What is Keap?

Keap is a comprehensive CRM and business automation system specifically tailored for small businesses, integrating CRM, marketing automation, sales tools, and payment processing. Formerly known as Infusionsoft, it’s designed to help coaches manage complex sales processes and client relationships at scale.

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Who is it for?

Keap is suitable for new coaches who anticipate rapid scaling and require a robust, integrated CRM and marketing automation system. It’s ideal for coaches with complex sales processes, those managing a growing team, or coaches who are willing to invest in a more expensive solution that involves a learning curve for long-term business growth.

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Pros

• Comprehensive CRM and automation capabilities for advanced client management
• Strong sales and marketing automation with extensive email templates and text messaging
• Robust sales pipeline management tools for tracking client acquisition
• Analytics and reporting tools for detailed business insights
• Mobile app for the business owner to manage appointments, calls and texts
• Effective for tracking clients and managing complex sales funnels

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Cons

Expensive next to the alternatives: one plan at $299/month, with mandatory paid implementation services on top and $39/month for each user beyond the first two. Keap does not publish how many contacts the base price includes, so you have to talk to sales to price it. Complex platform with a significant learning curve. No client-facing mobile app and no native video calling: the mobile app is for the business owner, and the phone line is voice and SMS only.

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Is it worth it?

Keap suits coaches ready to invest in serious business automation and client management. The CRM and automation are genuinely strong, and the single-plan model means no feature gating. But $299/month plus required implementation is a heavy commitment for a solo coach, and Keap is a CRM rather than a coaching platform: no courses, no community, no client app. Best for coaches with a sales team and complex pipelines who will use the automation properly.

Worth knowing: Keap was acquired by Thryv in late 2024, and the consolidation is now visible in the product. The help centre redirects to Thryv, the developer platform has folded into the Thryv API, and Keap’s own changelog has not been updated since January 2026.

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CRM Details

Comprehensive CRM with marketing automation, sales pipeline management, email templates, text messaging, and lead management tools.

Keap Platform Review

⸻

What is Keap?

Keap is a comprehensive CRM and business automation system specifically tailored for small businesses, integrating CRM, marketing automation, sales tools, and payment processing. Formerly known as Infusionsoft, it’s designed to help coaches manage complex sales processes and client relationships at scale.

⸻

Who is it for?

Keap is suitable for new coaches who anticipate rapid scaling and require a robust, integrated CRM and marketing automation system. It’s ideal for coaches with complex sales processes, those managing a growing team, or coaches who are willing to invest in a more expensive solution that involves a learning curve for long-term business growth.

⸻

Pros

• Comprehensive CRM and automation capabilities for advanced client management • Strong sales and marketing automation with extensive email templates and text messaging • Robust sales pipeline management tools for tracking client acquisition • Analytics and reporting tools for detailed business insights • Mobile app for managing business on the go • Effective for tracking clients and managing complex sales funnels

⸻

Cons

Expensive next to the alternatives: one plan at $299/month, with mandatory paid implementation services on top and $39/month for each user beyond the first two. Keap does not publish how many contacts the base price includes, so you have to talk to sales to price it. Complex platform with a significant learning curve. No client-facing mobile app and no native video calling: the mobile app is for the business owner, and the phone line is voice and SMS only.

⸻

Is it worth it?

Keap suits coaches ready to invest in serious business automation and client management. The CRM and automation are genuinely strong, and the single-plan model means no feature gating. But $299/month plus required implementation is a heavy commitment for a solo coach, and Keap is a CRM rather than a coaching platform: no courses, no community, no client app. Best for coaches with a sales team and complex pipelines who will use the automation properly.

Worth knowing: Keap was acquired by Thryv in late 2024, and the consolidation is now visible in the product. The help centre redirects to Thryv, the developer platform has folded into the Thryv API, and Keap’s own changelog has not been updated since January 2026.

⸻