Scored using CRM Software Methodology v3.0
CRM Software Methodology v3.0
Mathematical & Unbiased Scoring
Products in this category are scored under Frontum CRM Software Methodology v3.0: the technical score from the specifications is the base, and independent expert and video reviews (up to ±0.5 points), owner opinions (up to ±0.3) and best-of lists (up to +0.3) move it up or down.
Explore CRM Software Methodology v3.0

Keap review: 54 specs compared

Starting price:249 USD/user/moFree plan:noAI assistant:yesBuilt-in quotes and invoicing:yesWorkflow automation:yes

Keap Review: Compare 54 technical specifications, 12 expert and video reviews and 4 best-of lists to see how this product ranks in the CRM Software category and whether it is worth buying.

Keap
8.2/10

Overall score

Score
8.2/ 10
✕
What it is
Our main score for this model, 1–10. It combines specs, expert reviews and best-of lists.
How we count it
Parts: Technical score 40%, Reviews score 30%, List score 30%
Marks: Each part gets a mark out of 10. For reviews, lists and owners, a typical model in this category gets about 8 and the best one gets 10.
No data yet: A part with no data shows "?". It counts as the mark of a weaker model in this category (4 in 5 models with data score higher). This way, models with reviews, lists and owners usually come out ahead.
Score distribution
▼
<55-66-77-88-99-10
Score components

40%

8.2

Technical score

30%

8.0

Reviews score

30%

8.2

List score

▲Better than 79% of CRM software
8.2

Technical score

Technical score
8.2/ 10
✕
What it is
How good the specs are compared with the other models in this category, 1–10.
How we count it
Areas: We rate the specs in each area against the other models in this category.
Weighting: The areas that matter most to buyers count more. The shares are shown under Score components.
Share: The technical score is 40% of the overall score.
Score distribution
▼
<55-66-77-88-99-10
Score components

25%

6.3

Product & Pricing

25%

8.5

Core CRM

20%

9.5

Sales & Automation

15%

9.2

Integrations & Access

15%

8.5

Security & Deployment

▲Better than 66%
8.0

Reviews score

Reviews score
8.0/ 10
✕
What it is
Average grade from independent test sites, magazines and video reviewers, 1–10.
How we count it
Grades: Each review's own score is converted to 1–10; without one, we grade the review ourselves. Every review counts the same: written or video, short or full test.
Score: The average grade is 80% of the review mark; the number of reviews is the other 20% (1 review = 5, the typical number in this category = 8, the most-reviewed model = 10).
Enough data: With few reviews, the average grade is pulled toward the typical grade of this category. No reviews yet: 7.6 for now.
Share: Reviews count 30% of the overall score.
Score distribution
▼
<55-66-77-88-99-10

80%

7.7

Average grade

20%

9.2

Popularity

Grades by review (12)
9 reviews + 3 videos, average 7.6/10. Reviews count 30% of the overall score.
User ratings collected online are not part of this score.
▼Worse than 54%
8.2

List score

List score
8.2/ 10
✕
What it is
How often independent test sites, magazines and video reviewers put this model in their best-of lists for this category.
How we count it
Points: The model in the most lists of this category gets 10; the others get 8 to 10 in proportion. In no list yet: 7.5. Lists count 30% of the overall score.
Enough data: Every list counts, even a single one. With fewer than 5 best-of lists in the category, this part is left out.
Lists with this model (4)
List score: in 4 of 44 lists (9%)
★Better than 93%
Pricing & Access

*Lowest paid plan per month, as listed on the vendor's website.

Best rankings
Available: ranking among products currently available (including other versions of this product).All: ranking among all products in the database.

What reviewers say about Keap

Based on 8 · 3

Reviewers praise the automation and built-in invoicing, but find the interface dated and are split on how easy it is to learn.
Praised
Mixed views
Criticised
Pick a topic to see who said what
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Technical Specifications of CRM platform Keap

Technical score
Technical score
8.2/ 10
✕
What it is
How good the specs are compared with the other models in this category, 1–10.
How we count it
Areas: We rate the specs in each area against the other models in this category.
Weighting: The areas that matter most to buyers count more. The shares are shown under Score components.
Share: The technical score is 40% of the overall score.
Score distribution
▼
<55-66-77-88-99-10
Score components:

