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Keap CRM 与 Copper CRM:哪个更值得选择?

| Last updated Apr 26, 2026

优胜者
基普
4.2
  • 高级营销 自动化
  • 内置发票和支付功能
  • Email Marketing & SMS Built-In
  • 视觉宣传活动 建造者
  • E-Commerce & Landing Pages
  • AI Copywriting Tool Built-In
  • 套餐价格从每月 299 美元起
亚军
Copper CRM
3.5
  • Deep Google Workspace Integration
  • Auto-Captures Contacts from Gmail
  • 可视化销售流程跟踪
  • 内置项目管理
  • Automated Lead Enrichment
  • 提供14天免费试用
  • 套餐价格从每月每座 9 美元起。

⚡ Quick Verdict:

  • 定价: Keap starts at $299/month vs Copper 客户关系管理 at $9/seat/month
  • 最适合: Keap for marketing automation and payments; Copper 客户关系管理 for Google Workspace teams
  • 主要区别: Keap is an all-in-one CRM with email marketing and invoicing; Copper lives inside Gmail
  • Our pick: Keap for most small businesses needing automation, sales, and marketing in one place
Keap 与 Copper CRM 的比较

Keap and Copper CRM both claim to help small businesses manage customer 数据.

但它们解决的是截然不同的问题。

Keap is built for businesses that want automation, email marketing, and payment processing in one place.

Copper is built for teams that live inside Google Workspace and want a CRM with zero manual data entry.

The right pick depends on how your 商业 runs.

概述

This comparison covers pricing, features, ease of use, and automation for both CRM tools.

Our sources include published documentation, pricing pages, and user reviews from G2.

Keap vs Copper CRM both tools offer free trials, so you can test them before committing.

By the end, you’ll know which CRM fits your 商业 operations best.

Keap是什么?

Keap (formerly Infusionsoft) is an all-in-one CRM and marketing automation platform.

It’s built for small businesses that need to manage sales, marketing, and payments together.

The platform includes a visual campaign builder, email marketing, SMS, landing pages, and e-commerce tools.

It also has a built-in 人工智能工具 for writing marketing copy.

Keap is a strong fit for service-based businesses that want to automate follow-ups, invoicing, and lead management in one system.

基普

Keap is an all-in-one CRM for small businesses. It combines contact management, email marketing, invoicing, and sales automation in a single platform.

Keap定价

以下是 Keap 在 2026 年的成本。

计划价格最适合
基普每月 299 美元(按年计费)需要完整 CRM + 自动化功能的小型企业

Pricing verified April 2026.

Keap定价

免费试用: Yes — 14-day free trial available, no credit card required.

退款保证: Keap does not advertise a standard money-back guarantee. Contact support for refund details.

📌 笔记: Additional users can be added for $39/month each. Keap has historically required a one-time onboarding fee, so confirm current onboarding costs before signing up.

⚠️ 警告: Keap’s pricing is on the higher end for small businesses. The onboarding fee has ranged from $499 to over $1,500 historically. Ask about current fees before committing.

Keap的主要优势

Here’s what makes Keap worth considering:

  • Advanced Automation: Keap’s visual campaign builder lets you trigger complex sequences based on client actions. You can automate follow-ups, payment reminders, and lead nurturing without manual work.
  • 内置支付功能: Keap includes native invoicing and payment collection tools. You can send quotes, collect payments, and track revenue without a third-party payment app.
  • Email Marketing & SMS: Keap lets you create and send email campaigns and 文本 messages directly from the CRM. You don’t need a separate email marketing tool.
  • E-Commerce Features: Keap supports online sales with order forms, product pages, and payment processing. This is useful for businesses selling services or digital products.
  • 着陆页: You can build landing pages directly inside Keap. This keeps your marketing and sales data connected in one system.
  • Keap AI: The built-in AI tool helps write marketing copy for campaigns and emails. It speeds up content creation for small teams with limited resources.
Keap简介

What Our Team Noticed

我们的 作家 signed up for Keap and spent time exploring its automation and CRM features. Here’s what stood out:

Keap CRM 生命周期

Keap 的优缺点

✅ 优点
  • Powerful all-in-one marketing and sales automation
  • 内置发票和支付处理功能
  • Email marketing and SMS included in the platform
  • E-commerce and landing page tools built in
  • AI writing tool for marketing campaigns
❌缺点
  • 新用户学习曲线陡峭
  • Higher starting price compared to most CRMs
  • No free version — only a 14-day trial
  • Onboarding fees can add significant upfront cost

Copper CRM是什么?

