⚡ Nhận định nhanh:
- Chạy: Keap costs $299/month (annually billed). Nutshell CRM Giá khởi điểm là 13 đô la mỗi người dùng mỗi tháng.
- Phù hợp nhất cho: Keap suits e commerce businesses that want sales and marketing tự động hóa in one dashboard. Nutshell CRM suits small B2B sales teams that want simple contact management.
- Điểm khác biệt chính: Keap bundles a landing page builder, invoicing and payment processing, and a việc kinh doanh line. Nutshell CRM sells a leaner CRM per user.
- Lựa chọn của chúng tôi: Keap, rated 4.2 against 2.8, because it replaces several third party tools at once.
Keap and Nutshell CRM both promise to tidy up a messy sales process.
They go about it in very different ways.
Keap bolts marketing tự động hóa, e commerce tools, and a CRM together.
Nutshell CRM keeps the feature list short and the monthly fee low.
One costs roughly twenty times more per month than the other.
Here is how to work out which side of that gap you belong on.
Toàn cảnh
This Keap vs Nutshell CRM comparison covers pricing, key features, ease of use, and support.
We also break down which sales teams each platform actually fits.
Our writers spent hands-on time with both CRM platforms.
Những ghi chú đó nằm trong phần "Những điều nhóm chúng tôi nhận thấy" bên dưới.
Everything else comes from vendor documentation, pricing pages, and G2 reviews.
Keap là gì?
Keap is a customer relationship management platform built for doanh nghiệp nhỏ chủ sở hữu.
It was called Infusionsoft before the 2019 rebrand.
The software joins CRM, sales and marketing automation, and e commerce features in one dashboard.
You get a visual sales pipeline, lead scoring, and a landing page builder.
Keap also includes a dedicated business line for calls and texts.
That keeps work messages away from your personal number.
The video below walks through the Keap app in action.
🏆 Người chiến thắng: Keap
Keap automates almost every stage of the customer journey. It connects to more than 2,500 third party integrations. Start with the 14-day trial before you commit.
Giá cả hợp lý
Keap plans are priced by contact volume, not by seat.
| Kế hoạch | Giá | Tốt nhất cho |
|---|---|---|
| Keap | 299 đô la/tháng (Thanh toán hàng năm) | Established small businesses running sales and marketing from one system |
Pricing verified August 2026.
Dùng thử miễn phí: 14 days with access to all features. No long-term commitment during the trial.
Đảm bảo hoàn tiền: Keap does not advertise a blanket refund window. Cancel before renewal to avoid the next charge.
📌 Ghi chú: Extra seats are billed at $30 per user per month. Onboarding through the Expert Coaching service is a separate one-time fee of $499.
⚠️ Pricing conflict: Our research notes list Keap plans as Lite $79, Pro $169, and Max $199 per month for 500 contacts. Our CSV records a single $299/month annual figure, which is what every table here uses. Check the vendor page for your contact list size before you buy.
Những lợi ích chính của Keap
Here is what makes Keap worth the higher price:
- Time back: Keap customers who use automation report saving 10 hours per week. The same group reports a 38% lift in revenue.
- Công cụ xây dựng chiến dịch: A visual flowchart tool for building campaigns with drag and drop tools. Advanced automations run on simple when-then logic.
- Money in the door: Built-in invoicing, checkout forms, and payment processing integrations close the loop on e commerce sales.
- Khả năng gửi thư: Keap claims a 99.5% delivery rate on email campaigns sent through the platform.
- Guided setup: Free migration, a dedicated success manager, checklists, and training webinars come with every plan.
- Quản lý khách hàng tiềm năng: Lead scoring ranks each new lead by engagement so your sales team works the warmest contact record first.
- One system: CRM, marketing, sales, and project work sit together, which cuts the tool count for a small business.
Những điều nhóm chúng tôi nhận thấy
Của chúng tôi nhà văn signed up for Keap and spent several days building campaigns, forms, and follow-up sequences. Here is what stood out from that hands-on time:
Ưu điểm và nhược điểm của Keap
✅ Ưu điểm
- Automates almost every stage of the sales journey
- Connects with more than 2,500 platforms and tools
- Built-in invoicing and many payment processing integrations
- Dịch vụ chuyển đổi miễn phí và quản lý chăm sóc khách hàng tận tâm.
