What is Keap?
Keap is a small-business CRM with sales and marketing automation built in. It has been around since 2001 — you may remember it as Infusionsoft — which makes it one of the more established platforms in this space. In one login it handles contact management, a sales pipeline, automated email and text follow-up, appointment booking, landing pages and forms, and invoicing with payments. It's not a real estate product; it's a general small-business platform an agent adapts to their own follow-up workflow. Plans start at $299/month billed annually ($2,988/year) for 2 users and unlimited contacts, with a free trial that needs no credit card.
At a Glance
- Rating4.1/5
- CategoryCRM & Follow-Up
- Best forSolo agents and small teams who want one system for lead follow-up, email and SMS nurture, and getting paid — and are willing to invest to set it up.
- Pricing noteFrom $299/mo billed annually ($2,988/yr) for 2 users, unlimited contacts. Additional users $39/mo. Free trial, no credit card (25-email cap). Verified July 2026.
- UpdatedJuly 2026
Quick Verdict
★★★★☆ 4.1/5 starsKeap is a capable, mature, all-in-one CRM whose real strength is automation depth. Its Easy Automations builder can fire a text and an email the moment a lead comes in and then keep nurturing on a schedule you set once — and speed-to-lead plus consistent follow-up are exactly where most agents lose deals. Two decades in business and strong third-party ratings (an aggregate 4.3/5 across roughly 1,468 reviews) mean this is a known, supported product, not a weekend project that disappears next year.
The honest catch is fit and cost, not capability. Keap isn't built for real estate — no MLS, no transaction pipeline, none of the listing- or buyer-specific templates you get from Follow Up Boss or REsimpli. It's also a heavier lift than lightweight CRMs, often needing paid implementation help to get automations built right, and it starts at $299/month. For the right user it does a lot in one place; for a price-sensitive solo agent early in their business, that's a real commitment.
Real Estate Fit3.0 Time Savings4.5 Ease of Use3.0 Output Quality4.5 Integration4.5 Value3.5Bottom line: Keap earns its 4.1-star rating on deep, reliable follow-up automation and a two-decade track record. The deduction is a generic non-real-estate design, a genuine learning curve, and a premium price. Buy it if you already treat follow-up as a system and have the budget and patience to set it up properly.
Try Keap Free →Key Takeaways
- Automation depth is the real draw. Easy Automations can trigger a text and an email the instant a lead arrives, then nurture on a schedule you set once — the part agents most often drop.
- It's genuinely all-in-one. CRM, sales pipeline, appointment booking, landing pages, invoicing, and payments run from one login, plus a native mobile app.
- Two-decade track record. Around since 2001 (formerly Infusionsoft), with an aggregate 4.3/5 across roughly 1,468 third-party reviews — a known, supported product.
- Not built for real estate. No MLS, no transaction-management pipeline, and no listing- or buyer-specific templates. You adapt Keap to your workflow.
- It's a heavier lift. Real power comes with a learning curve; onboarding often means paid implementation help to build automations correctly.
- Premium price. Starts at $299/mo billed annually ($2,988/yr) for 2 users, unlimited contacts, plus $39/mo per additional user. Free trial requires no credit card but caps sends at 25 emails.
What Is Keap?
Keap is a small-business CRM with sales and marketing automation built in. It has been around since 2001, when it launched as Infusionsoft, which makes it one of the older and more established platforms in this category. In a single login it handles contact management, a sales pipeline, automated email and text follow-up, appointment booking, landing pages and forms, and invoicing with payments.
For a real estate agent, the pitch is simple: capture a lead, put them on an automated follow-up sequence, book the appointment, and collect payment — without stitching five separate tools together. That's a real workflow, and it's the one agents most often drop the ball on. The trade-off is that Keap is a general small-business platform, not a real-estate product — you bring the real-estate context to it.
If you want a CRM that arrives pre-shaped for real estate instead, read our Follow Up Boss review or REsimpli review, or browse the full directory.
