In today’s competitive market, having a robust crm software is essential to streamline customer data, automate follow-ups, and drive consistent sales growth. That’s where Keap comes in. With its industry-leading marketing and sales automation capabilities, you can organize leads, foster relationships, and free up time for what matters most.

I’ve spent years exploring different solutions to keep my business running smoothly. When I discovered the comprehensive crm software features in Keap—everything from email and SMS campaigns to payment processing—I knew I’d found the tool that would let me put my marketing and sales on autopilot. When you’re ready to simplify your workflows and supercharge growth, Try Keap Free for 14 days Today.

What is Keap?

Keap is a small business CRM & automation platform designed to streamline your marketing, sales, and service processes in one place. By combining contact management, campaign automation, and performance reporting, Keap ensures every lead and customer interaction is tracked, personalized, and optimized to nurture relationships and close more deals.

Keap Overview

Founded over a decade ago with a mission to empower small businesses, Keap has grown into an industry leader in crm software and automation. Its intuitive drag-and-drop interface and pre-built Proven Automation Templates make it accessible to entrepreneurs and teams without deep technical expertise.

Today, Keap supports thousands of users across diverse industries, from coaches and consultants to e-commerce retailers. Its continuous innovation—fueled by customer feedback and real-world testing—has led to powerful AI enhancements and streamlined integrations with more than 5,000 apps.

Pros and Cons

Pros: Intuitive drag-and-drop Automation Builder empowers users to design complex workflows without coding.

Pros: Centralized crm software to manage contact data, segment audiences, and personalize outreach at scale.

Pros: Integrated email and SMS tools with real-time deliverability and performance reports.

Pros: Visual Sales Pipeline to track deals through every stage, ensuring no opportunity slips through the cracks.

Pros: Built-in landing pages, payment processing, and appointment scheduling for an all-in-one platform experience.

Pros: Over 5,000 native integrations to sync data across your tech stack and eliminate duplicate entries.

Cons: Starting price point may be higher than some basic CRM tools for solopreneurs on a tight budget.

Cons: Advanced automation features require an initial learning curve to fully leverage.

Features of This Powerful crm software

Keap brings together every tool you need to scale your business through seamless automation. Here’s a closer look at the standout features:

CRM

At the heart of Keap lies its crm software, where you collect and manage lead and customer data in one centralized database.

• Custom fields and tags to segment contacts by behavior, demographics, or purchase history
• 360-degree contact profiles capturing every email, text, and payment interaction
• Automated triggers that update records and move contacts through lifecycle stages

Automation Builder

Design automated workflows for marketing, sales, and service tasks using a flexible, drag-and-drop interface.

• Pre-built Proven Automation Templates to jumpstart your campaigns
• Conditional logic branches for personalized customer journeys
• Real-time activity monitoring to optimize and refine sequences

Email & Text

Engage leads and customers with targeted email and SMS outreach, all tracked in one platform.

• Built-in deliverability reports and A/B testing for continuous improvement
• Personalization tokens to tailor messages based on contact data
• Automated follow-up sequences that trigger based on opens, clicks, or form submissions

Sales Pipeline

Visualize your deals as they move through each sales stage, helping you forecast revenue and prioritize tasks.

• Drag-and-drop interface to update deal status
• Custom pipeline stages reflecting your unique sales process
• Automations that trigger reminders, proposals, and invoices

Landing Pages

Quickly build high-converting landing pages and forms to capture leads and drive conversions.

• Mobile-responsive templates designed for lead generation
• One-click integration with your email and automation campaigns
• Conversion tracking to measure form performance and ROI

Payments

Accept invoices and payments directly through Keap to keep your financial data in sync with customer records.

• Secure payment processing for one-time and recurring invoices
• Automated reminders for overdue invoices
• Reporting dashboards to track revenue and outstanding balances

Appointments

Streamline your calendar by integrating Keap’s scheduling features or syncing with Google and Outlook.

• Automated reminders to reduce no-shows
• Customizable booking pages that match your brand
• Time zone detection for global clients

Reporting

Gain deep insights into campaign performance, sales efficiency, and overall business health.

• Revenue and ROI dashboards for marketing and sales efforts
• Contact growth and engagement analytics
• Custom report builder to track the metrics that matter most

Keap Pricing

Keap offers flexible pricing plans to suit your business needs, backed by a 14-day free trial.

Monthly Plan

Starting at $299/month

• Includes 2 users and up to 1,500 contacts
• Full access to CRM, automation, email & text, pipeline, landing pages, payments, appointments, and reporting
• No long-term commitment—cancel anytime

Annual Plan

Save 17% when billed annually

• All features included in the monthly plan
• Ideal for growing teams ready to scale
• Priority support and onboarding resources

Keap Is Best For

Whether you’re just starting out or looking to optimize established processes, Keap adapts to your workflow.

Service-Based Businesses

Streamline client onboarding, automate appointment reminders, and keep every project on track.

Online Coaches & Consultants

Deliver personalized follow-ups, manage course enrollments, and nurture leads through targeted email sequences.

E-commerce Retailers

Recover abandoned carts, send promotional SMS blasts, and track customer purchase history in one dashboard.

Freelancers & Solopreneurs

Automate invoicing, manage proposals, and build professional landing pages without hiring a developer.

Benefits of Using Keap

• Save Time: Automate manual tasks and focus on strategy and customer relationships.
• Increase Revenue: Nurture leads with targeted campaigns that convert at higher rates.
• Improve Consistency: Deliver personalized experiences at scale, every time.
• Centralize Data: Keep all contact, sales, and financial information in one fully integrated platform.
• Scale Easily: Add users, contacts, and advanced automations as your business grows.

Customer Support

Keap’s customer support team is dedicated to your success, offering live chat, phone support, and a robust knowledge base. Response times are typically under one business hour, ensuring you never get stuck on critical tasks.

From personalized onboarding sessions to step-by-step tutorials, Keap provides the resources and guidance you need to implement automations quickly and effectively.

External Reviews and Ratings

Users consistently praise Keap for its ease of use and powerful automation features, with many noting significant time savings and revenue growth. Reviewers highlight the intuitive campaign builder, responsive support team, and seamless integrations as major advantages.

Some users mention a learning curve when diving into advanced automations, but most agree that the included templates and resources make mastering Keap straightforward.

Educational Resources and Community

Keap offers a wealth of educational content, including an official blog, video tutorials, live webinars, and an active user community. Whether you’re looking for basic setup guides or advanced automation strategies, you’ll find answers and inspiration every step of the way.

Join peer groups, participate in Q&A forums, and access Proven Automation Templates to fast-track your success with Keap.

Conclusion

Putting your marketing and sales on autopilot starts with choosing the right crm software—and Keap delivers everything a small business needs to grow faster and smarter. From powerful automation workflows to built-in payments and reporting, Keap helps you save time, increase revenue, and deliver a consistent, personalized customer experience. Ready to transform your business processes? Try Keap Free for 14 days Today