What is Keap crm software?

Keap is an all-in-one crm software and automation platform designed to help small businesses streamline marketing, sales, and customer service. With Keap, you collect and organize contact data in one place, segment audiences, and personalize follow-ups based on behavior. I’ve relied on Keap’s intuitive tools to eliminate tedious tasks—and you can Try Keap Free for 14 days Today to see how it transforms your workflow.

Busy entrepreneurs often juggle dozens of manual processes. Keap replaces them with powerful automations so you can focus on growth instead of grunt work.

Keap Overview: A crm software success story

Founded over a decade ago, Keap set out to demystify marketing and sales automation for small businesses. Its mission: make sophisticated workflows accessible through a simple drag-and-drop interface. Today, tens of thousands of teams rely on Keap to automate nurture sequences, schedule appointments, process payments, and track revenue.

Keap’s commitment to innovation—backed by regular product updates and a robust integration ecosystem—has earned it top industry awards. From seed-stage startups to established agencies, users praise its scalability and ease of use.

Pros and Cons

Pros:

• Unified CRM: Centralize all contact and deal information in one dashboard.
• Flexible Automation Builder: Drag-and-drop workflows that adapt to any process.
• Email & Text Marketing: Automate multi-channel campaigns with real-time tracking.
• Visual Sales Pipeline: See every deal’s status and next steps at a glance.
• Landing Pages & Forms: Capture leads seamlessly and trigger follow-ups automatically.
• Payment & Invoicing: Accept payments, send invoices, and manage subscriptions without extra tools.

Cons:

• Starting price can be steep for solopreneurs on a tight budget.
• Advanced features may require a learning curve for new users.

Features of Keap crm software

Keap packs a wealth of tools to automate your entire sales and marketing funnel. Here are the core features that power small-business growth:

CRM

Collect and manage lead and customer data in a single repository. Tag contacts, create custom fields, and segment audiences for targeted messaging.

• Automated follow-up reminders
• Custom pipelines based on deal value and stage
• Contact scoring and behavior tracking

Automation Builder

Design complex workflows without a developer. Use triggers, decision rules, and timed actions to automate tasks across marketing, sales, service, and operations.

• Drag-and-drop canvas view
• Pre-built Proven Automation Templates
• Keap AI suggestions for campaign optimization

Email & Text

Deliver personalized email and SMS campaigns. Track opens, clicks, and replies in real time and adjust messaging based on engagement.

• Mobile-friendly templates
• A/B testing capabilities
• Deliverability and engagement dashboards

Sales Pipeline

Visually manage deals as they progress through your sales stages. Automate reminders, next-step tasks, and notifications to keep opportunities moving forward.

• Customizable pipeline stages
• Automated task assignment
• Deal forecasting and revenue reporting

Landing Pages

Create high-converting pages and forms—no coding required. Embed anywhere or use Keap’s hosting to capture leads and trigger automated follow-ups.

• Drag-and-drop templates
• Built-in analytics
• Multi-step forms

Payments

Accept one-time payments, subscriptions, or payment plans directly within your automations. Automatically send invoices and payment reminders without third-party gateways.

• PCI-compliant transactions
• Automated sales tax calculations
• Subscription management

Appointments

Sync with Google or Outlook calendars to let prospects and clients book time directly. Automated reminders reduce no-shows and free up scheduling headaches.

• Custom availability settings
• Time zone detection
• Automated confirmation emails and texts

Reporting

Track every metric that matters: campaign performance, revenue trends, pipeline velocity, and ROI. Dashboards update in real time so you can make data-driven decisions.

• Custom report builder
• Funnel conversion analysis
• Revenue and contact growth charts

Keap Pricing

Keap offers transparent pricing so you know exactly what you’re paying for. You can Try Keap Free for 14 days Today and then choose the plan that fits your needs.

Keap Pro

$299/month (billed monthly)

• Ideal for growing teams who need advanced automations
• Includes 2 users and up to 1,500 contacts
• All core CRM and automation features

Keap Max

Custom pricing based on users and contacts

• Scalable for larger teams and enterprise needs
• Includes premium support and custom onboarding
• Priority feature requests and advanced analytics

Keap Is Best For

Whether you’re just starting or scaling rapidly, Keap adapts to your workflow. Here’s who benefits most:

Small Business Owners

Automate lead nurturing and sales follow-ups so you can spend less time on admin and more on delivering your product or service.

Agencies & Consultants

Manage multiple clients under one roof. Use tags and custom pipelines to keep each project’s data separate and organized.

Coaches & Course Creators

Streamline client onboarding, appointment scheduling, and payment collections with automated funnels and reminders.

Benefits of Using Keap crm software

• Save Time: Eliminate repetitive tasks so you can focus on strategy and customer relationships.
• Increase Revenue: Automated follow-ups and upsell sequences boost conversions and average order value.
• Enhance Customer Experience: Deliver personalized journeys that keep clients engaged from lead to loyalty.
• Data-Driven Decisions: Real-time reporting uncovers insights to refine campaigns and pipelines.
• Seamless Integrations: Connect over 5,000 apps to centralize data and streamline workflows.

Customer Support

Keap’s support team is renowned for fast, knowledgeable responses. You can reach out via live chat, email, or phone—whichever fits your preference.

Every subscription includes access to a vast library of tutorials, webinars, and community forums. Plus, Keap’s certified partners offer one-on-one coaching and custom implementation services.

External Reviews and Ratings

Fans praise Keap for its intuitive automation builder and comprehensive feature set. Many highlight significant time savings and revenue growth after implementation.

Critics note the initial learning curve and higher starting price, but acknowledge that the ROI typically outweighs these concerns—especially once teams harness Keap’s full capabilities.

Educational Resources and Community

Keap provides an extensive resource center with blogs, how-to guides, video tutorials, and live webinars. The vibrant user community shares templates, tips, and best practices in forums and social media groups.

If you ever feel stuck, Keap’s academy and certification courses will walk you through every feature step by step, ensuring you become an automation expert in no time.

Conclusion: Embracing crm software automation with Keap

Streamlining your marketing, sales, and operations with crm software is no longer a luxury—it’s a necessity for growth. Keap delivers a powerful platform that automates manual tasks, nurtures leads, and drives revenue. Ready to transform the way you do business? Try Keap Free for 14 days Today