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What Is Keap?

Keap is a small business CRM and marketing automation powerhouse built to help entrepreneurs and teams automate repetitive tasks, nurture leads, and close deals faster. Imagine a platform where your contacts, follow-up sequences, appointment scheduling, payment processing, and performance reports all live in one place—that’s Keap. Designed for business owners who want to stop juggling spreadsheets and sticky notes, Keap provides an intuitive drag-and-drop workflow builder so you can map out customer journeys with ease.

Whether you’re a solo founder looking to streamline daily to-dos or a growing team aiming to scale without adding headcount, Keap tackles:

• Lead capture and segmentation
• Automated email and SMS nurturing
• Visual sales pipeline management
• Invoicing, payment reminders, and processing
• Appointment booking and calendar integration
• Real-time reporting across marketing, sales, and finances

Features

Keap shines thanks to a suite of integrated features that work together seamlessly. Below, I break down each core module and how it can transform your daily operations.

CRM

The Keap CRM centralizes all your contact data so you never miss an opportunity. It organizes leads, prospects, and customers in one unified database.

• Custom fields for capturing the most relevant data points
• Tagging and segmentation for targeted follow-up
• Automated reminders so you know precisely when to reach out next
• Searchable history of interactions, notes, and purchase details

Automation Builder

With a drag-and-drop Automation Builder, you can visually design workflows that trigger emails, texts, task assignments, and more without writing a single line of code.

• Trigger actions based on customer behavior or time delays
• Branch logic for personalized customer journeys
• Pre-built Proven Automation Templates to jumpstart campaigns
• Real-time performance tracking to optimize and tweak as you go

Email & Text

Keap’s integrated communication tools let you set up sequences that blend email and SMS to keep your audience engaged.

• Automated drip campaigns to nurture leads over time
• One-off broadcasts for announcements or promotions
• Deliverability dashboards that track opens, clicks, and bounce rates
• Personalization tokens for highly targeted messages

Sales Pipeline

Visualize your deals as they move through the stages of your sales process with Keap’s pipeline feature.

• Drag-and-drop deal cards to update statuses
• Set automated reminders for follow-ups
• Forecast revenue based on pipeline value and probability
• Customizable stages that match your sales cycle

Landing Pages

Capture leads with high-converting landing pages built directly in Keap—no external tools required.

• Pre-designed templates optimized for conversions
• Custom form fields for tailored data collection
• Automated thank-you pages and follow-up sequences
• Split testing to discover your best-performing designs

Payments

Process invoices and payments without leaving Keap, then automatically track revenue and send reminders.

• One-click invoice creation
• Recurring payment setup for subscription services
• Automated payment reminders to reduce late fees
• Integration with popular payment processors for seamless transactions

Appointments

Sync with your Google or Outlook calendar—or use Keap’s built-in scheduler—to let clients book time directly.

• Automated confirmation and reminder emails or texts
• Buffer times and availability windows for controlled scheduling
• Calendar integration to keep everything in one view

Reporting

Gain clarity into every aspect of your business with dashboards covering marketing, sales, and finance.

• Campaign performance metrics (opens, clicks, conversions)
• Sales velocity and pipeline health
• Revenue trends and outstanding invoices
• Customizable date ranges, filters, and export options

Pricing

Keap offers straightforward, tiered pricing so you get exactly what you need as you grow.

• Keap Pro: Starts at $299/month billed monthly. Perfect for solo entrepreneurs and small teams just getting started with automation. Includes up to 2 users and 1,500 contacts.
• Keap Max Classic: Plans scale up to support more users and contacts, with advanced customization options and priority support. Ideal for established small businesses aiming to further automate complex processes.
• Annual Billing: Save 17% when you choose the annual plan. That means you enjoy a full year of growth-driving automation at a reduced rate. Get 17% OFF Keap annual plans Today and lock in your savings.

Every plan comes with:

• Full access to CRM, Automation Builder, Email & Text, Sales Pipeline, Landing Pages, Payments, Appointments, and Reporting
• Keap AI features and Proven Automation Templates
• Over 5,000 integrations to connect with your existing tech stack
• 14-day free trial—no credit card required

Benefits to the User (Value for Money)

Investing in Keap isn’t just buying software—it’s buying back hours in your week and accelerating revenue growth. Here’s how:

• Save Time on Manual Tasks: Automate follow-ups, reminders, and data entry so you can focus on strategic work rather than repetitive admin.
• Increase Conversion Rates: Send personalized messages at the right moment to nurture leads into paying customers without lifting a finger.
• Streamline Cash Flow: Automated invoicing and payment reminders reduce late payments and improve your bottom line.
• Deliver Consistent Experiences: From prospect to repeat buyer, every customer receives the same high-touch experience, building trust and loyalty.
• Scale Without Hiring: As your contact list grows, Keap’s automation handles the additional volume—no need to add headcount.

Customer Support

I’ve found Keap’s support team to be impressively responsive. Whether you raise a ticket via email or start a live chat, you’ll typically hear back within minutes during business hours. Their representatives walk you through troubleshooting steps and often share best-practice tips to help you get the most out of the platform.

In addition to live channels, Keap offers phone support for critical issues and account reviews. They maintain a detailed knowledge base and regularly scheduled webinars where you can ask questions directly to product experts. That safety net of support means you’re never alone as you build and optimize your automations.

External Reviews and Ratings

Keap consistently earns high marks on review sites. On G2, it holds a 4.2/5 average based on thousands of user reviews—praise often centers on the robust automation and clear ROI. Capterra users give it 4.5/5, highlighting ease of use and comprehensive feature set. TrustRadius reviewers commend the impact Keap has on freeing up their schedules.

No platform is perfect, and some users cite a learning curve when diving into advanced automations or mention occasional email deliverability hiccups. Keap addresses these concerns by continually refining their email infrastructure and expanding educational resources—plus, the addition of AI-driven setup tips is helping newcomers ramp up faster.

Educational Resources and Community

One area where Keap truly shines is its wealth of learning materials. The official blog is packed with articles on automation strategies, email marketing best practices, and small business growth tactics. Video tutorials guide you step by step through everything from pipeline setup to invoicing workflows.

Beyond official docs, there’s an active community of Keap users—Facebook groups, user-run forums, and local meetups. Those peer communities are gold mines for creative automation ideas and real-world tips. If you ever get stuck, chances are someone else has tried it and can share a solution.

Conclusion

To recap, Keap brings CRM, marketing, sales, and service automation together in one powerful platform that helps you save time, boost conversions, and scale without adding overhead. With features like drag-and-drop automations, integrated email/SMS, payment processing, and detailed reporting, it’s everything a growing small business needs.

Ready to transform your business and claim the best deal? Dive into Keap’s 14-day free trial, and don’t miss out—this is your chance to Get 17% OFF Keap annual plans Today. Act now and see firsthand how much easier running your business can be.