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Agile CRM vs Keap

Agile CRM vs Keap: The CRM & Sales Buyer's Guide for 2026

Not sure which crm & sales platform suits your team? We compare Agile CRM and Keap across 50+ client engagements to give you an unbiased recommendation.

12
Features compared
50+
Clients advised
98%
Client retention
12+
Years experience

Feature Comparison

Side-by-side feature analysis for Agile CRM and Keap.

Contact management

Agile CRM

All-in-one platform combines contact management, email campaigns, landing pages, helpdesk ticketing, and live chat in a single product

Keap

Built-in e-commerce features including checkout pages, order forms, and subscription management let small businesses sell directly from the CRM

Both platforms are strong here. Agile CRM emphasises this as a core strength, and Keap also invests heavily in contact management. Review each platform's approach to see which aligns with your team's workflow.

Pipeline management

Agile CRM

All-in-one platform combines contact management, email campaigns, landing pages, helpdesk ticketing, and live chat in a single product

Keap

Built-in e-commerce features including checkout pages, order forms, and subscription management let small businesses sell directly from the CRM

Both platforms are strong here. Agile CRM emphasises this as a core strength, and Keap also invests heavily in pipeline management. Review each platform's approach to see which aligns with your team's workflow.

Email automation

Agile CRM

All-in-one platform combines contact management, email campaigns, landing pages, helpdesk ticketing, and live chat in a single product

Keap

Campaign Builder (formerly Infusionsoft) provides sophisticated marketing automation with visual workflow design, conditional branching, and lead scoring

Both platforms are strong here. Agile CRM emphasises this as a core strength, and Keap also invests heavily in email automation. Review each platform's approach to see which aligns with your team's workflow.

Reporting and analytics

Agile CRM

Limitation: The user interface looks dated and can feel cluttered compared to modern CRMs, particularly on the dashboard and reporting screens

Keap

Keap includes reporting and analytics capabilities. Feature depth varies by plan tier

Edge cases in reporting and analytics (bulk edits, exports, undo, permissions) are where Agile CRM and Keap diverge; map your five toughest scenarios and reproduce them in each trial.

Integration ecosystem

Agile CRM

Telephony integration with click-to-call, call scripts, and voicemail automation is built in without requiring a separate VoIP provider

Keap

Keap connects with 51+ tools natively, offering one of the broadest integration ecosystems in its category

Agile CRM highlights integration ecosystem as a core strength. Keap offers the capability but does not position it as a primary differentiator.

Mobile app

Agile CRM

Agile CRM connects with 41+ tools natively, offering one of the broadest integration ecosystems in its category

Keap

Keap connects with 51+ tools natively, offering one of the broadest integration ecosystems in its category

Edge cases in mobile app (bulk edits, exports, undo, permissions) are where Agile CRM and Keap diverge; map your five toughest scenarios and reproduce them in each trial.

Custom fields and objects

Agile CRM

Limitation: Customer support responsiveness has been inconsistent, with some users reporting long wait times for non-critical issues

Keap

Keap manages contacts, deals, tasks, emails and 5 more object types

For custom fields and objects, evaluate both platforms against your specific workflow requirements rather than feature lists alone. A free trial or vendor demo will clarify the differences.

Workflow automation

Agile CRM

Marketing automation with visual campaign builder, web engagement tracking, and email sequences provides surprising depth at the price point

Keap

Campaign Builder (formerly Infusionsoft) provides sophisticated marketing automation with visual workflow design, conditional branching, and lead scoring

Both platforms are strong here. Agile CRM emphasises this as a core strength, and Keap also invests heavily in workflow automation. Review each platform's approach to see which aligns with your team's workflow.

Team collaboration

Agile CRM

Gamification features with leaderboards, points, and badges keep sales teams motivated and competitive on daily activities

Keap

Keap includes team collaboration features. Multi-user capabilities vary by plan tier

Agile CRM highlights team collaboration as a core strength. Keap offers the capability but does not position it as a primary differentiator.

Customer support features

Agile CRM

Free plan supports up to 10 users with sales, marketing, and service features, making it one of the most generous free CRM options available

Keap

Built-in e-commerce features including checkout pages, order forms, and subscription management let small businesses sell directly from the CRM

Both platforms are strong here. Agile CRM emphasises this as a core strength, and Keap also invests heavily in customer support features. Review each platform's approach to see which aligns with your team's workflow.

