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Keap vs Capsule CRM 2026: I Tested Both — Here’s the Truth

da | Last updated Aug 30, 2026

Vincitore
mantenere
4.2
  • Portali clienti personalizzati con tracciamento dei progetti
  • 99.5% Deliverability Claim
  • Consente di risparmiare 10 ore a settimana
  • Elaborazione di fatturazione e pagamenti
  • Pagina di destinazione Costruttore Incluso
  • Prova gratuita di 14 giorni
  • 299 dollari al mese (fatturazione annuale)
Secondo classificato
capsula
4.0
  • Comitati di gestione del progetto
  • e app mobile Android
  • Project Boards After the Sale
  • App mobili per iOS e Android
  • Pipeline di vendita personalizzate
  • Google Workspace & 365 Sync
  • Piani a pagamento a partire da 18 $/utente/mese

⚡ Verdetto rapido:

  • Prezzi: Keap costs $299/month (annually billed). Capsule CRM starts free, then $18/user/month.
  • Ideale per: Keap for sales and marketing automazione with invoicing and payment processing. Capsule for simple contact management.
  • Differenza fondamentale: Keap includes a landing page builder, lead scoring, and email campaigns. Capsule leaves that to third party tools.
  • La nostra scelta: Keap, because one dashboard replaces three or four separate apps.
Keap vs Capsule CRM Comparison

Questi due CRM platforms are not built for the same buyer.

Keap CRM bundles customer relationship management with marketing automation and e commerce tools.

Capsule CRM does one job well and stays out of your way.

The price gap between them is wide.

Quindi il vero domanda is how much automation your business actually needs.

Panoramica

This Keap vs Capsule CRM comparison covers pricing, key features, and ease of use.

We also break down which sales teams each CRM system suits.

Nostro scrittore spent hands-on time inside the Keap app.

Notes on Capsule come from its documentation and G2 reviews.

Our Keap CRM editor’s rating sits at 4.2, with Capsule at 4.0.

Che cos'è Keap?

Keap is a CRM platform built for small Attività commerciale sales and marketing automation.

It was formerly known as Infusionsoft and rebranded around small business automation.

The software combines CRM, email marketing, sales automation, and e commerce in one dashboard.

You can score leads, send email campaigns, and collect payments without leaving it.

Keap says setup takes as little as 20 minutes.

Introduzione a Keap

The short walkthrough below shows the Keap app in action.

Include inoltre uno strumento di scrittura basato sull'intelligenza artificiale per creare testi di marketing più velocemente.

⭐ 4,2/5 | 💰 299 $/mese (fatturazione annuale)

Keap automates almost every stage of the sales journey. Customers who use its automated tasks report saving 10 hours a week.

Prezzi Keap

Keap plans are priced by contact volume, not by seat, and billed annually.

PianoPrezzoIdeale per
Mantenere299 dollari al mese (fatturazione annuale)Piccole imprese running sales and marketing from one system
Extra users$30 per user per monthGrowing sales teams adding seats
Coaching di esperti499 dollari una tantumOwners who want guided onboarding

Pricing verified August 2026.

Prezzi Keap

Prova gratuita: 14 days, with all the features unlocked during the trial.

Garanzia di rimborso: None advertised. The trial is your test window, so use it fully.

📌 Nota: Onboarding includes free migration, checklists, training webinars, and a dedicated customer success manager on every plan.

⚠️ Pricing conflict flagged: Our CSV lists a single $299/month annual price. Keap’s public site shows three Keap plans instead: Lite from $79/month, Pro from $169/month, and Max from $199/month, each for 500 contacts. We use the CSV figure in every table and card here. Confirm your monthly fee on the checkout page before you pay annually, because the price climbs as your contact list grows.

