Searching for the ultimate guide to a crm system? You’ve just landed in the right place. Right off the bat, if you’re looking to put your marketing and sales on autopilot, you’ll want to check out Keap. I’ve spent years helping small businesses streamline their processes, and I can confidently say Keap is a standout solution for any team ready to transform leads into sales without drowning in manual tasks.

I know how frustrating it can be to juggle contact lists, email campaigns, follow-ups, and reporting—all while trying to grow revenue. Keap has been around since 2001, serving over 100,000 businesses worldwide, and has earned accolades for ease of use and innovation. With a 14-day free trial, you have nothing to lose. Try Keap Free for 14 days Today and see how an automated CRM system can catapult your business forward.

What is Keap?

Keap is a comprehensive sales and marketing automation platform built around a powerful crm system. It consolidates lead capture, contact management, campaign automation, and reporting into one unified solution. At its core, Keap enables entrepreneurs and small businesses to:

• Store all customer and prospect data in a centralized CRM
• Automate follow-ups via email and SMS
• Visually track deals through a customizable sales pipeline
• Create landing pages and forms to capture new leads
• Process invoices and payments seamlessly
• Schedule appointments with automatic reminders

Keap Overview

Keap was founded in 2001 with a mission to empower small businesses by eliminating repetitive tasks and freeing entrepreneurs to focus on growth. Over two decades, the platform has evolved from a simple CRM to an all-in-one business automation suite.

Notable milestones include:

• 2003: Launched email marketing capabilities
• 2011: Introduced advanced automation builder with drag-and-drop workflows
• 2015: Enhanced SMS integration and appointment scheduling
• 2020: Rolled out AI-driven campaign suggestions and proven automation templates

Today, Keap serves solopreneurs, agencies, and growing teams across industries like coaching, e-commerce, health services, and professional services. Its user base praises Keap’s intuitive interface and scalable automations that adapt to complex business needs.

Pros and Cons

Pros:

1. Centralized CRM: All contact data, communication history, and deal stages live in one place for effortless visibility.

2. Powerful Automation Builder: Drag-and-drop workflows let you automate sequences for marketing, sales, and service without coding.

3. Multi-Channel Communication: Integrated email and SMS messaging keep prospects engaged and boosts open rates.

4. Visual Sales Pipeline: A clear, kanban-style pipeline allows you to track deal progress and forecast revenue.

5. Landing Pages & Forms: Pre-built templates help you capture leads quickly and trigger follow-up actions automatically.

6. Payment Processing: Built-in invoicing and payment links streamline billing and track financial performance.

7. Appointment Scheduling: Sync calendars, set reminders, and reduce no-shows with automated notifications.

8. Reporting Dashboard: Real-time insights into campaign performance, pipeline health, and revenue trends.

Cons:

1. Pricing can be steep for startups on a tight budget.

2. Initial learning curve to master advanced automations.

Features

Keap’s robust feature set is designed to grow with your business. Below are the core modules that make it a leading crm system:

CRM

The foundation of Keap is its CRM, which collects lead and customer data in one centralized database. You can:

• Create custom fields to segment contacts by preferences and behavior
• Tag contacts automatically based on actions or interests
• Track communication history across emails, SMS, and calls
• Score leads to prioritize high-value prospects

Automation Builder

Design automated workflows to handle repetitive tasks across marketing, sales, and service:

• Visual, drag-and-drop editor to map out multi-step sequences
• Conditional branching (if/then logic) to personalize customer journeys
• Pre-built Proven Automation Templates for common use cases
• Keap AI to suggest best steps based on industry benchmarks

Email & Text

Communicate where your audience prefers:

• Embed dynamic content for personalized email campaigns
• Send automated SMS reminders, follow-ups, and promotions
• Track open and click-through rates with deliverability reports
• A/B testing to optimize subject lines and messaging

Sales Pipeline

Visualize deals moving through your process:

• Custom pipeline stages to match your unique sales cycle
• Drag deals forward or backward with a simple interface
• Forecast revenue by summing deal values by stage
• Automated reminders for next-step follow-ups

Landing Pages

Capture leads without a developer:

