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

bởi | Last updated Sep 9, 2026

Người thắng
Salesforce
4.5
  • 5/5 in Data Báo cáo Nghiên cứu
  • 4000+ Integrations
  • Lực lượng đặc vụ Ứng dụng AI Phát triển
  • Custom Reports & Dashboards
  • Lightning Experience Interface
  • Dùng thử miễn phí 30 ngày
  • Các gói dịch vụ từ 25 đô la/người dùng/tháng
Chạy lên
giữ
4.2
  • Tự động hoá Built in 3 Minutes
  • 84% of Users Gained Clients
  • Saves Customers 10 Hours/Week
  • Rated 9/10 for Customer Service
  • Tận tụy Việc kinh doanh Đường dây điện thoại
  • Dùng thử miễn phí 14 ngày
  • 299 đô la/tháng (Thanh toán hàng năm)

⚡ Nhận định nhanh:

  • Chạy: Salesforce starts at $25/user/month. Keap costs $299/month billed annually.
  • Phù hợp nhất cho: Keap suits small businesses that want sales automation in one system. Salesforce fits enterprise companies with complex sales processes.
  • Điểm khác biệt chính: Keap bundles email marketing, chữ, landing pages, and invoicing. Salesforce CRM sells marketing as separate products inside Marketing Cloud.
  • Lựa chọn của chúng tôi: Salesforce, based on its 4.5 rating, 4000+ integrations, and deeper customization options.
Keap vs Salesforce Comparison

Hai người này CRM platforms are not fighting over the same customer.

Keap is built for growing small businesses that need automation fast.

Salesforce is built for larger businesses with entire technology departments.

That single split explains almost every price and feature gap below.

Here is the full Keap vs Salesforce breakdown to help you decide.

Toàn cảnh

This Keap vs Salesforce comparison covers pricing, features, support, and ease of use.

We also break down which team size each platform serves best.

Của chúng tôi nhà văn spent hands-on time inside Keap directly.

Notes on Salesforce come from published documentation and G2 reviews.

By the end, you can make an informed decision about both platforms.

Keap là gì?

Keap is the CRM and business automation software built for growing small businesses.

It was called Infusionsoft before the 2019 rebrand.

One package covers email marketing, text marketing, and appointment scheduling.

You also get a sales pipeline, task management, quotes, contracts, and invoicing.

Keap suits consultants, coaches, and other service based businesses under $5 million in revenue.

Most accounts are run by the owner or one key team member.

The interface helps them automate marketing and sales processes without a steep learning curve.

Keap

⭐ 4.2/5 | 💰 299 đô la/tháng (Thanh toán hàng năm)

Keap customers save 10 hours a week. In as little as 3 minutes, you can automate a repetitive task.

Giá cả hợp lý

Keap keeps its pricing simple. One plan, billed yearly, with contact limits attached.

Kế hoạchGiáTốt nhất cho
Keap299 đô la/tháng (Thanh toán hàng năm)Small teams that want CRM, marketing, and invoicing in one system

Pricing verified September 2026.

Giá cả hợp lý

Dùng thử miễn phí: Yes. Keap offers a 14-day free trial. There is no free plan.

Đảm bảo hoàn tiền: Keap does not publish a standard refund window. Cancel before renewal to avoid another year.

📌 Ghi chú: Setup usually adds a one-time onboarding fee of around $499. Legacy customers on Keap Max Classic sit on older pricing that new signups cannot access.

⚠️ Pricing conflict: Our CSV records a single $299/month plan billed annually. Third-party sources list a three-tier structure at $159, $229, and $279 per month for 1,500 contacts. Check the checkout page before you buy, since the cost climbs as your contact list grows.

Những lợi ích chính của Keap

Here is what makes Keap worth a look for smaller teams:

  • Tự động hóa dễ dàng Nhà xây dựng: Build workflows without code. Keap says a repetitive task can be automated in about three minutes.
  • One System, Many Jobs: Capture a lead, add them to the CRM, send a welcome message, and create a sales task in one place.
  • Đường dây điện thoại dành riêng cho doanh nghiệp: Keap separates work texts from personal ones. Send 1:1 texts, automated tiếp cận cộng đồng, and broadcasts from phone or desktop.
  • Invoicing That Chases Itself: Keap automates follow up on past-due invoices. That removes an awkward job most owners delay.
  • Built-In Sales Tools: Landing pages, quotes, and contracts ship inside the base plan. You avoid buying additional software for basic marketing campaigns.
  • Kết quả đã được chứng minh: 84% of Keap customers saw an increase in clients. Customers report saving 10 hours a week.
  • Mobile and Reporting Updates: An improved mobile app manages campaigns on the go. New dashboards track marketing performance and ROI.
Giữ vững những lợi ích hàng đầu

