Sales and marketing automation platform with CRM, email marketing, and client management tools. Financial advisors can automate client follow-ups, create nurture campaigns, manage appointments, and track client interactions in a centralized system.
More about Keap (formerly Infusionsoft)
Platforms that enable targeted digital marketing campaigns, drip email programs, content distribution, and lead nurturing for prospective clients with compliance-approved materials.
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Lead Capture Forms Customizable web forms to capture lead information directly into the system. |
Keap Pro allows users to create customizable web forms for lead capture directly into the system per product documentation. | |
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Lead Scoring Assigns scores to leads based on engagement or quality criteria. |
Keap Pro highlights lead scoring among lead management features. | |
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Lead Segmentation Ability to group leads for targeted communications based on attributes and behaviors. |
Lead segmentation for targeted communications is enabled through Keap’s tagging and filtering system. | |
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Automated Lead Assignment Automatically routes leads to appropriate sales or advisory staff. |
Keap supports automated assignment of leads to users based on rules and workflows. | |
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Duplicate Detection Identifies and manages duplicate lead entries. |
Duplicate detection is a built-in part of Keap Pro’s lead management functions. | |
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Lead Enrichment Automatically adds supplemental data to lead profiles (e.g., financial background, demographics). |
Keap enriches lead/contact records by enabling data additions and integrations with forms and landing pages. | |
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Import/Export Leads Bulk import and export of lead data in various formats (CSV, Excel, etc). |
System supports bulk import/export of leads via CSV, Excel, and other file formats. | |
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Number of Leads Supported Maximum volume of leads the system can manage. |
No information available | |
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Real-Time Lead Notifications Instant alerts when new leads are captured. |
Keap Pro offers real-time notifications to users upon new lead capture/action. | |
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Lead Source Tracking Tracks where and how a lead originated. |
Lead source tracking is supported via forms and campaign tracking. | |
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Custom Lead Fields Ability to define custom data fields for unique attributes. |
Custom lead fields can be defined within Keap for unique attributes. |
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Multi-Channel Campaigns Support for email, SMS, social media, and other channels. |
Supports multichannel campaigns: email, SMS, and other integrations are available. | |
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Personalization/Tokenization Dynamic insertion of personal or firm-specific info into campaign content. |
Dynamic personalization of campaign content is enabled in Keap Pro. | |
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Template Library Ready-made templates for common campaign types. |
Rich library of campaign and email templates is part of Keap (per marketing materials). | |
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A/B Testing Ability to test multiple variations of campaign elements. |
A/B testing for campaigns and emails is included in Pro and above products. | |
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Campaign Scheduling Plan and schedule in advance when campaigns are delivered. |
Campaign scheduling features (timed send, scheduled campaigns) are documented. | |
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Drip Campaign Automation Automated delivery of campaign sequences based on time or user actions. |
Drip and nurture campaign automation are core Keap Pro functions. | |
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Event-Based Triggers Launch or alter campaigns based on client behaviors (e.g., website visit). |
Workflow automation can include event-based triggers (e.g. lead tag added). | |
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Contact List Management Organize and maintain campaign recipient lists. |
Keap Pro provides contact and list management for all campaign recipients. | |
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Campaign Performance Analytics Detailed reporting on campaign results and engagement. |
Campaign analytics and engagement reporting are featured in Keap dashboards. | |
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Unsubscribe/List Hygiene Tools Managing opt-outs and keeping the email list current. |
Unsubscribe tools and list hygiene automation are built into Keap Pro. | |
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Number of Concurrent Campaigns Maximum campaigns that can run simultaneously. |
No information available | |
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Approval Workflows Campaign content and flow requires approval from designated team members or compliance. |
Approval workflows for campaign content are possible via user access controls and process management. |
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Rich Email Editor Drag-and-drop or WYSIWYG editor for email creation. |
Rich email editor with drag-and-drop/WYSIWYG interface is available. | |
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Responsive Email Design Templates and previews optimized for mobile and desktop. |
Responsive templates and previews are standard features. | |
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Deliverability Tools Built-in checks to maximize inbox placement and sender reputation. |
Deliverability optimization tools are referenced in Keap Pro's email marketing documentation. | |
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Bounce Management Automatic handling of hard/soft bounces and removal from future sends. |
Bounce handling (including auto-removal) is part of email deliverability features. | |
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Open/Click Tracking Monitor who opens or clicks emails. |
Open/click tracking for emails is advertised as a key analytics feature. | |
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Email Throttling Controls volume/rate of outbound emails to avoid spam filters. |
Email throttling is included to ensure deliverability and avoid spam blocking. | |
