Keap CRM Review – The Ultimate All-in-One CRM and Automation Solution

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At a Glance

4.5/5




Overview


Keap CRM is an all-in-one CRM, marketing automation, and sales platform designed to help small businesses streamline customer interactions, automate workflows, and accept payments online effortlessly. Whether you need to send invoices, manage leads, or run automated email campaigns, Keap provides an intuitive solution to grow your business.

If you’re looking for a powerful CRM platform that combines client management, invoicing software, and email marketing automation, keep reading to see if Keap is the right fit for you.

Service Type: All-in-One CRM with Marketing Automation and Payment Processing

Fees: Starting at $249/month (when billed annually at $2,988/year)

Includes 2 users and 1,500 contacts

Additional users and contacts available at extra cost

Learn More

As a small business owner, managing customer relationships, handling invoices, and running marketing campaigns can quickly become overwhelming. Many businesses struggle with client tracking software, online invoicing, and automated lead follow-ups, often using multiple disconnected tools.

This is where Keap CRM shines. It eliminates the need for separate client management systems, CRM with text messaging, email marketing automation software, and invoicing software by combining everything into one business automation tool. With Keap CRM, you can create invoices, send automated emails, track leads, and process payments seamlessly—all within a single platform.

What is Keap CRM?

Keap CRM is a powerful, all-in-one customer relationship management system that combines CRM automation, invoicing, sales funnel management, and marketing automation tools.

It allows businesses to:
✅ Manage contacts and leads with an intuitive CRM database
✅ Send invoices and collect payments via Stripe, PayPal, or credit card
✅ Automate marketing and sales with email CRM, text messaging, and lifecycle marketing
✅ Track customer interactions and manage appointments efficiently
✅ Build automated sales funnels to nurture leads and close deals faster

Whether you’re a small business, mortgage broker, or service-based entrepreneur, Keap helps you increase efficiency, close more deals, and grow your business effortlessly.

Signup for free today!

Keap CRM Overview

Keap, originally known as Infusionsoft, was founded in 2001 by Scott and Eric Martineau. The company started as an email marketing and CRM software for small businesses and has since evolved into a full-featured business automation platform.

Headquartered in Chandler, Arizona, Keap has helped over 200,000 small businesses automate their marketing, sales, and payment processes. Their mission is simple: help entrepreneurs grow with fewer headaches by automating repetitive tasks like follow-ups, invoicing, and email marketing.

Pros and Cons

Pros

All-in-One CRM & Marketing Automation (No need for separate tools)
Easy Invoicing & Payment Processing (Accept payments online instantly)
Powerful Sales Funnel Automation (Convert leads with automated follow-ups)
CRM with Text Messaging & Email Automation (Engage leads via SMS & email)
Customizable Workflows & Integrations (Works with QuickBooks, Stripe, Zapier)
User-Friendly Interface (Ideal for small businesses & non-tech users)

Cons

Pricing Starts at $249/month (Higher than some competitors)
Limited Free Trial (No forever free plan, just a trial)
Learning Curve for Advanced Features (May take time to master automation tools)

Key Features of Keap CRM

Keap CRM is packed with features designed to automate business operations and improve efficiency. Here’s a deep dive into its most important features:

🔹 CRM & Client Management

  • Store unlimited customer data in a secure CRM database

  • Track interactions, notes, tasks, and upcoming appointments

  • Assign leads to team members and manage sales pipelines

🔹 Marketing Automation & Email CRM

  • Automated email marketing campaigns with pre-built templates

  • CRM with automated emails for follow-ups and nurturing leads

  • Text messaging automation to send reminders and promotions

🔹 Sales Funnels & Lead Management

  • Create a sales funnel with lead capture forms and landing pages

  • Automate follow-ups using email lead generation tools

  • Sales funnel management to track leads and conversions

🔹 Invoicing & Payment Processing

  • Send invoices online and accept payments via Stripe, PayPal, or credit cards

  • Automate recurring billing for subscription-based businesses

  • Track invoice payments and receive alerts for overdue invoices

🔹 Appointment Scheduling & CRM with Text Messaging

  • Automated appointment booking with calendar integration

  • CRM with texting to send reminders and confirmations

  • Reduce no-shows with automated follow-ups

keap CRM Pricing

💡 Annual plans offer a 17% discount!

