Keap Review 2025: Pricing, Features, Pros & Cons, Ratings & More

Imed Bouchrika, Phd

by Imed Bouchrika, Phd

Co-Founder and Chief Data Scientist

Share

Keap: Top CRM Software

4.25 / 5

Top 3 Keap Alternatives

Featured CRM Software Alternatives for Keap

HubSpot CRM
HubSpot CRM
5 / 5
Pricing

$9 to $150/user/month

Free Plan

Yes, up to 2 users

Key Features

E-signature software, call transcription, conversation routing

Editor's Take

HubSpot CRM is a powerful customer relationship management platform designed to help businesses manage their sales, marketing, and customer service efforts in one centralized place. Its user-friendly interface allows teams to track leads, monitor customer interactions, and automate sales pipelines. With built-in tools for email marketing, contact management, and analytics, HubSpot CRM provides deep insights into customer behavior and sales performance. The platform also supports seamless collaboration between marketing and sales teams through real-time updates and integrations with tools like Gmail, Outlook, and Slack. Additionally, its automation features help reduce manual tasks, enabling teams to focus on building relationships and closing deals. HubSpot CRM is scalable, making it ideal for businesses of all sizes, from startups to large enterprises.

Expert Score

In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.

1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software's overall utility and efficiency in solving user problems.

2. Cost - scoring weight 15%  
Cost analysis focuses on pricing models, value for money, and scalability. It's crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.

3. Customer Service - scoring weight 15%  
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.

4. Integrations - scoring weight 15%  
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.

5. Mobile Support - scoring weight 15%  
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.

NetSuite CRM
NetSuite CRM
5 / 5
Pricing

Custom

Free Plan

No

Key Features

Sales automation, customer service, marketing

Editor's Take

NetSuite CRM is a comprehensive customer relationship management solution designed to support businesses in managing their entire customer lifecycle. It offers a full suite of tools for sales automation, customer service, marketing, and partner management, helping teams improve efficiency and build stronger customer relationships. With real-time visibility into customer interactions, NetSuite CRM enables businesses to track leads, manage opportunities, and forecast sales accurately. Its built-in analytics and reporting features provide deep insights into sales performance and customer behavior. NetSuite CRM integrates seamlessly with NetSuite’s enterprise resource planning (ERP) system, offering a unified platform for managing business operations. This scalability and flexibility make it ideal for growing businesses and enterprises seeking an all-in-one solution for customer relationship management.

Expert Score

In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.

1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software's overall utility and efficiency in solving user problems.

2. Cost - scoring weight 15%  
Cost analysis focuses on pricing models, value for money, and scalability. It's crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.

3. Customer Service - scoring weight 15%  
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.

4. Integrations - scoring weight 15%  
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.

5. Mobile Support - scoring weight 15%  
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.

CRM Creatio
CRM Creatio
5 / 5
Pricing

$25 per user per month

Free Trial

14 days

Key Features

marketing automation, sales automation, no code customization

Editor's Take

CRM Creatio is a comprehensive customer relationship management (CRM) solution designed to streamline and enhance business processes across sales, marketing, and customer service functions. Known for its low-code platform, Creatio allows businesses to customize and automate workflows without requiring extensive technical expertise. This adaptability makes it particularly appealing to organizations seeking to align the software with their specific needs.

The platform's marketing module provides tools for multi-channel campaign management, lead generation, and personalized customer engagement. Its sales module offers functionality for pipeline management, opportunity tracking, and analytics to help teams close deals more efficiently. Additionally, the customer service module supports case management, service level agreement (SLA) monitoring, and omnichannel communication, enabling businesses to provide exceptional customer support.

Creatio stands out with its intuitive interface, robust analytics, and AI-powered tools that provide actionable insights. The low-code development tools allow non-technical users to create applications and automate processes, reducing the dependency on IT teams. Integration capabilities with other software platforms and APIs enhance its utility, making it a versatile choice for businesses of all sizes.

Overall, CRM Creatio is a powerful solution that combines user-friendly design with advanced customization and automation features. Its adaptability and low-code foundation position it as a strong contender for organizations looking to optimize customer relationship management processes while maintaining flexibility for growth and innovation.

Expert Score

In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.

1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software's overall utility and efficiency in solving user problems.

