Searching for the ultimate guide to crm software? You just landed on the right page. In today’s fast-paced small business environment, staying on top of leads, customer data, and follow-ups can feel overwhelming. That’s where Keap comes in, offering an all-in-one platform to automate your marketing, sales, and operations so you can focus on what you do best.

Feeling bogged down by repetitive tasks and siloed tools? You’re not alone. Many businesses struggle with fragmented systems that cost time and create data gaps. With Keap’s proven track record—helping tens of thousands of small businesses grow—and a Try Keap Free for 14 days Today offer, you’ll have the support and automation you need to streamline every workflow and boost revenue.

What is Keap CRM Software?

Keap is a feature-rich crm software and automation platform designed for small businesses. It centralizes contact data, segments audiences, and automates follow-ups via email and SMS. By combining a powerful CRM with drag-and-drop automation, Keap simplifies lead management, nurtures prospects, and closes more deals without manual effort.

Keap CRM Software Overview

Founded in 2001, Keap set out to solve one core problem: manual, repetitive tasks draining business growth. Over two decades, it has evolved into an industry leader, serving over 125,000 customers worldwide. With continuous innovation—like AI-powered suggestions and pre-built automation templates—Keap remains committed to empowering entrepreneurs.

The company’s mission is clear: put marketing and sales on autopilot so you can focus on your passion. Milestones include launching the Automation Builder, expanding to 5,000+ integrations, and earning accolades from G2 and Capterra for its usability and customer support excellence.

Pros and Cons of Keap CRM Software

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

Pro: Intuitive drag-and-drop Automation Builder requires no coding.

Pro: Integrated email and SMS campaigns with deliverability dashboards.

Pro: Visual sales pipeline to track deals through every stage.

Pro: Over 5,000 integrations to connect with your existing tech stack.

Pro: Proven Automation Templates speed up campaign creation.

Con: Pricing starts at $299/month, which may be steep for solo operators on a tight budget.

Con: Learning curve for advanced automations, though extensive tutorials help bridge the gap.

Con: Limited native reporting customization compared to enterprise solutions.

Features of Keap CRM Software

Keap packs every essential feature for small-business growth into one platform. Here’s a closer look:

CRM

Centralize all your contact information and interactions in one place:

• Capture lead details automatically from forms and landing pages.
• Segment contacts based on behavior, tags, and custom fields.
• Personalize messages dynamically for higher engagement.

Automation Builder

Create powerful workflows with a visual, drag-and-drop interface:

• Automate lead intake, follow-up sequences, and task assignments.
• Trigger actions based on appointment confirmations, purchases, or tag changes.
• Use pre-built templates to launch campaigns in minutes.

Email & Text

Communicate effectively and track performance:

• Design mobile-responsive email templates with ease.
• Send SMS reminders and promotions directly from the platform.
• Monitor open rates, click-throughs, and deliverability in real time.

Sales Pipeline

Visualize and manage deals through every stage:

• Drag and drop opportunities as they progress.
• Set automatic reminders for follow-ups and next steps.
• Forecast revenue based on pipeline value and close probabilities.

Landing Pages

Capture leads without a separate website builder:

• Use customizable templates to create high-converting pages.
• Embed forms to collect contact information seamlessly.
• Trigger follow-up automations instantly upon submission.

Payments

Process transactions and custom invoices in one spot:

• Accept credit cards and ACH payments securely.
• Automate payment reminders for outstanding invoices.
• Sync payment data with your CRM for full visibility.

Appointments

Schedule and manage meetings with ease:

• Integrate with Google or Outlook calendars.
• Send automated confirmations and SMS reminders.
• Reduce no-shows and streamline booking workflows.

Reporting

Measure performance across marketing, sales, and finance:

• Dashboards for campaign ROI, pipeline health, and revenue trends.
• Exportable reports to share with stakeholders.
• Identify bottlenecks and optimize your processes continually.

Keap CRM Software Pricing

Keap offers transparent pricing designed for scalability:

Keap Starter Plan

Price: $299/month (billed monthly)

Ideal for growing small businesses that need a robust CRM and automation tools.

• 2 user seats
• 1,500 contacts
• All core features including email & text, pipeline, and reporting

Save 17% when paid annually and unlock additional contacts and user seats as your team expands.

Keap CRM Software Is Best For

Whether you’re just starting out or scaling operations, Keap adapts to your needs.

Small Businesses

Keep customer data organized and automate repetitive tasks so you can focus on growth.

Sales Teams

Track every deal visually, set reminders, and ensure no leads fall through the cracks.

Marketing Agencies

Manage multiple client campaigns from one dashboard and report on performance effortlessly.

Freelancers & Solopreneurs

Use proven automation templates to nurture leads without hiring additional staff.

Benefits of Using Keap CRM Software

With Keap, you’ll experience:

• Automated Workflows: Free up hours each week by automating follow-ups and assignments.
• Centralized Data: View all interactions and purchase history in one place for smarter decisions.
• Higher Conversion Rates: Nurture leads with personalized sequences that drive engagement.
• Consistent Customer Experience: Deliver timely messages via email and SMS that feel bespoke.
• Scalable Infrastructure: Grow your contact list and team without adding new systems.
• Actionable Insights: Spot trends in your sales pipeline and marketing campaigns to optimize ROI.
• Seamless Integrations: Connect with over 5,000 apps so data flows effortlessly across your tech stack.
• Guided Onboarding: Access Keap AI and Proven Automation Templates to launch campaigns quickly.
• Start Today: Ready to transform your workflows? Try Keap Free for 14 days Today and see instant impact.

Customer Support

Keap’s customer support team is renowned for its responsiveness. Whether you need help setting up automations or resolving technical issues, you’ll have access to email, live chat, and phone support during business hours. Knowledgeable agents guide you through every step and ensure you’re never left waiting.

In addition to live support, Keap offers extensive self-help resources, including a searchable help center, video tutorials, and step-by-step articles. If you prefer community-driven answers, you can also tap into user forums where experienced members share tips and best practices.

External Reviews and Ratings for Keap CRM Software

Keap consistently earns high marks on platforms like G2 and Capterra. Users praise its comprehensive feature set, ease of automation, and the centralized dashboard that eliminates data silos. Many highlight the time saved by shifting repetitive tasks to automated sequences.

Some critiques note that advanced reporting customization can be improved and that pricing may feel steep for single-person businesses. Keap addresses these concerns by rolling out more flexible templates and offering onboarding assistance to maximize ROI from day one.

Educational Resources and Community

Keap goes beyond software by providing a wealth of educational content. The official blog covers best practices in marketing automation, lead generation, and sales strategies. Webinars and live workshops dive deep into advanced topics, while on-demand courses help you master every feature at your own pace.

For direct interaction, join the Keap Community Forum to ask questions, exchange ideas, and learn from experienced users. Local meetups and online events keep you connected to fellow entrepreneurs, ensuring you get both strategic guidance and moral support.

Conclusion

From consolidating contact data to automating follow-ups, Keap delivers a complete crm software solution that powers sustainable business growth. With intuitive features, extensive integrations, and award-winning support, you’ll spend less time on manual tasks and more time on revenue-generating activities. Ready to revolutionize your workflows? Try Keap Free for 14 days Today and put your marketing and sales on autopilot for good.