⚡ Nhận định nhanh:
- Chạy: Thứ hai CRM starts at $9 per user per month. Keap CRM is listed at $299/month (annually billed).
- Phù hợp nhất cho: Monday CRM suits sales teams that also run projects. Keap suits doanh nghiệp nhỏ that need sales and marketing automation with invoicing.
- Điểm khác biệt chính: Keap bundles landing pages, email marketing and payment processing. Monday CRM bundles work management, Kanban board and Gantt chart views.
- Lựa chọn của chúng tôi: Monday CRM for most buyers. Both score 4.2, but Monday costs far less per user and covers more of the platform’s feature set.
Most people comparing these two tools are not comparing the same thing.
Keap is a marketing automation engine with a CRM attached.
Monday CRM is a sales layer built on top of project management software.
That difference shapes everything: price, learning curve, and daily workflow.
Here is how the two compare on features, cost, and fit.
Toàn cảnh
This Keap vs Monday CRM comparison covers pricing, key features, and ease of use for both CRM platforms.
Của chúng tôi nhà văn spent hands-on time inside Keap directly.
Notes on Monday come from published documentation, pricing pages, and G2 reviews.
We also break down which tool fits sales teams, marketers, and mixed project teams.
Keap là gì?
Keap is a customer relationship management platform built for small việc kinh doanh chủ sở hữu.
It combines CRM, sales and marketing automation, and e commerce into one dashboard.
The tool was formerly known as Infusionsoft before the rebrand.
Sales automation keeps follow-up moving so warm leads do not go cold.
Keap automates almost every stage of the sales journey, from new lead to repeat việc kinh doanh.
Automation users report saving 10 hours per week and a 38% revenue lift.
The walkthrough below shows how the Keap app looks in daily use.
Keap
Keap connects lead capture, email campaigns, and invoicing in one system. Setup takes about 20 minutes. A 14-day free trial opens all the features.
Giá cả hợp lý
Keap plans are priced by contact volume rather than per user.
| Kế hoạch | Giá | Tốt nhất cho |
|---|---|---|
| Keap | 299 đô la/tháng (Thanh toán hàng năm) | Small businesses running sales and marketing from one contact list |
| Expert Coaching (one-time) | $499 | Teams that want guided onboarding and custom coaching |
| Additional user | 30 đô la/tháng | Growing sales teams adding seats |
Pricing verified August 2026.
Dùng thử miễn phí: 14 days with access to all the features. No long-term contract required upfront.
Đảm bảo hoàn tiền: Keap does not publish a standard refund window. Cancel before renewal to avoid the next monthly fee.
📌 Ghi chú: Keap plans include free migration and a dedicated customer success manager. Pricing scales with your contact list, so cost rises at each threshold.
⚠️ Pricing conflict: Our CSV records Keap at $299/month (annually billed). Public sources list three Keap plans instead — Lite from $79/month, Pro from $169/month, and Max from $199/month for 500 contacts. Tables here use the CSV figure. Confirm your quote on Keap’s pricing page before you buy.
Những lợi ích chính của Keap
Here is what makes Keap CRM worth a look:
- Công cụ xây dựng chiến dịch: A visual flowchart tool for building campaigns with drag and drop tools. You can map automated actions across the whole customer journey.
- Ghi điểm dẫn đầu: Keap scores each prospect by engagement level. A rising lead score tells your sales team who to call first.
- Built-in invoicing and payment processing: Keap includes invoicing plus many payment integrations. That removes a separate billing tool from your stack.
- Công cụ tạo trang đích: Build landing pages, web form assets, and checkout forms inside the same account. You can connect multiple landing pages to one campaign.
- Dòng sản phẩm chuyên dụng cho doanh nghiệp: A separate business line for calls and texts keeps personal and work messages apart.
- 2,500+ third party integrations: Keap connects to more than 2,500 platforms and third party tools. Most common billing and email apps are covered.
- Guided onboarding: Every plan includes free migration, checklists, and training webinars. Phone support runs Monday to Friday for U.S. customers.
Những điều nhóm chúng tôi nhận thấy
Our writer signed up for Keap and spent several days building sales campaigns inside the account. 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 make advanced automations easy to set up
- Invoicing and payment processing are built in, so e commerce businesses need fewer tools
- Every plan comes with free migration and a dedicated customer success manager
- Lead scoring and tagging let you segment a contact list for hyper-targeted email campaigns
❌ Nhược điểm
- Pricing is high enough to deter new small businesses at the entry level
- Cost climbs sharply once your contact list crosses each threshold
- The user community exists but is not very active compared to larger CRM platforms
Monday CRM là gì?
