---
title: Keap Reviews
meta_title: 'Keap Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 29 reviews by the users' company size, role or industry to
  find out how Keap works for a business like yours.
aggregate_rating:
  rating_value: 3.9
  review_count: 29
  scale: '5'
date_modified: '2026-06-17'
parent_category:
  name: Sales Tools
  url: https://www.g2.com/categories/sales-tools
---

# Keap Reviews
**Vendor:** Thryv  
**Category:** [CRM Software](https://www.g2.com/categories/crm)  
**Average Rating:** 3.9/5.0  
**Total Reviews:** 29
## About Keap
Keap is a small business CRM and automation platform designed to grow your profitable business. With Keap, you&#39;ll easily capture, organize, track, and nurture all of your leads to increase sales and revenue. The Keap CRM has everything you need to automate your business: lead capture and management, sales automation, marketing automation, email automation and text marketing.



## Keap Pros & Cons
**What users like:**

- Users appreciate the **powerful automation** of Keap, streamlining tasks and enhancing campaign management effortlessly. (8 reviews)
- Users value Keap&#39;s **advanced automation features** for enhancing efficiency in marketing and client management. (8 reviews)
- Users appreciate the **ease of use** of Keap, finding it intuitive and straightforward for managing tasks and campaigns. (7 reviews)
- Users value Keap for its **automation efficiency** , streamlining tasks and campaigns within a unified platform. (5 reviews)
- Users appreciate the **advanced automation features** of Keap, enabling efficient management and streamlined marketing processes. (5 reviews)
- Client Relationship Management (5 reviews)
- Email Marketing (5 reviews)
- Customer Support (4 reviews)
- Lead Management (4 reviews)
- Campaign Management (3 reviews)

**What users dislike:**

- Users find Keap&#39;s **complexity** challenging, especially for small businesses, making it hard to utilize its full potential. (3 reviews)
- Users find Keap to be **quite expensive** , leading some to switch to more affordable alternatives. (3 reviews)
- Users feel the **lack of flexibility** in Keap hinders customization and complicates invoice management, prompting some to seek alternatives. (3 reviews)
- Users find the **learning curve steep** , requiring significant effort to fully utilize Keap&#39;s robust features. (3 reviews)
- Users find **invoicing limitations** in Keap hinder flexibility, especially for small businesses and hourly billing needs. (3 reviews)
- Users find **limited customization** in Keap, requiring extra effort and resources for optimal functionality and flexibility. (3 reviews)
- Users find the **limited features** of Keap restrict customization, making it challenging to maximize its potential without extra effort. (3 reviews)
- High Complexity (2 reviews)
- Learning Difficulty (2 reviews)
- Overwhelming Experience (2 reviews)

## Keap Reviews
  ### 1. Keap Streamlines Workflows with Powerful Automation and Clear Visibility

**Rating:** 4.5/5.0 stars

**Reviewed by:** VINAY P. | Senior Project Engineer, Design, Enterprise (> 1000 emp.)

**Reviewed Date:** June 06, 2026

**What do you like best about Keap?**

What I like best about Keap is how it combines contact management, sales tracking, and automation tools in a single platform. In my work, managing stakeholder communications, follow-up activities, and project-related discussions across multiple systems can be time-consuming. Keap helps centralize this information, making it easier to track interactions and maintain visibility into ongoing activities.

The automation capabilities have provided the most value because they reduce repetitive administrative work. For example, follow-up reminders and activity tracking help ensure that important actions are not missed, which improves consistency when managing customer and stakeholder communications. I also appreciate the reporting and dashboard features, which provide a clear view of ongoing activities and help identify priorities without manually compiling information.

An unexpected benefit has been improved organization of communication history, making it easier to review previous discussions before meetings or project reviews. The interface is intuitive, onboarding is straightforward, and the platform performs reliably for day-to-day customer management tasks. Overall, Keap helps streamline workflows, reduces manual effort, and provides better visibility into customer relationships and business activities.

