Keap fits a service business that wants contacts, follow-up, appointments, invoices, payments, and text messaging in one system. The tradeoff is cost: the platform starts at $320 per month, requires implementation, and adds contact, user, SMS, and payment charges that you need to price before accepting an offer. Prices checked November 10, 2026.
Use the free trial to map one real workflow, but treat it as a limited test. It allows up to 25 emails, cannot process payments, and cannot send or receive texts. Before paying, count your contacts, list the users who need access, and ask for the complete written price and terms.
Key takeaways
- Keap suits a service business that can justify an all-in-one CRM and automation platform.
- The pricing page showed $320 monthly or $3,195 for an annual term on November 10, 2026.
- Contact tiers, implementation, SMS use, extra users, and payment processing can raise the total.
- Keap captures and manages leads, but it does not generate leads by itself.
- Confirm the contact allowance, renewal amount, cancellation deadline, and guarantee exclusions in writing.
What Keap does for a service business
If you are trying to replace several small tools, start by listing the work you want one system to handle. Keap combines customer records, marketing automation, sales pipeline management, appointments, quotes, invoices, payment collection, and SMS in one cloud platform.
A contact record can include phone numbers, email addresses, meeting histories, payments, invoices, conversations, emails, and notes. You can organize contacts with tags, lists, filters, custom fields, tasks, lead scoring, and automation history. In practical terms, that gives a service business one place to see what a prospect asked for, what happened next, and whether payment is still due.
Keap also documents landing pages, multi-page funnels, forms, newsletters, broadcast email, one-to-one email synchronized with Gmail or Outlook, and automated email based on contact activity. Its campaign tools can support lead nurture, consultation requests, appointment follow-up, billing messages, review requests, and referral requests.
For sales and service work, it adds visual pipelines, appointment links synchronized with Gmail or Outlook calendars, quotes, one-time and recurring invoices, checkout forms, order bumps, promo codes, and billing reminders. API access, webhooks, Zapier integration, reporting, and a mobile app extend the system to other parts of your business.
Keap does not generate leads by itself. It captures and manages leads that arrive through forms, landing pages, integrations, advertising, referrals, or another channel. If your main problem is finding new prospects, you still need a lead source and a plan for bringing those prospects into Keap.
How CRM, follow-up and automation workflows fit together
If a new inquiry currently moves between an inbox, calendar, spreadsheet, invoice tool, and texting app, Keap is designed to connect those steps. You can create a contact from a form, apply a tag, place the person in a pipeline, send follow-up email, provide an appointment link, and trigger later actions based on what the person does.
The practical benefit is consistency. A consultation request can start a sequence that sends an acknowledgment, provides a booking link, sends appointment information, and creates follow-up tasks. A quote or invoice can then be connected to the same contact record. After payment, a different sequence can request a review or referral.
Keap also documents AI-assisted email and campaign creation. These tools can reduce repetitive writing, but you still supply the business rules, messages, timing, and conditions that match your service.
SMS has more conditions. Keap documents one-to-one messages, broadcasts, automated text messaging, individual replies, and a dedicated business phone line. Automated texts and broadcasts are available in the United States. One-to-one text and the dedicated line are available in the United States and Canada. Ask Keap which SMS tier applies to your account and what happens when usage exceeds the included allowance.
Payments can connect the sales process to invoices and checkout forms, but they do not remove transaction fees. Paid appointments on Keap Max require full payment at booking. Deposits and partial payments are not supported for those appointments, and appointment refunds must be processed manually through the connected payment processor.
Before starting a trial, write down one complete workflow: lead capture, consultation booking, appointment follow-up, email, SMS, quote or invoice, payment, and post-sale request. The trial cannot process payments or send or receive texts, so those parts need written confirmation and later account testing.
What Keap costs and what it adds
If you are comparing Keap with a lighter CRM, compare the full commitment rather than the starting number alone. Keap's pricing page displayed one platform rather than separate feature-based plans on November 10, 2026.
The annual display deserves attention because the page shows $3,195 per year while also using a "billed monthly" label. Confirm the charge schedule on the order form before payment. Prices checked November 10, 2026. Also get the renewal amount and price-change notice terms in writing, because the public pricing display does not show a separate renewal figure.
