Keap

Keap is the Swiss Army knife of small business platforms—it does CRM, email marketing, automation, appointment scheduling, payment processing, and invoicing in one package. For service-based businesses that currently juggle separate tools for each of these functions, consolidating into Keap can simplify operations significantly. The automation builder is Keap's crown jewel, allowing visual workflow creation that triggers actions based on customer behavior, form submissions, purchases, and appointment bookings. After building several automation sequences, the power is genuinely impressive. Automated follow-ups after appointments, payment reminders, nurture sequences for new leads, and re-engagement campaigns for dormant clients all work reliably and save hours of manual work weekly. The built-in payment processing and invoicing is a major convenience—clients can pay directly from emails, and recurring billing handles subscription revenue without separate payment tools. However, Keap's pricing is a significant barrier. Starting at $249/month for 2 users and 1,500 contacts, it is one of the most expensive platforms in its category. ActiveCampaign, HubSpot Starter, and even Mailchimp offer comparable features at a fraction of the cost. The interface has improved significantly from the Infusionsoft days and continues to evolve, though the sheer breadth of features means it takes time to learn the full capabilities. Getting maximum value from Keap's automation requires an initial investment in setup, and most users spend a few weeks configuring their core workflows. Keap's onboarding support helps accelerate this process and ensures you build automation sequences that genuinely drive results. We recommend Keap for established service businesses, coaches, and consultants generating $200K+ annual revenue who want a single platform for client management, marketing, scheduling, and payments. The all-in-one approach eliminates integration headaches and provides a unified view of each customer's journey. For businesses under this revenue threshold or those comfortable managing multiple specialized tools, the price is hard to justify against more affordable alternatives.