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Keap vs Wealthbox

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Updated January 15, 2026

Keap vs Wealthbox: Which is best for you?

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Custom shortlist of 3-5 vendors
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55+ software advisors
1 million+ businesses helped
2 million+ verified software reviews
Starting Price
$299.00

per month

$59.00

per month

Free Trial
Free Version
Screenshots
and Demo
Product Screenshot
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Product Screenshot
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Top Rated
  Features
Customizable Templates
4.71
Campaign Planning
4.63
Confirmations/Reminders
4.58
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Task Management
4.25
Client Management
4.22
CRM
4.17
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Integrations
QuickBooks Online
QuickBooks Online
Zendesk Suite
Zendesk Suite
Mobiniti
Mobiniti
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Calendly
Calendly
Dropbox Business
Dropbox Business
Evernote Teams
Evernote Teams
See All
Pros / Cons
  • The marketing capability and easy Email marketing and lead generation to campaign easy management this system is effective and the insights collection across several websites this toolbis amazing.
  • I also do not like using Stripe for credit card payments as they have swiped clients’ cards without approval due to a glitch on the back end.
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  • There are variety of applications within the software which improve its functionality including "click-to-call," Contact and Note tagging, and an easy social-media like referencing feature (@clientname).
  • Printing a selection is not as easy as it should be.
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Ease-of-Use
3.6/ 5
Highest performing feature
in the comparison
4.8/ 5
Value for Money
3.8/ 5
Highest performing feature
in the comparison
4.7/ 5
Customer Support
4.1/ 5
Highest performing feature
in the comparison
4.5/ 5
Functionality
4.1/ 5
Highest performing feature
in the comparison
4.4/ 5
Support Options
Email/Help Desk
FAQs/Forum
Knowledge Base
Phone Support
24/7 (Live Rep)
Chat
Email/Help Desk
FAQs/Forum
Knowledge Base
Phone Support
24/7 (Live Rep)
Chat
Training Options
In Person
Live Online
Webinars
Documentation
Videos
In Person
Live Online
Webinars
Documentation
Videos
FrontRunners
N/A
FrontRunners 2022
Advisor
  Recommendations
N/A
N/A
Ideal Customer Size
Small
Medium
Large
Small
Medium
Large
Deployment Options
Cloud, SaaS, Web-Based
Desktop - Mac
Desktop - Windows
Desktop - Linux
Desktop - Chromebook
On-Premise - Windows
On-Premise - Linux
Mobile - Android
Mobile - iPhone
Mobile - iPad
Cloud, SaaS, Web-Based
Desktop - Mac
Desktop - Windows
Desktop - Linux
Desktop - Chromebook
On-Premise - Windows
On-Premise - Linux
Mobile - Android
Mobile - iPhone
Mobile - iPad