⚡ 快速结论：
- 定价： 周一 客户关系管理 starts at $9 per user per month. Keap CRM is listed at $299/month (annually billed).
- 最适合： Monday CRM suits sales teams that also run projects. Keap suits 小型企业 that need sales and marketing automation with invoicing.
- 主要区别： Keap bundles landing pages, email marketing and payment processing. Monday CRM bundles work management, Kanban board and Gantt chart views.
- 我们的选择： 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.
概述
This Keap vs Monday CRM comparison covers pricing, key features, and ease of use for both CRM platforms.
我们的 作家 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是什么？
Keap is a customer relationship management platform built for small 商业 业主。
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 商业.
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.
基普
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.
Keap定价
Keap plans are priced by contact volume rather than per user.
| 计划 | 价格 | 最适合 |
|---|---|---|
| 基普 | 每月 299 美元（按年计费） | 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 | 每月 30 美元 | Growing sales teams adding seats |
Pricing verified August 2026.
免费试用： 14 days with access to all the features. No long-term contract required upfront.
退款保证： Keap does not publish a standard refund window. Cancel before renewal to avoid the next monthly fee.
📌 笔记： 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.
Keap的主要优势
Here is what makes Keap CRM worth a look:
- 活动创建器： A visual flowchart tool for building campaigns with drag and drop tools. You can map automated actions across the whole customer journey.
- 领先得分： 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.
- 落地页生成器： Build landing pages, web form assets, and checkout forms inside the same account. You can connect multiple landing pages to one campaign.
- 专属业务线： 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.
我们的团队注意到了什么
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:
Keap 的优缺点
✅ 优点
- 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
❌缺点
- 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
什么是Monday CRM？
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.
🏆 优胜者：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.
周一 CRM 定价
Monday CRM charges per user, which keeps the entry cost low for smaller teams.
| 计划 | 价格 | 最适合 |
|---|---|---|
| 基本的 | 每用户每月 9 美元 | Solo sellers tracking one sales pipeline |
| 标准 | 每用户每月 12 美元 | Teams needing guest access and more automation features |
| 专业版 | 每用户每月 19 美元 | Sales teams needing time tracking and advanced 报道 |
Pricing verified August 2026.
免费试用： 14 days on paid plans. A limited free version also exists on the work management side, capped at two team members and three boards.
退款保证： Monday bills monthly or annually, with a discount for annual payment. Cancel before renewal.
📌 笔记： 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.
Monday CRM 的主要优势
Here is where Monday earns its place against other CRM software:
- 多个项目视图： 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.
- 自定义仪表盘： Build custom dashboards that show project progress and pipeline value at a glance. Advanced reporting arrives on higher tiers.
- 协作功能： 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.
- 自动化构建器： Set up workflow automation without code. Automated tasks fire when a deal stage or date changes.
- 集成： Monday connects with over 50 apps including Slack, Google Calendar, Google Sheets, and Microsoft Teams.
- 学习资源： A knowledge base with hundreds of video tutorials plus a community forum helps new users get moving.
我们的团队注意到了什么
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.
星期一 CRM 的优缺点
✅ 优点
- 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
❌缺点
- 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
功能对比
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.
| 特征 | 基普 | 星期一客户关系管理 |
|---|---|---|
| 起价 | 每月 299 美元 | 每用户每月 9 美元 |
| 免费计划 | ❌ | ✅（免费版功能有限） |
| 营销自动化 | ✅ | ✅ |
| 落地页生成器 | ✅ | ❌ |
| 发票和付款处理 | ✅ | ❌ |
| 领先得分 | ✅ | ❌ |
| Gantt Chart & Kanban Board | ❌ | ✅ |
| 时间跟踪 | ❌ | ✅（专业版） |
| Task Dependencies | ❌ | ✅ |
| 最适合 | 小型企业 销售和营销自动化 | Sales teams managing projects too |
1. 联系人和潜在客户管理
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 数据 for a person in one profile.
星期一客户关系管理： 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. 销售渠道管理
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.
星期一客户关系管理： 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. 工作流自动化
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.
星期一客户关系管理： 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.
⚠️ 警告： 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. 文本 messages send from the same dedicated business line.
Broadcast sends and sequences use a separate editor.
星期一客户关系管理： 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. 着陆页和潜在客户获取
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.
星期一客户关系管理： 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. 线索评分和跟踪
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.
星期一客户关系管理： 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.
星期一客户关系管理： Monday MCP connects 人工智能助手 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.
星期一客户关系管理： 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.