- Most users finish basic setup in about 20 minutes
❌ Nhược điểm
- Pricing is steep for entry-level entrepreneurs
- Cost climbs sharply once contacts pass each threshold
- Expert Coaching onboarding adds a one-time $499 fee
- The user community is quiet compared to larger CRM platforms
Nutshell CRM là gì?
Nutshell CRM is cloud-based CRM software for small to mid-sized B2B sales teams.
It handles contact management, deals, calendar sync, and click-to-call in one place.
Sales teams track work through multiple pipelines using Board, List, Map, and Chart views.
Email marketing, landing pages, and a web form builder ship without paid add-ons.
The design choice here is restraint rather than depth.
Nutshell skips complex features so a new user can be productive within days.
This walkthrough shows the interface and the pipeline views.
Runner Up: Nutshell CRM
Nutshell CRM ships unlimited contacts and no data limits on every plan. Free migration and free live support are included. A 14-day trial lets a single user test it first.
Bảng giá CRM tóm tắt
Nutshell CRM plans are sold per seat. Five tiers cover solo sellers through larger sales teams.
| Kế hoạch | Giá | Tốt nhất cho |
|---|---|---|
| Sự thành lập | 13 đô la/người dùng/tháng | A single user tracking a simple contact list |
| Sự phát triển | 25 đô la/người dùng/tháng | Small teams adding sales automation |
| Chuyên nghiệp | 42 đô la/người dùng/tháng | Teams needing multiple pipelines and personal email sequences |
| Việc kinh doanh | 59 đô la/người dùng/tháng | Teams that want the full reporting suite |
| Doanh nghiệp | 79 đô la/người dùng/tháng | Larger teams needing an audit log and priority support |
Pricing verified August 2026.
Dùng thử miễn phí: 14 days, free for new users. You can import contacts from any source with a CSV file during the trial.
Đảm bảo hoàn tiền: None published. The low entry tier keeps the risk small either way.
📌 Ghi chú: Free data migration and live support come with every plan, including Foundation. Most rivals reserve that help for premium tiers.
⚠️ Cảnh báo: The per user model looks cheap at one seat and stops looking cheap at ten. A ten-person team on Pro pays $420 each month.
Những lợi ích chính của Nutshell CRM
Here is where Nutshell CRM earns its place:
- Thời gian học hỏi ngắn: Reviewers rate it among the friendliest CRM platforms for small teams. Most people are productive within days.
- No data caps: Unlimited contacts ship as standard. Your contact list can grow without a surprise upgrade.
- Free migration and free live support: Chat and email support cover every customer, with priority queues for enterprise plans.
- Khám phá chất dẫn đầu: ProspectorIQ finds new contacts. VisitorIQ names the company browsing your site so you can chase more leads.
- Tích hợp: Google Workspace, Microsoft 365, Gmail, Outlook, Slack, MailChimp, and Zendesk connect directly. Zapier adds over 5,000 more.
- Phóng sự: Customizable dashboards track sales KPIs and funnel health without a data analyst.
Những điều nhóm chúng tôi nhận thấy
Our writer ran a test pipeline in Nutshell CRM for a week, importing contacts and firing off email templates. Here is what stood out:
Tóm tắt ưu điểm và nhược điểm của CRM
✅ Ưu điểm
- Minimal learning curve for a new sales team
- Free data migration and live support on all plans
- Số lượng liên hệ CRM không giới hạn, không giới hạn dung lượng dữ liệu.
- Well-reviewed mobile apps for iOS and Android
❌ Nhược điểm
- Công nghệ tự động hóa kém tiên tiến hơn so với HubSpot hoặc Salesforce
- Email attachment handling draws complaints in G2 reviews
- No native invoicing, checkout forms, or e commerce tools
- Per-seat billing gets expensive as headcount grows
So sánh tính năng
Both platforms share a foundation of contact records, deals, and reporting. The split shows up in how far each one follows the customer journey past the sale.
| Tính năng | Keap | Nutshell CRM |
|---|---|---|
| Giá khởi điểm | 299 đô la/tháng (hàng năm) | 13 đô la/người dùng/tháng |
| Dùng thử miễn phí | ✅ 14 ngày | ✅ 14 ngày |
| Tự động hóa tiếp thị | ✅ Advanced automations | ✅ Cơ bản |
| Công cụ xây dựng trang đích | ✅ | ✅ |
| Lập hóa đơn và xử lý thanh toán | ✅ Được tích hợp sẵn | ❌ Quotes only |
| Business Line for Calls and Texts | ✅ | ❌ |
| Nhiều đường ống | ✅ | ✅ Pro and above |
| Free Migration | ✅ | ✅ |
| Tích hợp với bên thứ ba | 2,500+ | Hơn 5.000 lượt thông qua Zapier |
| Tốt nhất cho | E commerce businesses automating sales and marketing | Small B2B sales teams wanting simple CRM software |
1. Tự động hóa bán hàng
Keap: The Campaign Builder is a visual flowchart where you drop triggers and automated actions onto a canvas. Marketing automations run on when-then logic, so a form fill can tag a contact, start a sequence, and alert an owner. Templates cover the common sales campaigns, and drag and drop tools handle the rest.
