CRM

Keap

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Panel rating · 6 judges · How to read the stars

Category median

Sovereignty: 1 of 4 dimensions proven

0–5 in half steps. 5 means the rubric's top anchor is met on the evidence.

by Keap (Thryv Holdings) · keap.com

An AI-assisted analysis of public evidence — not a hands-on test.

Every score, rationale and verdict on this page is AI-generated. Every claim cites the source it was read from. Nothing here is a human star review — and no score can be bought. How scores are made →

Method and versions

The Solo Seller v1.2 · The Data Protection Officer v1.0 · The Sales Ops Lead v1.0 · The RevOps Integrator v1.0 · The Migrator v1.1 · The Skeptic v1.2 · rubric v1 · evaluated 15 Sep 2026

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Read this page as one judge. Each weighs the same scores by what they care about.

The Data Protection Officer

Weighted verdict

Knows a CRM is a database of other people's personal data before it is a sales tool. Optimizes for GDPR posture: EU hosting, DPA, subprocessor hygiene, consent fields, retention and deletion that actually delete. Rejects US-default hosting and enrichment features that scrape contacts from the open web.

Same scores as the panel view — this lens weights them the way this judge cares.

Scored by The Data Protection Officer

Contact & data model

How this is scored

Depth and hygiene of the core records — contacts, companies, deals, custom fields, deduplication.

0 — A flat address book; no relations between people, companies and deals.

3 — The standard three objects exist but customization is cosmetic: few field types, no required fields, duplicates accumulate unchecked.

5 — Custom fields across objects, basic dedupe on create, activity history on the record; complex models still need workarounds.

8 — Rich field types with validation, merge and dedupe tooling, relationships beyond the standard model, permissioned field access.

10 — A genuinely modelable system: custom objects or equivalent, bulk hygiene tooling, field-level history — the data model bends to the business, not the reverse.

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The Data Protection Officer

The evidence evidences nothing about the record model — no custom fields, no dedupe, no relationships, and notably no consent or lawful-basis fields, which for a database of other people's personal data is the first thing I look for. A CRM must hold contacts, but beyond that bare fact this is pure absence. 1

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Pipeline & forecasting

How this is scored

Whether the pipeline enforces a process and produces reporting a finance department accepts.

0 — A kanban of deals with amounts; nothing is enforced, nothing rolls up.

3 — Multiple pipelines and stage probabilities exist, but no required fields per stage and only canned reports.

5 — Stage requirements, win/loss capture and standard forecast views; custom reporting is limited or an add-on.

8 — Enforceable process (required fields, stage gates, routing), custom report builder, forecast by team and period with quota tracking.

10 — Forecasting a CFO signs: weighted and commit-based views, historical snapshots, attainment tracking, and reporting composable enough to answer questions the vendor never anticipated.

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The Data Protection Officer

No pipelines, stage requirements, win/loss capture, forecasting or quota tracking appear anywhere in the evidence. As far as this sheet goes, deal management does not exist as an evidenced capability. 1

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Automation & workflows

How this is scored

Triggers, sequences and routing that remove manual work without a consultant.

0 — No automation beyond email templates.

3 — Simple if-this-then-that on records; no multi-step sequences, no branching.

5 — Multi-step workflows with delays and branching, email sequences, basic lead routing — capped by tier or count.

8 — Full workflow builder across objects with webhooks as steps, round-robin routing, sequence analytics.

10 — Automation as infrastructure: versioned workflows, error handling, per-step logs, and limits generous enough that the feature is not its own upsell.

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The Data Protection Officer

No triggers, sequences, branching or lead routing are evidenced — not even a marketing claim, which is telling given the vendor's own homepage sells integrations and support instead. Silence of this depth scores as absence. 1

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Integrations & API

How this is scored

Two-way email/calendar sync, native connections, and an API that treats external systems as first-class.

0 — No API, no sync; data enters by CSV and leaves never.

3 — One-way email logging (BCC), a handful of Zapier triggers, a read-mostly API.

5 — Two-way email and calendar sync for the major providers, a documented REST API with sane limits, a modest native directory.

8 — Deep native integrations for the revenue stack, webhooks, OAuth apps, API parity with the UI for core objects.

10 — An ecosystem: public API covering everything the UI does, event streams, a marketplace, and sync so reliable the CRM can be the system of record without being the only system.

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The Data Protection Officer

'Over 5,000 integrations' is breadth claimed with zero depth documented: no API, no webhooks, no two-way email/calendar sync evidence. From where I sit, five thousand undocumented pipes carrying contact data is a subprocessor exposure I cannot audit — generous on the number, absent on everything the anchors demand. 1

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European sovereignty

How this is scored

Where other people's personal data actually lives and under whose law — entity, hosting, subprocessors, DPA.

0 — US entity, US-default hosting, no public DPA or subprocessor list.

3 — A DPA exists and an EU region is available on request or on top tiers; subprocessor exposure to US CLOUD Act reach is broad and undocumented.

5 — EU hosting selectable at signup, published DPA and subprocessor list; core processing still touches US entities.

8 — EU entity or EU-default hosting with published subprocessors, consent-friendly fields, retention and deletion controls; residual US exposure named and narrow.

10 — European entity, EU-only processing including subprocessors, deletion that provably deletes — sovereignty a DPO can sign off without a caveat file.

