⚡ Nhận định nhanh:
- Chạy: Keap lists $299/month (annually billed). Creatio starts at $25/user/month and scales by seat.
- Phù hợp nhất cho: Keap suits doanh nghiệp nhỏ that want sales and marketing automation in one dashboard. Creatio suits teams that need workflow tự động hóa trên khắp các phòng ban.
- Điểm khác biệt chính: Keap bundles email marketing, invoicing and payment processing, and a landing page builder. Creatio is a no code platform with a việc kinh doanh Công cụ quản lý quy trình.
- Lựa chọn của chúng tôi: Keap, rated 4.2 against Creatio at 3.5, because the setup is faster for a small business owner without a technical team.
Hai CRM platforms. Two completely different buyers.
Keap CRM sells itself to the solo founder drowning in follow-up.
Creatio CRM sells itself to the operations lead who wants to automate workflows across a whole company.
Both handle customer relationship management. Neither is trying to win the same customer.
This Keap vs Creatio CRM comparison shows you which side of that line you sit on.
Toàn cảnh
We cover pricing, key features, and how hard each one is to set up.
Our sources are published documentation, vendor pricing pages, and G2 review dữ liệu.
Our writers also spent hands-on time inside both products.
Những ghi chú đó xuất hiện trong phần "Những điều nhóm chúng tôi nhận thấy" bên dưới.
By the end you will know which platform fits your growth goals.
Keap là gì?
Keap CRM is a customer relationship management platform built for small business owners.
It was formerly known as Infusionsoft and rebranded to match its small business focus.
The keap app combines CRM, sales and marketing automation, and e commerce features in one dashboard.
It automates almost every stage of the sales journey, from lead capture to repeat business.
Keap offers a dedicated business line for calls and texts, which keeps personal and work messages apart.
Most owners choose it to cut manual work out of the sales process.
Here is a walkthrough of how the platform works in practice.
🏆 Người chiến thắng: Keap
Built for owners who sell, invoice, and follow up themselves. Automation, email campaigns, and payment processing sit in one place.
Giá cả hợp lý
Here is the monthly fee we have on record for Keap in 2026.
| Kế hoạch | Giá | Tốt nhất cho |
|---|---|---|
| Keap (tất cả trong một) | 299 đô la/tháng (Thanh toán hàng năm) | Small businesses running sales campaigns, invoicing, and automation together |
Pricing verified August 2026.
Dùng thử miễn phí: 14 days with access to all key features. No long commitment before you test it.
Quy trình hội nhập: A one-time Expert Coaching package runs $499 and includes personal training and setup help.
📌 Ghi chú: Keap plans are priced around contact volume. Every plan ships with a dedicated customer success manager, free migration, and custom coaching. Extra users are billed separately.
⚠️ Pricing conflict: Our data file records $299/month billed annually, and that figure is used in every table and schema on this page. Keap’s own published tiers list Lite from $79/month, Pro from $169/month, and Max from $199/month for 500 contacts, plus $30 per extra user. The cost climbs sharply once your contact list crosses each threshold, so confirm your tier on the pricing page before you buy.
Những lợi ích chính của Keap
Here is what makes Keap worth a look:
- Time saved on automated tasks: Customers who use the automation features report saving 10 hours per week. They also report a 38% rise in revenue.
- Công cụ xây dựng chiến dịch: A visual flowchart tool for building campaigns and advanced automations. You set “when-then” rules with drag and drop tools.
- Ghi điểm dẫn đầu: The lead score rates each prospect by engagement level. That lets your sales team score leads and chase the warm ones first.
- Built-in billing: Invoicing and payment processing ship with the platform. Checkout forms and cross sells run without a separate cart.
- Tích hợp với bên thứ ba: Keap connects with more than 2,500 platforms and tools, so your existing third party tools keep working.
- Onboarding help: Free migration, checklists, training webinars, and free on-demand product training come standard.
- Thiết lập nhanh chóng: The system can be running in about 20 minutes, which is rare for CRM platforms at this level.