Nutshell CRM: Sales automation here means lead routing, follow-up notifications, and automated tasks that stop deals from going quiet. It works well and takes minutes to set up. It is also less capable than what HubSpot, Salesforce, or Keap offers.
2. Quản lý quan hệ khách hàng và liên hệ
Keap: Every contact record holds email history, purchases, tags, and custom fields in one view. Because e commerce sits in the same system, you can see what someone bought and trigger cross sells from the same screen.
Nutshell CRM: Contact management covers calendar sync, click-to-call, custom fields, and shared notes so a whole team can pick up a conversation. You can import contacts from any source with a CSV file. Enterprise plans add an audit log for tracking who changed what.
3. Quản lý quy trình bán hàng
Keap: The sales pipeline is a visual board where deals move by drag and drop. Stage changes can fire automation, so moving a card to “Proposal Sent” can send a quote and set a reminder.
Nutshell CRM: Drag-and-drop boards handle the same job, and Pro plans unlock multiple pipelines for teams selling more than one product. Map view is the unusual one, plotting deals by geography for field sales territories.
4. Reporting and Dashboards
Keap: Reporting ties revenue back to the campaign that produced it, which is the payoff for keeping sales and marketing in one dashboard. You can watch conversion rates by sequence rather than guessing which email did the work.
Nutshell CRM: Customizable dashboards track sales KPIs, funnel stages, and rep activity. The full reporting suite arrives on the Business plan, so cheaper tiers get a lighter version of the same analytics.
⚠️ Cảnh báo: Reporting depth is gated on both sides. Confirm the reports you need exist on the plan you can afford before you migrate any data.
5. Các chiến dịch tiếp thị qua email
Keap: Email marketing runs off CRM tags and segments, so email campaigns can be narrow rather than blasted at everyone. Keap claims a 99.5% delivery rate on mail sent through the platform.
Nutshell CRM: You can build lists, send bulk mail, and run drip campaigns without a separate marketing tool. Personal email sequences send from a rep’s own Gmail or Outlook account, which suits one-to-one B2B selling.
6. Công cụ AI
Keap: Keap AI drafts email copy and suggests automations from a plain-language prompt. It is aimed at people who know what they want to say but not how to build the sequence.
Nutshell CRM: AI here points at revenue-driving work: summarising calls, timelines, and next steps. It supports the rep rather than replacing the writing.
7. Lead Capture and Lead Scoring
Keap: Lead scoring rates each prospect by engagement, so your team can score leads and work the hottest first. Lead management and tracking then log every touch against that lead score.
Nutshell CRM: Lead capture runs through a web form that drops submissions straight into the pipeline. VisitorIQ identifies which company visited your site, and AI cuộc họp summaries keep the context attached to the person.
8. Landing Pages, Checkout Forms and Invoicing
Keap: The landing page builder lets you publish one landing page or connect multiple landing pages into a single funnel. Checkout forms, invoicing and payment processing sit behind those pages, which is why e commerce businesses tend to pick Keap.
Nutshell CRM: Landing pages exist and quotes can be generated, but there is no native checkout. You send an invoice from another app once the deal closes.
9. Third Party Integrations
Keap: More than 2,500 platforms and tools connect to Keap, including most payment processing gateways. Because invoicing is native, you need fewer third party tools in the first place.
Nutshell CRM: Direct integration covers Google Workspace, Microsoft 365, Slack, MailChimp, and Zendesk, plus over 5,000 apps through Zapier. The catch is that more of your stack stays outside the CRM.
10. Communication and Support
Keap: A business line handles calls and texts inside the app, so client replies land next to the deal. Support runs 24/7 on chat and email, with phone support on weekdays for U.S. customers. Free on-demand training, training webinars, and a knowledge base cover setup.