Monday CRM is the sales product inside the wider Monday work management platform.
The parent app serves over 152,000 customers across more than 200 countries.
It behaves like a set of highly customized spreadsheets you can shape yourself.
You get a sales pipeline, contact records, and project management tools in the same account.
That mix suits software teams, a research team, or anyone managing projects and deals together.
The video below walks through creating boards and moving deals along.
🏆 Người chiến thắng: Monday CRM
Monday CRM tracks deals and projects on the same boards. Kanban board, Gantt chart and calendar views are included. Live chat customer support runs 24/7.
Bảng giá CRM Thứ Hai
Monday CRM charges per user, which keeps the entry cost low for smaller teams.
| Kế hoạch | Giá | Tốt nhất cho |
|---|---|---|
| Nền tảng | 9 đô la/người dùng/tháng | Solo sellers tracking one sales pipeline |
| Tiêu chuẩn | 12 đô la/người dùng/tháng | Teams needing guest access and more automation features |
| Chuyên nghiệp | 19 đô la/người dùng/tháng | Sales teams needing time tracking and advanced báo cáo |
Pricing verified August 2026.
Dùng thử miễn phí: 14 days on paid plans. A limited free version also exists on the work management side, capped at two team members and three boards.
Đảm bảo hoàn tiền: Monday bills monthly or annually, with a discount for annual payment. Cancel before renewal.
📌 Ghi chú: Storage space rises with each tier, so file storage stops being a constraint higher up, and an enterprise plan with custom pricing sits above Pro. Seats are sold in blocks, so a team that exceeds a block pays for the next tier up.
⚠️ Pricing conflict: Our CSV lists Basic at $9, Standard at $12, and Pro at $19 per user per month. Public sources quote the work management bundles higher — around $36, $42, and $72 per month for three users. Tables here follow the CSV. Check the live pricing page for your seat count.
Những lợi ích chính của Monday CRM
Here is where Monday earns its place against other CRM software:
- Nhiều chế độ xem dự án: Switch between Kanban board, Gantt chart view, timeline, and calendar in just a few clicks. Project timelines and deal stages sit in one place.
- Custom fields and boards: Define columns and pick options per column. Customizable templates cover event planning, human resources, and software development.
- Bảng điều khiển tùy chỉnh: Build custom dashboards that show project progress and pipeline value at a glance. Advanced reporting arrives on higher tiers.
- Các tính năng cộng tác: A conversation panel, file sharing, and an activity log keep every team member on the same page. Mobile apps cover updates away from a desk.
- Công cụ xây dựng tự động hóa: Set up workflow automation without code. Automated tasks fire when a deal stage or date changes.
- Tích hợp: Monday connects with over 50 apps including Slack, Google Calendar, Google Sheets, and Microsoft Teams.
- Tài liệu học tập: A knowledge base with hundreds of video tutorials plus a community forum helps new users get moving.
Những điều nhóm chúng tôi nhận thấy
Note: We have not had extended hands-on time with Monday CRM yet. The points above come from published documentation, the pricing page, and G2 reviews. G2 reviews frequently highlight the clean interface and the 24/7 live chat customer support.
Ưu điểm và nhược điểm của CRM vào thứ Hai
✅ Ưu điểm
- Entry pricing starts at $9 per user per month, far below most CRM platforms
- Kanban board, Gantt charts, and calendar views cover sales and project management in one tool
- The interface is clean and tidy, and G2 reviews call it incredibly intuitive
- Live chat customer support is available 24/7 alongside a large knowledge base
❌ Nhược điểm
- The pricing structure is complex, and seat blocks confuse buyers picking a plan
- Extensive customization creates a steep learning curve for new users
- No native invoicing or landing page builder, so e commerce features need third party integrations
So sánh tính năng
These two tools overlap on contacts and deals, then split hard on everything else. We compared nine key features plus cost, so you can match each platform to your own sales process. Standout features are called out as we go.
