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.
Comparison — Sales and marketing automation
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
| Keap | Workspace369 | |
|---|---|---|
| Best for | Keap Sales and marketing automation for lead-driven small businesses. | Workspace369 Client-work operations for service teams: delivery, communication, billing, and accounting. |
| Pricing model | Keap 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 layer | Keap — | Workspace369 CRM, client portal, proposals, invoices, payment plans, and reporting in one record. |
| Automations | Keap 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
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.
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.
Feature comparison
| Area | Keap | Workspace369 |
|---|---|---|
| Primary fit | Keap Sales and marketing automation for lead-driven small businesses. | Workspace369 Client-work operations for service teams: delivery, communication, billing, and accounting. |
| Automation focus | Keap 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). |
| Delivery after the sale | Keap 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. |
|---|---|---|
| Communication | Keap 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 accounting | Keap 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 model | Keap 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 each | Keap 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
| Keap source ↗ | |
|---|---|
| Keap platform, monthly | From $299/mo — CRM, sales and marketing automation, landing pages, and payments; includes 2 user licenses. |
| Keap platform, annual | From $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 marketing | Included 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.
| Workflow | Separate stack | Workspace369 |
|---|---|---|
| CRM and client records | Separate stack CRM, spreadsheets, lead forms | Workspace369 Built in |
| Projects, tasks, and calendar | Separate stack Project management app, scheduler, task board | Workspace369 Built in |
| Inbox, SMS, voice, voicemail | Separate stack Email helpdesk, phone system, SMS tool | Workspace369 Built in by plan |
| Proposals, invoices, and payments | Separate stack Proposal tool, invoicing app, payment processor | Workspace369 Built in |
| Files, notes, and client context | Separate stack Docs, cloud drive, client portal | Workspace369 Built in |
| AI, automations, and reporting | Separate stack AI assistant, automation tool, dashboard/reporting layer | Workspace369 Built in by plan |
| Expenses, accounting, and inventory | Separate stack Accounting app, expense tracker, inventory system | Workspace369 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.
Decision
Switching
Your workspace is ready in minutes — pick a plan later, no migration call required.
Bring clients, contacts, and open invoices in with CSV import instead of retyping anything.
Hook up Google Calendar, your inbox, and Stripe so schedules, conversations, and payments land in one place.
Run your next client project end-to-end — request to proposal to invoice — and cancel the old stack when it sticks.
Product tour



FAQ
Keap automates the sale. Workspace369 runs the work the sale becomes.
Ready when you are
Start with the modules you need today, then turn on AI, automations, accounting, inventory, requests, and reporting as the operation grows.