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MARKETING AUTOMATION · MIGRATION GUIDE

Switching from Mailchimp to Keap

Keap’s implementation packages include data import and migration services for a fee.

Jump to migration steps Read the full comparison
By Bill Belcamino · Last updated September 23, 2026 · Our methodologyResearched and fact-checked by the HelpCompare team
Switching from Mailchimp to KeapVerified Sep 23, 2026
Bill Belcamino
Bottom line up frontby Bill Belcamino, founder of HelpCompare
Editorial assessment

Bottom line up front: When is it time to move from Mailchimp to Keap?

When you're paying for, or badly missing, a CRM, sales pipeline, invoicing and scheduling alongside your email, because Keap's $299/mo flat price only makes sense if it replaces them.

It includes 2 users, then $39/mo per extra user, and there's no free tier, only a trial, so you lose Mailchimp's permanent free plan and much of its template library. Automations don't transfer and get rebuilt by hand, and data import comes through Keap's paid implementation services. The mistake I'd avoid is buying an all-in-one and then running it as an expensive email tool. Pick one money process, such as lead to booked call to paid invoice, and run it end to end in Keap in the first few weeks, then cancel the separate tools it replaced, because the saving only exists once those other bills stop.

My read of the verified data on this page, checked against vendor sources on September 23, 2026. Disagree or spot an error? Tell Bill

Estimate · your inputs

Switching Cost & Friction Estimator

Most buyers only budget for the new subscription. This estimates the hidden labor, data-cleanup, and retraining cost of actually making the switch.

25,000
10

Estimate assumes: 1 hour of data-mapping/cleaning labor per 2,000 records, a blended $75/hr ops rate, tiered migration & cleaning tooling fees, and 4 hours of retraining per seat at a $45/hr fully-loaded rate.

Estimated Migration Time —
Data Friction Rating —
Total Hidden Switching Cost $0

    Why teams move from Mailchimp to Keap

    CRM, invoicing and payments included

    Features Mailchimp does not offer.

    Appointment scheduling

    Built in.

    One system for the whole operation

    Sales, marketing and getting paid together.

    How the migration actually works

    You lose Mailchimp’s free plan and its lower per-seat cost — Keap’s $299/mo has no free tier.

    StepWhat you do
    1Export your contact listExport contacts, tags and segments as CSV from the old tool.
    2Create your Keap accountCreate your Keap account; its implementation package includes data import and migration services.
    3Set up your pipeline, invoicing and schedulingConfigure Keap’s sales pipeline, invoicing, checkout forms and appointment scheduling alongside its marketing automation.
    4Rebuild automationsRecreate email sequences, triggers and automation rules by hand — these do not transfer automatically.
    5Reconnect integrationsReconnect your website forms, e-commerce store, payment processor or CRM sync to the new tool.
    6Run a real send before cancellingSend one real campaign through the new tool and confirm deliverability before cancelling the old plan.

    What this path doesn’t do for you:

    Mailchimp’s permanent free plan and strong template library have no Keap equivalent — expect a costlier but more operationally complete platform.

    Pricing side by side

    PlanMailchimpKeap
    Pricing basisPer contact tier, account-wideFlat, 2 users included
    Entry priceEssentials $13/mo (500 contacts)$299/mo ($39/mo per extra user)
    CRMBasic contact recordsIncluded
    Invoicing/paymentsNot offeredIncluded

    Standard list prices checked on each vendor’s pricing page on September 23, 2026. HubSpot price is the $20/seat standing rate, not its current new-customer promo.

    Feature parity check

    CapabilityMailchimpKeap
    CRMBasic contact recordsIncluded
    Invoicing/paymentsNot offeredIncluded
    Price$13/mo$299/mo (2 users)
    Free plan250 contactsNone, trial only

    Going the other direction, or want the full comparison first?

    Read the Keap vs Mailchimp comparison Switching from Keap to Mailchimp instead?
    Verified data

    Security & access: what changes when you switch

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

    What changesMailchimp (today)Keap (after)
    SOC 2 reportSOC 2 reportType not stated by vendorsourceNot published
    ISO/IEC 27001CertifiedsourceNot published
    Other certificationsNot publishedPCI DSSsource
    HIPAA (BAA)Not publishedBAA availablesource
    Two-factor authenticationYesEnforcement: Any multi-user plan (automatic once an Owner or Admin enables 2FA)sourceYesEnforcement: All plans (2FA mandatory for every user)source
    Data residency choicesUS onlysourceNot published
    EncryptionTLS 1.2+ in transit; at-rest encryption not statedsourceNot published

    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

    Frequently Asked Questions

    Does Keap import Mailchimp data?

    Yes, through its paid implementation/migration services.

    Will it cost more?

    Yes, substantially, but you gain CRM, invoicing, payments and scheduling.

    Do I lose Mailchimp’s free plan?

    Yes, Keap has no free tier, only a free trial.

    Do my automations and workflows carry over?

    No. Automation logic, workflows and segmentation rules are specific to each platform’s builder and are rebuilt by hand in the new tool; only contact data moves via export/import or a migration service.

    Canonical data for the tools on this page

    Every pricing fact, rating, AI billing model and switching guide we hold on each tool, on one page, with the date each figure was last verified.

    MailchimpPricing, free plan, AI cost & every comparison›KeapPricing, free plan, AI cost & every comparison›
    Keap vs MailchimpHead-to-head comparisonbeehiiv vs MailchimpHead-to-head comparisonActiveCampaign vs KeapHead-to-head comparisonActiveCampaign vs MailchimpHead-to-head comparisonHubSpot vs KeapHead-to-head comparisonHubSpot vs MailchimpHead-to-head comparison
    Keap to MailchimpSwitching guidebeehiiv to MailchimpSwitching guideMailchimp to beehiivSwitching guideHubSpot to KeapSwitching guideHubSpot to MailchimpSwitching guideKeap to HubSpotSwitching guide

    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 Mailchimp to Keap”, helpcompare.com/mailchimp-to-keap-migration/ (updated ).

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

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    Plain-language guides: the steps, what to check before you buy, common mistakes, and every tool it takes with verified prices.

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    Built for the leader who owns the selection, answers for the spend, drives the rollout, and lives with the results. HelpCompare covers the whole decision, not just the first step.

    01 · CompareWhich tool fits your team, side by side.133 comparisons 02 · Price & approveSourced, dated pricing and a one-page brief for sign-off.Decision brief 03 · SwitchWhat moves, what you rebuild, what it costs.264 guides 04 · ShareDownload and cite the data. CC BY 4.0.Open data
    Bill Belcamino, founder of HelpCompare
    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 23, 2026. No paid sponsorships, no affiliate commissions.

    Read Bill’s story How we verify pricingSpot an error? Tell Bill