Copper CRM is a Google Workspace-native CRM built for teams that work in Gmail every day.

It automatically captures contacts, email threads, files, and meetings from Gmail and Google Calendar.

There’s no manual data entry — Copper pulls customer data directly from your 收件箱.

It also includes visual sales pipelines, automated lead enrichment, and project management tools.

Copper is a strong fit for consulting firms, creative agencies, and any team running their business through Google Workspace.

Copper CRM教程 | Copper CRM新手入门指南(2026)

Copper CRM

Copper CRM lives inside Google Workspace. It captures contacts and emails automatically, so your team spends less time on data entry and more time on deals.

铜 CRM 定价

Here’s what Copper CRM costs in 2026.

计划价格最适合
起动机每席每月 9 美元Very small teams getting started
基本的每席每月 23 美元需要核心 CRM 功能的小团队
专业的每席每月 59 美元Growing teams needing full automation
商业每席每月 99 美元需要高级功能的大型团队 报道

Pricing verified April 2026.

铜 CRM 定价

免费试用: Yes — 14-day free trial available.

退款保证: Copper does not advertise a standard money-back guarantee. Check their terms before subscribing.

📌 笔记: Copper’s per-seat pricing means costs grow as your team grows. Most sales teams find the Professional plan at $59/seat/month hits the right balance of features and price.

⚠️ 警告: Copper requires a Google Workspace account to function. If your team doesn’t use Gmail and Google Calendar, Copper will not be a good fit.

Copper CRM 的主要优势

Here’s what makes Copper CRM worth considering:

  • Gmail-Native CRM: Copper lives inside Gmail through a Chrome extension. Your team manages deals, contacts, and tasks without leaving their inbox.
  • 零人工数据录入: Copper automatically captures contacts, email threads, files, and meetings. It connects them to the correct contact records without any manual input.
  • Google Workspace Sync: Copper syncs directly with Google Calendar, Drive, and Docs. Teams already using G-Suite get a CRM that fits naturally into their existing workflow.
  • 可视化销售流程: Copper provides drag-and-drop pipeline views for tracking deals and opportunities. The interface is clean and requires very little training.
  • 项目管理工具: Copper includes native project and task management. This makes it a practical choice for agencies and consulting firms managing ongoing client work.
  • 经济实惠的入门门槛: Starting at $9/seat/month, Copper is much more affordable than Keap for small teams. The per-seat model also scales predictably as you grow.
Copper CRM 主页

What Our Team Noticed

Our writer signed up for Copper CRM and explored it within their Google Workspace environment. Here’s what stood out:

Copper CRM个人经验

Copper CRM 的优缺点

✅ 优点
  • Excellent Gmail and Google Workspace integration
  • Automatic contact capture — no manual data entry
  • Intuitive interface with low training requirements
  • Built-in project management for agencies
  • More affordable entry point than Keap
❌缺点
  • Requires Google Workspace — not usable without Gmail
  • Limited native marketing automation compared to Keap
  • Fewer third-party integrations than other CRMs
  • 没有内置的发票或支付处理功能

功能对比

Let’s break down how Keap and Copper CRM compare across the features that matter most.

特征基普Copper CRM
起价每月 299 美元每席每月 9 美元
免费计划
免费试用✅ 14天✅ 14天
电子邮件营销❌(仅限基础版)
营销自动化✅ 高级✅ 基本款
Google Workspace 集成✅ Partial✅ Deep/Native
内置支付
着陆页
电子商务
项目管理
AI写作工具
最适合Marketing automation + paymentsGoogle Workspace 团队

1. 自动化构建器

Keap: Keap’s automation builder uses a visual drag-and-drop interface to create multi-step campaigns. You can trigger sequences based on specific client actions — like form submissions, purchases, or email opens. This makes it possible to automate complex sales and marketing workflows without writing any code.

Keap CRM自动化构建器

Copper CRM: Copper offers workflow automation focused on task management and follow-up reminders. It can automatically create tasks when deals move stages or contacts are added. The automation is more basic than Keap’s and doesn’t cover full marketing campaign sequences.

Copper CRM 创建工作流程

2. Google Workspace 集成

Keap: Keap integrates with Gmail and Google Calendar, but it operates as a standalone platform. You’ll manage most of your CRM work inside Keap’s own interface rather than from your inbox.

