⚡ Quick Verdict:
- Pricing: Keap is priced at $299/month (billed annually) vs Agile CRM’s free plan (paid from $8.99/month)
- Best for: Keap for small businesses needing deep sales and marketing automation; Agile CRM for budget-conscious teams wanting an all-in-one CRM
- Key difference: Keap has a dedicated Campaign Builder and invoicing tools; Agile CRM includes a free plan and built-in helpdesk
- Our pick: Keap for most small businesses — stronger automation, better support, and a 99.5% email deliverability rate
Small businesses need a CRM that does more than store contacts.
They need one that automates follow-ups, tracks deals, and converts leads.
Keap and Agile CRM both promise to do that.
But they target different budgets and different levels of complexity.
Here’s how to choose the right one for your business.
Overview
Keap vs Agile CRM comparison covers pricing, core features, and ease of use for both platforms.
We also looked at sales automation, email marketing, and support quality.
Our sources include published documentation, pricing pages, and user reviews from G2.
Both tools have a Personal Experience block below, so you’ll see real hands-on observations for each.
What is Keap?
Keap is a CRM and sales automation platform built for small businesses.
It was formerly known as Infusionsoft before rebranding to reflect its small business focus.
The platform combines customer relationship management, email marketing, and e-commerce tools in one place.
It includes a visual Campaign Builder for creating automated sales and marketing workflows.
Keap also has built-in invoicing, payment processing, and a dedicated business phone line.
Keap
Keap automates your entire sales process from lead capture to payment. It’s built for small businesses that want to stop doing manual follow-up and start closing more deals.
Keap Pricing
Here’s what Keap costs in 2026. All plans are billed annually.
| Plan | Price | Best For |
|---|---|---|
| Standard | $299/month (Billed Annually) | Small businesses needing full CRM and automation |
Pricing verified April 2026.
Free trial: Yes — 14-day free trial with access to all features. No credit card required.
Money-back guarantee: Keap does not publicly advertise a money-back guarantee — check current terms before purchasing.
📌 Note: Keap charges a one-time Expert Coaching fee of $499 for personalized onboarding. This is optional, but includes a dedicated customer success manager to help you set up your account.
⚠️ Warning: Keap is billed annually at $299/month. There is no monthly billing option listed — confirm current terms on Keap’s website before purchasing.
Key Benefits of Keap
Here’s what makes Keap worth considering for small businesses:
- Advanced Automation Builder: Keap’s visual Campaign Builder lets you create “when-then” workflows using drag-and-drop tools. Users report saving an average of 10 hours per week on repetitive tasks.
- Built-in Invoicing and Payments: You can send invoices and accept payments directly inside Keap. This removes the need for a separate billing tool in your sales process.
- Lead Scoring: Keap scores each prospect based on engagement level. This helps your sales team focus on leads most likely to convert.
- 99.5% Email Deliverability: Keap claims a 99.5% deliverability rate for emails sent through its platform. That means your email marketing campaigns are far less likely to land in spam.
- Dedicated Business Line: Keap includes a separate phone line for calls and texts. This keeps your personal and professional communications separate.
- E-commerce Tools: Keap supports landing pages, checkout forms, and payment integrations. Small e-commerce businesses can manage their entire customer journey in one place.
What Our Team Noticed
Our writer signed up for Keap and explored the platform’s automation and CRM features. Here’s what stood out:
Keap Pros & Cons
✅ Pros
- Powerful visual Campaign Builder with drag-and-drop tools and ready-made templates
- Built-in invoicing and payment processing — no third-party billing tool needed
- Dedicated customer success manager included with every plan
- Over 2,500 third-party integrations available
- AI-powered tools that draft email copy and suggest automation workflows
❌ Cons
- High monthly fee — not ideal for new businesses or very small budgets
- Pricing scales up significantly as contact count grows
- One-time $499 onboarding fee for Expert Coaching adds upfront cost
- No free plan — only a 14-day trial
What is Agile CRM?
Agile CRM is a cloud-based, all-in-one CRM platform for small and medium businesses.
It combines sales, marketing, and customer service features in a single interface.
The platform has been in operation since 2013 and is used by over 15,000 customers globally.
Agile CRM includes contact management, email marketing, sales pipelines, and a built-in helpdesk.
It also has a free plan for up to 10 users, which makes it attractive for early-stage teams.
Agile CRM
Agile CRM gives small teams a full sales and marketing platform at a fraction of the cost of most CRM tools. It includes a free plan, built-in telephony, and sales gamification features.
