Searching for the ultimate guide to crm software? You’ve come to the right place. In this comprehensive post, we’ll uncover how Keap streamlines your marketing and sales on autopilot, transforming manual tasks into automated workflows. Ready to supercharge your growth? Try Keap Free for 14 days Today and experience the difference.

You know the pain of juggling endless contacts, manual follow-ups, and scattered data. I’ve been there too—losing leads in inbox clutter and missing revenue opportunities. That’s why I trust Keap: a proven CRM and automation platform powering thousands of small businesses. With robust features, personalized support, and pre-built templates, Keap helps you save time, nurture customers, and boost sales without manual effort.

What is Keap?

Keap is a feature-rich crm software and marketing automation solution designed for small businesses. It combines contact management, email and text messaging, sales pipeline tracking, landing page creation, payment processing, appointment scheduling, and detailed reporting into one unified platform. Whether you’re capturing new leads, nurturing prospects, or closing deals, Keap automates each step to deliver a seamless customer experience.

Keap Overview

Founded with a mission to make business automation accessible, Keap has grown from a startup into a leading small business platform. Over the years, it has helped over 125,000 businesses save billions of hours in manual tasks. Their drag-and-drop Automation Builder, industry-leading deliverability, and personalized support have earned them accolades and rave reviews across the small business community.

Today, Keap continues to innovate with AI-powered features and an expanding app marketplace. From pre-built Proven Automation Templates to advanced reporting, they’re dedicated to helping entrepreneurs focus on growth instead of busywork.

Pros and Cons

Pros:

Comprehensive Automation: Automate workflows across marketing, sales, and service with a drag-and-drop builder.

Unified CRM: Centralize contacts, segment audiences, and personalize communications from one dashboard.

Email & Text Campaigns: Automate email/SMS sequences and track performance with deliverability reports.

Visual Sales Pipeline: Monitor deals at each stage and forecast revenue with clarity.

Landing Pages & Forms: Capture leads, trigger automations, and convert prospects with customizable templates.

Integrated Payments: Process invoices, subscriptions, and payments natively, syncing financial data automatically.

Appointment Scheduling: Sync calendars, automate reminders, and reduce no-shows.

Extensive Integrations: Connect to over 5,000 apps, syncing data and eliminating manual entry.

Cons:

Steeper learning curve for advanced automations—may require onboarding support.

Pricing starts at $299/month, which might be high for solopreneurs on a tight budget.

Features

Keap’s suite of features is built to automate every step of your business: from lead capture to customer retention. Below are the core capabilities:

CRM

Keap CRM centralizes all lead and customer data in one place. You can:

• Import contacts seamlessly or capture them via forms and landing pages.
• Segment audiences by behavior, purchase history, and custom tags.
• Personalize communication based on contact type and lifecycle stage.

Automation Builder

The drag-and-drop Automation Builder lets you create complex workflows without coding. Use it to:

• Trigger email/SMS sequences based on actions or dates.
• Assign tasks to team members when a contact reaches a stage.
• Update tags, pipelines, and lead scores automatically.

Email & Text

Stay top-of-mind with automated messages:

• Design responsive email campaigns with a built-in editor.
• Send and schedule follow-up texts for higher engagement.
• Track opens, clicks, and deliverability in real time.

Sales Pipeline

Visualize your sales process with a drag-and-drop pipeline board:

• Create multiple pipelines for different products or services.
• Automate deal movements based on contact actions.
• Generate forecasts and monitor revenue goals.

Landing Pages

Quickly build forms and pages to capture leads:

• Choose from proven templates optimized for conversions.
• Customize branding, fields, and calls to action.
• Automate follow-up sequences as soon as a prospect submits a form.

Payments

Keap handles payment collection natively:

• Send invoices or payment links in emails and texts.
• Automate reminders for unpaid balances.
• Track transactions and revenue in dashboards.

Appointments

Streamline meeting scheduling:

• Integrate with Google Calendar or Outlook.
• Offer time slots to contacts via personalized links.
• Send automated reminders to reduce no-shows.