The contact count may be the largest unknown for a growing service business. Enter your intended contact count in Keap's pricing calculator, or request an itemized written quote covering the contact tier, implementation, extra users, SMS, and payment-related charges. The Keap Pricing: Plans, Contact Limits and What You Pay as You Grow page is the next stop if the contact allowance decides your purchase.
Promotions may be available, but a temporary promotion is not the regular price. Keep any bonus time or promotional discount separate from the paid subscription term, and ask the order form to show the amount that applies after the promotion ends.
What users, contacts, SMS and payment fees add
If two people need access, the included user allowance may be enough. If sales, service, administration, and billing staff all need separate logins, extra users add to the monthly bill at $39 each.
Contact pricing also grows with the number of people stored in the system. That count may include prospects, active customers, past customers, and other records, depending on Keap's account rules. Count your intended contacts before requesting a quote and ask how archived, unsubscribed, duplicate, and company records affect billing.
SMS has both included allowances and overage charges. The tiers run from 500 messages and 100 voice minutes to 25,000 messages and 2,000 voice minutes, and usage above the allowance is billed separately. Automated texts and broadcasts are US-only, so a business serving Canada should confirm which one-to-one functions are available for its workflow.
Keap Pay card transactions carry a fee of 2.99% plus $0.30 per transaction. ACH is charged at 1% up to $10 plus $0.30 per transaction, with a standard ACH payout fee of $0.15 per batch. Refunds carry a $0.30 fee, chargebacks carry a $15 fee, and ACH returns carry a $15 fee. These charges sit outside the subscription price. Prices checked November 10, 2026.
Keap Pay terms last updated July 1, 2026 allow processing-fee increases with 30 days' notice. Confirm which payment processor you will use, the fee schedule, and the timing of payouts before moving payment collection into Keap.
What changed for Keap after Infusionsoft and Thryv
If you remember Infusionsoft or wonder about the Thryv name, separate the rebrand from the later ownership change. Keap says Infusionsoft became Keap in January 2019. The former Infusionsoft product became Keap Ultimate, while Keap Pro and Keap Max were introduced as newer editions.
Thryv announced an agreement to acquire Infusion Software, doing business as Keap, on October 29, 2024. Its SEC filing records that the acquisition closed on October 31, 2024, for approximately 77 million dollars in cash.
Keap remains the Keap product and brand, but Thryv owns it. In 2026, Thryv moved Keap users to unified Thryv authentication, and Thryv says the login change did not alter customer data, automations, or subscriptions. It does not mean that Keap and Thryv have identical products or pricing.
The acquisition announcement describes strategic alignment and combined SaaS growth. It does not promise that every future feature, price, support process, or product direction will stay the same, so review the current order form and terms for the subscription you are buying.
How the trial, cancellation and money-back terms work
If you want to test Keap before paying, use the free trial to check the workflow rather than treating it as a full payment and messaging test. The trial does not require a credit card, but it allows only 25 emails, requires DKIM configuration before trial email sending, cannot process payments, and cannot send or receive texts. Confirm the trial end date when opening the account.
The 90-day money-back guarantee is separate from the free trial and the subscription price. Keap advertises the 90-day period through its legal-resources material, so request the complete written guarantee terms, exclusions, and refund procedure before purchase. Do not assume that implementation, payment fees, or every account charge is covered.
Start a monthly cancellation at least 10 days before the next invoice date. Submit the cancellation form inside your account, then speak by phone with a Customer Success Manager or customer-service representative; the account is not cancelled until that call. Keap's billing FAQ says email cancellation requests are not accepted.
Annual subscribers may incur a $299 early-termination fee if they cancel before the one-year term ends. Confirm the contract term, cancellation deadline, annual fee, and charge schedule on the order form, and ask for the service-level terms, including support coverage and any account-specific commitments. Prices checked November 10, 2026.
Request the implementation fee, deliverables, migration work, training, and payment timing in writing. Keap describes implementation as including business mapping, automation setup, templates, data import, migration services, strategy calls, and third-party integration work. The scope can change the first payment materially.
Which businesses does Keap fit, and what are its limits?
If your business needs a contact database, automated follow-up, appointment booking, invoices, payments, and SMS in one workflow, Keap is a reasonable conditional pick. It makes more sense when replacing several paid tools saves enough staff time to justify the starting price and implementation.
