HighLevel vs Infusionsoft (Keap): Why Businesses Are Switching to HighLevel

What Is Infusionsoft (Now Keap)?

Infusionsoft is one of the original small business CRM and marketing automation platforms, founded in 2001 in Arizona by Clate Mask along with brothers Scott and Eric Martineau. It helped popularize automated email follow-up for small businesses and built a loyal following among entrepreneurs in the 2000s and 2010s. In 2019, Infusionsoft rebranded as Keap, and the original Infusionsoft product lives on as Keap Max Classic. In late 2024, Keap was acquired by Thryv, a small business software company, for about $80 million. The platform still offers CRM, email marketing, a campaign builder, invoicing, and appointment booking, but text marketing is sold as add-on tiers and it lacks built-in funnels, websites, and reputation tools. Current pricing starts around $299 per month and rises as you add contacts and users, making it one of the more expensive options for small businesses.

What Is HighLevel?

HighLevel is the all-in-one sales and marketing platform founded in 2018 in Dallas, Texas, by Shaun Clark, Varun Vairavan, and Robin Alex Panicker. It was built to replace the stack of disconnected tools most businesses pay for, combining CRM, email, two-way SMS, calls, funnels, websites, calendars, workflows, reputation management, courses, and AI in a single login. HighLevel has become one of the fastest growing platforms in marketing software, now powering tens of thousands of agencies and the businesses they serve. Plans start at $97 per month with unlimited contacts, so growing your list never grows your bill. Its AI employees can answer calls, reply to texts and chats, and book appointments around the clock. HighLevel ships new features constantly, which means you get a modern platform that keeps improving instead of one that is showing its age.

Why You Might Stay With Infusionsoft (Keap)

There are a few narrow situations where staying with Infusionsoft or Keap can make sense for now. If you are locked into an annual contract, you may want to time your migration so it finishes right before renewal. Businesses with extremely complex legacy campaigns and years of order history may need a little extra planning before moving. And if your team has no time at all to set up a new system right now, it may be worth waiting until you can bring in help. But for most businesses, these are reasons to plan the switch carefully, not reasons to stay long term. Every renewal you sign keeps you paying premium prices for an older platform while more modern tools pass it by.

Why You Should Switch to HighLevel Now

Switching from Infusionsoft to HighLevel can cut your software bill dramatically while giving you far more capability. Keap's current plan starts around $299 per month and climbs as you add contacts and users, while HighLevel starts at $97 per month with unlimited contacts. Instead of paying extra for text marketing tiers, you get native two-way SMS, a phone system with call tracking, and a unified inbox for text, email, Facebook, and Instagram. HighLevel also includes funnels, full websites, courses, reputation management, a social media planner, and AI that can answer calls and book appointments, tools Keap users typically buy separately. Many longtime Infusionsoft users say HighLevel's interface is faster and easier for their teams to learn, which means less time wrestling with software and more time selling. Every month you wait is another month of paying more for less, so the best time to switch is now.

Infusionsoft (Keap) vs HighLevel: Top 20 Features Compared

Top 10 Questions About Converting From Infusionsoft (Keap) to HighLevel

1. Can I export my contacts from Infusionsoft or Keap?

   Yes. Export your contacts, companies, and tags as CSV files and import them into HighLevel.

2. Will my tags transfer over?

   Yes. Include tags in your export and map them during the import so your segments stay intact.

3. Will my campaigns and sequences transfer?

   Campaigns are rebuilt as HighLevel workflows, where you can add SMS, calls, and AI steps at no extra cost.

4. What happens to my lead scores?

   Recreate your scoring rules in HighLevel workflows and import current scores into a custom field.

5. Can I move my order and purchase history?

   Export your order history for your records and import key purchase data into custom fields or tags in HighLevel.

6. What happens to my active subscriptions and payment plans?

   Plan this step carefully with your payment processor so recurring billing continues. A HighLevel specialist can map out the handoff for you.

7. Do I need a new email sending domain?

   Yes. Set up a dedicated sending domain with SPF, DKIM, and DMARC records to protect deliverability from day one.

8. Can I migrate from legacy Max Classic?

   Yes. Max Classic data exports the same way, and moving is a great chance to leave outdated action sets and merge fields behind.

9. How long does a migration take?

   Most Infusionsoft migrations take three to eight weeks, and a focused plan can move you faster.

10. Can someone handle the migration for me?

    Yes. A HighLevel specialist can map your fields, rebuild your best campaigns, and test payments so the switch is painless.

Top 20 "Should I" Questions About HighLevel

1. Should I switch from Infusionsoft to HighLevel?

   Yes. You get more features, unlimited contacts, and built-in SMS for a fraction of Keap's price.

2. Should I switch now or wait?

   Switch now. Every month you wait, you keep paying premium prices and add-on fees for an older platform.

