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“Nutshell is super user-friendly and intuitive
“I would highly recommend Nutshell
“Easy to use and... wait for it ... 100% buy in!
“Nutshell is both simple and powerful
Choosing the right CRM is crucial for your business. Explore why Nutshell is the right CRM over Keap (formerly known as Infusionsoft). Nutshell’s standout features include:
Nutshell wins on transparent per-seat pricing and built-in marketing tools. Keap wins on all-in-one automation and payments for solo service businesses that plan to stay under three users. If you’re a 5- to 50-person B2B sales team that wants marketing and sales automation in one platform without a required paid implementation fee, Nutshell saves you real money as you grow.
Here’s how the two platforms stack up across the factors that matter most for a growing sales team.
Starting price
Additional users
Email marketing
Contacts and data storage
Implementation and setup time
G2 quality of support rating
G2 ease of use rating
SMB fit (5 to 50-person B2B sales team)
Free trial
Migration support
$13/user/month (Foundation plan, billed annually)
No minimum, pay per seat as you grow
Free with any Sales plan: 150 sends/month (Marketing Foundation), then $5/month per 100 contacts
Unlimited on every plan
Free white-glove import, most teams live within days
8.7 out of 10
8.7 out of 10
Strong fit, built for growing teams
14 days, no credit card required
Free guided data import from the Nutshell team
$299/month flat, covers up to 2 users (billed monthly)
$39/month billed monthly
Included in the $299/month platform fee
Tiered add-on starting at $36/month for 1,000 extra contacts, rising from there
Required paid implementation package
8.1 out of 10
8.2 out of 10
Limited fit once you pass 2 to 3 users
14 days, no credit card required
Handled through paid implementation services
Ratings pulled from G2’s Keap vs. Nutshell comparison page. Pricing reflects Nutshell’s and Keap’s published pricing pages as of this writing.
Feature lists only tell you what exists. Here’s what actually happens inside each platform during three situations a growing sales team runs into every week.
Say a rep just finished a demo call and needs to queue a three-email follow-up sequence tied to that lead’s pipeline stage. In Nutshell, they attach a template to the lead, and Nutshell logs opens and clicks automatically.
Keap can do this too through its automation campaigns, but reviewers on G2 report that campaigns sometimes fail silently, so reps don’t always know a follow-up never went out.
When a new lead comes in from a web form, a sales manager wants it assigned and moving without manually checking in. Nutshell’s Pro plan includes lead assignment rules and stage automation that route the lead and prompt the next best action right away.
Keap offers similar logic inside its Campaign Builder, but several reviewers describe a real learning curve to configure it and note the builder can crash mid-setup.
A sales manager preparing for a leadership meeting needs a forecast that reflects reality, not a guess built from memory. Nutshell’s built-in forecast and sales reports update in real time and are built for managers to read without exporting anything.
Keap reviewers describe its reporting as rigid and its dashboards as basic, so many end up pulling data into a spreadsheet to build the view leadership actually wants.
For a 10-person sales team paying annually, Nutshell’s Pro plan costs $5,040 a year in total software fees, with Marketing Foundation already bundled in at no extra charge.
Keap’s platform fee covers only two users, so the same 10-person team pays $3,588 a year for the base plan plus $3,744 a year for each of the eight additional users, landing at $7,332 a year before Keap’s required implementation fee is even added. That’s a gap of more than $2,000 a year, and the gap grows further if that team’s contact list runs past Keap’s included limit, since extra contacts start at $36 a month for the first 1,000 and climb from there.
Nutshell is the better fit for B2B sales teams between 5 and 50 people who are scaling past a founder-led sales process. If your team needs pipeline management, sales automation, email marketing, and reporting in one platform with pricing that scales predictably per seat, Nutshell keeps the math simple as you add reps.
Keap is genuinely strong for solo consultants and small service businesses that need CRM, invoicing, appointment booking, and marketing automation bundled into one flat monthly fee. If your business plans to stay at one or two users and values deep, code-free automation over per-seat cost efficiency, Keap’s all-in-one design can work well.
To compare all of Nutshell’s Sales plans, go to our pricing page and click “compare all plans”.
Kevin K. Media Production
Administrator Photography Industry
Michelle E. Apparel & Fashion
Nutshell is the better choice for B2B sales teams between 5 and 50 people who want CRM, sales automation, email marketing, and reporting in one platform with predictable per-seat pricing. Keap is the better choice for solo consultants and small service businesses that plan to stay under three users and want invoicing, scheduling, marketing automation, and payment processing bundled into a single flat monthly fee. Teams that are hiring reps and scaling past founder-led sales should choose Nutshell before they outgrow Keap’s per-user pricing bump.
When you migrate from Keap to Nutshell, your contacts, companies, deal records, and notes transfer over through Nutshell’s guided data import. Nutshell’s team then reviews the import with you before anything goes live, so nothing arrives duplicated or mismatched.
Your Keap automation campaigns and custom fields need to be rebuilt inside Nutshell, since the two platforms structure automation differently. Most teams complete their move and go live within a matter of days, not the weeks that Keap’s own required implementation process often takes.
Nutshell includes free white-glove onboarding help with every plan, plus live chat and email support from your first day of the trial. That’s a meaningful difference from Keap, where implementation packages are mandatory and priced separately.
Nutshell’s onboarding team helps import your contacts, companies, deals, and notes from Keap, then reviews everything with you before it goes live. Automation rules and custom fields won’t carry over automatically, since Keap and Nutshell structure automation differently, so you’ll rebuild those inside Nutshell during setup.
Nutshell, in most cases. Most Nutshell customers go live within days thanks to free white-glove data import, while Keap requires a paid implementation package to get fully configured. G2 reviewers rate Nutshell higher on ease of setup at 8.5 compared to Keap’s 7.8.
It does, though the two approach it differently. Nutshell’s Pro plan includes lead assignment rules and automated stage progression built for straightforward B2B sales workflows. Keap’s automation goes deeper for marketing sequences and payment triggers, but reviewers note it takes longer to learn and its campaign builder can be unreliable.
Yes. Keap bundles invoicing, checkout forms, payment processing, and appointment scheduling directly into its base plan. Nutshell offers similar functionality through separate add-ons, including Nutshell Quotes and Invoices and Nutshell Scheduler.
In most cases, yes. Keap’s own FAQ states that standard plans carry a one-year contract term, and canceling before that term ends triggers a $299 early termination fee. Nutshell’s cancellation process, by contrast, doesn’t mention any term commitment or early termination fee. You cancel through your account settings and keep access through the end of your current billing cycle.
Start your free 14-day trial of Nutshell. No credit card required.
Already using Keap? Talk to our team about a free guided migration.
Curious how Nutshell stacks up against other CRMs? Visit our full comparison hub.
