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## What Is Keap?

Keap is an all-in-one Customer Relationship Management (CRM) and automation platform designed for small businesses and entrepreneurs. It centralizes your contacts, automates repetitive workflows, and streamlines both marketing and sales operations. In short, Keap helps you nurture leads, close deals, and deliver top-notch customer service—all from a single, intuitive dashboard.

At its core, Keap merges:

• A powerful CRM to store and segment contact data
• A drag-and-drop automation builder to eliminate manual tasks
• Email and SMS tools for personalized outreach
• Sales pipeline visualization to keep deals on track
• Landing page creation and form capture to grow your list
• Integrated payments and invoicing for seamless transactions
• Appointment scheduling to avoid back-and-forth emails
• Robust reporting to measure performance down to the dollar

## Features

Keap boasts a suite of tools that work in concert to help small businesses scale efficiently. Below is an in-depth look at each standout feature.

### CRM

Keap’s CRM is the heartbeat of the platform, gathering all your lead and customer information into one unified system.

– Centralized contact records: Store names, emails, phone numbers, purchase history, and custom fields.
– Segmentation: Group contacts by behavior, demographics, or purchase stage to send targeted campaigns.
– Tagging system: Add tags for quick filtering—e.g., “Webinar Attendee,” “VIP Buyer,” or “Newsletter Subscriber.”

### Automation Builder

The drag-and-drop automation builder empowers you to create complex workflows without a single line of code.

– Visual flowcharts: Map out customer journeys with a clear, visual interface.
– Triggers and actions: Automatically send emails, assign tags, update fields, or send SMS based on contact behavior.
– Conditional paths: Branch logic ensures contacts only follow relevant sequences—no more one-size-fits-all.
– Proven templates: Kickstart campaigns with prebuilt automation blueprints tailored to common marketing and sales goals.

### Email & Text

Personalized communication is crucial—and Keap delivers both email and SMS tools right in the platform.

– Email builder: Create responsive messages with customizable templates and a WYSIWYG editor.
– SMS integration: Send text reminders, promotions, and follow-ups directly to mobile devices.
– Analytics dashboard: Track open rates, click-throughs, deliverability, and link performance.
– A/B testing: Test subject lines or content blocks to optimize engagement.

### Sales Pipeline

Stay on top of every opportunity by visualizing your entire sales process.

– Custom stages: Define the steps a lead moves through—from prospect to customer.
– Drag-and-drop interface: Update deal status in seconds by moving cards across the pipeline.
– Deal scoring: Prioritize high-value leads with automatic score assignments.
– Forecasting: View potential revenue at each stage to predict monthly or quarterly income.

### Landing Pages

Capture leads effortlessly with built-in landing page and form creation tools.

– Drag-and-drop editor: Design professional pages without coding.
– Prebuilt themes: Choose from templates optimized for high conversions.
– Embedded forms: Collect contact information anywhere on your site.
– Automated follow-up: Trigger next steps in your automation sequence as soon as a form is submitted.

### Payments

Simplify financial transactions by handling invoices and payments directly in Keap.

– Payment links: Generate URLs for one-time or recurring payments.
– Invoice automation: Send invoices automatically based on triggers or time schedules.
– Stripe & PayPal integrations: Offer multiple payment methods to customers.
– Financial reporting: Track revenue, outstanding invoices, and payment status in one dashboard.

### Appointments

Eliminate scheduling headaches with Keap’s built-in calendar features.

– Calendar sync: Connect your Google or Outlook calendar for real-time availability.
– Meeting links: Share booking pages so prospects can self-schedule appointments.
– Automated reminders: Send SMS or email notifications to reduce no-shows.
– Buffer times: Automatically build gaps between meetings to avoid back-to-back bookings.

### Reporting

Measure the impact of every campaign and workflow with detailed analytics.

– Marketing dashboard: Monitor lead generation, campaign performance, and ROI.
– Sales reports: Analyze deal velocity, win/loss rates, and pipeline growth.
– Financial insights: Review revenue trends, payment statuses, and churn rates.
– Custom reports: Filter data by date range, tags, or user to get granular results.

