Are you struggling to find the perfect crm software to automate sales, marketing, and customer service? If so, you’ve come to the right place. I’ve spent years helping businesses streamline their processes, and today I want to share why Keap stands out as a complete solution. From contact management to automated follow-ups, Keap transforms chaotic workflows into efficient, revenue-driving engines. Ready to see it in action? Try Keap Free for 14 days Today and watch your sales skyrocket.

What is Keap CRM Software?

Keap is a leading crm software and automation platform designed for small businesses that want to turn leads into customers without drowning in manual tasks. At its core, Keap combines a robust customer relationship management system with a drag-and-drop automation builder, letting you put marketing, sales, and service on autopilot.

With Keap CRM Software, every contact, conversation, and transaction is centralized. You can capture leads via landing pages or forms, segment them into tailored audiences, and then trigger emails or text messages based on behavior or timeline. The result is a consistent, personalized customer journey that scales seamlessly as your business grows.

Whether you’re new to automation or you’ve tried other tools that felt too complex, Keap simplifies the learning curve. If you can drag and drop, you can create advanced workflows—no coding required.

Keap CRM Software Overview

Founded in 2001, Keap began as a simple CRM designed to help entrepreneurs keep up with follow-ups. Over two decades, it has evolved into an all-in-one automation powerhouse, serving over 30,000 small businesses worldwide. The company’s mission is clear: empower business owners to get organized, save time, and grow revenue without technical headaches.

Key milestones include launching the drag-and-drop Automation Builder in 2015, integrating text messaging in 2018, and unveiling AI-driven campaign suggestions in 2022. Each update reflects customer feedback, ensuring Keap stays aligned with real-world needs.

Today, Keap is recognized by industry authorities and has earned awards for innovation in marketing automation. From service professionals to e-commerce retailers, its user base spans a wide range of sectors—proof that flexible, user-friendly crm software can benefit any business focused on growth.

Pros and Cons of Keap CRM Software

Pros:

• Robust, all-in-one platform combining CRM, marketing automation, and sales pipeline management.

• Flexible drag-and-drop Automation Builder that requires no coding knowledge.

• Integrated email and SMS campaigns with deliverability and engagement reporting.

• Visual sales pipeline that keeps deals moving forward.

• Landing pages and forms to capture leads and automate next steps.

• Built-in payment processing and invoicing for seamless financial tracking.

• Appointment scheduling integrated with your calendar and automatic reminders.

• Over 5,000 integrations to connect data across your tech stack.

Cons:

• Starting price of $299/month may be out of reach for very small startups or sole proprietors.

• Feature-rich interface can feel overwhelming without initial onboarding or training.

Key Features of Keap CRM Software

Keap CRM Software is packed with capabilities to nurture leads, manage sales, and automate repetitive tasks. Below are the core features that drive growth and efficiency:

CRM

Collect, organize, and segment all your contact data in one place.

• Custom fields to track unique customer information
• Advanced search and tagging for precise audience segments
• Communication history log for every interaction

Automation Builder

Create powerful workflows using a visual drag-and-drop interface.

• Trigger actions based on form submissions, purchases, or tags
• Delay steps, conditional splits, and goal tracking
• Pre-built Proven Automation Templates to jumpstart campaigns

Email & Text Messaging

Design and send automated email and SMS campaigns with performance analytics.

• Email open, click-through, and bounce reports
• SMS delivery and response tracking
• Personalization using contact data fields

Sales Pipeline

Visually track deals as they move through stages of your sales process.

• Drag deals to update stages
• Automated follow-up reminders
• Revenue forecasting and deal probability

Landing Pages & Forms

Capture leads and drive conversions with mobile-responsive pages.

• Customizable templates with inline editing
• Automated next-step triggers upon form submission
• A/B testing to optimize conversion rates

Payments & Invoicing

Collect payments directly through Keap for smoother checkout and billing.

• Credit card and ACH processing
• One-click payment links and order forms
• Automated invoicing and reminders

Appointments

Schedule calls or meetings with built-in calendar integration.

• Sync with Google or Outlook calendars
• Automated confirmation and reminder emails or texts
• Timezone detection for global scheduling

Reporting & Analytics

Monitor campaign performance, sales metrics, and financial health in dashboards.

• Customizable reports for marketing, sales, and revenue
• Data export options for deeper analysis
• Goal tracking to measure ROI on automation

Keap CRM Software Pricing

Keap’s pricing is designed to deliver maximum value through an all-in-one automation platform. Choose a plan that fits your business stage and scale as you grow.

Keap Pro

Starting at $299/month (billed monthly) or save 17% with an annual subscription.

