Implementing a marketing crm can transform how you manage leads and close deals—and Keap makes it effortless. With intuitive drag-and-drop automation and a unified contact database, you’ll say goodbye to manual follow-ups and hello to consistent growth. