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Security & access: what changes when you switch

Security, offline and access rules that differ between Keap and GoHighLevel. Rows where both tools are the same (2) are left out; the full side-by-side is on each tool’s page: Keap, GoHighLevel.

What changesKeap (today)GoHighLevel (after)
SOC 2 reportNot publishedSOC 2 Type IIsource
ISO/IEC 27001Not publishedCertifiedsource
Other certificationsPCI DSSsourceNot published
HIPAA (BAA)BAA availablesourceBAA availablePaid add-on (can’t be turned off once enabled)source
Single sign-on (SAML/OIDC)Not publishedYesAgency Pro (OpenID Connect only, not SAML)source
Two-factor authenticationYesEnforcement: All plans (2FA mandatory for every user)sourceYesEnforcement: Not plan-gated in vendor docs (portal admin setting)source
Admin audit logNot publishedYessource
Data residency choicesNot publishedUS onlysource
EncryptionNot publishedAES-256 at rest; TLS 1.2+ in transitsource
Desktop appsNot publishedWindows, macOS, Linuxsource
Editorial assessment

Before you cut over

  • Set up single sign-on in GoHighLevel on Agency Pro (OpenID Connect only, not SAML) before you invite the team, so accounts are created through your identity provider rather than by hand.

Checked September 19, 2026 against each vendor’s own trust center, help docs and app pages. Hover or tap “source” to see the exact wording we relied on. “Not published” means we could not find the vendor saying it on its own site; it doesn’t mean the feature is missing. Plan names are the lowest plan the vendor says includes the feature. Security · Offline · Remote vs office · Download the data

MARKETING AUTOMATION · MIGRATION GUIDE

Switching from Keap to GoHighLevel

Businesses leaving Keap’s single-company CRM for GoHighLevel’s broader, more agency-flexible automation platform are usually trying to cut cost-per-contact or add funnel and SMS capabilities.

Quick verdict: A reasonable move for cost-conscious businesses or agencies that want funnels, SMS, and multi-client sub-accounts in one place; you’ll trade away some of Keap’s polished quoting, invoicing, and lifecycle-automation depth.

Why teams switch from Keap to GoHighLevel

Lower cost at scale, unlimited contacts

GoHighLevel’s flat tiers include unlimited contacts, which can undercut Keap’s cost structure as your list grows.

Funnels and SMS in the same platform

GoHighLevel adds a native funnel/page builder and two-way SMS that Keap doesn’t offer natively.

Multi-client and agency features

Businesses that also manage marketing for other companies can use GoHighLevel’s sub-accounts, which Keap isn’t designed for.

Estimate · your inputs

Switching Cost & Friction Estimator

Estimate the real hidden cost of moving from Keap to GoHighLevel, not just the subscription price.

—
Estimated migration time
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Data friction rating
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Total hidden switching cost
Data mapping & cleaning labor—
Migration / cleaning tooling fees—
Team retraining overhead—
Switching friction buffer (10%)—
Assumes a blended $45/hr internal labor rate with no native importer available, so sequences/records are rebuilt largely by hand. Adjust the sliders to match your team.

How to migrate your data

GoHighLevel’s native importer covers contacts and opportunities only, leaving Keap’s quoting and campaign logic to be manually rebuilt.

StepWhat happens
1Export from KeapExport contacts and available pipeline/deal data from Keap as CSV.
2Clean and remap fieldsMatch Keap custom fields and tags to GoHighLevel’s contact fields and pipeline stages.
3Set up your GoHighLevel sub-accountCreate and configure the destination sub-account.
4Import contacts and opportunities via CSVUse GoHighLevel’s native CSV importer for contacts and opportunities.
5Rebuild campaigns, quoting, and funnelsRecreate Keap campaigns as GoHighLevel workflows and rebuild any quote/invoice processes and landing pages, since none of that logic transfers.
6Test and go liveRun test contacts through the new workflows and confirm payment/quote processes before cutting over fully.
What GoHighLevel’s importer doesn’t handle: GoHighLevel has no named Keap importer — everything beyond a contacts/opportunities CSV, including Keap’s campaign automation logic and quoting/invoicing setup, has to be manually rebuilt.

Pricing during the transition

GoHighLevel’s flat tiers contrast with Keap’s per-contact, per-user core plan pricing.

PlanKeapGoHighLevel
Free planNo free tier (limited free trial)No free tier (14-day trial)
Entry paid tier$299/mo billed monthly, core plan (2 users included), as of September 2026$97/mo (Starter)
Mid tierScales up from the core plan with additional users and contact volume$297/mo (Unlimited)

GoHighLevel’s tiers are flat regardless of contact count, while Keap’s core plan pricing scales with contacts and users, so the cost comparison depends heavily on your list size and team size.

Feature-parity checklist

GoHighLevel widens the marketing toolkit; Keap’s sales-cycle depth (quoting, invoicing) is what you leave behind.

FeatureKeapGoHighLevel equivalent
Automations/workflowsDeep lifecycle and quote-to-invoice automationBroader general-purpose workflow builder, more flexible but less purpose-built for quoting follow-up
CRM/pipelineMature pipeline with quoting/invoicing built inOpportunity pipelines without native quoting/invoicing, a downgrade for service businesses that relied on that
Funnels/landing pagesBasic landing pagesNative funnel builder, a genuine upgrade
Email/SMS marketingEmail plus tiered SMS add-onNative unified email and SMS, an upgrade for texting-heavy follow-up
ReportingCRM/sales reportingSub-account dashboards, more marketing/funnel-oriented, less sales-cycle detail

Frequently Asked Questions

Does GoHighLevel import Keap’s quotes and invoices?

No, there’s no native importer for that data; quoting and invoicing workflows need to be rebuilt using GoHighLevel’s own payment/product tools.

Will my Keap campaigns transfer automatically?

No, campaign automation logic must be manually recreated as GoHighLevel workflows.

Is GoHighLevel cheaper than Keap?

Often yes, especially with a larger contact list, since GoHighLevel’s tiers don’t charge per contact the way Keap’s core plan pricing scales.

Do I need the same level of onboarding help GoHighLevel offers as Keap requires?

GoHighLevel is more self-serve by default; Keap generally bundles a paid implementation step that GoHighLevel doesn’t require, which can make the initial migration faster on the GoHighLevel side.

What’s the biggest gap after switching?

Native quoting and invoicing: GoHighLevel handles payments and products, but not with Keap’s dedicated quote-to-invoice workflow.

Sources

Prices on this page were recorded from each vendor’s own pricing page on the date shown at the top of the page. Vendors change pricing often — check the live source before you buy.

Every figure is also in our open dataset (JSON and CSV, CC BY 4.0), with its source page and verification date. See how we research pricing.

Cite this page: HelpCompare, “Switching from Keap to GoHighLevel: A Step-by-Step Migration Guide”, helpcompare.com/keap-to-gohighlevel-migration/ (updated ).

Source links on this site are checked every month; last check . How sources are checked.

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About the author

Bill Belcamino

Founder and author, HelpCompare

Engineer by training, operator by experience, marketer by choice. Bill spent eight and a half years as an engineer at HP, was COO of Auctiva (the number one third-party selling platform on eBay, past 200,000 users) and ran Google’s $70M/year search syndication partnership at Alot.com. Then he spent 13 years building his own web properties with his own money at stake. He has bought, trialled, integrated and cancelled more SaaS tools than he can count, and started HelpCompare because the real cost of switching tools is the part nobody covers.

“I’ve sat on both sides of the table: the agency recommending the tool and the client paying for it.”

Researched and fact-checked by the HelpCompare team. Pricing on this page was last verified on September 16, 2026. No paid sponsorships, no affiliate commissions.