Top Keap Alternatives (2026): Pricing, TCO & Migration

Top Keap Alternatives (2026): Pricing, TCO & Migration

Keap (formerly Infusionsoft) is a small-business CRM and marketing automation platform with contact-based pricing that starts at $249/month. If you're here, you're likely hitting one of three walls: the cost is scaling faster than your revenue, the Thryv acquisition has you uncertain about the roadmap, or you've outgrown what Keap's data model can handle.

This guide compares the strongest Keap alternatives in 2026 on real pricing, architectural fit, total cost of ownership, and the engineering work required to migrate your data out.

Why Teams Leave Keap in 2026

Before picking an alternative, be specific about why you're leaving. Swapping CRMs without isolating the constraint you've hit will recreate the same problem in a different interface.

Teams leave Keap for five recurring reasons:

• Contact-based pricing escalation. Keap charges based on both contacts stored and users added. Unlike most CRMs that offer tiered plans with different features, Keap charges based on the number of users and contacts in your account. The more users or contacts you add, the more you'll pay. Each extra user costs $35 per month. A business with 10,000 contacts and 5 users can easily hit $500+/month before add-ons. Teams often find themselves manually purging data just to avoid the next pricing tier — a practice that introduces data integrity risk.

• The Thryv acquisition. Thryv Holdings announced the closing of its acquisition of Infusion Software, Inc. ("Keap") for $80 million in cash. The growth follows the company's acquisition of Keap on October 31, 2024, which significantly expanded its subscriber base to 114,000 users. The long-term product roadmap under Thryv remains unclear. Teams with complex automation stacks are evaluating alternatives now rather than waiting for forced migrations later.

• Tag bloat and data model limits. Keap uses tags for everything — segmentation, automation triggers, lead status tracking, purchase history. Accounts with more than 3–5 years of active use typically accumulate 500–2,000+ tags, many overlapping or orphaned, making the system brittle and impossible for new hires to navigate. The platform supports up to 150 custom fields, which is enough for many SMBs but constraining for mature processes. (keap.com)

• Limited multichannel capability. Keap has no connection to Instagram DMs. You cannot view messages, respond to prospects, or build any automation around DM conversations. Your Instagram inbox and your Keap CRM exist as completely separate systems. Keap does not include social media scheduling, monitoring, or analytics for any platform.

• Legacy API and integration constraints. While Keap has a REST API, many deep account functions still rely on legacy patterns. Modern real-time syncing often requires middleware like Zapier or Make, adding latency and cost. The standard contact CSV export does not include tags — even though tags drive most lifecycle logic — forcing you to use the API for complete data extraction. (help.keap.com)

Keap Pricing in 2026: The Baseline

Before comparing alternatives, establish what Keap actually costs. The sticker price is misleading.

Keap has simplified its pricing structure into a single plan with all features included, starting at $249/month with annual billing or $299/month paid monthly. Every subscription now includes the full feature set: CRM, marketing automation with visual workflow builder, sales pipeline management, appointment scheduling, email marketing, SMS (500/month included), business phone line, native invoicing, and Keap Pay integration (2.99% + $0.30 per card transaction).

Mandatory one-time onboarding fees ranging from $500 to $2,999 depending on complexity add significant upfront cost beyond the listed subscription. This is not optional — Keap requires implementation services on new accounts.

Realistic Year-1 TCO (5 users, 5,000 contacts): $5,500–$6,500, itemized as: $249/month base × 12 = $2,988, plus $35 × 4 additional users × 12 = $1,680, plus contact tier overage for 5,000 contacts ($300–$600 annually), plus mandatory onboarding ($500–$2,999). The wide range reflects onboarding complexity — straightforward setups hit the low end, custom integrations hit the high end.

HubSpot: Best for Sales + Marketing Alignment

Who it's for: B2B SaaS, professional services, and mid-market teams that need CRM, marketing automation, reporting, and content in a unified ecosystem — and want a free tier to start.

HubSpot replaces Keap's tag-based architecture with a structured, object-oriented database. Its core objects — Contacts, Companies, Deals, Tickets — support multi-object associations, and Custom Objects are available on Enterprise. The API is well-documented, versioned, and supports high concurrency. HubSpot's REST API has no published hard rate limit at the request level for OAuth apps (it operates on a burst-and-throttle model at 100 requests/10 seconds for most endpoints), which is meaningfully more permissive than Keap's daily quota ceiling. If your engineering team needs custom integrations, HubSpot's developer ecosystem — 1,800+ marketplace apps, a full sandbox environment, and versioned API documentation — is substantially superior to Keap's.