| Tính năng | Keap | CRM Thứ Hai |
|---|---|---|
| Giá khởi điểm | 299 đô la/tháng | 9 đô la/người dùng/tháng |
| Gói miễn phí | ❌ | ✅ (phiên bản miễn phí có giới hạn) |
| Tự động hóa tiếp thị | ✅ | ✅ |
| Công cụ xây dựng trang đích | ✅ | ❌ |
| Lập hóa đơn và xử lý thanh toán | ✅ | ❌ |
| Ghi điểm dẫn đầu | ✅ | ❌ |
| Gantt Chart & Kanban Board | ❌ | ✅ |
| Theo dõi thời gian | ❌ | ✅ (Gói Pro) |
| Task Dependencies | ❌ | ✅ |
| Tốt nhất cho | Doanh nghiệp nhỏ tự động hóa bán hàng và tiếp thị | Sales teams managing projects too |
1. Quản lý liên hệ và khách hàng tiềm năng
Keap: Every contact record holds tags, custom fields, and purchase history. Lead management runs on tags, which drive segmentation for later email marketing campaigns. Keap keeps all the dữ liệu for a person in one profile.
CRM ngày thứ Hai: Contacts sit on boards as rows, with custom fields defined per column. You decide what a contact record tracks instead of accepting a fixed layout. That flexibility costs you setup time before the contact list is usable.
2. Quản lý quy trình bán hàng
Keap: The platform gives a visual view of sales pipelines with drag and drop stage moves. Pipeline management ties directly into automation, so moving a deal can trigger automated tasks. It handles one clear sales process very well.
Pipeline reporting sits in a separate view, shown below.
CRM ngày thứ Hai: A sales pipeline is just another board, so you can run several pipelines side by side. Deal stages become columns you rename freely. Sales teams with different processes per product line get more room here than in Keap.
3. Tự động hóa quy trình làm việc
Keap: The Campaign Builder is a visual flowchart for advanced automations. You get a broad range of workflow templates plus drag and drop tools for custom logic. Keap customers who lean on automation report saving 10 hours per week.
CRM ngày thứ Hai: The automation builder uses plain when-then recipes. Automation features cover status changes, date triggers, and notifications across boards. It is simpler to learn than Campaign Builder but shallower for marketing automations.
Higher tiers add smarter branching, shown here.
⚠️ Cảnh báo: Keap builds automation around when-then scenarios tied to the customer journey. Monday builds it around board events. Mapping a marketing funnel onto board events takes real effort.
4. Email Marketing and Campaigns
Keap: Email marketing is native. You can send hyper-targeted email campaigns based on CRM tags and segments, and Keap claims a 99.5% deliverability rate. Chữ messages send from the same dedicated business line.
Broadcast sends and sequences use a separate editor.
CRM ngày thứ Hai: Email lives in the Integrations Center, not a built-in sender. You sync Gmail or Outlook and track replies against a deal. Fine for one-to-one selling, weak for bulk email marketing.
5. Trang đích và thu thập thông tin khách hàng tiềm năng
Keap: A landing page builder ships inside the product. Build one landing page or connect multiple landing pages to a single campaign, then push every web form submission straight into the CRM. Lead capture needs no third party tools, and more landing pages usually means more leads reaching the pipeline.
CRM ngày thứ Hai: There is no landing page builder. Forms can feed a board, but landing pages come from an external tool. Monday work management handles what happens after the lead arrives.
6. Chấm điểm và theo dõi khách hàng tiềm năng
Keap: Lead scoring is built in. Keap will score leads by engagement, so a new lead with high intent rises to the top. That prioritisation is how teams lift conversion rates. Sharper targeting on a smaller list tends to increase conversions.
CRM ngày thứ Hai: No native lead score exists. You can fake one with a formula column, but you are building the logic yourself. Custom dashboards then surface whichever number you defined.
7. AI and Smart Tools
Keap: Keap AI drafts email copy and suggests automations from natural language prompts. It is aimed at owners who know the message but not the funnel structure.
CRM ngày thứ Hai: Monday MCP connects Trợ lý AI directly to your boards. Assistants can read and update items, which suits software development teams already working with AI tooling.
8. Project Views and Task Management
Keap: Task management is basic. You get tasks and appointments tied to contacts, but no Gantt chart, no task dependencies, and no timeline for managing projects. It is not a project management tool.
CRM ngày thứ Hai: This is the gap Monday fills. A Kanban board handles day-to-day managing tasks, while Gantt charts map project timelines and task dependencies. Project progress and deal progress share one workspace.
The Gantt chart view below shows how dependencies are drawn.
9. Collaboration and Team Support
Keap: Collaboration tools are light. Notes sit on contact records and internal comments are limited. Support is stronger: 24/7 chat, email, and weekday phone support for U.S. customers, plus free training webinars.
