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Paying enterprise rates for features you never use? Here is how to move off Keap without losing a single contact or automation.
by Didem Kiran · Last updated: 2026-05-18Switching from Keap to Mailsoftly takes a few hours, not weeks. You export your contacts, segments, and templates from Keap, then Mailsoftly’s team handles the hands-on import for free, verifies deliverability, and helps rebuild your automations. No downtime, no lost data, and a human on call the whole way.
Keap (formerly Infusionsoft) is powerful, but most teams outgrow what they actually need: the price climbs, the interface gets heavier, and support feels distant. If you mainly send campaigns, run simple automations, and manage contacts, you are likely paying for a CRM-heavy suite you only half use.
This guide walks through why teams leave, what comes with you, and the exact migration steps so you arrive at Mailsoftly with everything intact.
Comparing options? See our full roundup of the best email marketing services for the complete picture.
Quick context: Mailsoftly offers transparent pricing, free hands-on migration, and human support. 500 contacts and 2,000 emails per month, no credit card.
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Key Takeaways
Teams leave Keap for three recurring reasons: cost at scale, complexity, and support gaps. Keap bundles a full CRM and sales pipeline into its plans, so once your list grows, you pay enterprise-level pricing even if you only send newsletters and run a few automations.
Cost at scale. Keap pricing rises sharply with contact count and add-ons, and the included contact tiers fill up faster than most teams expect. You can confirm current figures on Keap’s own pricing page, then compare that against what you actually send each month.
Complexity. The campaign builder is deep, which is great for agencies but heavy for lean teams. Simple tasks like sending a broadcast or editing a sequence often require navigating several layers. Ease of use is not a luxury: clear interfaces reduce errors and save hours, a point reinforced by usability research from the Nielsen Norman Group on usability fundamentals.
Support gaps. As plans scale, hands-on help can feel slower and more tiered. When a campaign is stuck the day before a launch, you want a person, not a ticket queue.
Read enough? Try Mailsoftly free with 500 contacts and 2,000 emails per month, no credit card.Start free with Mailsoftly →
You can bring almost everything that matters: contacts, custom fields, segments and tags, email templates, and the logic behind your automations. Migration is about preserving your work, not rebuilding from scratch. Here is what transfers and how.
The one thing to plan for
Keap’s all-in-one CRM stores sales-pipeline and invoicing data that a focused email platform does not replicate. If you rely on those, keep your CRM data exported and decide whether a dedicated CRM connects via integration. Your email and contact work moves cleanly either way.
The migration has four stages: export from Keap, import into Mailsoftly, verify deliverability, and rebuild automations. With Mailsoftly’s free hands-on migration, the team does the heavy lifting on stages two through four while you approve along the way.
In Keap, go to your contact list, apply any filters you want preserved, and export to CSV. Include custom fields and tags in the export. This Keap export contacts step is the foundation of the whole move, so export the full list plus your template files and a summary of your active automations.
Send the export to the Mailsoftly migration team, or upload it yourself. Fields are mapped, tags become segments, and duplicates are cleaned. This is where the free hands-on migration saves the most time: you hand over the file and the import is done for you, mapping verified before anything goes live.
Before sending, authenticate your domain with SPF, DKIM, and DMARC records so mailbox providers trust your mail. Authentication is the single biggest driver of inbox placement, a fact echoed across Litmus research on email rendering and deliverability. Mailsoftly walks you through each DNS record and confirms it resolves correctly.
Recreate your welcome series, nurture sequences, and triggers in Mailsoftly. Because the logic was mapped during import, this is assembly, not redesign. Test each automation with a sample contact, confirm timing and conditions, then switch it live. Run old and new in parallel briefly if you want a safety net.
Mailsoftly is the simpler, more affordable choice for teams focused on email and contact management, while Keap suits those who need a full bundled sales CRM. Mailsoftly pricing is below (as of 2026-04-15), using verified figures only.
| Plan | Price (annual) | Contacts | Emails / month | Best for |
|---|---|---|---|---|
| Free | Free | 500 | 2,000 | Testing the switch |
| Basic | $39/mo | 5,000 | 40,000 | Growing teams |
| Business | $79/mo | 15,000 | 150,000 | Growing lists |
| Premium | $159/mo | 30,000 | 300,000 | High-volume senders |
| Enterprise | Custom | Unlimited | Unlimited | Large organizations |
On support, Mailsoftly gives every plan access to real human help plus the free migration service. On ease of use, the editor and automation builder are designed so a non-technical marketer can ship a campaign the same day. You can review the full breakdown on the Mailsoftly pricing page before you commit.
Email remains one of the highest-return channels in marketing, which is exactly why a smooth, low-friction platform pays off. Industry benchmarks compiled in HubSpot’s marketing statistics consistently show strong returns on well-run email programs, and that return depends on actually sending, not wrestling with the tool.
The most common questions are about data loss, timing, downtime, and deliverability. The short answers: you keep your data, most moves finish in hours, there is no downtime if you run in parallel, and deliverability is protected through authentication.
In your first week, focus on warming, validating, and a small live send. Do not blast your full list on day one. Confirm everything works at a small scale, then ramp up. This protects your sender reputation and catches any issues early.
For the broader landscape, see our full comparison of best email marketing services covering every major platform.
Looking for a simpler Keap alternative? See why teams switch to Mailsoftly as a Keap alternative — free hands-on migration in 1-2 hours, no contracts, real human support.
Most migrations take 1 to 2 hours of hands-on work. Because Mailsoftly imports your contacts, segments, and templates for you and helps map your automations, the heavy lifting is handled the same day. Larger lists with complex automations may take longer, but you keep sending the entire time.
No. Your contacts, custom fields, tags, segments, and unsubscribe status all transfer during import. Automations are rebuilt with their original logic preserved, so triggers and sequences behave the same. Nothing is deleted from Keap until you choose to cancel, which gives you a full safety net.
No. Migration support is free, and you can start on the free plan with 500 contacts and 2,000 emails per month with no credit card. Paid plans begin at $39 per month on annual billing, and you only upgrade when your list outgrows the free tier.
Not when done right. Deliverability is verified during migration by authenticating your domain with SPF, DKIM, and DMARC. Sending to your most engaged contacts first in the opening week builds positive signals, so your inbox placement stays strong through the transition.
Start your free Keap migration. We do the heavy lifting.Start free with Mailsoftly →
500 contacts, 2,000 emails per month. Free hands-on migration. No credit card.
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