Keap

What is Keap?

Keap (formerly known as Infusionsoft CRM — also called Infusion CRM software or Infusionsoft CRM software) is an SMB-focused platform that pairs contact CRM with campaign builder automation, appointments, quotes/invoices, and payment links. Keap software is the successor brand to Infusionsoft, retaining the same powerful automation engine in a more streamlined interface. The pitch is one system for capture → nurture → pay — not a skinny pipeline tracker.

Keap Plans: Keap Lite, Pro, and Max

Keap offers tiered plans including Keap Lite (entry-level for solopreneurs and very small teams), Keap Pro (full automation and pipeline), and Keap Max (advanced features and higher contact limits). Contact-tier pricing scales with list size — model your contact count growth before committing to an annual plan.

Learning curve

Automation power implies setup discipline: tagging conventions, goal metrics, and list hygiene. Budget onboarding or certified help if you are migrating from Mailchimp + spreadsheets.

Deliverability

Email revenue depends on domain authentication, consent, and engagement — Keap does not remove SPF/DKIM/DMARC work or list-cleaning discipline.

Legacy migrations

Teams moving from historic Infusionsoft setups should audit legacy campaigns, plugins, and field clutter before lift-and-shift — technical debt migrates verbatim.

Common use cases

• Long nurture sequences after lead magnet capture.
• Appointment-based sales with reminders and follow-ups.
• Productized services sold with invoices and card capture.
• Small teams replacing Keap + Calendly + QuickBooks-lite chaos.
• Event and webinar follow-up with segmented replays and offers.
• Payment plans for coaching and training packages (feature-dependent).

Pricing

Keap tiers combine users and contact tiers; Max/Lite/Pro-style names and limits evolve. Use keap.com/pricing and stress-test contact count growth before annual prepay—jumps surprise people.

Payment fees

Model card processing separately from subscription—cash flow tools can quietly add basis points.

Keap Integrations

Keap integrations include Stripe, PayPal, QuickBooks, Gmail/Outlook, Shopify/WooCommerce, and Zapier — confirm the current catalog for your specific Keap plan tier.

Xero + Keap (Infusionsoft by Keap) integration: Xero connects to Keap via Zapier or native connectors to sync invoice payments and contact data between your accounting tool and CRM. This is a common setup for service businesses that invoice via Keap and reconcile in Xero.

ActiveCampaign + Infusionsoft by Keap integration: Some businesses run both platforms during a migration period or use ActiveCampaign for email and Keap for payments. Zapier bridges the two, though long-term dual-stack operation adds complexity.

Keap CRM integration with ERP systems: For businesses requiring ERP connectivity (e.g., keap/erp system expertise), Zapier and custom API integrations are the standard approach. Keap's REST API supports contact, order, and tag operations for custom integration work.

For ecommerce, validate order and tag mapping — duplicate automations from sloppy integrations annoy customers.

Additional Integration Queries

Common integration requests for this platform include connections with: Activecampaign Infusionsoft By, Acuity Scheduling, Airtable Infusionsoft By, Calendly, Google Sheets, Count. Verify current connector availability and sync depth in the vendor’s integration marketplace or with a certified implementation partner before committing to a specific integration architecture.

Keap Calendly Integration

Calendly integrates with Keap via Zapier. When a booking is made in Calendly, the Zap creates or updates the corresponding Keap contact, applies a tag (e.g., “booked-discovery-call”), and can start a Keap automation sequence. This closes the gap between appointment scheduling and CRM follow-up without manual data entry. The Keap contact record receives the meeting date, type, and booking source from Calendly.

Keap Acuity Scheduling Integration

Acuity Scheduling (now part of Squarespace) connects to Keap via Zapier or through Acuity’s native integrations panel. When an appointment is booked through Acuity, a Keap contact is created with the client’s details, a tag is applied for the appointment type, and a Keap automation can send a customised confirmation or pre-appointment preparation sequence. This is a common setup for coaches, consultants, and service businesses that book appointments in Acuity and manage follow-up in Keap.

Keap Google Sheets, Airtable, and MySQL Integrations

Google Sheets connects to Keap via Zapier for real-time data logging. Airtable connects similarly — when a Keap tag is applied or a contact is updated, the Zap pushes the data to an Airtable base. MySQL and Keap (Infusionsoft by Keap) integration requires a custom middleware approach: Keap’s REST API exports contact and order data that is parsed and written to a MySQL table via a scheduled script or ETL job. This is used for businesses that maintain a proprietary database alongside their CRM and need bidirectional data consistency.

Keap PayPal, Zendesk, and Recurly Integrations

PayPal connects to Keap natively for payment collection on Keap order forms. For syncing PayPal payment events to Keap contact records as activities, Zapier is the standard connector. Zendesk connects to Keap via Zapier to create Keap contacts from Zendesk tickets and apply tags based on support activity. Recurly (subscription billing) integrates with Keap through Zapier, pushing subscription status changes and payment events to Keap contact tags and sequences for lifecycle automation.

Keap CRM Review: How It Compares

Keap CRM reviews consistently highlight the automation + payment combination as the core value proposition for small businesses. In Keap CRM review threads, fans cite the mature campaign builder and unified money/messaging timeline; critics cite the contact-tier price stairs and the migration effort required from legacy Infusionsoft apps.

Keap is shopped against HubSpot, ActiveCampaign + CRM, HighLevel, and Ontraport-class tools. Run a pilot campaign on a clean segment — open rates on dirty lists mislead evaluations.