CRM ngày thứ Hai: A conversation panel on every item lets a team discuss work in context. File sharing, guest access, and an activity log round out the collaboration features, and premium support ships with higher tiers. Resource management shows who is overloaded.
💡 Mẹo hay: If your team already lives in Slack, Google Calendar, or Google Sheets, Monday’s integrations keep everyone on the same page without a second app.
10. Định giá & Chi phí
This is where the two separate most sharply. One charges by contacts, the other per user.
| Kế hoạch | Keap | CRM Thứ Hai |
|---|---|---|
| Lối vào | 299 đô la/tháng (Thanh toán hàng năm) | Basic: $9/user/month |
| Giữa | Không được cung cấp | Standard: $12/user/month |
| Top published | Không được cung cấp | Pro: $19/user/month |
| Extra seat | 30 đô la/tháng | Included in per-user price |
| Onboarding | $499 one-time Expert Coaching | Self-serve, no fee published |
Keap: The monthly fee buys a bundle: CRM, email, landing pages, invoicing, and a business line. For a business already paying for four tools, that maths works. For an entry-level owner, $299 is steep before the first sale.
CRM ngày thứ Hai: Paid plans scale with headcount, so a three-person team on the basic plan pays under $50 a month. Monday’s Pro plan adds time tracking and advanced reporting. The seat-block pricing structure still surprises some buyers.
Các kịch bản khác nhau
| Nếu bạn cần… | Chọn | Tại sao |
|---|---|---|
| Ngân sách eo hẹp | CRM Thứ Hai | Starts at $9 per user |
| Tiếp thị qua email được tích hợp sẵn | Keap | Native sender and segments |
| Lập hóa đơn và xử lý thanh toán | Keap | Billing without a second tool |
| Managing projects and deals | CRM Thứ Hai | Gantt, Kanban, dependencies |
| Trang đích và thu thập khách hàng tiềm năng | Keap | Bao gồm công cụ tạo trang đích. |
| Thiết lập thân thiện với người mới bắt đầu | CRM Thứ Hai | Simpler first-week learning |
💰 Ngân sách của bạn
Monday CRM wins on entry cost by a wide margin. Keap only makes budget sense once it replaces your email tool, page builder, and billing app.
🔌 Bộ công nghệ của bạn
Keap connects to over 2,500 platforms, which covers most billing and e commerce tools. Monday links roughly 50 apps but nails the ones teams use daily.
📝 Quy trình bán hàng của bạn
Pick Keap if your sales and marketing run on nurture sequences and cross sells. Pick Monday if deals move through people and handoffs rather than emails. Let your business strategy pick the tool, not the reverse.
🎓 Trình độ kinh nghiệm của bạn
Keap can be live in about 20 minutes and hands you a customer success manager. Monday is user friendly on day one, though deep customization takes longer.
🆓 Dùng thử và bản demo miễn phí
Both run a 14-day free trial, and Monday adds a free plan on the work management side. Load 20 real contacts into each before deciding.
🛟 Các tùy chọn hỗ trợ
Keap offers 24/7 chat, email, and weekday phone support if you have needed assistance. Monday runs 24/7 live chat, a community forum, and video tutorials.
Hướng dẫn chuyển đổi
Already on one of these? Here is what changes when you move.
🔄 Đang chuyển từ Keap sang Monday CRM?
✅ Những lợi ích bạn sẽ nhận được:
- Gantt chart view, Kanban board, and task dependencies for managing projects
- A far lower monthly fee for small sales teams
- Custom dashboards, file sharing, and a conversation panel for collaboration
❌ Những gì bạn sẽ mất:
- Native email marketing and the dedicated business line
- Invoicing, checkout forms, and payment processing
- Lead scoring and the landing page builder
📋 Cách chuyển đổi:
- Export contacts, tags, and deal stages from Keap as CSV files
- Create a Monday account and start from a CRM board template
- Import the CSV, map tags to custom fields, then rebuild automations as when-then recipes
🔄 Bạn đang chuyển từ Monday CRM sang Keap?
✅ Những lợi ích bạn sẽ nhận được:
- Email campaigns, text messaging, and lead scoring in one system
- Landing pages, web form builders, and e commerce features
- Free migration plus a dedicated customer success manager
❌ Những gì bạn sẽ mất:
- Kanban and Gantt views for project timelines
- Time tracking, guest access, and resource management
- Low per-seat pricing as the team grows
📋 Cách chuyển đổi:
- Export each Monday board to CSV, including custom fields
- Start a Keap trial and request the free migration service
- Rebuild board statuses as pipeline stages, then tag contacts for email campaigns
Những điều mà bài đánh giá của chúng tôi chưa đề cập
This comparison focused on small businesses and sales teams under 25 seats. We did not test enterprise plan rollouts, SSO, or bulk licensing. Deliverability claims come from Keap’s documentation, not our own sends. If you need custom pricing, your priorities will differ from ours.
