Are you missing leads, not because the team's effort is lacking, but because your CRM is lagging? If so, you’re not alone.
By 2025, small companies and scaling teams simply can’t waste time toggling between clunky tools or keeping aging systems. A slow CRM doesn’t just hinder productivity; it translates into lost sales, inconsistent follow-ups, and unhappy customers.
Selecting the right CRM is more crucial than it has ever been. You’ll often see Keap and Salesforce in the same sentence. However, Keap brands itself as the all-in-one CRM crafted for small entities. Salesforce, however, is the backbone for global brands, prized for its deep customization.
So, which platform fits your company best? This guide is made for business owners, marketers, and decision-makers all over the U.S. You’ll get an easy, side-by-side comparison of Keap vs Salesforce. Let’s get started.
What do Keap and Salesforce actually do, and how are they different on the surface? Before comparing features and prices, let's first clarify the main purpose of each platform.
Keap, which was once called Infusionsoft, is an easy-to-use, all-in-one CRM designed with small businesses in mind. Moreover, it keeps contacts organized, automates everyday tasks, and helps drive sales, all within a single dashboard.
Key points:
Salesforce is a powerful CRM platform created for growing companies and large enterprises. Furtnhermore, it includes a wide range of features for managing sales, service, marketing, and more, and everything can be customized to meet specific needs.
Key points:
Before you jump into all the cool features, here’s a side-by-side comparison of Keap vs Salesforce. This table shows you the high-level info so you can quickly spot which CRM might suit your business best in 2025.
When picking a CRM, user experience really matters, especially if your business doesn’t have a full tech team on hand. Let’s look at how Keap and Salesforce stack up on usability and getting new users up to speed.
Absolutely. Keap is designed for popular demand. Its straightforward layout, simple task flows, and step-by-step guides let small businesses and first-time CRM users dive in quickly. Moreover, you won’t need much training to set things in motion.
It can be. Salesforce delivers powerful customization and reporting, but that power comes with added steps. However, new users often need some training, time, and sometimes a certified partner to really tap into all the features.
Keap kicks off with one-on-one onboarding that feels friendly and moves quickly, so the initial setup doesn’t drag on. On the other hand, Salesforce has tons of learning paths on Trailhead. Yet, the first setup can be tech-heavy, so many companies bring in a consultant for a smoother experience.
When evaluating CRM solutions, the choice hinges not merely on user-friendliness but on how well the platform aligns with specific operational demands. Below is a comparative overview of primary features in Keap vs Salesforce:
In addition, the environment is highly extensible, supporting integration through both open APIs and MuleSoft's integration layer.
Choosing the right CRM means getting one that can keep up with your growth. Let’s see how Keap and Salesforce measure up.
Keap scales for solopreneurs and small teams. It packs in contact lists, simple automation, and invoicing without a steep learning curve. You can get up and running in no time. The trade-off? If you grow past a handful of team members or start needing deep reporting and custom fields, you’ll hit a wall. More complex sales processes might feel stretched on a platform that’s made for keeping things simple.
Salesforce is designed to scale. Whether you’re a new startup or a global giant, you can build exactly the CRM you need. Want to automate complex processes? Check. Need to link marketing, sales, and customer support in one view? Easy. The steep learning curve is a given, but that’s because you get an entire toolbox. Need a custom app today? You can. Need to expand to a new country tomorrow? Just add the features and keep rolling.
If you’re a small crew that values speed and simplicity, Keap will feel comfy. But if your roadmap includes new products, global markets, or thousands of customers, Salesforce is the engine that can grow with you.
Keap includes three plans: Lite, Pro, and Max, beginning at $159 per month for 2 users and 1,500 contacts. Pricing goes up as contact counts rise, but core tools like email marketing, automation, and appointment setting come standard on every tier. This makes it a good fit for solo founders and small teams who just want everything in one package.