• Responsive templates optimized for conversion
• Embedded forms that feed directly into your CRM
• Trigger automations on form submission
• Custom domains and tracking scripts supported

Payments

Streamline invoicing and collections:

• Create branded invoices and payment links
• Accept credit cards, ACH, and digital wallets
• Automate payment reminders for overdue invoices
• Monitor transaction history and fees in dashboards

Appointments

Say goodbye to back-and-forth scheduling:

• Sync with Google or Outlook calendars
• Set availability windows and buffer times
• Send automatic reminders via email and SMS
• Allow clients to self-book meetings online

Reporting

Make data-driven decisions:

• Pre-configured dashboards for marketing ROI, pipeline health, and revenue
• Custom report builder for specific metrics
• Scheduled reports delivered to your inbox
• Integrate with external BI tools via API

Keap Pricing

Keap starts at $299/month when billed monthly. An annual plan saves you 17% over the year. Both plans include:

• 2 users
• 1,500 contacts
• Access to all core CRM and automation features
• Email and SMS capabilities
• Pipeline management, landing pages, payments, appointments, and reporting

Monthly Plan

Price: $299 per month

Ideal for solopreneurs and small teams looking for flexibility.

• No long-term commitment
• Access to new feature releases immediately
• Scales up as you add contacts or users

Annual Plan

Price: $2,972 per year (equivalent to $247/month)

Perfect for businesses ready to invest in growth.

• Save 17% compared to monthly billing
• Priority support response times
• Annual strategy session included

Keap Is Best For

Whether you’re just getting started or scaling rapidly, Keap fits a variety of business needs:

Solopreneurs

If you’re juggling everything yourself, Keap automates follow-ups so leads don’t slip through the cracks. Spend more time doing what you love and less time on admin.

Small Businesses

Teams of 2–10 can use Keap to delegate tasks, manage shared pipelines, and maintain consistent communication with prospects and clients.

Growing Teams

As you hire sales reps and support staff, Keap scales with roles, permissions, and increased contact capacity. Keep processes standardized and transparent.

Benefits of Using Keap

• Save Time: Automate repetitive tasks so you can focus on strategy and relationship building.
• Increase Revenue: Nurture leads with targeted campaigns that convert more prospects into paying customers.
• Consistent Experience: Deliver personalized messages based on customer actions and preferences.
• Better Data: Centralized contact records eliminate manual entry errors and provide a single source of truth.
• Scalability: Add users, contacts, and advanced automations as your business grows.
• Peace of Mind: Automated reminders and follow-ups ensure no opportunity is missed.

Customer Support

Keap offers multi-channel support including email, live chat, and phone. Their average response time is under two hours during business hours. The support team is trained to assist with both technical queries and strategic guidance, ensuring you get the most out of the platform.

In addition to direct support, Keap provides dedicated onboarding specialists, strategy calls, and a comprehensive knowledge base filled with tutorials, FAQs, and troubleshooting guides.

External Reviews and Ratings

Users on G2 and Capterra consistently rank Keap highly for ease of use and customer support. Many praise the drag-and-drop automation builder and robust reporting tools.

Some criticisms include occasional email deliverability tweaks and the initial setup complexity for advanced workflows. Keap addresses these concerns with regular platform updates and newly published help articles designed to guide users step by step.

Educational Resources and Community

Keap maintains an active blog featuring best practices, case studies, and marketing tips. Weekly webinars cover topics from basics to advanced automation strategies. The Keap community forum connects you with fellow entrepreneurs sharing templates, scripts, and advice.

Additionally, Keap’s partner directory lists certified consultants who can assist with custom implementations, ensuring you never feel alone on your automation journey.

Conclusion

Implementing a powerful crm system is the first step toward smarter growth, and Keap delivers an all-in-one solution that’s as flexible as it is robust. From lead capture and nurturing to sales pipelines and payments, you have every tool needed to create a seamless customer experience. Ready to automate your marketing and sales? Try Keap Free for 14 days Today and see firsthand how effortless business automation can drive revenue.

Try Keap Free for 14 days Today and start transforming leads into sales with confidence.