Should you use Keap (formerly Infusionsoft) in 2025?

From a professional standpoint, I have used Keap to manage customer relationships and automate targeted marketing campaigns. The major advantage is undoubtedly the centralization of contacts and the automation of sales follow-ups, which saves considerable time while personalizing customer relationships.

Keap excels particularly in contexts where the flow of contacts must be automatically qualified and nurtured, for example for marketing agencies or freelancers who need to manage multiple prospects and customers without repetitive manual effort.

However, Keap may have some limitations, particularly in terms of the learning curve and usability for users who are new to automation. Some advanced features require time to get used to, and costs can quickly increase with the volume of contacts.

Keap is designed for users with a certain level of expertise to fully exploit its features. However, its graphical interfaces and built-in guides make it easy for motivated beginners to learn as they go. For example, creating campaigns using drag-and-drop is fairly intuitive.

For beginners, the practical advantage lies in the possibility of starting with pre-established templates and learning gradually, which limits the barrier posed by technical complexity while offering a natural progression in skill.

Keap offers several pricing plans tailored to different needs and sizes. The Essential plan starts at $79/month, offering basic features such as contact management, emailing, and simple automation. This plan is ideal for small businesses and freelancers just starting out.

For more advanced needs, the Pro plan at $149/month includes additional features such as sales pipeline management, integrated payments, and a larger number of contacts. It is a good choice for agencies or small growing businesses.

Finally, the $199/month plan is designed for users who want to benefit from all the advanced options, including extensive customization and priority support, perfect for larger teams that need a comprehensive and flexible CRM.

Keap's number one key feature is its comprehensive marketing automation system. This includes automated email sequence management, advanced contact segmentation, and lead scoring, allowing you to automatically qualify prospects and trigger specific actions based on their behavior.

The second major feature is its integrated CRM, which centralizes all customer and prospect information. This comprehensive management system allows for accurate tracking of interactions and sales, and facilitates the creation of customized pipelines tailored to your business.

Keap also offers advanced features such as integrating payment systems directly into campaigns, simplifying customer conversion without leaving the platform.

In addition, it offers a visual drag-and-drop editor for easily creating email campaigns and automated workflows, which is useful for increasing efficiency without advanced technical skills.