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Keap vs Zoho CRM comparison

 

Comparison Buyer's Guide

Executive SummaryUpdated on Dec 19, 2024

Review summaries and opinions

We asked business professionals to review the solutions they use. Here are some excerpts of what they said:
 

Categories and Ranking

Keap
Ranking in CRM
68th
Average Rating
7.0
Reviews Sentiment
7.8
Number of Reviews
3
Ranking in other categories
No ranking in other categories
Zoho CRM
Ranking in CRM
3rd
Average Rating
8.0
Reviews Sentiment
6.9
Number of Reviews
59
Ranking in other categories
Opportunity Management (3rd), Sales Force Automation (3rd)
 

Mindshare comparison

As of June 2026, in the CRM category, the mindshare of Keap is 0.4%, up from 0.3% compared to the previous year. The mindshare of Zoho CRM is 2.0%, down from 3.1% compared to the previous year. It is calculated based on PeerSpot user engagement data.
CRM Mindshare Distribution
ProductMindshare (%)
Zoho CRM2.0%
Keap0.4%
Other97.6%
CRM
 

Featured Reviews

it_user370497 - PeerSpot reviewer
Director of Operations at Armada Cloud
The marketing and sales automation aspects of Infusionsoft have proved very useful.
The marketing and sales automation aspects of Infusionsoft have proved very useful; now we're able to see exactly where our leads and conversions are coming from, and which campaigns are actually working We have a much better understanding of which campaigns are most effective and can adapt…
NaveenKumar S - PeerSpot reviewer
Software Engineer at Maximus
Zoho CRM improves lead conversion with AI assistance but could have better technical support
Zoho Zia has helped our lead conversion process by serving as a private AI of Zoho CRM that assists in boosting lead conversation by analyzing customer data, predicting outcomes, and automating workflow follow-ups. Regarding how Zia helps with lead conversion, there's lead scoring and conversion predictions, sentiment analysis, and workflow suggestions. For lead scoring, Zia analyzes past lead conversation patterns and assigns scores to new leads, and high score leads get prioritized for faster follow-up. In terms of conversation predictions, Zia predicts the probability of lead conversion based on demographics and engagements, helping the sales team focus on the most promising leads. Another point is sentiment analysis, where Zia scans customer emails, chats, and notes to detect tones such as positive, negative, or neutral, guiding us on how to approach the leads better. For workflow suggestions, it recommends automated workflows such as sending emails and assigning tasks to agents, improving our engagements. Additionally, the conversational AI feature through Zia chatbot can interact with leads via website chat or capture details and push them into Zoho CRM automatically. The analytics and reporting features in Zoho CRM helped me understand sales patterns and customer behavior through standard reports that include pre-built reports for leads, deals, sales activities, and campaigns. We can customize reports as well, creating reports based on any module fields, and we can integrate with Zoho Analytics for direct capture of reports from our modules. We can merge leads reports to contact reports using SQL, allowing for effective sales funnel tracking to identify drop-offs and optimize conversation strategies. Auto-generated reports are also available for daily scheduling, ensuring that admin receives daily basis reports through automation. With advanced BI features such as drag-and-drop dashboards and predictive analysis using pivot tables, we can create insightful dashboards while pulling CRM and external data from sources such as Google Ads and Facebook Ads for unified analytics. The automation capabilities in Zoho CRM have helped streamline our organization's sales and marketing tasks by handling repetitive tasks such as sending follow-up emails, assigning leads, and updating fields. For example, if a lead score is greater than 80, it automatically assigns that record to the senior sales representative. There are also blueprint options to define the step-by-step sales process, ensuring every sales representative follows the same process. Automation includes assignment rules, lead scoring, priority load options, sales signals, macros, and territory management, which automatically routes leads based on geography, revenue, and industries. Additionally, deal stage automations trigger actions when a deal moves stages, such as sending a contract when it moves to negotiation. For marketing, there are tools for email campaign automation, behavior-based triggers, campaign to lead sync, and social media automations. The overall benefits I have seen from using Zoho CRM include centralized customer data, where all customer interactions are visible in one place, providing a 360-degree view. Improved lead conversations through AI-powered scoring and automation helps us focus on the right leads, with end-to-end sales automation managing tasks from lead capture to deal closure, thereby saving time on repetitive tasks. This leads to better marketing ROI, as we can track campaigns, ad spend, and lead sources, connecting marketing efforts to revenue. Enhanced collaboration through shared notes, tasks, and role-based access enables teamwork within our internal users and sales teams, contributing to customer satisfaction. Moreover, Zoho CRM is scalable and customizable, adapting to startups, SMBs, and enterprises with its flexible modules and fields. Lastly, it is cost-efficient compared to Salesforce and HubSpot while including a wide range of features.