Copper CRM: Copper is built specifically to live inside Google Workspace. Its Chrome extension embeds directly into Gmail, so you can view contact records, update deals, and manage pipelines without leaving your inbox. It also syncs with Google Calendar and Drive automatically.

Copper CRM Google Workspace

⚠️ 警告: If your team doesn’t use Google Workspace as its primary tool, Copper’s core advantage disappears. Keap makes more sense for teams using Outlook, HubSpot, or other non-Google tools.

3. 电子邮件营销

Keap: Keap includes a full email marketing suite. You can build campaigns, segment contacts, schedule broadcasts, and track performance — all from the same platform where you manage your CRM. It also supports SMS alongside email.

Keap 电子邮件营销

Copper CRM: Copper includes email templates for faster 外联, but it doesn’t have a built-in email marketing suite. For broadcast campaigns or drip sequences, you’d need to connect a separate tool like Mailchimp or Campaign Monitor.

Copper CRM 电子邮件模板

4. 联系人管理

Keap: Keap stores detailed contact records including purchase history, email engagement, and custom fields. Contact management is central to the platform and connects directly to automation triggers. You can segment contacts by behavior, tags, and pipeline stage.

Keap CRM

Copper CRM: Copper automatically builds contact records from Gmail conversations. It pulls in email threads, files, and meeting history without any manual input. This makes the contact database more accurate for teams that live in their inbox.

5. 销售渠道管理

Keap: Keap includes a visual sales pipeline that connects to its automation tools. When a deal moves stages, it can trigger follow-up emails or tasks automatically. The pipeline works well for businesses running structured sales processes.

Keap CRM的销售渠道

Copper CRM: Copper’s pipeline is drag-and-drop and updates in real time inside Gmail. It’s designed for relationship-driven sales where tracking conversations matters more than triggering automated sequences. G2 reviews frequently highlight how clean and intuitive the pipeline view is.

铜CRM管道

6. 发票和付款

Keap: Keap includes native invoicing and payment collection tools. You can send quotes, collect payments, and track revenue directly inside the CRM. This removes the need for a separate billing tool for many service-based businesses.

Copper CRM: Copper does not include built-in invoicing or payment processing. You would need to connect a tool like QuickBooks, Stripe, or FreshBooks to handle billing. This is a meaningful gap for businesses that want everything in one place.

⚠️ 警告: If collecting payments from clients is a core part of your workflow, Copper’s lack of built-in billing will require adding another tool and another monthly cost to your stack.

7. Lead Management & Tracking

Keap: Keap tracks leads through the entire sales funnel with detailed activity logs, tags, and scoring. The platform can automatically assign leads to reps, trigger follow-up campaigns, and score prospects based on actions they take.

Keap 线索管理和跟踪

Copper CRM: Copper tracks leads through its visual pipeline and automatically logs contact activity from Gmail. It offers automated lead enrichment — pulling in public data to fill out contact profiles. The focus is on relationship tracking rather than scoring or behavioral triggers.

铜客户关系管理 (CRM) 追踪线索

8. 报表和仪表盘

Keap: Keap provides detailed sales reporting, email performance metrics, and revenue dashboards. You can track campaign ROI, conversion rates, and pipeline performance from a single view.

Keap管道管理

Copper CRM: Copper includes sales reporting and pipeline dashboards that integrate with Google Data Studio. The Business plan unlocks more advanced reporting features. G2 reviews note that the dashboards are clean but less detailed than dedicated marketing tools.

铜牌客户关系管理销售报告

9. 定价与成本

Here’s a side-by-side look at plans for both CRM tools.

计划基普Copper CRM
入门计划每月 299 美元每席每月 9 美元
中级计划$23/seat/month (Basic) / $59/seat/month (Professional)
最高计划99美元/席/月(商务)
免费计划
免费试用14天14天

Keap: At $299/month, Keap is a significant investment for a 小型企业. That price includes automation, email marketing, invoicing, and e-commerce tools — so the value is real if you use those features. Additional users cost $39/month each.

Copper CRM: Copper starts at $9/seat/month, making it far more affordable for small teams. However, costs grow with your headcount, and most teams need the Professional plan at $59/seat/month to access full automation features. For a 3-person team on Professional, that’s $177/month.

