Keap vs Attio - Ultimate CRM Comparison
Comprehensive Analysis

Keap vs. Attio
Comparison

The ultimate comparison between Keap and Attio

Keap logo
vs
Attio logo

The ultimate comparison between
Keap and Attio

Core Features

Core features define how CRMs help you manage leads, customers, and your sales process. By understanding them, you know how well these tools centralise your data, keep your team aligned, and automate repetitive tasks.

Why Core Features matter:

  • A strong feature set ensures reduced manual work, fewer missed opportunities, and clear visibility into your pipeline.
  • Seamless team collaboration with real-time updates for everyone.
  • Actionable analytics help you make faster, data-driven decisions.

Keap is an all-in-one CRM and marketing automation platform designed for small businesses to streamline sales, client management, and follow-up workflows.

Attio is an AI-native CRM built for modern go-to-market teams, with a flexible data model, customisable workflows, and AI-powered automation and reporting

Contact Management
Centralised Database Yes Yes
Import/export Yes Yes
Profiles Yes Yes
Segmentation Yes Some logic may need custom configuration
Activity Tracking
Follow up tracking Yes Yes
Cell and Email Tracking Yes Email tracking
Timeline View Yes Yes
Instant Notifications for New Leads Yes May need configuration
Team Activity Updates Yes Yes
Content Views Yes No
Automation
Automatic Lead Capture/Import Yes Yes
Follow-up Reminders Yes Yes
Automatic Lead Assignment Yes Yes
AI Lead Capture No No
Drip Campaigns Yes Yes
Smart Leads Yes No
Reporting And Analytics
Lead Source Reports Yes No
Team Performance Yes Yes
Individual Performance Yes Yes
Pipeline Management Yes Yes
Custom Reports No No
Content Management
Auto-personalised Templates for messages, pages and files Yes Yes

Integration Capabilities

Integration is one of the most important CRM features to compare, especially if you generate leads from multiple sources. An ideal CRM should seamlessly connect with external tools and platforms you already use. Strong integration capabilities mean your leads, conversations, and activities flow automatically into your CRM without endless copy-pasting or switching between apps.

This comparison lets you find out if a CRM

  • Syncs with ad platforms, social media, websites, and online forms so every lead lands directly in your CRM.
  • Connects with email, WhatsApp, SMS, and messaging apps to manage all conversations in one place.
  • Works with Google Suite, Calendly, and automation tools like Zapier, Make, or Pabbly to save time and reduce repetitive tasks.

Supports integrations with property portals, IDX websites, and automotive marketplaces for niche businesses.

Keap integrates with popular lead sources and productivity tools. It also provides an API and marketplace for additional connections.

Attio integrates with lead sources, connector tools, productivity tools, APIs, and webhooks, allowing data sync across communication and productivity systems

Integration Type
Direct Integration Available No
Lead Sources
Ad Platforms via third-party tools No
Social Media Yes No
Business Websites Yes Yes
Online Forms Yes Yes
Property Portals No No
Email Yes Yes
Automotive Marketplaces No No
IDX Websites No No
Productivity Tools
Email Yes Yes
Google Suite Yes Yes
Calendly Yes No
Connector Tools
Zapier Yes Yes
Make Yes Yes
Pabbly Connect Yes Yes
Messaging
Whatsapp Yes No
iMessage Yes No
SMS Yes No
Telegram Yes No
Data Integration
META Conversions API partnership No No

Mobile Capabilities

A desktop-based CRM may not be completely effective If you and/or your team are always out and about. Strong mobile capabilities help you manage leads, follow-ups, and updates on the go, whether you’re meeting clients, traveling, or away from your desk.

Know if your CRM helps you:

  • Get instant alerts for new leads via app or text, so you never miss an opportunity.
  • Access full CRM features from your phone, including follow-up reminders and updates.
  • Add notes, track activities, or even integrate with other apps directly from your mobile.

Keap offers well featured mobile app for users to manage contacts, track sales, send invoices, on the go.

