How to Migrate from Keap to Agiled (2026 Step-by-Step Guide)

Keap (formerly Infusionsoft) has a genuinely powerful marketing-automation engine: campaign builder, email and SMS sequences, lead scoring, and lifecycle automation. So this is not a "switch because it's bad" move. People go to Agiled because Keap is marketing-first and expensive in a way that grows with you: pricing is contact-based (your bill rises as your list grows), the base is about $249/month annually for just 1,500 contacts and 2 users, extra users are $39/month each, and new accounts must pay a mandatory onboarding/coaching fee of $499-$2,000+. It also lacks real project management, time tracking, an e-signed proposal-to-project workflow, and a branded delivery portal. Keap exports contacts to CSV, so a careful migration works well. This guide covers what to move, how it maps, and when Keap is still the right call.

Keap is a strong marketing-automation platform. Agiled keeps a CRM and adds proposals, contracts, projects, time, invoicing, and a client portal (branded on Business or with an add-on) on flat per-plan pricing. If you are paying contact-based fees for delivery you handle elsewhere, this guide is for you.

Comparing first? See Agiled vs Keap.

Why teams move off Keap

• Contact-based pricing that grows with you. Your bill rises as your contact list grows, the opposite of volume discounts.
• High entry cost and onboarding fees. The base is ~$249/month annually for 1,500 contacts and 2 users, plus $39/month per extra user and a mandatory $499-$2,000+ onboarding fee.
• Marketing-first, not delivery-first. Keap is built for campaigns, not for managing and delivering client work.
• No real project management or time tracking. There is no Kanban/Gantt delivery or timer-to-invoice flow.
• No proposal-to-project flow or branded portal. There is no e-signed proposal that turns into a project, and no branded client delivery portal.

Agiled gives you a CRM, proposals and contracts, invoicing, projects, time tracking, and a client portal.

The honest part: when Keap wins

Keap is a genuinely powerful marketing-automation tool. Its campaign builder, email/SMS sequences, lead scoring, landing pages, and light e-commerce are deeper than most all-in-one platforms. If your business growth runs on automated nurture and follow-up, and you can absorb contact-based pricing plus onboarding fees, Keap is a reasonable choice, especially for marketing-led small businesses. This guide is for service businesses that want to manage and bill client work end to end at a predictable price.

What exports from Keap

Data in Keap	Can you take it?	How
Contacts	Yes	Export to CSV
Companies	Yes	Export to CSV
Tags / custom fields	Partial	Export where available
Notes / activity	Partial	Export where available
Files / attachments	Yes	Download from records
Campaigns / automations	No	Rebuild automations in the workflow builder; broadcast email campaigns need a separate email marketing tool

The takeaway: contacts and companies export to CSV and files download directly, so your CRM data moves cleanly. Automations and one-to-one follow-ups are rebuilt in Agiled; broadcast email campaigns move to a dedicated email marketing tool, because Agiled has no bulk email marketing.

How Keap maps to Agiled

Keap	Agiled equivalent	Notes
Contacts / companies	CRM	Full client records
Pipelines	CRM	Visual pipeline and stages
Automations / campaigns	Workflow automation	Visual triggers and CRM email sequences (Pro and above); no bulk email campaigns
(none) Projects	Projects	Kanban, Gantt, dependencies
(none) Invoicing	Finance	Invoices, payments, recurring billing (Business and above)
(none) Proposals / contracts	Documents	Interactive pricing + e-sign
(none) Time tracking	Time tracking	Timer to invoice
(none) Client portal	Client portal	Branding and custom domain on Business or add-on

The migration plan

Phase 1 - Set up Agiled (Day 1-2)

1. Create your Agiled account, add branding and business details.
2. Connect Stripe/PayPal and your calendar.

Phase 2 - Export and import your CRM (Day 2-4)

1. Export contacts, companies, tags, and custom fields from Keap to CSV.
2. Import them into Agiled's CRM and set up your pipeline stages.
3. Download files and re-upload to the relevant clients.