HubSpot Pricing vs Keap

HubSpot CRM has four tiers: Free ($0, capped at 1,000 contacts), Starter ($20 per seat per month, no onboarding), Professional ($90 per seat per month plus a mandatory $1,500 onboarding fee), and Enterprise ($150 per seat per month plus a $7,000 onboarding fee).

The trap: Marketing automation and advanced analytics in HubSpot are realistically locked behind the Professional tier, which starts close to $890/month. If you're migrating from Keap primarily for automation, HubSpot Starter won't cut it — and Professional is a significant jump.

Where HubSpot beats Keap: Free CRM tier is genuinely functional. Ecosystem of 1,800+ marketplace integrations vs Keap's reliance on Zapier. Superior reporting at Professional tier. Content management (CMS) built in. Multi-object relational data model supports complex B2B sales motions that Keap's flat tag architecture cannot handle. From a data migration perspective, HubSpot's API is well-suited to receiving structured data: the Contacts, Companies, and Deals objects accept bulk upserts, and the API supports association writes in the same call.

Where Keap beats HubSpot: All-in-one pricing without feature gating. Native invoicing and payment processing. Better e-commerce workflow support for small businesses selling products or subscriptions. Simpler pricing math for small teams — HubSpot's hub-by-hub model gets complicated fast.

5-user TCO comparison (Year 1):

HubSpot is cheaper if you only need CRM. It's significantly more expensive once you need marketing automation at scale. For a deeper technical comparison, see our HubSpot vs GoHighLevel CTO's comparison.

GoHighLevel: Best for Agencies and All-in-One Consolidation

Who it's for: Marketing agencies managing multiple client accounts, and service businesses that want unlimited contacts, flat pricing, and the ability to consolidate their tool stack.

GoHighLevel is built on a sub-account architecture, making it ideal for agencies. Its native feature set covers two-way SMS, VoIP, drag-and-drop website and funnel builders, calendar booking, reputation management, and a unified inbox that aggregates Instagram DMs, Facebook messages, emails, and texts. If you're using Keap alongside separate tools for SMS, funnels, and booking, GHL is designed to replace all of them.

From an API perspective, GoHighLevel's v2 REST API is functional but less mature than HubSpot's — rate limits are set at 100 requests/10 seconds per location, documentation gaps exist for some sub-account endpoints, and webhook reliability varies by event type. Plan for more defensive error handling in any GHL integration compared to HubSpot.

For a deeper dive on this matchup, see our Keap vs GoHighLevel 2026 comparison.

GoHighLevel Pricing vs Keap

GoHighLevel has three plans: Starter at $97/month ($81 annual), Unlimited at $297/month ($248 annual), and SaaS Pro at $497/month ($414 annual).

The usage-cost trap: GoHighLevel's pricing becomes complex once you factor in usage-based charges. Email is $0.675 per 1,000 sends, SMS is $0.0079 per segment, and phone calls are $0.014 per minute. To illustrate: a business sending 50,000 emails/month, 5,000 SMS segments, and 1,000 minutes of calls adds approximately $73.25/month in usage costs on top of the base plan — that's a 75% increase over the $97 Starter plan before a single advanced feature is used. Most businesses end up paying 30–50% more than expected once SMS, email, AI features, and other usage-based costs are factored in.

Where GHL beats Keap: Unlimited contacts on the Unlimited plan. White-label capability for agencies. Even at $97, the Starter plan collapses an entire stack: CRM, funnel builder, email marketing, SMS, calendars, social scheduling, reputation management, and a unified inbox all come standard.

Where Keap beats GHL: Keap's native e-commerce and invoicing are stronger. Payment processing is built in without Stripe-only dependency. Keap's automation maturity for lead scoring and behavioral triggers is deeper for non-agency use cases. GHL's learning curve is steeper — it's built for operators who want control, not simplicity.

If you're considering this move, our Keap to HighLevel migration guide covers the full technical process, including how to handle Keap's e-commerce data and Stripe customer ID mapping.

ActiveCampaign: Best for Email-First Automation

Who it's for: Teams whose primary use case is email marketing automation, lead nurturing sequences, and behavioral triggers — and who want to pay a fraction of Keap's price.

