CRM & Client Management

Keap

CRM and marketing automation for small businesses — formerly Infusionsoft, strong on lifecycle automation.

Starter
Pricing Tier
Medium
Learning Curve
2–6 weeks
Implementation
small
Best For
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Use when

Solopreneurs and very small businesses running end-to-end sales, marketing, and billing who want one tool for everything.

Avoid when

Teams over 10 people, B2B SaaS, or anyone needing modern reporting and deliverability (use HubSpot or ActiveCampaign).

What is Keap?

Keap (formerly Infusionsoft) targets very small businesses — coaches, solopreneurs, professional services, and local retailers — with an integrated CRM, email marketing automation, e-commerce, and invoicing package. The Campaign Builder lets non-technical users map multi-step lifecycle flows with tags and triggers. Not a fit for large teams but offers a more automation-rich alternative to HubSpot Starter for sub-10-person businesses.

Key features

Visual Campaign Builder for automation
CRM with lead scoring
E-commerce and invoicing
Appointment scheduling
Landing pages and forms
Text and email marketing

Integrations

QuickBooksWordPressZapierStripe
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