Keap vs Lattice
A head-to-head comparison to help you pick the right tool
Last updated: September 14, 2026
Keap is our recommended pick for most teams — service-based small businesses wanting crm and marketing automation in one.
Try Keap →Read our full Keap review →Keap
Keap is a CRM and marketing automation platform designed specifically for small businesses and solopreneurs. It combines contact management, email marketing, invoicing, and appointment scheduling in one platform. Keap is ideal for service-based small businesses that want to automate their client follow-up and lead nurturing.
Lattice
Lattice is a people management platform that helps companies run performance reviews, set goals, and measure employee engagement. It combines performance management, OKRs, career development, and compensation tools in one platform. Lattice is widely used by tech companies that invest heavily in people development.
Pros
- ✓All-in-one platform covering CRM, marketing, and payments
- ✓Strong automation for small service businesses
- ✓Good for automating client follow-up and lead nurturing
- ✓Dedicated small business focus
Cons
- ✗Expensive for what you get compared to alternatives
- ✗Steep learning curve for the automation builder
- ✗Interface feels dated compared to modern CRM tools
Pros
- ✓Best-in-class performance review and OKR tools
- ✓Strong engagement survey capabilities with actionable insights
- ✓Career development and growth tracking features
- ✓Good analytics for people managers and HR teams
Cons
- ✗No payroll or core HRIS functionality
- ✗Can be expensive when combining multiple modules
- ✗Some users find the platform complex to administer initially
Keap vs Lattice: Side by Side
| Factor | Keap | Lattice |
|---|---|---|
| User Rating | 4.3/5 ★ | N/A |
| Category | CRM Software | HR Software |
| Pricing Model | Paid | Paid |
| Starting Price | $249/mo | $11/person/mo |
| Best For | Service-based small businesses wanting CRM and marketing automation in one | Mid-size companies focused on performance management |
| Our Pick | 🏆 Recommended | — |
Keap Features
- ✓CRM
- ✓email marketing automation
- ✓invoicing and payments
- ✓appointment scheduling
- ✓landing pages
- ✓text marketing
- ✓reporting
Lattice Features
- ✓Performance reviews
- ✓OKRs
- ✓employee engagement
- ✓career development
- ✓compensation
Pricing Comparison
Best Use Cases
Keap
- →Small service businesses automating follow-up with leads
- →Coaches and consultants managing client pipelines
- →Businesses wanting CRM with built-in email marketing
Who Should NOT Use These Tools
Keap is NOT ideal for:
- ✗Large enterprises needing complex sales workflows
- ✗B2B SaaS companies with long sales cycles
- ✗Teams needing advanced reporting and analytics
Integrations
Keap
Gmail, Outlook, QuickBooks, Zapier, PayPal, Stripe, WooCommerce, Shopify
Our Take
Choose Keap if service-based small businesses wanting crm and marketing automation in one. Choose Lattice if mid-size companies focused on performance management.
Best For
Service-based small businesses wanting CRM and marketing automation in one
Best For
Mid-size companies focused on performance management
Also Consider
If neither Keap nor Lattice is the right fit, Monday.com CRM is worth evaluating.
Monday.com CRM
Teams that want CRM and project management combined in one visual platform
From $12/user/mo
Frequently Asked Questions
What is the difference between Keap and Lattice?
Keap is best for service-based small businesses wanting crm and marketing automation in one. Lattice is best for mid-size companies focused on performance management.
Which is better, Keap or Lattice?
Choose Keap if service-based small businesses wanting crm and marketing automation in one. Choose Lattice if mid-size companies focused on performance management.
How much does Keap cost?
Keap starts at $249/mo. Pricing model: Paid.
How much does Lattice cost?
Lattice starts at $11/person/mo. Pricing model: Paid.
Who should use Keap?
Service-based small businesses wanting CRM and marketing automation in one
Who should use Lattice?
Mid-size companies focused on performance management