Home Business tips 10 Keap (Infusionsoft) Alternatives for Your Small Business

10 Keap (Infusionsoft) Alternatives for Your Small Business

by Jacinda

Are you in need of a CRM but looking for Keap alternatives? Staying organized is pertinent to any successful freelancer as well as growing your business beyond those first few customers.

Keap is a robust sales and marketing platform that combines features to help entrepreneurs grow their businesses. Keap integrates with over 2500 applications to make your sales process simple. Almost anyone who has been working in the freelance industry long term has heard of Keap and their story. With over 125,000 users, Keap helps you convert more leads and close more deals with their highly personal and automated follow-up. It’s one of the best-known brands in the business, focused on developing customer relationships and streamlining your sales pipelines without wasting precious time and energy.

Keap Overview

  • Keap is extremely customizable, letting users build their own unique sales pipelines and follow-ups
  • Tracking communications with clients and with those in your sales cycle
  • Allows for a/b testing and text messaging
  • Automate tasks, email marketing, and reminders
  • It integrates with over 2500 third party platforms and services

Pricing Plans

  • Lite – $40 a user per month
  • Pro – $80 a user per month
  • Max – $100 a user per month

However, it isn’t the only sales tool on the market; many alternatives are just as well-suited – if not better – for your unique needs and budget. Not all tools are created equal and your choice likely depends on what features are most important for your work.

Keap Alternatives we are looking at:

  1. Bloom
  2. Hubspot CRM
  3. ZoHo
  4. Monday.com
  5. Insightly CRM
  6. Pipedrive
  7. Honeybook
  8. Dubsado
  9. Sugar CRM
  10. Mailchimp

Bloom

Bloom is a user-friendly CRM designed with freelancers and small business owners in mind. The straightforward design makes it easy to dive into the features and build your own. It integrates well with several other online tools like Gmail, Microsoft, and more – including so far as to collect payments from invoices and automate payment reminders. Bloom makes repetitive tasks easy, offering everything from contract and email templates, esignatures, and dynamic customizable workflows. It puts workflow and customer data right at your fingertips. Bloom excels at generating leads by keeping the sales process easy for clients. Bloom’s additional features include 1 terabyte of storage for photo deliveries, making this a perfect alternative for those photographers needing more storage. Unlike other platforms that charge additional fees for add-on services or pricier, elite membership plans, Bloom keeps it simple with one overall price that gives you everything (including dedicated support for your business). Additionally, Bloom also offers 24-hour support.

Advanced Features

  • Project Management
  • Client Instant Booking
  • Payment Processing & Automatic Payments
  • Zoom Integrations

Pricing Plans

  • Starter Plan – Free trial no credit card required
  • Standard Plan – $39 a user per month
  • Studio Plan – $79 a user per month

Hubspot CRM

Designed for any marketing teams or sales teams, Hubspot is one of the more popular alternatives to Keap because it’s both a CRM/Sales platform that also doubles as a customer service software. Along with automating workflows, numerous templates, and web design tools, it gives you the means to develop personal email campaigns and an incorporated form builder. Hubspot’s user friendly features include email sync, business goals, sales forecasts, sales activities, sales sequences, marketing emails and delivery features. Much like Keap, it integrates with other programs like Microsoft, Mailchimp, and GSuite. Where it lacks is in the sales analytics features. There have also been some issues with their email integration functionality.

Pricing Plans

  • Starter Plan – $45 a user per month
  • Professional Plan – $800 a user per month
  • Enterprise Plan – $3,200 a user per month

Zoho

The best thing about Zoho is its versatility. It’s great for both small and large organizations in many fields, from small freelance creators to larger real estate agencies and retail establishments. It’s a terrific product for inventory tracking and product shipping management. With some of the higher tier plans, Zoho has an integrated AI that can help Enterprise level sales teams prioritize leads and manage sales. Zoho is a cloud application with an intuitive interface that helps streamline your opportunity reports, sales processes, and potential customers. While the overall pricing is comparative to most other CRMs, the additional add-ons (while incredibly versatile) do add to the overall cost.

Pricing Plans

  • Free Plan – $0 for 1 user
  • Basic Plan – $49 for 3 users per month
  • Standard Plan- $99 for 5 users per month
  • Professional Plan- $249 for 10 users per month
  • Enterprise Plan- Custom pricing

Monday.com

Often marketed as an online collaboration app, Monday.com is a great piece of software for teams who want to streamline their workflow and coordinate project planning. For a project management tool, this CRM works great and has tons of features designed to boost your productivity. Monday.com’s project management features make this a great alternative with its reporting dashboard, simple user interface, and marketing campaigns all on a single platform. Monday.com isn’t just a collaboration platform but their CRM has powerful features like sales forecasting, sales opportunity, deal management which is perfect for sales agents, sales managers or any sales professional actually. Monday.com can be difficult to navigate at times, leaving users frustrated if they are looking for specific tools. It also lacks a chatbot feature, a live chat, and does not keep a library document. It’s designed for in-house management and while those features for sales and marketing are growing, it’s still not quite on the same level as other options on our list.

