiding Hidden Financial Pitfalls ⚠️

Migrating to Keap can cost 2 to 4 times more than expected if these points are not anticipated. Here's how to keep your transition budget under control.

Detailed Analysis of Keap's Hidden Costs

🔍 Detailed Analysis of Keap's Hidden Costs in 2025
💼 Type of Fee 💵 Amount ⚠️ Trigger 🛡️ How to Avoid It
📦 Data Migration $150/hour (professional services) > 5,000 contacts or email history to import Clean database before import, limit volume
🚀 Mandatory Onboarding $499 to $500 minimum Creating a new account Included but non-optional – factor into budget
❌ Early Termination $299 penalty Cancellation of an annual subscription Test with the 14-day free trial before committing
⏳ Late Payment $30 + 1.5%/month interest Payment overdue by +15 days Enable automatic payments

Pitfall 1: Migration Services Not Included

What Keap does not highlight: the transfer of more than 5,000 contacts automatically triggers “Professional Services” billed at $150/hour. This billing can quickly increase if your data requires significant cleaning.

💡 Practical advice: Ask for a fixed quote before signing and carry out an audit of your base:

  • Remove duplicates manually
  • Eliminate invalid emails through a verification service
  • Archive contacts that have been inactive for more than 2 years

This preparation can cut migration costs in half.

Pitfall #2: Third-Party Paid Integrations

Intégrations natives de keap

Shopify, Zapier or Zoom are indeed native, but watch out for the “Partner Apps” extensions. Typeform, Calendly or QuickBooks use third-party applications that charge $10 to $30/month each.

📋 Pre-Migration Checklist:

  • List all of your current tools
  • Check the official list of free Keap integrations
  • Calculate the monthly additional cost of paid apps
  • Identify native Keap alternatives

Trap #3: Transition's “Dual Subscription”

A lot of businesses keep Mailchimp or Pipedrive in parallel “just in case” for 2-3 months. This caution doubles the software bill with no real benefit.

🎯 Optimal Migration Strategy:

  • Take advantage of the 14-day free trial to fully test
  • Plan intensive team training over 1 week
  • Program the old tool to be switched off at most D+15
  • Only keep a backup export

Pitfall #4: Mandatory Team Training

training, study, career, to learn, conclusion, certificate, online course, laptop, testimony, certificate, online course, online course, online course, online course, online course, testimony

The publisher offers “Kickstart Coaching” starting at $499 minimum, presented as optional but highly recommended.

🆓 Effective Free Alternatives:

  • Free webinars Keap Academy (3 sessions/week)
  • Extensive knowledge base with videos
  • Active Facebook user groups
  • Pre-configured templates to get started quickly

How much does it really cost?

Summary table

💰 Keap Real Pricing Structure in 2025
📦 Plan 💵 Monthly Price 📉 Annual Price 👥 Included Contacts 🧑‍💻 Included Users
🔹 Lite $79/month $950/year
(–17%)
500 1
🔸 Pro $169/month $2,030/year
(–17%)
500 1
🟣 Max $199/month $2,390/year
(–17%)
500 1

Additional costs:

  • Additional user: $39/month
  • 1,000 additional contacts: $30/month
  • SMS: $0.015 per message after the package included

Checklist

Predictable costs:

  • Monthly subscription according to the chosen plan
  • Mandatory onboarding: $499-500
  • Additional users: $39/month/person
  • Data migration (if > 5K contacts): quotation on request

Costs to watch out for:

  • Third-party partner applications
  • Contact overruns
  • Additional SMS
  • Early cancellation penalty

💡 Realistic objective : By following this methodology, an SME can limit the total cost of migration to less than €1,500 instead of the €3,000-4,000 often found without preparation. This budgetary control makes it possible to maximize ROI from the first months of use, transforming Keap into a real growth accelerator for your company.

Conclusion

In summary, Keap is a reassuring choice for small businesses looking to simplify their growth.

If your needs are basic and focused on automation, start with the free trial on keap.com. For a personalized decision, assess your priorities: time saved vs budget.

After comprehensive analysis, Keap is positioned as a premium solution that divides: either you perfectly match its target profile, or the investment becomes difficult to justify.

✅ Assets that justify the investment

  • KING : The return on investment of 544% over 3 years places Keap among the most profitable tools on the market. 76% of users see a positive ROI within 12 months, validating financial viability despite the high initial cost.
  • Truly Functional All-In-One : Unlike disparate tool assemblies, Keap offers native integration between CRM, email marketing and billing. 93% of users positively appreciate automation, confirming the promised ease of use.
  • Premium Customer Support : 24/7 telephone support from the Pro plan is a major differentiator compared to competitors who limit chat support. This human accessibility secures non-technical managers.

⚠️ Brakes that Can Block Your Project

  • Aggressive pricing structure : The starting price at 249/month (299/month (299/month (299/month (299 per month)) + the mandatory onboarding at $499 represent an initial investment of nearly €4,000 the first year. The escalation is fast: additional users at $39/month, additional paid contacts.
  • Technical limitations : Several users report performance issues beyond 25,000 contacts. The integration ecosystem remains limited to mainstream tools, with third-party applications that are often paid for ($10-30/month each).
  • Our recommendation : Keap is perfect for SMEs (> €50K CAD/month) who prefer simplicity over price. For others, starting with free HubSpot + ActiveCampaign (< €100/month) remains more pragmatic before moving to Keap once the processes have been stabilized.

Final score: 7,2/10 - Excellent in its niche, but reserved for a specific business niche.

FAQS

Does Keap offer a free trial?

Yes, Keap offers a 14-day free trial without a credit card. Attention, you are limited to 25 emails sent during this period.

Can I cancel my Keap subscription easily?

Cancellation is possible but beware of penalties. If you have taken out an annual contract, a penalty of $299 applies in case of early cancellation.

How much does Keap actually cost per month?

The base price starts at 249/month (billed annually) or 299/month (billed annually) or 299/month (billed annually) or 299/month. Add $39/month per additional user and fees for contacts that exceed your plan.

Is Keap suitable for very small businesses?

Frankly no. With a minimum budget of €3,000 per year + onboarding fees, Keap targets established SMEs instead. Small businesses have an interest in starting with cheaper solutions.

Is migration from my current CRM included?

Partially. The $499 onboarding includes a basic migration. For more than 5,000 contacts or for complex histories, count $150/hour more.

Does Keap work in French?

The interface is available in French, but some advanced features and support remain mostly in English. To be considered according to your level of comfort.

Can I integrate Keap with my existing tools?

Native integrations cover popular tools (Shopify, Zapier, QuickBooks). For more specific tools, be prepared to pay for additional third-party applications.

What happens if I go over my contact limit?

Keap automatically applies additional billing. Count around $30/month for 1,000 additional contacts. Watch your use to avoid unpleasant surprises.

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