Keap: a CRM, email automation and invoicing for small businesses, in one subscription
Short version: Keap combines a CRM, a sales pipeline, email and text automation and invoicing for small businesses. First, a 14-day trial is reported, but it caps sending at 25 emails. New customers pay about $249 per month billed annually ($299 monthly) for two users and 1,500 contacts, plus a required onboarding fee.
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What does your first year cost with seats and onboarding?
This uses reported prices for the base platform and ignores contact-tier increases, so it is not a Keap quote.
Capture the lead, automate the follow-up, and send the invoice from one system
Because everything shares one contact record, a small team can run sales and marketing without moving data between tools.
A CRM with a sales pipeline
You track every contact and deal in one place, so nobody has to dig through inboxes to see where a lead stands.
Email and text automation
You build follow-up sequences that run on triggers, so new leads hear from you without manual work. Text usage is billed separately.
AI assistants for campaign setup
Keap describes AI helpers that draft messages and set up automations, which shortens the first build.
Invoices, quotes and payments
You can bill clients from the same record, so a won deal turns into an invoice without re-typing details.
Appointments and landing pages
Older plan descriptions list booking and landing pages. Therefore, check the current feature list for your use case.
Integrations and support
QuickBooks, Gmail and Outlook connections are reported. However, some reviews call the third-party options limited.
One platform price, then contacts, users and onboarding change the total
Keap reportedly replaced its Pro and Max tiers with a single plan for new customers in 2026. All prices are in USD and reported as of mid-2026. However, older articles still show the old tiers, so confirm the current amounts on the official pricing page.
Free trial
You can explore the CRM and builders, but you cannot take payments or send texts.
Start the trialKeap, billed annually
It saves about 17%, so it suits owners who are ready to commit for a year.
See annualKeap, billed monthly
It costs more each month, but it avoids a twelve-month commitment.
See monthlyExtras
Extra users, bigger contact tiers and text usage raise the bill, so total them first.
Ask about extras| Cost item | Reported detail |
|---|---|
| Base platform | $249 a month billed annually, or $299 monthly |
| Included | 2 users and 1,500 contacts |
| Extra users | About $39 per user per month |
| Onboarding | Required one-time fee, reported from $500 (some older sources say $999) |
| Larger contact lists | Price rises in tiers, so check Keap’s contact slider |
| Old Pro, Max and Ultimate plans | Reported only for existing subscribers |
Older articles show Pro at $129 to $159 and Max at $199 to $229, so they describe plans new customers can no longer buy. Also, a competing vendor reports the new entry price as steep for small teams, so compare total tool cost before you decide.
Three small businesses that suit a flat all-in-one platform
An all-in-one makes the most sense when it replaces several tools you already pay for.
Service businesses that book clients
Leads, follow-ups and invoices stay in one record. As a result, the owner spends less time chasing paperwork.
Coaches and consultants
They sell packages and need nurture emails, so automation and invoicing cover most of the workflow.
Owners replacing several tools
If you pay for a CRM, an email tool and an invoicing app separately, one subscription can simplify billing.
Where it shines
- One contact record connects sales, email and invoices.
- Automation also saves repeat follow-up work.
- The price is flat per plan, so features are not locked by tier.
- Support and onboarding help non-technical owners.
Worth checking first
- The entry price is high, so compare with simpler CRMs.
- Onboarding is required, however, and adds to year one.
- Extra users and contacts raise the bill, because both scale.
- The trial caps sending, so you cannot test live campaigns.
Onboarding, contacts and legacy-plan questions to settle first
Short answers to what people ask most.
Getting started
What is Keap?
Keap is an all-in-one platform for small businesses. It combines a CRM, a sales pipeline, email and text automation, and invoicing. In addition, it describes AI assistants that help set up campaigns.
Is there a free trial or free plan?
A 14-day free trial is reported, with no card required. However, sending is reported to be capped at 25 emails, and payments and texts are not available. Therefore, use the trial to explore the tools, not to run live campaigns. No permanent free plan is offered.
Who is Keap best for?
It suits small service businesses, coaches and consultants who want sales, marketing and invoicing in one place. However, teams that only need a simple contact list may find it costly. Therefore, compare the total cost of the tools you would replace.
Pricing and onboarding
How much does Keap cost?
New customers are reported to pay $299 a month, or $249 a month billed annually ($2,988 a year), for two users and 1,500 contacts. Older articles show Pro at $129 to $159 and Max at $199 to $229, so they describe retired plans. Confirm the current amount on the official pricing page.
Is onboarding mandatory?
A one-time onboarding fee is reported as required, from $500, while some older sources say $999. Therefore, add it to your year-one cost. In addition, ask what the onboarding includes.
What do extra users and contacts cost?
Extra users are reported at about $39 per month each. The monthly price also rises in tiers as your contact list grows. Therefore, check Keap’s contact slider with your real list size before you decide.
Is annual billing worth it?
Annual billing is reported to save about 17%, because $249 a month is lower than $299. However, it is a twelve-month commitment. Therefore, use the trial first.
Is text messaging included?
Text marketing is reported as a usage-based add-on, and older plans mention a short free period. However, rates can change. Therefore, ask for current text pricing if SMS matters to you.
Plans and comparisons
What happened to the Pro and Max plans?
Keap reportedly moved new customers to a single platform plan in 2026. Legacy Pro, Max and Ultimate plans remain for existing subscribers only. Therefore, new customers cannot choose the old tiers. Existing customers should check their own plan with Keap.
How does Keap compare on cost with simpler CRMs?
Keap costs more than many per-user CRMs, because it bundles marketing automation and invoicing. However, the comparison depends on how many tools it replaces. Therefore, add up your current tool costs first.
Does Keap connect to other tools?
Integrations with QuickBooks, Gmail and Outlook are reported. However, some reviews call the third-party options limited. Therefore, check that the tools you rely on are supported before you subscribe.
Run one automation end to end in your trial
First, start the 14-day trial. Then build a lead form and a short follow-up sequence, and check how well it fits before you pay for onboarding.
Start the 14-day trial