Agile CRM Pricing
Here’s what Agile CRM costs in 2026. It has four tiers including a free version.
| Plan | Price | Best For |
|---|---|---|
| Free | Free | Very small teams (up to 10 users) |
| Starter | $8.99/user/month | Small businesses starting with CRM |
| Regular | $29.99/user/month | Growing teams needing more automation |
| Enterprise | $47.99/user/month | Larger teams needing full feature access |
Pricing verified April 2026.
Free trial: Yes — Agile CRM offers a free plan with no time limit for up to 10 users.
Money-back guarantee: Agile CRM does not publicly advertise a standard money-back guarantee — review current terms before committing to a paid plan.
📌 Note: Agile CRM’s free plan includes contact management, deals tracking, and email marketing for up to 10 users. This is one of the more generous free tiers in the CRM market.
⚠️ Warning: Some users report that email deliverability on Agile CRM has declined significantly, with some describing the email sending feature as unreliable for extended periods. Test this carefully on the free plan before upgrading.
Key Benefits of Agile CRM
Here’s what makes Agile CRM stand out as an affordable all-in-one option:
- Free Plan Available: Agile CRM offers a free plan for up to 10 users with no time limit. This gives small teams a real chance to evaluate the platform without spending anything.
- Sales Gamification: Agile CRM includes leaderboards and badges to motivate your sales team. This feature is less common in other CRM platforms at this price point.
- 360-Degree Contact View: Every contact record shows a complete history of interactions across email, calls, and web activity. This helps your sales team understand the full customer journey at a glance.
- Built-in Telephony: Agile CRM includes phone call features directly in the platform. Sales teams can make and log calls without switching between tools.
- Helpdesk Included: Agile CRM’s customer service module handles ticketing and automates support workflows. This is included in the platform — no separate tool needed.
- Calendar Booking: Leads can book meetings directly on your calendar through Agile CRM. It syncs with Google Calendar and Outlook for easy scheduling.
What Our Team Noticed
Our writer signed up for Agile CRM and explored its contact management, automation, and email tools. Here’s what stood out:
Agile CRM Pros & Cons
✅ Pros
- Generous free plan for up to 10 users with no time limit
- Affordable paid plans starting at $8.99/user/month
- All-in-one platform covering sales, marketing, and customer service
- Sales gamification features including leaderboards and badges
- Built-in telephony and helpdesk — no add-ons required
❌ Cons
- Email deliverability issues reported by multiple users — reliability concerns
- Customer support can be inconsistent, with varying answers across agents
- Email template builder is inflexible and limited in design options
- Limited customization for larger businesses needing custom fields and data mapping
Feature Comparison
Let’s break down how Keap and Agile CRM compare across nine key categories.
| Feature | Keap | Agile CRM |
|---|---|---|
| Starting Price | $299/month (annually) | Free ($8.99/month paid) |
| Free Plan | ❌ | ✅ (up to 10 users) |
| Visual Automation Builder | ✅ | ✅ |
| Lead Scoring | ✅ | ✅ |
| Built-in Invoicing | ✅ | ❌ |
| Landing Page Builder | ✅ | ✅ |
| Built-in Telephony | ✅ (business line) | ✅ (built-in telephony) |
| Helpdesk / Ticketing | ❌ | ✅ |
| Sales Gamification | ❌ | ✅ |
| Best For | Small business automation | Budget-conscious all-in-one CRM |
1. Automation Builder
Keap: Keap’s Campaign Builder is a visual flowchart tool that lets you map out “when-then” automation scenarios using drag-and-drop blocks. You can automate email follow-ups, notifications, and task assignments based on customer actions. The platform includes a broad library of workflow templates so you don’t have to start from scratch. According to Keap’s documentation, users of its automation features save an average of 10 hours per week.
Agile CRM: Agile CRM includes a drag-and-drop automation builder for creating email sequences and workflow triggers. It supports automation for follow-ups, lead scoring updates, and data entry tasks. The interface is straightforward, though some users find it less flexible than Keap’s Campaign Builder for complex, multi-step sequences.
2. CRM and Contact Management
Keap: Keap keeps all customer data in a single contact record — notes, emails, purchase history, and tasks. The platform is designed to consolidate your entire sales process so nothing falls through the cracks. It also includes custom fields for organizing contacts your way.
