I’ve spent years helping small businesses find the perfect crm system to streamline operations and drive growth. When I first discovered Keap, I realized it had everything I needed—contact management, automated workflows, email and text campaigns, sales pipelines, landing pages, payments, appointments, and robust reporting—all in one place. If you’re ready to put your marketing and sales on autopilot, Try Keap Free for 14 days Today and see the difference.

What is Keap?

Keap is a powerful small business CRM & automation platform designed to eliminate manual tasks and streamline every aspect of your operations. It consolidates your contacts, automations, communications, pipelines, payments, appointments, and reporting into one unified dashboard. By offering a flexible drag-and-drop automation builder, Keap empowers you to nurture leads, close deals, and delight customers effortlessly.

Keap CRM System Overview

Founded in 2001 with the mission to help entrepreneurs succeed, Keap has grown into an industry-leading marketing automation software provider. Today, thousands of businesses rely on Keap to save time, increase sales, and create consistent, personalized customer experiences. Over the years, Keap has evolved its feature set with AI-driven insights, pre-built Proven Automation Templates, and integrations with over 5,000 apps—keeping pace with the changing needs of small businesses.

Pros and Cons

Pros:

• Comprehensive crm system centralizes contact and lead data.
• Drag-and-drop Automation Builder makes complex workflows simple.
• Email & text capabilities track effectiveness with deliverability reports.
• Visual sales pipeline gives clarity on deal stages.
• Landing pages and forms capture leads instantly.
• Integrated payments and invoicing boost cash flow.
• Appointment scheduling syncs with calendars and sends reminders.
• In-depth reporting measures marketing, sales, and financial performance.
• 5,000+ integrations connect Keap to your tech stack.

Cons:

• Starting price may be higher than barebones CRM alternatives.
• Learning curve for advanced automations if you’re new to platforms.

Features

Keap combines multiple best-in-class tools into one unified platform. Below are its core features:

CRM

Collect and organize lead and customer data in one place:

• Create detailed contact profiles with custom fields.
• Segment audiences based on behavior, purchase history, or demographics.
• Personalize communications at scale.

Automation Builder

Automate processes across marketing, sales, service, and operations with a flexible drag-and-drop interface:

• Build multi-step workflows that trigger based on actions or dates.
• Use pre-built Proven Automation Templates to get started fast.
• Leverage Keap AI to optimize campaign timing and content.

Email & Text

Engage contacts through integrated email and SMS campaigns:

• Design responsive templates with a visual editor.
• Schedule broadcasts or automated sequences.
• Monitor open rates, click-through rates, and deliverability in dashboards.

Sales Pipeline

Visually track deals as they progress through stages:

• Customize pipeline stages to match your sales process.
• Drag deals between stages for real-time status updates.
• Automate follow-up tasks and reminders.

Landing Pages

Capture leads with high-converting forms and pages:

• Choose from optimized templates or start from scratch.
• Embed forms on your website or share standalone URLs.
• Trigger automated follow-ups immediately after form submission.

Payments

Manage invoicing and payments without leaving Keap:

• Send quotes, invoices, and payment links.
• Accept credit cards and ACH payments.
• Track financial performance alongside sales metrics.

Appointments

Simplify scheduling with built-in or third-party calendar integrations:

• Allow contacts to book meetings based on your availability.
• Send automatic confirmations and reminders.
• Reduce no-shows and double books.

Reporting

Gain visibility into every aspect of your business:

• Track campaign performance and ROI.
• Monitor sales pipeline velocity and close rates.
• Analyze revenue trends and forecast growth.

Midway through your growth journey, you’ll discover why so many entrepreneurs choose Keap as their go-to crm system. Ready to see it in action? Try Keap Free for 14 days Today.

Keap Pricing

Keap plans start at $299 per month when billed monthly, with savings of 17% on annual billing. Each plan includes two users and 1,500 contacts by default. Additional users and contacts can be added for a fee.

Keap Scale

Ideal for growing businesses that need advanced automation and pipeline management. Highlights:

• Unlimited emails and SMS campaigns.
• Advanced reporting and sales pipeline features.
• Access to Proven Automation Templates and Keap AI.

Keap Is Best For

Whether you’re a solopreneur or managing a small team, Keap adapts to your needs:

Service Providers

Automate booking, reminders, follow-ups, and invoicing to focus on delivering value rather than chasing clients.

E-Commerce Entrepreneurs

Segment buyers, trigger abandoned cart campaigns, and upsell with targeted landing pages and offers.

Coaches & Consultants

Manage leads, schedule discovery calls, and nurture prospects with education sequences that convert.

Local Businesses

Keep track of appointments, send appointment reminders via text, and gather reviews for social proof.

Benefits of Using Keap

• Save Time: Automate repetitive tasks and free up hours each week.
• Increase Sales: Nurture leads automatically and accelerate deal closures.
• Improve Consistency: Deliver personalized experiences at every touchpoint.
• Scale Efficiently: Add users, contacts, and automations without adding manual workload.
• Stay Organized: Access real-time reporting and keep all data in one place.

Customer Support

Keap’s support team is available via email, live chat, and phone during business hours. Response times average under 24 hours, ensuring you get help when you need it.

In addition to direct support, Keap offers onboarding assistance, strategy sessions, and optional paid coaching packages to help you master the platform and maximize ROI.

External Reviews and Ratings

Most users rave about Keap’s all-in-one approach and ease of creating complex automations. On G2 and Capterra, Keap maintains an average rating of 4.3 out of 5 stars, with high marks for customer service and feature set.

Some customers mention the initial setup can be time-consuming. Keap addresses this by providing detailed tutorials, step-by-step guides, and an active user community to share best practices.

Educational Resources and Community

Keap’s resource library includes webinars, blog articles, video tutorials, and Proven Automation Templates. The community forum connects you with other entrepreneurs, partners, and certified consultants.

Whether you prefer self-paced learning or live training, you’ll find the materials and peer support necessary to optimize your use of Keap’s crm system.

Conclusion

With Keap, you can finally unify your marketing, sales, and service processes in one powerful crm system, freeing yourself to focus on delivering value to your customers. From contact management to automated follow-ups, landing pages, payments, and reporting—you have everything you need. Ready to transform your business operations? Try Keap Free for 14 days Today. Don’t wait—start automating your growth now!