Những điều nhóm chúng tôi nhận thấy

Our writer signed up for Keap and spent several days building automations and a test pipeline. Here is what stood out from that hands-on time:

Vòng đời Keap CRM

Ưu điểm và nhược điểm của Keap

✅ Ưu điểm
  • Email marketing, SMS, and landing pages are included in the base plan
  • User friendly interface with a short learning curve for new users
  • Automation builder needs no coding knowledge
  • Dedicated business phone line for texts and broadcasts
  • Rated 9 out of 10 for customer service
❌ Nhược điểm
  • Around 29 integrations, far behind Salesforce
  • Cost escalates quickly as contact lists grow
  • Không có gói miễn phí, chỉ có bản dùng thử 14 ngày.
  • Reporting is lighter than enterprise analytics tools

Salesforce là gì?

Salesforce is a CRM platform focused on mid-market and enterprise-level corporations.

The suite covers sales force automation, customer service, marketing automation, and analytics.

It is designed for larger companies that need an unlimited number of users.

Sales teams work inside Lightning Experience, the modern Salesforce CRM interface.

Marketing lives in Salesforce Marketing Cloud, sold as a separate product.

Salesforce also suits companies that must comply with strict data regulations.

Đánh giá trung thực về Salesforce CRM - Xem trước khi sử dụng

🏆 Người chiến thắng: Salesforce

⭐ 4.5/5 | 💰 Từ 25 đô la/người dùng/tháng

Salesforce scores a perfect 5/5 in data reporting research. Over 4000 integrations connect it to the rest of your stack.

Bảng giá Salesforce

Salesforce charges per user, so the monthly total moves with your headcount.

Kế hoạchGiáTốt nhất cho
Những điều cần thiết25 đô la/người dùng/thángCác nhóm bán hàng nhỏ đang thử nghiệm nền tảng.
Chuyên nghiệp75 đô la/người dùng/thángGrowing teams that need forecasting and custom reports
Doanh nghiệp150 đô la/người dùng/thángEnterprise companies with complex sales processes

Pricing verified September 2026.

Bảng giá Salesforce

Dùng thử miễn phí: Yes. Salesforce provides a 30-day free trial. There is no free plan.

Đảm bảo hoàn tiền: Contracts are usually annual. Refunds depend on the terms your account executive signs off.

📌 Ghi chú: Setup is the hidden cost. Rollout can run from $10,000 to $40,000 for small businesses, and pricing reaches six or seven figures for large enterprises.

⚠️ Pricing conflict: Our CSV lists three tiers from $25 to $150 per user monthly. Some sources quote a Basic plan near $410 per month with unlimited users, billed annually. Add-on products change the total, so price your exact seat count first.

Những lợi ích chính của Salesforce

Here is what the platform offers that smaller tools cannot match:

  • Độ sâu báo cáo: Salesforce scores a perfect 5/5 in data reporting research. Its visualization tools turn raw pipeline data into valuable insights.
  • Tích hợp: Over 4000 integrations connect Salesforce to finance, support, and marketing tools. Keap offers around 29.
  • Tùy chỉnh chuyên sâu: Teams build tailored workflows, objects, and custom reports. Customization options extend to full app development.
  • Số lượng người dùng không giới hạn: The platform is designed for larger businesses that keep adding seats. Growth does not force a migration.
  • Data Governance: Strong data management and bảo vệ features suit companies under strict regulations.
  • Marketing at Scale: Salesforce Marketing Cloud and Journey Builder handle multi-step marketing campaigns for medium and large enterprises.
  • Hỗ trợ truy cập: Paid tiers add phone support alongside email support and a large knowledge base.
Salesforce CRM dashboard
Trang chủ Salesforce

Những điều nhóm chúng tôi nhận thấy

Note: We have not had extended hands-on time inside a live Salesforce org. The points above come from published documentation, pricing pages, and G2 reviews.

Ưu điểm và nhược điểm của Salesforce

✅ Ưu điểm
  • Scores a perfect 5/5 in data reporting research
  • Over 4000 integrations with other business software
  • Deep customization for tailored workflows and reports
  • Supports an unlimited number of users
  • 30-day free trial before you commit
❌ Nhược điểm
  • Takes at least a month to learn, so it is not beginner-friendly
  • Rollout can cost $10,000 to $40,000 for small businesses
  • Complex pricing that shifts with users and add-on products
  • Email and SMS marketing require separate Marketing Cloud products

So sánh tính năng

Ready for the detailed Keap vs Salesforce comparison?