A consultant, agency, home-service company, coach, or other appointment-led service business may benefit from connecting an inquiry to booking, follow-up, invoicing, payment, and a post-sale request. Keap's pipeline, forms, appointment links, automation, and payment tools support that type of process.
A lighter CRM may fit better when you mainly need contacts, notes, a simple sales pipeline, and occasional email. In that case, Keap's contact-based pricing, required implementation, SMS charges, and payment fees may add cost without solving a problem you have. The Keap vs HubSpot: Which CRM Fits a Small Service Business comparison is the next step if you are choosing between an all-in-one automation platform and a lighter CRM.
Keap is not a website host, so hosting limits such as disk space, bandwidth, hosting uptime guarantees, free domains, SSL, backups, and WordPress migration do not describe this product. If you are choosing hosting for the site itself, use a hosting comparison such as Best Web Hosting for Small Business: Plans That Fit and What They Cost.
The main limits are cost, setup requirements, contact-based billing, SMS restrictions, and cancellation terms. Keap also does not find leads for you.
What should you confirm before paying?
Before accepting an offer, write down the workflow you need Keap to automate and compare it with the account terms. Confirm the contact allowance, extra-contact cost, included users, extra-user cost, SMS allowance, overage rates, payment-processing fees, contract term, and annual cancellation fee.
Ask for an itemized written quote covering the intended contact count and implementation. The quote should state the implementation deliverables, migration and integration work, payment timing, and any separate charges. Request the complete written guarantee terms, including exclusions and the refund route.
Finally, get the renewal amount and price-change notice terms in writing, confirm the trial end date, and verify whether the annual display is charged upfront or billed monthly. If the total still fits after those answers, Keap is a sensible choice for a service business that wants one system for sales and follow-up. Try Keap's free trial.
Frequently asked questions
Use these answers to separate Keap's name history, ownership, trial rules, and pricing before making a decision.
What happened to Keap?
Thryv acquired Keap after announcing the agreement on October 29, 2024, and closing the transaction on October 31, 2024, for approximately 77 million dollars in cash. Keap remains the Keap product and brand, while Thryv owns the business.
Is Keap a CRM system?
Yes. Keap is a cloud CRM and business-automation platform with contact records, sales pipelines, marketing automation, appointments, quotes, invoices, payments, landing pages, email, and SMS. It is broader than a contact database because it connects customer records to sales and follow-up actions.
Is Keap now Thryv?
Keap is owned by Thryv, but Keap remains a separate product and brand. Thryv's 2026 login migration unified authentication and, according to Thryv, did not change customer data, automations, or subscriptions.
What did Keap used to be called?
Keap was formerly called Infusionsoft. Keap says the name changed in January 2019, and the former Infusionsoft product became Keap Ultimate.
Does Keap generate leads?
No. Keap captures and manages leads that arrive through forms, landing pages, integrations, advertising, referrals, or another channel. You still need a way to attract prospects.
Does Keap have a free plan?
Keap offers a free trial, not a permanently free plan in the stated pricing information. The trial requires no credit card, allows up to 25 emails, and excludes payment processing and text sending.
Can the Keap trial process payments?
No. The free trial cannot process payments and cannot send or receive texts. Use it to test contact records, forms, email setup, and automation logic, then confirm payment and SMS behavior before purchase.
How much does Keap cost per month?
The pricing page displayed $320 per month on November 10, 2026. It also displayed an annual term of $3,195, which works out to $266.25 per month, but the billing presentation needs confirmation on the order form. Prices checked November 10, 2026.
Does Keap charge for contacts?
Yes. Contact pricing is tiered according to the selected contact quantity. The exact allowance and extra-contact cost require the pricing calculator or a written quote.
Does Keap charge payment-processing fees?
Yes. Keap Pay charges 2.99% plus $0.30 per card transaction, while ACH is charged at 1% up to $10 plus $0.30 per transaction. Separate fees apply to ACH payouts, refunds, chargebacks, and ACH returns.
Can you cancel Keap by email?
No. Keap's billing information says cancellation must be started at least 10 days before the next invoice date and requires speaking with a Keap representative. Email cancellation requests are not accepted.
Does Keap offer a money-back guarantee?
Keap advertises a 90-day money-back guarantee. Request the complete written guarantee terms, exclusions, and refund procedure before paying, because the public summary does not state every condition.
Glossary
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