What is Keap?

Keap is an all-in-one crm software and automation platform designed specifically for small businesses that want to streamline marketing, sales, and service workflows. It centralizes customer data, automates repetitive tasks, and provides an intuitive interface where you can manage contacts, send emails and texts, track deals in a visual pipeline, create landing pages, process payments, schedule appointments, and generate performance reports—all from one powerful dashboard.

With Keap, you eliminate manual data entry, reduce human error, and free up your time to focus on strategy and growth. If you can drag and drop, you can build complex automations that nurture leads, convert customers, and deliver exceptional service without lifting a finger.

Keap Overview

Founded in 2001 under the name Infusionsoft, Keap’s mission has always been to empower small businesses through smart, accessible automation tools. Over two decades, it has evolved from a basic email marketing add-on into a robust crm software solution used by thousands of businesses worldwide.

Keap’s leadership team believes that entrepreneurs deserve technology that works as seamlessly as they do. Milestones include integrating SMS capabilities in 2015, launching the drag-and-drop Automation Builder in 2018, and introducing AI-driven campaign suggestions in 2022. Today, Keap supports over 125,000 users, processes millions of automation triggers each month, and consistently ranks high in industry reviews.

Pros and Cons

Pros:

1. Comprehensive Automation: Automate marketing, sales, and service tasks from lead capture to invoicing, all in one platform.

2. User-Friendly Interface: The visual drag-and-drop builder makes creating complex workflows intuitive—even for non-techies.

3. Advanced Segmentation: Build dynamic contact lists and personalize communications based on behavior, tags, or custom fields.

4. Multi-Channel Communications: Send and track emails and SMS messages, then view deliverability and engagement in real time.

5. Robust Integrations: Connect with over 5,000 apps via Zapier and native integrations to sync data across your tech stack.

6. All-In-One Financial Tracking: Manage payments, create invoices, and view financial performance without exporting spreadsheets.

Cons:

1. Pricier Than Entry-Level Tools: Keap’s starting price of $299/month may be higher than basic email-only platforms.

2. Learning Curve for Advanced Features: While basic automations are simple, mastering complex sequences can require some time.

Features

The feature set of Keap covers every stage of the customer lifecycle. Below is an in-depth look at each core module.

CRM

Collect and manage all your lead and customer data in one central hub.

• Custom fields and contact tags for precise segmentation.
• Timeline view to see interactions and purchase history.
• Automated contact scoring to prioritize your hottest leads.

Automation Builder

Use a powerful drag-and-drop canvas to build workflows that trigger based on actions, dates, or scores.

• Pre-built Proven Automation Templates for quick starts.
• Conditional splits and goal tracking to optimize paths.
• Real-time performance metrics to refine your campaigns.

Email & Text

Craft and automate multi-step email and SMS sequences that educate, entertain, and convert.

• Professional templates optimized for deliverability.
• Open, click, and reply rates displayed on dashboards.
• Built-in compliance tools to manage opt-outs and unsubscribes.

Sales Pipeline

Visualize deals as they move through custom stages—never miss a follow-up again.

• Drag-and-drop moves for deal progression.
• Automated reminders for pending tasks.
• Forecasting reports to predict revenue.

Landing Pages

Create high-converting forms and pages without coding.

• Mobile-responsive designs you can edit in minutes.
• Embedded forms or standalone pages hosted on Keap.
• Auto-triggered follow-up sequences after form submission.

Payments

Process credit cards and ACH payments directly in Keap.

• Built-in payment gateways—no extra setup required.
• Automated invoicing and payment reminders.
• Financial dashboards to monitor cash flow and sales performance.

Appointments

Streamline your booking process with calendar integrations and automated reminders.

• Two-way sync with Google, Outlook, and iCloud calendars.
• Customizable booking pages to match your brand.
• Automated SMS and email reminders to reduce no-shows.

Reporting

Get real-time visibility into every aspect of your business efficiency.