What Are Keap's Key Features?
Easy Automations. A visual builder that triggers a text and an email the moment a lead comes in, then keeps nurturing on a schedule you set once. Speed-to-lead and consistent follow-up are where most agents lose deals, and this is what Keap is genuinely good at.
CRM and sales pipeline. Contact management with a visual pipeline to track every lead from first touch to closed, plus a native mobile app so you can work deals from your phone.
Appointments, pages, and forms. Built-in appointment scheduling, landing pages, and lead-capture forms mean a solo agent can run most of the front office without a separate booking or page tool.
Invoicing and payments. Send invoices and collect payment inside Keap — useful for referral fees, consulting, or any service billing an agent handles directly.
Integrations. Connects to Gmail and Outlook, QuickBooks, WordPress, and thousands more apps through Zapier, so it fits into an existing stack rather than replacing everything.
How Can Real Estate Agents Use It?
- Speed-to-lead follow-up. Fire an instant text and email the moment a portal or website lead comes in, then run a multi-week nurture sequence automatically.
- Long-term database nurture. Keep past clients and sphere warm with automated check-ins, home-anniversary notes, and market-update sends on a set cadence.
- Appointment booking. Let buyers and sellers self-book showings or consultations against your live availability, with automated reminders to cut no-shows.
- Lead capture pages. Stand up a landing page and form for a valuation offer or buyer guide, then route submissions straight into an automation.
- Getting paid. Invoice and collect for referral fees or ancillary services without leaving the CRM.
None of these are purpose-built real estate workflows — there's no MLS integration and no native real estate CRM sync. Every use case is a general CRM and automation feature applied to an agent scenario, with the agent building the real-estate context manually.
How Much Does Keap Cost?
| Plan | Price | What you get |
|---|---|---|
| Keap (entry) | $299/mo billed annually ($2,988/yr), 2 users | Unlimited contacts, CRM and sales pipeline, email and SMS automation, appointment booking, landing pages and forms, invoicing and payments, native mobile app. |
| Additional users | $39/mo each | Add team seats to the entry plan. |
| Free trial | $0 — no credit card | Test the CRM, pipeline, and automation builder. Limited: 25-email send cap, no payment or SMS features until you upgrade. |
Pricing scales as your contact list grows. Pricing as of July 2026, verified on keap.com/pricing. The entry plan's $299/month is a real commitment against cheaper or real-estate-specific alternatives, so weigh it against how much of the all-in-one bundle you'll actually use. Onboarding often means paid implementation help to get automations built correctly — budget for that as well as the subscription.
What Do We Like?
- Deep, reliable automation. Easy Automations handles instant speed-to-lead plus long-run nurture — the follow-up work agents most often let slip.
- Genuinely all-in-one. CRM, pipeline, booking, landing pages, invoicing, and payments in one login lets a solo agent run most of the back office from one place.
- Strong, long track record. Two decades in business and an aggregate 4.3/5 across roughly 1,468 reviews — a known, supported product.
- Fits an existing stack. Native Gmail, Outlook, QuickBooks, and WordPress connections plus thousands more apps through Zapier.
- Native mobile app. Work leads and pipeline from your phone, which matters for agents who live in the field.
What to Consider Before Buying?
- It's not built for real estate. No MLS connection, no transaction-management pipeline, and none of the listing- or buyer-specific templates a real-estate-native CRM ships with.
- There's a learning curve. Keap is powerful, and that power takes time; onboarding often means paid implementation help to build automations correctly.
- It's a premium price. $299/mo billed annually is a real commitment, especially for a solo agent early in their business, and pricing scales as your contact list grows.
- You adapt it to your workflow. Keap does not arrive pre-shaped for real estate — you build the templates, pipelines, and sequences yourself.
- Not for plug-and-play needs. If you want something you can run in an afternoon, a lighter CRM will suit you better.
Who Should Use It?
