⚡ Quick Verdict:
- Pricing: Keap starts at $299/month (annually billed) vs Monday CRM from $9/user/month
- Best for: Keap for small businesses needing deep sales and marketing automation; Monday CRM for teams that also manage projects
- Key difference: Keap includes email marketing, invoicing, and a visual campaign builder; Monday CRM is a project management platform with CRM features added on
- Our pick: Keap for most small businesses focused on sales automation and customer relationship management
Keap vs Monday CRM both want to help you manage customer relationships.
But they built their tools for very different problems.
Keap is a dedicated customer relationship management and sales automation platform for small businesses.
Monday CRM started as a project management tool that later added CRM functionality.
That difference shapes everything about how each platform works.
Overview
This comparison covers pricing, features, automation, and ease of use for both platforms.
Our writer spent hands-on time with Keap and documented what stood out during that time.
Monday CRM observations come from published documentation and verified user reviews.
By the end, you’ll know which platform fits your business strategy and growth goals.
What is Keap?
Keap is a customer relationship management platform built for small businesses and solopreneurs.
It combines CRM, email marketing, sales automation, and payment processing in one place.
The platform was formerly known as Infusionsoft before rebranding to focus on small business automation.
Keap automates almost every stage of the sales process, from lead capture to invoicing.
It’s designed to reduce manual work so business owners can focus on growth goals instead.
Keap
Keap automates your sales and marketing so you spend less time on repeat tasks. It includes a built-in CRM, email campaigns, lead scoring, and payment processing in one dashboard.
Keap Pricing
Here’s what Keap costs in 2026. The pricing is based on annual billing.
| Plan | Price | Best For |
|---|---|---|
| Keap (All-in-One) | $299/month (Annually Billed) | Small businesses and solopreneurs needing full sales automation |
Pricing verified April 2026.
Free trial: Yes — Keap offers a 14-day free trial with access to all features. No credit card is required to start.
Money-back guarantee: Keap does not advertise a standard money-back guarantee. Review cancellation terms before subscribing.
📌 Note: The published price is $299/month billed annually. Each additional user costs $30/month. Pricing also scales based on the number of contacts, so costs can increase as your contact list grows.
⚠️ Warning: Keap’s pricing is considered high for entry-level entrepreneurs and new small businesses. Evaluate whether your contact volume and automation needs justify the monthly fee before committing to an annual plan.
Key Benefits of Keap
Here’s what makes Keap worth considering for small business owners:
- All-in-One Business Platform: Keap combines CRM, email marketing, sales automation, and payment processing in a single tool. This reduces the need to juggle multiple subscriptions.
- Visual Campaign Builder: The drag-and-drop Campaign Builder lets you create automated marketing workflows using when-then logic. You can connect multiple landing pages and trigger actions based on customer behavior.
- Lead Scoring: Keap scores leads based on engagement level so your sales team can focus on the most interested prospects first. This helps prioritize outreach and increase conversions.
- Built-in Invoicing and Payments: Keap includes invoicing and payment processing tools directly inside the platform. You can send checkout forms, collect payments, and track revenue without third-party tools.
- Dedicated Business Line: Keap gives you a separate business line for calls and texts. This keeps personal and professional communications on one dashboard without mixing them up.
- Free Migration and Onboarding: Keap offers free migration support and access to a dedicated customer success manager with every plan. The onboarding process includes checklists, videos, and training webinars.
- 2,500+ Integrations: The platform connects with over 2,500 third-party tools, making it easy to fit Keap into your existing tech stack without major changes.
What Our Team Noticed
Our writer signed up for Keap and explored the platform over several days, focusing on the automation builder and CRM features. Here’s what stood out:
Keap Pros & Cons
✅ Pros
- Deep sales and marketing automation in one platform
- Built-in invoicing and payment processing for e-commerce businesses
- Lead scoring helps sales teams focus on the most engaged contacts
- 14-day free trial with full feature access and no credit card needed
- Free migration support and dedicated customer success manager included
❌ Cons
- High monthly fee compared to other CRM platforms — not ideal for very new businesses
- Pricing scales up significantly as your contact list grows beyond thresholds
- User community is present but not very active for peer support
What is Monday CRM?
Monday CRM is a work management platform that includes customer relationship management features.
It started as a project management tool and expanded to serve sales teams and business operations.
The platform is used by over 152,000 customers across more than 200 countries, according to Monday’s published data.
Monday CRM offers visual boards, kanban views, gantt charts, and workflow automation in one interface.
It’s a strong fit for teams that need both project management and basic CRM functionality side by side.