2. Cost - scoring weight 15%  
Cost analysis focuses on pricing models, value for money, and scalability. It's crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.

3. Customer Service - scoring weight 15%  
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.

4. Integrations - scoring weight 15%  
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.

5. Mobile Support - scoring weight 15%  
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.


What is Keap?

Keap is a compact sales and marketing automation platform designed to help small businesses grow. This comprehensive CRM or customer relationship management software allows business owners to collect new leads, organize customer records, and automate sales processes.

One of this tool's notable features is its personalized automation. It improves user productivity by letting them focus on doing what they are good at while customer conversion happens in the background. Keap also facilitates communication through its curated templates, enabling businesses to craft compelling emails and texts. They can send these messages to segmented lists within the CRM, letting them generate tangible results as their outreach efforts unfold.

Using Keap, business owners can seamlessly manage work calls and texts on their smartphones while maintaining a clear separation between professional and personal conversations. This adaptability reflects Keap's commitment to providing practical solutions tailored to consultants, marketing agencies, coaches, startups, and many other growth-focused small businesses' unique needs. In this Keap review, we will explore the software's suite of tools and multifaceted features that empower business growth.

What's new in Keap?

While conducting our Keap review, we discovered that the CRM platform releases new features regularly and improves them iteratively. Some of these features allow customization, while some solve user experience issues.

  • Create new tags for landing page buttons: In the previous version of the software, users could only choose tags from a list when customizing landing page buttons. Fortunately, recent updates enable users to create and apply new tags within the landing page builder.
  • Send emails from a custom domain: Keap also improved its email builder, letting users add non-user email addresses in the “from" field. Doing so allows them to customize the sender email address instead of a generic outreach email.
  • VAT/GST Invoice Compliance: Specific to users in the United Kingdom and Australia, this feature update eases their worries about tax compliance while leveraging the software's automated invoicing features. All they need is to add a tax ID in the Sales Settings, which will be on every invoice.

Featured CRM Software Products

HubSpot CRM
HubSpot CRM
5 / 5
Pricing

$9 to $150/user/month

Free Plan

Yes, up to 2 users

Key Features

E-signature software, call transcription, conversation routing

Editor's Take

HubSpot CRM is a powerful customer relationship management platform designed to help businesses manage their sales, marketing, and customer service efforts in one centralized place. Its user-friendly interface allows teams to track leads, monitor customer interactions, and automate sales pipelines. With built-in tools for email marketing, contact management, and analytics, HubSpot CRM provides deep insights into customer behavior and sales performance. The platform also supports seamless collaboration between marketing and sales teams through real-time updates and integrations with tools like Gmail, Outlook, and Slack. Additionally, its automation features help reduce manual tasks, enabling teams to focus on building relationships and closing deals. HubSpot CRM is scalable, making it ideal for businesses of all sizes, from startups to large enterprises.

Expert Score

In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.

1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software's overall utility and efficiency in solving user problems.

2. Cost - scoring weight 15%  
Cost analysis focuses on pricing models, value for money, and scalability. It's crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.

3. Customer Service - scoring weight 15%  
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.

4. Integrations - scoring weight 15%  
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.

5. Mobile Support - scoring weight 15%  
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.

NetSuite CRM
NetSuite CRM
5 / 5
Pricing

Custom

Free Plan

No

Key Features

Sales automation, customer service, marketing

Editor's Take

NetSuite CRM is a comprehensive customer relationship management solution designed to support businesses in managing their entire customer lifecycle. It offers a full suite of tools for sales automation, customer service, marketing, and partner management, helping teams improve efficiency and build stronger customer relationships. With real-time visibility into customer interactions, NetSuite CRM enables businesses to track leads, manage opportunities, and forecast sales accurately. Its built-in analytics and reporting features provide deep insights into sales performance and customer behavior. NetSuite CRM integrates seamlessly with NetSuite’s enterprise resource planning (ERP) system, offering a unified platform for managing business operations. This scalability and flexibility make it ideal for growing businesses and enterprises seeking an all-in-one solution for customer relationship management.

Expert Score

In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.

1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software's overall utility and efficiency in solving user problems.

2. Cost - scoring weight 15%  
Cost analysis focuses on pricing models, value for money, and scalability. It's crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.

