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.

Salesforce is a powerful, enterprise-grade CRM platform that offers extensive customisation, automation, and integration capabilities for large and complex businesses.

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

Contact Management
Centralised Database
Import/export
Profiles
Segmentation
Activity Tracking
Follow up tracking
Cell and Email Tracking
Timeline View
Instant Notifications for New Leads
Team Activity Updates
Content Views
Automation
Automatic Lead Capture/Import
Follow-up Reminders
Automatic Lead Assignment
AI Lead Capture
Drip Campaigns
Smart Leads
Reporting And Analytics
Lead Source Reports
Team Performance
Individual Performance
Pipeline Management
Custom Reports
Content Management
Auto-personalised Templates for messages, pages and files

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.

Salesforce offers extensive integration capabilities, connecting with thousands of third-party apps, APIs, and external systems through tools like AppExchange and native connectors.

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

Integration Type
Direct Integration		Available
Lead Sources
Ad Platforms		via third-party tools
Social Media
Business Websites
Online Forms
Property Portals
Email
Automotive Marketplaces
IDX Websites
Productivity Tools
Email
Google Suite
Calendly
Connector Tools
Zapier
Make
Pabbly Connect
Messaging
Whatsapp	requires paid add on
iMessage
SMS	integration through partners
Telegram
Data Integration
META Conversions API partnership	possible via integrations

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.

Salesforcce offers strong mobile app with impressive functionalities

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

Product Features
Functionality	Some features may require desktop access	Some complex feature may require desktop
Mobile Notifications
Instant New Lead Alerts via App
Instant New Lead Alerts via Text
Follow-up Reminders
Direct Third-Party Integrations
Integration from App directly

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.

Salesforce’s lead management system automates lead capture, tracking, scoring, and assignment, helping sales teams prioritise and convert prospects efficiently

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

Lead Capture
Automatic Lead Import from Sources
Manual Lead Upload
Lead Distribution And Assignment
Automatic Lead Assignment
Round-robin Setup
Custom Lead Assignment Rules
Third-party Lead Distribution
Priority Routing
Lead Nurturing
Auto-personalised Templates
Follow-up Reminders
Follow-up Tracking
Drip Campaigns
Smart Leads
Custom follow ups
Whatsapp Auto-responder
Communication Tools
Text
Bulk Phone Calling	Possible via partners
Email Integration
Templates

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.

Salesforce has a steep learning curve, making it less intuitive for beginners without prior CRM experience.

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

Accessibility And Onboarding
Learning Curve	steep, may require weeks of training	Minimum to mederate
Training And Support
FAQs
Help Centre
In-person Training
Live Training		higher plans
User Interface
User-friendly
Onboarding
Self
Guided

Industry-Specific Features

Salesforce provides industry-specific solutions for different industries through its “Salesforce Industries” suite, offering custom features for sectors like real estate, finance, healthcare, manufacturing, and more.

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

Customer Support

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

Live Chat
24/7 Live Chat	varies by plan
Phone Call And Email Support
24/7 Phone Call Support		Depends on plan
Designated Hours Phone Call Support
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.

Salesforce offers reasonable starter plan but pricing can scale quickly based on features, users, and required customisations.

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

Pricing And Plans
Free Forever Plan	Unavailable	Unavailable
Price	Starts at $25 per month per user	varies per user per contacts
Free Trial	Try free for 30 days	Try free for 14 days