Keap review

Keap, formerly Infusionsoft, is a flat-rate CRM that bundles a sales pipeline, email and SMS marketing, invoicing and payment processing into one subscription instead of separate per-user software tiers. It’s owned by Thryv Holdings after a deal that closed in October 2024, though Keap’s own messaging says pricing and terms for existing products haven’t changed. The entry tier costs $320 a month for 2 users and 1,500 contacts, and it’s the only CRM in this guide that includes full marketing automation at that starting price. It’s also the only one with an annual contract, a $299 early-termination fee, and a Trustpilot score of 1.1 to 1.2 out of 5 from roughly 480 to 498 reviews. Read the next two sections before signing anything.

What Keap is for

Keap targets a small business that wants to run its entire customer-facing stack, a CRM pipeline, scheduling, email and SMS campaigns, landing pages, invoicing and payments, out of a single subscription instead of paying separately for a CRM, an email platform and invoicing software. The entry tier includes workflow automation, not a stripped preview of it: broadcast and 1:1 email, 500 text messages and 100 voice minutes a month, landing pages, forms, and payment processing all ship from day one. That makes Keap the deepest single-price bundle in this category. It’s also the most expensive entry point by a wide margin, and the one tool here built around a contract rather than a month-to-month plan.

Pricing and the contract that comes with it

That price buys real depth: full marketing automation at the entry tier instead of an upsell, email and SMS send, invoicing, payments and a mobile app. It also comes with terms the rest of this category doesn’t carry. An annual contract, a $299 early-termination fee if you cancel before the term ends, and a cancellation process that requires a phone call placed at least 10 days before the next billing date. There’s no self-service cancel button on the account, confirmed on Keap’s own help center.

Where it shines

Automation is genuinely included, not gated. Email broadcasts, 1:1 sends, text marketing and appointment-triggered workflows all ship at the $320 entry tier, the one feature set every other CRM in this category reserves for a higher plan or a separate tool. Two decades of product history as Infusionsoft shows in Capterra’s long-form reviews, which consistently credit the automation depth and segmentation options. One subscription replacing three or four separate tools is a real cost case for a business that would otherwise be paying for a CRM, an email sender and invoicing software on three different bills.

Where it frays

The contract is the headline risk, not a footnote. Signing up locks in an annual term with a $299 early-termination fee, and leaving requires a phone call 10 days ahead of the next bill, not a button in the account settings. Trustpilot’s 1.1-to-1.2-out-of-5 score across roughly 480 to 498 reviews is the most consistent and alarming signal in this entire category, dominated by complaints about being auto-renewed without clear consent, billed for removed users, and refused a refund inside that 10-day window. Capterra’s 4.1-out-of-5 score from active users tells a different story: feature depth they’re currently using, which means both numbers are real. Trustpilot captures what happens when someone tries to leave; Capterra captures what happens while they stay. Add $39 a month per extra seat past the included two, plus an advertised “2-way” Gmail/Outlook sync that doesn’t reliably mirror outbound mail back into the inbox, and the entry price understates the real cost of running on Keap.

Who should buy it

Keap makes sense for a business that wants deep email, SMS and payment automation in one price and is fully comfortable signing an annual contract with a real cancellation process attached. It’s a poor fit for anyone who wants to try a CRM risk-free or isn’t certain about the automation depth yet. Nutshell and Capsule both run month to month with no termination fee, and Capsule’s free plan costs nothing to test. If calling, not email automation, is the core workflow, see how that tradeoff plays out in Close vs EngageBay. The full lineup, with the contract risk weighed against the automation depth, is in Best CRM for Small Business.