## Pricing

Ready to see if Keap fits your budget? Below is a breakdown of the available plans and what they include.

Monthly Plan

– Price: $299/month
– Best for: Businesses needing flexibility without long-term commitment
– Includes:
– Up to 2 users
– 1,500 contacts
– Full CRM access
– Automation builder
– Email & SMS tools
– Sales pipeline
– Landing pages
– Payments & invoices
– Appointments
– Reporting

Annual Plan (Save 17%)

– Price: $2,980/year (equivalent to ~$248/month)
– Best for: Companies ready to commit and save on recurring costs
– Includes everything in the monthly plan plus:
– **Get 17% OFF Keap annual plans Today**
– Priority support
– Dedicated onboarding resources

Add-Ons & Scaling

– Additional users: $30/user/month
– Extra contacts: Starting at $50 for 5,000 more contacts
– Advanced analytics: Custom reporting packages available
– Professional services: Campaign setup, data migration, and coaching

Interested in diving in risk-free? Try Keap with a **14-day free trial**—no credit card required.

## Benefits to the User (Value for Money)

Diving in to Keap isn’t just about features—it’s about the real-world value you’ll gain.

– Streamlined processes: By automating follow-ups, invoicing, and scheduling, you’ll reclaim hours each week to focus on growth.
– Personalized outreach: Segmented campaigns ensure every contact receives tailored messages, boosting engagement and conversions.
– Revenue predictability: A clear sales pipeline and reporting suite means you know exactly where your next paycheck is coming from.
– Cost savings: The 17% discount on annual plans slashes your overall expenses, freeing up funds for marketing or team expansion.
– Scalability: Keap grows with you—whether you have 100 contacts or 100,000, you can adjust the plan without switching platforms.
– Better customer retention: Automated post-purchase workflows turn one-time buyers into loyal, repeat customers.
– Ease of use: Intuitive drag-and-drop tools mean you don’t need a developer to launch sophisticated campaigns.
– Unified tech stack: With over 5,000 integrations, Keap syncs seamlessly with your existing apps, eliminating data silos.

## Customer Support

Keap prides itself on offering responsive and knowledgeable support to ensure you get the most out of the platform. Whether you need help onboarding or troubleshooting a workflow, their team is ready to assist via multiple channels.

Support options include email tickets with guaranteed response times, 24/7 live chat for instant assistance, and phone support during business hours. Premium annual subscribers also benefit from priority routing and personalized onboarding sessions to accelerate setup and adoption.

## External Reviews and Ratings

Keap consistently earns high marks from users and industry experts alike. On G2, it averages 4.2 out of 5 stars based on thousands of reviews. Users praise its ease of use, robust automation capabilities, and responsive customer service:

“Keap has revolutionized how we manage leads—I’ve saved over 10 hours per week!” – Marketing Manager, 5-star review

On Capterra, Keap scores 4.5 out of 5, with positive notes on the intuitive interface. Some users mention a learning curve when building complex automations, but Keap has addressed this with enhanced tutorial content and updated drag-and-drop components. The regular platform updates and new feature rollouts demonstrate their commitment to client feedback.

## Educational Resources and Community

Learning Keap is a breeze thanks to a wealth of official documentation, video tutorials, and live webinars. Their blog regularly publishes best practices for automation, email deliverability, and sales pipeline optimization. Keap University offers structured courses ranging from CRM basics to advanced marketing funnels.

Beyond official channels, a vibrant user community thrives on Facebook groups, Reddit forums, and third-party tutorial sites. Peer-to-peer Q&A, template exchanges, and success story showcases help you extract maximum ROI. You’ll never feel alone on your automation journey.

## Conclusion

After exploring its powerful CRM, intuitive automation builder, and full suite of marketing and sales tools, it’s clear why Keap stands out in the small business arena. You’ve seen how easy it is to centralize data, personalize outreach, and track revenue—all while saving time and reducing manual work.

Don’t let this chance slip by: Keap’s **Get 17% OFF Keap annual plans Today** deal is the smartest way to invest in your business growth. With a 14-day free trial and an industry-leading discount, you have zero risk and all the upside. Click below and transform your operations now!

Get 17% OFF Keap annual plans Today