Plan Monthly Fee Annual Fee User Included Contacts
Starter $249/ $2988 2 Users 1,500 contacts
Pro Custom pricing Custom pricing More users More contacts

Plan

Break down the plan

Keap CRM is Best For:

  • Small Business Owners: Manage clients, leads, and invoices from one dashboardAutomate follow-ups and accept credit card payments instantly
  • Mortgage Brokers & Loan Officers: Use mortgage CRM tools to nurture leads and track applicationsAutomate appointment booking and send invoices for consultations
  • Freelancers & Consultants: Send invoices online and get paid instantlyUse email marketing automation to engage clients

Key Takeaways

Best for small businesses, freelancers & mortgage brokers
Automates client management, invoicing & email marketing
Starting price: $249/month
Built-in payment processing & text messaging CRM
17% discount on annual plans
Powerful sales funnel management & automation

Learn More

Benefits of Using Keap CRM

  • Automates repetitive tasks:Many small business owners waste hours every week manually following up with leads, sending invoices, and tracking payments. Keap eliminates this by automating routine tasks such as:

    Follow-up emails after a prospect fills out a form or subscribes to your newsletter.

    Appointment reminders to reduce no-shows.

    Automatic invoicing for repeat customers or subscription-based businesses.

    Task assignments based on customer actions (e.g., a sales rep is notified when a lead is ready to convert).

  • Helps Increase Revenue & Improve Sales Conversions: Keap CRM ensures no lead slips through the cracks by:Sending instant follow-up messages after a lead fills out a form.

    Automating personalized email sequences to engage cold leads.

    Scoring leads based on their actions (e.g., visiting your pricing page multiple times).

    A study found that 75% of sales go to the first company that follows up—Keap ensures you’re always first!

  • Reduces Missed Opportunities & Improves Customer Engagement: Many businesses lose leads simply because they forget to follow up. Keap automates the entire follow-up process:If a prospect opens your email but doesn’t reply, Keap can send a gentle reminder.

    If a lead downloads a free resource, Keap follows up with additional content.

    If a customer hasn’t purchased in months, Keap sends a re-engagement email or a discount offer.

  • Eliminates Manual Invoicing & Streamlines Payment Collection: Keap automates the entire billing process:
    ✅ Send invoices instantly when a service is completed.
    ✅ Set up automatic reminders for overdue payments.
    ✅ Offer one-click payment options via Stripe, PayPal, or credit card.
    ✅ Automate recurring billing for subscription-based businesses.

Customer Support

Keap offers live chat, phone support, and a knowledge base. Their support team is responsive and well-rated, making it easy to resolve any issues.

External Reviews & Ratings

Site Rating
Trustpilot 4.2




G2 Rating 4.2




Capterra rating 4.1




Keap makes it very easy for our organization to keep up to date on any customers or tasks. The email campaigns make setting up a marketing campaign super easy. I can set tasks for a coworker without having to reach out to them or email them.

Now that you know the overall ratings, I want to cover some specific reviews. Here are some reviews from users who have experienced the platform firsthand:

We use KEAP as a CRM tool. The application is really very user-friendly. The interface is easy to navigate, even for the new users. The automation functionalities are very efficient. It integrates from lead capture to sales automation in one breath. It’s just brilliant.

Wonderful tool with all in one place feature. The best part is integration with other tools, and functionalities like scheduling, email, quotes, automation.

One of the best things about Keap is the large number of integrations with other solutions, this makes it a resource for creative campaigns and business solutions.

Educational Resources and Community in Keap

Keap provides a wealth of educational resources and community support to help users get the most out of the platform. Whether you’re new to CRM software or a seasoned business owner looking to optimize automation, Keap offers various learning materials and community-driven platforms to support your growth.

  • Keap Academy – Learn at Your Own Pace: Keap Academy is an online learning portal offering self-paced courses and training to help users master CRM, automation, and sales strategies.
    What You Get in Keap Academy:

    ✅ Step-by-step video tutorials on setting up automation, managing contacts, and optimizing workflows.
    ✅ Live training webinars with industry experts to teach advanced CRM strategies.
    ✅ Practical exercises & quizzes to reinforce learning.
    ✅ Certification programs to become a Keap expert and improve your skills.

    💡 Best For: Small business owners, marketers, and sales teams looking to learn CRM automation at their own pace.