不同场景

如果您需要……选择为什么
高级营销自动化基普Visual campaign builder with complex triggers
Google Workspace CRMCopper CRMNatively built inside Gmail
内置发票和支付功能基普Native payment collection — no third party needed
Low upfront costCopper CRMStarts at $9/seat/month vs $299/month
Email marketing included基普Full email suite and SMS built in
Zero manual data entryCopper CRMAuto-captures contacts from Gmail
E-commerce features基普Order forms, product pages, and payments

💰 您的预算

Copper CRM is far more affordable at the entry level. If your team is small and cost-effective tools matter, Copper is the clear starting point.

🔌 您的技术栈

If your business runs on Google Workspace — Gmail, Google Calendar, and Drive — Copper fits naturally into your existing setup. Keap works better for teams using Outlook or a mix of tools.

📝 您的销售流程

Keap suits businesses with structured, automated sales funnels that include marketing campaigns and payment collection. Copper is better for relationship-driven sales where conversations and context matter most.

🎓您的经验水平

Copper has an intuitive interface that new users can learn quickly, especially if they already know Gmail. Keap has a steeper learning curve because of its advanced automation and campaign builder.

🆓 免费试用和演示

Both tools offer 14-day free trials. Test Copper first if you use Gmail — you’ll know within a day if the Google Workspace integration solves your problems. Test Keap if you need automation and want to see the campaign builder in action.

🛟 支持选项

Both Keap and Copper offer support through live chat, email, and video tutorials. Keap’s documentation is more detailed given its more complex feature set, which can help during the learning curve.

切换指南

Already using one of these CRM tools? Here’s what to expect if you switch.

🔄 从 Keap 切换到 Copper CRM?

✅ 你将获得:

  • Automatic contact capture directly from Gmail — no more manual data entry
  • Lower monthly cost, especially for small teams on tight budgets
  • A simpler, faster-to-learn interface with minimal setup time

❌ 你会失去什么:

  • Advanced marketing automation with complex trigger-based campaigns
  • 内置发票和收款工具
  • Native email marketing, SMS, landing pages, and e-commerce features

📋 如何切换:

  1. Export your contacts, notes, and deal history from Keap as a CSV file
  2. Sign up for a Copper CRM trial and connect your Google Workspace account
  3. Import your CSV and let Copper auto-match Gmail history to imported contacts
🔄 从 Copper CRM 切换到 Keap?

✅ 你将获得:

  • Full marketing automation with visual campaign builder and behavioral triggers
  • Built-in invoicing, payment collection, and e-commerce order management
  • Native email marketing and SMS so you can retire separate tools

❌ 你会失去什么:

  • Automatic Gmail contact capture and inbox-embedded CRM experience
  • Native project management tools for ongoing client work
  • A simpler interface — Keap requires more time to set up and learn

📋 如何切换:

  1. Export all contact records, deals, and notes from Copper CRM
  2. Sign up for Keap’s 14-day trial and complete the onboarding setup
  3. Import contacts via CSV and rebuild your pipeline stages and automation sequences

What Our Review Didn’t Cover

This comparison focused on individual users and small business teams. We didn’t evaluate enterprise-level features, SSO integration, or custom pricing arrangements for large organizations. Our observations are based on the April 2026 versions of both platforms — feature availability and pricing may have changed since publication. If you’re managing a team of 20 or more users, your priorities around user permissions, admin controls, and API access may differ from what we’ve covered here.

最终判决

类别优胜者
💰 定价灵活性Copper CRM
🚀 营销自动化基普
📧 电子邮件营销基普
🔌 Google Workspace 集成Copper CRM
💳 发票和付款基普
👶 易用性Copper CRM
🛍️ E-Commerce Features基普
📋 项目管理Copper CRM
🏆 总冠军基普

🏆 获胜者:KEAP

Keap wins 5 out of 8 categories in this comparison.

最适合: Service-based small businesses, marketing automation, payment processing, and all-in-one CRM needs

Keap and Copper CRM are built for different types of businesses.

Keap is the better choice if you need automation, email marketing, and payment collection in one system.

Copper CRM wins if your team runs entirely on Google Workspace and wants a CRM that requires no setup or manual data work.

Copper is excellent for relationship-driven sales teams and consulting firms that live in Gmail.

For most small businesses in 2026 needing to manage leads, automate follow-ups, and collect payments, Keap delivers more built-in value.