We cover ten areas that decide which platform fits your operations.

Tính năngKeapSalesforce
Giá khởi điểm299 đô la/tháng (Thanh toán hàng năm)25 đô la/người dùng/tháng
Gói miễn phí
Dùng thử miễn phí✅ 14 ngày✅ 30 ngày
Email Marketing Included❌ (Tiện ích bổ sung cho Marketing Cloud)
SMS & Business Phone Line
Landing Pages Included
Tích hợp~294000+
Báo cáo và phân tích tùy chỉnhBasic dashboards✅ 5/5 reporting score
Người dùng không giới hạn
Tốt nhất choDoanh nghiệp nhỏ và chủ sở hữu cá nhânEnterprise companies and large sales teams

1. Quản lý quan hệ khách hàng và liên hệ

Keap: Contacts, tasks, and notes sit in one simple record. You can capture a lead, add them to the CRM, send a welcome message, and create a sales task in the same system. Small teams can run it without a specialist.

Keap CRM

Salesforce: The CRM handles accounts, contacts, opportunities, and custom objects across large customer bases. It is built for businesses with complex sales processes. That power comes with more setup work.

Nền tảng CRM Salesforce

2. Tự động hóa bán hàng

Keap: The Easy Automation Builder creates workflows without coding knowledge. Keap says you can automate a repetitive task in as little as 3 minutes. It is strong for lead nurturing sequences triggered by customer actions.

Công cụ tự động hóa CRM Keap

Salesforce: Flow handles sales force automation, approvals, and record updates across departments. It can model rules that Keap cannot express. Admins usually build and maintain it.

Tự động hóa Salesforce

💡 Mẹo hay: Map your three most common repetitive tasks before either trial. Automate those first, then judge the automation platform on real work.

3. Tiếp thị qua email

Keap: Native email marketing ships in the base plan. Broadcasts, sequences, and follow up all run beside the CRM record. No additional software is needed to send campaigns.

Tiếp thị qua email Keap

Salesforce: Sales Cloud includes email templates for one-to-one selling. Bulk marketing efforts move to Salesforce Marketing Cloud, which is priced separately. That split raises cost for small teams.

Mẫu email Salesforce

4. Text Messaging and Customer Support Tracking

Keap: You get a dedicated business phone line that keeps work and personal messages separate. Send 1:1 texts, automate text outreach when prospects act, and send broadcasts from phone or desktop.

Nội dung email cho Keap CRM

Salesforce: Service Cloud tracks cases, queues, and SLAs for support teams. It suits companies with dedicated support staff. Small businesses rarely need that structure.

Salesforce Theo dõi Hỗ trợ Khách hàng

5. Landing Pages and Marketing Campaigns

Keap: Landing pages are built in, so you can create a capture form and connect it to automation the same day. This keeps marketing processes inside one login for small businesses.

Trang đích cho Keap CRM

Salesforce: Marketing and advertising tools sit in Marketing Cloud, where Journey Builder maps multi-channel campaigns. It is designed for medium to large enterprises with substantial customer databases.

Tiếp thị và quảng cáo của Salesforce

6. Sales Pipeline and Deal Tracking

Keap: The drag-and-drop sales pipeline moves deals through stages and triggers automation at each step. Quotes, contracts, and invoicing attach to the same deal record.

Quy trình bán hàng cho Keap CRM

Salesforce: Visual analytics show pipeline health, forecast categories, and rep performance side by side. Managers can slice the same data several ways without exporting it.

Phân tích trực quan Salesforce

7. Lead Management and Tracking

Keap: Leads are captured, tagged, and scored inside the same workspace as sales and marketing tasks. Owners see the whole journey without switching platforms.

Quản lý và theo dõi khách hàng tiềm năng Keap

Salesforce: Lead routing, scoring, and territory rules scale to hundreds of reps. Analytics then tie every lead source back to revenue.

Phân tích Salesforce

8. Tính năng AI

Keap: Keap AI helps draft emails and speed up campaign copy for owners writing everything themselves. It assists the work rather than restructuring it.

Trí tuệ nhân tạo Keap

Salesforce: AI automation runs across records, and Agentforce lets teams build Ứng dụng AI on top of their own data. That depth needs developer time to pay off.

Tự động hóa AI của Salesforce

9. Reporting, Customization and Integrations

Keap: New dashboards and customizable reports track marketing performance and ROI. Around 29 integrations cover common tools, so unusual stacks may need workarounds.

