Keap CRM Review 2025

In this review, we’ll break down Keap's CRM, including its main features, reported ease of use, and overall effectiveness, to help you determine whether it’s the right investment for your business. Whether you're a small business owner, a sales professional, or a growing enterprise, this review will give you the insights you need to make an informed decision.

What Is Keap CRM?

Keap CRM, formerly Infusionsoft, is comprehensive customer relationship management software designed to streamline business operations for small—to medium-sized enterprises. It offers advanced sales and marketing automation tools that enhance customer interactions and improve efficiency. Signature features include integrated email marketing, e-commerce capabilities, and detailed analytics, which empower businesses to manage leads, automate workflows, and nurture client relationships effectively. With its user-friendly interface and robust support, Keap CRM is an ideal choice for companies aiming to boost productivity and drive growth.

Setting Up Keap CRM

Getting started with Keap CRM is designed to be a seamless experience, ensuring businesses can quickly leverage its powerful features. The setup begins with a dedicated customer success manager who provides personalized guidance and helps you navigate the initial steps. Professional paid support is available for more complex configurations to meet all your business needs.

Keap CRM integrates with multiple business apps, simplifying the setup process and enhancing user experience. The platform's intuitive interface allows for easy contact import, with a basic service initially importing up to 10 contacts. For those looking to explore the software's capabilities, a 14-day free trial is available, allowing a risk-free assessment of its fit for your business.

Keap provides a wealth of resources to support new users, including checklists and video tutorials, making the onboarding process smooth and efficient. These resources, combined with Keap's user-friendly design, ensure that businesses can quickly get up and running, ready to harness the power of advanced sales and marketing automation.

Design & Usability

Keap CRM is known for its intuitive design and user-friendly interface, making it accessible to users of all technical skill levels. The platform's clean layout and straightforward navigation simplify managing customer relationships and automating sales and marketing tasks. With a drag-and-drop feature for building landing pages and forms, Keap ensures that even those without a technical background can easily create and customize their workflows.

The dashboard provides a comprehensive overview of key metrics, allowing businesses to track performance and identify areas for improvement at a glance. Its streamlined design reduces the learning curve, enabling users to adapt quickly and utilize the platform's full potential. 

Customization Capabilities

Keap CRM stands out for its impressive customization capabilities, allowing businesses to tailor the platform to their needs. Users can customize workflows to align with their unique sales and marketing processes, ensuring that automation seamlessly integrates with their existing operations. The platform's drag-and-drop tools make designing and modifying landing pages, web forms, and email campaigns easy without requiring technical expertise.

Additionally, Keap CRM offers flexible tagging and segmentation options, enabling businesses to categorize and manage their contacts more efficiently. This feature is particularly beneficial for creating targeted marketing automations and personalized customer interactions. With the ability to integrate third-party applications, Keap CRM provides a comprehensive solution that adapts to the evolving needs of businesses, enhancing both the user experience and operational efficiency. These robust customization options make Keap CRM a versatile choice for companies seeking to optimize customer relationship management processes.

Integration Capabilities

Keap CRM excels in its integration capabilities. Connecting various tools and third-party integrations to your CRM can help enhance sales and marketing automation. With its robust API and support for third-party integrations, users can easily synchronize data across multiple applications, streamlining workflows and improving efficiency.

One of the standout features of Keap's integration capabilities is its compatibility with popular business tools such as QuickBooks for accounting, Zapier for connecting to thousands of apps, and WordPress for managing web content. This flexibility allows businesses to tailor their CRM to their needs, ensuring that all operations are interconnected.

Moreover, Keap CRM's integration with e-commerce platforms like Shopify and WooCommerce enables businesses to manage their online sales processes effectively, from lead capture to checkout forms. By connecting multiple landing pages and e-commerce tools, you can optimize your sales pipelines and increase conversions.

The platform also supports integration with email marketing services, allowing for the seamless execution of email campaigns and automations and supporting businesses to maintain consistent customer communication, enhancing engagement and fostering repeat business.

Benefits of Using Keap CRM

Keap CRM offers many benefits, making it an attractive choice for businesses seeking to enhance their customer relationship management and sales processes. Here are some key advantages of using Keap CRM:

1. Advanced Sales and Marketing Automation: The sales and marketing automation features help streamline business operations by automating repetitive tasks such as follow-ups, lead scoring, and email marketing campaigns. This automation improves efficiency and ensures no leads fall through the cracks, improving sales pipelines.
2. Integrated E-Commerce Features: Keap CRM offers built-in tools to manage online sales effectively for e-commerce businesses. With features like checkout forms, invoicing, and payment processing, Keap simplifies the sales process, making it easier to manage transactions and track revenue. This integration allows you to connect multiple landing pages and optimize your e-commerce strategies, ultimately driving higher conversion rates.
3. User-Friendly Interface and Customization: The platform's drag-and-drop tools enable easy customization of workflows, landing pages, and web forms, allowing businesses to tailor the CRM to their needs. The flexibility and customizability mean you can adjust Keap's CRM to your organization's unique sales and marketing processes to meet your needs best.
4. Comprehensive Support and Resources: Keap CRM offers extensive support options, including 24/7 live chat, email support, and a thorough knowledge base. Additionally, the platform offers personalized coaching services and training webinars to help users maximize the CRM's benefits. This level of support means you'll have the assistance to effectively implement and utilize Keap's features, leading to improved customer service and client satisfaction.

Keap CRM's combination of advanced automation, e-commerce capabilities, user-friendly design, and comprehensive customer support makes it a valuable tool for businesses to set up the software, streamline operations, and drive growth.