**What do you dislike about Keap?**

One area where Keap could be improved is the level of customization available in certain reports and dashboards. While the standard reporting tools are useful for monitoring activities and customer engagement, creating highly specific views for different teams or business requirements can sometimes require additional effort.

**What problems is Keap solving and how is that benefiting you?**

Before using Keap, customer information, follow-up activities, meeting notes, and communication records were often managed across emails, spreadsheets, and separate applications. This made it difficult to maintain a complete view of ongoing interactions and increased the time required to track customer requirements and pending actions.

Keap helps solve this by centralizing contact management, communication history, task tracking, and workflow automation within a single platform. In my work, it allows customer interactions, project-related discussions, and follow-up activities to be organized and easily accessible, reducing the need to search through multiple systems.

As a result, follow-up processes are more consistent, customer information is easier to retrieve, and important actions are less likely to be overlooked. The automation features have also reduced repetitive administrative tasks, helping save time each week and improving overall productivity. The platform provides better visibility into ongoing activities, allowing greater focus on project execution, stakeholder communication, and customer relationship management rather than manually maintaining records across different tools.

  ### 2. Seamless Business Automation and CRM Efficiency

**Rating:** 4.5/5.0 stars

**Reviewed by:** SHEMEKA J. | Consultant, Health, Wellness and Fitness, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 28, 2026

**What do you like best about Keap?**

I appreciate how Keap allows me to convert manual tasks into automated processes for my business operations. It's great to know that communications with other businesses or vendors, especially marketing efforts, are taken care of without needing my constant presence. I also like that Keap makes it seamless and easy to follow up with leads and provide them with necessary communication about next steps. The CRM aspect of Keap is valuable as it includes options for bookings, which create an easier process for customers to move from pre-booking through to getting follow-ups effortlessly. This booking feature makes things seamless by automatically adding appointments to calendar invites and including reminders, which is very helpful when handling multiple inquiries. Overall, Keap makes it very easy to get started and has been a positive experience so far.

**What do you dislike about Keap?**

Nothing at this time.

**What problems is Keap solving and how is that benefiting you?**

I use Keap to automate business operations, manage communications without my presence, and streamline follow-ups with leads. The CRM and booking options make it easier for customers to move through the process seamlessly.

  ### 3. Powerful Automation with Ease, but Pricey

**Rating:** 4.5/5.0 stars

**Reviewed by:** karan k. | Technical Support Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** April 30, 2026

**What do you like best about Keap?**

I find the automation of workflow and email marketing tools in Keap very powerful, which is the best setup for my needs. These tools really help me handle higher volumes without increasing manpower. The email tool is useful for bulk communication, allowing me to send updates, maintenance alerts, and onboarding sequences to multiple clients at once. This ensures consistent messaging and reduces repetitive work, saving me a lot of time and reducing human error. It lets me focus more on complex or hybrid issues instead of getting bogged down in routine tasks.

**What do you dislike about Keap?**

Pricing is on the higher side and advanced concern can be a bit limited.

**What problems is Keap solving and how is that benefiting you?**

Keap reduces manual work through automation, ensuring consistent communication with leads and customers. It handles higher volumes without extra manpower, provides bulk communication tools for updates and alerts, and saves time by reducing errors, allowing focus on complex tasks.

  ### 4. Easy to Use with Great Automations

**Rating:** 5.0/5.0 stars

**Reviewed by:** Chris  W. | Sales Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 28, 2026

**What do you like best about Keap?**

I find the system easy to use and the automations are great.

**What do you dislike about Keap?**

The automation builder does crash sometimes whilst using it. Which is time consuming. I have questioned this but not heard anything back on it. Integrations are fine but could be better. Considering the system crashes while using the automation builder the price could be better.

**What problems is Keap solving and how is that benefiting you?**

Kepa is great in helping us reach Leads fats and making a quicker impact in order to convert into sales. The support team can be helpful with most issues that arise in building automations which is extremely helpful.