Pricing Plans

  • Individual Plan – $0 for 2 users per month
  • Standard Plan- from $10 per month (depends on the number of users)
  • Professional Plan- from $48 per month (depends on the number of users)
  • Enterprise Plan- At Request

Insightly

A user-friendly platform that combines sales, workflow efficiency, and project management, Insightly is a robust CRM product for small businesses. It’s great for keeping the sales and project delivery coordinated and collaborative without breaking the bank. Insightly is intuitive for use and integrates with many other sales and management tools. Insightly has positive customer reviews and quality customer care. They are a sales tool perfect for sales managers looking to perfect their sales processes.

While this is a relatively inexpensive CRM, they do have a Marketing tool that is not included in the base pricing. This separate service, Insightly Marketing, may be indicative of their changing price plan. It also lacks the same scale of reports and dashboard functionality as other platforms.

Pricing Plans

  • Plus Plan – $29 a user per month
  • Professional Plan – $49 a user per month
  • Enterprise Plan – $99 a user per month

Pipedrive

Almost anyone who has been working in the customer-service industry long term has heard of Pipedrive. It’s one of the best-known brands in the business, focused on developing customer interactions and streamlining your pipeline management without wasting precious time and energy. Pipedrive is extremely customizable, letting users build their own unique pipelines and advanced reports.

Advanced Features

  • Tracking communications with clients and with those in your sales cycle
  • Allows for recording complete contract histories and a customer database
  • Automate tasks, lead sourcing, and even call center management
  • It integrates with over 350 third party platforms and services

Pricing Plans

  • Essential – $12.50 a user per month
  • Advanced – $24.90 a user per month
  • Professional – $49.90 a user per month
  • Enterprise – $99.90 a user per month

Dubsado

Dubsado is a great CRM software for photographers aimed at small business owners. Even though it’s designed for photographers it also works across many different industries. As a great Keap alternative, Dubsado is a project management app that helps you build relationships, create workflows, and schedule appointments. Dubsado has excellent features and positive reviews among their users.

Pricing Plans

  • $35 a month
  • Larger businesses would need to call to look at their enterprise plan.

Honeybook

Honeybook is another popular CRM for photographers. The slogan of this business management software is “Book Fast. Get Paid Faster.” Honeybook’s goals are to streamline your workflow and boost your sales. This business process management software lets you create powerful proposals, invoices, and agreements. Honeybook has a built-in payment processor instead of utilizing third-party integrations. However, for financial management you would need to integrate with Quickbooks or Zapier.

Pricing Plans

  • Starter Plan- $9 per month per user
  • Unlimited Monthly Plan- $39 a month per user
  • Unlimited Annual Plan – $390 per year

Sugar CRM

Sugar CRM is a multi-channel sales and marketing platform for all business types. Sugar CRM has a wide range of features in their platform like marketing automation, sales automation, customer service and on-premises. Their solution targets accounts and leads that are likely to convert and allows teri users to customize intuitive campaigns. Sugar CRM utilizes AI to build out email marketing automation, contact management, and sms marketing. Their campaigns go beyond basic features a typical CRM may have. Users are able to create professional landing pages using mobile responsive drag-and-drop templates.

Pricing Plans

  • Sugar Professional Plan – $52 per month for 3 users
  • Sugar Enterprise Plan- $85 a month for 3 users
  • Sugar Serve Plan – $80 per month for 3 users
  • Sugar Sell Plan – $80 per month for 3 users
  • Sugar Market Plan – $1,000 per month for 10K contracts

Mailchimp

Mailchimp is a marketing automation platform that helps businesses of all sizes build their audience by bringing all contact data in one place. This all-in-one solution helps you find new ways to interact with your brand. Any type of services business can design automated journeys for each client type. These marketing automation funnels allow each client to have a personal experience. Each Plan comes with unlimited emails, email builder, marketing CRM, website builder, Mailchmp domain, forms and landing pages. Mailchimp’s email builder allows you to be creative and provides versatility when it comes to displaying business hours, social media integration, appointment scheduling, and social media management. These are key features when building your small business’s brand. This marketing platform integrates with Squarespace, Stripe, Shopware, Drupal, Livechat, Zendesk, WordPress, and plenty of others. One downfall of Mailchimp is that it handles outbound marketing and not inbound marketing compared to a traditional CRM. This marketing software is widely used alongside a CRM program and integrated with a website.

Pricing Plans

  • Free Plan – $0 per month for 2,000 contacts
  • Essentials Plan – $9.99 per month for 500 contacts
  • Standard Plan – $14.99 per month for 500 contacts
  • Premium Plan – $299 per month for 10,000 contacts

Which Keap Alternative is for you?

Which of these business management software solutions is best suited for you? Each of these 10 tools will benefit your small business in different ways. Some are more sales heavy while others like Bloom focus more on streamlining your admin work to give your clients the best experience. Try out these tools and see which one is right for your business. 
If you think we’ve left a Keap alternative tool out, leave a comment or visit one of our social media pages to let us know. In the meantime, why not sign up for a free trial of Bloom and experience it for yourself?

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