25%

6.3

Product & Pricing

25%

8.5

Core CRM

20%

9.5

Sales & Automation

15%

9.2

Integrations & Access

15%

8.5

Security & Deployment

8.2
Reviews score
8.0
List score
8.2
Starting price
249 USD/user/mo
This CRM platform has a starting price of 249 USD/user/mo, which is higher than that of 98.1% of CRM platforms.
Billing period
Monthly, Annual
Free plan
no
This CRM platform does not offer a permanent free plan.
Free trial
yes
This CRM platform offers a time-limited free trial.
14 days.
Minimum seats
1 seat
This CRM platform has a minimum purchase requirement of 1 seat, which is lower than that of 1.9% of CRM platforms and equal to that of 98.1% of CRM platforms.
Flat entry price includes 2 users.
Show more
What reviewers say
Account and company management
yes
This CRM platform supports account and company management. 0.2% of CRM platforms support account and company management.
Contact management
yes
This CRM platform supports contact management. 0% of CRM platforms support contact management.
Lead management
yes
This CRM platform supports lead management. 0.2% of CRM platforms support lead management.
Advanced automations, landing pages, and lead scoring.
Deal and pipeline management
yes
This CRM platform supports deal and pipeline management. 0.2% of CRM platforms support deal and pipeline management.
Includes visual drag-and-drop pipelines with built-in stage triggers.
Custom fields
yes
This CRM platform supports custom fields. 0% of CRM platforms support custom fields.
150 (Max plan).
Show more
What reviewers say
AI assistant
yes
This CRM platform offers an AI assistant. 78.1% of CRM platforms offer this feature.
Keap AI Content Assistant writes marketing emails and sales sequences.
Workflow automation
yes
This CRM platform supports workflow automation. 0.5% of CRM platforms offer this feature.
Via Easy or Advanced Automations.
Lead scoring
yes
This CRM platform supports lead scoring. 80.4% of CRM platforms offer this feature.
Rules-based point accumulation and time-based score decay.
Email sync and tracking
yes
This CRM platform supports email sync and tracking. 0.5% of CRM platforms offer these features.
Sales forecasting
no
This CRM platform does not support sales forecasting. 15% of CRM platforms offer this feature.
? (provides visual pipelines and deal conversion metrics, but lacks formal native pipeline forecasting calculators).
Show more
What reviewers say
Marketplace integrations
yes
This CRM platform offers marketplace integrations. 1.9% of CRM platforms offer marketplace integrations.
API access
yes
This CRM platform offers API access. 0.2% of CRM platforms offer API access.
Webhooks
yes
This CRM platform supports webhooks. 1.4% of CRM platforms support webhooks.
Mobile apps
yes
This CRM platform offers mobile apps. 2.4% of CRM platforms offer mobile apps.
Official mobile app (Keap) available on iOS and Android.
Data import and export
yes
This CRM platform supports data import and export. 0% of CRM platforms support data import and export.
Supports CSV and ZIP formats.
Show more
What reviewers say
Single sign-on (SSO)
yes
This CRM platform supports single sign-on. 76.9% of CRM platforms support single sign-on.
Available via Okta or custom SAML configurations.
Security certifications
SOC 2 Type II
Role-based permissions
yes
This CRM platform supports role-based permissions. 0.7% of CRM platforms support role-based permissions.
Supports default and custom roles.
Audit logs
yes
This CRM platform provides audit logs. 2.6% of CRM platforms provide audit logs.
Via Admin Console change log.
Supported operating systems
Windows, macOS, iOS, Android
Show more

Keap vs the average CRM platform

246810TotalProduct & PricingCore CRMSales & AutomationIntegrations & AccessSecurity & Deployment
  • Supports single sign-on
    This CRM platform supports single sign-on, while the average CRM platform does not. 23.2% of CRM platforms support single sign-on.
    Available via Okta or custom SAML configurations.
  • Offers an AI assistant
    This CRM platform offers an AI assistant, while the average CRM platform does not. 22% of CRM platforms offer this feature.
    Keap AI Content Assistant writes marketing emails and sales sequences.
  • More included file storage
    This CRM platform includes more file storage than the average CRM platform (100 GB vs 10 GB).
    100 GB vs 10 GB
  • Supports omnichannel messaging
    This CRM platform supports omnichannel messaging, while the average CRM platform does not. 14.8% of CRM platforms support omnichannel messaging.
    Native two-way text messaging and SMS broadcast tools.
  • Supports lead scoring
    This CRM platform supports lead scoring, while the average CRM platform does not. 19.8% of CRM platforms offer this feature.
    Rules-based point accumulation and time-based score decay.
  • Supports sales sequences
    This CRM platform supports sales sequences, while the average CRM platform does not. 22.7% of CRM platforms offer this feature.
  • Supports marketing automation
    This CRM platform supports marketing automation, while the average CRM platform does not. 28.9% of CRM platforms support marketing automation.
  • In-quote online payments
    This CRM platform supports online payments within quotes, while the average CRM platform does not. 32% of CRM platforms support online payments within quotes.
  • 1.3% higher review score
    Reviews score
    8.0/ 10
    ✕
    What it is
    Average grade from independent test sites, magazines and video reviewers, 1–10.
    How we count it
    Grades: Each review's own score is converted to 1–10; without one, we grade the review ourselves. Every review counts the same: written or video, short or full test.
    Score: The average grade is 80% of the review mark; the number of reviews is the other 20% (1 review = 5, the typical number in this category = 8, the most-reviewed model = 10).
    Enough data: With few reviews, the average grade is pulled toward the typical grade of this category. No reviews yet: 7.6 for now.
    Share: Reviews count 30% of the overall score.
    Score distribution
    ▼
    <55-66-77-88-99-10