Keap vs Salesforce

Keap vs Salesforce is not a direct comparison — they serve different segments. Salesforce is built for mid-market to enterprise sales teams with complex pipelines and large RevOps investment. Keap is built for small business owners who need automation + invoicing without a dedicated CRM admin. If your team has fewer than 10 users and you want payments and follow-up in one tool, Keap is the stronger fit. If you need territory management, advanced reporting, or enterprise integrations, Salesforce is the right direction.

Rollout

Tag taxonomy first, then import warm lists only, then wire one flagship campaign before building twenty partial automations.

Documentation

Maintain a living map of active campaigns and entry triggers—future you will thank present you.

Verdict

Excellent for automation-heavy small business. Look elsewhere if you only need a deal board.

Best ROI when owners invest in governance and deliverability, not only templates.

Keap CRM Review: Who It’s For

A Keap CRM review consistently surfaces the same pattern: it excels for small businesses that want to automate follow-up, invoicing, and lead nurture without building a marketing team. The campaign builder is its strongest asset — more powerful than basic tools like Mailchimp and more SMB-accessible than enterprise platforms like Marketo. Where Keap CRM reviews flag concerns is around the complexity of the automation builder for users who are new to conditional logic, and the per-contact pricing that can grow quickly as lists expand.

Keap Analytics and Reporting

Keap analytics cover campaign performance, contact engagement, revenue tracking from quotes and invoices, and pipeline reporting. Keap analytics tools include a revenue dashboard, email open and click tracking, and automation performance reports. For SMBs, the reporting is adequate — you can track which campaigns drove conversions and how pipeline is moving. Teams that need advanced attribution modeling or custom BI dashboards will find Keap’s analytics tools limited compared to HubSpot or Salesforce, and should plan to export to a dedicated reporting tool if that depth is required.

Keap vs Salesforce

Keap vs Salesforce is largely a comparison of scale and audience. Salesforce is an enterprise CRM built for complex sales organizations, large teams, and deep customization through code and configuration. Keap is an SMB automation platform built for small business owners who want marketing + CRM + payments in one system with minimal IT involvement. Salesforce wins on data model flexibility, reporting depth, and enterprise integrations. Keap wins on out-of-the-box automation for small businesses, built-in invoicing and payments, and a significantly lower total cost for solo operators and micro-teams. Most businesses considering both are not genuinely choosing between them — they are choosing between Keap and simpler SMB tools like HubSpot Starter or ActiveCampaign.

Keap CRM: Alternatives and Recent Updates

The latest Keap CRM news centers on expanding its AI-powered automation builder and pipeline reporting. Keap has continued investing in its lifecycle automation engine, with updated email deliverability tools and simplified onboarding flows for new small business users.

When comparing alternatives, Scoro fits service firms that need project management and CRM in one tool—Keap's automation depth is overkill for pure project tracking. Method CRM remains the go-to for QuickBooks-first businesses that don't need Keap's email marketing capabilities. If you need advanced marketing automation baked into the CRM at an SMB price point, Keap remains one of the strongest options in that segment.

Pipedrive and Infusionsoft by Keap: Can They Integrate?

Teams asking about a Pipedrive Infusionsoft by Keap integration are typically looking to combine Pipedrive's clean visual pipeline with Keap's marketing automation engine. A native direct integration between the two doesn't exist, but the connection can be built via Zapier or Make: trigger Keap automation sequences based on Pipedrive deal stage changes, sync new Pipedrive contacts into Keap as new leads, or push Keap form submissions into Pipedrive as new deals. However, if you're running both tools in parallel, it's worth evaluating whether Keap's built-in pipeline (Keap's CRM includes a deal board) makes Pipedrive redundant for your team's size and complexity.

Keap Pricing, Alternatives, and Key Integrations

Keap pricing is structured around two main tiers. Keap Pro starts around $159/month (billed annually) for up to 1,500 contacts and two users, covering CRM, email marketing, and automation. Keap Max (formerly Infusionsoft) adds advanced e-commerce, lead scoring, and more complex automation at higher price points. Additional contacts and users are charged incrementally. How much does Keap cost for a typical small business? Most solo operators with a basic automation setup land in the $200–$250/month range after adding the contacts they actually need.

Keap alternatives most commonly evaluated include HubSpot (better if you need a free CRM entry point and marketing hub alignment), ActiveCampaign (better for pure email automation without the e-commerce layer), and Zoho CRM (better for teams that need a broader CRM with less emphasis on automated lifecycle marketing).

HubSpot vs Keap: HubSpot's free CRM tier and clean pipeline management make it the better starting point for B2B teams. Keap wins for B2C small businesses that need lifecycle automation—appointment booking, e-commerce follow-ups, quote-to-invoice sequences—all in one platform without stitching together multiple tools.

On Keap implementation: expect 4–8 weeks for a full setup including migration, automation build-out, and team training. Keap-certified partners can accelerate this; DIY implementation is feasible for straightforward setups but becomes time-intensive when migrating from Salesforce or complex legacy systems.

Keap Google Sheets integration is available via Zapier—push new Keap contacts to a Google Sheet, or create Keap contacts from new Sheet rows. Similarly, Airtable and Keap connect via Zapier for teams that manage project or client data in Airtable alongside Keap's CRM. PayPal and Keap integration handles e-commerce workflows: a PayPal payment completion can trigger a Keap automation sequence to fulfill orders, send receipts, and enroll customers in a post-purchase nurture campaign.