Attio’s mobile app provides access to contacts, notes, pipelines, and updates for teams. However, many features only work on the desktop app.

Product Features
Functionality * Some complex feature may require desktop *
Mobile Notifications
Instant New Lead Alerts via App Yes No
Instant New Lead Alerts via Text Yes No
Follow-up Reminders Yes No
Direct Third-Party Integrations
Integration from App directly Yes No

Lead Management

Lead management is how CRMs help you capture, organise, and convert leads into customers. A strong lead management feature set ensures that every lead is not only collected but also followed up on at the right time, by the right person, with the right message.

Why it matters:

  • Automatically bring leads in from websites, ads, and other lead sources without manual entry.
  • Assign and route leads to the right team members for faster response.
  • Keep prospects engaged with reminders and timely communication.
  • Manage calls, emails, and messages directly within the CRM to maintain a complete history.

Keap allows users to automate lead capture, tagging, nurturing, and follow-ups through customisable pipelines.

Attio centralises lead capture, enrichment, and tracking with customisable pipelines and automated workflows.

Lead Capture
Automatic Lead Import from Sources Yes Yes
Manual Lead Upload Yes No
Lead Distribution And Assignment
Automatic Lead Assignment Yes Yes
Round-robin Setup No Yes
Custom Lead Assignment Rules Yes Yes
Third-party Lead Distribution No No
Priority Routing Yes No
Lead Nurturing
Auto-personalised Templates Yes Yes
Follow-up Reminders Yes Yes
Follow-up Tracking Yes Yes
Drip Campaigns Yes Yes
Smart Leads Yes No
Custom follow ups Yes Yes
Whatsapp Auto-responder No No
Communication Tools
Text Yes No
Bulk Phone Calling No No
Email Integration Yes Yes
Templates Yes Yes

Ease of Use

Ease of use determines how quickly you and your team can get comfortable with the system and start seeing results. From the initial onboarding to day-to-day navigation, easy-to-use CRM saves time and reduces frustration.

Why it matters:

  • Smooth onboarding: Easy setup helps teams get started without long delays.
  • Minimal learning curve: A clear, intuitive interface means less time spent figuring things out.
  • Support when needed: Access to training and help resources ensures users feel confident and supported.

Supports integrations with property portals, IDX websites, and automotive marketplaces for niche businesses.

Keap is easy to use once set up, but its initial configuration and automation workflows can be complex for beginners

Attio is intuitive and visually clean, making it easy for teams to set up custom CRM structures without feeling overwhelmed.

Accessibility And Onboarding
Learning Curve Yes Minimum to moderate Yes Low to moderate (a few days to a week)
Training And Support
FAQs Yes Yes
Help Centre Yes Yes
In-person Training No No
Live Training higher plans Yes
User Interface
User-friendly **** ****
Onboarding
Self Yes Yes
Guided Yes Yes

Industry-Specific Features

Keap focuses on small business needs rather than specific industries, making it ideal for service providers, consultants, and agencies.

Attio isn’t industry-specific but provides flexible components that suit startups, agencies, venture firms, and relationship-driven businesses.

Customer Support

Strong customer support ensures you get timely assistance and keeps your processes running smoothly.

Live Chat
24/7 Live Chat Yes No
Phone Call And Email Support
24/7 Phone Call Support Depends on plan Yes
Designated Hours Phone Call Support Yes Yes
Email Support Available Available

Cost

Cost plays a big role in finding the right fit for your budget without compromising on value. Not just the price tag, find out what you get for it. Many CRMs offer free plans or trials, making it easier to test before committing.

Keap is priced on the higher side for small businesses but offers top-tier automation and integrated marketing tools.

Attio offers mid-range pricing with scalable plans, balancing affordability and advanced customization for growing teams.

Pricing And Plans
Free Forever Plan Unavailable Available
Price varies per user per contacts Starts at $34 per month per user
Free Trial Try free for 14 days Try free for 14 days