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What Is Keap?

Keap is a small business CRM and marketing automation platform built to streamline your entire customer journey. From capturing leads and automating follow-ups to processing payments and scheduling appointments, Keap centralizes everything in one intuitive dashboard. As a business owner, I love how Keap empowers me to turn repetitive tasks into automated workflows so I can focus on strategy and growth.

At its core, Keap helps you:

• Organize and segment contacts effortlessly
• Build drag-and-drop automation sequences
• Send personalized emails and texts at scale
• Track deals in a visual sales pipeline
• Accept payments and manage invoicing

Features

Keap packs a full suite of capabilities into one platform. Below, I break down the standout features that can transform how you market, sell, and serve clients—automatically.

CRM

Keap’s CRM consolidates all your contact and customer data in one place, so you never lose track of conversations or insights.

• Custom fields for capturing detailed lead information
• Segmentation to target the right audience at the right time
• Automated task reminders to follow up promptly

Automation Builder

The drag-and-drop Automation Builder is the heart of Keap, letting you construct sophisticated workflows without coding.

• Visual workflow design for onboarding sequences and lead nurturing
• Conditional logic to branch contacts based on behavior
• Pre-built templates to get campaigns up and running in minutes

Email & Text

Combine email and SMS messages for a multi-channel communication strategy that keeps contacts engaged.

• Built-in email editor with responsive templates
• SMS messaging to reach customers on their mobile devices
• Deliverability and engagement reports to optimize campaigns

Sales Pipeline

Visually map out your sales process and monitor deals at every stage to forecast revenue more accurately.

• Custom pipeline stages that mirror your sales cycle
• Drag-and-drop deal cards for quick updates
• Automated reminders to follow up on leads and opportunities

Landing Pages

Capture leads with high-converting landing pages and forms that integrate directly into your CRM.

• Template gallery designed for lead magnets and special offers
• Form builders with custom fields and conditional logic
• Automated follow-up sequences triggered by form submissions

Payments

Accept payments and automate invoicing without third-party integrations—keeps your finances in one place.

• Secure payment processing with major credit cards
• Automated invoice generation and reminders
• Real-time financial reporting to track revenue

Appointments

Set up meetings and send reminders automatically, reducing no-shows and double bookings.

• Native calendar integration or connect to Google/Microsoft calendars
• Automated email and SMS reminders
• Customizable booking pages for different services

Reporting

Keap’s dashboards provide insights into marketing performance, sales metrics, and overall operational efficiency.

• Campaign ROI and open-rate analytics
• Sales pipeline forecasts and conversion rates
• Customizable report exports for team presentations

Pricing

Keap’s pricing structure adapts to your growth stage, whether you’re just getting started or need an enterprise-grade solution.

Monthly Plan

• Price: $299/month (billed monthly)
• Best for: Small teams or solopreneurs testing out automation
• Includes: 2 users, 1,500 contacts, all core features

Annual Plan (Save 17%)

• Price: Equivalent to $299/month billed annually (17% off)
• Best for: Businesses committed to growing with automation
• Includes: 2 users, 1,500 contacts, priority support, and the full feature set

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Benefits to the User (Value for Money)

Investing in Keap not only streamlines processes but also pays for itself through efficiency gains.

• Time Savings: Automation eliminates manual tasks so you can focus on high-impact activities rather than data entry.
• Increased Revenue: Personalized campaigns and follow-ups boost conversion rates and average deal size.
• Better Organization: A unified platform ensures you never overlook a lead or slip on a follow-up.
• Scalability: As your contact list grows, Keap scales with you—no need for constant platform migrations.
• ROI Transparency: Built-in reporting shows exactly which campaigns are moving the needle.

Customer Support

Keap offers responsive support through multiple channels including email, live chat, and phone. Their team is known for quick turnaround times and in-depth solutions, ensuring minimal downtime when issues arise.

Additionally, priority support is available for annual plan subscribers, giving you direct access to senior support engineers who can help with advanced setup and troubleshooting.

External Reviews and Ratings

Users consistently praise Keap for its robust automation and ease of use. On G2, Keap holds a 4.2/5 star rating with comments highlighting the drag-and-drop builder and comprehensive feature set.

TrustRadius reviewers appreciate the platform’s reliability but note a learning curve for beginners. Keap has addressed this by adding more guided tutorials and in-app tooltips to flatten that curve.

Educational Resources and Community

Keap maintains an extensive knowledge base, including video walkthroughs, step-by-step articles, and best-practice guides for building high-converting campaigns.

Plus, the active Keap Community Forum and Facebook user groups allow you to tap into peer insights, share automation recipes, and get real-world advice from fellow entrepreneurs.

Conclusion

After exploring every corner of Keap—from contact management and automation builder to email/SMS campaigns and payment processing—it’s clear that this platform delivers unmatched value. In fact, I’ve never seen a more comprehensive tool for small businesses that automates marketing, sales, and operations in one place. Midway through your decision process, remember that Keap’s automation platform can transform your workflow overnight.

If you’re ready to accelerate growth, reclaim your time, and see a measurable ROI, now’s the moment to act. Get 17% OFF Keap annual plans Today.