星期一客户关系管理： 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.
💡 专业提示： 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. 定价与成本
This is where the two separate most sharply. One charges by contacts, the other per user.
| 计划 | 基普 | 星期一客户关系管理 |
|---|---|---|
| 入口 | 每月 299 美元（按年计费） | Basic: $9/user/month |
| 中 | 未提供 | Standard: $12/user/month |
| Top published | 未提供 | Pro: $19/user/month |
| Extra seat | 每月 30 美元 | 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.
星期一客户关系管理： 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.
不同场景
| 如果您需要…… | 选择 | 为什么 |
|---|---|---|
| 预算紧张 | 星期一客户关系管理 | Starts at $9 per user |
| 内置电子邮件营销 | 基普 | Native sender and segments |
| 发票和付款处理 | 基普 | Billing without a second tool |
| Managing projects and deals | 星期一客户关系管理 | Gantt, Kanban, dependencies |
| 着陆页和潜在客户获取 | 基普 | 包含着陆页构建器 |
| 适合初学者的设置 | 星期一客户关系管理 | Simpler first-week learning |
💰 您的预算
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.
🔌 您的技术栈
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.
📝 您的销售流程
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.
🎓您的经验水平
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.
🆓 免费试用和演示
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.
🛟 支持选项
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.
切换指南
Already on one of these? Here is what changes when you move.
🔄 从 Keap 切换到 Monday CRM？
✅ 你将获得：
- 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
❌ 你会失去什么：
- Native email marketing and the dedicated business line
- Invoicing, checkout forms, and payment processing
- Lead scoring and the landing page builder
📋 如何切换：
- 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
🔄 从 Monday CRM 切换到 Keap？
✅ 你将获得：
- 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
❌ 你会失去什么：
- Kanban and Gantt views for project timelines
- Time tracking, guest access, and resource management
- Low per-seat pricing as the team grows
📋 如何切换：
- 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
我们的评测没有涵盖的内容
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.
最终判决
| 类别 | 优胜者 |
|---|---|
| 💰 定价 | 星期一客户关系管理 |
| 🚀 营销自动化 | 基普 |
| 📊 Project and Task Management | 星期一客户关系管理 |
| 🎯 Lead Capture and Scoring | 基普 |
| 👶 易用性 | 星期一客户关系管理 |
| 🔌 集成 | 基普 |
| 🤝 Collaboration Features | 星期一客户关系管理 |
| 🏆 总冠军 | 星期一客户关系管理 |
🏆 优胜者：MONDAY CRM
Monday CRM takes 4 of 7 categories.
最适合： 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.
Keap 的比较
Here is how Keap holds up against other tools buyers shortlist:
Keap 获胜理由： Cleaner onboarding with free migration, a dedicated business line for calls and texts, and steadier email deliverability.
GoHighLevel 获胜： Agency white-labelling, sub-account management for clients, and lower cost when reselling to multiple businesses.
Keap 获胜理由： Native invoicing, checkout forms, and a bundled phone line that ActiveCampaign leaves to add-ons.
ActiveCampaign 在以下方面胜出： A cheaper starting tier, deeper split testing on email campaigns, and finer control over send timing.
Keap 获胜理由： A flatter price at moderate contact counts, built-in billing, and coaching included with the plan.
HubSpot 在以下方面胜出： A genuinely free CRM tier, stronger reporting, and a much larger marketplace of third party tools.
周一CRM对比更多
Monday sits in a crowded field of work management tools and project management platforms.
周一 CRM 胜出： A tidier interface, gentler onboarding for new users, and cleaner board customization.
点击上 获胜方式： A cheaper first paid tier, more task management depth per plan, and docs built into the workspace.
周一 CRM 胜出： Setup you can finish without a consultant, far lower per-seat cost, and visual boards non-sales staff understand.
Salesforce 获胜方式： Enterprise forecasting, territory management, and a consultant network no mid-market tool matches.
周一 CRM 胜出： Project views alongside deals, a friendlier board editor, and better cross-team visibility.
Zoho CRM 的优势在于： Built-in email sending, tighter suite pricing across Zoho apps, and stronger sales forecasting fields.
This video runs through the wider alternatives list.
常见问题解答
Keap是做什么用的？
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 是 CRM 工具吗？
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.
Infusionsoft现在叫什么名字？
Infusionsoft rebranded to Keap. The name change reflected a sharper focus on small business automation rather than a different product line.
Keap容易使用吗？
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.
那就是 最佳CRM软件 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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