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SPF/DKIM/DMARC Authentication Supports modern email authentication standards. |
SPF, DKIM, and DMARC authentication settings are available in Keap Pro. | |
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Dynamic Content Blocks Conditional display of email sections based on user data. |
Conditional/dynamic content blocks supported through personalization. | |
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Send Time Optimization Automatic selection of optimal send times for highest engagement. |
No information available | |
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Email Previews Preview how email appears across devices and clients. |
Email preview tools are built into the Keap email editor. |
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Workflow Builder Visual design tool to create and modify automations and sequences. |
Visual workflow builder shown and described in automation features. | |
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Conditional Logic Branch automations based on user actions, profile data, or events. |
Keap workflow automation supports conditional logic (branching). | |
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Task Assignment Automatically assigns follow-ups or next actions to team members. |
Automated task assignment to users is available. | |
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Internal Notifications Triggers for staff via email, SMS, or in-app alerts. |
Internal notifications (app, email, SMS) are part of workflow engine. | |
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External Triggers Initiate automations based on events in other apps (via integration). |
External triggers supported via integrations such as Zapier, API, and webhooks. | |
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Delay and Wait Steps Ability to specify time delays or wait for completion before advancing. |
Delays and wait steps can be inserted into automations. | |
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Re-usable Workflow Templates Pre-built automation flows for common use cases (e.g., onboarding). |
Template library includes re-usable workflow templates for onboarding, etc. | |
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Error Handling Options to manage failures in automations (e.g., fallback steps). |
Error branches/handling can be built into automations. | |
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Workflow Reporting Analytics to monitor and optimize automation effectiveness. |
Workflow reporting and analytics dashboards included. |
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CRM Integration Native or API connections to customer relationship management platforms. |
CRM integration is core: Keap is an all-in-one CRM, and also integrates with other CRMs via API/Zapier. | |
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Calendar Integration Integration with calendaring tools such as Outlook or Google Calendar. |
Calendar integrations with Google and Outlook available (scheduling, appointments). | |
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Custodian/Portfolio Platform Integration Direct connection to financial data or portfolio management systems. |
No information available | |
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Contact Synchronization Two-way sync with contact books or directories. |
Two-way contact synchronization via integrations is documented. | |
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API Availability Public or partner APIs to support customization and other integrations. |
APIs are available for developers (documented on Keap’s developer portal). | |
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Webhooks Real-time event-driven integrations with external systems. |
Webhooks supported for event-driven integrations. | |
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Zapier/Connector Support Works with integration platforms for non-technical automation. |
Zapier and other connectors are promoted as integrations for non-technical automation. | |
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Number of Supported Integrations Quantity of third-party tools with available native integrations. |
No information available |
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FINRA/SEC/GDPR Compliance Tools Support for major financial and privacy regulations (logging, archiving, disclosures). |
No information available | |
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Role-Based Access Controls Granular controls for user access to features and data. |
Role-based access control for users is included in permissions settings. | |
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Audit Trail Comprehensive log of all changes and user actions. |
Audit logs available for tracking user/system actions. | |
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Data Encryption Encryption in transit and at rest for all sensitive data. |
Data is encrypted at rest and in transit per Keap security documentation. | |
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User Authentication Multi-factor authentication and secure login options. |
User authentication includes multi-factor authentication (MFA) as an option. | |
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Data Retention Policies Controls over how long data is stored or archived. |
Customizable data retention periods and archiving are supported. | |
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Secure Data Export Options for encrypted download of client or marketing data. |
No information available | |
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Consent Management Tools to track and manage user marketing preferences and consent. |
Consent management for marketing communications is a supported compliance feature. | |
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Anonymization/Pseudonymization Tools Ability to depersonalize data when required for compliance. |
No information available |
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Customizable Dashboards User-defined dashboards for quick overview of KPIs. |
Customizable dashboards are available for users to define their KPIs and key reports. | |
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Real-Time Analytics Live reporting on activities, leads, and campaigns. |
Real-time analytics and reporting across activities are provided. | |
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Attribution Reporting Tracks which touchpoints drive conversions. |
Attribution reporting for campaign source-goal tracking is standard. | |
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Funnel Analysis Visualizes where leads drop off and progress through stages. |
Sales/marketing funnel visualization and analysis tools exist. | |