Quản lý đường ống Keap

Salesforce: A 5/5 reporting score, custom reports, and 4000+ integrations give analysts room to customize almost everything. You need someone who can maintain it.

Nhà phát triển ứng dụng Salesforce Agentforce và AI

⚠️ Cảnh báo: Deep customization creates maintenance debt. Every custom field and report needs an owner, or your data quality slips within a year.

10. Định giá & Chi phí

Here are both pricing structures side by side.

Kế hoạch cấp độKeapSalesforce
Miễn phí
Lối vào299 đô la/tháng (Thanh toán hàng năm)Gói cơ bản: 25 đô la/người dùng/tháng
Giữa❌ Single planGói chuyên nghiệp: 75 đô la/người dùng/tháng
Đứng đầu❌ Single planDoanh nghiệp: 150 đô la/người dùng/tháng
Sự thử nghiệm14 ngày30 ngày

Keap: One flat price covers the whole team plus marketing tools you would otherwise buy separately. Contact volume drives the cost up, not seat count. A one-time onboarding fee near $499 applies at setup.

Salesforce: Entry pricing looks cheap at $25 per user, but marketing, support, and analytics products are priced on top. Rollout for a doanh nghiệp nhỏ can run $10,000 to $40,000.

Các kịch bản khác nhau

Nếu bạn cần…ChọnTại sao
All-in-one tools for a small teamKeapEmail, SMS, and pages included
Advanced analytics and custom reportsSalesforceĐiểm báo cáo hoàn hảo 5/5
Automation without a specialistKeapNo coding knowledge required
Unlimited users as you scaleSalesforceBuilt for large sales teams
Wide integration coverageSalesforce4000+ integrations versus 29
Fastest time to first campaignKeapĐường cong học tập ngắn hơn

💰 Ngân sách của bạn

Keap’s flat monthly cost is easier to forecast than per-seat billing. Salesforce looks cheaper per user until add-on products and setup fees land.

🔌 Bộ công nghệ của bạn

Check your must-have tools against both integration lists first. With 4000+ options, Salesforce almost always connects.

📝 Quy trình bán hàng của bạn

Hands-on selling with follow-up sequences fits Keap. Multi-stage deals with approvals and territories fit Salesforce.

🎓 Trình độ kinh nghiệm của bạn

Most users say Salesforce takes at least a month to learn. Onboarding can stretch from one to three months once setup work is included.

🆓 Dùng thử và bản demo miễn phí

Keap gives 14 days and Salesforce gives 30. Load real contacts during the trial so the test matches your specific needs.

🛟 Các tùy chọn hỗ trợ

Keap is rated 9 out of 10 for customer service, which matters when nobody internally owns the system. Salesforce leans on its knowledge base, with premium tiers unlocking faster help.

Hướng dẫn chuyển đổi

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

🔄 Đang chuyển từ Keap sang Salesforce?

✅ Những lợi ích bạn sẽ nhận được:

  • Reporting depth and dashboards that support real growth planning
  • Over 4000 integrations instead of roughly 29
  • Unlimited users and territory-level permissions

❌ Những gì bạn sẽ mất:

  • Included email and SMS marketing in the base plan
  • The dedicated business phone line
  • Built-in invoicing and past-due follow up

📋 Cách chuyển đổi:

  1. Export contacts, tags, and deal history from Keap as CSV
  2. Start the 30-day Salesforce trial and map fields before import
  3. Rebuild your top automations in Flow, then budget for a marketing tool
🔄 Đang chuyển từ Salesforce sang Keap?

✅ Những lợi ích bạn sẽ nhận được:

  • Email, text, landing pages, and invoicing in one price
  • A shorter learning curve for non-technical owners
  • Lower setup cost, with onboarding near $499 instead of five figures

❌ Những gì bạn sẽ mất:

  • Advanced analytics and granular custom reports
  • Thousands of integrations and app development options
  • Unlimited seats for large departments

📋 Cách chuyển đổi:

  1. Export accounts, contacts, and open opportunities from Salesforce
  2. Open the 14-day Keap trial and import your list with tags
  3. Rebuild pipeline stages, then switch off the old org at renewal

Những điều mà bài đánh giá của chúng tôi chưa đề cập

This comparison focused on small teams and mid-market sales operations. We did not test Salesforce add-on products like Revenue Cloud, nor did we audit either API in depth. Nonprofit and education discounts sit outside our scope. If you manage a 200-seat rollout, your priorities will differ from what we covered here.

