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Keap vs Salesmate 2026: One Clear Winner (My Honest Take)

par | Last updated Aug 30, 2026

Gagnant
keap
4.2
  • 2,500+ Third Party Integrations
  • Drag and Drop Campaign Constructeur
  • Built-in Invoicing and Payments
  • Free Migration and Onboarding
  • Lead Scoring and Lead Capture
  • Essai gratuit de 14 jours
  • 299 $/mois (facturé annuellement)
Finaliste
Vendeur
2.5
  • 700+ Apps, Google and Microsoft
  • Sandy AI Drafts and Summarizes
  • Built-in Calling and Recording
  • Réunion Scheduler for Prospects
  • 4.1 / 5 on Trustpilot
  • Essai gratuit de 15 jours, sans carte.
  • Abonnements payants à partir de 23 $/utilisateur/mois

⚡ Verdict rapide :

  • Tarification : Keap costs $299/month (annually billed). Salesmate starts at $23/user/month.
  • Idéal pour : Keap suits small businesses that want marketing automation, invoicing and payment processing in one place. Salesmate suits sales teams that mainly need pipeline management.
  • Différence principale : Keap builds sales campaigns with a landing page builder and checkout forms. Salesmate focuses on deals, calls and meetings.
  • Notre choix : Keap, rated 4.2 against Salesmate’s 2.5, wins on feature depth for a petite entreprise owner who sells and markets alone.
Keap vs Salesmate Comparison

Keap and Salesmate both call themselves CRM logiciel.

They are not built for the same buyer.

Gardez CRM runs sales and marketing automation for a whole small business.

Salesmate CRM helps sales reps move deals through a pipeline.

The price gap between them is wide, and so is the feature gap.

Aperçu

This Keap vs Salesmate comparison covers pricing, key features, automation and ease of use.

We read both pricing pages, product documentation and public reviews.

Our writers also spent hands-on time inside each CRM.

Ces notes figurent dans les sections « Ce que notre équipe a remarqué » ci-dessous.

By the end you will know which one fits your sales process.

Qu'est-ce que Keap ?

Keap is a customer relationship management platform built for petites entreprises.

It was called Infusionsoft before the rebrand to Keap.

The keap app puts your contact list, email campaigns and invoicing in one dashboard.

It automates almost every stage of the sales journey.

You also get a business line for calls and texts, separate from your personal phone.

Introduction à Keap

Our full Keap review walks through the dashboard in more detail. The short video below shows how the platform looks in daily use.

🏆 Gagnant : Keap

⭐ 4,2/5 | 💰 299 $/mois (facturation annuelle)

Keap runs your CRM, marketing automations and payments together. Free migration comes with every plan. Try it for 14 days first.

Tarification Keap

Keap plans are priced by contact volume, not by seat.

PlanPrixIdéal pour
Gardez299 $/mois (facturé annuellement)Small businesses running sales and marketing from one system

Pricing verified August 2026.

Tarification Keap

Essai gratuit : 14 days with access to all features. No long contract is required to start.

Garantie de remboursement : Keap does not advertise a blanket refund window. Use the trial to test it properly.

📌 Note: Every account includes free migration, onboarding checklists, training webinars and a customer success manager. Keap also sells a one-time Expert Coaching package for $499.

⚠️ Pricing conflict: Our CSV records a single $299/month rate (annually billed). Keap’s public plan pages list three tiers instead — Lite from $79/month, Pro from $169/month and Max from $199/month for 500 contacts, plus $30 per extra user. Your monthly fee also climbs as your contact count crosses each threshold. Confirm the current quote before you buy.

Principaux avantages de Keap

The Keap features below explain the higher price:

  • Automation that saves hours: Keap customers who automate report saving 10 hours per week. They also report a 38% lift in revenue.
  • Créateur de campagne : A visual flowchart tool for building campaigns. Drag and drop tools handle the when-then logic for automated actions.
  • Lead management in one place: Lead capture forms feed a visual pipeline. Lead scoring ranks each new lead by engagement.
  • Money tools built in: Invoicing and payment processing ship with the platform. That removes a separate billing tool from your stack.
  • Email marketing at scale: Tags and segments drive hyper-targeted email marketing campaigns. Keap claims a 99.5% deliverability rate.
  • Fast setup and real help: Some users get the system running in about 20 minutes. Phone support runs Monday to Friday, with chat around the clock.
Les principaux avantages de Keap