Principali vantaggi di Keap

Here is what Keap offers that lighter CRM providers skip:

  • Strumento per la creazione di campagne: A visual flowchart tool for building campaigns with drag and drop tools. Advanced automations run on simple when-then logic.
  • Tempo risparmiato: Keap says automation users save 10 hours per week and report a 38% revenue lift.
  • Money in the door: Built-in invoicing and payment processing, plus checkout forms for e commerce businesses.
  • Lead capture: Every web form, landing page, and appointment feeds the same contact record.
  • Business line: A separate number for calls and texts keeps personal and work messages apart.
  • Consegnabilità: Keap claims a 99.5% deliverability rate on email sent through the platform.
  • Portata: More than 2,500 third party integrations, so your existing stack still works.
Mantieni i vantaggi principali

Cosa ha notato il nostro team

Our writer signed up for Keap and spent several days building campaigns, tagging a new lead, and testing automated actions. Here is what stood out:

Ciclo di vita Keap CRM

Vantaggi e svantaggi di Keap

✅ Pro
  • Automates the full sales process, from lead capture to repeat business
  • Invoicing and payment processing are built in, not bolted on
  • Free migration, training webinars, and a customer success manager on every plan
  • 24/7 chat plus phone support on weekdays for U.S. customers
  • Landing page builder and web forms remove the need for extra software
❌ Contro
  • Pricing is steep for new small businesses on a tight budget
  • The $499 Expert Coaching fee is a real cost for many buyers
  • Costs climb once your contact list crosses each threshold
  • The user community exists but is not very active

Che cos'è Capsule CRM?

Capsule CRM is a cloud-based CRM software for small to medium businesses.

It centralizes customer data for people and organisations in one place.

Each contact record holds communication history, notes, and social profiles.

The team calls this approach powerful simplicity, and it shows.

Most teams get running without a dedicated account manager or admin.

Account management, project management, and customer interactions all sit in one screen.

Homepage di Capsule

Here is a quick tour of the Capsule account setup.

Capsule CRM - Recensione e dimostrazione

CRM a capsule

⭐ 4.0/5 | 💰 Piano gratuito, poi 18 $/utente/mese

A great tool for keeping track of deals without training your team. The free version covers 250 contacts and two users.

Prezzi di Capsule CRM

Capsule CRM cost scales per user, so small teams stay cheap.

PianoPrezzoIdeale per
Gratuito$0Solo founders with up to 250 contacts and 2 users
Antipasto$ 18/utente/meseFirst paid plan for a small sales team
Crescita$ 36/utente/meseTeams needing multiple sales pipelines and segnalazione utensili

Pricing verified August 2026.

Prova gratuita: 14 days on any paid plan, plus a permanent free plan.

Garanzia di rimborso: None listed. You can downgrade to the free version instead.

📌 Nota: The free version caps storage at 50MB and drops reporting features. Paid tiers add contacts, storage, and advanced features.

⚠️ Pricing conflict flagged: Our CSV lists three tiers. Capsule’s site shows five, adding Advanced at $60 and Ultimate at $75 per user per month, with Starter at $21 and Growth at $38 on monthly billing. The $18 and $36 rates apply when you pay annually, which saves up to 15%. Every figure in this article follows the CSV.

Principali vantaggi di Capsule CRM

Here is where Capsule earns its place among simple CRM platforms:

  • Gestione dei contatti: One view of every client interaction, so nobody repeats a call. Custom fields and tags shape records around your business.
  • Schede di progetto: Post-sale delivery work links straight to won sales opportunities.
  • Tracks: Templated task lists cover repeatable work like onboarding. Higher tiers add multi-step workflow automations.
  • Integrazioni: Xero, QuickBooks, and Mailchimp are native, with 1,000+ more apps through Zapier.
  • Google Workspace: Add contacts and manage tasks from Gmail, plus Microsoft 365 access to events.
  • Sales analytics: A dashboard covering conversion rates, pipeline health, and revenue forecasting.
  • Applicazioni mobili: iOS and Android apps handle tasks and contacts away from your desk.

Cosa ha notato il nostro team

Note: We have not had extended hands-on time with Capsule yet. Everything above comes from Capsule’s documentation and published user reviews on G2 and Capterra.

Vantaggi e svantaggi di Capsule CRM

✅ Pro
  • Clean, user friendly layout that needs almost no training
  • Free plan covers 250 contacts, which suits startups and non profits
  • Contact management and sales pipeline tools are praised in G2 reviews
  • Project boards keep delivery work beside the deal that created it
❌ Contro
  • Thinner feature set than heavier CRM software in the same market
  • Email tracking asks you to BCC an address, which gets tedious
  • Support runs on email, with no live chat or help desk line
  • Sync with Google Workspace and Microsoft 365 only runs one way

Confronto delle funzionalità

Ten rounds decide this one. Each round covers a job small business owners actually do every week, from lead management to invoicing.

