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If you’ve ever felt overwhelmed by juggling contacts in spreadsheets, chasing down unpaid invoices, or manually sending follow-up messages, you’re not alone. Keap has been empowering small businesses for over two decades, earning recognition from industry leaders and serving over 100,000 customers worldwide. With a proven track record and expert support, Keap offers everything you need to automate your marketing, sales, and service workflows with confidence.

What is Keap?

Keap is a crm software and automation platform built to help small businesses organize contacts, automate follow-ups, and drive consistent revenue. It combines a robust customer relationship management system with a drag-and-drop Automation Builder, integrated email and text messaging, sales pipeline tracking, landing page creation, payment processing, appointment scheduling, and detailed reporting. Essentially, Keap turns manual tasks into automated workflows so you can spend more time growing your business and less time on repetitive chores.

Keap Overview

Founded in 2001, Keap began as a simple contact management tool designed to help small business owners keep track of leads and customers. Over the years, it evolved into a full-featured automation powerhouse, driven by the mission to simplify complex marketing and sales processes.

From its early days in Texas to now serving entrepreneurs globally, Keap has continually invested in product innovation—adding text messaging, landing pages, and AI-powered features. Milestones include surpassing $100 million in annual recurring revenue, launching over 5,000 integrations, and earning recognition in top review sites for ease of use and customer satisfaction.

Pros and Cons

Pro: Comprehensive automation builder that requires no coding. You can literally drag, drop, and deploy workflows in minutes.

Pro: Unified contact database making segmentation and personalization a breeze. No more juggling multiple spreadsheets or platforms.

Pro: Built-in email and SMS capabilities with deliverability tracking so you know exactly how campaigns perform.

Pro: Visual sales pipeline offering clear visibility into deal progress, helping you forecast revenue more accurately.

Pro: Integrated payments and invoicing, which streamlines financial workflows and reduces late payments.

Pro: Over 5,000 integrations via Zapier and API, ensuring your tech stack stays connected and your data stays in sync.

Pro: Dedicated customer support through phone, chat, and email plus extensive educational resources.

Con: Higher starting price point than some basic CRMs, which can be a hurdle for solopreneurs on a tight budget.

Con: Steeper learning curve for advanced automation features—though the drag-and-drop builder mitigates much of this.

Features

Keap combines an array of tools designed to work seamlessly together. Here’s a closer look at its core features:

CRM

Centralize all your lead and customer data in one place. Build custom fields, track interactions, and segment audiences based on behaviors or tags.

• Automated lead capture from forms and landing pages
• Contact scoring to prioritize high-value prospects
• Personalized communication based on purchase history or preferences

Automation Builder

Design workflows that trigger actions based on events, dates, or contact behavior. The flexible drag-and-drop canvas makes it simple to map out processes.

• Visual flowcharts for easy editing
• Time and date triggers
• Conditional branch logic to create complex sequences

Email & Text

Automate multi-step campaigns that mix emails and SMS messages. Track open rates, click-throughs, and deliverability to optimize content.

• Pre-built email templates and A/B testing
• Two-way texting for real-time conversations
• Comprehensive reporting dashboards

Sales Pipeline

Visually manage deals as they move through stages. Update statuses, assign tasks, and forecast revenue by pipeline stage.

• Drag-and-drop deal management
• Automated reminders and task creation
• Pipeline analytics and forecasting

Landing Pages

Create high-converting landing pages without coding. Capture leads via forms and immediately trigger follow-up sequences.

• Customizable templates
• Responsive design for mobile friendliness
• Built-in SEO settings

Payments

Accept payments, subscriptions, and deposits directly through Keap. Automate invoices and payment reminders to improve cash flow.

• PCI-compliant processing
• One-click payment links
• Subscription billing management

Appointments

Sync your calendar or use Keap’s scheduler to set meetings. Clients can self-book time slots, with automatic reminders to reduce no-shows.

• Custom booking pages
• Automated confirmation and reminder emails/texts
• Time zone detection for global clients

Reporting

Track the effectiveness of your marketing, sales, and operations in real time. Visual dashboards help you identify bottlenecks and optimize performance.

• Campaign ROI calculations
• Revenue attribution reports
• Automated performance alerts

Keap Pricing

Keap offers transparent pricing tailored to growing businesses. Here’s the core plan structure:

Standard Plan

Starting at $299/month (billed monthly). Ideal for small teams ready to embrace automation.

• 2 users included (additional seats available)
• 1,500 contacts
• All core features: CRM, Automation Builder, Email & Text, Pipeline, Landing Pages, Payments, Appointments, Reporting
• Phone, chat, and email support

Save 17% with the annual billing option. Try Keap Free for 14 days Today and see the impact on your workflows.

Keap Is Best For

Keap’s versatility makes it a fit for a wide range of professionals:

Small Business Owners

Looking to consolidate tools and eliminate manual tasks, Keap centralizes contacts, automations, and payments in one platform.

Service Providers

Whether you’re a coach, consultant, or agency, Keap streamlines client onboarding, follow-ups, and appointment scheduling.

E-commerce Entrepreneurs

Integrate Keap with your online store to automate abandoned cart reminders, post-purchase follow-ups, and subscription billing.

Marketing Agencies

Manage multiple client campaigns from a single dashboard, deploy proven automation templates, and deliver measurable ROI.

Benefits of Using Keap

• Save time by automating repetitive tasks and focus on high-value activities.
• Improve follow-up with timely, personalized communications that boost conversions.
• Increase revenue through consistent lead nurturing and data-driven sales pipelines.
• Enhance customer experience with tailored journeys from first touch to loyalty.
• Streamline finances with integrated payments, invoices, and subscription billing.
• Scale easily using proven templates, AI recommendations, and over 5,000 integrations.

Customer Support

Keap’s support team is known for responsiveness and expertise. You can reach out via live chat, phone, or email. Every plan includes access to a library of tutorials, webinars, and step-by-step guides to help you set up automations and get the most out of the platform.

For more advanced needs, Keap offers dedicated coaching and strategy sessions. Their community forum and certified partners ensure you’re never left figuring things out alone—help is always just a click away.

External Reviews and Ratings

Users praise Keap for its intuitive Automation Builder and the time savings it delivers. On major review sites, it consistently scores above 4 out of 5 stars for ease of use and customer support. Entrepreneurs highlight how automating follow-ups has led to noticeable revenue growth.

Some reviews note that setup can be time-intensive for very complex workflows, and the higher pricing may be a stretch for one-person shops. Keap addresses these concerns by providing a robust library of pre-built templates and dedicated onboarding specialists to accelerate your launch.

Educational Resources and Community

Keap’s official blog regularly publishes best practices for marketing automation, sales strategies, and business growth tips. They host monthly webinars covering topics from email deliverability to advanced segmentation.

The Keap Community is a vibrant hub where users share templates, ask questions, and celebrate success stories. Whether you prefer self-paced video courses or live Q&A sessions, you’ll find resources to upskill and connect with fellow entrepreneurs.

Conclusion

Implementing a robust crm software like Keap can transform how you manage leads, automate follow-ups, and scale your business operations. From drag-and-drop automations to integrated payments and detailed reporting, Keap provides everything small businesses need to thrive. Ready to streamline your processes and boost revenue? Visit Try Keap Free for 14 days Today and see the difference automation makes.

Try Keap Free for 14 days Today