3. Should I switch if I have years of campaigns in Keap?

   Yes. Rebuild your best campaigns in HighLevel and leave outdated automations behind.

4. Should I switch if I run a service business?

   Absolutely. Service businesses rely on calls, texts, and appointments, which HighLevel handles natively.

5. Should I switch if my contact list is growing?

   Yes. HighLevel does not charge more as your list grows.

6. Should I time the switch around my Keap renewal?

   Yes. Plan to finish your migration before renewal so you do not pay for another term.

7. Should I choose the Starter plan or the Unlimited plan?

   Starter works for a single business. Unlimited is best if you run multiple brands or need API access.

8. Should I clean my contact list before importing?

   Yes. Years of Infusionsoft data often include old and duplicate contacts, so start fresh.

9. Should I rebuild every old campaign?

   No. Rebuild the campaigns that still make money and retire the rest.

10. Should I add SMS to my follow-up?

    Yes, with proper consent. HighLevel includes texting without Keap's add-on tiers.

11. Should I set up a dedicated sending domain?

    Yes. It protects your main domain and improves deliverability from day one.

12. Should I use HighLevel's AI features?

    Yes. Conversation AI and Voice AI in HighLevel respond to leads instantly and book appointments around the clock.

13. Should I use HighLevel for invoicing and payments?

    Yes. You can send invoices, estimates, and payment links and collect payments through Stripe.

14. Should I use HighLevel for appointment booking?

    Yes. Calendars include reminders, round robin assignment, and automatic follow-up.

15. Should I build my website in HighLevel?

    Yes, if you want to cut another bill. Websites and blogs are included.

16. Should I use HighLevel for review management?

    Yes. Automated review requests can quickly grow your Google reviews and bring in more leads.

17. Should I keep QuickBooks connected?

    Yes. HighLevel offers a QuickBooks integration for your accounting workflow.

18. Should I hire an expert to help me switch?

    If your Keap account is complex, yes. A professional migration protects your data and revenue.

19. Should I build multiple pipelines?

    Yes, if you have different services. HighLevel allows unlimited pipelines.

20. Should I use HighLevel's mobile app?

    Yes. The LeadConnector app lets you text, call, and manage leads from anywhere.

Top 20 "How Do I... With HighLevel" Questions

1. How do I import my Infusionsoft contacts with HighLevel?

   Go to Contacts, click Import, upload your Keap CSV, and map each column to a HighLevel field.

2. How do I keep my Infusionsoft tags with HighLevel?

   Include tags in your CSV export and map that column to tags during the import.

3. How do I rebuild a Keap campaign with HighLevel?

   Open Automation, create a workflow, add your trigger, and recreate each email, wait step, and decision.

4. How do I automate follow-up with HighLevel?

   Create a workflow, choose a trigger, and add emails, texts, calls, tasks, or wait steps.

5. How do I score leads with HighLevel?

   Create a scoring field and use workflows to add or subtract points based on engagement.

6. How do I set up email deliverability with HighLevel?

   Go to Settings, then Email Services, add a dedicated sending domain, and add the DNS records it provides.

7. How do I send an email broadcast with HighLevel?

   Go to Marketing, then Emails, build your message, choose your audience, and send or schedule it.

8. How do I accept payments with HighLevel?

   Go to Payments, then Integrations, and connect your Stripe account.

9. How do I send an invoice with HighLevel?

   Go to Payments, then Invoices, create the invoice, and send it by email or text.

10. How do I create a product with HighLevel?

    Go to Payments, then Products, and add a product with one-time or recurring pricing.

11. How do I track deals with HighLevel?

    Go to Opportunities, create a pipeline, and move each lead through your sales stages.

12. How do I book appointments with HighLevel?

    Create a calendar, set your availability, and share the booking link or embed it on your site.

13. How do I send text messages with HighLevel?

    Send one-to-one texts from Conversations or add SMS actions to your workflows.

14. How do I get a business phone number with HighLevel?

    Go to Settings, then Phone Numbers, and purchase a local or toll-free number.

15. How do I build a sales funnel with HighLevel?

    Go to Sites, choose Funnels, and start from a template or a blank page.

16. How do I create a web form with HighLevel?

    Go to Sites, then Forms, build your form, and embed it or add it to a page.

17. How do I connect QuickBooks with HighLevel?

    Open the App Marketplace or Integrations and connect your QuickBooks account.

18. How do I segment contacts with HighLevel?

    In Contacts, filter by tags or fields and save the view as a smart list.

19. How do I get more Google reviews with HighLevel?

    Go to Reputation, connect your Google Business Profile, and set up automated review requests.

20. How do I see where my leads come from with HighLevel?

    Open the attribution reports to see the source, campaign, and page behind each lead.

Top 20 "Where Do I... in HighLevel" Questions

1. Where do I find my contacts in HighLevel?

   All contacts live in the Contacts section of the left menu.

