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Keap Product Family Feature Comparison (All Versions)

Product Success Team
  • Updated

 

Features Pro Max Ultimate Max Classic 
SOFTWARE
CRM ✓ ✓ ✓ ✓
  • Contact Management
 ✓ ✓ ✓ ✓
  • Contact Segmentation (tags)
 ✓ ✓ ✓ ✓
  • Saved searches/filters/contact lists
 ✓ ✓ ✓ ✓
  • Tasks
 ✓ ✓ ✓ ✓
  • Notes
 ✓ ✓ ✓ ✓
  • Company Records 
 ✓ ✓ ✓ ✓
  • Custom Fields
 100 150 150 150
  • 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
 0 500 500 500
  • 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
 Coming soon Coming soon Coming soon  
  • 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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