Ease of setup

Agile CRM

Agile CRM provides onboarding resources. Setup complexity depends on your configuration requirements

Keap

Limitation: Contact limits increase pricing sharply, with the base plan limited to 1,500 contacts before additional fees apply

If ease of setup is a daily-use area for your team, the onboarding curve and keyboard ergonomics matter more than feature counts - trial both with a real operator, not an evaluator.

Value for money

Agile CRM

Best for budget-conscious small businesses that want CRM, marketing, and helpdesk in one free or low-cost platform, particularly those prioritising value over a polished user experience.

Keap

Keap Pro from approximately $299/month (1,500 contacts, 2 users), Keap Max from approximately $399/month (2,500 contacts, 3 users) (AUD). Additional users and contacts incur extra fees. Annual billing discounts available.

Pricing models differ significantly. Compare the total cost of ownership including add-ons and per-user fees, not just the headline price.

Pricing Comparison

General pricing information for each platform.

Agile CRM

Free plan for up to 10 users (1,000 contacts). Starter from approximately $13/user/month, Regular from approximately $20/user/month, Enterprise from approximately $27/user/month (AUD). Contact limits increase with plan tier.

Pricing may vary based on team size, features, and region. Contact the vendor for the latest Australian pricing.

Keap

Keap Pro from approximately $299/month (1,500 contacts, 2 users), Keap Max from approximately $399/month (2,500 contacts, 3 users) (AUD). Additional users and contacts incur extra fees. Annual billing discounts available.

Prices shown are approximate and may differ based on your plan, team size, and billing cycle. Verify directly with the vendor for current AUD rates.

Pros & Cons

An honest look at the strengths and limitations of each platform.

Agile CRM

Pros

  • Free plan supports up to 10 users with sales, marketing, and service features, making it one of the most generous free CRM options available
  • All-in-one platform combines contact management, email campaigns, landing pages, helpdesk ticketing, and live chat in a single product
  • Marketing automation with visual campaign builder, web engagement tracking, and email sequences provides surprising depth at the price point
  • Telephony integration with click-to-call, call scripts, and voicemail automation is built in without requiring a separate VoIP provider
  • Gamification features with leaderboards, points, and badges keep sales teams motivated and competitive on daily activities

Cons

  • Development has slowed compared to competitors, and the platform feels less actively maintained than HubSpot, Pipedrive, or Freshsales
  • The free plan caps at 1,000 contacts and 5,000 emails, which growing businesses can exceed within months
  • The user interface looks dated and can feel cluttered compared to modern CRMs, particularly on the dashboard and reporting screens
  • Customer support responsiveness has been inconsistent, with some users reporting long wait times for non-critical issues

Keap

Pros

  • Built-in e-commerce features including checkout pages, order forms, and subscription management let small businesses sell directly from the CRM
  • Campaign Builder (formerly Infusionsoft) provides sophisticated marketing automation with visual workflow design, conditional branching, and lead scoring
  • Appointments scheduling is built in with configurable availability, automated reminders, and calendar sync, removing the need for a separate tool
  • Landing page builder with A/B testing creates lead capture pages without requiring a separate platform like Unbounce or Leadpages
  • Text message marketing and automation alongside email gives businesses multi-channel outreach from a single platform

Cons

  • Pricing is premium for a small business tool, starting at approximately $299/month (AUD), which is hard to justify for early-stage businesses
  • The legacy Infusionsoft campaign builder, while powerful, has a steep learning curve that can take weeks to master effectively
  • Contact limits increase pricing sharply, with the base plan limited to 1,500 contacts before additional fees apply
  • The platform has undergone significant rebranding and restructuring (from Infusionsoft to Keap), which has caused confusion about which features exist on which plans

Best For

Which tool suits which use case.

Choose Agile CRM if you need

  • Teams needing extensive third-party integrations
  • Retail & E-commerce organisations
  • Marketing automation
  • Professional Services businesses
  • Complex data models (contacts, companies, deals and more)

Choose Keap if you need

  • Professional Services businesses
  • Sales pipeline tracking
  • Teams needing extensive third-party integrations
  • Education organisations
  • Marketing automation

Expert Verdict

Our Harvard-educated consultants' take on this comparison.

Clever Ops Recommendation

Choose Agile CRM if budget-conscious small businesses that want CRM, marketing, and helpdesk in one free or low-cost platform, particularly those prioritising value over a polished user experience. Choose Keap if established small businesses that need CRM, marketing automation, and e-commerce payment collection in a single platform, particularly coaches, consultants, and online course creators. Avoid Agile CRM if businesses that prioritise a modern, intuitive user interface, or growing teams that will quickly outgrow the contact limits and need a platform with stronger active development. Avoid Keap if businesses on tight budgets where the monthly cost is disproportionate to revenue, or teams that only need basic CRM without built-in payment processing and marketing automation. If you are still weighing the trade-offs, Clever Ops offers a free assessment where our Harvard-educated consultants map your requirements to the right platform.