Nutshell CRM: Live chat and email support reach every customer, and enterprise accounts get a priority queue. There is no phone line built into the product, so calls happen elsewhere.
11. Định giá & Chi phí
The two products do not price the same way, which makes a straight comparison tricky.
| Kế hoạch | Keap | Nutshell CRM |
|---|---|---|
| Lối vào | — | Gói cơ bản: 13 đô la/người dùng/tháng |
| Giữa | — | Tăng trưởng: 25 đô la/người dùng/tháng |
| Phần giữa trên | — | Phiên bản Pro: 42 đô la/người dùng/tháng |
| Trình độ cao | — | Doanh nghiệp: 59 đô la/người dùng/tháng |
| Hạng cao nhất | 299 đô la/tháng (Thanh toán hàng năm) | Phiên bản doanh nghiệp: 79 đô la/người dùng/tháng |
| Mô hình thanh toán | By contact volume | Mỗi người dùng |
Keap: The monthly fee is high and the price climbs as your contact list crosses each threshold. Extra seats cost $30 per user per month. That maths works for a business already earning from repeat business, and badly for a brand new one.
Nutshell CRM: Foundation is one of the cheapest ways to run real CRM software. Cost scales with headcount instead of contacts, so a five-person team on Business pays $295 each month and lands close to Keap.
Các kịch bản khác nhau
| Nếu bạn cần… | Chọn | Tại sao |
|---|---|---|
| The lowest monthly fee | Nutshell CRM | Starts at $13 per seat |
| Tự động hóa bán hàng và tiếp thị | Keap | Deeper automated actions |
| Lập hóa đơn và xử lý thanh toán | Keap | Native checkout forms |
| A simple CRM for a small sales team | Nutshell CRM | Đường cong học tập tối thiểu |
| E commerce features in the CRM | Keap | Sells and bills in one system |
| Unlimited contacts on a budget | Nutshell CRM | No data limits at any tier |
💰 Ngân sách của bạn
Keap asks for $299 a month before you have sent a single email. Nutshell CRM lets one person start for the price of a takeaway lunch.
🔌 Bộ công nghệ của bạn
Already paying for a mail tool, a page builder, and an invoicing app? Keap can replace all three. If your stack is settled, Nutshell CRM slots in beside it.
📝 Quy trình bán hàng của bạn
Long B2B cycles with a handful of clients suit Nutshell CRM. High-volume funnels that need automated follow-up to increase conversions suit Keap.
🎓 Trình độ kinh nghiệm của bạn
Nutshell CRM is the more user friendly of the two on day one. Keap rewards patience, and the free coaching means help is there when you have needed assistance.
🆓 Dùng thử và bản demo miễn phí
Both give you 14 days. Load your real contact list into each one, not a sample, because the difference shows up under real data.
🛟 Các tùy chọn hỗ trợ
Keap answers on chat 24/7 and by phone on weekdays. Nutshell CRM keeps live chat and email free for everyone, which is rare at $13 a seat.
Hướng dẫn chuyển đổi
Already on one of them? Here is what changes when you move.
🔄 Đang chuyển từ Keap sang Nutshell CRM?
✅ Những lợi ích bạn sẽ nhận được:
- A much smaller bill for a single user or a tiny team
- Unlimited contacts with no threshold pricing
- A simpler interface your reps will actually update daily
❌ Những gì bạn sẽ mất:
- Native invoicing, checkout forms, and e commerce tools
- The dedicated business line for calls and texts
- Advanced automations built around lead scoring
📋 Cách chuyển đổi:
- Export contacts, custom fields, and open deals from Keap as CSV
- Start the Nutshell CRM trial and ask for the free migration
- Rebuild your pipelines, then move billing to a separate invoicing app
🔄 Đang chuyển từ Nutshell CRM sang Keap?
✅ Những lợi ích bạn sẽ nhận được:
- One system for CRM, marketing, and e commerce sales
- A drag and drop Campaign Builder for building campaigns visually
- A dedicated success manager and free on-demand product training
❌ Những gì bạn sẽ mất:
- Per-seat pricing that stays cheap for one or two people
- Map view and the lighter, faster daily interface
- ProspectorIQ and VisitorIQ lead discovery
📋 Cách chuyển đổi:
- Export your contacts and deal history from Nutshell CRM
- Open the 14-day Keap trial and use the free migration offer
- Rebuild one campaign first, then move the rest once it works
Những điều mà bài đánh giá của chúng tôi chưa đề cập
This comparison looked at small businesses and small sales teams. We did not test either platform at 50+ seats, and we did not audit security certifications, data residency across territories, or how each one handles other languages. Enterprise contracts and custom pricing sit outside what we checked. Both products update often, so confirm the current feature list on the vendor site before you sign.