Best For:
- Solo agents and small teams who already treat follow-up as a system and want to automate it end to end — leads in, nurture running, appointments booked, invoices paid.
- Agents who want one platform for CRM, automation, booking, and payments instead of stitching several tools together.
- Teams with the budget and patience to set the system up properly, including paid implementation if needed.
Not Best For:
- Price-sensitive agents early in their business who can't justify $299/month.
- Anyone who wants plug-and-play simplicity they can run in an afternoon.
- Agents who need native MLS and transaction-management tooling out of the box.
Is Keap Worth It for Real Estate Agents?
What is Keap? It's an all-in-one small-business CRM with deep email and SMS automation, a sales pipeline, appointment booking, landing pages, and invoicing in one login. For an agent who already treats follow-up as a system, that automation depth is a real advantage, and the product is well-supported — two decades in business and an aggregate 4.3/5 across roughly 1,468 reviews.
The deduction is fit and cost, not capability: a generic non-real-estate design with no MLS or transaction tooling, a genuine learning curve, and a premium price that starts at $299/month. None of that means the product doesn't work — it means Keap rewards an agent with the budget and patience to shape it to their workflow, and frustrates one who wants plug-and-play or real-estate-native tooling out of the box.
AIandRealtors.com Rating: 4.1 / 5.0 (as of 2026)
Best for: Solo agents and small teams who want one system for follow-up, nurture, and getting paid, and will invest to set it up.
Skip it if: You're price-sensitive, want plug-and-play simplicity, or need MLS and transaction tooling.
FAQs
What is Keap?
Keap is a small-business CRM with sales and marketing automation built in. Around since 2001 (formerly Infusionsoft), it handles contact management, a sales pipeline, automated email and text follow-up, appointment booking, landing pages, and invoicing with payments in one login. Plans start at $299/month billed annually ($2,988/year) for 2 users and unlimited contacts, with a free trial that needs no credit card.
How much does Keap cost?
Verified July 2026: Keap starts at $299/month billed annually ($2,988/year) for 2 users and unlimited contacts. Additional users are $39/month each, and pricing scales as your contact list grows. A free trial is available with no credit card, limited to a 25-email send cap with no payment or SMS features until you upgrade.
Is Keap built for real estate?
No. Keap is a general small-business CRM, not a real-estate product. There's no MLS connection, no transaction-management pipeline, and no listing- or buyer-specific templates like those in Follow Up Boss or REsimpli. It does connect to Gmail, Outlook, QuickBooks, WordPress, and thousands more apps through Zapier.
Does Keap have a free trial?
Yes, and it requires no credit card. It's limited — a 25-email send cap and no payment or SMS features until you upgrade — but it's enough to test the CRM, pipeline, and automation builder before committing to the $299/month entry plan.
Is Keap worth it for real estate agents?
For the right user. Keap earns 4.1/5 as a capable, mature, all-in-one CRM with automation depth most agents would benefit from, held back for this audience by a generic non-real-estate design, a learning curve, and a premium price. It fits agents who treat follow-up as a system and have budget to set it up; price-sensitive agents or those needing MLS tooling will fit better with a real-estate-native CRM.
How We Reviewed
AIandRealtors.com verified Keap's pricing and plan structure directly against its live pricing page in July 2026 (confirming the $299/month entry plan billed annually, 2 users, unlimited contacts, and $39/month per additional user), and cross-checked its reputation and feature set against third-party review platforms, where it holds an aggregate 4.3/5 across roughly 1,468 reviews. We rate tools using our published framework, weighted by category. Keap is a horizontal small-business CRM used by agents rather than a real-estate-native product, and its rating reflects that — it earns credit for deep, reliable follow-up automation and a two-decade track record, with deductions for a generic design, a learning curve, and a premium price. Vendor business-impact figures are treated as directional. We have not independently tested every feature. When you buy through the affiliate links in this review, we may earn a commission at no additional cost to you, which funds this directory. See our Review Methodology for details.