Features | Pro | Max | Max Classic |
Organize Leads | |||
Contact Management | ✓ | ✓ | ✓ |
B2B Management | ✓ | ✓ | ✓ |
Opportunity Records | ✓ | ||
Contact Segmentation (tags) | ✓ | ✓ | ✓ |
Saved searches/Filters/Contact lists | ✓ | ✓ | ✓ |
Tasks | ✓ | ✓ | ✓ |
Lead Capture Forms | ✓ | ✓ | ✓ |
Landing Pages | ✓ | ✓ | ✓ |
Company Records | ✓ | ✓ | ✓ |
Lead Source Tracking | ✓ | ✓ | |
Lead Scoring | ✓ | ✓ | |
Customizable Dashboard | ✓ | ✓ | ✓ |
Referral Partners | ✓ | ||
Get More Jobs | |||
Quotes | ✓ | ✓ | ✓ |
Appointments | ✓ | ✓ | |
Sales pipeline | ✓ | ✓ | ✓ |
Sales Round Robin | ✓ | ||
Stay Connected | |||
Keap Mobile App | ✓ | ✓ | ✓ |
Dedicated Business Line | ✓ | ✓ | |
1:1 SMS messages | ✓ | ✓ | |
Email marketing | ✓ | ✓ | ✓ |
A/B email testing | ✓ | ✓ | ✓ |
Email Sync (Gmail, Outlook) | ✓ | ✓ | ✓ |
Calendar Sync (Gmail, Outlook) | ✓ | ✓ | |
Google Reviews | ✓ | ✓ | |
Get Paid | |||
Invoices | ✓ | ✓ | ✓ |
One-time Payments | ✓ | ✓ | ✓ |
Recurring Payments | ✓ | ✓ | ✓ |
Shopping Cart | ✓ | ||
Checkout Forms | ✓ | ✓ | |
Order Forms | ✓ | ||
Promo Codes | ✓ | ✓ | |
Automate the Work | |||
Easy Automation | ✓ | ✓ | |
Advanced Automation (Campaign Builder) | ✓ | ✓ | ✓ |
Reminders | ✓ | ✓ | |
Internal Forms | ✓ | ✓ | ✓ |
Pipeline Automation | ✓ | ✓ | ✓ |
API (Integrations) | ✓ | ✓ | ✓ |
Administrative Tools | |||
Reports | ✓ | ✓ | ✓ |
Analytics | ✓ | ✓ | |
Default User Roles | ✓ | ✓ | ✓ |
Custom User Roles | ✓ | ||
Data migration support | ✓ | ✓ | ✓ |
Affiliate Management | ✓ |