Customer Support and Community Resources

Keap CRM is committed to delivering exceptional customer support and providing resources to help users fully leverage the platform's capabilities. Here are some key aspects of Keap's support and resources:

1. 24/7 Customer Support: Keap offers continuous customer support through live chat and email, allowing users to receive assistance anytime. This 24/7 availability is especially beneficial for businesses operating across various time zones, ensuring that help is always accessible when needed.
2. Expert Coaching and Personalized Onboarding: To facilitate a smooth transition to Keap CRM, the platform provides expert coaching services and personalized onboarding. These tailored sessions are designed to address specific business requirements, helping users to quickly become proficient in using the CRM and optimizing their sales and marketing automation processes.
3. Comprehensive Knowledge Base: Keap's extensive knowledge base is an invaluable resource for users seeking self-service solutions. It includes articles, guides, and video tutorials covering everything from basic setup to advanced CRM features. This resource empowers users to resolve issues independently, enhancing their understanding and efficiency of the software.
4. Engaged Community Forums: Keap encourages user interaction and support through active community forums. These forums provide a platform for users to share experiences, exchange tips, and seek advice from peers. This collaborative environment offers additional support and fosters networking and the sharing of best practices.

By offering these robust support options and resources, Keap CRM ensures that businesses have the tools and guidance to implement and utilize the platform effectively, ultimately enhancing customer service and client satisfaction.

Keap CRM Pricing Structure

Keap CRM offers a flexible pricing model designed to accommodate the varying needs of small—to medium-sized businesses. The pricing tiers are structured to provide scalability and value, ensuring you can choose a plan that aligns with your specific requirements.

1. Keap Lite: This entry-level plan, priced at $79 per month, is ideal for solopreneurs and small businesses. It includes essential features such as contact management, email marketing campaigns, and a dedicated business line. It's suitable for those looking to start with sales and marketing automation without a significant investment.
2. Keap Pro: At $169 per month, Keap Pro caters to growing businesses that need more robust automation capabilities. This plan includes everything in Keap Lite, plus advanced features like their sales pipeline management, landing page creation, and detailed analytics. Keap Pro helps businesses enhance their sales and marketing efforts, driving increased conversions and greater efficiency.
3. Keap Max: Priced at $249 per month, Keap Max is designed for established businesses requiring comprehensive CRM functionalities. It offers all Keap Pro features, advanced automations, lead scoring, and e-commerce integrations. Keap Max suits more established firms looking to scale operations and deepen customer engagement and retention.
4. Max Classic (formerly Infusionsoft): The highest tier plan provides a customizable pricing model for larger businesses with complex sales and marketing needs. It includes extensive customization options, third-party integrations, and robust e-commerce features, making it ideal for larger organizations and companies with intricate workflows and specific requirements.

Keap CRM offers a 14-day free trial to test the platform's features before committing to a subscription. This trial period is an excellent option if you're considering the platform but would like to test its features and functionality first. 

Honest Feedback from Real Users

User feedback from G2 and Gartner provides a comprehensive view of Keap CRM's strengths and weaknesses. Many users commend Keap for its effective sales and marketing automation capabilities, which significantly enhance business efficiency. For example, user JaneS on G2 highlights how the platform's automation features have streamlined her customer management tasks, allowing her to spend more time on strategic growth.

Conversely, some users express concerns about the platform's cost and complexity, particularly for small businesses or those new to CRM systems. On Gartner, reviewer MarkT mentions the initial setup as a challenge for those without technical support. Keap CRM is best suited for small—to medium-sized businesses that need advanced automation but may pose challenges for startups or those with limited budgets.

Alternatives to Keap CRM

Keap CRM is a popular choice for small and medium-sized businesses, but it is not the only option. Depending on your needs, you may find other CRMs that offer better automation, customer engagement tools, or pricing flexibility. Whether you're looking for more advanced features, easier setup, or a lower-cost alternative, here are some top CRMs to consider:

Top Keap CRM Alternatives

• Pulse CRM – A fully loaded CRM with all features included in every plan, starting at just $49 monthly. Pulse offers hands-on setup assistance, helping businesses get the most out of their CRM without the usual setup headaches.
• HubSpot CRM – A well-known platform with a free plan and scalable features, ideal for businesses looking for robust marketing and sales automation.
• ActiveCampaign – Best for businesses focused on email marketing and automation, offering advanced segmentation and workflow automation.
• Zoho CRM – A budget-friendly option with substantial customization and automation tools, ideal for businesses looking for affordability and flexibility.
• Pipedrive – A sales-focused CRM with an intuitive pipeline management system for teams prioritizing deal tracking.
• Salesforce is a powerful enterprise-level CRM with extensive customization options but comes with a higher learning curve and cost.

When choosing an alternative, consider pricing, ease of use, automation capabilities, and customer support. Remember that the right CRM depends on your business needs and growth goals.

Key Takeaways: Keap CRM

• Ideal for small to medium-sized businesses—Keap CRM, formerly Infusionsoft, is designed to streamline customer relationship management with its sales and marketing automation tools, making it an excellent fit for businesses looking to enhance operational efficiency.
• Comprehensive suite of features—With advanced sales automation, integrated email marketing, e-commerce capabilities, and detailed analytics, Keap CRM offers a robust solution to boost productivity and drive business growth.
• Cost considerations for smaller businesses—While Keap CRM provides significant ROI through its automation and support services, the cost can be a barrier for smaller businesses, necessitating a careful assessment of budget and feature needs.
• User-friendly interface with strong support—The platform is praised for its intuitive design and user-friendly interface, which are supported by 24/7 customer service and expert coaching. This ensures businesses can maximize the benefits of Keap CRM.