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The Data Protection Officer

Grapevine, Texas legal address, a US phone line, US parent Thryv, and no sovereignty attributes on record — no EU hosting, no DPA, no subprocessor list in evidence. This is the exact anchor-zero posture; I would not sign a DPA against it. 2 1

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Import, export & exit

How this is scored

Getting in with history intact, and out with everything — the anti-lock-in criterion.

0 — Import is a support ticket; export is contacts-only CSV missing notes, activities and files.

3 — Self-serve CSV import with mapping; export covers main objects but drops activity history, attachments or relations.

5 — Guided migration from major competitors, full-object CSV export, API access sufficient to rebuild the database elsewhere with effort.

8 — Complete export (all objects, history, files) self-serve in open formats, import with dedupe and dry-run, no API metering that prices exit out of reach.

10 — Exit as a feature: documented full-fidelity export, migration tooling both directions, and contractual data-return terms — leaving is a weekend, which is exactly why you can stay.

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The Data Protection Officer

Nothing on export anywhere — no CSV scope, no API mention — and the one data-movement fact in evidence is that implementation services are required, meaning data-in is a vendor-mediated engagement. Getting in through the vendor's hands with no evidenced way out is lock-in, not portability. 2

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Pricing transparency

How this is scored

Whether a buyer can compute the real invoice — per seat, per month, at renewal — from public pages alone.

0 — No public prices at all; every tier is a sales conversation.

3 — An entry price exists, but the tiers most buyers need are unpriced, or per-seat maths is obscured by bundles, minimums or mandatory onboarding fees.

5 — Most tiers carry real numbers with billing period and VAT treatment stated, but at least one commonly needed capability hides in an unpriced tier or usage-metered add-on.

8 — Every tier priced publicly including annual/monthly split; limits, seat minimums and overage rules stated; only genuine enterprise contracts are custom.

10 — Complete price computability: every tier, add-on, usage meter and renewal rule public, with a calculator or table that makes the invoice at 3 and 30 seats a two-minute exercise.

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The Data Protection Officer

A real public starting number exists — $299/mo billed monthly — but required implementation services with no stated price means no buyer can compute the actual first invoice from public pages. That mandatory-onboarding trap is precisely what rubric level 3 describes. 2

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European sovereignty — proven facts

1 of 4 dimensions proven

Built only from facts shown on the vendor's own pages. A dimension we could not prove is left open, not scored as zero.

Legal entity	Not determined	—	uncited Report an error
Ownership	Foreign-controlled ⚠ unverified	0/2 pts	2 Report an error
Data residency	Not determined	—	uncited Report an error
Subprocessors	Not determined ⚠ unverified	—	uncited Report an error

Where this could be wrong

Evidence ages. The oldest capture behind this page is from 15 Sep 2026. Vendors change pricing and policies without notice; every fact reflects its source as of the capture date shown in the registry.
Weak sourcing — Ownership. The page only names a Thryv acquisition; it does not state Thryv's ownership status or country, so this rests on external knowledge of Thryv being a US-listed company.
Weak sourcing — Subprocessors. Not confirmed on the vendor’s own pages as captured.
AI can misread a source. Extraction and judgement are automated; a citation guarantees traceability, not infallibility. If something here is wrong, say so — no account needed, every report is decided within 5 business days, and accepted corrections are published.

What we left out

A claim that does not survive our checks costs us the claim, not the page. This is what was taken off this one.

6 product facts could not be confirmed on the vendor’s page as captured and were left out of this page and of the panel’s material. Know more? Tell us
5 pricing facts could not be confirmed on the vendor’s page as captured and were left out of this page and of the panel’s material. Know more? Tell us
3 integrations facts could not be confirmed on the vendor’s page as captured and were left out of this page and of the panel’s material. Know more? Tell us
1 legal fact could not be confirmed on the vendor’s page as captured and was left out of this page and of the panel’s material. Know more? Tell us
1 support fact could not be confirmed on the vendor’s page as captured and was left out of this page and of the panel’s material. Know more? Tell us
1 sovereignty dimension could not be confirmed on the vendor’s own pages and is shown as unknown. Know more? Tell us
6 of the readings below were written against an earlier fact sheet — a fact has been corrected, added or pulled since. Until the panel next runs on this product you are reading the older judgement. Know more? Tell us

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Sources (12)

The pages every claim on this page was read from — each one checked, dated, and kept verifiable.

1 Vendor homepage keap.com Checked 15 Sep 2026 Details →
2 Vendor pricing page keap.com Checked 15 Sep 2026 Details →
3 Contact & data model — found from sitemap keap.com Checked 1 Oct 2026 Details →
4 Contact & data model — found from sitemap keap.com Checked 1 Oct 2026 Details →
5 Pipeline & forecasting — found from sitemap keap.com Checked 1 Oct 2026 Details →
6 Pipeline & forecasting — found from sitemap keap.com Checked 1 Oct 2026 Details →
7 Automation & workflows — found from sitemap keap.com Checked 1 Oct 2026 Details →
8 Automation & workflows — found from sitemap keap.com Checked 1 Oct 2026 Details →
9 Integrations & API — found from sitemap keap.com Checked 1 Oct 2026 Details →
10 Integrations & API — found from sitemap keap.com Checked 1 Oct 2026 Details →
11 Import, export & exit — found from sitemap keap.com Checked 1 Oct 2026 Details →
12 Import, export & exit — found from sitemap keap.com Checked 1 Oct 2026 Details →