3. Customer Service - scoring weight 15%  
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.

4. Integrations - scoring weight 15%  
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.

5. Mobile Support - scoring weight 15%  
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.

CRM Creatio
CRM Creatio
5 / 5
Pricing

$25 per user per month

Free Trial

14 days

Key Features

marketing automation, sales automation, no code customization

Editor's Take

CRM Creatio is a comprehensive customer relationship management (CRM) solution designed to streamline and enhance business processes across sales, marketing, and customer service functions. Known for its low-code platform, Creatio allows businesses to customize and automate workflows without requiring extensive technical expertise. This adaptability makes it particularly appealing to organizations seeking to align the software with their specific needs.

The platform's marketing module provides tools for multi-channel campaign management, lead generation, and personalized customer engagement. Its sales module offers functionality for pipeline management, opportunity tracking, and analytics to help teams close deals more efficiently. Additionally, the customer service module supports case management, service level agreement (SLA) monitoring, and omnichannel communication, enabling businesses to provide exceptional customer support.

Creatio stands out with its intuitive interface, robust analytics, and AI-powered tools that provide actionable insights. The low-code development tools allow non-technical users to create applications and automate processes, reducing the dependency on IT teams. Integration capabilities with other software platforms and APIs enhance its utility, making it a versatile choice for businesses of all sizes.

Overall, CRM Creatio is a powerful solution that combines user-friendly design with advanced customization and automation features. Its adaptability and low-code foundation position it as a strong contender for organizations looking to optimize customer relationship management processes while maintaining flexibility for growth and innovation.

Expert Score

In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.

1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software's overall utility and efficiency in solving user problems.

2. Cost - scoring weight 15%  
Cost analysis focuses on pricing models, value for money, and scalability. It's crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.

3. Customer Service - scoring weight 15%  
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.

4. Integrations - scoring weight 15%  
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.

5. Mobile Support - scoring weight 15%  
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.

monday.com sales CRM
monday.com sales CRM
4.45 / 5
Pricing

$8/per user/per month

Free Trial

Yes

Key Features

customizable dashboards, automated follow-ups, advanced analytics

Editor's Take

monday.com Sales CRM is a customizable platform designed to streamline sales processes, enhance team collaboration, and improve pipeline visibility. Its intuitive interface enables users to manage leads, track deals, and automate repetitive tasks with ease. The CRM integrates seamlessly with popular tools like Gmail, Slack, and HubSpot, ensuring a centralized workflow. Features like customizable dashboards, automated follow-ups, and advanced analytics help sales teams stay organized and focused on closing deals. With scalability in mind, monday.com caters to businesses of all sizes, offering flexible pricing plans and robust customer support. It’s an excellent choice for teams seeking efficiency and adaptability.

Expert Score

In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.

1. General Features - scoring weight 40%

This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software’s overall utility and efficiency in solving user problems.

2. Cost - scoring weight 15%

Cost analysis focuses on pricing models, value for money, and scalability. It’s crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.

3. Customer Service - scoring weight 15%

This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.

4. Integrations - scoring weight 15%

This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.

5. Mobile Support - scoring weight 15%

Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.

Zoho CRM
Zoho CRM
5 / 5
Pricing

$7 per user per month billed annually

Free Trial

15 days

Key Features

lead generation, sales pipeline management, workflow automation

Editor's Take

Zoho CRM is a flexible and comprehensive customer relationship management platform designed to help businesses manage and grow their customer relationships effectively. With tools for lead generation, sales pipeline management, workflow automation, and analytics, Zoho CRM is suitable for businesses of all sizes across a variety of industries.

Zoho CRM enables teams to streamline sales processes by capturing leads from multiple channels, tracking interactions, and managing every stage of the sales cycle. The platform offers customizable dashboards and reports, providing insights into sales performance and customer behaviors to help make data-driven decisions. With powerful automation features, Zoho CRM allows businesses to set up workflows for routine tasks like follow-ups, lead scoring, and email notifications, reducing manual work and enhancing productivity. The platform integrates with popular tools, including the Zoho suite, Microsoft 365, and G Suite, enabling a seamless connection across teams.

For businesses aiming to improve customer engagement, close deals faster, and enhance team collaboration, Zoho CRM delivers a scalable, user-friendly solution to drive sales and customer satisfaction.

Expert Score

In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.

1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software's overall utility and efficiency in solving user problems.

