Keap vs Slant
Keap confirms 5 of the features we check on its own site; Slant confirms 4. Starting prices: Keap USD 249, Slant USD 150/mo · per seat per month, billed annually.
Keap
Small businesses that want CRM, sales and marketing automation together.
Watch out: Pricing starts at $249, higher than basic CRMs.
Slant
Financial advisors and RIAs who want an AI-first relationship CRM with a notetaker.
Watch out: Built only for financial advisors; annual billing at $150 per seat.
| Overview & pricing | ||
|---|---|---|
| Category | CRM & Sales | CRM & Sales |
| Specialty | Small business CRM | AI CRM for advisors |
| Based in | 🇺🇸 United States | Unconfirmed |
| Best for | SMBs | All sizes |
| Starting price | USD 249 | USD 150/mo · per seat per month, billed annually |
| Free plan | Unconfirmed | ✕No |
| Free trial | Unconfirmed | Unconfirmed |
| Features confirmed on each vendor’s site | ||
| Contact & company management · Core features | ✓Small business CRM to manage customer list | ✓Client and prospect management |
| Workflow automation · Core features | ✓Small business and marketing automation | ✓Automations and follow-ups in one place |
| Lead capture forms · Core features | ✓Landing pages and forms to collect data | Unconfirmed |
| Built-in calling · Core features | ✓Dedicated mobile number to receive calls and texts | Unconfirmed |
| Sales reports & forecasts · Core features | ✓Reporting to track progress | Unconfirmed |
| AI assistant / AI agent · Core features | Unconfirmed | ✓AI Chat, AI agents and AI nudges |
| SOC 2 · Security & compliance | Unconfirmed | ✓Described as SOC 2-compliant |
| Integrations | ||
| Listed on its site | Unconfirmed | Unconfirmed |
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Every ✓ / ✕ comes from the vendor’s own website (sources on each product page). Unconfirmed means the site doesn’t say — not that the feature is missing.