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What Is Keap?

Keap is an all-in-one CRM and marketing automation platform designed specifically for small businesses, solopreneurs, and service providers who want to streamline their marketing, sales, and operations. By combining contact management, workflow automation, email and SMS marketing, reporting, and payment processing into a single dashboard, Keap eliminates the need for multiple tools and manual handoffs.

At its core, Keap helps you capture leads, nurture relationships, and close more deals automatically. Imagine setting up a sequence once—then letting Keap handle follow-ups, appointment reminders, and payment collection while you focus on the bigger picture. That’s the power Keap puts into your hands.

Features

Keap’s feature set is both broad and deep, giving you everything needed to build, automate, and manage your entire customer lifecycle. Below you’ll find a closer look at the standout capabilities that make Keap unique.

CRM

The Keap CRM centralizes all your contact data in one place, so you can track interactions, segment audiences, and personalize every outreach.

• Unified Contact Records: Keep every phone call, email, appointment, and purchase history neatly organized under each contact’s profile.
• Segmentation: Create dynamic lists based on tags, custom fields, or purchase behavior to target the right people with the right message.
• Personalized Fields: Add custom fields for niche data (e.g., service preferences or contract dates) to tailor communications precisely.

Automation Builder

With Keap’s drag-and-drop Automation Builder, you can automate repetitive tasks, so no lead slips through the cracks.

• Visual Workflow Designer: Map out multi-step campaigns, including triggers, delays, conditional splits, and actions—without writing code.
• Proven Templates: Kickstart your automations with ready-made templates for welcome sequences, appointment reminders, cart abandonment, and more.
• Advanced Logic: Use if/then rules to route leads, tag contacts, and personalize follow-ups based on real-time engagement.

Email & Text Messaging

Send targeted, timely messages via email and SMS, then monitor performance in detailed dashboards.

• Drag-and-Drop Email Builder: Craft mobile-responsive emails with customizable templates.
• SMS Automation: Reach contacts instantly with appointment reminders, promotions, or two-factor authentication codes.
• Deliverability Reports: Track open rates, click-throughs, and unsubscribes to continuously optimize messaging.

Sales Pipeline Management

Visually track every deal as it progresses through your sales stages for complete transparency.

• Kanban-Style Pipeline: Drag deals from one stage to the next—perfect for spotting bottlenecks at a glance.
• Forecasting: Project revenue based on deal values and stage probabilities.
• Deal Automation: Automatically assign tasks, send follow-up emails, and update contact tags as opportunities move forward.

Landing Pages & Forms

Capture leads with high-converting landing pages and forms—no developer required.

• Customizable Templates: Choose from professionally designed landing pages optimized for conversions.
• Embedded & Popup Forms: Place forms anywhere on your site or trigger popups based on visitor behavior.
• Next-Step Automations: Instantly add new leads to nurture sequences, tag them, or notify your team.

Payments & Invoicing

Manage your cash flow by accepting payments, sending invoices, and tracking financial performance—all within Keap.

• Payment Gateways: Integrate with Stripe or PayPal for secure online payments.
• Automated Invoicing: Generate and send invoices based on triggers (e.g., form submission or a deal reaching “Closed-Won”).
• Financial Dashboards: Monitor revenue, outstanding invoices, and sales trends in real time.

Appointment Scheduling

Eliminate back-and-forth emails with built-in scheduling that syncs to your calendar.

• Calendar Integrations: Sync with Google, Outlook, or iCloud to show your real availability.
• Automated Reminders: Reduce no-shows by sending SMS and email reminders before appointments.
• Rescheduling & Follow-Up: Let clients reschedule through a self-service link and trigger thank-you messages afterward.

Reporting & Analytics

Gain full visibility into marketing, sales, and financial metrics so you can optimize performance.

• Campaign ROI: Track revenue generated by each automation or email campaign.
• Sales Funnel Analysis: Identify drop-off points and tweak your process for better conversion.
• Custom Reports: Build tailored dashboards to monitor KPIs that matter most to your business.

Pricing

Keap offers flexible plans to grow with you. Here’s a breakdown of the core options:

• Essentials Plan – Starting at $299/month (2 users, 1,500 contacts). Ideal for new businesses that need robust CRM and basic automation.
• Pro Plan – Starting at $399/month (3 users, 2,500 contacts). Includes advanced marketing automation, SMS features, and enhanced reporting.
• Max Plan – Custom pricing (up to 10 users, 10,000+ contacts). Perfect for scaling teams needing dedicated support, custom integrations, and higher contact thresholds.

Annual Billing Option: Save 17% when you opt for yearly payment. Ready to lock in this rate and Get 17% OFF Keap annual plans Today? Head over to Keap and select the annual plan that fits your needs.

Benefits to the User (Value for Money)

Investing in Keap delivers measurable returns. Here’s what you can expect:

• Time Savings: Automate repetitive tasks across marketing, sales, and admin—freeing up hours each week for strategic work.
• Increased Revenue: Nurture more leads with targeted sequences and upsell existing customers with personalized offers, boosting your bottom line.
• Consistent Customer Experience: From first touchpoint to post-sale follow-up, deliver a seamless journey that builds loyalty and referrals.
• Better Data Insights: Centralized dashboards let you track ROI, funnel performance, and financial health in real time—no more guessing games.
• Scalable Workflows: As your business grows, adjust contact limits and add users easily—your automations scale with you without additional complexity.

Customer Support

Keap prides itself on responsive, multi-channel support. You can reach their team via email, live chat, or phone. Their in-app chat often yields quick solutions for routine questions, while more complex issues are triaged by knowledgeable support agents who understand small business challenges.

For those who prefer self-service, Keap offers extensive online resources, including a searchable knowledge base and video walkthroughs. Their support staff is available during business hours, and priority phone support is reserved for higher-tier plans—ensuring your most critical issues get addressed promptly.

External Reviews and Ratings

Keap consistently earns high marks on leading review sites:

• G2: 4.1/5 stars from 600+ reviews praising its automation builder and contact management.
• Capterra: 4.3/5 stars, with users highlighting excellent built-in payment features and campaign templates.

Common criticisms revolve around a learning curve for beginners and occasional email deliverability tweaks. However, Keap is actively rolling out guided onboarding sessions and enhanced deliverability tools to address these concerns—demonstrating their commitment to improvement.

Educational Resources and Community

Keap empowers users with a wealth of educational materials:

• Official Blog: Weekly articles on marketing strategies, automation best practices, and small business growth tips.
• Video Tutorials: Step-by-step walkthroughs on setting up campaigns, building landing pages, and integrating third-party apps.
• Keap University: Structured courses covering beginner to advanced topics, complete with quizzes and certifications.
• User Community: Active Facebook groups and forums where fellow entrepreneurs share tips, templates, and success stories.

Conclusion

After exploring every corner of Keap—from its robust CRM and intuitive automation builder to its built-in payment options and analytics dashboards—it’s clear why businesses rely on this platform to drive growth. You’ll save precious time, convert more leads, and maintain consistent, personalized communications across the board.

Don’t miss out on this exclusive opportunity: Keap is offering you the chance to Get 17% OFF Keap annual plans Today. Act now, unlock the power of automation, and watch your business thrive with less manual work than ever before.

Try Keap Free for 14 days Today—and then upgrade to an annual plan to secure your 17% savings. Your streamlined, automated future starts now with Keap!