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What Is Keap?

Keap is a comprehensive CRM and marketing automation platform designed specifically for small businesses. It centralizes contact management, automates repetitive tasks, and enables you to create personalized campaigns via email and SMS—all from one intuitive interface. Whether you’re nurturing leads, managing appointments, or processing payments, Keap replaces a jumble of apps and spreadsheets with a single powerhouse solution tailored to your unique workflows.

Use cases include:

• Lead capture and nurturing through automated email/text sequences
• Sales pipeline management with visual deal tracking
• Seamless payment processing and invoicing
• Appointment scheduling with calendar integrations and reminders
• Comprehensive reporting on marketing, sales, and financial performance

Features

Keap packs robust features into one platform, each designed to eliminate manual tasks and accelerate business growth. Below is an in-depth look at its core modules.

CRM

Keap’s CRM consolidates all your customer and prospect data in one centralized database. No more hopping between spreadsheets—everything you need is within reach.

• Contact Profiles: Store unlimited contact details, notes, interaction history, and tags
• Segmentation: Build dynamic lists based on behavior, purchase history, or custom fields
• Personalization: Use merge fields to tailor communications to each contact’s preferences
• Custom Fields: Track the unique data points that matter most for your business

Automation Builder

The drag-and-drop Automation Builder is where Keap truly shines. You can map out complex workflows with ease, allowing you to visualize and automate every step of your customer journey.

• Triggers & Actions: Start workflows based on form submissions, tag applications, or date-based events
• Conditional Logic: Branch workflows to send different messages based on contact behavior or attributes
• Pre-Built Templates: Choose from proven automation recipes for lead nurture, follow-ups, and more
• Unlimited Automation: Scale up your campaigns without worrying about extra fees per workflow

Email & Text

Reach contacts right where they are with integrated email and SMS marketing. Keap ensures high deliverability and provides analytics to optimize your messaging.

• Email Campaigns: Design responsive emails with a drag-and-drop editor or custom HTML
• SMS Messaging: Send texts for appointment reminders, promotions, and confirmations
• Deliverability Reports: Track open rates, click-throughs, and bounce statistics in real-time
• Templates & Snippets: Speed up campaign creation with reusable blocks

Sales Pipeline

Visualize your deals and manage the sales process with a clear, stage-based pipeline view.

• Deal Stages: Customize stages to reflect your unique sales cycle
• Drag & Drop: Move deals through the pipeline effortlessly
• Notifications: Get alerted when deals stall or require attention
• Forecasting: Project revenue and monitor pipeline health at a glance

Landing Pages

Convert more visitors into leads with built-in landing page and form builders—no coding skills required.

• Form Integration: Embed forms on any site or use standalone pages
• Drag-and-Drop Editor: Create high-converting pages in minutes
• Automatic Follow-Up: Trigger workflows immediately after form submissions
• Mobile Responsive: Ensure your pages look great on all devices

Payments

Collect payments seamlessly without juggling third-party tools. Keap handles transactions, invoicing, and payment tracking in one place.

• One-Click Payments: Send payment links via email or SMS
• Recurring Billing: Automate subscription and membership fees
• Invoice Templates: Design professional invoices with your branding
• Financial Reporting: Monitor revenue, outstanding balances, and refunds

Appointments

Cut down on back-and-forth scheduling by letting clients book directly on your calendar.

• Calendar Sync: Integrate with Google Calendar, Outlook, and more
• Time Slot Management: Define availability, buffer times, and booking rules
• Automated Reminders: Reduce no-shows with email and SMS notifications
• Rescheduling: Enable clients to easily modify appointments themselves

Reporting

Get clear insights into how your marketing and sales efforts are performing—and where you can improve.

• Dashboard Views: Customize widgets to display the metrics you care about
• Campaign Analytics: Track opens, clicks, conversions, and ROI
• Sales Metrics: Monitor deal velocity, win rates, and pipeline value
• Revenue Reports: Analyze income streams, product performance, and financial trends

Pricing

Keap offers flexible plans to fit businesses at different stages. Plus, right now you can grab Get 17% OFF Keap annual plans Today on any annual subscription.

• Keap Pro: Starting at $299/month billed monthly (2 users, 1,500 contacts). Perfect if you’re looking to get started quickly with essential CRM and automation tools.
• Keap Max: Custom pricing for more users and contacts. Ideal for fast-growing teams that need higher limits and advanced features like lead scoring and e-commerce integrations.
• Annual Billing Discount: Save 17% when you pay annually—unlock full access to all Pro or Max features for less. (Includes CRM, Automation Builder, Email & Text, Pipeline, Landing Pages, Payments, Appointments, Reporting)

Each plan comes with:

• Full access to the Automation Builder
• Email and SMS marketing credits
• Comprehensive support and onboarding materials
• Access to 5,000+ integrations via Zapier and native connectors

Benefits to the User (Value for Money)

Investing in Keap delivers clear value far beyond its subscription cost:

• Time Savings: Automate repetitive tasks—no more manual follow-ups or data entry, freeing you to focus on strategy.
• Centralized Data: One source of truth for all customer info—say goodbye to scattered spreadsheets and siloed apps.
• Increased Revenue: Nurture leads with personalized sequences that convert at higher rates, boosting your sales without extra ad spend.
• Scalability: Add campaigns, users, and contacts without worrying about hitting feature caps. Your growth is never limited by software.
• Professionalism: Send polished emails, invoices, and landing pages that build trust and reinforce your brand.
• Actionable Insights: Real-time dashboards highlight your top-performing campaigns and areas for improvement, so you make data-driven decisions.

By combining marketing, sales, and payment functionalities in one platform, you eliminate subscription fees for multiple tools—maximizing ROI with a single investment.

Customer Support

Keap’s support team is known for quick response times and expert guidance. Whether you need help setting up your first automation or troubleshooting advanced workflows, you’ll have access to multiple channels:

Email and live chat support ensure most inquiries are addressed within hours, while phone support is available to handle urgent issues and onboarding calls. The knowledgeable specialists are dedicated to helping you achieve your business goals, not just ticking off tickets.

External Reviews and Ratings

On G2, Keap boasts an average rating of 4.2/5 stars, with reviewers praising its intuitive Automation Builder and comprehensive feature set. Capterra users highlight the seamless integration of CRM, email marketing, and payments as a major plus.

Critics sometimes mention a learning curve for advanced features and occasional delays in customer service during peak times. However, Keap responds by continually expanding its help center articles and adding live onboarding webinars to shorten ramp-up time and enhance user experience.

Educational Resources and Community

Keap offers a wealth of educational materials designed to make you an automation pro:

• Official Blog: Articles on best practices, case studies, and product updates.
• Keap University: On-demand video courses that guide you step-by-step through building campaigns.
• Webinars & Workshops: Regular live sessions with industry experts on topics like lead generation and email design.
• Community Forum: Connect with fellow entrepreneurs, share templates, and get advice from power users.
• Documentation Center: In-depth guides covering every feature, plus API references for developers.

Conclusion

In summary, Keap combines a powerful CRM, flexible automation, and robust marketing tools to help small businesses streamline operations, nurture leads, and boost revenue. With features like drag-and-drop workflows, integrated payments, and detailed reporting, you can automate every aspect of your customer journey without switching between multiple apps.

Right now, you can seize this limited time offer—Keap with **Get 17% OFF Keap annual plans Today**—and supercharge your growth while saving significantly on subscription costs. Don’t let manual tasks hold you back any longer.

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