2. Cost - scoring weight 15%  
Cost analysis focuses on pricing models, value for money, and scalability. It's crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.

3. Customer Service - scoring weight 15%  
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.

4. Integrations - scoring weight 15%  
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.

5. Mobile Support - scoring weight 15%  
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.

Salesforce CRM
Salesforce CRM
5 / 5
Pricing

By quote

Free Trial

Yes

Key Features

Lead Management, Contact Management, Workflow Automation

Editor's Take

Salesforce CRM is a leading customer relationship management platform known for its robust functionality, scalability, and extensive customization options, making it suitable for businesses of all sizes, from startups to large enterprises. Built to streamline sales, marketing, customer service, and analytics, Salesforce CRM empowers teams to manage customer interactions, optimize workflows, and drive growth from a single, cloud-based platform.

Salesforce CRM provides a complete view of customer data, enabling teams to track interactions, manage leads, and automate tasks throughout the sales pipeline. With powerful tools for reporting and analytics, Salesforce offers insights into sales performance, customer trends, and campaign effectiveness, allowing teams to make data-driven decisions. The platform’s automation capabilities reduce manual workloads with customizable workflows, automated follow-ups, and lead scoring, ensuring a smooth customer journey. Integrations with thousands of third-party applications, along with its own suite of services, make Salesforce a highly adaptable solution for businesses looking to connect their CRM with other tools.

For organizations focused on enhancing customer engagement, improving team efficiency, and scaling their operations, Salesforce CRM delivers a powerful and versatile solution tailored to support long-term business growth.

Expert Score

In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.

1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software's overall utility and efficiency in solving user problems.

2. Cost - scoring weight 15%  
Cost analysis focuses on pricing models, value for money, and scalability. It's crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.

3. Customer Service - scoring weight 15%  
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.

4. Integrations - scoring weight 15%  
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.

5. Mobile Support - scoring weight 15%  
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.

How much does Keap cost?

Keap: Top CRM Software

4.25 / 5

There are three Keap pricing plans that businesses can choose from. They vary based on the number of users allowed, the number of outreach contacts, and the features they need. All packages have a contact management feature, wherein users can house their client data, activity, and communications in one place.

Keap Pro – $199 per month

  • Two users
  • 1,500 contacts
  • Marketing, sales, and workflow automation
  • CRM for lead and client management
  • Landing page builder
  • Pricing quote, invoice, and payment capabilities

Keap Max – $289 per month

  • Three users
  • 2,500 contacts
  • All the features in Keap Pro
  • Dedicated phone line (US and Canada)
  • Advanced lead optimization capabilities
  • Enhanced landing pages and sales tools
  • Ecommerce tools

Keap Ultimate – $349 per month

  • Three users
  • 2,500 contacts
  • All the features in Keap Pro and Keap Max
  • Premium CRM and sales management capabilities
  • Custom user access control
  • Affiliate management tools

Annual Keap pricing is also available, allowing users to enjoy a 20% discount on their yearly bill. Subscribing to any plan enables small businesses to leverage the CRM's business automation and email marketing capabilities. This makes Keap one of the best sales tools on the market.

What sets Keap apart?

Based on our Keap review, the platform distinguishes itself as a comprehensive business solution. That is because the software integrates CRM, marketing automation, sales automation, payments, and more within a single platform. This is particularly advantageous for growing businesses with unique requirements and established companies looking for a robust CRM solution.

By consolidating essential business functions, Keap simplifies the operational landscape for users, fostering efficiency and coherence in managing various aspects of their business. Doing so empowers enterprises to establish repeatable sales processes and execute targeted marketing campaigns through automation. This streamlines day-to-day operations and contributes to significant time savings which allows users to focus their efforts on strategic initiatives that drive business growth.

Keap's commitment to propelling business growth is reflected in its extensive feature set, which encompasses marketing and sales automation, customizable campaigns, e-commerce integration, and advanced analytics. Our team's Keap review reveals that the platform's suite of tools enhances operational efficiency and helps users make informed decisions.

To help businesses determine whether this is the right CRM solution, our research team gathered valuable information from reliable sources and listed the following Keap pros and cons.