Những điều nhóm chúng tôi nhận thấy
Của chúng tôi nhà văn signed up for Keap and spent several days building a small sales pipeline inside it. Here is what stood out from that hands-on time:
Ưu điểm và nhược điểm của Keap
✅ Ưu điểm
- Automation templates and a drag and drop builder that a non-technical owner can use
- CRM, email marketing, invoicing, and project tracking in one dashboard
- Free migration, a dedicated customer success manager, and 24/7 chat support
- Claimed 99.5% email deliverability rate on messages sent through the platform
- Dedicated business line for calls and texts included
❌ Nhược điểm
- Pricing is high enough to put off brand new small businesses
- Cost jumps once your contact list passes each threshold
- The user community exists but is not very active
- Phone support is limited to business hours for U.S. customers
Creatio CRM là gì?
Creatio CRM is a no code platform to automate workflows and CRM in one system.
The company sells it on a promise of freedom, or what Creatio calls the maximum degree of freedom.
A native business process management engine sits underneath the CRM applications.
That engine handles workflow automation of real complexity, not just simple triggers.
Three product lines cover the work: Studio Creatio for building, Marketing Creatio for campaigns, and Sales Creatio for pipeline.
Creatio is headquartered in Boston and runs six offices with more than 700 staff.
The video below covers the interface and the setup flow.
Runner Up: Creatio CRM
A low code platform for teams that outgrew rigid CRM software. Build applications, automate processes, and connect the rest of your stack.
Bảng giá Creatio CRM
Creatio charges per user, so the bill tracks headcount rather than contact volume.
| Kế hoạch | Giá | Tốt nhất cho |
|---|---|---|
| Sự phát triển | 25 đô la/người dùng/tháng | Small teams testing no code tools and basic sales automation |
| Doanh nghiệp | 55 đô la/người dùng/tháng | Companies running industry workflows across departments |
| Không giới hạn | 85 đô la/người dùng/tháng | Large operations that need full customization and access to every module |
Pricing verified August 2026.
Dùng thử miễn phí: Creatio runs a trial on request. Sales contact is part of the process for most buyers.
Total cost: Creatio claims a 37% lower total cost of ownership thanks to flexible pricing and its no code architecture.
📌 Ghi chú: Add-on products and marketplace add ons are billed on top of the seat price. Composable pricing means you can start with sales and add service later.
⚠️ Cảnh báo: Seat pricing looks cheap at three users and stops looking cheap at thirty. Do the math on your full sales team before you sign an annual contract.
Những lợi ích chính của Creatio CRM
Here is where Creatio earns its keep:
- No code UI designer: Non-technical staff, sometimes called citizen developers, can build applications with drag and drop visual design.
- Unlimited customization: The technology stack is built to fit an existing business environment rather than force a rewrite.
- Chợ: Over 700 connectors, templates, and ready-to-go apps cover common use cases and third party integrations.
- Các tác nhân AI: Tự trị agents handle account research, lead conversion, and ticket resolution without a human starting each task.
- Faster rollout: Organizations often see rollout timelines drop by 70% against traditional CRM software.
- Analyst recognition: Named a Leader and Strong Performer across Gartner and Forrester reports, and a Visionary in the 2025 Gartner Magic Quadrant for Sales Force Automation.
- Enterprise track record: Long lasting relationships with AMD, Bayer, Kraft Heinz, Visteon, Société Générale Group, and BNP Paribas Group.
Những điều nhóm chúng tôi nhận thấy
Our writer worked inside Creatio for several days, building a small process in the designer. Here is what came out of that session:
Ưu điểm và nhược điểm của Creatio CRM
✅ Ưu điểm
- Native business process management engine for complex automation
- Prebuilt industry workflows covering 20 verticals
- Customizable dashboards and AI-powered insights for decision-making
- Scales from sales into service, order management, and account management
❌ Nhược điểm
- Built for organizations, not for a one-person shop
- Per-seat cost climbs fast as the team grows
- No built-in invoicing or checkout forms for e commerce businesses
- Buying usually runs through sales rather than self-serve signup
So sánh tính năng
Both tools call themselves CRM platforms, but the key features point in different directions. The table below is the short version.