Monday CRM
Monday CRM blends project management and contact management in one clean interface. It’s flexible enough for sales teams, research teams, and operations — with visual views like kanban boards and gantt charts.
Monday CRM Pricing
Monday CRM prices by the number of users. Here’s the breakdown for 2026.
| Plan | Price | Best For |
|---|---|---|
| Basic | $9/user/month | Small teams needing unlimited boards and basic task management |
| Standard | $12/user/month | Teams wanting guest access, timeline, and calendar views |
| Pro | $19/user/month | Teams needing time tracking, advanced reporting, and automation |
Pricing verified April 2026.
Free plan: Yes — Monday offers a free version limited to two team members and three boards. It’s very limited but useful for solo evaluation.
Money-back guarantee: Monday does not advertise a standard refund policy. Annual plans lock in pricing, so test with the free plan or a monthly subscription first.
📌 Note: Monday’s pricing is per user, so costs scale with team size. The Pro plan is required for time tracking, advanced reporting, and the full suite of automation features. Monday also offers a student program with selected Pro features at no charge.
⚠️ Warning: Monday’s pricing structure can get confusing. If your team exceeds the maximum user count for a plan tier, you must upgrade to the next tier. Monday has increased its prices significantly in recent years, so review the current pricing page before signing up.
Key Benefits of Monday CRM
Here’s what makes Monday CRM worth considering for teams managing both projects and contacts:
- Multiple Project Views: Monday CRM gives you kanban boards, gantt charts, calendar views, and timeline views in the same platform. This makes managing project timelines and customer pipelines possible from one interface.
- Highly Visual Interface: The platform’s clean and intuitive design lets new users get started quickly. G2 reviews frequently describe the interface as easy to learn without much training.
- Workflow Automation: Monday includes a straightforward automation builder for creating custom automated tasks. The automation features help remove repetitive work from your team members’ daily routines.
- Customizable Dashboards: Custom dashboards let you pull all the data from your boards into one view. You can track project progress, sales pipeline status, and team activity at a glance.
- Collaboration Tools: Monday lets team members comment, share files, and discuss work directly on task cards. This keeps communication on the same page as the work itself.
- Strong Integration Support: Monday integrates with over 50 apps including Slack, Google Calendar, and Microsoft Teams. This makes it easy to fit into an existing tech stack.
What Our Team Noticed
Note: We haven’t had extensive hands-on time with Monday CRM yet. The information below is based on published documentation, G2 reviews, and Monday’s official knowledge base.
Monday CRM Pros & Cons
✅ Pros
- Affordable per-user pricing with a free plan for very small teams
- Gantt chart and kanban views make managing project timelines easy
- Clean, intuitive interface that new users can pick up without steep learning curve
- Flexible enough to use for project management, sales pipelines, and event planning
❌ Cons
- Advanced automation and time tracking locked behind the Pro plan and above
- Free plan is quite limited — only two team members and three boards
- Not a dedicated CRM — lacks built-in email marketing, lead scoring, and invoicing
- Complex pricing structure makes it difficult to predict costs as teams grow
Feature Comparison
Let’s compare Keap and Monday CRM across the features that matter most to small businesses and sales teams.
| Feature | Keap | Monday CRM |
|---|---|---|
| Starting Price | $299/month (annually) | $9/user/month |
| Free Plan | ❌ (14-day free trial) | ✅ (2 users, 3 boards) |
| Email Marketing | ✅ | ❌ |
| Sales Pipeline | ✅ | ✅ |
| Lead Scoring | ✅ | ❌ |
| Invoicing & Payments | ✅ | ❌ |
| Gantt Chart View | ❌ | ✅ |
| Kanban Board | ❌ | ✅ |
| Workflow Automation | ✅ (Advanced) | ✅ (Pro plan) |
| Landing Page Builder | ✅ | ❌ |
| Best For | Sales automation for small businesses | Teams managing projects and contacts |
1. Automation Builder
Keap: Keap’s Campaign Builder uses a visual drag-and-drop flowchart to create automated marketing workflows. You can build sequences based on when-then logic — for example, when a new lead fills out a web form, then send a welcome email and score the lead. Keap also includes AI-powered tools that draft email copy and suggest automation steps based on natural language prompts.
Monday CRM: Monday includes a straightforward automation builder that handles repetitive task management. You can set rules like “when a status changes, notify a team member” or “when a deadline passes, move the item.” These automations are well-suited for project workflows but are not designed for the kind of multi-step sales campaigns Keap supports.
⚠️ Warning: Monday’s advanced automation features are only available on the Pro plan and above. If you’re on the Basic or Standard plan, you’ll have limited access to automated tasks.