Pros of Using Keap

  • All-in-One Solution: Keap integrates multiple business functions, like CRM, marketing automation, sales automation, and payments, into a single platform. This consolidation streamlines workflows and reduces the need to manage multiple tools.
  • Customization: Users can customize campaigns, automate sales processes, and adapt the platform to suit the specific requirements of their teams. As such, Keap can be a versatile solution for businesses with varying needs.
  • Automation Capabilities: Keap's automation features enable users to create repeatable sales processes and marketing campaigns. Automation not only saves time but also ensures consistency in outreach efforts.
  • Time Savings: By automating repetitive tasks and workflows, Keap allows users to save time and allocate resources more efficiently. This time-saving aspect is particularly beneficial for small businesses with limited resources.
  • E-commerce Integration: Keap supports e-commerce functionalities, making it suitable for businesses involved in online sales. The platform's integration with e-commerce processes helps manage customer interactions, sales, and payments.

Cons of Using Keap

  • Learning Curve: It may take a while to get the hang of using Keap, especially for those new to CRM and marketing automation tools. The platform's robust features may take some time to master, and initial setup might require additional effort.
  • Cost: Keap's pricing structure may concern some businesses, especially those with limited budgets. While the platform offers different plans to cater to various business sizes, the costs can escalate based on the selected features and the number of users.
  • Limited Email Design Options: The email design options in Keap might be limited compared to specialized email marketing tools. This could be a consideration for businesses relying on intricate email design and aesthetics.
  • Scalability: While Keap is suitable for many small and growing businesses, scalability can be a concern for larger enterprises with more complex needs. It is crucial to assess whether the CRM can meet the requirements of a growing business.
  • Platform Speed: There are cases wherein the platform's speed could be a concern, especially when dealing with larger datasets or executing complex automation sequences. This could impact overall user experience and productivity.

Keap Core Features

Keap: Top CRM Software

4.25 / 5

Keap combines CRM, sales and payment automation, and marketing software into a single platform. This enables businesses to consistently turn leads into paying clients and create predictable business growth. Our Keap review reveals how users can leverage the following core features.

Customer Relationship Management

Keap empowers businesses to streamline operations and enhance customer interactions by providing a unified platform. This is where users can quickly access comprehensive client information and immediately take action. The platform also lets users collect and organize contacts automatically through customized lead forms, landing pages, and social media channels. This integrated approach allows businesses to optimize customer experiences and efficiently manage day-to-day tasks.

Lead Capture and Management

Landing pages and online forms are a must when running an online business. One of the Keap features that users can leverage is its user-friendly tools and landing page templates that businesses can use to capture more leads. The platform also ensures that the customer records for new leads are consistently updated. This integrated system facilitates efficient management of leads and enables a smooth conversion process to transform them into valuable new customers.

App Integration

During our Keap review, we discovered that Keap can let users connect more than 5,000 apps to the platform. Doing so allows them to build automation strategies using familiar apps. The great thing about Keap integrations is that businesses can hire a certified developer partner to help them create custom integrations.

Coaching and Support

During our Keap review, our research team discovered that the platform prioritizes helping businesses grow. That is why they provide coaching and support to users. Their small business growth experts help companies to build email lists, close more deals, manage leads, and more. US-based users can leverage the Keap phone support, while the app chat support is available 24/7.

Sales Automation

Keap's automation features boost every stage of the sales cycle. This sales rep software has follow-up and appointment settings and payment processing capabilities that allow businesses to turn leads into happy customers. It has drag-and-drop functionality that lets users move a lead through the sales pipeline and trigger specific automation. The best part is that Keap has sales performance analytics, allowing users to see how the sales team performs and track hot leads.

Benefits of Using Keap

Keap boasts itself as the CRM platform for SMBs, consultants, coaches, and professional service providers. In this Keap review, our researchers gathered various client success stories to help users identify how their sales and marketing team can maximize this tool.

Business Scalability and Revenue Growth

Keap is built to help companies of all sizes increase their conversion rate and reinforce customer retention. With its customizable workflows and extensive integration options, Keap can help you scale processes as efficiently as possible. You can use it to optimize how you handle transactions without making too many changes to your existing workflows.

The platform also provides insights into your business performance through analytics and reporting features. This can help you track key metrics, evaluate the success of campaigns, and make data-driven decisions.