Agile CRM: Agile CRM provides a 360-degree view of each contact, showing all interactions across email, calls, and web activity. The contact record includes social media data and timeline history. However, users with complex data needs have noted that custom fields and data mapping have limitations compared to more enterprise-focused CRM platforms.
3. Email Marketing
Keap: Keap’s email marketing campaigns support hyper-targeted messaging using CRM tags and contact segments. You can build sales campaigns that trigger based on contact actions, with a claimed 99.5% email deliverability rate. The AI tools in Keap can also draft email copy based on natural language prompts, speeding up campaign creation.
Agile CRM: Agile CRM supports email marketing with A/B testing and personalization features. The email template builder is easy to use but inflexible in terms of design. Multiple users have reported declining email deliverability, with some noting weeks of unreliable email sending — a concern worth testing before committing to a paid plan.
⚠️ Warning: Email deliverability is one of the most important factors in any CRM’s email marketing tools. Keap’s published 99.5% rate is a significant advantage over Agile CRM, where user reviews have flagged reliability problems.
4. Sales Pipeline Management
Keap: Keap provides a visual sales pipeline view with drag-and-drop deal management. Lead scoring adds another layer — Keap evaluates each prospect’s engagement level and assigns a score to help your sales team prioritize. The pipeline connects directly to automation, so deals can trigger follow-up sequences automatically.
Agile CRM: Agile CRM includes a visual sales pipeline where you can track deals across custom stages. It supports sales forecasting to give managers a view of projected revenue. The gamification layer — leaderboards and badges — adds a competitive element that can motivate sales teams in ways most CRM tools don’t offer.
5. Landing Pages and Lead Capture
Keap: Keap includes a landing page builder with web forms and checkout forms for lead capture and e-commerce. You can connect multiple landing pages to a single campaign and automate what happens after someone submits a form. The platform also supports cross-sell flows directly from checkout pages.
Agile CRM: Agile CRM offers landing page tools and web forms for capturing lead information. It also supports web engagement tracking, so you can see which pages a contact has visited and trigger automated campaigns based on that behavior. The landing page features cover the basics well for small teams.
6. Integrations
Keap: Keap integrates with over 2,500 platforms and third-party tools. This covers payment processors, e-commerce platforms, accounting software, and more. The wide integration library means most small businesses can connect Keap to their existing tech stack without rebuilding workflows.
Agile CRM: Agile CRM supports integrations with popular third-party tools through its marketplace. It also includes social media channels and Zapier for extended connectivity. The integration library is narrower than Keap’s, but covers most tools a small or medium-sized business would use day-to-day.
7. Support and Onboarding
Keap: Every Keap plan includes a dedicated customer success manager, free migration assistance, and access to training webinars and on-demand product training. Phone support is available Monday through Friday for U.S. customers, with 24/7 chat and email support also on offer. The optional $499 Expert Coaching service adds personalized onboarding for users who want hands-on help setting up their account.
Agile CRM: Agile CRM’s support team is frequently praised in reviews for responsiveness. However, multiple users report inconsistency — different agents give different answers, and bug resolutions can take up to two weeks. The platform includes a knowledge base for self-service support. In-person support is not available, though the documentation is detailed.
📌 Note: Keap’s dedicated customer success manager is a strong advantage for small business owners who want guided setup. Agile CRM’s support is more reactive and self-serve in practice.
8. E-commerce and Payment Processing
Keap: Keap includes built-in invoicing and numerous payment processing integrations, making it a natural fit for e-commerce businesses. You can send invoices, create checkout forms, and accept payments without leaving the platform. This reduces the need for a separate billing or e-commerce tool entirely.
Agile CRM: Agile CRM does not include built-in invoicing or native payment processing at the same level as Keap. E-commerce businesses would need to connect a separate payment tool through integrations. The platform focuses more on the sales pipeline and marketing automation side than on transaction processing.
9. Pricing & Cost
Here’s a side-by-side look at both platforms’ pricing:
| Plan | Keap | Agile CRM |
|---|---|---|
| Free | ❌ (14-day trial only) | ✅ Free (up to 10 users) |
| Standard | $299/month (Annually) | $8.99/user/month (Starter) |
| Enterprise | Contact Sales | $47.99/user/month |
Keap: Keap costs significantly more at the entry level. However, it includes built-in invoicing, a business line, a dedicated success manager, and AI tools — all within a single monthly fee. For a small business that would otherwise pay for multiple separate tools, the total cost of ownership can be comparable.