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ROI Calculation Shows financial return for each campaign and channel. |
ROI calculation by campaign/channel is built into reporting section. | |
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Scheduled Report Delivery Automated distribution of reports to stakeholders. |
Reports can be scheduled for automated delivery via email. | |
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Exportable Reports Downloadable in common formats (PDF, CSV, XLS). |
Exportable reports are downloadable as CSV, PDF, Excel. | |
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Custom Report Builder Flexible creator for ad hoc or bespoke reports. |
Custom report builder is featured for ad hoc and user-defined reports. | |
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Number of Standard Reports Quantity of built-in, ready-to-use reports. |
No information available |
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Interaction History Chronological log of all communications and meetings. |
Detailed interaction logs for contacts are available for user review and automation. | |
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Website Activity Tracking Tracks prospect/client visits and behaviors on firm sites. |
Website tracking supported via Keap’s campaign/automation tools and web tracking code. | |
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Event Attendance Tracking Monitors registration and participation in webinars, seminars, etc. |
Event tracking for webinars/meetings is possible, especially when integrated with other calendar or online event platforms. | |
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Survey/Feedback Tools Collects client satisfaction or NPS scores. |
Survey and feedback tools can be added via integrations (e.g., with SurveyMonkey, Typeform). | |
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Document Engagement Analytics Tracks when client-facing documents are opened or read. |
Document engagement analytics available when sharing files or collateral. | |
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Communication Frequency Analytics Monitors how often clients are contacted. |
Tracks communication frequency for contacts and clients with built-in analytics. | |
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Time to Initial Response Average response time from lead inquiry to first contact. |
No information available |
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Content Library Central repository for marketing collateral, templates, disclosures, etc. |
Keap Pro provides a content library for collateral, templates, etc. | |
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Version Control Tracks changes and access to documents over time. |
No information available | |
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Approval Workflows Content must be reviewed/approved before use. |
Approval workflows for marketing collateral are available through user/process management. | |
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Search and Tagging Quickly locate and filter content by tags, categories, keywords. |
Content management allows for tagging, search, and categorization of materials. | |
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Personalized Content Distribution Delivers specific content to target segments or individuals. |
Automated and personalized content distribution is included in Keap’s feature set. | |
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Integration with Client Portals Ability to publish or share content directly to portals. |
No information available | |
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Content Expiry/Retention Settings Automatic management and archiving of outdated content. |
Can set content expiry and rules for retention/archiving of outdated material. |
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Mobile App Availability Is there a native mobile application for advisers and/or clients? |
Native mobile apps for iOS and Android are available for Keap. | |
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Browser Compatibility Works on all major browsers without loss of functionality. |
Keap Pro is compatible across all major browsers per product documentation. | |
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Customizable User Interface Users can adapt layout, dashboards, and key settings. |
User interface is customizable (dashboards, widgets, field visibility etc). | |
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Accessibility Compliance Supports standards for screen readers and accessible navigation. |
Keap aims for accessibility but does not specify exact compliance standards (partial support assumed based on design best practices). | |
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Multi-Language Support User interface and communications available in various languages. |
No information available | |
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User Training Resources Guides, videos, or embedded help for staff onboarding. |
Product provides training resources, knowledge base articles, tutorials, and live support. | |
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System Uptime Average percentage of time system is available during a year. |
undefined Uptime is not explicitly stated but Keap is described as a highly available cloud SaaS solution (99%+ presumed but not guaranteed SLA for standard plan). |
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Concurrent User Capacity Maximum number of users that can be active at the same time. |
No information available | |
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Bulk Data Handling Support for large lists, imports, and batch campaign actions. |
Bulk data handling for contacts and campaigns referenced in feature list. | |
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Cloud Hosting Is the platform hosted in a scalable cloud environment? |
Platform is 100% cloud-hosted. | |
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Performance SLAs Documented guarantees on speed and reliability. |
No information available | |
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Auto-Scaling Infrastructure System can dynamically expand resources based on usage. |
System uses auto-scaling infrastructure as typical for modern SaaS environments. | |
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Data Storage Limit Maximum size of data that can be stored. |
No information available | |
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API Call Rate Limit Maximum API calls supported per second/minute. |
No information available |
Tools for capturing, qualifying, tracking, and converting prospective client leads through the sales pipeline, with integration to CRM systems and marketing platforms.
