Keap Product Family Feature Comparison

Last Modified on 12/20/2024 11:40 am MST
Tags: Keap-Classic
This article applies to:


Features Max Ultimate Max Classic 
Contacts Included 2,500 5,000 5,000
Users Included 3 5 5
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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