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Keap Product Family Feature Comparison

Product Success Team
FeaturesMaxUltimateMax Classic 
SOFTWARE
CRM✓✓✓
  • Contact Management
✓✓✓
  • Contact Segmentation (tags)
✓✓✓
  • Saved searches/filters/contact lists
✓✓✓
  • Tasks
✓✓✓
  • Notes
✓✓✓
  • Company Records 
✓✓✓
  • Custom Fields
150150150
  • Lists
✓✓✓
  • Automation History
✓✓✓
Lead Scoring✓✓✓
Customizable Dashboards✓✓✓
MARKETING 
Landing Pages✓✓
 		✓
  • Multi-page funnels
✓✓
 		✓
 
  • Templates
✓✓
 		✓
Forms✓
 		✓
 		✓
Email Marketing✓
 		✓
 		✓
 
  • Email Broadcasts
✓
 		✓
 		✓
 
  • Newsletters
✓
 		✓
 		✓
 
  • 1:1 Email Messages
✓
 		✓
 		✓
 
  • Templates
✓
 		✓
 		✓
 
Keap AI✓
 		✓
 		✓
 
  • AI Content Assistant
✓
 		  
  • AI Automation Assistant
✓
 		✓
 		✓
 
Text marketing✓
 		✓
 		✓
 
  • Included messages
500500500
  • 1:1 text messages (send and reply)
✓
 		✓ (Replies only)
 		 
  • Text message broadcasts
✓
 		✓
 		✓
 
  • Automated text messages
✓
 		✓
 		✓
 
Voice Calls   
  • Local
✓
 		  
  • Toll Free
✓
 		✓
 		✓
 
  • Receive Voicemails
✓
 		  
  • Calls through Mobile App
✓
 		  
Mobile app (iOS and Android)✓
 		✓
 		✓
 
Website visitor tracking✓
 		✓
 		✓
 
Liquid syntax/ Dynamic content✓
 		✓
 		✓
 
Lead source tracking✓
 		✓
 		✓
 
Branding Center✓
 		✓
 		✓
 
SALES
Invoices✓✓
 		✓
Quotes✓✓
 		✓
 
Appointment Scheduler✓✓
 		✓
 
Automated Appointment Booking ✓✓
 		 
Embedded Calendly Booking✓  
Pipelines✓✓
 		 
Opportunities  ✓
 
Round robin  ✓
 
Checkout forms✓
 		✓
 		✓
 
  • Promo codes
✓
 		✓
 		✓
 
  • One-Click Upsells
✓
 		✓
 		✓
 
Payment processor✓
 		✓
 		✓
 
  • One-time payments
✓
 		✓
 		✓
 
  • Recurring/Subscription payments
✓
 		✓
 		✓
 
  • Payment Plans
 ✓
 		✓
 
Shopping cart ✓
 		✓
 
Referral partner center ✓
 		✓
 
Sales tax auto-calc✓
 		✓
 		✓
 
SERVICE
Internal forms✓ ✓
Google reviews✓ ✓
OPERATIONS
Employee reminders✓  
Workflow automation✓ ✓
My Day✓  
  • Task management
✓ ✓
Billing automation✓ ✓
  • Native Adv. Billing Automation
✓ ✓
  • Credit card expiry reminders
   
Native Zapier integration   
AUTOMATE
Easy automation builder✓✓
 		 
  • Templates
✓ ✓
 		 
Visual, drag-and-drop automation builder✓✓
 		✓
  • Decision diamonds
✓
 		✓
 		✓
  • Canvas notes
✓✓
 		✓
  • Process visualization
✓
 		✓
 		✓
  • Templates
✓
 		✓
 		✓
 
  • Filter, search, and categorize
✓
 		✓
 		✓
 
Action Sets ✓
 		✓
 
Reminders✓
 		✓
 		✓
 
API & webhooks✓
 		✓
 		✓
 
3rd party integrations✓
 		✓
 		✓
 
ADMINSTRATIVE TOOLS
 
Reports✓
 		✓
 		✓
 
  • Reporting hub
✓
 		✓
 		✓
 
  • Email health widget
✓
 		✓
 		✓
 
Roles and Permissions✓
 		✓
 		✓
 
  • Default user roles
✓
 		✓
 		✓
 
  • Custom user roles, groups, and permissions
✓
 		✓
 		✓
 
Merge duplicate contacts
 		✓
 		✓
 		✓
 
Email sync (Gmail, Outlook)
 		✓
 		✓
 		✓
 
Calendar sync (Google, Outlook)
 		✓
 		✓
 		✓
 
MOBILE
Business Card Scanner
 		✓
 		✓
 		✓
 
Invoices
 		✓
 		✓
 		✓
 
Tasks
 		✓
 		✓
 		✓
 
Contacts
 		✓
 		✓
 		✓
 
Keap Business Line (Calls, Texts, Voicemail)
 		✓
 		  
Appointments
 		✓
 		  
Push Notifications
 		✓
 		✓
 		✓
 
SUPPORT
 
Keap Academy
 		✓
 		✓
 		✓
 
24/7 chat support
 		✓
 		✓
 		✓
 
U.S. based phone support
 		✓
 		✓
 		✓
 
Dedicated Customer Success Manager
 		✓
 		✓
 		✓
 
Keap Community
 		✓
 		✓
 		✓
 

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