Ideal for established small businesses ready to automate marketing, sales, and service workflows.

• 2 users included; additional users at $30/month each
• 1,500 contacts; extra contacts at $50/500 per month
• All core CRM, automation, email & text, pipeline, landing page, payments, appointments, and reporting features

Keap Premium

Starting at $499/month (customized onboarding and premium support).

Ideal for businesses requiring advanced integrations, dedicated training, and priority support.

• Up to 5 users; additional at discounted rates
• Up to 5,000 contacts with tiered pricing beyond
• Dedicated account manager and implementation specialist

Who Needs Keap CRM Software?

Keap CRM Software caters to a variety of business models. Here are the top audiences who unlock immediate value:

Small Business Owners

If you juggle marketing emails, sales calls, and invoicing, Keap centralizes all tasks. Automations free you from repetitive chores, letting you focus on strategy and customer relationships.

Freelancers & Consultants

Automate appointment scheduling, follow-up reminders, and invoicing so you never lose track of leads or payments. Keap’s CRM ensures you never drop the ball on client communication.

Service-Based Businesses

From salons to home services, automated nurture sequences keep customers engaged before, during, and after appointments. Payments and reminders happen automatically, reducing no-shows and late invoices.

E-commerce Retailers

Capture abandoning visitors with targeted emails, recover carts, upsell related products, and manage customer data to personalize every offer. All within one crm software platform.

Benefits of Using Keap CRM Software

• Save Time on Manual Tasks – Automate follow-ups, invoicing, and appointment reminders so you can focus on high-value work.
• Increase Lead Conversion – Use triggered workflows to send relevant messages at the right time, nurturing prospects into customers.
• Improve Customer Retention – Automated service check-ins and loyalty campaigns keep clients coming back for more.
• Centralize Data – Store all contact, sales, and communication history in one place for better decision-making.
• Scale with Confidence – Templates and proven automations let you replicate successful campaigns as you grow.
• Personalize at Scale – Dynamic fields and segmentation ensure each contact receives tailored experiences.
• Gain Actionable Insights – Dashboards and reports reveal what’s working so you can optimize marketing spend.
• Reduce Human Error – Automated steps eliminate missed follow-ups and billing mistakes.
• Boost Revenue – Faster response times and targeted upsells drive higher average order values.
• Stay Compliant – Built-in consent tracking for email and SMS helps you adhere to regulations.

Ready to experience these benefits yourself? Try Keap Free for 14 days Today and transform how you manage sales and marketing.

Keap CRM Software Customer Support

Keap offers multi-channel support to ensure you’re never left guessing. Reach out via live chat, email, or phone during extended business hours. A comprehensive knowledge base, video tutorials, and step-by-step guides are always available.

For new customers on the Premium plan, a dedicated account manager and implementation specialist help with onboarding and custom setup. Plus, a vibrant user community and weekly webinars keep you informed of best practices and feature updates.

External Reviews and Ratings of Keap CRM Software

Industry review sites consistently rate Keap highly for ease of use and feature depth. Users praise its intuitive Automation Builder and the all-in-one approach that eliminates the need for multiple tools.

Small businesses often highlight the impact on revenue growth, citing double-digit increases in conversion rates after implementing automated follow-up sequences. Many appreciate the seamless payment integrations and clear reporting dashboards.

On the flip side, some new users mention the initial learning curve and desire more out-of-the-box templates. Keap addresses these concerns by offering regular training sessions and expanding its library of Proven Automation Templates based on user feedback.

Educational Resources and Community for Keap CRM Software

Keap provides a wealth of educational materials to help you succeed. The official blog covers topics from automation best practices to small business growth strategies. You’ll find in-depth how-to articles, case studies, and interviews with industry experts.

Video tutorials and on-demand webinars walk you through platform features step by step. Live Q&A sessions let you get real-time answers from product specialists.

Beyond official channels, a thriving online community of Keap users shares tips, scripts, and custom templates in forums and social media groups. Regular meetups and virtual events foster networking and idea exchange.

Conclusion: Why Keap CRM Software Matters

In today’s competitive landscape, the right crm software can mean the difference between sluggish growth and rapid success. Keap CRM Software brings together contact management, marketing automation, sales pipeline tracking, payments, and more—on one unified platform.

By automating repetitive tasks, you reclaim time to focus on strategy, creative projects, and personal connections with customers. The result? More leads converted, higher customer lifetime value, and streamlined operations that scale with confidence.

Don’t let manual workflows hold your business back. Try Keap Free for 14 days Today and discover how effortless growth can be when your CRM software works for you—not the other way around.