If you love Keap's visual campaign builder but hate its interface and pricing, ActiveCampaign is the most direct step up. It offers superior email deliverability, an intuitive automation canvas, and a cleaner data model. ActiveCampaign separates its data into Contacts, Accounts, and Deals — unlike Keap, you can build automations that trigger off Deal stage changes or Custom Object updates, not just Contact tags.

ActiveCampaign Pricing vs Keap

ActiveCampaign offers four pricing plans in 2026 (billed annually) — Starter at $15/mo, Plus at $49/mo, Professional at $79/mo, and Enterprise at $145/mo, all for 1,000 contacts. There is no free plan, but ActiveCampaign offers a 14-day free trial on all tiers. Prices scale with contact count, and hidden add-on costs (CRM pipelines, SMS, custom reporting) can significantly increase your bill beyond the advertised prices.

Where ActiveCampaign beats Keap: Superior visual automation builder. Best-in-class email deliverability and template library. Dramatically lower entry price ($15/mo vs $249/mo). Starter is email-and-basic-automation only, Plus adds CRM and landing pages, Professional unlocks predictive sending and deeper reporting, and Enterprise layers on advanced support and security. ActiveCampaign's API is contact-centric and well-documented, with bulk import endpoints that accept CSV-formatted data directly — making Keap-to-ActiveCampaign migration relatively straightforward for contact records.

Where Keap beats ActiveCampaign: Native invoicing and payment processing (ActiveCampaign has none). Built-in phone line. More complete all-in-one platform for businesses that also need quoting, invoicing, and appointment scheduling. ActiveCampaign's CRM (available from Plus tier) is functional but not its strength — it's an email platform with CRM bolted on, not a CRM with email built in.

5-user TCO comparison (Year 1, 5,000 contacts):

ActiveCampaign is 50–70% cheaper for email-focused teams. The savings evaporate if you need invoicing, payments, or appointment scheduling — you'll pay for separate tools to cover what Keap does natively.

Zoho CRM: Best Value Per Dollar

Who it's for: Cost-conscious teams that want a full CRM with deep customization, workflow automation, and room to grow into an enterprise-scale ecosystem.

Zoho CRM Pricing vs Keap

Zoho CRM has a free edition (up to 3 users) and four paid tiers — Standard $14, Professional $23, Enterprise $40, and Ultimate $52 per user per month, billed annually (2026 list pricing).

Zoho quietly moved AI agents, workflow automation, and sales forecasting into the Standard plan. Those used to be Professional-tier features. If you priced out Zoho CRM even six months ago and decided Standard was too basic, that math no longer holds.

Zoho is especially strong for teams who have been forcing too much business logic into Keap tags and custom fields. Zoho's schema flexibility far exceeds Keap's: Standard supports 10 custom modules, Professional 25, Enterprise 200, and Ultimate 500. (zoho.com) Zoho's API uses a REST architecture with OAuth 2.0 and supports bulk write operations through its COQL (CRM Object Query Language) — a significant advantage for migration ingestion compared to Keap's record-by-record write model.

Where Zoho beats Keap: Per-user pricing is dramatically lower — a 5-user team on Zoho Professional costs $115/month vs Keap's $249+ base. The broader Zoho ecosystem (Zoho One at ~$37/user/month) bundles 50+ apps including helpdesk (a common need if leaving Keap means you are also evaluating FuseDesk alternatives), project management, and accounting. Customization ceiling is significantly higher: custom modules, Deluge scripting, and API extensibility surpass Keap at every tier.

Where Keap beats Zoho: Keap's automation setup is simpler for non-technical users. Native payment processing and invoicing are more polished. Keap's onboarding experience for solo operators and small teams is more guided. Zoho can feel overwhelming — the sheer breadth of the platform creates its own complexity, and the number of configuration decisions required before the system is usable is substantially higher than Keap.

Other Alternatives Worth Considering

Ontraport starts at $24/month for 500 contacts and scales to $249/month for 20,000 contacts. It includes native payment processing, membership site hosting, landing pages, and marketing automation in a single platform — making it architecturally the closest 1:1 replacement for Keap. Lower entry price, no mandatory onboarding fees, and built-in membership site features that Keap requires integrations for. The trade-off is a smaller integration ecosystem and less brand recognition. From a migration standpoint, Ontraport's API supports contact, tag, and product/order objects, so Keap's e-commerce data can be mapped more directly than to platforms without native order concepts.

