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I’ll walk you through everything you need to know about Keap’s features, pricing, and benefits—and reveal how to Get 17% OFF Keap annual plans Today. By the end of our deep dive, you’ll have clarity on why Keap deserves a place in your tech stack and how this limited-time discount can save you substantial budget while turbocharging growth.

What Is Keap?

Keap is an all-in-one small business CRM and automation platform designed to eliminate repetitive tasks, capture and nurture leads, and manage customer relationships from prospect to promotion. At its core, Keap combines:

• A powerful CRM for centralized contact management and audience segmentation
• A drag-and-drop Automation Builder to orchestrate marketing, sales, and service processes
• Built-in email and SMS marketing tools for personalized communication at scale
• A visual Sales Pipeline to keep deals moving through stages with clarity
• Landing pages, forms, payment processing, appointments, and robust reporting—all under one roof

Whether you’re a solopreneur juggling hundreds of tasks or a small team eager to scale, Keap’s purpose is clear: put your marketing and sales on autopilot so you can focus on high-impact activities instead of manual follow-ups.

Features

Keap stands out thanks to its comprehensive feature set. Below, I break down the most impactful capabilities you’ll use on a daily basis.

CRM

The Keap CRM collects lead and customer data in one unified database:

• Contact Profiles: Store unlimited custom fields, notes, tags, and purchase history
• Segmentation: Group contacts by demographics, behaviors, or campaign interactions
• Personalization: Tailor email and SMS messages based on contact attributes

Automation Builder

With a visual drag-and-drop interface, Keap’s Automation Builder simplifies complex workflows:

• Triggers and Actions: Define events (e.g., form submission) to kick off sequences (e.g., email series)
• Branching Logic: Send contacts down different paths based on their behavior or purchase status
• Templates: Access pre-built Proven Automation Templates to deploy common campaigns in minutes

Email & Text

Combine email and SMS for multi-channel engagement:

• Pre-Designed Templates: Professional layouts you can tweak with a drag-and-drop editor
• Deliverability Reports: Track open rates, click-throughs, bounces, and spam complaints
• SMS Automation: Send appointment reminders, confirmations, and promotional messages

Sales Pipeline

Visualize deals as they advance from lead to closed:

• Customizable Stages: Rename and reorder pipeline stages to reflect your unique sales process
• Deal Tracking: Assign deal values, expected close dates, and owners
• Pipeline Dashboard: Get an at-a-glance view of total pipeline value and deal velocity

Landing Pages

Capture more leads with optimized forms and pages:

• Drag-and-Drop Designer: Build high-converting landing pages in minutes
• Inline and Popup Forms: Trigger forms based on user scroll or click behavior
• Automated Follow-Up: Immediately tag and nurture new leads after form submission

Payments

Simplify billing and revenue tracking:

• Integrated Payments: Process credit cards and ACH within Keap—no external gateway required
• Automated Invoicing: Send invoices, track payment status, and trigger follow-ups for overdue balances
• Revenue Reporting: See total sales, recurring revenue, and churn in one dashboard

Appointments

Never miss another meeting:

• Calendar Sync: Connect with Google, Outlook, or iCloud calendars
• Custom Booking Pages: Let clients schedule time slots based on your availability
• Automated Reminders: Reduce no-shows by sending email and text confirmations

Reporting

Track performance metrics across marketing, sales, and financials:

• Campaign Dashboards: Monitor engagement rates and ROI for each automation
• Sales Reports: Analyze deal conversion rates and pipeline health
• Revenue Analytics: Break down income by product, lead source, or timeframe

Pricing

Keap’s pricing is tiered to suit businesses at different growth stages. You can opt for monthly billing or secure an extra boost by choosing an annual plan—especially now that you can Get 17% OFF Keap annual plans Today.