  • Keap Help Center – Instant Answers to Common Questions: CKeap’s Help Center is a knowledge base filled with FAQs, troubleshooting guides, and tutorials.
    What You Can Find in the Help Center:

    ✅ Step-by-step setup guides for Keap CRM, automation, and payments.
    ✅ How-to articles for common challenges like email marketing, invoicing, and lead management.
    ✅ Searchable database with answers to frequently asked questions.

    💡 Best For: Users who prefer self-service support and want quick solutions without waiting for customer support.

  • Keap Community – Connect with Other Users: The Keap Community is an online forum where users can ask questions, share insights, and learn from fellow entrepreneurs.
    What You Get in the Keap Community:

    ✅ Engage in discussions with other Keap users.
    ✅ Get real-world solutions from experienced members.
    ✅ Learn automation hacks and CRM best practices.
    ✅ Join exclusive user groups based on industry and business type.

    💡 Best For: Entrepreneurs and small business owners who want to network and get peer-to-peer support.

  • Keap Blog – Actionable Business & Marketing Insights: Keap’s official blog offers insightful articles, case studies, and expert tips on small business growth, automation, and CRM strategies.
    Topics Covered in the Keap Blog:

    ✅ Small business marketing & automation strategies.
    ✅ Sales funnel optimization techniques.
    ✅ Case studies from real businesses using Keap.
    ✅ Productivity and time-management tips for business owners.

    💡 Best For: Business owners and marketers looking for expert insights to grow their businesses.

  • Keap YouTube Channel – Video Tutorials & Success Stories: Keap maintains an active YouTube channel with video tutorials, feature updates, and customer success stories.
    What You Get on Keap’s YouTube Channel:

    ✅ Detailed walkthroughs on CRM setup and automation.
    ✅ Interviews with successful Keap users sharing their growth strategies.
    ✅ Live Q&A sessions where users can ask questions.
    ✅ New feature announcements with demonstrations.

    💡 Best For: Visual learners who prefer watching tutorials over reading guides.

Alternatives

🔹 HubSpot CRM

  • More affordable CRM platform

  • Free plan available

🔹 ActiveCampaign

  • Stronger email automation features

  • No built-in invoicing system

Conclusion

Try Keap Free for 14 days Today!


Get Started Today

Keap CRM is an all-in-one client management system designed for small businesses, entrepreneurs, and service providers to streamline operations, automate tasks, and enhance customer relationships. It combines CRM, email marketing automation, invoicing, and payment processing in a single platform, allowing users to capture leads, nurture clients, manage sales funnels, and get paid seamlessly.

With powerful sales and marketing automation, Keap eliminates repetitive tasks like follow-ups, appointment scheduling, and lead tracking, ensuring businesses stay organized and focused on growth. Its integrated invoicing system allows users to send invoices, accept credit card payments instantly, and manage recurring payments effortlessly.

Keap offers a user-friendly interface, extensive integrations, and robust customer support, making it an ideal choice for businesses looking to scale efficiently. With Keap Academy, a resourceful Help Center, webinars, and a thriving user community, users can master the platform quickly and maximize its potential.

Whether you’re a freelancer, coach, consultant, or small business owner, Keap CRM helps you automate workflows, close more deals, and get paid faster—all while keeping client interactions personalized and seamless. 🚀

Service Type: All-in-One CRM with Marketing Automation and Payment Processing

Fees: Starting at $249/month (when billed annually at $2,988/year)

Includes 2 users and 1,500 contacts

Additional users and contacts available at extra cost

Frequently Asked Questions

Keap CRM is an all-in-one customer relationship management (CRM) and marketing automation platform designed for small businesses, freelancers, and service providers. It helps users capture leads, manage contacts, automate follow-ups, send invoices, accept payments, and streamline sales and marketing—all from one centralized system

Yes! Keap CRM integrates with popular business tools such as Stripe, PayPal, QuickBooks, Zapier, Calendly, Gmail, Outlook, and social media platforms. These integrations allow users to automate workflows, sync data, process payments, and enhance their marketing and customer management strategies seamlessly.

Keap CRM pricing starts at $249 per month (billed annually) for 2 users and up to 1,500 contacts. The cost varies based on the number of users and contacts, with discounts available for annual billing. It also offers a 14-day free trial so users can explore its features before committing to a paid plan.

About The Author

Davis is a graduate computer scientist and passionate about finance, trading, entrepreneurship, marketing and sales.