Keap Review - CRM & Marketing Automation for Small Business 2025
Keap Review - Complete Analysis
Overview
Website: keap.com
Category: CRM + Marketing Automation
Best For: Small businesses and agencies via partner reselling
Starting Price: Pro plan ~$129/month (1,500 contacts)
Notable For: Tailored for small businesses with integrated invoicing and payments
What is Keap?
Keap (formerly Infusionsoft) is a comprehensive CRM and marketing automation platform specifically designed for small businesses. The platform combines customer relationship management with advanced email and SMS marketing automation, sales pipeline management, appointment scheduling, and integrated invoicing and payment processing. For home service businesses, Keap excels at managing the entire customer lifecycle from initial lead capture through repeat business, with powerful automation workflows that can nurture leads, send service reminders, and follow up on unpaid invoices. The platform is particularly strong for businesses that need both marketing automation and the ability to process payments and manage invoices within the same system.
Pricing Plans
Lite
Up to 1,500 contacts
Basic email marketing
Contact management
Pro
Up to 1,500 contacts
Marketing automation
Sales pipeline CRM
Max
Up to 2,500 contacts
Advanced automations
Ecommerce features
All plans include invoicing and payment processing. Contact limits increase with higher tiers.
Key Features
📧 Email & SMS Campaigns
Automated email sequences and SMS marketing with behavioral triggers
🔄 Marketing Automation Workflows
Visual campaign builder for complex lead nurturing and customer journeys
💼 Pipeline CRM
Sales pipeline management with deal tracking and task automation
💳 Invoicing & Payments
Integrated billing system with online payment processing and recurring billing
📅 Appointment Scheduling
Online booking system with automated confirmations and reminders
🔗 Integrations
Native QuickBooks sync, Zapier connections, and API for custom integrations
Perfect for Home Service Businesses
🎯 Lead Nurturing Automation
Automatically follow up with leads through personalized email and SMS sequences
💰 Integrated Billing
Send invoices, process payments, and manage recurring billing all in one platform
🔄 Service Reminders
Automate maintenance reminders and seasonal service promotions to existing customers
📊 Customer Lifecycle Management
Track customers from initial contact through multiple service calls and referrals
✅ Pros
- All-in-one platform with CRM, marketing, and billing
- Powerful marketing automation workflows
- Integrated invoicing and payment processing
- Strong SMS marketing capabilities
- Excellent for small business workflows
- QuickBooks integration for accounting
- Appointment scheduling included
- Visual campaign builder for automations
❌ Cons
- Higher cost compared to basic email marketing tools
- Steep learning curve for advanced automation features
- Contact limits can be restrictive for growing businesses
- Interface can feel overwhelming initially
- Limited customization compared to enterprise solutions
- Setup complexity requires time investment
- Some features require higher-tier plans
Who Should Use Keap?
Ideal for: Small to mid-sized home service businesses that want to combine CRM, marketing automation, and billing in one platform. Perfect for contractors, HVAC companies, and service providers who need sophisticated follow-up systems and integrated payment processing.
Especially good for: Businesses wanting to automate their sales and marketing processes, companies that send invoices and need payment processing, and organizations looking to nurture leads through complex customer journeys.
Great for agencies: Marketing agencies can resell Keap services to small business clients, providing comprehensive CRM and marketing automation setup and management.
Not ideal for: Very small businesses with simple needs, companies on tight budgets looking for basic email marketing only, or large enterprises needing highly customized solutions.
Ready to Automate Your Business?
Combine CRM, marketing automation, and billing in one powerful platform.
Try Keap Free →