Phán quyết cuối cùng
| Loại | Người thắng |
|---|---|
| 💰 Giá cả | Nutshell CRM |
| 🚀 Tự động hóa tiếp thị | Keap |
| 🎯 Quản lý khách hàng tiềm năng | Keap |
| 👶 Dễ sử dụng | Nutshell CRM |
| 🛒 E Commerce and Invoicing | Keap |
| 🔌 Tích hợp | Keap |
| 🛟 Support and Onboarding | Keap |
| 🏆 Người chiến thắng chung cuộc | Keap |
🏆 NGƯỜI CHIẾN THẮNG: KEAP
Keap wins 5 of 7 categories and holds a 4.2 rating against 2.8.
Phù hợp nhất cho: E commerce businesses, service firms chasing repeat business, and owners who want sales and marketing under one roof.
These are not really the same product. Keap is an automation platform that happens to include a CRM, while Nutshell CRM is a CRM that happens to include some marketing.
If your business strategy depends on follow-up sequences, checkout forms, and one dashboard for everything, Keap earns the price. We recommend Keap CRM for owners at that stage, and the free coaching removes most of the setup risk.
Nutshell CRM is the smarter buy for a small B2B team that wants clean contact management and nothing more. Match the tool to your growth goals rather than to the feature list.
So sánh thêm về Keap
Here is how Keap holds up against the other CRM platforms buyers shortlist:
Keap thắng nhờ: native invoicing, the built-in business line, cheaper entry to full automation
HubSpot thắng nhờ: a genuine free tier, reporting depth, a far larger app marketplace
So sánh Keap và ActiveCampaign
Keap thắng nhờ: payments and checkout in the same system, guided onboarding, small business fit
ActiveCampaign thắng nhờ: email deliverability tooling, cheaper starting tiers, finer segmentation controls
Keap vs GoHighLevel
Keap thắng nhờ: a calmer interface, hands-on coaching, a more stable release cycle
GoHighLevel thắng nhờ: agency sub-accounts, white labelling, unlimited contacts at a flat rate
Keap thắng nhờ: marketing automation, e commerce features, follow-up that runs without a rep
Truyền động đường ống thắng nhờ: per-seat pricing, deal-focused simplicity, faster rollout for a pure sales team
So sánh thêm về Nutshell CRM
And here is where Nutshell CRM sits against its closest rivals:
Nutshell CRM vượt trội nhờ: included email marketing, free migration and live support, Map view for territories
Pipedrive thắng nhờ: forecasting tools, a wider add-on catalogue, more mature workflow rules
So sánh Nutshell CRM và Freshsales CRM
Nutshell CRM vượt trội nhờ: unlimited contacts, plain onboarding, support that is free at every tier
Freshsales CRM chiến thắng nhờ: a free starter plan, built-in phone, deeper AI scoring
Tóm lại, CRM so với... Viên nang CRM
Nutshell CRM vượt trội nhờ: lead discovery with ProspectorIQ, richer pipeline views, stronger mobile apps
Capsule CRM vượt trội nhờ: a free plan for two users, lower mid-tier pricing, lighter setup
This video runs through the alternatives worth checking before you decide.
Câu hỏi thường gặp
Keap được dùng để làm gì?
Small business owners use it to store customer data, automate follow-up, run email campaigns, build landing pages, and take payments. It replaces several separate apps with one system.
Infusionsoft và Keap có những điểm khác biệt gì?
They are the same company. Infusionsoft rebranded as Keap in 2019 to signal a focus on small business automation rather than enterprise marketing.
Nutshell có phải là một hệ thống CRM tốt không?
For small B2B sales teams that value simplicity, yes. Reviewers rate the ease of use highly. Automation depth is the trade-off you accept for that simplicity.
Phần mềm CRM có giá bao nhiêu mỗi tháng?
Most sit between $13 and $80 per user each month. All-in-one platforms priced by contact volume, like this article’s winner, start far higher at $299 monthly.
Phần mềm CRM nào đứng đầu?
Salesforce leads on market share, but the CRM tốt nhất is the one your team opens daily. Between these two, Keap takes the win on features and rating.
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