Ce que notre équipe a remarqué

Notre écrivain signed up for Keap and spent several days building a test campaign. Here is what stood out from that hands-on time:

Cycle de vie Keap CRM

Avantages et inconvénients de Keap

✅ Avantages
  • Automation, CRM, marketing and payments sit in one system
  • Free migration and a dedicated customer success manager on every plan
  • More than 2,500 third party integrations
  • Landing pages, web forms and checkout forms are included
  • 24/7 chat support plus phone support on weekdays
❌ Inconvénients
  • Pricing is high for a brand new small business
  • Costs climb as your contact count grows
  • The $499 Expert Coaching fee is charged on top
  • The user community is quiet compared to bigger crm platforms

Qu'est-ce que Salesmate ?

Salesmate is a cloud-based CRM for small and mid-sized companies.

It pulls sales, marketing and support into one record per contact.

Sales reps use it to track deals, log calls and book meetings.

Sandy AI drafts emails, summarises calls and scores prospects.

Salesmate serves SaaS, healthcare and more than one immobilier entreprise.

Page d'accueil de Salesmate

The walkthrough below shows the deal board and the reportage screens.

Démonstration et avis sur Salesmate.io CRM (Guide complet)

Runner Up: Salesmate

⭐ 2,5/5 | 💰 À partir de 23 $/utilisateur/mois

Salesmate gives sales teams a visual pipeline, built-in calling and a meeting scheduler. You can start a free trial today for 15 days with no card.

Tarification Salesmate

Salesmate charges per user, so cost tracks your team size.

PlanPrixIdéal pour
Basique23 $/utilisateur/moisSolo sellers tracking contacts and deals
Pro39 $/utilisateur/moisSmall sales teams that need automation and email tracking
Entreprise63 $/utilisateur/moisLarger teams needing sales forecasting and deeper reports

Pricing verified August 2026.

Tarification Salesmate

Essai gratuit : 15 days, no credit card required.

Garantie de remboursement : None published. Salesmate has run a Black Friday promotion of 10% off annual plans.

📌 Note: There is also an Enterprise tier quoted on request. Three seats on Basic cost roughly $69 a month, which is where Salesmate helps small teams save money.

⚠️ Avertissement: Some users report that leads can be deleted when a payment is missed. Export your données on a fixed date each month and keep billing current.

Principaux avantages de Salesmate

Here is where Salesmate earns its place:

  • Contact and deal intelligence: Emails, calls and notes sit on one contact record. That gives a full view of customer interactions.
  • Sandy IA : It handles repetitive tasks like drafting replies and summarising calls. It also qualifies leads.
  • Plus de 700 intégrations : Google Apps, Microsoft Apps, Slack and Zapier integrations all connect. Working inside Gmail is a huge plus for reps who live in their boîte de réception.
  • Appels intégrés : Call recording and voicemail drops come with the platform. No separate phone tool is needed.
  • Less data entry: Salesmate enriches contacts and logs communication automatically. Reps stop typing notes after every call.
  • CRM mobile : Mobile apps give full access to data and activities. Field reps can update deals between visits.
Les principaux avantages de Salesmate

Ce que notre équipe a remarqué

Our writer ran a test pipeline in Salesmate for a week and logged real calls. Here is what stood out:

Expérience personnelle de vendeur

Avantages et inconvénients de Salesmate

✅ Avantages
  • Costs a fraction of Keap per month
  • Reviewers call the support team quick and helpful
  • Custom fields and stages fit unusual sales processes
  • Calling, email tracking and a meeting scheduler are built in
❌ Inconvénients
  • Bugs in the email template editor and automation journeys
  • Weaker than Keap for marketing automation
  • Des signalements font état de prospects supprimés suite à un paiement manqué.
  • No invoicing or checkout tools of its own

Comparaison des fonctionnalités

We compared ten areas that matter when you pick between these two crm platforms.

