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Comparison — Sales and marketing automation

Workspace369 vs Keap

Keap has spent more than two decades automating the sales and marketing side of small business — lead capture, nurture campaigns, pipelines, and payments, backed by a required implementation package that gets it set up properly. Workspace369 automates a different side of the business: the client work after the sale, where projects, communication, billing, and accounting share one record.

Reviewed September 23, 2026 using public product pages, pricing pages, and Workspace369's current product scope.

At a glance

Workspace369 vs Keap: the short version

Keap Workspace369
Best forKeap Sales and marketing automation for lead-driven small businesses.Workspace369 Client-work operations for service teams: delivery, communication, billing, and accounting.
Pricing modelKeap Keap sells one platform edition that starts with 2 user licenses, with additional users and contacts priced on top and a required implementation package. Prices checked on the official pricing page, September 23, 2026.Workspace369 Flat plans by seats — $29/mo for 1 seat up to $299/mo for 10 seats, all modules included.
Client layerKeap —Workspace369 CRM, client portal, proposals, invoices, payment plans, and reporting in one record.
AutomationsKeap Deep campaign automation for lead nurture and sales pipelines, built over 20+ years, plus an AI automation assistant.Workspace369 No-code workflow automations for emails, SMS, tasks, reminders, and internal notifications.

The two products

Who is Keap? Who is Workspace369?

Keap

Keap is a strong fit for sales-driven small businesses that want deep lead-nurture and pipeline automation, a dedicated success manager, and US-based phone support — and are willing to pay for implementation.

Category: Sales and marketing automation · keap.com ↗

Workspace369

Workspace369 is a strong fit for service teams whose bottleneck is the work after the sale: projects, shared inbox with SMS and voice, proposals, invoices, payment plans, and accounting on one client record.

Client work operating system · see all features →

Feature comparison

Core operations, side by side

AreaKeap Workspace369
Primary fitKeap Sales and marketing automation for lead-driven small businesses.Workspace369 Client-work operations for service teams: delivery, communication, billing, and accounting.
Automation focusKeap Deep campaign automation for lead nurture and sales pipelines, built over 20+ years, plus an AI automation assistant.Workspace369 Workflow automations for operations — email and SMS automations, task creation, reminders, and internal notifications — from Commander ($299/mo, 10 seats).

Client work and pricing

Delivery after the saleKeap The campaign ends at the sale; client work and projects live elsewhere.Workspace369 Projects, tasks, files, time tracking, and a client portal carry the engagement from signed proposal to final invoice.
CommunicationKeap Dedicated business line (US/CA) and US-only text marketing: 500 messages and 100 voice minutes included, then metered tiers from $24/mo.Workspace369 Shared inbox with email, 2-way SMS from Voyager ($74/mo), voice and voicemail from Specialist ($149/mo), and AI summaries on the record.
Billing and accountingKeap Quotes, invoices, and payments with processor sync; the books stay in accounting software.Workspace369 Proposals, invoices, payment plans, expenses, basic accounting from Specialist, full accounting from Commander — no sync to break.
Pricing modelKeap From $299/mo or $2,988/yr with 2 users; extra users $39/mo each; required implementation package; $299 early termination fee on annual terms (checked Sept 23, 2026).Workspace369 Flat plans by seats: Cadet $29/mo, Voyager $74/mo for 2, Specialist $149/mo for 5, Commander $299/mo for 10 — 20% off annual, no implementation package required.
Best reason to choose eachKeap Lead nurture and sales-pipeline automation is the growth lever, and hands-on implementation is worth paying for.Workspace369 The client engagement — delivery, communication, money — should run in one workspace at a published price.

Comparison based on public product positioning and Workspace369's current feature set, reviewed September 23, 2026. Exact fit depends on your workflow, team size, and implementation needs.

Pricing and value

Compare the subscription, then compare the stack

Keap source ↗
Keap platform, monthlyFrom $299/mo — CRM, sales and marketing automation, landing pages, and payments; includes 2 user licenses.
Keap platform, annualFrom $2,988/yr — About $249/mo equivalent; a $299 early termination fee applies inside the annual term.
Additional users$39/mo per user — Beyond the 2 included licenses; additional contacts priced in tiers.
Text marketingIncluded tier, then $24-$279/mo — 500 messages and 100 voice minutes included, US-only; higher tiers metered at $0.015 per extra message.
Workspace369 all plans →
Cadet$29/mo — 1 seat, 5 GB storage, invoices, proposals, clients, projects, tasks, notes, calendar, and starter inbox tools.
Voyager$74/mo — 2 seats, 50 GB storage, shared inbox workflows, SMS, time tracking, unlimited projects, and team operations.
Specialist$149/mo — 5 seats, 100 GB storage, full CRM, voice, voicemail, proposals, expenses, marketing, payment plans, and basic accounting.
Commander$299/mo — 10 seats, 500 GB storage, full accounting, email and SMS automations, advanced AI, and dedicated support.

A five-user Keap setup lists from about $416/mo ($299 base plus three extra users at $39/mo) before the required implementation package. Workspace369 Specialist is $149/mo for 5 seats, published, with no implementation package required.