CaratteristicaMantenereCRM a capsule
Prezzo di partenzaIl costo di Zendesk aumenta in base alle dimensioni del team. I team di supporto numerosi potrebbero scoprire che il prezzo per agente si accumula rapidamente nei piani tariffari più elevati.$ 18/utente/mese
Piano gratuito
Automazione del marketing✅ (base)
Punteggio dei lead
Generatore di landing page
Elaborazione di fatturazione e pagamenti
Bacheche di progetto
❌ Limitato sui piani tariffari inferiori
Integrazioni2,500+60+ native
Ideale perAutomazione delle vendite e del marketingGestione semplice dei contatti

1. Gestione dei contatti

Mantenere: Every contact record carries tags, custom fields, and full history. Tags drive the automations, so how you organize customers here decides what the rest of the CRM platform can do.

Keap CRM

CRM in capsule: Capsule centralizes emails, calls, and files in one hub, giving a 360-degree view of each account. Contact records support custom fields too, and the layout stays readable at a glance.

Gestione dei contatti della capsula

2. Gestione della pipeline di vendita

Mantenere: A visual sales pipeline shows deal stages and moves records forward with drag and drop. Stage changes can fire automated tasks, so the sales process keeps moving without a manager chasing it.

Pipeline di vendita per Keap CRM

CRM in capsule: You can build multiple sales pipelines that match different sales cycles. Sales opportunities carry values and close dates, and won deals hand off to project boards for delivery.

Pipeline di vendita delle capsule

3. Automation Builder

Mantenere: The Campaign Builder is a flowchart canvas for advanced automations. Ready-made templates cover follow-up, cross sells, and reminders, and automated actions trigger on customer behavior rather than a calendar.

Generatore di automazione CRM Keap

CRM in capsule: Tracks handle repeatable business processes as templated task lists. Multi-step workflow automations sit on higher tiers, and they cover reminders and handoffs rather than full customer journey branching.

Monitoraggio delle attività

💡 Consiglio da professionista: Map your workflow on paper first. Both automation engines punish vague plans, and Keap’s is deep enough to build a mess you will need help unwinding.

4. Email Marketing and Campaigns

Mantenere: Email marketing campaigns run on CRM tags and segments, so messages stay targeted. Broadcasts, sequences, and sales campaigns all live inside the same tool, which helps increase conversions from cold lists.

Keap EMAIL MARKETING

CRM in capsule: Marketing campaigns run through the Transpond integration or Mailchimp. It works, but you manage email campaigns in a second app instead of one dashboard.

✅ Come inviare email con Capsule CRM🔴

5. Lead Management and Lead Scoring

Mantenere: Lead scoring rates each prospect by engagement, so your sales team calls the warmest names first and lead generation spend works harder. That single feature is why many owners recommend Keap CRM over lighter tools.

Gestione e monitoraggio dei lead Keap

CRM in capsule: There is no automatic lead score here. You score leads yourself with custom fields and tags, which is fine at low volume and painful at high volume.

Capsule - Come aggiungere campi personalizzati

6. Landing Pages and E-commerce

Mantenere: The landing page builder ships with the plan. You can connect multiple landing pages to one campaign, or run a single offer from one landing page, and checkout forms turn traffic into paid orders.

Pagine di destinazione per Keap CRM

CRM in capsule: No landing pages and no e commerce features here. Capsule leans on 60+ native links plus other integrations through Zapier, so third party tools cover the gap.

Integrazione di WPForms con Capsule CRM | Tutorial passo passo | Bit Integrations

⚠️ Avvertimento: Capsule’s Google Workspace and Microsoft 365 sync runs one way. Updates you make in Capsule do not flow back, so treat it as a link rather than a full integration.

7. Reporting e analisi

Mantenere: Pipeline management reports show where deals stall and which campaigns bring more leads. The numbers tie back to tags, so you can trace revenue to the automation that earned it.

Gestione della pipeline Keap

CRM in capsule: Core features cover conversion rates, pipeline health, and forecasting. Reporting tools are locked behind paid plans, so the free version cannot generate reports at all.

Sei redditizio? Come utilizzare gli strumenti di analisi delle vendite di Capsule CRM

8. Ease of Use and AI Tools

Mantenere: Keap AI drafts email copy and suggests automations from plain language prompts. The trade-off is depth: more screens, more settings, and a longer first week than lighter tools.