FonctionnalitéGardezVendeur
Prix ​​initial299 $/mois (annuel)23 $/utilisateur/mois
Essai gratuit✅ 14 jours✅ 15 jours, sans carte
Automatisation du marketing✅⚠️ Basique
Créateur de pages de destination✅❌ Forms only
Facturation et paiements✅❌
Appel intégré✅ Ligne commerciale✅ Calls and recording
Planificateur de réunions✅✅
Intégrations✅ Plus de 2 500✅ Plus de 700
Applications mobiles✅✅
Idéal pourSmall business owners selling and marketing aloneSales teams focused on deals

1. Contact Records and Customer Relationship Management

Keap : Every contact record holds tags, purchase history and notes. Custom fields let you track whatever your company sells. Because billing lives in the same system, you see the full customer journey without opening other apps.

Keap CRM

Vendeur/vendeuse : Contact and deal intelligence merges emails, calls and notes into one view. You can also track companies separately from people, which helps if you sell to several other companies inside one group.

Salesmate Track Companies

2. Sales Pipeline and Deal Tracking

Keap : You can run separate sales pipelines for different offers, and each visual sales pipeline shows where every deal sits. Stages are drag and drop, so you can reorder them as your sales process changes. Automated actions can fire when a deal moves.

Pipeline des ventes pour Keap CRM

Vendeur/vendeuse : Deal management is the core of the product. G2 reviewers say the board is perfectly laid out for daily standups. Pipeline management is where Salesmate stands closest to far pricier systems.

Salesmate Gérer les transactions

3. Automation Builder and Automated Tasks

Keap : The Campaign Builder is a visual flowchart for building campaigns. Templates cover common follow ups, and drag and drop tools handle advanced automations built on when-then rules. Keap automates almost every stage of the sales journey.

Générateur d'automatisation CRM Keap

Vendeur/vendeuse : Automation journeys run multi-channel drip sequences, and chatbots catch website visitors. Sandy AI takes over repetitive tasks like note-taking. Some reviewers report bugs inside journeys that slow productivity.

13 - Chat Messenger - Salesmate

⚠️ Avertissement: Automated tasks only save time if your data is clean. Fix duplicate contacts before you switch anything on.

4. Email Marketing Campaigns

Keap : Tags and segments drive hyper-targeted email marketing campaigns to slices of your contact list. Keap reports a 99.5% deliverability rate on mail sent through the platform. Broadcasts, sequences and cross sells all run from one place.

Marketing par e-mail Keap

Vendeur/vendeuse : Email templates, tracking and bulk sends cover one-to-one selling well. For full marketing automation, reviewers say it is not the strongest option against dedicated software.

Modèles d'e-mails Salesmate

5. Calls, Texts and Meeting Booking

Keap : A dedicated business line keeps work calls and texts off your personal number. Replies land in the same thread as email, so nothing gets lost between systems.

Texte de l'e-mail pour Keap CRM

Vendeur/vendeuse : The meeting scheduler lets prospects book meetings from a link. Built-in calling adds recording and voicemail drops. Sales reps who spend the day on the phone get more from this than from Keap.

Planificateur de réunions Salesmate

6. Lead Capture: Landing Pages vs Web Forms

Keap : The landing page builder ships with the CRM. You can publish one landing page for a single offer, or connect multiple landing pages to different sales campaigns. Checkout forms turn a visitor into a paying customer on the same page.

Pages de destination pour Keap CRM

Vendeur/vendeuse : You get a web form builder instead. Forms embed on your site or go out as links, and submissions create records automatically. There is no page builder, so you will need other tools for multiple landing pages.

10 - Créer des formulaires Web - Salesmate

7. Lead Scoring and Team Collaboration

Keap : Lead scoring rates each prospect by engagement. A high lead score pushes the contact to the top of your list, so a sales team works the warmest names first. Lead management and tracking sit beside the pipeline.

Gestion et suivi des leads Keap

Vendeur/vendeuse : Sandy AI qualifies leads while teammates share notes and tag each other on records. Communication history stays attached to the deal, which helps when a rep leaves and someone new picks it up.

Améliorez la collaboration et la prise de décision au sein de votre équipe grâce à Salesmate CRM.

8. Reporting, Analytics and Forecasting

Keap : Pipeline management reports show conversion rates by stage and campaign. The numbers are aimed at an owner checking growth goals, not at a sales manager running weekly forecast calls.

Gestion des pipelines Keap

Vendeur/vendeuse : Dashboards track sales performance by rep, source and stage. Sales forecasting and goal tracking are stronger here, and the insights are easier to slice for a manager reviewing analytics on Monday morning.

Rapport d'analyse Salesmate

9. AI Tools and Third Party Integrations

Keap : Keap AI drafts email copy and suggests automations from plain language prompts. The platform connects to more than 2,500 third party tools, so most stacks are covered.

