Keap vs Zoho CRM

Keap vs Zoho CRM: Side-by-Side Feature & Pricing Comparison

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

Features compared

50+

Clients advised

98%

Client retention

12+

Years experience

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Feature Comparison

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

Contact management

Keap

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

Zoho CRM

Part of the broader Zoho ecosystem (40+ apps), so businesses can add project management, helpdesk, invoicing, and more without switching vendors

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

Pipeline management

Keap

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

Zoho CRM

Part of the broader Zoho ecosystem (40+ apps), so businesses can add project management, helpdesk, invoicing, and more without switching vendors

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

Email automation

Keap

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

Zoho CRM

Multi-channel communication (email, phone, social, live chat) is built into the CRM rather than requiring separate integrations

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

Reporting and analytics

Keap

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

Zoho CRM

Limitation: Reporting is powerful but complex to configure - creating custom reports often requires understanding Zoho-specific terminology and logic

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

Integration ecosystem

Keap

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

Zoho CRM

Part of the broader Zoho ecosystem (40+ apps), so businesses can add project management, helpdesk, invoicing, and more without switching vendors

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

Mobile app

Keap

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

Zoho CRM

Zoho CRM connects with 62+ tools natively, offering one of the broadest integration ecosystems in its category

On paper mobile app looks similar across Keap and Zoho CRM, but the admin experience, reporting, and permission model tend to be the real differentiators.

Custom fields and objects

Keap

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

Zoho CRM

Canvas design studio lets you customise the CRM interface with drag-and-drop, creating views tailored to each team role

Zoho CRM highlights custom fields and objects as a core strength. Keap offers the capability but does not position it as a primary differentiator.

Workflow automation

Keap

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

Zoho CRM

Zia AI assistant provides lead scoring, anomaly detection, and workflow suggestions that improve with usage over time

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

Team collaboration

Keap

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

Zoho CRM

Canvas design studio lets you customise the CRM interface with drag-and-drop, creating views tailored to each team role

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

Customer support features

Keap

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

Zoho CRM

Limitation: Customer support response times can be slow on lower-tier plans, which is frustrating during initial setup

Keap highlights customer support features as a core strength. Zoho CRM offers the capability but does not position it as a primary differentiator.

Ease of setup

Keap

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

Zoho CRM

Limitation: Customer support response times can be slow on lower-tier plans, which is frustrating during initial setup

Both Keap and Zoho CRM address ease of setup. The right choice depends on whether you prioritise depth of functionality or breadth of your overall platform.

Value for money

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.

Zoho CRM

Standard from approximately $20/user/month, Professional from approximately $35/user/month, Enterprise from approximately $50/user/month, Ultimate from approximately $65/user/month (AUD). Annual billing. Free plan available for up to 3 users.

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.

Keap

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

Zoho CRM

These figures are estimates based on publicly available pricing. Actual costs depend on your usage, team size, and any negotiated rates.

Pros & Cons

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

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

Zoho CRM

Pros

Part of the broader Zoho ecosystem (40+ apps), so businesses can add project management, helpdesk, invoicing, and more without switching vendors
Pricing is significantly lower than Salesforce and HubSpot at comparable feature levels, making it accessible for budget-conscious mid-market businesses
Canvas design studio lets you customise the CRM interface with drag-and-drop, creating views tailored to each team role
Zia AI assistant provides lead scoring, anomaly detection, and workflow suggestions that improve with usage over time
Multi-channel communication (email, phone, social, live chat) is built into the CRM rather than requiring separate integrations

Cons

The interface can feel dated and cluttered compared to modern CRMs like Pipedrive or HubSpot, which affects user adoption
Third-party integrations outside the Zoho ecosystem are less polished, and some require Zoho Flow or Zapier as middleware
Customer support response times can be slow on lower-tier plans, which is frustrating during initial setup
Reporting is powerful but complex to configure - creating custom reports often requires understanding Zoho-specific terminology and logic

Best For

Which tool suits which use case.

Choose Keap if you need

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

Choose Zoho CRM if you need

✓ Professional Services businesses
✓ Teams needing extensive third-party integrations
✓ Manufacturing organisations
✓ Complex data models (leads, contacts, accounts and more)
✓ Managing customer relationships

Expert Verdict

Our Harvard-educated consultants' take on this comparison.

Clever Ops Recommendation

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. Choose Zoho CRM if cost-conscious mid-market businesses that want a feature-rich CRM with room to grow into a broader business suite, particularly those willing to invest in the wider Zoho ecosystem. 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. Avoid Zoho CRM if teams that prioritise a modern, intuitive user experience over feature depth, or businesses heavily reliant on third-party integrations outside the Zoho ecosystem. 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 Keap and Zoho CRM.

Migrating Between Keap and Zoho CRM

With 5 shared data types (including contacts, deals, tasks), migrating between Keap and Zoho CRM is relatively straightforward. Clever Ops uses automated mapping tools to transfer records accurately, then runs a verification pass to catch any discrepancies. The full process typically takes 4-8 weeks, including 3 months of post-migration support.

Keap vs Zoho CRM FAQ

Switching costs include data migration, team retraining, workflow rebuilding, and potential downtime. 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). Zoho CRM pricing: Standard from approximately $20/user/month, Professional from approximately $35/user/month, Enterprise from approximately $50/user/month, Ultimate from approximately $65/user/month (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.

Yes. Keap provides a REST API and Zoho CRM provides a REST API, so we can build reliable integrations between them. Common sync patterns include contacts, deals, tasks. Our integrations include error handling, retry logic, and monitoring. Clients typically save 8+ hours/week once the integration is live.

Yes. Both platforms share 5 common data object types (including contacts, deals, tasks), which simplifies field mapping. Clever Ops runs a structured migration process: discovery, data mapping, test migration, verification, and cutover. Most migrations complete within 4-8 weeks, with 3 months of post-migration support included.

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 Keap, Zoho CRM, or any vendor. Our Harvard-educated consultants have helped 50+ businesses make informed technology decisions over 12+. Book a free assessment to get started.

Both Keap and Zoho CRM provide standard security measures including encryption, access controls, and compliance certifications. Keap uses a REST API and Zoho CRM 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.

For Professional Services businesses, prioritise: Contact management, Pipeline management, Email automation, Reporting and analytics, Integration ecosystem. Keap is strong on Built-in e-commerce features including checkout pages, order forms, and subscription management let small businesses sell directly from the CRM. Zoho CRM excels at Part of the broader Zoho ecosystem (40+ apps), so businesses can add project management, helpdesk, invoicing, and more without switching vendors. Clever Ops can help you build a weighted requirements list and score each platform against it.

Keap uses a REST API (REST API v1 with OAuth 2.0. Rate limited to 25 requests per second. Supports pagination via offset and limit. Legacy XML-RPC API still available but deprecated. Webhook support for contact and order events.), while Zoho CRM uses a REST API (REST API v2 with OAuth 2.0. Rate limited to 100 requests per minute per organisation. Supports pagination via page and per_page parameters. Supports COQL (CRM Object Query Language) for advanced queries. Bulk API for large operations.). Keap supports 9 core data objects; Zoho CRM supports 9. With 12+ of integration experience, Clever Ops can tell you exactly how each API performs in production.

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. 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. Zoho CRM delivers value through Part of the broader Zoho ecosystem (40+ apps), so businesses can add project management, helpdesk, invoicing, and more without switching vendors. 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.