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Lead Capture Automation Automatically imports leads from multiple sources (website forms, email, social media, etc.). |
Keap Pro supports automated lead capture from website forms and other external sources according to product documentation. | |
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Contact Database Capacity Maximum number of contacts or leads the system can manage. |
No information available | |
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Duplicate Detection Ability to detect and merge duplicate leads or contacts. |
Keap Pro supports duplicate detection and deduplication. | |
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Custom Fields Allows creation and editing of custom data fields for contacts/leads. |
Keap Pro allows users to add custom fields to contacts/leads. | |
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Lead Assignment Rules Rules to automatically assign leads to specific users, teams, or workflows. |
Lead assignment rules are supported using automations in Keap Pro. | |
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Bulk Import/Export Enables bulk uploading or exporting of contacts/leads via CSV or other formats. |
Bulk import/export is supported via CSV file upload/download. | |
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Lead Segmentation Ability to categorize leads by region, value, source, or other attributes. |
Lead segmentation features available by tag, lead status, and other custom fields. | |
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Activity Timeline Comprehensive timeline of all lead-related activities and interactions. |
Provides activity timeline for each lead/contact, showing client interactions. | |
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Contact History Tracking Tracks history and status changes for each contact. |
Contact history tracking is built-in for all contacts/leads. | |
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Relationship Mapping Visualizes and tracks relationships between contacts/organizations. |
No information available | |
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Lead Notes & Comments Log notes and comments on individual leads or contacts. |
Lead notes/comments supported through note fields and activity logs. | |
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Merge & Deduplicate Leads Supports merging and cleaning up duplicate leads. |
Merge and deduplicate functionality available in Keap Pro. | |
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Tagging & Labeling Ability to tag or label contacts for easy organization and retrieval. |
Contacts and leads can be tagged and labeled for organization. | |
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Smart Search Provides intelligent search functionality within contact and lead records. |
Smart search is available for contacts/leads using keywords and filter criteria. |
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Customizable Pipelines Allows creation and configuration of sales/pipeline stages. |
Customizable sales pipelines with stages supported. | |
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Multiple Pipelines Support Enables managing multiple sales processes or pipelines simultaneously. |
Multiple pipelines can be managed simultaneously in Keap Pro. | |
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Opportunity Tracking Tracks individual deals or opportunities, with value and forecast probability. |
Keap Pro tracks opportunities and deals with values and forecast. | |
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Pipeline Visualization Provides visual tools (e.g., Kanban) for viewing pipeline status and progress. |
Pipeline visualization is provided through drag-and-drop Kanban boards. | |
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Stage Automation Automates movement between pipeline stages based on criteria. |
Movement between pipeline stages can be automated with triggered workflows. | |
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Deal Value Forecasting Calculates expected value and win probability of pipeline opportunities. |
Deal value forecasting included in deal tracking features. | |
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Historical Pipeline Analytics Provides insights and analytics over past pipeline activity. |
Historical pipeline analytics and reporting available. | |
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Deal Age Tracking Tracks how long each opportunity spends at each stage. |
Tracks opportunity history and time spent in each stage. | |
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Lost/Won Deal Analysis Allows analysis of reasons for won or lost deals. |
Lost/won deal analysis is supported with built-in reporting of reasons. | |
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Customizable Opportunity Fields Supports additional data fields for opportunities in the pipeline. |
Custom fields can be added to pipeline opportunities. | |
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Linked Contacts & Accounts Connects pipeline opportunities to relevant contacts and organizations. |
Opportunities can be linked to contacts and organizations. | |
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Activity Reminders Automated reminders for follow-ups and tasks within the pipeline. |
Automated activity reminders and follow up tasks available. |
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CRM Integration Ability to integrate natively or via API with CRM platforms (e.g., Salesforce). |
Keap Pro can integrate with leading CRM platforms via Zapier or API. | |
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Email Integration Syncs with email platforms (Gmail, Outlook) for communication tracking. |
Direct email integration with Gmail, Outlook, etc. for communication tracking. | |
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Calendar Integration Connects with calendar apps for meeting scheduling and reminders. |
Calendar integration is supported (Google, Outlook Calendars). | |
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Marketing Automation Integration Connects with marketing automation platforms (e.g., HubSpot, Marketo). |
Marketing automation integrations available (HubSpot, other marketing tools via Zapier/API). | |
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Social Media Integration Imports leads from and tracks interactions on social media platforms. |
Social media integration for lead capture via Zapier; natively limited. | |
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Financial Platform Integration Connects with financial planning, portfolio management, or advisory systems. |
No information available | |
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API Accessibility Provides open API for custom integrations. |
Open REST API accessible for custom integrations. | |