Pipedrive is the right pick when you've decided Keap is doing too much and you want a CRM focused on deals, people, activities, and rep workflow. Entry plans start around $14/user/month billed annually. (pipedrive.com) Pipedrive sells Campaigns, LeadBooster, and other capabilities as add-ons, so the low seat price is only part of the story. For many teams, that's the right trade — it keeps the sales CRM clean and lets marketing live elsewhere. Pipedrive's docs support Import2 for CRM migrations and explicitly list Keap as a supported source. (support.pipedrive.com)

Drip is worth evaluating for e-commerce brands specifically. It's built around purchase-event triggers, revenue attribution by sequence, and Shopify/WooCommerce native integrations — areas where Keap is functional but generic. Pricing starts at $39/month for 2,500 contacts. If your Keap usage is primarily post-purchase automation and abandoned cart flows, Drip's e-commerce data model is more purpose-built than either Keap or ActiveCampaign.

Klaviyo is the dominant alternative for e-commerce businesses on Shopify at scale. It offers a free tier up to 250 contacts/500 emails and scales with contact count. Klaviyo's data model is event-centric (every purchase, page view, and browse event is stored and queryable), which is a fundamentally different — and for e-commerce, often superior — architecture to Keap's tag-and-field model. Enterprise Keap users with significant order history should evaluate whether Klaviyo's revenue-per-email reporting justifies the migration cost.

Side-by-Side Pricing Comparison

Prices reflect annual billing. Verify current rates on vendor pricing pages before purchasing.

TCO: What the Sticker Price Hides

TCO = subscription + contact tax + seat tax + channel usage + onboarding + migration engineering.

Most teams compare only license price. That's the wrong model for this category.

• Contact-priced systems punish database growth: Keap, ActiveCampaign, HubSpot Marketing, Drip, and Klaviyo all scale costs with your contact list.
• Seat-priced systems like Pipedrive and Zoho are cheaper for small databases but climb with headcount.
• Usage-priced systems like GoHighLevel move spend into SMS, phone, email, and AI add-ons — the base price is a floor, not a ceiling.
• Onboarding-priced systems add mandatory upfront costs: Keap ($500–$2,999) and HubSpot Professional ($1,500) both require implementation services. Budget this into Year-1 comparisons.

If you have lots of contacts but few users, GoHighLevel often wins on recurring cost. If you have many users but light marketing needs, Pipedrive or Zoho usually win. If you need reporting, governance, and custom objects, HubSpot can justify the higher bill. If you mostly need lifecycle email automation, ActiveCampaign is cheapest — until CRM add-ons and adjacent tooling start stacking. If your business is primarily e-commerce, Klaviyo or Drip's event-centric data models will outperform any of the horizontal CRMs listed here.

Those cost shapes matter more than any feature grid.

Migrating Data Out of Keap: What to Expect

Every alternative listed above requires extracting your data from Keap. This is where most teams underestimate the work.

Keap API Constraints

Keap's API quotas are a real engineering constraint for migration. OAuth apps are limited to 1,500 queries per minute and 150,000 per day, with personal access and service account keys having lower limits. A per-application-instance cap of 10,000 requests per minute and 250,000 per day took effect on June 8, 2026. (developer.keap.com)

Keap's usage guidelines explicitly state: "Do not use the API for continuous or overtly frequent data synchronization or export." Bulk extraction jobs need pagination, backoff, and multi-day scheduling. For a Keap instance with 50,000 contacts and full order history, respecting these rate limits means a complete extraction typically runs 3–5 days when spread across the daily quota ceiling.

The REST API is based on industry-standard RESTful principles, allowing you to make half as many API calls as with the XML-RPC API. The new REST endpoints are available through existing OAuth 2.0 authentication. Many endpoints support a sync token feature that makes it easier for your application to keep data in sync.