  ### 5. Efficient Client Management with Minor Learning Curve

**Rating:** 5.0/5.0 stars

**Reviewed by:** Aditya  P. | Data Analyst, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 21, 2026

**What do you like best about Keap?**

I use Keap to manage clients and really appreciate how it helps me save time by automating repetitive tasks. I like how easy it makes automation and client management without feeling complicated. Also, I love using it alongside other tools like email marketing, payment, and scheduling to keep everything connected.

**What do you dislike about Keap?**

It can feel overwhelming at first and some features take time to fully learn. I would love to see some more beginner friendly tutorials and simpler onboarding so a new user can learn it faster.

**What problems is Keap solving and how is that benefiting you?**

I use Keap to manage clients, automate follow-ups, and organize my pipeline, saving time by automating repetitive tasks and keeping all client details in one place.

  ### 6. Comprehensive CRM with Intuitive Features

**Rating:** 5.0/5.0 stars

**Reviewed by:** Victoria F. | Ventas, Mid-Market (51-1000 emp.)

**Reviewed Date:** January 29, 2026

**What do you like best about Keap?**

I really like that Keap has a very simple, direct platform. It's intuitive, so even someone with no experience can learn how to use it and embrace every skill and feature it has. It also helps us map the client journey perfectly, giving insights into where people are coming from and if they are engaged. This helps maintain a healthy list and be seen favorably by email providers. I think that's a great feature Keap offers.

**What do you dislike about Keap?**

I don't think that there are things that don't work well. Maybe, yes, it depends if you don't have a kind of a huge list. It could be overcomplicated in a sense that you need to have a really big or at least a considerable amount of contacts to be able to really leverage all the advantages it has. So maybe if you're a really small company or you're an entrepreneur, maybe this is not a CRM for you.

**What problems is Keap solving and how is that benefiting you?**

Keap helps manage refund claims by showing email activity, ensuring customers received access. It's simple and intuitive, even for novices, and offers insights into client journeys, email engagement, and maintaining a healthy contact list.

  ### 7. It is a strategic tool for the growth of my business.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 07, 2026

**What do you like best about Keap?**

It helps me to multiply my time with automations and with all the functions it has to connect with each other. This means I don't have to resort to other tools for my daily work. The support is excellent, the tool is excellent, I really like the user experience.

**What do you dislike about Keap?**

The support is excellent 24/7, the automation workflows are easy to implement, the user experience is spectacular. It would be great if it could be in Spanish to share it with the Latin community and also connect with WhatsApp to make it more powerful.

**What problems is Keap solving and how is that benefiting you?**

Keap helps me have multiple automations at once for each avatar of my company, the ease of replicating the automations helps me have better control over the profiles I want to obtain. The ease of creating landing pages and segmenting target groups is key to knowing how to speak to each segment. Additionally, it has AI functions that facilitate the construction of messages and automations.

  ### 8. Streamlined Sales with Powerful Automation

**Rating:** 4.5/5.0 stars

**Reviewed by:** Hiren P. | Product Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 15, 2026

**What do you like best about Keap?**

I like Keap's lifecycle automation as it effectively manages everything from collecting leads to nurturing, closing, and converting them into champion users. I find Keap simple to use and feature-rich compared to Zoho, which felt outdated and required too much lengthy work. The initial setup of Keap was smooth, and I appreciate their support team, who was quick to help and solve my queries.

**What do you dislike about Keap?**

nothing

**What problems is Keap solving and how is that benefiting you?**

I use Keap for managing contacts, cold outreach, lead management, and newsletters, consolidating marketing and sales in one place with automation for lead management and nurturing to closing.

  ### 9. Intuitive All-in-One Tool with Outstanding Support, but Needs Better Quote Flexibility

**Rating:** 5.0/5.0 stars

**Reviewed by:** Randall U. | Vice President, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 14, 2025

**What do you like best about Keap?**

It's intuitive to use. It's an all-in-one package. The support team is by far the most excellent in the industry, compared to Salesforce, Hubspot, All-in-One Marketing (Go-High), Pardot. The KEAP support team sets the apart as a product their people understand. If they don't understand something, they don't leave you hanging and get someone who does address the issue.