| Tính năng | Keap | Creatio CRM |
|---|---|---|
| Giá khởi điểm | 299 đô la/tháng (hàng năm) | 25 đô la/người dùng/tháng |
| Dùng thử miễn phí | ✅ 14 ngày | ✅ Theo yêu cầu |
| Công cụ xây dựng trang đích | ✅ | ❌ |
| Lập hóa đơn và xử lý thanh toán | ✅ | ❌ |
| Business Process Management Engine | ❌ | ✅ |
| No Code App Builder | ❌ | ✅ |
| Ghi điểm dẫn đầu | ✅ | ✅ |
| Dedicated Business Line | ✅ | ❌ |
| Tích hợp | 2,500+ platforms | Hơn 700 đầu nối |
| Tốt nhất cho | Chủ doanh nghiệp nhỏ | Multi-department teams |
1. Trình tạo tự động hóa
Keap: The Campaign Builder is a visual flowchart for building campaigns. You drag a trigger onto the canvas, attach automated actions, and the marketing automations run themselves. Templates cover the common paths, and custom workflows go deeper when you need them.
Creatio CRM: Studio Creatio wraps a full business process management engine in no code tools. That means branching logic, approvals, and handoffs between departments, not just email triggers. The trade-off is a steeper first week.
2. CRM and Contact Records
Keap: Every contact record holds notes, tags, invoices, and message history. Custom fields let you track whatever your business strategy needs. It keeps the whole contact list in one dashboard.
Creatio CRM: Client management consolidates customer data and links it to account management and order management records. The 360-degree view suits teams where sales, service, and finance are all managing the same customer.
3. Các chiến dịch tiếp thị qua email
Keap: Email campaigns are targeted using CRM tags and segments. The platform claims a 99.5% deliverability rate on messages sent through it. Email marketing campaigns can be tied straight to purchase behaviour.
Creatio CRM: Marketing Creatio is an omnichannel marketing platform built to orchestrate customer journey stages across email, web, and phone. Marketing campaigns track leads, prospects, and customers through one shared model.
⚠️ Cảnh báo: Deliverability numbers come from the vendors, not from independent testing. Treat them as a claim, not a guarantee.
4. Email and Text Messaging
Keap: A dedicated business line handles calls and texts inside the app. Automated email follow-ups fire based on customer interactions. Mobile apps mean you can answer a new lead from your phone.
Creatio CRM: Service applications cover the full support cycle with AI-powered case routing. Messaging is handled as part of case management rather than as a personal hộp thư đến. There is no phone line bundled with the seat.
5. Trang đích và biểu mẫu trực tuyến
Keap: The landing page builder ships with the platform. You can publish one landing page or connect multiple landing pages to different sales campaigns, then feed each web form straight into lead capture. Checkout forms and e commerce tools handle the sale at the end.
Creatio CRM: There is no landing page builder in the classic marketing sense. Instead the no code UI designer lets citizen developers build applications and internal portals. Landing pages usually come from a separate website tool.
⚠️ Cảnh báo: If multiple landing pages and checkout are central to how you sell, Creatio will need extra software to close the gap.
6. Sales Pipelines
Keap: The sales pipeline is a visual board you drag deals across. Stage changes can trigger automated tasks, so nothing sits untouched. It suits a small sales team that wants fewer manual steps.
Creatio CRM: Sales Creatio is an end-to-end platform designed to accelerate sales processes of any complexity. Sales teams get opportunity workflows, forecasting, and field sales support in one place. It handles long, multi-touch deals better than Keap does.
7. Lead Management and Lead Scoring
Keap: Lead scoring rates each prospect by engagement, so you can score leads without guessing. Lead management ties the lead score to follow-up rules that chase warm contacts automatically. More leads reach a human at the right moment, which is what lifts conversion rates.
Creatio CRM: Lead and opportunity workflows are automated end to end, and data flows in through marketplace add ons and third party integrations. Routing rules push each lead to the right owner. Setup takes longer, but the logic is far more flexible.
8. AI Tools
Keap: Keap AI drafts email copy and suggests advanced automations from plain language prompts. It is aimed at the owner who knows what to say but not how to build it. Useful, and clearly built around marketing work.
Creatio CRM: Creatio AI runs agents that handle account research, lead conversion, and ticket resolution on their own. Analytics and customizable dashboards back the decisions with data. This is the deeper AI layer of the two.
9. Reporting, Support, and Training
Keap: Pipeline management báo cáo shows deal flow and revenue at a glance. Support covers 24/7 chat, email, and phone support during business hours for U.S. customers. Training webinars, checklists, and a knowledge base come free, though the user community is quiet when you need assistance.
