Keap

Keap, formerly known as Infusionkeep, is a CRM and marketing automation platform engineered specifically for solopreneurs, coaches, consultants, and small service businesses that need to automate their client acquisition and follow-up processes. While larger platforms like HubSpot and Salesforce target enterprise needs, Keap focuses on the unique challenges of one-person and small-team businesses where the owner is simultaneously the salesperson, marketer, and service deliverer.

The Easy Automations feature is Keap's standout for non-technical users. Pre-built automation templates handle the most common small business workflows: new lead follow-up sequences, appointment reminders, invoice collection, referral requests, and re-engagement campaigns for inactive clients. These templates give small business owners sophisticated marketing automation without requiring them to understand marketing funnel theory or build complex workflows from scratch.

Client management combines contact records, communication history, appointment scheduling, quotes, invoices, and payments in a single view. For consultants and coaches who manage the entire client relationship personally, this unified view eliminates the context-switching between separate CRM, calendar, and accounting tools.

The e-commerce capabilities include checkout forms, order management, and subscription billing — critical for coaches and consultants selling digital courses, membership programs, or recurring service packages. Built-in payment processing through Keap Payments or integration with Stripe and PayPal handles transactions without requiring separate e-commerce infrastructure.

Landing pages and web forms capture leads from marketing campaigns, with automatic tagging and segmentation that feeds leads into the right nurture sequences. The A/B testing capabilities for emails and pages help small business owners optimize their marketing without needing marketing expertise.

Pricing starts at 249 USD per month, which includes 1,500 contacts and 2 users. Additional users cost 29 USD per month each. This positioning is deliberate — Keap targets businesses that have outgrown basic tools and are willing to invest in automation that saves them time, which is their scarcest resource.

Before you commit

Before signing a contract for Keap, confirm four things directly with the vendor: the current plan pricing and what each tier includes, the contract length and renewal terms, the data-processing and security documentation available to procurement teams, and the cancellation or downgrade process. These four points are where B2B SaaS deals most often drift from the headline a buyer reads in a review to the actual cost and constraints the team encounters after deployment.

Read the official pricing page carefully: list prices, per-user minimums, annual versus monthly billing, onboarding fees, and feature gating between tiers all change the effective cost. If the Keap Keap official site shows a "starting from" price, treat that as a floor, not a quote — features that look included in the marketing copy may sit on a higher plan.

For the security and compliance side, ask the vendor for the most recent documentation set: a data-processing agreement, a sub-processor list, hosting region details, access-control overview, and any audit reports the vendor is willing to share under NDA. If any of these are unavailable, treat that as a procurement signal, not a deal-breaker, and weigh it against the alternatives.

Finally, write down the cancellation criteria before purchase: who will own the relationship inside the company, what counts as a successful rollout at 30/60/90 days, and what data export rights the team has if the relationship ends. This is the same methodology used across our editorial methodology and the affiliate disclosure explains how this site earns commissions on referrals without changing the verdict.