2. CRM and Contact Management
Keap: Keap’s CRM stores every contact record with full interaction history, tags, and custom fields. You can segment your contact list by behavior, purchase history, or engagement level and send hyper-targeted email campaigns to each group. The platform is built specifically for small businesses managing customer journeys from first contact through repeat business.
Monday CRM: Monday’s contact management is built on its customizable board system. Each contact becomes an item with custom fields and an activity log. G2 reviews note that it works well for tracking leads and deals, but lacks the deep segmentation and email marketing tools that dedicated CRM platforms provide.
3. Email Marketing
Keap: Keap includes a full email marketing suite with campaign creation, list segmentation, and automation. Keap publishes a deliverability rate of 99.5% for emails sent through the platform. You can build email marketing campaigns triggered by contact behavior, CRM tags, or pipeline stage changes.
Monday CRM: Monday does not include native email marketing tools. You can send individual emails through connected integrations, but building sales campaigns or mass email sequences requires a third-party email tool. Teams that need email marketing alongside their CRM will need to add another platform to their tech stack.
4. Sales Pipeline
Keap: Keap provides a visual sales pipeline with drag-and-drop tools for moving deals through stages. The pipeline ties directly into lead scoring, automated follow-ups, and contact records. When a lead moves to a new stage, Keap can automatically trigger emails, assign tasks, or send internal notifications to your sales team.
Monday CRM: Monday’s sales pipeline is built on boards with customizable stages. You can view your pipeline as a kanban board or a standard list. The pipeline view is visually clear, but it doesn’t connect to email campaigns or lead scoring the way Keap’s does.
5. Project Management
Keap: Keap is not designed as a project management tool. It focuses on the sales process, customer follow-up, and marketing automation. Teams that also need to manage tasks and project timelines would need a separate tool alongside Keap.
Monday CRM: Monday CRM’s project management roots give it a clear edge here. It offers gantt chart views, task dependencies, kanban boards, and timeline views. Teams managing event planning, software development, or research projects alongside their sales pipeline will find Monday much more suited to those needs.
6. Landing Pages and Lead Capture
Keap: Keap includes a landing page builder with web forms for lead capture. You can connect multiple landing pages to your automated campaigns so that a new lead triggers a full sales sequence automatically. Checkout forms are also available for collecting payments directly from landing pages.
Monday CRM: Monday does not include a landing page builder. Lead capture relies on form integrations with third-party tools. If building campaigns that drive traffic to dedicated pages is part of your business strategy, Monday will require additional tools to fill that gap.
7. E-Commerce and Payment Processing
Keap: Keap is built with e-commerce businesses in mind. It includes invoicing, payment processing integrations, checkout forms, and cross-sell tools. Small businesses can manage their entire sales process — from a new lead to a paid invoice — without leaving the platform.
Monday CRM: Monday does not include native e-commerce or payment processing tools. It focuses on contact tracking and project management rather than the transactional side of a business. E-commerce businesses would need to connect Monday to separate payment and invoicing software.
8. Integrations
Keap: Keap connects with over 2,500 platforms and third-party tools. This wide range of integrations covers payment processors, e-commerce platforms, and marketing tools. The large integration library reduces reliance on manual data entry across systems.
Monday CRM: Monday integrates with over 50 apps including Slack, Google Calendar, Google Sheets, and Microsoft Teams. While that number is lower than Keap’s, Monday’s integrations are well-known apps that many teams already use daily. The platform also has a dedicated apps marketplace for extending functionality.
9. Ease of Use
Keap: Keap’s onboarding process includes checklists, videos, and training webinars to help new users get started. The platform can be set up in as little as 20 minutes according to Keap’s documentation. A dedicated customer success manager is included with every plan to guide users through setup.
Monday CRM: Monday is widely praised for its user-friendly interface. G2 reviews frequently describe it as incredibly intuitive for new users. The platform’s knowledge base includes hundreds of video tutorials, and live chat support is available 24/7 for users who need assistance.
10. Pricing & Cost
| Plan | Keap | Monday CRM |
|---|---|---|
| Free | ❌ (14-day trial) | ✅ (very limited) |
| Entry Paid Plan | $299/month (annually) | $9/user/month (Basic) |
| Mid Tier | — | $12/user/month (Standard) |
| Top Tier | — | $19/user/month (Pro) |
| Enterprise | Contact sales | Custom pricing |
Keap: Keap’s pricing is higher upfront, but it replaces several tools at once — email marketing, CRM, invoicing, and landing pages. For established small businesses already paying for multiple tools, consolidating into Keap may reduce overall spend. The monthly fee increases as your contact list grows past set thresholds.