Do not rely on Keap's native CSV export for anything beyond basic contact fields. For complete historical data, use the REST API with resilient pagination logic:

import requests
import time
 
# Keap API pagination for contact extraction
# Handles rate limiting and token refresh
headers = {'X-Keap-API-Key': 'YOUR_API_KEY'}
url = 'https://api.infusionsoft.com/crm/rest/v1/contacts'
params = {'limit': 1000, 'offset': 0}
all_contacts = []
 
while True:
    response = requests.get(url, headers=headers, params=params)
    
    if response.status_code == 429:  # Rate limited
        retry_after = int(response.headers.get('Retry-After', 60))
        time.sleep(retry_after)
        continue
    
    if response.status_code != 200:
        print(f"API Error: {response.status_code}")
        break
 
    data = response.json()
    contacts = data.get('contacts', [])
    all_contacts.extend(contacts)
 
    if len(contacts) < 1000:
        break  # Reached the last page
 
    params['offset'] += 1000
    time.sleep(0.1)  # Respect rate limits between pages

Comparative API Quality: Keap vs Target Platforms

This is where source-platform constraints interact with destination-platform constraints. Understanding both sides prevents surprises during cutover.

HubSpot and ActiveCampaign are the easiest destinations from an API ingestion standpoint. Ontraport's low hourly limit makes it the slowest to write data into at scale.

What You Can and Cannot Extract

Extractable via API:

• Contacts (including custom fields, tags, notes)
• Companies
• Opportunities / Deals
• Orders, invoices, and payment records
• Email opt-in/opt-out status
• Appointment data
• Tag and tag category structures

Not available or hard to extract:

• Full email body content for sent campaign emails (only metadata is accessible via API)
• Automation / campaign logic (workflows do not export — you must rebuild them)
• Landing page designs and form configurations
• File attachments within contact records (requires individual fetch per file, each consuming API quota)
• Historical email engagement metrics at the per-contact level (partial availability; open/click counts accessible but not per-send timestamps)

Billing and Subscription Data

If you use Keap for recurring billing, this is your highest-risk migration phase. Keap stores credit card tokens internally — you cannot export raw card numbers.

To migrate subscriptions:

1. Work with your payment gateway (Stripe, Authorize.net) to map the gateway's customer IDs to your new CRM.
2. Recreate subscription products in your new system.
3. Run a delta sync the night before cutover to ensure no double-billing during the transition.
4. Plan for a 24–48 hour overlap window where both systems are live but only the old system is processing charges — this prevents gap billing while you verify the new system is operating correctly.

GDPR and Data Privacy During Migration

If you have contacts located in the EU or UK, data migration is a regulated data processing activity under GDPR (Article 4(2)) and UK GDPR. Key obligations:

• Legal basis documentation. Confirm your legal basis for processing contact data doesn't change during migration. If you're moving from Keap to HubSpot, both systems must process data under the same lawful basis documented in your original consent records.
• Data minimization. Migration is the correct time to delete contacts with no legitimate business purpose. Migrating expired consent records to a new system compounds the compliance liability.
• Cross-border transfers. If your new platform's data centers are outside the EU/EEA (e.g., a US-based HubSpot instance), confirm your Standard Contractual Clauses or equivalent transfer mechanism is in place before cutover.
• Processor agreements. Verify your new CRM vendor's Data Processing Agreement covers your use case. HubSpot, Zoho, and ActiveCampaign all publish DPAs; GoHighLevel's compliance posture is less mature and requires direct verification.
• Keap's data export under GDPR. Keap is obligated to provide data exports under subject access requests. Their standard export does not include all data; use the API for complete extraction before terminating your account.

Common Migration Pitfalls

1. Tag-to-segment mapping. Keap relies heavily on tags for segmentation. Target platforms use different models: HubSpot uses lists and active filters, GoHighLevel handles tags differently, Zoho uses scoring rules and custom views. A 1:1 tag migration without rethinking your segmentation model creates technical debt. Before migrating, export the Tag Categories table. Run a script to identify tags not applied to any contact in the last 24 months and drop them. Map remaining tags into three buckets: Lead Source, Lifecycle Stage, and Custom Properties. This pre-work typically eliminates 40–60% of tags in mature Keap accounts.

2. Custom field type mismatches. Keap supports up to 150 custom fields. Target platforms have different field type definitions — a Keap "whole number" field might need to become a "number" or "integer" depending on the destination. Map field types explicitly before writing migration scripts, not after.

3. E-commerce and order history. If you used Keap for order management, your target platform may not have a native orders object. HubSpot requires Commerce Hub or custom objects. GoHighLevel has no native order history equivalent. Ontraport handles this natively. Plan for where this data lives post-migration — leaving it unmapped means losing purchase history for segmentation and lifetime value reporting.