**What do you dislike about Keap?**

The only issue I've had with KEAP is the quote and invoice form flexibility.

**What problems is Keap solving and how is that benefiting you?**

The problem KEAP is solving is not having silo's of information. It's easy to onboard someone, start use immediately, get support quickly if needed. It's the most powerful CRM in a complete package, for the cost. Since we are a non-profit organization, overall cost and feature benefit of KEAP is a great fit.

**Official Response from Alex At Keap:**

> Thank you for such an incredible review. We’re thrilled to hear that you find Keap intuitive and that our support team has made such a positive impression. We take great pride in making sure our customers feel supported every step of the way. Your feedback about quote and invoice flexibility is appreciated and helps us continue improving. It’s wonderful to know Keap has been a great fit for your organization and helps keep everything connected in one place.

  ### 10. Easy-to-Use Email Editor with Great for Small teams and or one person departments

**Rating:** 4.5/5.0 stars

**Reviewed by:** Craig Paul T. | Marketing Designer, Business Supplies and Equipment, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 19, 2026

**What do you like best about Keap?**

Its ease of use, drag and drop email editor, the agging system, the dashboard where i can get counts of automated campaigns

**What do you dislike about Keap?**

It often refreshes on itself, the search function is also not the best

**What problems is Keap solving and how is that benefiting you?**

It works as out marketing to for emails to move people through automated touchpoints throughout the year.

  ### 11. Reliable Marketing Automation, but Overwhelming Feature Set

**Rating:** 5.0/5.0 stars

**Reviewed by:** Ian B. | Founder, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 15, 2025

**What do you like best about Keap?**

Keap's marketing automation consistently provides reliable results.

**What do you dislike about Keap?**

This tool is capable of so many things that it can be difficult to make the most of all its features.

**What problems is Keap solving and how is that benefiting you?**

The main issue it addresses is automating follow-ups, which has been a significant help for me.

**Official Response from Alex At Keap:**

> Thank you for sharing your experience! We’re so glad to hear that Keap’s marketing automation has helped you reliably automate your follow-ups, that’s exactly what we aim for. We understand that the number of available features can feel overwhelming at first. If you ever want guidance on how to get the most from your setup, our team and in-app resources are always here to help. We appreciate your feedback and thank you for being part of the Keap community!

  ### 12. Easy Note Management, Highly Recommended

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Leisure, Travel & Tourism | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 10, 2025

**What do you like best about Keap?**

I appreciate how easy it was to set up Keap and how seamlessly it fits my needs. It's incredibly straightforward to keep my notes organized, which has been invaluable for both my personal and professional tasks. The ease of use allows me to find my notes quickly and stay on top of my training modules, which helped me pass exams for certifications with greater clarity.

**What do you dislike about Keap?**

I have no dislikes about Keap. It was easy to use and set up.

**What problems is Keap solving and how is that benefiting you?**

I use the product for easy note-taking and organizing, which helped me clear professional certification exams.

**Official Response from Alex At Keap:**

> Thank you so much for sharing your experience! We’re thrilled to hear that Keap has made it easy for you to stay organized and that it’s been such a helpful tool in supporting your professional growth, especially as you worked toward your certifications. We appreciate you taking the time to leave this thoughtful review and wish you continued success in all your goals!


## Keap Discussions
  - [What happens at an Infusionsoft User Group?](https://www.g2.com/discussions/user-groups) - 1 upvote
  - [Is my information safe?](https://www.g2.com/discussions/security-e9073f59-94fa-4bdc-9b19-2f80dd226aa0) - 1 upvote
  - [Is Infusionsoft Payments available in my country?](https://www.g2.com/discussions/availability) - 1 upvote
  - [Who is eligible to sign up for Infusionsoft Payments?](https://www.g2.com/discussions/eligibility) - 1 upvote
  - [How do I sign up for Infusionsoft Payments?](https://www.g2.com/discussions/payment-signup) - 1 upvote