Quotes from Members

We asked business professionals to review the solutions they use. Here are some excerpts of what they said:
 

Pros

"It can be used for recruiting, e-marketing, and information marketing, and is excellent if you already have a following or database and are looking to systemetize, integrate, and orchestrate communication to your clients."
"The marketing and sales automation aspects of Infusionsoft have proved very useful; now we're able to see exactly where our leads and conversions are coming from, and which campaigns are actually working."
"We are currently implementing this tool and have high hopes for how it will drive drive lead generation and management."
"The user interface, especially the dashboard, offers good navigation."
"Highly configurable, enabling graphically built workflows, and the writing of customized scripts if required."
"The most valuable feature of Zoho CRM is emailing. You can send emails to customers directly from Zoho CRM. The marketing team in my company uses this feature, and it's effective."
"Being able to have the solution in the cloud has made this a cost effective solution for us as we don't need to invest in hardware."
"Zoho CRM integrates easily with customer service workflows."
"The most valuable features include the dashboards, deal tracking, email tracking, notes, managing notes and the ability to manage databases in one place."
"Zoho CRM is flexible due to its integrations, like with Zoho Campaign, helping integrate marketing efforts with CRM processes."
"Zoho CRM's best feature is its reporting."
 

Cons

"Would love to see the option to create required fields on the contact records."
"Fluent email campaign and shopping experience design. Even for the tech savvy, it takes a very logical mind to storyboard out the scenarios and to program it on the back-end."
"The CRM area isn't exactly robust, which isn't a problem for us as we pair Infusionsoft with vTiger to handle our CRM and sales/marketing automation needs."
"The support response time for this solution could be improved."
"The MCR capabilities have some limitations."
"The login process could be improved as some users find it unfriendly. The documentation could also be more user-friendly and better organized."
"However, as we continued to grow, Zoho did not have all the features we needed to successfully track our sales cycle, so we ended up switching to Salesforce."
"I'm not sure that there is scalability potential for enterprises."
"Zoho could be more user friendly by improving the UI of the interface."
"Zoho CRM could benefit from predictive analysis based on historical trends to forecast future performance over the next two to three years, particularly from a sales pipeline perspective."
"Customer Service: Only chat is available, connecting over the phone is impossible."
 

Pricing and Cost Advice

Information not available
"Professional plans cost $35 per user in the USA and EUR 35 in Europe."
"The product costs $35 per user per year."
"There is a license required for this solution."
"The basic plan has changed from $15 to $25 or $30."
"We pay for an annual license to use this solution."
"Zoho CRM is available at a fairly average price"
"The solution has standard pricing plans."
"The price of Zoho CRM is already competitive, but we would always like to have a better discount. Most of the features are included in the price but if we want the extra features then we have to purchase them."
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Top Industries

By visitors reading reviews
No data available
Construction Company
13%
Manufacturing Company
13%
Financial Services Firm
10%
Outsourcing Company
10%
 

Company Size

By reviewers
Large Enterprise
Midsize Enterprise
Small Business
No data available
By reviewers
Company SizeCount
Small Business46
Midsize Enterprise6
Large Enterprise10
 

Questions from the Community

Ask a question
Earn 20 points
What is your experience regarding pricing and costs for Zoho CRM?
Zoho CRM and all of Zoho's software are quite affordable because they are specifically designed for small and medium businesses.
What needs improvement with Zoho CRM?
I think areas of Zoho CRM that need to be improved or enhanced include the permission structure, which can be easy to set up custom permissions within Zoho Creator using different filters and runni...
What is your primary use case for Zoho CRM?
I describe the usual use cases for Zoho CRM that I mostly work with as related to sales flow. Most of my clients are involved in that; the lead system allows leads to flow into our system, which ar...
 

Comparisons

 

Also Known As

Infusionsoft
No data available
 

Overview

 

Sample Customers

Titin, Cleancorp Cleaning Service, LeftFoot Coaching Academy, Salon Success Strategies, Roeder Studios, Mint Social, Optibike, Select Photo-Graphics, Mosquito Squad of Greater DC, The Rocket Company, Blue Chip Athletic, Burleson Orthodontics, Presidential Pools, Blue Cow Creative Design & Production, Ptex Group
JetHub, Anderson Sales Advantage, ActionCoach, Milagro Advisory Group, TECO Pneumatic, Proteomics Consult
Find out what your peers are saying about Keap vs. Zoho CRM and other solutions. Updated: June 2026.
900,838 professionals have used our research since 2012.