Refined and Automated Systems

Keap enables teams to pinpoint areas where they lose time and money within the business due to manual processes. With this platform's automation solutions, you can eliminate repetitive tasks, ensure output consistency, and optimize operational workflows. For instance, you can automate email campaigns to make sure that you are reaching out or responding to leads and customers at the right time. It can also help implement standardized follow-up processes for internal tasks.

Increased Brand Trust and Lead Acquisition

Keap allows users to efficiently capture and organize leads from various sources. With it, you can design and execute campaigns from email marketing to targeted communications. It also supports audience segmentation so you can create more a more personalized approach to customer relationship management and increase the chances of lead acquisition and conversation.

In addition to the abovementioned, Keap provides a visual representation of your sales pipeline, making it easier to track deals and manage the sales process. This way, you can easily identify and address bottlenecks in the sales cycle and improve the overall experience for your customers.

How can Keap enhance team collaboration within businesses?

To boost productivity, Keap offers features that foster teamwork and streamline task management. Although primarily a CRM and sales automation tool, Keap includes collaboration tools beneficial for team-based businesses.

  • Shared client data: Keap’s centralized CRM enables all team members to access up-to-date client information, ensuring consistency in customer interactions and reducing duplication of effort.
  • Task assignments and tracking: Keap allows users to assign tasks to team members and track their progress, making it easier to manage workflows and follow up on critical actions.
  • Integrated communication tools: With email and SMS integration, teams can communicate directly within Keap, ensuring everyone is aligned on customer updates and outreach efforts.
  • Collaborative notes and tagging: Team members can add notes and tags to customer profiles, enabling a smooth handoff between departments or shifts.
  • Real-time notifications: Keap provides notifications for task completions or customer updates, ensuring team members stay informed and can act promptly.

How secure is Keap for protecting customer data?

Keap employs robust security measures designed to protect sensitive customer information and ensure compliance with industry standards. The platform utilizes advanced encryption protocols, multi-factor authentication, and role-based access controls to prevent unauthorized access and data breaches. Regular security audits and updates further enhance its resilience against emerging threats, helping businesses maintain operational integrity and protect client trust. Organizations can also integrate Keap with solutions like inexpensive small business accounting software to ensure comprehensive financial data security without compromising usability.

What business types use Keap?

Our Keap review reveals that the platform caters to a diverse range of businesses, making it one of the best marketing automation software today. Keap features are versatile and can be adapted to meet the needs of various industries. Here are some examples of business types that commonly use Keap:

  • Consultants: Independent consultants—whether providing services in marketing, business strategy, or other fields—benefit from Keap's CRM and automation tools to streamline client management and outreach.
  • Marketing Agencies: Marketing agencies leverage Keap's features to manage client relationships, automate marketing campaigns, and track leads effectively.
  • Coaches: Professional coaches use Keap to organize client information, automate communication, and manage appointments.
  • Startups: Startups often find Keap valuable for its all-in-one solution, helping them consolidate various business functions, from lead generation to customer management, in a single platform.
  • Service-Based Businesses: Businesses providing services, like law firms, accounting practices, and design agencies, use Keap to streamline client interactions, automate communication, and manage appointments.
  • Educational and Training Organizations: Educational institutions and training organizations use Keap to manage student relationships, automate communication, and streamline enrollment processes.

Best 5 alternatives to Keap

1

Zoho CRM offers extensive customization options that enable businesses to adapt fields, page layouts, workflows, and automation rules to their specific needs, thereby enhancing lead management and streamlining the sales process from initial contact to deal closure. Its comprehensive suite supports sales, marketing, and customer support through features like detailed reporting, analytics, and an intuitive interface that facilitates easy navigation. The platform integrates AI-powered tools such as the Zia assistant, which provides predictive sales insights and helps personalize customer interactions using real-time behavioral data. Moreover, Zoho CRM’s competitive pricing—including a free tier for smaller teams—and its mobile and third-party app integrations make it a versatile choice for organizations aiming to improve collaboration and decision-making across diverse work environments.

2

monday sales CRM

4.45 / 5

Monday Sales CRM stands out for its exceptional adaptability, allowing users to customize dashboards, columns, and sales workflows to perfectly suit their distinct business requirements. This level of flexibility is ideal for companies with unique processes or niche operations, enabling them to modify the platform effortlessly without needing advanced technical skills. Additionally, the CRM offers automation features that streamline repetitive tasks like follow-up reminders and status updates, thereby minimizing manual workload and lowering the chance of mistakes. Coupled with integrated communication tools and AI-powered capabilities for email composition and data analysis, monday ensures teams remain coordinated and equipped to make data-driven decisions.