4. Email deliverability reset. Your sending reputation does not transfer. Moving to a new platform means warming up a new IP and domain reputation. Industry benchmarks (Mailmodo, Validity) suggest 4–8 weeks of reduced deliverability during warm-up when moving to a new ESP, with the most pronounced impact in weeks 1–2 when send volume should be limited to your most engaged segments.

5. OAuth token expiry during migration. OAuth tokens can expire during long migration runs. If the token is refreshed to a staging or secondary environment, it can no longer be refreshed on the primary site. Any data synced while the token was expired will be lost and will need to be exported manually. Build token refresh handling into any migration script — check token expiry before each paginated request, not just at script start.

6. Keap's lack of migration-out support. Keap does not provide a dedicated migration-out tool or assisted export service. Their support team can help with individual data questions, but there is no equivalent to HubSpot's import/export wizard or Zoho's migration assistant for outbound moves. Budget engineering time accordingly.

Frequently Asked Questions

How long does it take to migrate from Keap to HubSpot?

For a typical Keap account (under 25,000 contacts, under 10,000 orders, 20–50 active automations), expect: data extraction 1–3 days (rate-limit constrained), data transformation and mapping 2–5 days, HubSpot ingestion 1–2 days, and automation rebuild 2–6 weeks depending on complexity. Total elapsed time is typically 4–8 weeks for a full migration including testing. The automation rebuild is almost always the longest phase.

How long does it take to migrate from Keap to GoHighLevel?

Data transfer for a mid-sized Keap account (25,000 contacts, minimal order history) typically completes in 3–7 days. GoHighLevel's API write limits and the absence of a native orders object add complexity for e-commerce-heavy accounts. Automation rebuild to GHL's workflow format adds 2–4 weeks for accounts with more than 15 active campaigns.

Can you export Keap automations directly?

No. Keap's campaign builder logic cannot be exported in any machine-readable format that another platform can import. Every automation must be manually documented and rebuilt. There is no migration tool that bridges Keap campaign logic to HubSpot workflows, GHL workflows, or ActiveCampaign automations.

What happens to Keap contacts after you cancel?

Keap provides a 30-day window after cancellation to export your data. After that window closes, data recovery requires contacting support and is not guaranteed. Export all data via API before initiating account cancellation — do not rely on the native CSV export alone, as it omits tags, custom field values in some configurations, and order history.

Should I clean my Keap contact list before migrating?

Yes. Migrating all contacts without hygiene wastes money on your new platform (especially if contact-based pricing applies) and dilutes your sender reputation during warm-up. Remove contacts with no email activity in the past 24 months, hard bounces, and unsubscribes you have no legal basis to re-engage. In practice, mature Keap accounts often have 25–45% of their contact list in these categories.

How to Choose: Decision Framework

Stop comparing feature lists. Start with the constraint driving the switch:

If you cannot clearly describe what Keap is doing for your business today — which automations are running, how contacts move through your pipeline, where revenue is tracked — stop before you start evaluating replacements. Any migration done from that level of ambiguity will recreate the same mess in a new UI.

What We See Across Keap Migrations

The following observations are drawn from ClonePartner's executed Keap migrations. We are deliberately not publishing aggregate volume or success rate claims without the methodology to back them up — treat these as practitioner observations, not statistical benchmarks.

The automation rebuild takes longer than the data move. Budget 2–4× more time for documenting and rebuilding workflows than for the actual data transfer. Teams consistently underestimate this. A Keap instance with 40 active campaigns typically requires 3–5 weeks of rebuild work in the target platform, compared to 3–7 days for data extraction and ingestion.

Contact hygiene matters more than volume. Keap databases accumulate years of dead contacts because pricing didn't historically penalize it. Accounts migrating with unclean lists pay for contacts on their new platform that will never convert and hurt deliverability during warm-up. Clean before migrating.

The API rate limits are real and binding. For Keap instances with 50,000+ contacts and deep order history, a full extraction respecting daily quotas takes 3–5 days minimum. Plan your cutover window to include this buffer — do not start extraction the week of your planned go-live.

E-commerce data is the most commonly orphaned. Teams that used Keap for order management often discover their target platform has no native orders object. This requires a decision about whether to build a custom object, use a separate system of record, or accept losing queryable purchase history. Make this decision before migration begins, not after.

The software you choose is only half the battle. The success of the transition depends on how rigorously you map your data architecture before writing a single line of migration code.