Creatio CRM: Dashboards are customizable down to the widget, with AI-powered insights layered on top. Learning material runs through podcasts, videos, and partner-led training. Reviews on peer sites praise the Creatio team for communicating transparently during rollout.
10. Định giá & Chi phí
Two different billing models, so read this row by row rather than comparing headline numbers.
| Kế hoạch cấp độ | Keap | Creatio CRM |
|---|---|---|
| Lối vào | 299 đô la/tháng (Thanh toán hàng năm) | Tăng trưởng — 25 đô la/người dùng/tháng |
| Giữa | Không được liệt kê | Doanh nghiệp — 55 đô la/người dùng/tháng |
| Đứng đầu | Không được liệt kê | Không giới hạn — 85 đô la/người dùng/tháng |
| Billing basis | Contact volume | Mỗi người dùng |
Keap: One monthly fee covers the whole team, which is why the price makes sense for a busy solo owner and less sense for a beginner with fifty contacts. Add-on users cost $30 each. The $499 coaching package is optional but frequently recommended at signup.
Creatio CRM: Growth at $25 per user is the cheapest way into either product. Cost rises with headcount rather than contact count, so a five-person team pays $125 a month and a fifty-person team pays $1,250. The claimed 37% lower cost of ownership assumes you replace several tools with it.
Các kịch bản khác nhau
| Nếu bạn cần… | Chọn | Tại sao |
|---|---|---|
| Chi phí đầu vào thấp nhất | Creatio CRM | $25 per user to start |
| Lập hóa đơn và xử lý thanh toán | Keap | Billing is built in |
| Cross-department workflow automation | Creatio CRM | Công cụ BPM gốc |
| Trang đích và thu thập khách hàng tiềm năng | Keap | Page builder included |
| Fast setup without IT help | Keap | Running in about 20 minutes |
| Custom apps built in-house | Creatio CRM | No code designer |
💰 Ngân sách của bạn
Creatio wins on the first invoice and loses it back as you add seats. Keap costs the same whether one person logs in or five.
🔌 Bộ công nghệ của bạn
Keap connects to more than 2,500 platforms and tools, which covers most small business software. Creatio’s 700+ connectors lean toward ERP, finance, and operations systems.
📝 Quy trình bán hàng của bạn
Short cycles with lots of follow-up favour Keap. Long deals with approvals and handoffs favour Creatio.
🎓 Trình độ kinh nghiệm của bạn
Keap is more user friendly out of the box and ships with a dedicated success manager. Creatio expects someone on your side willing to learn the designer.
🆓 Dùng thử và bản demo miễn phí
Keap’s 14 day free trial opens every feature with no sales call. Creatio’s trial usually starts with a conversation about your business environment.
🛟 Các tùy chọn hỗ trợ
Keap runs 24/7 chat plus email, with phone support on weekdays for U.S. customers. Creatio leans on partners, and its six offices give it local presence in several regions.
Hướng dẫn chuyển đổi
Already on one of them? Here is what changes.
🔄 Đang chuyển từ Keap sang Creatio CRM?
✅ Những lợi ích bạn sẽ nhận được:
- A business process management engine for cross-team processes
- A low code platform your staff can extend without developers
- Prebuilt industry workflows and deeper service management
❌ Những gì bạn sẽ mất:
- Built-in invoicing, checkout, and e commerce features
- The landing page builder and its web form capture
- Your dedicated business line for calls and texts
📋 Cách chuyển đổi:
- Export contacts, tags, and custom fields from Keap to CSV
- Book a Creatio demo and map your stages to their objects
- Import, rebuild your top three automations, then run both in parallel for a month
🔄 Đang chuyển từ Creatio CRM sang Keap?
✅ Những lợi ích bạn sẽ nhận được:
- Invoicing, checkout forms, and cross sells inside the CRM
- A landing page builder wired to your campaigns
- Free migration and a customer success manager on every plan
❌ Những gì bạn sẽ mất:
- The no code designer and any custom apps built on it
- Multi-department process automation and approvals
- Industry workflow templates for your vertical
📋 Cách chuyển đổi:
- Export accounts, contacts, and open opportunities from Creatio
- Start the 14 day Keap trial and request the free migration service
- Rebuild your pipeline stages, then switch your forms over last
Những điều mà bài đánh giá của chúng tôi chưa đề cập
This comparison focused on small businesses and mid-sized teams. We did not test Creatio at enterprise scale with thousands of daily workflows, and we did not evaluate custom API work on either side. Deliverability, cost of ownership, and time-saving numbers are vendor claims we could not verify independently. If you are buying for a regulated industry or a 200-seat rollout, your priorities will look different from what we covered here.