2. Where do I see all my messages in HighLevel?

   The Conversations tab shows SMS, email, chat, and social messages in one inbox.

3. Where do I manage tags in HighLevel?

   Tags appear on each contact record and can be managed under Settings, then Tags.

4. Where do I build automations in HighLevel?

   Workflows are under Automation.

5. Where do I create custom fields in HighLevel?

   Go to Settings, then Custom Fields.

6. Where do I manage products in HighLevel?

   Products are under Payments, then Products.

7. Where do I see invoices and transactions in HighLevel?

   Invoices, orders, and transactions are listed under Payments.

8. Where do I create email campaigns in HighLevel?

   Email campaigns are under Marketing, then Emails.

9. Where do I find reporting in HighLevel?

   The Dashboard and Reporting sections show leads, sales, appointments, and attribution.

10. Where do I manage my calendars in HighLevel?

    Calendars are in the main menu, with setup options under Settings, then Calendars.

11. Where do I build forms and surveys in HighLevel?

    Go to Sites, then Forms or Surveys.

12. Where do I build funnels and websites in HighLevel?

    Funnels and websites are both under Sites.

13. Where do I set up AI agents in HighLevel?

    Open the AI Agents section in HighLevel to configure Conversation AI and Voice AI.

14. Where do I connect my domains in HighLevel?

    Go to Settings, then Domains.

15. Where do I manage my sales pipeline in HighLevel?

    Pipelines and deals are under Opportunities.

16. Where do I schedule social media posts in HighLevel?

    Go to Marketing, then Social Planner.

17. Where do I manage reviews in HighLevel?

    Reviews are in the Reputation section.

18. Where do I build courses in HighLevel?

    Courses and memberships are managed in the Memberships section.

19. Where do I find integrations in HighLevel?

    Visit the App Marketplace or Settings, then Integrations.

20. Where do I get help and training in HighLevel?

    Use the help center, the HighLevel YouTube channel, or HighLevel University inside the platform.

Top 20 "Can HighLevel" Questions

1. Can HighLevel replace Infusionsoft completely?

   Yes, for most small businesses. HighLevel covers CRM, email, automation, payments, and scheduling, and adds SMS, funnels, and AI.

2. Can HighLevel do lead scoring?

   Yes. You can score leads with workflows and custom fields.

3. Can HighLevel build automations like Keap campaigns?

   Yes. Workflows support branching, wait steps, goals, and conditions across email, SMS, and calls.

4. Can HighLevel send text messages?

   Yes. Two-way SMS is built in with no add-on tiers.

5. Can HighLevel answer my phone with AI?

   Yes. Voice AI can answer calls, collect information, and book appointments.

6. Can HighLevel reply to leads automatically?

   Yes. Conversation AI can respond to texts, chats, and social messages instantly.

7. Can HighLevel take payments?

   Yes. It connects to Stripe and other processors for one-time and recurring payments.

8. Can HighLevel send invoices and estimates?

   Yes. You can create and send both from Payments.

9. Can HighLevel handle recurring subscriptions?

   Yes. You can sell subscriptions and payment plans.

10. Can HighLevel integrate with QuickBooks?

    Yes. A QuickBooks integration is available.

11. Can HighLevel host my website?

    Yes. You can build and host full websites and blogs on your own domain.

12. Can HighLevel build sales funnels?

    Yes. It includes a full funnel builder with order bumps and upsells.

13. Can HighLevel host online courses?

    Yes. You can host courses, memberships, and communities.

14. Can HighLevel import my Infusionsoft data?

    Yes. Contacts, tags, and custom field data can be imported by CSV.

15. Can HighLevel integrate with Zapier?

    Yes. Zapier and webhooks connect HighLevel to thousands of other apps.

16. Can HighLevel track my ad performance?

    Yes. It tracks lead sources and attribution from Facebook and Google Ads.

17. Can HighLevel manage my Google reviews?

    Yes. It can request, monitor, and reply to reviews from one place.

18. Can HighLevel run an affiliate program?

    Yes. The Affiliate Manager tracks affiliates, referrals, and commissions.

19. Can HighLevel manage multiple businesses?

    Yes. Each business gets its own sub-account in HighLevel, all managed from one agency view.

20. Can HighLevel work on my phone?

    Yes. The LeadConnector mobile app lets you manage conversations, contacts, and appointments on the go.

Ready to Switch From Infusionsoft (Keap) to HighLevel?

Every month you stay on Infusionsoft or Keap, you pay premium pricing for an older platform and extra for texting that HighLevel includes from day one. HighLevel gives you a CRM, email, SMS, calls, calendars, funnels, websites, reviews, and AI in one platform with unlimited contacts. Our team can help you export your Keap data, rebuild your most valuable campaigns, and move your payments so you can switch quickly and safely. Get started with HighLevel today.