crm software can transform the way you manage customer relationships and streamline your sales process. If you’re ready to put marketing and sales on autopilot, I recommend Keap: Try Keap Free for 14 days Today. This powerful platform centralizes contacts, automates follow-ups, and tracks every interaction—all without lifting a finger once it’s set up.

I know how overwhelming manual tasks can be: juggling spreadsheets, missing follow-ups, and losing leads in the shuffle. Keap has helped tens of thousands of small businesses worldwide automate growth for over a decade. With built-in templates, drag-and-drop workflows, and dedicated support, you can start seeing results in days. Ready to streamline your daily grind and drive more revenue?

What is Keap?

Keap is a comprehensive small business crm software and automation platform designed to simplify marketing, sales, and operations. It combines a contact management system with powerful workflow builders, email and text messaging, appointment scheduling, payment processing, and customizable landing pages. The goal is to create a fully automated customer journey from initial lead capture to repeat sales.

Keap Overview

Founded in 2001, Keap set out to help small businesses manage their growing contact lists and automate repetitive tasks. What began as basic email automation has evolved into a robust suite of tools for sales pipeline management, multifaceted marketing campaigns, and service automation. Over the years, Keap has secured industry awards for ease of use and customer satisfaction, and its user base continues to expand globally.

The company’s mission is clear: empower entrepreneurs to focus on what they do best—serving customers and growing revenue—while Keap handles the administrative heavy lifting. With continuous feature updates and a thriving ecosystem of over 5,000 integrations, adopting Keap means future-proofing your tech stack.

Pros and Cons

Pros:

Intuitive Drag-and-Drop Builder: Design complex automation workflows without coding or technical expertise.

All-in-One Platform: CRM, email & text messaging, landing pages, appointments, payments, and reporting in one place.

Proven Automation Templates: Get started quickly with prebuilt campaigns for lead nurturing, onboarding, and re-engagement.

Scalable Integrations: Connect Keap to thousands of apps via native integrations or Zapier.

Robust Reporting: Monitor sales performance, marketing ROI, and financial health in real time dashboards.

Reliable Customer Support: Access live chat, phone support, onboarding specialists, and an extensive knowledge base.

Cons:

Learning curve for advanced automations—initial setup can take time to configure complex sequences.

Pricing positioned at the premium end for entry-level plans compared to some standalone email or SMS tools.

Features

Keap’s feature set covers every stage of the customer lifecycle. Here are the highlights:

CRM

Centralize all your contacts—leads, customers, partners—in one searchable database. Build audience segments and create personalized follow-ups based on custom fields and tags.

Automation Builder

Use the drag-and-drop canvas to map out any process:

• Lead capture and distribution
• Conditional follow-up sequences
• Trigger-based reminders for renewals or upsells

Email & Text

Craft professional emails and SMS messages with templates. Schedule broadcasts or automate multi-step drip campaigns, and view open/click rates in deliverability reports.

Sales Pipeline

Visualize deals as they progress through custom stages. Drag deals to update status, assign follow-up tasks, and forecast revenue with a clear snapshot of your pipeline.

Landing Pages & Forms

Launch high-converting pages in minutes. Embed forms on your site or use standalone pages to capture leads and enroll them directly into your automation sequences.

Payments & Invoicing

Accept credit card, PayPal, and ACH payments. Automate invoice reminders, process subscriptions, and reconcile transactions—no third-party payment gateway required.

Appointments

Integrate with Google, Outlook, or iCloud calendars. Let prospects book meetings automatically, and send reminders to reduce no-shows.

Reporting & Analytics

Track every metric that matters—open rates, deal velocity, conversion rates, and ROI. Use insights to optimize campaigns and scale performance over time.

Keap Pricing

Starting at $299/month (billed monthly) or save 17% with an annual plan. Plans include 2 users and 1,500 contacts. Every package offers the core CRM, automation builder, email & text, landing pages, appointments, payments, and reporting.

Essentials

Price: $299/month. Ideal for solo entrepreneurs and small teams launching basic campaigns. Includes foundational automations and landing pages.

Pro

Price: $399/month. Best for growing businesses needing advanced automations, deeper reporting, and increased contact limits.

Advanced

Price: $499/month. Suited for service-based companies requiring custom pipelines, dedicated onboarding, and priority support.

Keap Is Best For

Whether you’re just starting or scaling to six figures, Keap offers tailored solutions:

Small Service Providers

Automate client onboarding, reminders, and follow-ups so you never miss a payment or appointment.

E-commerce Entrepreneurs

Launch abandoned cart sequences, segment buyers by purchase behavior, and upsell effortlessly.

Consultants & Coaches

Use form-based lead capture, drip nurturing, and automated scheduling to fill calendars and convert more prospects.

Agencies

Manage multiple client pipelines within one account, share dashboards, and streamline reporting.

Benefits of Using Keap

• Save Time: Eliminate manual tasks across marketing, sales, and operations so you can focus on growth.
• Increase Revenue: Nurture leads with the right message at the right time and reduce missed opportunities.
• Deliver Consistency: Provide a personalized experience for every contact, building trust and loyalty.
• Scale Effortlessly: Leverage templates and integrations to expand your campaigns without additional headcount.
• Stay Informed: Access real-time analytics to make data-driven decisions and optimize for performance.

Customer Support

Keap offers responsive support via phone, live chat, and email. Onboarding specialists help you through initial setup, while a comprehensive knowledge base and video tutorials cover advanced workflows.

Dedicated account managers are available for Pro and Advanced plans, ensuring you get personalized guidance on strategy and best practices. Community forums and user groups also provide peer insights and real-world tips.

External Reviews and Ratings

Users praise Keap for its all-in-one approach and reliability. Many highlight the time savings achieved through automation and the intuitive drag-and-drop interface. On G2 and TrustRadius, Keap consistently earns high marks for ease of use and customer support.

Some reviewers note initial setup complexity when configuring multi-step campaigns, but most agree that the short learning curve is outweighed by long-term efficiency gains. Keap’s support resources and proven templates help address transition challenges quickly.

Educational Resources and Community

Keap Academy offers free courses, live webinars, and certification programs to help users master automation. The official blog features case studies, expert interviews, and best practices. For peer support, the Keap Community hosts discussion boards, user groups, and monthly virtual meetups.

Whether you’re troubleshooting a workflow or seeking inspiration for your next campaign, the wealth of tutorials, templates, and forums ensures you’re never alone on your automation journey.

Conclusion

Automating sales and marketing with the right crm software can be a game-changer for your business. Keap unifies your contacts, automations, communications, and reporting into one seamless platform. Experience the power of automated growth firsthand: Try Keap Free for 14 days Today. Ready to streamline operations, nurture leads, and boost revenue? Take the first step and Try Keap Free for 14 days Today.