Salesforce starts at $25 per user per month with Essentials, but must-have features like workflow automation, detailed reports, and custom options show up only on the pricier Professional ($80) and Enterprise ($165) tiers. Plus, extras like integrations, third-party add-ons, and admin support can pile on extra costs fast.
Need a straightforward, get-started-now CRM? Keap delivers clear, set pricing and everything is built in. However, if your business is growing fast, has complex workflows, or plans for the long haul, Salesforce offers powerful flexibility and top-level tools, but expect a bigger bill.
Keap stands out for its personal touch, giving phone, chat, and email support to everyone, no matter what plan they choose. New users go through a guided onboarding road map. On top of that, Keap offers a solid knowledge base, small-business webinars, and live training sessions. The catch? Keap’s community support isn’t as deep as you’ll find with some of the bigger platforms.
Salesforce takes a different approach. If you’re on a premium plan or willing to pay for extra support, you can reach out any time, day or night. In addition, their biggest strength is the huge ecosystem they’ve built. You have Trailhead, a free learning platform that’s fun and interactive; a bustling community forum; a treasure chest of developer tools; and users worldwide who love to share. You can find answers to almost any question, but for beginners, the sheer volume of choices can feel a bit much.
So, in short, Keap is all about hands-on support that small businesses can feel. Salesforce offers scale, with training and a community that’s perfect for larger teams or anyone who isn’t afraid of technical details.
When you stack up Keap against Salesforce, knowing what each one does best, and where it could be tougher for you, lets you choose the right fit for your company. Here’s a clear, side-by-side guide to their biggest strengths and weaknesses.
This layout makes it clear where each platform scales and where you might run into limits. Choose what matches your business size and growth plans best.
Keap works well for solopreneurs, small teams, and companies that put marketing first. The setup is easy, the prices are friendly, and automated marketing tools are included. However, if you need everything in one place and don’t want to deal with complicated options, Keap is the way to go.
Salesforce is designed for businesses that are growing fast or that are already large. It shines when you need strong sales workflows, deep customization, and detailed reports. If you handle multiple sales pipelines, have big teams, or plan to scale a lot, Salesforce gives you the tools and flexibility to do that.
In short, pick Keap if you are just getting started and want something that works right away. Opt for Salesforce if you are serious about long-term growth and need a CRM that can keep getting stronger as you do.
When picking between Salesforce vs Keap, the decision really hinges on your business size, how complicated your operations are, and where you see yourself growing. Keap shines for solopreneurs and small teams who want a friendly, all-in-one CRM with solid marketing features baked right in. Moreover, it keeps client data tidy, automates follow-ups without fuss, and means you won’t need a tech whiz on speed dial. If you want fast results, clear processes, and a tool that does sales and marketing in one place, Keap is a great match.
Salesforce, however, is the go-to for businesses that are growing fast or want to. It packs powerful customization, in-depth reporting, and smart automation that spans sales, customer service, and marketing. There’s more to learn, for sure, but the flexibility and muscle it gives you are hard to beat. If your vision includes complex processes, larger teams, and features that scale to the enterprise level, Salesforce is a smart spend.
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Keap doesn’t have a built-in connection to Salesforce. If you need to link them, tools like Zapier or Make (formerly Integromat) can bridge the gap for lighter workflows.
Keap is a complete CRM made for small businesses. It wraps together sales pipelines, marketing automation, contact records, and invoicing into one easy platform.
Technically, it can via third-party connectors. That said, it’s not a widespread setup. Most businesses stick to one or the other based on their size and what they need most.
Salesforce can feel complicated to small teams that lack technical support. It’s also very powerful and can grow with you, but it does take some setup to get it just right.
For sure. Keap has user-friendly automation that fits small teams perfectly. Salesforce brings enterprise-level tools like Flow, Process Builder, and Einstein AI for deeper automation.
Salesforce is the clear winner in customization. You can tweak workflows, user roles, and add countless integrations. Keap has fewer options, but it’s quicker to get up and running.
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