• Lite Plan – $79/month (billed monthly) or ~$784/year (billed annually after discount)
  • Up to 500 contacts
  • Basic CRM and email marketing
  • Automation Starter Templates
  • Email and chat support
• Pro Plan – $149/month or ~$1,479/year with discount
  • Up to 2,500 contacts
  • Full Automation Builder
  • Email + SMS campaigns
  • Sales Pipeline and Landing Pages
  • Phone support + onboarding webinar
• Max Plan – $199/month or ~$1,978/year with discount
  • Up to 10,000 contacts
  • Advanced reporting and analytics
  • Payments, Appointments, and API access
  • Priority phone + live chat support

All plans come with a 14-day free trial so you can experience Keap’s core functionality before committing. Annual billing not only locks in a lower rate but, with our exclusive deal, bundles a handy 17% saving regardless of plan.

Benefits to the User (Value for Money)

Choosing Keap means investing in tools that deliver measurable returns. Here are the top ways Keap pays for itself:

• Saves Hours of Manual Work
  Automated follow-ups, reminders, and billing free up your schedule for high-impact tasks like closing deals or creating new offerings.
• Boosts Revenue
  Personalized, timely messaging nurtures more leads and accelerates the sales cycle—driving higher conversion rates.
• Consolidates Multiple Tools
  With CRM, email, SMS, payments, and appointments in one platform, you eliminate integration headaches and subscription overlap.
• Scales with Your Business
  As contact lists grow, Keap’s tiered plans ensure you only pay for what you need now, with room to expand effortlessly.
• Improves Customer Experience
  Automated, personalized journeys make prospects feel valued, fostering loyalty and repeat business.
• Data-Driven Decisions
  Robust dashboards provide visibility into which campaigns and channels deliver the best ROI, so you can optimize on the fly.

Customer Support

I’ve found Keap’s support to be impressively responsive. Whether I’ve had a quick question about setting up a custom field or needed guidance on complex tagging logic, the support team typically replies within a few hours via email or live chat. For those on Pro and Max Plans, phone support adds an extra layer of accessibility, ensuring you can get real-time assistance when it matters most.

Beyond reactive troubleshooting, Keap offers proactive onboarding webinars for new users. These live sessions walk you through essential setup steps and best practices, and recordings are available on demand. The combination of self-help resources, community forums, and direct support channels means you’re never stuck when you need to automate a crucial process.

External Reviews and Ratings

Keap consistently earns high praise on major review platforms. On G2, it holds a 4.5 out of 5 star rating based on over 500 reviews, with users celebrating its powerful automation capabilities and ease of use. Trustpilot reviewers average a 4.3 rating, highlighting Keap’s impact on revenue growth and time savings.

Some constructive feedback cites an initial learning curve—particularly when building complex automations—and occasional interface quirks. Keap has addressed many of these issues by refining the Automation Builder UI and expanding its template library. Recent updates have focused on improving navigation and adding in-app tooltips, demonstrating Keap’s commitment to user experience.

Educational Resources and Community

Learning Keap is straightforward thanks to an extensive library of educational content:

• Official Blog: Regular posts on marketing automation, CRM best practices, and small business growth strategies.
• Video Tutorials: Step-by-step walkthroughs hosted on Keap University’s YouTube channel.
• Documentation: In-depth guides covering every feature, from API integrations to payment setup.
• User Community: An active Facebook group and forums where entrepreneurs share templates, tips, and success stories.
• Webinars & Workshops: Live events featuring guest experts on topics ranging from copywriting to sales psychology.

When I needed to customize a multi-step nurture sequence, the combination of written guides, video tutorials, and peer advice in the community helped me build and optimize campaigns in record time.

Conclusion

After exploring Keap’s robust CRM, automation features, and all-in-one toolkit, it’s clear why so many small businesses rely on it to drive growth. The power of drag-and-drop workflows, integrated payments, and multi-channel messaging can transform your marketing, sales, and service efforts—saving you hours each week and boosting revenue.

If you’re ready to experience these benefits firsthand, now is the perfect moment: Get 17% OFF Keap annual plans Today. This exclusive offer makes joining Keap more affordable than ever, so you can start automating with confidence and watch your business scale.