Searching for the ultimate guide to a crm system? You’ve come to the right place. I’m excited to walk you through how Keap can revolutionize your customer management and marketing automation. Ready to see it in action? Try Keap Free for 14 days Today.

Managing leads, contacts, appointments, and payments manually can eat up your time and leave gaps in your follow-up. I’ve been there, juggling spreadsheets and sticky notes while missing crucial opportunities. With over a decade in the small-business automation space, Keap has empowered thousands of entrepreneurs to streamline processes and boost sales. Now it’s your turn to experience that freedom.

What is Keap crm system?

Keap is a comprehensive crm system and marketing automation platform designed to help small and medium-sized businesses organize leads, nurture relationships, and scale revenue. It consolidates your contacts, communications, sales pipeline, payments, and scheduling into one centralized dashboard. By automating repetitive tasks—like follow-up emails, appointment reminders, and invoice generation—Keap frees you to focus on growth and customer care.

Keap crm system Overview

Founded in 2001 as Infusionsoft, the company rebranded to Keap in 2019 to reflect its dedication to simplifying automation for business owners. From a small start-up in Chandler, Arizona, it has grown into an industry leader supporting over 125,000 users worldwide. Keap’s mission is to eliminate the hassle of manual tasks so entrepreneurs can spend more time doing what they love.

Over the years, Keap has added AI-driven campaign suggestions, prebuilt Proven Automation Templates, and an expanded library of integrations. Today, it stands out for its intuitive drag-and-drop Automation Builder, robust reporting suite, and seamless email-and-text outreach tools—all wrapped in a single, powerful crm system.

Pros and Cons

Pros:

Intuitive Automation Builder: Visual, drag-and-drop workflows let you automate complex sequences without coding.

Unified CRM: Centralized contact management with audience segmentation and behavior-based tagging.

Email & Text Marketing: Integrated messaging tools with deliverability reports and performance dashboards.

Sales Pipeline: Visual deal tracking to see exactly where prospects stand in the buying cycle.

Landing Pages & Forms: Built-in capture tools that feed directly into your automation workflows.

Payments & Invoicing: Native payment processing and automated invoicing to close deals faster.

Extensive Integrations: Over 5,000 apps connect via Zapier, API, or native plugins for seamless data flow.

Cons:

Steeper learning curve for total beginners, though abundant tutorials and templates soften the ramp-up.

Pricing starts at $299/month, which may feel high for solopreneurs with tight budgets. Annual billing reduces the rate by 17%.

Features

Keap packs every tool you need into one platform. Here’s a closer look:

CRM

Collect and store customer data in a unified database:

• Custom fields for audience segmentation
• Behavioral tags triggered by clicks, replies, and purchases
• Activity history to track every touchpoint

Automation Builder

Create end-to-end workflows with simple drag-and-drop actions:

• Automate follow-up sequences based on lead score
• Trigger internal notifications and task assignments
• Build multi-step campaigns with conditional logic

Email & Text

Design and schedule personalized communications:

• Mobile responsive email templates
• SMS automation with compliance settings
• Deliverability and engagement analytics

Sales Pipeline

Visually manage deals through stages:

• Drag-and-drop deal cards
• Automated stage triggers and reminders
• Revenue forecasting reports

Landing Pages

Capture leads without coding:

• Drag-and-drop page builder
• Prebuilt templates optimized for conversion
• Automated follow-up workflows upon submission

Payments

Process payments and send invoices seamlessly:

• Accept credit cards and ACH
• Automated payment reminders and receipts
• Sales tax and subscription billing management

Appointments

Schedule meetings with integrated calendar tools:

• Connect Google, Outlook, or Keap calendar
• Automated confirmations and reminders
• Timezone detection for global clients

Try Keap Free for 14 days Today

Keap crm system Pricing

The platform starts at $299/month billed monthly, or save 17% with annual billing. Each plan includes two users and supports up to 1,500 contacts.

Monthly Plan

• Ideal for growing teams testing automation
• Full access to all core features
• Standard support and training resources

Annual Plan

• Best value for established businesses
• 17% discount on total cost
• Priority support and onboarding assistance

Keap crm system Is Best For

Small Business Owners

Streamline marketing, sales, and operations without juggling multiple apps.

Marketing Teams

Design multi-channel campaigns with sophisticated segmentation and automation.

Sales Professionals

Track deals visually and automate follow-up to close more revenue.

Service Providers

Automate appointment scheduling, reminders, and post-service feedback requests.

Benefits of Using Keap crm system

• Save Time: Automate repetitive tasks and focus on strategic growth.
• Increase Revenue: Consistent follow-up workflows convert more leads into customers.
• Enhance Customer Experience: Deliver personalized messages based on real-time behavior.
• Gain Clarity: Visual dashboards provide insights into sales and marketing performance.
• Scale Easily: Proven Automation Templates speed up campaign launch.

Customer Support

Keap’s support team is available via live chat, email, and phone during business hours. Their average response time is under an hour, ensuring you stay unblocked as you set up automations and campaigns.

Beyond technical help, Keap provides onboarding specialists and a library of webinars, tutorials, and community forums. Whether you’re building your first funnel or fine-tuning a complex sequence, expert guidance is always within reach.

External Reviews and Ratings

Users often praise Keap’s robust automation features, intuitive interface, and all-in-one approach. Many highlight the time savings achieved by eliminating manual follow-ups. Some note the initial learning curve, but agree the investment pays off quickly once campaigns are live. Occasional feedback calls for more out-of-the-box templates, a gap remedied by Keap’s expanding Proven Automation Library.

Educational Resources and Community

Keap offers an extensive knowledge base with step-by-step tutorials, video walkthroughs, and best-practice guides. The award-winning Keap blog covers marketing strategies, automation tactics, and success stories. You’ll also find live webinars, certification programs, and a vibrant user community where peers exchange tips and templates.

Conclusion

Implementing a powerful crm system like Keap can transform your business by automating manual tasks, improving follow-up consistency, and providing crystal-clear performance insights. From capturing leads to closing deals and nurturing lifelong customers, Keap centralizes every workflow.

Ready to streamline your operations and unlock growth? Try Keap Free for 14 days Today and experience hands-off automation that scales with your ambitions.