• Campaign performance, conversion rates, and ROI metrics.
• Sales revenue tracking by product, pipeline stage, or user.
• Customizable dashboards and exportable CSV reports.

Keap Pricing

Keap offers a straightforward pricing model with options for monthly and annual billing. Every plan includes the core CRM, automation, and communications tools you need to grow.

Growth Plan

Starting at $299/month billed monthly

• 2 Users
• 1,500 Contacts
• All features: CRM, Automation, Email & Text, Pipeline, Landing Pages, Payments, Appointments, Reporting

Annual Option: Save 17% when paid annually, lowering the effective monthly cost to $249.

Keap Is Best For

Keap’s flexibility and depth make it ideal for a range of small business owners who need robust crm software with built-in automation.

Service-Based Entrepreneurs

Coaches, consultants, and freelancers can automate lead capture, appointment scheduling, and invoice collection.

Online Course Creators & Coaches

Deliver educational content via email drips, track student progress, and upsell advanced trainings seamlessly.

E-Commerce Retailers

Recover abandoned carts with automated SMS, send personalized product recommendations, and manage order follow-ups.

Marketing Agencies

Aggregate client data in one portal, build campaigns quickly, and present clear ROI reports without toggling between tools.

Benefits of Using Keap

• Save Time: Automate repetitive tasks so you can focus on strategy, innovation, and relationship building.
• Increase Revenue: Nurture leads automatically, shorten sales cycles, and boost conversions with targeted communication.
• Improve Customer Experience: Deliver consistent, personalized journeys that turn prospects into loyal advocates.
• Centralize Data: No more fragmented spreadsheets—every interaction, payment, and appointment is logged in one place.
• Scale Confidently: As your contact list and sales volume grow, Keap’s automation adapts without costly add-ons.

Customer Support

Keap offers 24/5 support via phone, email ticketing, and live chat. A dedicated knowledge base with FAQs, step-by-step guides, and video tutorials ensures you get answers quickly, whether you’re setting up your first automation or troubleshooting an advanced workflow.

In addition, Keap Premium clients gain access to a dedicated account manager and strategy sessions to optimize campaigns, improve deliverability, and refine processes for peak performance. The Keap success team is committed to helping you implement best practices and reach your business goals faster.

External Reviews and Ratings

Across leading review platforms, Keap averages 4.2–4.5 stars out of 5. Users praise its comprehensive feature set, ease of use compared to enterprise CRMs, and the transformative impact of automation on revenue growth. Many highlight the visual pipeline and Automation Builder as standout tools that replace multiple apps in one unified system.

Some criticisms include the higher entry cost for very small solopreneurs and a moderate learning curve for advanced campaign setup. Keap addresses these concerns by offering free onboarding sessions, community webinars, and a library of Proven Automation Templates to reduce ramp-up time.

Educational Resources and Community

Keap provides an extensive resource hub featuring blog articles on marketing and sales best practices, how-to videos, step-by-step tutorials, and live webinars led by automation experts. The Keap Community Forum connects you with fellow entrepreneurs to share tips, templates, and success stories.

Monthly virtual events, certification courses, and local meetups allow users to deepen their automation knowledge, network with peers, and discover new ways to leverage Keap for maximum ROI. Whether you’re a beginner or an advanced user, the Keap ecosystem offers ongoing support for continuous growth.

Conclusion

Implementing a robust crm software like Keap can transform your business by automating marketing, sales, and service processes end-to-end. From capturing and nurturing leads to scheduling appointments and processing payments, Keap centralizes every workflow so you can spend less time on busywork and more on strategic growth. Midway through your automation journey, revisit the power of streamlined workflows by exploring how Keap can adapt to your unique needs and scale with your ambitions.

Ready to put your marketing and sales on autopilot? Try Keap Free for 14 days Today and experience firsthand how effortless business automation can accelerate revenue, boost efficiency, and deliver a world-class customer experience.