Reporting

Measure every aspect of your sales and marketing:

• Dashboards for campaign performance, pipeline health, and financial metrics.
• Customizable reports to track KPIs crucial to your business.
• Export data for deeper analysis.

Keap Pricing

Choosing the right plan depends on your team size, contact database, and feature requirements. Here’s a snapshot:

Essentials Plan

Starting at $299/month. Ideal for small teams just getting started with automation.

• 2 users, 1,500 contacts included.
• Basic CRM, email & text, automation builder.
• Landing pages, invoices, and appointments.

Growth Plan

Starting at $499/month. Best for growing businesses needing advanced automation and pipelines.

• Up to 3 users, 2,500 contacts included.
• Enhanced reporting, advanced automation funnels.
• Priority support and custom onboarding templates.

Pro Plan

Starting at $799/month. Suited for businesses scaling rapidly with complex workflows.

• Up to 5 users, 10,000 contacts included.
• All Growth features plus lead scoring and phone support.
• Access to Keap AI features for predictive recommendations.

Save 17% when billed annually on all plans, plus additional discounts for non­profits and partners. Mid-article CTA: Try Keap Free for 14 days Today.

Keap Is Best For

Automation can benefit various audience types. Here’s who gains the most from Keap:

Service-based Small Businesses

Consultants, coaches, and agencies can automate lead nurturing, scheduling, and invoicing to focus on delivering results instead of chasing payments.

E-commerce Entrepreneurs

Online stores can recover abandoned carts, upsell customers with automated emails, and collect payments without third-party tools.

Local Retailers

Brick-and-mortar shops can capture email/SMS subscribers in-store, send promotions, and track ROI from each campaign.

Professional Firms

Legal, accounting, and financial services firms can streamline client onboarding, appointment reminders, and custom workflows for compliance.

Benefits of Using Keap

• Save Time: Automate repetitive tasks across marketing, sales, and service.
• Increase Revenue: Nurture leads more effectively and close deals faster with drip campaigns and pipeline automation.
• Better Data Management: Centralize contacts, tags, and custom fields to personalize at scale.
• Enhanced Customer Experience: Deliver timely, relevant communications via email, text, and appointments.
• Scalability: Grow your user count, contacts, and complexity without adding overhead.
• Team Collaboration: Assign tasks, share pipelines, and track performance in one place.

Customer Support

Keap provides responsive support through multiple channels, including live chat, phone, and email. Their knowledge base, video tutorials, and community forum are updated regularly to address common questions and best practices.

For higher-tier plans, customers enjoy priority support and dedicated onboarding specialists who guide you through building automations and optimizing workflows, ensuring you get the most out of the platform.

External Reviews and Ratings

On G2 and Capterra, Keap earns average ratings of 4.3/5 and 4.1/5 respectively. Users praise its all-in-one functionality, ease of use once set up, and exceptional customer service. Many highlight time savings and revenue growth after implementing automated sequences.

Some reviews note a learning curve when designing complex automations and occasional UI refreshes. Keap addresses this with updated tutorials and regular platform enhancements based on user feedback.

Educational Resources and Community

Keap’s resource hub features webinars, certified training programs, and an active user community. You’ll find:

• Step-by-step tutorials for building campaigns and integrations.
• Weekly live Q&A sessions with automation experts.
• Community forums to share tips, templates, and best practices.
• Industry-specific Proven Automation Templates to jumpstart growth.

By leveraging these resources, you can accelerate your learning curve and start seeing ROI within weeks of signing up.

Conclusion

Implementing the right crm software and automation strategy can transform your business, freeing you from manual tasks and empowering you to focus on growth. Keap combines a robust CRM, powerful automation builder, multi-channel messaging, and native payments to deliver a seamless, end-to-end experience. Whether you’re a solopreneur or a growing team, Keap scales with your needs, helping you nurture leads, close deals, and delight customers.

Ready to put your marketing and sales on autopilot? Try Keap Free for 14 days Today and discover how simple business automation can be.