- [View Keap pricing details and edition comparison](https://www.g2.com/products/thryv-keap/reviews?filters%5Bnps_score%5D%5B%5D=5&open_modal_url=%2Fit%2Fproducts%2Fthryv-keap%2Fwishlists%3Fhost_path%3D%252Fproducts%252Fthryv-keap%252Freviews%253Ffilters%25255Bnps_score%25255D%25255B%25255D%253D5%26source%3Dsticky_header_pin&section=pricing&secure%5Bexpires_at%5D=2026-06-18+16%3A27%3A40+-0500&secure%5Bsession_id%5D=0b704c32-c5b5-40bd-acda-3902132f2649&secure%5Btoken%5D=f996628f8adc58119ca8eb7c41ab32d747bf8ee41e2f8b375d25d5265ee7635e&format=llm_user)
## Keap Integrations
  - [AppointmentCore](https://www.g2.com/products/appointmentcore/reviews)
  - [Calendly](https://www.g2.com/products/calendly/reviews)
  - [Google Workspace](https://www.g2.com/products/google-workspace/reviews)
  - [Shopify](https://www.g2.com/products/shopify/reviews)
  - [Zapier](https://www.g2.com/products/zapier/reviews)
  - [Zoom Workplace](https://www.g2.com/products/zoom-workplace/reviews)

## Keap Features
**Sales Force Automation**
- Contact & Account Management
- Opportunity & Pipeline Mgmt.
- Task / Activity Management
- Desktop Integration
- Product & Price List Management
- Quote & Order Management
- Customer Contract Management

**Email Marketing**
- Building and Personalizing Emails
- Sending Outbound Emails
- Manage Email Deliverability
- Automated Email Responses

**Marketing Automation**
- Email Marketing
- Campaign Management
- Lead Management
- Marketing ROI Analytics

**Online Marketing**
- Landing Pages and Forms
- Dynamic Content
- A/B Testing
- Mobile Optimized
- Search Tracking and Optimization

**Lead Generation**
- Lead Builder
- CRM Integration
- Marketing Automation Integration
- Social Media Integration
- Data Import & Export Tools

**Templates**
- Text and Themes
- Stock Images
- Proofing
- Mobile Responsive

**Customer Requirements**
- Quoting
- Configuration
- Pricing

**Text Messaging**
- Bulk SMS
- Two-Way Text Messaging
- Text Scheduler
- Automatic Replies
- Automatic URL Shortening
- MMS Marketing
- Personalization
- Transactional SMS

**Invoice Generation**
- Templates
- Digital Invoices
- Recurring Invoices

**Page Customization**
- Drag and Drop
- Templates
- Advanced Customization
- Content Library

**Lead Monitoring**
- Features
- Performance
- Identification

**Agentic AI - Lead Scoring**
- Autonomous Task Execution
- Cross-system Integration
- Adaptive Learning
- Decision Making

**Agentic AI - Lead Capture**
- Cross-system Integration
- Proactive Assistance

**Agentic AI - Email Tracking**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Agentic AI - Sales Analytics**
- Autonomous Task Execution
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance

**Agentic AI - Accounting & Finance**
- Autonomous Task Execution

**Relationship Management - Insurance CRM**
- Renewal Management
- Client Communication Tools
- Lead Tracking
- Contact Management
- Winbacks
- Communication History
- Activity Management
- Reputation Management

**Customer Support**
- Case Management
- Customer Support Portal
- Knowledge Base
- Call Center Features
- Support Analytics

**Lead Management**
- Marketing Lead Database
- Data Quality Management
- Segmentation
- Lead Scoring and Grading
- Lead Nurturing
- Online Behavior Tracking
- Automated Alerts and Tasks
- CRM Lead Integration

**Data Sourcing**
- Data Sourcing
- Exporting & Sharing Data
- Multi-Device Data Visualization
- Interactive Dashboards
- Data Segmentation