Monday CRM: Monday’s per-user pricing makes it much more accessible for smaller teams. The Basic plan at $9/user/month is a fraction of Keap’s cost. However, teams that need email marketing or payment tools will need to add other subscriptions, which can close the price gap over time.
Different Scenarios
| If You Need… | Choose | Why |
|---|---|---|
| Full sales and marketing automation | Keap | Built-in campaigns, lead scoring, and email marketing |
| Project management alongside CRM | Monday CRM | Gantt charts, task dependencies, and kanban views included |
| Tight budget or small team | Monday CRM | Per-user pricing starts much lower than Keap |
| Invoicing and payment processing | Keap | Native e-commerce tools built into the platform |
| Landing pages and lead capture | Keap | Built-in landing page builder with web forms |
| Team collaboration tools | Monday CRM | File sharing, comments, and task discussions in one place |
| Beginner-friendly interface | Monday CRM | Cleaner learning curve for new users |
💰 Your Budget
Monday CRM’s per-user pricing makes it much more affordable for small teams or new businesses watching their monthly fee closely. Keap’s higher starting cost makes more sense for businesses already spending on several separate tools that Keap can consolidate.
🔌 Your Tech Stack
Keap connects with over 2,500 third-party tools, making it easier to fit into a complex existing setup. Monday integrates with over 50 well-known apps like Slack and Google Calendar, which covers most teams’ collaboration needs without much configuration.
📝 Your Sales Process
If your sales process involves lead scoring, automated email follow-ups, and nurturing campaigns, Keap is the more purpose-built choice. Monday CRM handles deal tracking and pipeline stages well but does not automate the full customer journey the way Keap does.
🎓 Your Experience Level
Both platforms are user-friendly, but Monday CRM’s interface is consistently described as easier to pick up for new users without formal training. Keap provides more hands-on onboarding support, including a dedicated customer success manager and training webinars, which helps offset the learning curve.
🆓 Free Trials and Demos
Keap offers a 14-day free trial with access to all features — no credit card required. Monday has a free plan for up to two team members with limited functionality. Try both before committing to an annual subscription.
🛟 Support Options
Keap provides 24/7 chat support, email support, and phone support Monday through Friday for U.S. customers. Monday offers 24/7 live chat support and a knowledge base with hundreds of video tutorials. Both platforms offer solid support, though Keap’s phone support option is less common in this category.
Switching Guide
Already using one of these platforms? Here’s what to expect if you decide to switch.
🔄 Switching from Keap to Monday CRM?
✅ What you’ll gain:
- Lower per-user pricing — much cheaper for small or growing teams
- Gantt charts and project management tools not available in Keap
- A free plan option for very small teams getting started
❌ What you’ll lose:
- Built-in email marketing and sales campaigns with native deliverability tracking
- Lead scoring and automated lead management tied to the sales pipeline
- Native invoicing, payment processing, and e-commerce tools
📋 How to switch:
- Export your contact list and deal data from Keap as a CSV file
- Create your Monday CRM account and set up your boards and pipeline stages
- Import your CSV into Monday CRM and reconnect any third-party tools you use for email and payments
🔄 Switching from Monday CRM to Keap?
✅ What you’ll gain:
- Full email marketing with automated campaigns, segmentation, and deliverability tracking
- Built-in lead scoring that ranks contacts by engagement level automatically
- Native invoicing and payment processing so you can manage the full sales cycle in one place
❌ What you’ll lose:
- Gantt chart views and task dependency tracking for project timelines
- Per-user pricing — Keap’s flat monthly fee is higher for very small teams
- The free plan tier — Keap only offers a 14-day trial, not an ongoing free version
📋 How to switch:
- Export your contacts and deal records from Monday CRM as a CSV
- Start your Keap 14-day free trial and work with the onboarding team to configure your account
- Import your contact list and rebuild your pipeline stages and automation sequences in Keap
What Our Review Didn’t Cover
This comparison focused on small businesses and sales teams using either platform for CRM and pipeline management. We didn’t evaluate enterprise-level deployments, custom API integrations, or how either tool performs for software development teams or large human resources departments. Keap’s pricing tiers above the base plan and Monday’s Enterprise plan with custom pricing were also outside the scope of this review. If your team has 50 or more users or highly specialized workflow requirements, your experience may differ from what we’ve described here.
Final Verdict
| Category | Winner |
|---|---|
| 💰 Pricing | Monday CRM |
| 📧 Email Marketing | Keap |
| 🤖 Sales Automation | Keap |
| 📊 Project Management | Monday CRM |
| 🎯 Lead Scoring | Keap |
| 💳 Invoicing & Payments | Keap |
| 👶 Ease of Use | Monday CRM |
| 🔌 Integrations | Keap |
| 🏆 Overall Winner | Keap |
🏆 WINNER: KEAP
Keap wins 5 out of 8 categories.
