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Managing contacts, sending timely reminders, and keeping conversations alive can be overwhelming. With Keap—an industry-leading CRM with text messaging capabilities used by thousands of small businesses—you get powerful automation, AI-driven templates, and 24/7 support. Let’s explore how integrating crm with text messaging into your workflow will free up time, boost engagement, and drive revenue.

What is Keap?

Keap is a feature-rich sales and marketing automation software that brings your contacts, messages, and follow-up workflows into one unified dashboard. As a CRM with text messaging, it lets you capture leads, segment audiences, and send both SMS and email campaigns from within an intuitive drag-and-drop builder.

By merging customer relationship management with automated texting, Keap ensures you connect with prospects where they spend their time—on their phones—while tracking every interaction. No more missed opportunities or manual data entry: Keap’s mobile-friendly platform makes outreach seamless.

Keap Overview

Founded over a decade ago with a mission to simplify small business growth, Keap has grown from a basic CRM into an all-in-one automation powerhouse. Along the way, it secured thousands of customers and earned awards for innovation in marketing automation.

Today, Keap combines robust CRM tools with email and text messaging, payment processing, appointment scheduling, landing pages, and detailed reporting. Its Proven Automation Templates and AI-powered assistant help novice and veteran marketers alike launch effective campaigns in minutes, not months.

Pros and Cons

Pros:

1. Unified CRM & SMS: Track all customer data, interactions, and texting history in one place.

2. Drag-and-drop Automation Builder: Create complex workflows without coding.

3. Integrated Payments: Send invoices, accept payments, and monitor cash flow from the same dashboard.

4. Appointment Scheduling: Sync calendars, send reminders via text and email, and reduce no-shows.

5. Pre-built Templates & AI: Launch proven campaigns quickly and personalize messaging at scale.

6. 5,000+ Integrations: Connect with your favorite apps for seamless data syncing.

Cons:

1. Pricing starts at $299/month, which may be higher than basic CRM solutions.

2. Learning curve for advanced automation features, though templates mitigate much of it.

Features

Keap offers a broad suite of tools designed to automate marketing, sales, service, and operations. Below are the core features that make Keap the go-to CRM with text messaging:

CRM

Centralize contact and lead information with custom fields and tags.

• Use audience segments to tailor messaging.
• View complete communication history, including SMS threads.
• Automated tagging based on actions and engagement.

Automation Builder

A visual, drag-and-drop workflow designer that automates tasks across your business.

• Triggers: Email opens, SMS replies, form submissions.
• Actions: Send email/SMS, add tags, create tasks.
• Sequences: Timed follow-ups, branching logic for conditional steps.

Email & Text

Combine email campaigns with SMS to ensure your messages reach busy audiences.

• Built-in deliverability reports for both channels.
• Personalization tags for dynamic content.
• Two-way SMS conversations in the dashboard.

Sales Pipeline

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

• Drag deals between stages for real-time updates.
• Automate reminders and follow-ups to keep prospects engaged.
• Pipeline reports to forecast revenue and conversion rates.

Landing Pages & Forms

Capture lead data with custom forms and landing pages.

• Responsive design templates.
• Automate next steps when forms are submitted.
• A/B testing for optimized conversion.

Payments & Invoicing

Accept credit cards, send invoices, and track financial performance without leaving Keap.

• Automated payment reminders via text and email.
• Subscription and recurring billing support.
• Integration with accounting software.

Appointments

Reduce no-shows and streamline scheduling with automated reminders.

• Calendar sync with Google, Outlook, and iCal.
• Customizable reminder templates.
• Group and individual session support.

Reporting

Track marketing performance, sales pipeline health, and overall business efficiency.

• Dashboard views for real-time metrics.
• Custom report builder to analyze any data segment.
• Exportable charts and graphs for stakeholder presentations.

Keap Pricing

Keap’s plans start at $299/month, billed monthly, for 2 users and up to 1,500 contacts. You can save 17% with annual billing.

Essentials Plan

Starting at $299/month

• Ideal for solopreneurs and small teams beginning with automation.
• Includes CRM, Automation Builder, Email & Text, Pipeline, Landing Pages, Payments, Appointments, Reporting.

Plus & Premium Plans

Available with advanced features like sales pipelines, lead scoring, and more users. Contact Keap for custom pricing.

Keap Is Best For

If you’re seeking an all-in-one crm with text messaging, Keap fits a range of business models:

Service-Based Businesses

Automation of appointment reminders and follow-up SMS reduces no-shows and boosts client satisfaction.

E-commerce & Retail

Recover abandoned carts with timely text alerts and email sequences, and process payments seamlessly.

Agencies & Consultants

Track multiple client pipelines, automate billing reminders, and maintain constant communication.

Benefits of Using Keap

• Save Time: Automate manual tasks across marketing, sales, and operations so you can focus on growth.
• Boost Engagement: Reach customers instantly via SMS and email from one CRM.
• Increase Revenue: Nurture leads with personalized follow-ups and proven automation templates.
• Ensure Consistency: Deliver the same branded, personal experience at scale.
• Gain Insights: Comprehensive reporting to refine campaigns and optimize ROI.

Customer Support

Keap offers 24/7 chat support, phone assistance, and a knowledge base filled with tutorials and best practices. Their team prides itself on quick response times—most inquiries receive an answer within minutes.

In addition to live support, Keap provides free onboarding webinars, email coaching, and a community forum where users share templates, workflows, and growth strategies. You’re never left to navigate the platform alone.

External Reviews and Ratings

Users praise Keap for consolidating email and SMS outreach into a single CRM, noting an average 25% uplift in engagement when text messaging is integrated. The drag-and-drop Automation Builder receives frequent accolades for ease of use.

Some customers cite the learning curve for advanced features as a challenge, but most agree the ROI justifies the initial setup time. Keap continuously updates its documentation and adds pre-built automation to address these concerns.

Educational Resources and Community

Keap maintains an extensive blog, video library, and monthly webinars covering topics from “SMS Compliance Best Practices” to “Advanced Automations for Sales.” Their online community features expert-led forums where you can ask questions and exchange tips with fellow entrepreneurs.

Conclusion

Implementing a crm with text messaging strategy can revolutionize your customer outreach. By using Keap’s unified platform—complete with automation, SMS, email, payments, and reporting—you’ll save time, nurture leads more effectively, and accelerate growth. Ready to transform your business?

Try Keap Free for 14 days Today and experience the power of next-level automation and text messaging.