**Attribution**
- Lead Opportunity
- Lead Assignment
- Pipeline Acceleration

**Analytics**
- Open Rates
- Link Activity
- Attachment Activity

**Edit**
- Pre-Made
- Build
- HTML

**Contracts**
- Creation
- Negotiation
- Execution

**Invoice Processing**
- Approvals
- Batch Processing
- Consolidation
- Match Invoices

**Page Optimization**
- A/B Testing
- Mobile Responsive
- Web Analytics
- SEO

**Data Capture**
- Mobile
- Websites
- Social Media
- Data

**Follow up Automation - Insurance CRM**
- Automated Follow-Ups
- Marketing Campaigns

**Reporting & Analytics**
- Reporting
- Dashboards
- Forecasting

**Campaign Management**
- Program Management
- Event / Webinar Marketing
- Calendaring
- Budgeting

**Predictive Analytics**
- Lead Scoring
- Opportunity Scoring
- Risk Analysis
- Live Forecasting

**Discovery**
- Lead Management
- Scoring/Ranking
- Lead Context

**Customizations**
- Email Platform Integration
- Email Scheduling
- Notifications
- Email Categorization
- Templates

**Logistics**
- Analytics
- Issues
- Integrations
- Shareable Link

**Revenue**
- Invoicing
- Matching
- Recognition

**Analytics**
- Due Dates
- Cashflow
- KPIs
- Payment Tracking

**Integrations**
- E-Commerce Integration
- Email Marketing Integration
- Domain Integration

**Analytics**
- Export/Import
- Reporting

**Generative AI**
- AI Text Generation

**Document Management - Insurance CRM**
- Documentation handling

**Mobile & Social**
- Social Collaboration Features
- Social Network Integration
- Mobile User Support

**Social**
- Social Listening
- Social Sharing
- Social Campaigns
- Social Media Engagement
- Social Media Advertising

**Sales Management**
- Live Pipeline Management
- Sales Gamification
- Account-Based Analytics
- Activity Tracking

**Management**
- Conversion Viability
- Workflow

**Integration**
- Accounting
- Payments
- ERP
- Account Sync

**SMS Platform**
- Reporting
- Automation
- White Label
- Text-to-Landline
- Short Codes
- API Integration

**Customization**
- Forms
- Personalization
- Templates
- Integration

**Generative AI**
- AI Text Generation
- AI Text Summarization

**Generative AI**
- AI Text Generation

**Integrations & Reports - Insurance CRM**
- Integrations
- Reporting & Analytics

**Platform**
- Customization
- Workflow Capability
- User, Role, and Access Management
- Internationalization
- Sandbox / Test Environments
- Document & Content Mgmt.
- Performance and Reliability
- Output Document Generation

**Reporting & Analytics**
- Basic Reporting
- Web Analytics
- ROI Analytics
- Revenue Analytics
- SEO / Keyword Analytics

**Platform**
- Data Synchronization
- Analysis

**Agentic AI - Landing Page Builders**
- Cross-system Integration

**Agentic AI - SMS Marketing**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Agentic AI - Email Template Builder**
- Autonomous Task Execution
- Cross-system Integration

**Agentic AI - Invoice Management**
- Cross-system Integration
- Adaptive Learning
- Proactive Assistance

**Integration**
- Data Import & Export Tools
- Integration APIs
- Breadth of Partner Applications

**Platform**
- Customization 
- Workflow Capability
- User, Role, and Access Management
- Internationalization
- Sandbox / Test Environments
- Performance and Reliability
- Output Document Generation

**Generative AI**
- AI Text Generation

**Agentic AI - Marketing Automation**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Proactive Assistance
- Decision Making

**Agentic AI - CRM**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Integration**
- Data Import & Export Tools
- Integration APIs
- Breadth of Partner Applications

## Top Keap Alternatives
  - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - 4.4/5.0 (14,167 reviews)
  - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) - 4.1/5.0 (2,825 reviews)
  - [LocaliQ](https://www.g2.com/products/localiq/reviews) - 4.5/5.0 (1,048 reviews)