3

NetSuite CRM

5 / 5

NetSuite CRM delivers a comprehensive platform that consolidates customer information across multiple channels, granting teams instant access to up-to-date data on preferences, transactions, and interactions in one centralized hub. By automating routine sales, marketing, and service activities, it boosts operational efficiency and frees staff to concentrate on cultivating stronger customer relationships. Its cloud-based design facilitates seamless connectivity from any device, enabling collaboration among dispersed teams while providing real-time sales tracking and pipeline visibility to accelerate deal closures. Additionally, advanced forecasting and analytics tools harness historical and predictive data, empowering businesses to enhance decision-making and optimize resource management for sustained growth.

4

Salesforce CRM stands out as the leading platform globally, offering a unified system to store and analyze customer information, which empowers businesses to make well-informed decisions. Its robust contact management delivers a comprehensive and centralized view of customer data, allowing sales teams to access detailed profiles and better understand their prospects. The integration of AI, especially through Einstein, streamlines everyday tasks like data entry and email follow-ups, enabling employees to concentrate on more strategic activities. Additionally, Salesforce fosters seamless collaboration with tools such as "Chatter" and supports remote accessibility via the cloud and mobile devices, ensuring teams stay connected and productive regardless of location.

5

4.3 / 5

Pipedrive stands out as a versatile CRM solution designed to simplify and optimize sales workflows by automating routine tasks like lead distribution, follow-up scheduling, and deal tracking. Its high level of customization allows businesses to shape sales pipelines and data fields to suit their specific needs, accommodating a wide range of industries and company sizes. By consolidating customer information and communications through integrations with common email and calendar tools, Pipedrive enhances team collaboration and reduces the hassle of juggling multiple platforms. Furthermore, the platform’s clear visual pipeline offers sales teams an intuitive way to oversee deal progress and quickly spot any obstacles in the sales process.

Frequently Asked Questions (FAQs)

What makes Keap a good choice For small businesses?

Keap is tailored for small businesses with features that help collect new leads, organize customer records, and automate sales processes. Its personalized automation, user-friendly interface, and comprehensive suite of tools make it an effective solution for growth-focused businesses.

How does Keap improve user productivity?

Keap's automation capabilities allow users to focus on their core activities while the platform handles customer conversion in the background. This includes automated email and text campaigns, follow-up processes, and sales pipeline management.

Can Keap be customized to fit specific business needs?

Yes, Keap offers extensive customization options, allowing users to tailor campaigns, automate sales processes, and adapt the platform to their specific requirements. This includes creating personalized templates and customizing CRM fields.

What are the different pricing plans For Keap?

Keap offers three pricing plans: Keap Pro ($199/month), Keap Max ($289/month), and Keap Ultimate ($349/month). Each plan varies based on the number of users, the number of contacts, and the included features. Annual billing options are available with a 20% discount.

How does Keap support e-commerce businesses?

Keap integrates e-commerce functionalities, enabling businesses to manage customer interactions, process payments, and handle online sales. This integration helps streamline operations and enhances the customer experience for e-commerce businesses.

What are some potential drawbacks of using Keap?

Potential drawbacks of Keap include a learning curve for new users, higher costs for advanced features, limited email design options compared to specialized email marketing tools, scalability concerns for larger enterprises, and occasional platform speed issues.

Is Keap suitable For project management?

While Keap is primarily a CRM platform, it includes project management capabilities and integration options that allow users to streamline internal processes without switching between different software and tools.

Can Keap conduct surveys?

Yes, Keap allows users to conduct surveys using its landing page builder. Users can create landing pages with survey questions and provide the link to their email subscribers for responses.

What types of businesses typically use Keap?

Keap is commonly used by consultants, marketing agencies, coaches, startups, service-based businesses, and educational and training organizations. Its versatile features cater to a wide range of industries and business sizes.

How does Keap handle customer support and coaching?

Keap offers coaching and support to help businesses grow. This includes assistance from small business growth experts, 24/7 chat support, and US-based phone support. The platform prioritizes helping users build email lists, close more deals, and manage leads effectively.