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Webhooks Support Able to send real-time data to external applications via webhooks. |
Webhook support is documented in Keap Pro API docs. | |
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Data Import/Export Tools Supports data transfer between systems via standard files (CSV, XLSX, etc.). |
Support for standard file import/export (CSV/XLSX) for data. | |
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Mobile Application Integration Synchronizes data and workflow with mobile apps. |
Keap has mobile applications for iOS and Android, supporting data sync. | |
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Phone/VoIP Integration Logs and tracks calls through VoIP or telephony integration. |
Phone and VoIP integrations possible via add-ons or third-party (Dialpad, etc). |
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Workflow Automation Builder Visual tool for creating automated workflows and triggers. |
Strong workflow automation builder is included in Keap Pro. | |
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Scheduled Reminders Automated reminders for follow-ups, renewals, or scheduled activities. |
Automated, scheduled reminders for follow-up and appointments. | |
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Drip Marketing Campaigns Automates nurturing campaigns with sequences of communications. |
Drip marketing campaign automation is a core feature. | |
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Task Automation Automatically creates tasks based on lead actions or criteria. |
Task automation rules can trigger new tasks based on lead behaviors. | |
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Conditional Logic Automation Processes actions based on IF/THEN logic set by users. |
Conditional logic (If/Then) flows are supported in workflow automations. | |
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Notifications Automated notifications for team or individual activities. |
Automated in-app and email notifications are available. | |
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Lead Scoring Automation Automatically scores leads based on behavior and engagement. |
Lead scoring with automation tools possible in Keap Pro. | |
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Approval Workflows Routes deals, tasks, or leads for managerial approval based on rules. |
Approval workflows can be created via automation logic. | |
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SLA Management Tracks and enforces service-level agreements with automated escalations. |
No information available | |
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Automated Data Entry Uses AI or templates to suggest or auto-fill records. |
Automated data entry available through template-based field population and some AI features. |
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Bulk Email Sending Allows sending personalized emails to large groups of leads. |
Bulk email sending supported as a key feature of Keap Pro. | |
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Email Templates Provides customizable templates for recurrent communications. |
Email templates are fully customizable. | |
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Email Tracking Tracks opens, clicks, and replies on sent emails. |
Tracks email opens, clicks, bounces & replies. | |
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SMS/Text Messaging Allows sending and tracking text/SMS messages to/from leads. |
Keap supports SMS/text messaging campaigns and tracking. | |
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Click-to-Call Enables direct calling from within the platform. |
Click-to-call is available with compatible telephony integrations. | |
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Meeting Scheduling Allows leads to self-schedule meetings with advisors or staff. |
Self-service meeting scheduling included in Keap Pro calendar tools. | |
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Video Meeting Integration Integrates with video conferencing tools (e.g., Zoom, Teams). |
Integration with Zoom and other video meeting platforms supported via direct or Zapier. | |
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Personalization Tokens Insert dynamic data (name, company, etc.) into communications. |
Personalization tokens for emails and communications are supported. | |
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Conversation History Maintains a record of all communications per lead. |
Maintains complete conversation history for each lead. |
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Dashboard Customization Users can customize reporting dashboards by metrics and KPIs. |
Users can customize dashboards for different reporting needs. | |
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Lead Source Attribution Tracks which channels generate the most leads and conversions. |
Lead source attribution analytics included in reporting. | |
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Conversion Funnel Analysis Analyzes drop-off and conversion rates through pipeline stages. |
Conversion funnel analysis is an included feature. | |
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Activity Reporting Tracks call, email, meeting, and task activity per user or team. |
Tracks activities like calls, emails, and meetings by user or team. | |
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Performance Benchmarking Benchmarks team and individual performance. |
Performance benchmarking supported via reporting features. | |
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Real-Time Reporting Generates up-to-date reports from live data. |
Real-time reporting from current data. | |
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Custom Report Builder Users can build custom reports and analytics. |
Custom report builder available. | |
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Scheduled Report Delivery Automatically sends reports to stakeholders on a schedule. |
No information available | |
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Export Reports Exports reports in various formats like PDF, Excel, or CSV. |
Exporting reports in CSV, Excel, or PDF is supported. | |
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Goal Tracking Allows setting and monitoring of sales or meeting goals. |
Goal tracking is available as part of the CRM and sales automation. |
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Encryption at Rest Data is encrypted when stored on servers. |
Keap Pro encrypts data at rest according to their security documentation. | |
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Encryption in Transit Data is encrypted during transmission (e.g., SSL/TLS). |
Encryption in transit with SSL/TLS for all communications. | |
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Role-Based Access Control Restricts access based on user roles and permissions. |
