reviews is our new blog where we provide the facts about different project management tools – no BS required. Read on for our analysis and opinions on the many tools out there. Enjoy! 😊

There are a few things businesses need to thrive and survive.

At the top of our list are customers, great service, team management, and coffee.

While it won’t bring you a cup of hot, liquid elixir, intelligent software can support you with everything else.

CRM (customer relationship management) software can help you manage customers, and communicate efficiently. The right CRM solution will support your sales force, with tools for scheduling and managing your marketing campaigns.

There are a bunch of CRMs to choose from. Trying to research them all in one hit would take time, and this is something any multi-tasking entrepreneur doesn’t have.

So, we’ll make it easy and start with Keap.

Keap is sales and automation software for lead capture, e-commerce, and marketing. We’ll show you what it’s made of, and give you a breakdown of the Keap pricing structure.

Then, we’ll show you another way, by taking you through

What is Keap used for?

The Keap platform is for the small business owner. Customer leads, sales, and marketing strategies are jammed into one app, removing the need for multiple programs.

Automation is one of the key features of this product. Sending targeted emails can be automatic, triggered by website actions. Users can also meet a customized landing page when they click a link via social media.

A few of the basic features you can expect from Keap are:

  • CRM
  • Mobile app
  • Reminders
  • Sales automation

These are all standard features, and while Keap is quite simple to use, it does come with some limitations.

As a solution with a small business niche, there isn’t much room to grow. is a flexible, powerful Work OS that can take you from startup to enterprise. It is the only CRM you will ever need. But, before we dig deeper, we’ll continue what we started.

What type of pricing plans does Keap offer?

The Keap pricing scale starts with 3 base plans. There’s Grow, Pro, and Infusionsoft, each available on a monthly subscription.

Need help? It doesn’t come free.

You’ll pay more for an expert coaching package.

It’s also worth flagging — if you need additional contacts it will increase the monthly price of your Keap plan.

1. Keap Grow

The Keap Grow plan pricing starts at $79 per month. There’s an optional expert coaching package available, with a price tag of $99.

What do you get with the Keap Grow plan?

Grow includes 500 contacts and 1 single user. This is for startups that are looking for a basic customer relationship management tool.

Let’s take a look at the key features of the Keap Grow plan:

  • CRM
  • Email targeting
  • Appointments
  • Quotes and invoices
  • Text messaging

2.  Keap Pro

The Keap Pro plan starts at $149 per month. There’s an optional expert coaching package available, with a price tag of $499.

What do you get with the Keap Pro plan?

Pro includes 500 contacts and 1 user. This is for slightly larger teams and service-based businesses. You get everything that comes with Grow, plus a few extras.

Key features of the Keap Pro plan include:

  • Recurring payments
  • Smart forms
  • Reporting
  • Landing page builder
  • Advanced automation

3. Infusionsoft

Infusionsoft pricing starts at $199 per month. There’s an optional expert coaching package available, with a price tag of $999.

What do you get with Keap’s Infusionsoft plan?

Infusionsoft includes 500 contacts and 1 user. This is a separate offering, for businesses looking for a customizable CRM.

The Keap Infusionsoft plan includes:

  • CRM
  • Sales and marketing automation
  • Campaign builder
  • Landing pages and emails
  • Analytics

What is the difference between Keap and Infusionsoft?

Once upon a time before Keap existed, there was a CRM called Infusionsoft. The company has had a name change, but kept the original product name as a title for their premium offering.

Keap Grow and Pro are bite-sized, buildable options aimed at small businesses.

Is Keap right for you?

We know Keap has a focus on customers, leads, and sales. We also know it’s for businesses with a small sales force and an online presence.

On the other hand, is suitable for everyone. From your freelancer to your mega enterprise, it has the flexibility to grow as you do.

monday product overview and work examples

Get started with

Can we talk about now?

We’ve been chatting about CRM software, and can help you manage sales pipelines, onboard customers, and automate repetitive tasks.

But, is much more than a CRM. It’s a Work OS and a visual management solution that can integrate with communication apps like Zoom, email, and Slack for ultimate collaboration.

Over 100,000 teams already use, to streamline their processes and gain valuable insights into their business.

When you choose, you have more options. You can customize the software and switch between views to suit your unique requirements. Or, use one of the 200+ templates to manage and prioritize customers, optimize workflows, and automate reminders.

Everything is in one place, synched via the cloud between team members on any device.

Check out these features:

  • Reporting and analytics
  • Time tracking
  • Integrations
  • ioS and Android apps

Why does stand out? is a fierce competitor in the CRM market. It also rocks as a project management solution, calendar, contact list, and team portal. It’s more than just a CRM, it’s a fully optimized Work OS.

Users get 24/7 customer support and access to tutorials and guides. Add integrations and build on existing templates for a user-friendly experience.

Don’t believe us? Have a look at this clever sales CRM template.

monday sales crm template example

You may also like:

How does pricing work?

We told you about Keap pricing, but how does compare?

There are 4 packages, and the price varies depending on the size of your team and your preferred inclusions. For more concrete pricing information, check out our pricing page, but here’s a quick overview:

1. Basic plan

This is for new businesses and small teams who are looking for a central Work OS.

The Basic plan comes with:

  • Unlimited boards
  • ioS and Android apps
  • 20+ column types
  • Data-driven insights

2. Standard plan

This is the most popular plan. It’s ideal for remote teams who want to collaborate without any hiccups.

The Standard plan comes with everything you get in the Basic plan, plus:

  • Timeline, calendar, and Gantt views
  • Dashboard with up to 5 boards
  • Guest access
  • 250 integration actions per month

3. Pro Plan

This is for larger teams with complex needs. It comes with more integrations and automations.

The Pro plan comes with everything you get in the Standard plan, plus:

  • Private boards
  • Time tracking
  • Formula tools
  • Chart view

4. Enterprise Plan

This is the biggest, most customizable package. It was designed for large enterprise level companies.

The Enterprise plan comes with everything you get in the Pro plan, plus:

  • Customized onboarding
  • Advanced analytics
  • Dashboard with up to 50 boards
  • Top tier security

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Now go, be productive

It’s time for us to wrap this baby up. We’ve gone through the Keap platform and explained how the pricing tiers work.

It’s a CRM, and it may have piqued your interest if you’re looking for a marketing automation platform.

But then, we took you down the road.

It’s a customizable Work OS that can fulfill your CRM needs, plus project management, budgeting, and reporting. It’s for teams of all sizes, and all business types.

You don’t need 10 different apps to streamline your processes. You only need

Off you go. Try with a free 14-day trial.

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