    80%

    7.7

    Average grade

    20%

    9.2

    Popularity

    Grades by review (12)
    9 reviews + 3 videos, average 7.6/10. Reviews count 30% of the overall score.
    User ratings collected online are not part of this score.
    8.0 vs 7.9
  • More included file storage
    This CRM platform includes more file storage than the average CRM platform (100 GB vs 10 GB).
    100 GB vs 10 GB
  • Offers a client portal
    This CRM platform offers a client portal, while the average CRM platform does not. 36.3% of CRM platforms offer this feature.
    Dedicated external client portal: yes
  • Offers an AI assistant
    This CRM platform offers an AI assistant, while the average CRM platform does not. 22% of CRM platforms offer this feature.
    Keap AI Content Assistant writes marketing emails and sales sequences.
  • Supports lead scoring
    This CRM platform supports lead scoring, while the average CRM platform does not. 19.8% of CRM platforms offer this feature.
    Rules-based point accumulation and time-based score decay.
  • Supports sales sequences
    This CRM platform supports sales sequences, while the average CRM platform does not. 22.7% of CRM platforms offer this feature.
  • Supports marketing automation
    This CRM platform supports marketing automation, while the average CRM platform does not. 28.9% of CRM platforms support marketing automation.
  • In-quote online payments
    This CRM platform supports online payments within quotes, while the average CRM platform does not. 32% of CRM platforms support online payments within quotes.
  • Calling and dialler tools
    This CRM platform offers calling and dialler tools, while the average CRM platform does not. 31.1% of CRM platforms offer calling and dialler tools.
    Includes Keap dedicated business phone line with in-app calling and text messaging.
  • Built-in e-signature
    This CRM platform has built-in e-signature, while the average CRM platform does not. 22.5% of CRM platforms offer built-in e-signature.
    Native e-signature capabilities integrated into quotes and proposals.
  • Supports omnichannel messaging
    This CRM platform supports omnichannel messaging, while the average CRM platform does not. 14.8% of CRM platforms support omnichannel messaging.
    Native two-way text messaging and SMS broadcast tools.
  • Supports single sign-on
    This CRM platform supports single sign-on, while the average CRM platform does not. 23.2% of CRM platforms support single sign-on.
    Available via Okta or custom SAML configurations.
  • 210 USD/user/mo $/user/mo higher starting price
    User score
    7.0/ 10
    ✕
    What it is
    Average of independent expert reviews and videos, graded by us; missing reviews count as 7/10.
    When it matters
    When you want to know how independent test sites and video reviewers rate the product in real use.
    Score distribution
    ▼▼
    <55-66-77-88-99-10
    Keap
    the average CRM platform
    Keap has a higher starting price than the average CRM platform (249 USD/user/mo vs 39 USD/user/mo). The average starting price across CRM platforms is 39 USD/user/mo.
    249 USD/user/mo vs 39 USD/user/mo
  • 38.6% worse value for money
    Keap offers worse value for money than the average CRM platform (6.02 vs 8.3).
    6.02 vs 8.34
  • 38.6% worse value for money
    Keap offers worse value for money than the average CRM platform (6.02 vs 8.3).
    6.02 vs 8.34
  • 210 USD/user/mo $/user/mo higher starting price
    User score
    7.0/ 10
    ✕
    What it is
    Average of independent expert reviews and videos, graded by us; missing reviews count as 7/10.
    When it matters
    When you want to know how independent test sites and video reviewers rate the product in real use.
    Score distribution
    ▼▼
    <55-66-77-88-99-10
    Keap
    the average CRM platform
    Keap has a higher starting price than the average CRM platform (249 USD/user/mo vs 39 USD/user/mo). The average starting price across CRM platforms is 39 USD/user/mo.
    249 USD/user/mo vs 39 USD/user/mo