Keap AI

Vendeur/vendeuse : Over 700 apps connect, including Google Apps, Microsoft Apps, Slack and Zapier integrations. Salesmate’s platform also exposes all the necessary APIs, so a developer can wire up anything missing.

Intégrez des outils de visioconférence pour vos réunions au sein de Salesmate.

💡 Conseil de pro : List your must-have apps before you buy. If one is missing, ask each support team what they suggest. Both will usually provide alternative options or offer numerous workarounds through Zapier.

10. Tarification et coût

Here are the plans side by side, exactly as our data records them.

PlanGardezVendeur
Plan gratuit❌❌
Entrée—Formule de base : 23 $/utilisateur/mois
Milieu—Pro : 39 $/utilisateur/mois
Haut299 $/mois (facturé annuellement)Entreprise : 63 $/utilisateur/mois
Procès14 jours15 jours, sans carte

Keap : One price covers marketing automation, e commerce features and the CRM together. That is expensive for an entry-level founder and reasonable for an established business already paying for three tools.

Vendeur/vendeuse : Per-user pricing starts low but grows with headcount. Five reps on Pro land near $195 a month, still well under Keap, though you give up invoicing and page building.

Différents scénarios

Si vous avez besoinChoisirPourquoi
The lowest monthly feeVendeurStarts at $23 per user
Automatisation du marketingGardezCampaign Builder and segments
Facturation et traitement des paiementsGardezBilling is built in
Heavy phone sellingVendeurCalling, recording, scheduler
Landing pages and checkout formsGardezPage builder included
Sales forecasting by repVendeurDeeper sales performance reports

💰 Votre budget

Keap asks for a serious commitment before you have proven the model. Salesmate lets a two-person team start for less than fifty dollars a month.

🔌 Votre pile technologique

Keap replaces several accounts at once, which cuts your tool count. Salesmate assumes you already run other apps and gives you various options for connecting them.

📈 Your Business Strategy

If growth depends on nurturing a list into repeat business, Keap fits your business strategy better. If growth depends on reps closing more deals by phone, pick Salesmate.

🎓 Votre niveau d'expérience

Salesmate is the more user friendly first CRM, and you can train users in an afternoon. Keap offers free migration, onboarding checklists and training webinars to cover its steeper start.

🆓 Essais et démos gratuits

Load fifty real contacts into both trials, not dummy data. Build one workflow in each and see which one you actually finish.

🛟 Options d'assistance

Keap runs 24/7 chat, email and weekday phone support with a success manager attached. Salesmate leans on chat and email, and reviewers rate the response speed highly.

💡 What reviewers say: After extensive research across G2 and Trustpilot, one reviewer who had tried at least six others described Salesmate as their fourth CRM in three years and said they absolutely love Salesmate’s help desk. Salesmate holds 4.1 / 5 on Trustpilot. When our writer needed assistance, a reply arrived the same day.

Guide de changement

Already on one of them? Here is what changes if you move.

🔄 Vous passez de Keap à Salesmate ?

✅ Ce que vous y gagnerez :

  • A far smaller bill, especially for one or two seats
  • Better calling, email tracking and task management for reps
  • Sharper forecasting to help the team close more deals

❌ Ce que vous perdrez :

  • The landing page builder and checkout forms
  • Invoicing and payment processing inside the CRM
  • Deep marketing automations that nurture a cold list

📋 Comment changer :

  1. Export contacts, tags and open deals from Keap as CSV files
  2. Create your Salesmate account and rebuild pipeline stages first
  3. Import the data, map custom fields, then rebuild your follow ups
🔄 Vous passez de Salesmate à Keap ?

✅ Ce que vous y gagnerez :

  • Campaigns that score leads and increase conversions automatically
  • Landing pages and forms that bring in more leads
  • Free migration help, so you do not move the data alone

❌ Ce que vous perdrez :

  • Low per-seat pricing as the team grows
  • Sandy AI and its call summaries
  • Rep-level dashboards built for sales managers

📋 Comment changer :

  1. Export contacts and deals from Salesmate, and check the file for gaps
  2. Book the free migration session included with your Keap plan
  3. Rebuild one campaign at a time and test before you send

Ce que notre analyse n'a pas couvert

We looked at both products as a small business would use them, on standard plans. We did not audit data security controls, test bulk imports of six-figure contact lists, or price out custom enterprise quotes. Our notes reflect the August 2026 versions, and both companies ship changes often. If you manage a large team or work in a regulated field, your priorities will differ from ours.