Keap 的比较

Here’s how Keap stacks up against other popular CRM tools:

Keap vs GoHighLevel

Keap 获胜理由: Established track record for small businesses, simpler pricing structure, and built-in e-commerce tools without needing a white-label agency setup

GoHighLevel 获胜方式: Agency-focused features, white-labeling options, and broader marketing channel support for digital agencies managing multiple clients

Keap 与 HubSpot 对比

Keap 获胜理由: Built-in payment processing, native invoicing tools, and lower cost for teams that need automation without HubSpot’s enterprise pricing

HubSpot 在以下方面胜出: A free CRM tier, broader third-party integrations, and more advanced reporting across marketing, sales, and service hubs

Keap 与 ActiveCampaign 对比

Keap 获胜理由: Native e-commerce order management, built-in payment collection, and an all-in-one platform that eliminates the need for separate billing tools

ActiveCampaign 获胜方式: More sophisticated email automation, a larger template library, and better deliverability tools for high-volume email senders

Keap 对阵 Pipedrive

Keap 获胜理由: Full marketing automation suite, email marketing built in, and native invoice and payment tools that 管道驱动 requires add-ons to match

Pipedrive 获胜: A cleaner, more sales-focused interface with lower starting costs and a more straightforward pipeline management experience

铜CRM对比

Here’s how Copper CRM compares to other CRM tools in its category:

Copper CRM 与 HubSpot 的比较

Copper CRM 的优势在于: Deeper Google Workspace embedding, automatic Gmail contact capture, and a lower entry price for teams already using G-Suite

HubSpot 在以下方面胜出: A free plan for basic CRM needs, a broader marketing toolkit, and far more third-party integrations across sales and marketing workflows

Copper CRM 与 Salesforce

Copper CRM 的优势在于: Faster setup for Google Workspace teams, a much lower starting cost, and a simpler interface that doesn’t require a dedicated admin to manage

Salesforce 的优势在于: Enterprise-scale customization, a massive library of third-party apps, and advanced reporting tools for large organizations with complex sales operations

Copper CRM 与 Pipedrive 的对比

Copper CRM 的优势在于: Native Gmail integration that auto-populates contact records, built-in project management tools, and zero manual data entry for inbox-heavy teams

Pipedrive 获胜: A broader set of integrations, more granular pipeline customization, and a stronger fit for teams not tied to the Google platform

Copper CRM 与 Insightly 的比较

Copper CRM 的优势在于: Gmail-native experience with automatic contact syncing and a cleaner interface for teams that prioritize relationship management over project complexity

Insightly 在以下方面胜出: More advanced project management features, a free plan for very small teams, and better cross-functional tools connecting CRM to project delivery

常见问题解答

还有什么比Keap更好?

For teams needing simpler contact management at a lower price, HubSpot or Pipedrive are strong alternatives to Keap. For Google Workspace teams, Copper CRM is easier to use and far more affordable. The right choice depends on whether you need marketing automation and payments or just a clean pipeline CRM.

Keap有什么用?

Keap CRM is built for small to mid-sized businesses that need CRM, email marketing, automation, and payment processing in one platform. It’s a strong fit for service-based businesses that want to automate their entire sales and marketing process, with more advanced features than most entry-level CRMs. The platform covers a wide range of business needs — from lead capture to invoicing — without requiring separate tools. Teams that outgrow simpler CRMs often switch to Keap because they need more features in one place.

Copper CRM是什么?

Copper CRM is a Google Workspace-native CRM software designed for teams that run their business through Gmail. Its simplicity and affordability make it appealing to small teams who want a cost effective way to manage customer relationships without complex setup. The platform eliminates manual data entry and includes visual sales pipelines and project management tools.

Copper CRM 的旧名称是什么?

Copper CRM was previously called ProsperWorks. The company rebranded to Copper in 2018 to better reflect its focus on Gmail and Google’s productivity tools. Keap also rebranded from its old name, Infusionsoft, around a similar period.

Keap是一款客户关系管理(CRM)工具吗?

Yes, Keap is a CRM tool — but it goes well beyond basic contact management. It combines CRM with advanced automation, email marketing, SMS, invoicing, and e-commerce features. Businesses that need more than a simple CRM often choose Keap because of its all-in-one approach to managing customer data and business operations.

Fahim Joharder,创始人

Fahim Joharder,创始人

测试过 900 多款人工智能工具。月活跃读者超过 25 万。

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