What the stack costs separately

WorkflowSeparate stack Workspace369
CRM and client recordsSeparate stack CRM, spreadsheets, lead formsWorkspace369 Built in
Projects, tasks, and calendarSeparate stack Project management app, scheduler, task boardWorkspace369 Built in
Inbox, SMS, voice, voicemailSeparate stack Email helpdesk, phone system, SMS toolWorkspace369 Built in by plan
Proposals, invoices, and paymentsSeparate stack Proposal tool, invoicing app, payment processorWorkspace369 Built in
Files, notes, and client contextSeparate stack Docs, cloud drive, client portalWorkspace369 Built in
AI, automations, and reportingSeparate stack AI assistant, automation tool, dashboard/reporting layerWorkspace369 Built in by plan
Expenses, accounting, and inventorySeparate stack Accounting app, expense tracker, inventory systemWorkspace369 Built in by plan

Reviewed September 23, 2026. Pricing and packaging can change — verify current details with each vendor before deciding. The goal is a buyer-useful comparison, not a pretend scorecard.

  • Keap pricing ↗Verified Sept 23, 2026: platform from $299/mo or $2,988/yr with 2 user licenses; extra users $39/mo; text marketing tier included (US-only), higher tiers $24-$279/mo; required implementation packages; $299 early termination fee on annual contracts.

Decision

Workspace369 vs Keap: which should you choose?

Choose Keap if…

  • Lead capture, nurture campaigns, and pipeline automation are the growth lever for your business.
  • You want a dedicated success manager, US-based phone support, and done-for-you implementation.
  • Your client delivery and accounting already live in tools you plan to keep.

Choose Workspace369 if…

  • Your bottleneck is delivering and billing client work, not nurturing leads.
  • You want SMS and voice beside email in one shared inbox, attached to the client record.
  • Payment plans, time tracking, and accounting should live where the work happens.
  • You want flat published pricing without a required implementation package.

Switching

Switching to Workspace369 takes four steps

  1. 01

    Start your free trial

    Your workspace is ready in minutes — pick a plan later, no migration call required.

  2. 02

    Import your clients

    Bring clients, contacts, and open invoices in with CSV import instead of retyping anything.

  3. 03

    Connect your tools

    Hook up Google Calendar, your inbox, and Stripe so schedules, conversations, and payments land in one place.

  4. 04

    Invite the team and go live

    Run your next client project end-to-end — request to proposal to invoice — and cancel the old stack when it sticks.

Product tour

See the client-work loop inside Workspace369

Workspace369 project board with Kanban columns attached to client work
Project boards with Kanban and Gantt views — attached to the client record, not a separate tool.
Workspace369 invoice list showing invoice status beside client names
Invoices, payment plans, and payment status beside every client — no separate billing app.
Workspace369 shared inbox with client conversations and AI summaries
Shared inbox, SMS, and call history with AI summaries — the conversation lives beside the work.

FAQ

Frequently asked questions

Is Workspace369 a Keap alternative?
For service businesses whose bottleneck is client delivery and billing rather than sales automation, yes. Keap is purpose-built for lead nurture and pipeline automation with hands-on implementation; Workspace369 runs the client work after the sale on one record.
How much does Keap cost compared with Workspace369?
Checked Sept 23, 2026: Keap starts at $299/mo billed monthly or $2,988/yr (about $249/mo equivalent) with 2 user licenses, extra users at $39/mo each, plus a required implementation package and a $299 early termination fee inside annual terms. Workspace369 publishes flat plans by seats: Cadet $29/mo for 1 seat, Voyager $74/mo for 2, Specialist $149/mo for 5, Commander $299/mo for 10, with 20% off annual billing and no implementation package.
Does Keap include texting and a phone line?
Keap includes a dedicated business line for US and Canada users, and US-only text marketing with 500 messages and 100 voice minutes included, then metered tiers from $24/mo. Workspace369 includes 2-way SMS in the shared inbox from Voyager ($74/mo, 2 seats) and voice with voicemail from Specialist ($149/mo, 5 seats); a $50 one-time carrier compliance fee applies only when you claim dedicated SMS/voice numbers.
Which has better automation, Keap or Workspace369?
Different jobs. Keap's strength is marketing and sales automation — lead nurture campaigns and pipeline triggers refined over two decades. Workspace369's workflow automations are operational: email and SMS automations, task creation, reminders, and internal notifications for the team, available from the Commander plan.
Can Keap replace accounting software?
No — quotes, invoices, and payments sync out to accounting tools, and the books live there. Workspace369 includes expenses and basic accounting from Specialist and full accounting from Commander, attached to the client and project record.
Who should stay on Keap?
Lead-driven small businesses where nurture campaigns and sales-pipeline automation pay for the platform, and where the required implementation package is a feature, not a cost. If the campaigns are fine and the chaos is in delivery, billing, and the books, that is the Workspace369 side.
What should a business compare before switching from Keap?
Compare active contacts and clients, open invoices and payment history, active campaigns that must keep running, files, and communication history — and note the $299 early termination fee if you are inside an annual term. There is no automated import tool — export your data, and Workspace369 support can help you map it.

Run the comparison with your own client work.

Keap automates the sale. Workspace369 runs the work the sale becomes.

Ready when you are

See where Workspace369 fits into your client-work flow.

Start with the modules you need today, then turn on AI, automations, accounting, inventory, requests, and reporting as the operation grows.

Workspace369 vs KeapClient records, projects, invoices — one workspace.
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