Keap vs Zoho CRM

Keap

• Small businesses that want CRM, marketing automation and payments in one product
• Owners who want guided setup and done-for-you automations
• Service businesses that book appointments and send invoices

Zoho CRM

• Small teams that want a free CRM for up to 3 users
• Businesses that want detailed customization and process automation
• Companies already using other Zoho apps

Keap

• There is no free plan, and the 14-day trial is capped at 25 emails with no payment processing or texting.
• A one-time implementation package is required; its list price is $1,500, shown discounted to $500.
• The base price covers 2 users and 1,500 contacts; each extra user is $39 a month and more contacts raise the price.
• Annual contracts carry a $299 early termination fee, and text marketing is available in the U.S. only.

Zoho CRM

• The Free edition is limited to 3 users, 5,000 records and 5 workflow automations.
• Monthly billing costs more: Standard is $20 instead of $14 per user, and Professional $35 instead of $23.
• CPQ and inventory management start at Professional; territory management, custom functions and customer portals need Enterprise.
• Prices exclude local taxes, and the CRM Plus and Zoho One bundles are priced separately from Zoho CRM.

Keap

CRM and contact segmentation

Contact and company records hold activity, notes, tasks and custom fields, with tags, saved searches and lead scoring to single out the leads most likely to buy.

Sales and marketing automation

A drag-and-drop builder automates follow-up across the customer lifecycle, with a library of prebuilt automation templates and an AI assistant that drafts whole campaigns.

Email and text marketing

Broadcasts, newsletters and automated emails are built in. Text broadcasts and automated texts are U.S.-only, with a first tier of 500 messages and 100 voice minutes included.

Sales pipeline and appointments

A pipeline tracks leads through each stage and can trigger automation, and an appointment scheduler shares a booking link synced with a Gmail or Outlook calendar.

Quotes, invoices and payments

Quotes turn into invoices, checkout forms sell online, and payments run through Keap's own U.S. processor or third parties such as PayPal and Stripe.

Landing pages and forms

Landing pages, multi-page sales funnels and forms capture leads and start an automation when someone completes them.

Zoho CRM

Lead, contact and deal management

Leads, accounts, contacts and deals are tracked through the sales cycle. Paid editions add multiple pipelines and sales forecasting, and Enterprise adds territory management.

Workflow and process automation

Workflow and assignment rules handle routine updates, cadences run sequences of follow-ups, and Blueprint holds a team to a structured sales process.

Zia AI

Zia gives predictions and recommendations, rewrites emails and flags anomalies. The pricing page lists AI agents from Standard and an AI sales assistant from Enterprise.

Analytics and forecasting

Reports, dashboards and forecasts track sales performance, with anomaly detection on top. The Free edition is limited to standard reports.

Canvas and customization

Layouts and fields can be customized, and Canvas redesigns record pages without code. Enterprise adds custom functions, wizards and customer portals.

Mobile apps with offline mode

iPhone, iPad and Android apps can add, edit and delete records offline and sync when back online. They also include a business card scanner.

Keap

• Keap$299

  per month for 2 users and 1,500 contacts, billed monthly

  The full platform in one plan, or $2,988 a year billed annually. Extra users are $39 a month each, and the price rises with the number of contacts.

Zoho CRM

• Free$0

  Up to 3 users and 5,000 records, with lead, contact and deal management, standard reports and the mobile apps.

• Standard$14

  per user / month, billed annually ($20 billed monthly)

  Workflows and assignment rules, cadences, reports and dashboards, sales forecasting, AI agents and self-service kiosks.

• Professional$23

  per user / month, billed annually ($35 billed monthly)

  Adds CPQ, email intelligence, process automation, widgets, inventory management and Google Ads integration.

• Enterprise$40

  per user / month, billed annually ($50 billed monthly)

  Adds the AI sales assistant, journey orchestration, territory management, custom functions, wizards and customer portals.

• Ultimate$52

  per user / month, billed annually ($65 billed monthly)

  Higher feature limits, custom AI and ML models, data preparation, and consulting and migration assistance.

Keap

• Annual discount

  Lower rate with annual billing

  Keap's pricing page lists the base plan at $2,988 billed annually, which works out to $249 a month, against $299 a month billed monthly.

Zoho CRM

• Annual discount

  Save up to 34% with yearly billing

  Zoho's pricing page says yearly plans save up to 34%. Standard is $14 per user a month billed annually versus $20 monthly, and Professional is $23 versus $35.