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Small Businesses Sales Automation CRM & Email

Keap

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Best for: Small Business CRM & Email

Last updated: July 26, 2026

Keap — formerly Infusionsoft — is one of the most mature all-in-one platforms for small business: CRM, automation, email, SMS, invoicing, payments and a business phone line in a single system, refined over two decades. In 2026 it simplified to one all-inclusive plan where everyone gets every feature. It's genuinely powerful. It's also genuinely expensive — from about $249/mo — with two things the pricing page underplays: no volume discounts as your list grows, and a mandatory onboarding fee of $500+ that makes month one cost roughly $750–800.

Pros

  • Truly all-in-one — CRM, automation, email, SMS, invoicing & payments
  • Every subscriber gets all features — nothing gated behind tiers
  • Powerful, mature automation — two decades as Infusionsoft
  • Built-in payments, invoicing & scheduling shrink your tool stack
  • 5,000+ integrations & a built-in business phone line

Cons

  • Expensive — from ~$249/mo, well above most small-business CRMs
  • No volume discounts — cost per contact rises as your list grows
  • Mandatory one-time onboarding fee of $500+ on top of month one
  • Extra users ~$39/mo each; text/voice features are US-only
  • Real learning curve; no free plan — only a 14-day trial

Key features

CRM & contact management
Sales pipeline & deal tracking
Email & SMS marketing
Advanced automation & workflow builder
Landing pages & forms
Invoicing & payment processing
Appointment scheduling
Built-in business phone line (US)
5,000+ integrations & Zapier
Mobile app & user role management

Pricing

STARTS AT

$249/mo

Monthly billing Free trial: Yes
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Frequently asked questions

Keap now sells a single all-inclusive plan, not tiers. It's ~$249/mo billed annually ($2,988/yr) or $299 month-to-month, including 2 users and 1,500 contacts with every feature unlocked. Extra users ~$39/mo each; extra contacts bill in progressive tiers. Your bill is driven by users, contacts and usage (like SMS) — not by feature access.
Yes, and it catches people out. A one-time implementation fee starts at $500 (higher by complexity) and isn't optional — Keap's stance is that guided onboarding drives results. In practice your first month runs ~$750–800 (subscription + onboarding), before extra users or contacts. Budget for it; it's easy to miss on the pricing page.
No — the opposite of most platforms. Contact pricing scales in progressive tiers where cost per contact tends to rise, so there are no economies of scale; a bigger list costs proportionally more. Expecting rapid growth? Model the cost at your projected size first — it can climb faster than tools with volume discounts. Above 50,000 contacts you must contact sales.
A lot — that's the point. Every subscriber gets the full platform: CRM, sales pipeline, email & SMS, powerful automation, landing pages, scheduling, invoicing and payments, a business phone line and 5,000+ integrations. The value case is consolidation — judge Keap against the combined cost of the tools it replaces, not a single cheap email app.
Both all-in-one, aimed differently. HubSpot has a free CRM and a gentle on-ramp (scaling into pricey enterprise tiers). Keap has no free plan and a higher entry price, but bundles invoicing, payments and a phone line HubSpot charges more to match, with deeply mature automation. Small service business that'll use automation heavily and wants billing included? Keap can be better value. Lighter start or bigger ceiling? HubSpot.
Established small/mid service businesses — coaches, consultants, professional services — feeling growing pains, wanting CRM, automation, invoicing and payments unified, who'll genuinely use the automation. Poor fit for very early or budget-tight businesses (the ~$249 floor plus onboarding is hard to justify) and for sales that run mainly through channels Keap doesn't cover, like Instagram DMs.

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