Video reviews

Hands-on testing and real-world video evaluations

8.0
SoftwareFinds
≈ estimated
11/11/2025
Hands-on review · features, pricing and automation
Verdict
Keap suits service-based businesses, but it is pricey for solo users and not advanced enough for large teams.
8.0
SaaS Trac
≈ estimated
22/06/2023
Feature walkthrough · dashboard, automation and pricing
Verdict
Keap has mostly excellent features, though a few CRM customizations and native interactions are missing.
8.0
Relevate
≈ estimated
15/05/2019
Walkthrough · contacts, campaign builder and reporting
Verdict
Keap is an affordable, lighter CRM that offers good value, though it is less powerful than Infusionsoft.
Overview video
Shop video
Shop video
Hands-on video, no verdict

Expert reviews

In-depth analysis and verdict from leading tech publications

9.2
crm.org
✓ explicit
23/05/2022
Feature review · Marketing automation
Verdict
Keap is an easy-to-learn CRM whose strong email, A/B testing and automation tools suit small businesses, though customer service tools are missing.
6.0
hackceleration.com
✓ explicit
09/06/2026
Expert review · CRM and automation
Verdict
Keap is an all-in-one CRM and automation tool for service businesses with 1 to 25 employees, strong on invoicing and SMS, but its support and native integrations lag behind.
9.0
dreamgrow.com
≈ estimated
01/01/2025
Long-term use · Lead scoring
Verdict
Keap suits solopreneurs and small businesses with large contact lists that will use lead scoring, automations and payments fully, but not brand-new firms with few contacts.
6.8
techrepublic.com
✓ explicit
18/06/2024
Feature review · CRM for franchises
Verdict
Keap is a franchise-focused CRM with a native appointment scheduler and drip campaigns, but it has no free-for-life plan and looks dated.
9.4
business.com
✓ explicit
22/02/2018
Expert review · Sales automation
Verdict
Keap is a sales-focused CRM beginners can use, with easy automations, built-in e-commerce and AI email drafting, but it requires an implementation package.
6.0
emailsoftwareinsights.com
✓ explicit
24/07/2025
Expert review · Invoicing and automation
Verdict
Keap suits service businesses with long sales cycles that want invoicing and automation together, but expect months of learning and some email delivery problems.
8.0
croclub.com
≈ estimated
09/06/2026
Software test · Small business CRM
Verdict
Keap is a small-business CRM that suits coaches, agencies and practitioners, but it falls short for field teams, inventory and international use.
3.8
keltoola.fr
✓ explicit
Not Dated
Expert review · Marketing automation
Verdict
Keap suits small service firms and online shops that want advanced email and SMS automation, but its English-only interface and steep learning curve slow teams down.
8.4
fahimai.com
✓ explicit
02/01/2025
Real-use test · Sales automation
Verdict
Keap is a sales-automation CRM that suits small service businesses that lose leads, though its custom fields and tags need a few hours to learn.

Third-party reviews

What we like about Keap

  • Industry-leading visual campaign builder for advanced sales and marketing automation.
  • Integrated payments, automated invoicing, and appointment scheduling in one platform.
  • Effective lead capture forms and automated lead nurture email sequences.
  • Dedicated onboarding coaching helping small businesses structure customer journeys.

What we don't like about Keap

  • High baseline starting cost compared to standalone pipeline management tools.
  • Steep learning curve required to master complex multi-branch automation logic.
  • Architecture less suited for larger B2B sales forces with complex territory rules.

Verdict

Keap is a cloud-based CRM and marketing automation software tailored for small businesses, offering features such as contact management, visual sales pipelines, built-in appointment scheduling, email and SMS marketing, native e-commerce capabilities, and integrated invoice and payment processing. The software's primary characteristics include its visual drag-and-drop workflow builder, automated lead capture forms, and detailed contact tagging and audience segmentation. Main pros include its highly robust lifecycle automation engine, the consolidation of multiple business tools into a single platform, and a native mobile app with a free dedicated business phone line. However, notable cons include its high pricing structure that scales aggressively based on contact counts, a mandatory paid onboarding fee, lack of a free-for-life tier, and reporting analytics that feel overly basic for advanced tracking.

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