Searching for the ultimate guide to invoicing software? You’ve come to the right place. In my search for a solution that ties together CRM, marketing automation, and seamless payment workflows, I discovered Keap. This platform transforms manual billing processes into an automated revenue engine from day one.

If you’re struggling with late payments, fragmented customer data, or time-consuming follow-ups, Keap’s all-in-one automation suite can change the game. Try Keap Free for 14 days Today and experience how effortless invoicing becomes when you eliminate repetitive tasks and keep your cash flow on track.

What is Keap Invoicing Software?

Keap is a comprehensive small business CRM and automation platform that streamlines your invoicing, payments, and client communications. Unlike standalone billing tools, Keap integrates contact management, email and SMS marketing, sales pipelines, landing pages, and payment processing into one cohesive system. By automating reminders, invoice generation, and follow-up sequences, Keap helps you get paid faster and keep your financial data in sync across your entire tech stack.

Keap Overview

Founded in 2001, Keap has evolved from a simple contact management tool into a feature-rich automation powerhouse trusted by over 125,000 businesses worldwide. Its mission is to empower small business owners with enterprise-level technology that scales as they grow. Over the years, Keap has introduced drag-and-drop automation builders, AI-driven campaign suggestions, and thousands of integrations—including QuickBooks, Stripe, and PayPal—to ensure seamless invoicing and reporting.

With accolades from G2 and Capterra, and a reputation for top-notch customer support, Keap continues to innovate. Whether you’re just starting or managing hundreds of recurring invoices, the platform’s flexibility adapts to your workflow without requiring code or complex setup.

Pros and Cons of Invoicing Software with Keap

Pro: All-in-one platform combining CRM, marketing, sales, and payments.

Pro: Drag-and-drop Automation Builder simplifies complex workflows.

Pro: Automated email and text reminders reduce late payments.

Pro: Visually track deals and invoice statuses in a customizable pipeline.

Pro: Over 5,000 integrations ensure data sync across apps.

Pro: Native payments module streamlines invoicing and financial reporting.

Con: Starting price may be steep for solopreneurs on a tight budget.

Con: Learning curve for advanced automation features.

Features

Keap’s robust feature set makes it more than an invoicing software. Here’s a closer look:

CRM

Collect and organize lead and customer data in one central database.

• Segment audiences by behavior, purchase history, or custom tags.
• Personalize invoice reminders and follow-ups for each contact.
• Unified view of interactions, payments, and communications.

Automation Builder

Design end-to-end workflows with a visual, drag-and-drop interface.

• Trigger invoice creation when deals reach a specific pipeline stage.
• Send automated reminders for unpaid or overdue invoices.
• Conditional logic to route contacts based on payment status.

Email & Text

Automate personalized messages to boost engagement and on-time payments.

• Pre-built invoice reminder templates you can customize.
• Deliverability reports to optimize subject lines and content.
• Two-way text conversations for quick client follow-up.

Sales Pipeline

Visually manage deal progression and link payments to revenue goals.

• Custom stages for proposals, billing, and collections.
• Drag-and-drop interface for quick status updates.
• Revenue forecasting based on paid vs. outstanding invoices.

Landing Pages

Capture new prospects or upsell existing clients with embedded payment forms.

• Pre-made templates for service quotes and product orders.
• Integrated follow-up sequences after form submission.

Payments

Accept credit cards, ACH, and digital wallets directly within Keap.

• Automate invoice generation and payment tracking.
• Consolidated financial dashboard for revenue insights.

Appointments

Sync calendars, book meetings, and automatically remind clients.

Reporting

Track sales, marketing, and financial performance in real time.

Keap Invoicing Software Pricing

Keap offers flexible plans designed to scale with your business:

Pro Plan

Starting at $299/month (billed monthly).

• Ideal for teams up to 2 users with 1,500 contacts.
• Includes full CRM, automation, email & text, pipeline, landing pages, payments, appointments, and reporting.

Annual Discount

Pay annually and save 17% on your subscription. Perfect for businesses ready to commit and grow.

Ready to simplify billing and get paid faster? Try Keap Free for 14 days Today and see how automation transforms your cash flow.

Keap Is Best For

Automation meets every stage of the customer journey. Keap is especially valuable for:

Small Business Owners

Streamline invoicing, client follow-up, and marketing without hiring extra staff.

Service Providers

Automate appointment reminders, generate invoices post-session, and reduce no-shows.

Online Retailers

Create cart abandonment sequences, send order confirmations, and upsell customers.

Agencies

Manage multiple client pipelines and recurring billing from one dashboard.

Benefits of Using Keap Invoicing Software

When you switch to Keap, you unlock:

• Faster Payments: Automated reminders cut down on late invoices and accelerate cash flow.
• Time Savings: Eliminate repetitive tasks so you can focus on growth.
• Better Organization: Centralized data prevents lost invoices and miscommunications.
• Scalable Growth: Easily add new automation workflows as you onboard clients.
• Data-Driven Decisions: Robust reporting reveals which clients pay fastest and which campaigns boost revenue.

Customer Support

Keap’s support team is known for quick, personalized responses. You can access help via live chat, phone, or email, and get assistance with onboarding, campaign setup, or troubleshooting your automations.

In addition, Keap offers a dedicated knowledge base, video tutorials, and weekly webinars—so whether you’re a beginner or an advanced user, you’ll find the guidance you need to optimize your invoicing software setup.

External Reviews and Ratings

Users praise Keap for its intuitive automation builder and unified payments dashboard. Many highlight how overdue invoices dropped by over 50% within weeks of implementation. A handful of reviewers mention an initial learning curve, but agree that the payoff in saved hours and improved cash flow is well worth the effort.

Educational Resources and Community

Keap’s official blog features expert articles on invoicing best practices, email deliverability tips, and payment optimization strategies. The platform also hosts live workshops, certification courses, and an active user forum where thousands of entrepreneurs share automation templates and troubleshooting advice.

Conclusion

Automating your billing process with an all-in-one invoicing software and CRM like Keap is the fastest way to improve cash flow, reduce manual tasks, and deliver a consistent client experience. From automated invoice reminders to integrated payment processing and reporting, Keap gives you everything you need in a single platform. Ready to transform how you manage your invoices? Try Keap Free for 14 days Today.