Phán quyết cuối cùng
| Loại | Người thắng |
|---|---|
| 💰 Giá cả | Creatio CRM |
| 🚀 Tự động hóa bán hàng và tiếp thị | Keap |
| ⚡ Workflow Automation Depth | Creatio CRM |
| 🎯 Quản lý khách hàng tiềm năng | Keap |
| 👶 Dễ sử dụng | Keap |
| 🔌 Tích hợp với bên thứ ba | Keap |
| 🛒 E Commerce and Invoicing | Keap |
| 🏆 Người chiến thắng chung cuộc | Keap |
🏆 NGƯỜI CHIẾN THẮNG: KEAP
Keap wins 5 of 7 categories and holds a 4.2 rating against Creatio’s 3.5.
Phù hợp nhất cho: Solopreneurs, small business owners, e commerce businesses, and small sales teams
These are not really rivals. Keap sells time back to an owner who is doing five jobs, and it does that by putting sales and marketing, billing, and follow-up under one roof.
Creatio sells control. If your bottleneck is a process that crosses three departments, its no code platform is the better answer and the per-user pricing is easier to start with.
We recommend Keap CRM for most readers of this comparison, because most of you are a small business, not an operations department. Take the 14 day trial before you commit to the annual price.
So sánh thêm về Keap
Here is how Keap holds up against the other names small business buyers shortlist:
Keap thắng nhờ: Built-in invoicing and checkout, a flat fee instead of per-seat billing, and free migration on every plan
HubSpot thắng nhờ: A usable free tier, deeper reporting, and a much larger app marketplace
Keap thắng nhờ: A calmer interface for non-marketers, 24/7 chat support, and a dedicated success manager at signup
GoHighLevel thắng nhờ: White-label resale for agencies, unlimited sub-accounts, and a lower monthly entry price
Keap vs ActiveCampaign
Keap thắng nhờ: Payment processing inside the CRM, a business phone line, and pipeline plus billing in one place
ActiveCampaign thắng nhờ: Cheaper email-only plans, more send-time testing options, and finer segmentation controls
Keap vs Truyền động đường ống
Keap thắng nhờ: Marketing automation depth, landing pages and forms, and e commerce tools Pipedrive leaves out
Pipedrive thắng nhờ: Simpler deal tracking, lower per-user cost, and a faster learning curve for pure sales teams
So sánh thêm về Creatio CRM
Creatio usually lands on a shortlist next to larger enterprise names:
Creatio CRM so với Salesforce
Creatio thắng nhờ: No code changes without developer hours, faster rollouts, and a lower starting seat price
Salesforce thắng thế nhờ: Partner and consultant supply, third party app volume, and hiring pools of trained admins
So sánh Creatio CRM và Monday CRM
Creatio thắng nhờ: Real process automation with approvals, industry workflow packs, and service case management
CRM thắng lớn vào thứ Hai nhờ: Visual simplicity, quicker onboarding for small teams, and self-serve signup without a sales call
Creatio thắng nhờ: Back-office workflow coverage, order management, and unlimited customization of objects
HubSpot thắng nhờ: Inbound marketing tooling, content and landing page building, and a gentler first month
Câu hỏi thường gặp
Keap được dùng để làm gì?
Keap organizes leads, sends email campaigns, invoices customers, and automates follow-up. Owners use it to replace several separate tools with one system.
Hiện tại Infusionsoft có tên là gì?
Infusionsoft is now Keap. The rebrand reflected a shift toward small business automation, and the same campaign engine still sits under the product.
Ứng dụng Keap có dễ sử dụng không?
Basic setup takes around 20 minutes. Deeper automation takes longer, but coaching and a success manager come with every plan if you have needed assistance.
Creatio được dùng để làm gì?
Creatio automates workflows and manages sales, marketing, and service in one system. Teams also build custom apps on it without writing code.
Tại sao nên chọn Creatio?
Choose it when processes cross departments and need branching logic. Its designer and 20 industry workflow packs cover cases a small business CRM cannot.
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