Phán quyết cuối cùng
| Loại | Người thắng |
|---|---|
| 💰 Giá cả | CRM Thứ Hai |
| 🚀 Tự động hóa tiếp thị | Keap |
| 📊 Project and Task Management | CRM Thứ Hai |
| 🎯 Lead Capture and Scoring | Keap |
| 👶 Dễ sử dụng | CRM Thứ Hai |
| 🔌 Tích hợp | Keap |
| 🤝 Collaboration Features | CRM Thứ Hai |
| 🏆 Người chiến thắng chung cuộc | CRM Thứ Hai |
🏆 NGƯỜI CHIẾN THẮNG: MONDAY CRM
Monday CRM takes 4 of 7 categories.
Phù hợp nhất cho: Small sales teams, agencies juggling client work, and any group that tracks deals and project progress together.
Both tools scored 4.2, so the tiebreaker came down to cost and breadth. Monday CRM covers more ground per dollar and asks less of you on day one.
Keap is a great tool for one buyer: the small business owner whose growth goals depend on nurture sequences, checkout forms, and invoicing under one roof. If that is you, we recommend Keap CRM over Monday.
For everyone else, Monday CRM is the safer first purchase. Start on the basic plan, then move up when advanced features earn their cost.
So sánh thêm về Keap
Here is how Keap holds up against other tools buyers shortlist:
Keap thắng nhờ: Cleaner onboarding with free migration, a dedicated business line for calls and texts, and steadier email deliverability.
GoHighLevel thắng nhờ: Agency white-labelling, sub-account management for clients, and lower cost when reselling to multiple businesses.
So sánh Keap và ActiveCampaign
Keap thắng nhờ: Native invoicing, checkout forms, and a bundled phone line that ActiveCampaign leaves to add-ons.
ActiveCampaign thắng nhờ: A cheaper starting tier, deeper split testing on email campaigns, and finer control over send timing.
Keap thắng nhờ: A flatter price at moderate contact counts, built-in billing, and coaching included with the plan.
HubSpot thắng nhờ: A genuinely free CRM tier, stronger reporting, and a much larger marketplace of third party tools.
So sánh thêm về CRM ngày thứ Hai
Monday sits in a crowded field of work management tools and project management platforms.
CRM thắng lớn vào thứ Hai nhờ: A tidier interface, gentler onboarding for new users, and cleaner board customization.
Nhấp chuột lên thắng nhờ: A cheaper first paid tier, more task management depth per plan, and docs built into the workspace.
Thứ Hai: CRM so với Salesforce
CRM thắng lớn vào thứ Hai nhờ: Setup you can finish without a consultant, far lower per-seat cost, and visual boards non-sales staff understand.
Salesforce thắng nhờ: Enterprise forecasting, territory management, and a consultant network no mid-market tool matches.
So sánh Monday CRM và Zoho CRM
CRM thắng lớn vào thứ Hai nhờ: Project views alongside deals, a friendlier board editor, and better cross-team visibility.
Zoho CRM vượt trội ở các điểm sau: Built-in email sending, tighter suite pricing across Zoho apps, and stronger sales forecasting fields.
This video runs through the wider alternatives list.
Câu hỏi thường gặp
Keap được dùng để làm gì?
It is used to organise leads, automate follow-up, and run email marketing from one contact database. Small businesses also handle invoicing and payment processing inside the same account.
Monday có phải là một công cụ CRM không?
Yes. Monday CRM is a dedicated sales product built on the same board engine as the project management software, so pipelines and projects live together.
Hiện tại Infusionsoft có tên là gì?
Infusionsoft rebranded to Keap. The name change reflected a sharper focus on small business automation rather than a different product line.
Ứng dụng Keap có dễ sử dụng không?
Basic setup takes about 20 minutes, and every plan includes a customer success manager. Building advanced campaigns takes longer and rewards a little planning first.
Đó là phần mềm CRM tốt nhất for a small team?
Monday CRM, in most cases. It starts at $9 per user and covers deals plus projects. Choose Keap instead if marketing automation drives your revenue.
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