Agile CRM: Agile CRM is substantially cheaper, especially with its free plan and $8.99/month Starter tier. For small teams that just need CRM basics and light marketing automation, Agile CRM delivers a lot of value at a low monthly fee. The cost advantage is real and significant for budget-constrained businesses.
Different Scenarios
| If You Need… | Choose | Why |
|---|---|---|
| Tight budget or free plan | Agile CRM | Free for up to 10 users; $8.99/month paid |
| Invoicing and payment processing | Keap | Built-in — no third-party tool needed |
| Advanced sales automation | Keap | Visual Campaign Builder with templates |
| Sales team motivation tools | Agile CRM | Gamification with leaderboards and badges |
| E-commerce businesses | Keap | Checkout forms, cross-sells, payment integrations |
| All-in-one including helpdesk | Agile CRM | Built-in ticketing and customer service |
| High email deliverability | Keap | 99.5% published deliverability rate |
💰 Your Budget
If budget is the primary concern, Agile CRM wins clearly. Its free plan gives teams up to 10 users access to real CRM and marketing tools at no monthly cost. Keap’s price of $299/month (billed annually) is a significant jump, especially for very small businesses just getting started.
🔌 Your Tech Stack
Keap connects to over 2,500 third-party tools, giving it a wider integration library than Agile CRM. If your business already relies on specific e-commerce, accounting, or marketing platforms, Keap is more likely to connect cleanly with what you have.
📝 Your Sales Process
Keap is built for businesses that want to automate almost every stage of the sales journey — from lead capture to invoice. Agile CRM handles the basics of the sales pipeline well but is better suited to teams that don’t need complex multi-step automation right away.
🎓 Your Experience Level
Keap is noted for being easy to set up — users can get started in as little as 20 minutes — and includes free onboarding resources, checklists, and a dedicated customer success manager. Agile CRM is also accessible, though support inconsistency can slow down troubleshooting for newer users.
🆓 Free Trials and Demos
Agile CRM’s free plan lets you test the platform indefinitely with no credit card required. Keap offers a 14-day free trial with access to all features, which is enough time to evaluate the automation tools and pipeline management before committing.
🛟 Support Options
Keap’s support structure is more structured — 24/7 chat, email, phone support on weekdays, and a dedicated success manager from day one. Agile CRM’s support has received mixed reviews, with some users reporting slow bug resolution and inconsistent advice from different agents.
Switching Guide
Already using one of these tools? Here’s what to expect if you decide to switch.
🔄 Switching from Keap to Agile CRM?
✅ What you’ll gain:
- A free plan or much lower monthly fee — significant cost savings for small teams
- A built-in helpdesk and ticketing system for customer service management
- Sales gamification features like leaderboards and badges to motivate your team
❌ What you’ll lose:
- Keap’s built-in invoicing and payment processing capabilities
- Access to 2,500+ integrations and Keap’s wider third-party tool library
- Dedicated customer success manager and structured onboarding support
📋 How to switch:
- Export your contacts, deals, and notes from Keap as CSV files
- Create your Agile CRM account (start with the free plan to test the import)
- Import contacts and rebuild your automation workflows using Agile CRM’s drag-and-drop builder
🔄 Switching from Agile CRM to Keap?
✅ What you’ll gain:
- Built-in invoicing, checkout forms, and payment processing in one platform
- A dedicated customer success manager and structured free migration support
- Keap’s AI tools for drafting email copy and suggesting automated workflows
❌ What you’ll lose:
- The free plan — Keap requires a paid subscription after the 14-day trial
- The built-in helpdesk and ticketing system for customer service
- Sales gamification features not available in Keap
📋 How to switch:
- Export your contacts and deal data from Agile CRM
- Start Keap’s 14-day free trial and use free migration support to import your data
- Rebuild automation sequences using Keap’s Campaign Builder and connect your integrations
What Our Review Didn’t Cover
This comparison focused on individual users and small teams using these platforms for sales and marketing automation. We didn’t evaluate enterprise SSO configurations, advanced API customizations, or how either tool performs for businesses with more than 50 users. Our observations reflect the platforms as of April 2026 — features and pricing may have changed since then. If you’re running a larger sales team or need deep ERP integration, your requirements may go beyond what this review covers.
Final Verdict
| Category | Winner |
|---|---|
| 💰 Pricing Value | Agile CRM |
| 🤖 Automation Depth | Keap |
| 📧 Email Marketing | Keap |
| 🛒 E-commerce & Payments | Keap |
| 🎯 Lead Scoring | Keap |
| 🛟 Support & Onboarding | Keap |
| 🎮 Sales Gamification | Agile CRM |
| 🆓 Free Plan | Agile CRM |
| 🏆 Overall Winner | Keap |
🏆 WINNER: Keap
Keap wins 5 out of 8 categories in this comparison.
