Keap (formerly Infusionsoft) review & overview
CRM + marketing automation + light commerce built for small service businesses.
Keap (formerly Infusionsoft) sits in the crm space and is most often picked for service-based small businesses, crm + automation + invoicing, sales pipeline management. Below is a quick, no-fluff overview to help you decide if it fits.
Key facts
| Category | CRM |
| Pricing | No free plan; from ~$249/mo (contact-based tiers), positioned premium for SMBs. |
| Best for | Service-based small businesses, CRM + automation + invoicing, Sales pipeline management |
| Affiliate program | Yes — Direct (Keap Partner program) |
Who it's for
Keap (formerly Infusionsoft) makes most sense for service-based small businesses.
- Service-based small businesses
- CRM + automation + invoicing
- Sales pipeline management
Key features
What you actually get with Keap (formerly Infusionsoft), drawn from independent reviews and the vendor's own documentation:
- CRM with contact management, tagging and segmentation
- Visual ('when-then') automation builder with templates
- Email marketing and SMS (tier 1 included)
- Sales pipeline, appointment scheduling, quotes and invoices
- Landing pages and forms
- Payments via Keap Pay and invoicing
Integrations
Keap (formerly Infusionsoft) connects with QuickBooks, Shopify, WordPress, Zapier, Gmail/Outlook, Stripe and PayPal.
What makes it stand out
CRM, automation and invoicing built specifically for small service businesses, in one unified plan.
Who it's best for
Service-based small businesses wanting CRM, marketing automation and invoicing together.
Strengths & trade-offs
The honest balance for Keap (formerly Infusionsoft), from independent reviews rather than its sales page. We go deeper in the full Keap (formerly Infusionsoft) review.
Strengths
- + All-in-one CRM + automation + light commerce for service businesses
- + Single unified plan: everyone gets the full feature set
- + Strong invoicing, scheduling and sales pipeline tools
Trade-offs
- - Expensive: starts at $249/mo (annual) and scales with contacts/users
- - Mandatory implementation fee from $500
- - Steep learning curve; overkill for simple email needs
- - No free plan
Notable facts
Concrete, checkable details rather than marketing claims:
- Eliminated tiered plans; one unified platform with the full feature set
- Costs scale by contacts, users and add-ons rather than feature access
- Mandatory implementation fee starting at $500
- Formerly Infusionsoft; now owned by Thryv
See Keap (formerly Infusionsoft) alternatives →
Sources
The features and facts above on Keap (formerly Infusionsoft) are drawn from these independent reviews and vendor pages: