Use the same requirements and sample workflow when evaluating NBS and Keap. This checklist does not assert that either provider includes or lacks a feature, costs less overall, or produces better business results. Ask for a demonstration and written plan details before choosing.
Questions for NBS and Keap
Use the same requirements when speaking with both providers
🎯
Test your workflow
Ask both providers to demonstrate inquiry capture, scheduling, follow-up, and the exceptions your team handles.
💰
Compare total costs
Include subscriptions, users, messaging, setup, integrations, and ongoing maintenance in the proposed configuration.
💬
Confirm ownership
Agree who configures automations, trains the team, reviews AI responses, and handles support or data export.
Workflow Checklist
Ask both providers to demonstrate the workflows you need
Feature
Question for both providers
CRM
Contact Management
Which plan includes contact management, and what setup, limits, or usage costs apply?
Lead Scoring
Which plan includes lead scoring, and what setup, limits, or usage costs apply?
Pipeline Management
Which plan includes pipeline management, and what setup, limits, or usage costs apply?
Automation
Email Sequences
Which plan includes email sequences, and what setup, limits, or usage costs apply?
SMS Automation
Which plan includes sms automation, and what setup, limits, or usage costs apply?
Visual Workflow Builder
Which plan includes visual workflow builder, and what setup, limits, or usage costs apply?
AI
AI Chatbot
Which plan includes ai chatbot, and what setup, limits, or usage costs apply?
AI Appointment Booking
Which plan includes ai appointment booking, and what setup, limits, or usage costs apply?
Marketing
Landing Pages
Which plan includes landing pages, and what setup, limits, or usage costs apply?
Form Builder
Which plan includes form builder, and what setup, limits, or usage costs apply?
Scheduling
Online Booking
Which plan includes online booking, and what setup, limits, or usage costs apply?
E-commerce
Shopping Cart
Which plan includes shopping cart, and what setup, limits, or usage costs apply?
Payment Processing
Which plan includes payment processing, and what setup, limits, or usage costs apply?
Reporting
Analytics Dashboard
Which plan includes analytics dashboard, and what setup, limits, or usage costs apply?
Plan Your Budget
Published NBS subscription prices; confirm the complete configuration
with each provider
Tier
NBS
Keap
Monthly subscription
Standard: $59/mo
Confirm current plan
Annual subscription
Standard: $590/year
Confirm current plan
Custom requirements
Premium: custom
Discuss requirements
Confirm users, usage charges, integrations, setup, and support before
purchasing.
View Keap's current plans. Provider link checked October 7, 2026.
Bring These Details to the Demo
Your expected contact volume, team size, and access requirements
Required channels, consent handling, and human handoffs
Your booking process, reporting needs, and integrations
Migration scope, implementation budget, and support expectations
Compare NBS to Other CRMs
Explore questions to ask when evaluating other options