Best for: small businesses with active sales processes, e-commerce businesses, and solopreneurs who want to automate lead management and follow-up
Keap and Agile CRM serve different types of buyers.
Keap is the stronger choice for businesses that need automation depth, built-in payments, and reliable email deliverability.
Agile CRM is a smart pick for budget-constrained teams that want a free or low-cost way into CRM and marketing automation.
If your business depends on invoicing, landing pages, and complex “when-then” workflows, Keap is worth the higher monthly fee.
If you need a CRM that covers sales, marketing, and customer service without spending much, Agile CRM’s free plan is hard to ignore.
More of Keap Compared
Here’s how Keap stacks up against other CRM and automation platforms:
Keap wins on: Easier setup for small businesses, cleaner invoicing tools, and a more focused small business automation feature set
GoHighLevel wins on: Agency-focused features, white-label options, and broader funnel-building capabilities for marketing agencies
Keap wins on: Built-in invoicing and payment processing, dedicated customer success manager from day one, and stronger e-commerce tools for small businesses
HubSpot wins on: Free CRM tier with no user limit, more advanced marketing analytics, and a broader suite of sales and service hubs
Keap wins on: Payment processing inside the CRM, dedicated business phone line, and more structured onboarding with a personal success manager
ActiveCampaign wins on: More advanced email marketing segmentation, lower starting price for email-only plans, and stronger conditional logic for automation
Keap wins on: Much easier setup for small businesses, lower cost of entry, and built-in features that don’t require heavy configuration or IT support
Salesforce wins on: Enterprise-grade reporting and analytics, far deeper customization, and a wider partner network for complex business needs
More of Agile CRM Compared
Here’s how Agile CRM compares against other CRM platforms:
Agile CRM wins on: Sales gamification features, built-in telephony at a lower price, and more aggressive pricing across paid tiers
HubSpot wins on: More polished reporting dashboards, a larger app marketplace, and stronger brand recognition that adds buyer confidence
Agile CRM wins on: Price — Agile CRM’s free plan and $8.99/month starter are far below Salesforce’s entry price; easier implementation for small teams
Salesforce wins on: Advanced analytics and reporting, a broader integration network, and enterprise-grade scalability for growing organizations
Agile CRM wins on: Free plan generosity (up to 10 users), built-in helpdesk without paying extra, and slightly lower per-user cost on entry tiers
Freshsales wins on: More reliable email and communication tools, better UI for newer CRM users, and stronger AI-based lead scoring accuracy
Agile CRM wins on: Free plan option, lower per-user pricing for small teams, and a simpler interface for businesses not running agency-style operations
GoHighLevel wins on: White-label CRM capabilities, more advanced funnel building, and a feature set built around agency and multi-client management
Frequently Asked Questions
What is Keap used for?
Keap CRM is a sales automation platform designed for small businesses and solopreneurs. It handles contact management, email campaigns, sales pipelines, invoicing and payment processing, and automated follow-up — all from one dashboard. Businesses use it to cut down on manual tasks and build repeatable sales processes, including drag and drop landing pages and e-commerce tools.
Is Keap easy to use?
Yes — Keap is noted for being beginner-friendly, with users able to get the basics set up in as little as 20 minutes. The platform includes onboarding checklists, video tutorials, training webinars, and a dedicated customer success manager to guide new users. The Campaign Builder uses a drag-and-drop interface that doesn’t require technical skills.
Is Agile CRM really free?
Yes — Agile CRM offers a genuinely free plan for up to 10 users with no time limit. The free plan includes contact management, deals tracking, and email marketing features. Paid plans start at $8.99/user/month for the Starter tier.
What are the limitations of Keap?
Keap’s main limitations are cost and contact-based pricing. The price of $299/month (billed annually) is on the higher end for small businesses just starting out. For companies with a business strategy focused on repeat business from existing contacts, the pricing may outpace conversion rates quickly. There’s also no permanent free plan — only a 14-day trial.
What is the meaning of Agile CRM?
Agile CRM is a cloud-based, all-in-one CRM platform that applies agile principles to sales, marketing, and customer service. It focuses on sales enablement and fast implementation, giving small and medium businesses a drag and drop interface for building email campaigns and managing the customer journey in one place.
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