Phase 3 - Add delivery and billing (Day 4-7)

1. Build proposal, contract, and invoice templates in Documents and Finance.
2. Set up projects, time tracking, and scheduling.
3. Rebuild your key automations in the workflow builder and one-to-one follow-ups as CRM email sequences (Pro and above). Move newsletters and broadcasts to a dedicated email marketing tool.

Phase 4 - Switch over (Day 7-9)

1. Route new leads through Agiled and convert won deals straight into projects and invoices.
2. Invite active clients to the client portal.
3. Cancel Keap and any separate billing/delivery tools you have replaced.

What it costs after you switch

Keap uses contact-based pricing: a base of roughly $249/month billed annually (about $299/month monthly) for 1,500 contacts and 2 users, with additional users at $39/month and a mandatory one-time onboarding/coaching fee of $499-$2,000+. Costs rise as your contact list grows, and the Max tier runs about $399/month for more contacts. Real first-year all-in cost for a typical small business often lands at $400-$800/month. Agiled has no free plan; after a 14-day free trial, Starter is $24/month billed annually ($29 monthly) for 1 seat, and Pro is $59/month billed annually ($69 monthly) for 3 seats, with CRM, proposals, contracts, projects, time, invoicing, and a portal all included, on flat per-plan pricing that does not scale with your contact count (unlimited contacts on Pro and above; Starter allows 500) and with no onboarding fee.

Mistakes to avoid

• Comparing only the base price. Add contact-based increases, $39/user, and the onboarding fee before comparing.
• Underestimating contact growth. Keap's bill rises as your list grows, so project your next 12 months.
• Skipping the CSV export. Export contacts, companies, tags, and custom fields before cancelling.
• Trying to port campaigns one-for-one. Rebuild key automations in Agiled's workflow builder and one-to-one follow-ups as CRM email sequences instead. Agiled has no bulk email marketing, so keep a dedicated tool for broadcasts.
• Skipping the end-to-end test.

When you should stay on Keap

• Your growth runs on advanced marketing automation and multi-channel nurture.
• You rely on Keap's campaign builder, lead scoring, or light e-commerce.
• You can absorb contact-based pricing plus onboarding fees, and delivery lives in tools you like.

If you are paying contact-based fees for delivery you manage elsewhere, Agiled consolidates it. See the Agiled vs Keap comparison.

Frequently Asked Questions

Is Keap the same as Infusionsoft?

Yes. Infusionsoft rebranded to Keap in 2019, and Thryv acquired Keap in late 2024. The marketing-automation DNA is the same; the interface and pricing have changed since the Infusionsoft era.

How does Keap's contact-based pricing work?

Your cost rises as your contact list grows. The base is about $249/month annually for 1,500 contacts and 2 users, with additional users at $39/month and a mandatory onboarding fee of $499-$2,000+. Agiled uses flat per-plan pricing that does not scale with contacts (unlimited on Pro and above) and has no onboarding fee.

How do I move my Keap data into Agiled?

Export your contacts, companies, tags, and custom fields to CSV and import them into Agiled's CRM, then rebuild your pipeline stages. Download your files and re-upload them. Automations are rebuilt in Agiled's workflow builder and one-to-one follow-ups as CRM email sequences (Pro and above); broadcast email campaigns need a separate email marketing tool.

Is Agiled cheaper than Keap?

For most small service businesses, yes. Keap's base is ~$249/month with contact-based scaling plus a mandatory onboarding fee, while Agiled starts at $24/month billed annually (Pro, with unlimited contacts and 3 seats, is $59/month) with flat pricing and no onboarding fee.

Will I lose data if I leave Keap?

Not if you export first. Export contacts, companies, tags, and custom fields to CSV and download your files before cancelling, then import into Agiled. Keep the exports archived for reference.

Related:

• Agiled vs Keap: full comparison
• Migrate from HubSpot to Agiled
• Migrate from Pipedrive to Agiled
• Migrate from Insightly to Agiled

Ready to start? Start your free Agiled trial and import your contacts today.