Best for: Small businesses, solopreneurs, e-commerce businesses, and sales-focused teams needing a full CRM with marketing automation
Keap and Monday CRM serve genuinely different needs.
Keap is purpose-built for small business sales automation — it handles your entire customer journey from a new lead through repeat business.
Monday CRM is a flexible work management platform that also handles contacts and sales pipelines, making it the better fit for teams that manage projects alongside their CRM work.
If you need email marketing, lead scoring, invoicing, and a landing page builder in one platform, Keap is the stronger choice despite its higher monthly fee.
If your team manages tasks, project timelines, and client relationships together, Monday CRM offers more flexibility at a much lower starting cost.
More of Keap Compared
Here’s how Keap stacks up against other CRM and sales automation platforms:
Keap wins on: All-in-one pricing for small businesses, built-in payment processing, and dedicated onboarding support
HubSpot wins on: A more generous free CRM tier, a larger integration marketplace, and stronger name recognition among enterprise sales teams
Keap wins on: Built-in invoicing, a dedicated business line for calls and texts, and e-commerce features for direct sales
ActiveCampaign wins on: More advanced email marketing segmentation, lower starting price for email-only use cases, and stronger deliverability tooling
Keap wins on: Simpler onboarding, dedicated customer success manager, and a cleaner user interface for non-technical business owners
GoHighLevel wins on: Agency-focused white-labeling features, sub-account management, and a broader funnel-building toolkit
Keap wins on: Email marketing and sales campaigns built in, lead scoring, and payment processing without add-ons
Pipedrive wins on: Lower price point for pure pipeline management, simpler interface for deal tracking, and stronger reporting for sales teams
More of Monday CRM Compared
Here’s how Monday CRM compares to other project management and CRM platforms:
Monday CRM wins on: Project management views like gantt charts and kanban boards, more flexible board customization, and a cleaner visual interface
HubSpot wins on: A free CRM tier with deeper contact management, built-in email marketing tools, and stronger sales reporting out of the box
Monday CRM vs ClickUp
Monday CRM wins on: Polished interface that new users describe as more intuitive, faster onboarding for non-technical team members
ClickUp wins on: First paid plan is cheaper than Monday’s comparable tier, more task management options including docs and whiteboards built in natively
Monday CRM vs Salesforce
Monday CRM wins on: Far lower entry pricing, much simpler setup for small businesses and smaller teams, and a gentler learning curve
Salesforce wins on: Deep enterprise-level CRM features, advanced reporting for large sales teams, and a far larger library of certified integrations and custom apps
Frequently Asked Questions
What is Keap CRM used for?
Keap is used by small businesses to manage customer relationships, automate email marketing, score leads, and process payments. It combines CRM, sales automation, and e commerce tools into one platform so owners spend less time on manual tasks and more time on growth goals. The platform also supports e commerce businesses with built-in checkout forms and cross sells for repeat business. Its drag and drop Campaign Builder makes building campaigns straightforward even for non-technical users.
Is Keap easy to use?
Keap is designed to be user friendly for small business owners without a technical background. The platform includes onboarding checklists, training webinars, and a dedicated customer success manager to help new users get set up quickly. According to Keap’s documentation, most users can complete initial setup in about 20 minutes.
Is Monday a CRM platform?
Monday CRM does include contact management, sales pipeline tracking, and deal reporting — so yes, it functions as a CRM. However, it started as a project management tool and still lacks some dedicated CRM features like email marketing, lead scoring, and invoicing that platforms like Keap provide natively. Teams that need advanced automations or e commerce features built in will find Keap a stronger fit.
What is Monday CRM best used for?
Monday CRM works best for teams that need to manage both projects and client relationships in the same tool. It has advanced features for task management, project progress tracking, and team collaboration. It suits research teams, event planning, software development, and small sales teams that need collaboration tools alongside their pipeline work, with third party integrations handling email and other needs.
Which is the best CRM software between Keap and Monday?
Keap is the better CRM for small businesses that need full sales automation, email marketing campaigns, lead capture, and payment processing in one platform. Monday CRM is the better choice for teams that need project management and collaboration alongside a basic sales pipeline. Consider conversion rates and your lead score strategy when deciding — Keap’s lead management tools are more purpose-built for that goal. Third party integrations can close some gaps in Monday CRM, but Keap keeps more of the sales process in one place with customer support available by phone.
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