Phán quyết cuối cùng

LoạiNgười thắng
💰 Minh bạch giá cảKeap
🚀 Các tính năng cốt lõi của CRMSalesforce
⚡ Tự động hóa bán hàngCà vạt
🎯 Báo cáo & Phân tíchSalesforce
👶 Dễ sử dụngKeap
🔌 Tích hợpSalesforce
📣 Built-In MarketingKeap
🏆 Người chiến thắng chung cuộcSalesforce

🏆 NGƯỜI CHIẾN THẮNG: SALESFORCE

Salesforce wins 3 of 7 categories and takes the overall rating at 4.5 versus 4.2.

Phù hợp nhất cho: Enterprise companies, large sales teams, regulated industries, data-heavy operations

These are two different products aimed at two different buyers. Salesforce wins on depth, reporting, and integration coverage.

Keap wins on simplicity and on how much it includes for one price. For small service based businesses, it remains an excellent choice.

If you have a technology department, analysts, and complex sales processes, Salesforce is the stronger long-term system. If a business owner runs the CRM between client calls, Keap will get you live faster.

So sánh thêm về Keap

Here is how Keap measures up against other small business platforms:

Keap so với HubSpot

Keap thắng nhờ: Included SMS and business phone line, invoicing built into deals, flat pricing with no per-seat math

HubSpot thắng nhờ: Free starting tier, larger app marketplace, stronger content and blogging tools

So sánh Keap và ActiveCampaign

Keap thắng nhờ: Quotes and invoicing in the same record, appointment scheduling, phone-line texting

ActiveCampaign thắng nhờ: Cheaper entry price, deeper email segmentation, wider integration list

So sánh Keap và GoHighLevel

Keap thắng nhờ: Cleaner interface for non-technical owners, 9/10 customer service rating, steadier deliverability reputation

GoHighLevel thắng nhờ: Agency sub-accounts, white-label resale, lower cost per client managed

Keap vs Truyền động đường ống

Keap thắng nhờ: Marketing automation included, e-commerce and checkout tools, one-system lead capture

Pipedrive thắng nhờ: Lower per-user price, faster pipeline setup, lighter feel for pure sales teams

So sánh chi tiết hơn về Salesforce

Salesforce competes with several platforms worth a look before you sign:

Top 5 giải pháp thay thế Salesforce CRM tốt nhất cho doanh nghiệp nhỏ

Salesforce so với HubSpot

Salesforce thắng thế nhờ: Custom object modelling, forecast accuracy for large teams, governance controls for regulated data

HubSpot thắng nhờ: Faster onboarding, marketing bundled with CRM, lower admin overhead

Salesforce so với Zoho CRM

Salesforce thắng thế nhờ: Partner network depth, enterprise reporting, AI app development with Agentforce

Zoho CRM vượt trội ở các điểm sau: Much lower seat cost, bundled office suite, simpler admin for small teams

Salesforce so với Pipedrive

Salesforce thắng thế nhờ: Multi-department workflows, analytics depth, scale beyond a hundred reps

Pipedrive thắng nhờ: Same-day setup, predictable pricing, less admin time per month

Salesforce so với Freshsales

Salesforce thắng thế nhờ: Integration count, compliance tooling, customization for unusual processes

Freshsales thắng nhờ: Built-in phone and chat, gentler learning curve, cheaper mid-tier plans

Câu hỏi thường gặp

Còn gì tốt hơn Keap nữa?

Salesforce is better for larger teams needing analytics and customization. HubSpot suits content-led marketing. Pipedrive fits pure sales teams that want a lighter tool.

Cây Keap có công dụng gì?

Keap is good for small service businesses that want lead capture, email, text, scheduling, and invoicing in one system. It automates routine sales tasks without coding.

Keap có phải là một công cụ CRM không?

Yes. Keap is a CRM with business automation built in. Alongside contact records, it handles marketing campaigns, sales pipelines, quotes, and payments.

Ai là đối thủ cạnh tranh lớn nhất của Salesforce?

Microsoft Dynamics 365 is the closest enterprise rival. HubSpot competes hardest in the mid-market, while Zoho and Pipedrive pull budget-conscious teams away.

Salesforce có phải là hệ thống CRM số 1 không?

Salesforce holds the largest CRM market share and the widest integration network. That makes it the default enterprise pick, though not automatically the right one for you.

Fahim Joharder, Người sáng lập

Fahim Joharder, Người sáng lập

Đã thử nghiệm hơn 900 công cụ AI. Hơn 250.000 độc giả mỗi tháng.

🤝 Về hợp tác:

📩 fahim@fahimai.com hoặc Đặt lịch gọi

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