Verdict final

CatégorieGagnant
💰 TarificationVendeur
🚀 AutomatisationGardez
📣 Email MarketingGardez
📞 Calling and MeetingsVendeur
🧲 Lead CaptureGardez
📊 SignalementVendeur
💳 Payments and InvoicingGardez
🔌 IntégrationsGardez
🏆 Vainqueur toutes catégoriesGardez

🏆 GAGNANT : KEAP

Keap wins 5 of 8 categories. The Keap CRM editor’s rating is 4.2 out of 5, against 2.5 for Salesmate.

Idéal pour : solopreneurs, service businesses selling online, and owners who run marketing and sales themselves

These two products answer different questions. Keap asks how you turn strangers into customers without hiring staff. Salesmate asks how your reps manage the deals they already have.

Salesmate is the better buy for a phone-heavy team on a tight budget. It is cheaper, it is quicker to learn, and its reports help a manager coach reps.

We recommend Keap CRM for anyone who needs sales automation and marketing in one system. It is not the meilleur CRM for every buyer, but it is the one that removes the most tools from your bill and helps you build lasting customer relationships over time.

Comparaison avec Keap

Here is how Keap holds up against the rivals buyers shortlist most often:

Keap contre GoHighLevel

Keap gagne sur : gentler setup for non-agencies, free migration on every plan, and cleaner invoicing for service businesses

GoHighLevel gagne sur : unlimited sub-accounts, white-label resale, and a lower monthly fee for agencies running client campaigns

Keap contre HubSpot

Keap gagne sur : built-in payments, contact-based pricing that ignores seat count, and a business line for texts

HubSpot l'emporte sur : a usable free tier, reporting depth, and a much larger app marketplace with more mature documentation

Keap contre ActiveCampaign

Keap gagne sur : quoting and checkout in the same tool, phone support on weekdays, and onboarding done for you

ActiveCampaign remporte la victoire sur : cheaper entry pricing, finer email segmentation, and better deliverability controls for large sends

Keap contre Pipedrive

Keap gagne sur : marketing depth, landing pages, and running an entire small business from one login

Pipedrive l'emporte sur : price per seat, a simpler deal board, and faster onboarding for a pure sales team

Comparaison de Salesmate

Salesmate competes with a crowded field of mid-priced crm software. The video below covers the closest alternatives.

Les meilleurs outils CRM pour vos besoins

Salesmate vs Pipedrive

Salesmate l'emporte sur : calling and voicemail drops included, a built-in meeting scheduler, and chatbots for web visitors

Pipedrive l'emporte sur : a bigger partner network, steadier release quality, and more third-party training material

Comparaison des CRM Salesmate et Freshsales

Salesmate l'emporte sur : pipeline customisation, Gmail-side workflows, and a shorter setup for a first-time buyer

Freshsales remporte des victoires sur : a free starting tier, tighter helpdesk links, and broader language support

Salesmate vs Monday CRM

Salesmate l'emporte sur : sales-specific fields out of the box, native dialler, and cheaper entry seats

Lundi, CRM remporte la victoire sur : board flexibility for non-sales work, project views, and a slicker mobile experience

Foire aux questions

À quoi sert Keap ?

Small businesses use it to store contacts, send email campaigns, score leads, book payments and automate follow-up. It replaces a separate CRM, mailer and billing tool.

À quoi sert Salesmate ?

Sales teams use it to manage pipelines, call prospects, track email opens and forecast revenue. It suits reps who sell by phone and inbox rather than by newsletter.

Keap est-il facile à utiliser ?

Basic setup can take about 20 minutes, and onboarding help is included. Building advanced campaigns takes longer, which is why a success manager comes with each plan.

Qu'y a-t-il de mieux que Keap ?

It depends on the job. Salesmate is better for cheap pipeline work, ActiveCampaign for email depth, GoHighLevel for agencies, and HubSpot for reporting across bigger teams.

Quelle est la plateforme CRM numéro 1 ?

By market share it is Salesforce. For a small business weighing these two, our pick is Keap at 4.2 out of 5, with Salesmate at 2.5.

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