Role-based access control supported for users. | |
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Audit Trails Records all user activity for compliance and security monitoring. |
Audit trails for user activity are kept for compliance purposes. | |
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Data Backup & Recovery Automated data backup with restoration capability. |
Automated data backup with recovery tools. | |
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GDPR/CCPA Compliance Tools Features to help meet regulatory privacy requirements. |
Keap Pro offers features and guidance to help comply with GDPR/CCPA. | |
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Two-Factor Authentication Additional security layer requiring secondary login verification. |
Two-factor authentication (2FA) available for increased account security. | |
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Data Residency Options Choice of where customer data is physically stored. |
No information available | |
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Single Sign-On (SSO) Supports secure authentication via SSO providers. |
Supports various SSO providers for secure authentication. | |
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PII Masking & Redaction Can mask or redact personally identifiable information in records. |
No information available | |
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User Session Timeout Automatic logout after period of inactivity. |
Session timeout and automatic logout after inactivity reported in security settings. |
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Mobile App Availability Has a dedicated native mobile application (iOS, Android). |
Keap mobile app available for iOS and Android. | |
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Mobile Web Responsiveness Core functions accessible and usable via mobile web browser. |
Mobile web interface is responsive and accessible via browser. | |
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Offline Functionality Use core features without an active internet connection. |
No information available | |
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Push Notifications Receive real-time notifications on mobile devices. |
Push notifications are available on mobile devices. | |
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Geo-tagging Records locations of client meetings or activities. |
No information available | |
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Voice-to-Text Notes Allows verbal input for contact notes or follow-ups. |
No information available | |
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Photo Uploads Attach photos or business cards from a mobile device. |
Photo upload via mobile for business cards is available. |
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UI/UX Customization Customizable layout, color schemes, and display settings. |
User interface is customizable for layout and views. | |
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Custom Dashboards Build specific dashboards for different user roles or teams. |
Custom dashboards can be created for different user roles. | |
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Custom Workflows Tailor workflows to match business processes. |
Custom workflows can be configured using visual workflow builder. | |
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Language Localization Offers multiple language options for the interface. |
Keap Pro offers multi-language interface options. | |
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Accessibility Features Supports users with disabilities (e.g., screen readers, keyboard nav). |
No information available | |
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Bulk Edit Tools Allows batch editing of multiple leads/contacts at once. |
Bulk edit tools are available for contact management. | |
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Contextual Help In-app user guides, tooltips, and onboarding tips. |
In-app help, tooltips, and guides available for onboarding and support. |
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Guided Onboarding Automated or assisted onboarding for new users. |
Guided onboarding is part of the new user experience. | |
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Knowledge Base Comprehensive online documentation and FAQs. |
Knowledge base available online. | |
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Live Chat Support Live support chat available within the platform. |
Live chat support available through the platform. | |
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Phone Support Telephone support for urgent issues. |
Phone support is available (based on vendor support page). | |
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Ticketing System Submit and track support tickets. |
Ticketing system available for customer support issues. | |
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Video Tutorials Access to training and explainer videos. |
Video tutorials and training materials are available. | |
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User Community Forum Active online user forum for peer support. |
Online user community for peer support is available. | |
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Dedicated Account Manager Assigned support contact for business accounts. |
No information available |
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Free Trial Availability Offers a free trial for a certain period or user limit. |
Keap Pro offers a 14-day free trial. | |
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Flexible Pricing Plans Provides multiple subscription or licensing options. |
Flexible pricing plans available, including monthly and annual. | |
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User Scalability Maximum number of user seats supported per account. |
No information available | |
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Storage Scalability Maximum data storage supported per account. |
No information available | |
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Usage-Based Pricing Option to pay based on usage (contacts, emails, storage, etc.). |
No information available | |
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No Long-Term Contract Subscription can be canceled at any time without penalty. |
No long-term contract; subscriptions can be cancelled monthly. | |
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Volume Discounts Reduced pricing for higher usage or user counts. |
Volume discounts available for higher user/contact tiers according to sales FAQs. | |
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Third-Party Add-On Pricing Transparent pricing for integrations and add-ons. |
Third-party add-on pricing is shown transparently on Keap's pricing pages. |
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