Keap AI

CRM in capsule: The minimalist layout is the selling point. Reviewers repeatedly call it user friendly, and other team members can pick it up the same afternoon without training.

Demo di Capsule CRM e tutorial completo per ottimizzare i processi aziendali.

9. Mobile Apps and Communication

Mantenere: Email and testo live side by side, and the dedicated business line keeps work numbers separate from personal ones. Automated follow-ups fire from either channel.

Testo e-mail per Keap CRM

CRM in capsule: The iOS and Android mobile apps handle contacts and tasks on the road. Email tracking still needs a BCC address, which reviewers flag as the clumsiest part of daily use.

L'app Capsule CRM: come configurarla e cosa puoi fare con essa!

10. Prezzi e costi

Here are both price lists side by side, straight from our data file. Our full Keap review and Capsule CRM review pages go deeper on each plan.

Base di conoscenze incentrata sul contesto localeMantenereCRM a capsule
Gratuito$0
Piano base a pagamento299 dollari al mese (fatturazione annuale)0 $ (trascrizione di 1 ora)
Livello superioreSame plan, priced by contactsPipedrive è ideale per team di vendita di piccole e medie dimensioni che desiderano un CRM intuitivo e visivo. È perfetto per i team che danno priorità a una configurazione rapida, alla chiarezza della pipeline e all'assistenza 24 ore su 24, 7 giorni su 7.
Extra seat$30 per user per monthIncluso nel prezzo a posto
Onboarding$499 Expert Coaching (optional)Self-service

Mantenere: The monthly fee looks brutal next to per-seat CRM providers. It buys marketing automation, e commerce tools, and support, so the fair comparison is Keap against three or four subscriptions combined.

CRM in capsule: A three-person team on Starter pays $54 a month. Add a mail tool and the total still lands far under Keap, which is why budget-first buyers pick Capsule.

Diversi scenari

Se hai bisognoSceglierePerché
The lowest costCRM a capsuleFree plan, then $18 per user
Sales and marketing in one appMantenereAutomation and email included
Elaborazione della fatturazione e dei pagamentiMantenereBuilt into the platform
Delivery work after the saleCRM a capsuleProject boards linked to deals
Pipedrive è il CRM che i team di vendita adorano usare. Mette in primo piano le tue trattative con una pipeline drag-and-drop. Ottieni insight basati sull'intelligenza artificiale, email marketing e oltre 400 integrazioni, il tutto senza una curva di apprendimento ripida.MantenereWeekday calls for U.S. customers
Fastest team adoptionCRM a capsuleNo admin or training needed

💰 Il tuo budget

Keap’s price is hard for a first-year business to justify. Capsule is the cheaper start, especially for liberi professionisti and non profits.

🔌 Il tuo stack tecnologico

Keap connects to more than 2,500 platforms. Capsule covers Xero, QuickBooks, Mailchimp, and Google Workspace, which was called G Suite before the rename.

📈 Your Business Strategy

If growth goals depend on nurturing cold leads, Keap does that work. If your revenue comes from referrals and repeat business, Capsule is enough.

🎓 Il tuo livello di esperienza

Keap gives you a customer success manager, checklists, and training webinars. Capsule expects you to figure it out, which most people manage in an hour.

🆓 Prove e demo gratuite

Both give you 14 days. Load real customer data during the trial, because empty pipelines make every CRM look identical.

🛟 Opzioni di supporto

Keap runs 24/7 chat, email, and weekday phone lines. Capsule answers by email only, so urgent problems wait in a queue.

Guida al passaggio

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

🔄 Passare da Keap a Freshsales CRM?

✅ Cosa otterrai:

  • A much lower bill, starting with a free plan
  • Project boards that carry won deals through delivery
  • A simpler screen your whole team will actually open

❌ Cosa perderai:

  • Lead scoring and behavior-based automated tasks
  • The landing page builder, web forms, and checkout forms
  • Invoicing, payments, and the dedicated business line

📋 Come effettuare il passaggio:

  1. Export contacts, tags, and notes from Keap as CSV files
  2. Open a Capsule account and map tags to custom fields
  3. Rebuild live campaigns in Mailchimp or Transpond before you cancel
🔄 Stai pensando di passare da Close CRM a Keap?