Migration Notes

What to know about switching between Agile CRM and Keap.

Migrating Between Agile CRM and Keap

Clever Ops takes a low-risk approach to migrating between Agile CRM and Keap. We run both systems in parallel during the transition, transferring contacts, deals, tasks in stages and verifying data at each step. Your team continues working in the existing system until the new one is fully validated. The process typically takes 4-8 weeks, followed by 3 months of hands-on support.

Agile CRM vs Keap FAQ

We audit your current workflows, team size, budget, and growth plans, then recommend the platform that fits. Our advice is vendor-neutral: we do not earn commissions from Agile CRM, Keap, or any vendor. Our Harvard-educated consultants have helped 50+ businesses make informed technology decisions over 12+. Book a free assessment to get started.

Agile CRM may hit limits when businesses that prioritise a modern, intuitive user interface, or growing teams that will quickly outgrow the contact limits and need a platform with stronger active development. Keap may hit limits when businesses on tight budgets where the monthly cost is disproportionate to revenue, or teams that only need basic CRM without built-in payment processing and marketing automation. Both platforms are designed to grow with your business, but scaling experience varies. Agile CRM connects with 41+ tools, and Keap with 51+, so integration flexibility at scale is comparable. Clever Ops helps mid-market Australian businesses plan their tech stack for growth, not just for today.

Agile CRM strengths: Free plan supports up to 10 users with sales, marketing, and service features, making it one of the most generous free CRM options available. All-in-one platform combines contact management, email campaigns, landing pages, helpdesk ticketing, and live chat in a single product. Keap strengths: Built-in e-commerce features including checkout pages, order forms, and subscription management let small businesses sell directly from the CRM. Campaign Builder (formerly Infusionsoft) provides sophisticated marketing automation with visual workflow design, conditional branching, and lead scoring. The features that matter most depend on your team's daily workflows and growth plans. Clever Ops can help you map your requirements to the right platform.

Switching costs include data migration, team retraining, workflow rebuilding, and potential downtime. Agile CRM pricing: Free plan for up to 10 users (1,000 contacts). Keap pricing: Keap Pro from approximately $299/month (1,500 contacts, 2 users), Keap Max from approximately $399/month (2,500 contacts, 3 users) (AUD). Beyond licensing costs, budget for implementation (Clever Ops typically completes migrations in 4-8 weeks) and training. We run parallel systems during transitions and provide 3 months of post-migration support to minimise disruption.

ROI depends on three factors: how well the platform is configured, how thoroughly your team adopts it, and how tightly it integrates with your other tools. Agile CRM delivers value through Free plan supports up to 10 users with sales, marketing, and service features, making it one of the most generous free CRM options available. Keap delivers value through Built-in e-commerce features including checkout pages, order forms, and subscription management let small businesses sell directly from the CRM. A poorly set-up tool delivers less value than a well-implemented one, regardless of platform. Clever Ops focuses on maximising your return through proper implementation and ongoing optimisation.

Agile CRM: Free plan for up to 10 users (1,000 contacts). Starter from approximately $13/user/month, Regular from approximately $20/user/month, Enterprise from approximately $27/user/month (AUD). Contact limits increase with plan tier.. Keap: Keap Pro from approximately $299/month (1,500 contacts, 2 users), Keap Max from approximately $399/month (2,500 contacts, 3 users) (AUD). Additional users and contacts incur extra fees. Annual billing discounts available.. When comparing costs, factor in per-user charges, add-on modules, and implementation costs, not just the headline price. Clever Ops can model the total cost of ownership for your team size during a free assessment.

Both Agile CRM and Keap provide standard security measures including encryption, access controls, and compliance certifications. Agile CRM uses a REST API and Keap uses REST, both supporting secure data transfer. For Australian businesses handling sensitive data under the Privacy Act, data residency and local support are worth verifying with each vendor. Clever Ops, based in Gippsland, Victoria, can review each platform's security posture against your compliance requirements during a free assessment.

Full onboarding for either Agile CRM or Keap, including configuration, data import, and team training, typically takes 4-8 weeks with Clever Ops support. Self-service onboarding can take longer and often results in suboptimal configurations that limit the platform's value.

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