✅ Cosa otterrai:

  • Marketing automation and email marketing in the same system
  • Lead capture pages and payments without extra software
  • Free migration help and a customer success manager

❌ Cosa perderai:

  • The free version and the low per-seat cost
  • App mobile pulita per iOS e
  • The stripped-back screen your team learned in a day

📋 Come effettuare il passaggio:

  1. Export contacts and sales opportunities from Capsule
  2. Start the 14-day trial and ask for the free migration
  3. Rebuild one campaign first, then move the rest

Cosa non è stato trattato nella nostra recensione

We looked at both tools as a small business owner would, not as an enterprise buyer. We did not test API work, bulk licensing, or Capsule’s premium integrations on its top tiers. Our notes reflect the August 2026 versions. If you manage 50 users or run a regulated industry, your priorities will differ from ours.

Verdetto finale

CategoriaVincitore
💰 PrezziCRM a capsule
🚀 AutomazioneMantenere
📧 Email MarketingMantenere
Segui i consigli di POP per migliorare i contenuti esistentiMantenere
👶 Facilità d'usoCRM a capsule
🔌 IntegrazioniMantenere
📊 SegnalazioneCravatta
🏆 Vincitore assolutoMantenere

💳 Pagamenti integrati

Keap wins 4 of 7 categories.

Ideale per: sales and marketing automation, e commerce businesses, service firms that bill from the CRM

There is no perfect CRM here, only a fair trade. Keap costs more and asks for a week of setup, then hands you automation, invoicing, and lead scoring in one place.

There is no single miglior CRM for every buyer. Use Capsule if you only need somewhere clean to park customer records. It is honest about being simple, and that honesty is why small teams stay on it for years.

We recommend Keap CRM when automation will pay for itself. Ten hours a week back, by Keap’s own numbers, covers the fee for most established businesses.

Più di Keap a confronto

Here is how Keap features hold up against other CRMs buyers shortlist:

Keap contro HubSpot

Keap vince su: built-in invoicing, a flat price with no per-seat surprise, hands-on onboarding with free migration

HubSpot vince su: a genuinely usable free tier, deeper reporting features, a larger library of add ons

Keap contro Campagna attiva

Keap vince su: payments and checkout in the same tool, a dedicated business line, phone support for U.S. accounts

ActiveCampaign vince su: cheaper entry pricing, finer email split testing, more send-time controls

Keap contro Pipedrive

Keap vince su: marketing automations out of the box, lead scoring, e commerce tools

Pipedrive vittorie su: per-user pricing, a faster learning curve, tighter deal forecasting

Keap contro GoHighLevel

Keap vince su: a steadier interface, stronger onboarding, clearer contact-based plans

GoHighLevel vittorie su: agency sub-accounts, white labeling, unlimited client workspaces

Maggiori informazioni su Capsule CRM a confronto

And here is where Capsule lands against three rival CRM platforms.

Capsule CRM contro HubSpot

Capsule vince su: predictable per-seat cost, faster setup, project boards for delivery work

HubSpot vince su: marketing automation depth, native email campaigns, richer dashboards

Capsule CRM contro Zoho CRM

Capsule vince su: a cleaner screen, quicker adoption, less setup work before your first deal

Zoho vince su: lower per-user rates, built-in analytics, a wider suite of connected apps

Capsule CRM vs Freshsales

Capsule vince su: simpler daily use, Tracks for repeatable work, Xero and QuickBooks links

Freshsales vince su: built-in calling, AI deal insights, an in-app help desk channel

Domande frequenti

A cosa serve Keap?

Small businesses use it to organize leads, automate follow-up, send email campaigns, and take payments. It replaces several separate apps with one system.

Keap è facile da usare?

Basic setup takes about 20 minutes. Deeper automation work takes longer, which is why onboarding includes checklists, videos, and a success manager.

Keap è la scelta giusta se hai bisogno di automazione del marketing, campagne email, lead scoring e pagamenti, tutto in un'unica piattaforma.

It stores contacts, tracks sales opportunities, and manages tasks for small and medium teams. Think tidy record keeping rather than heavy automation.

Quanto costa Capsule CRM?

Nothing for up to 250 contacts and two users. Paid tiers run $18 per user monthly on Starter and $36 on Growth.

Cosa c'è di meglio di Keap?

Nothing is better for everyone. Capsule beats it on price and simplicity, HubSpot on free features, Pipedrive on pure deal tracking.

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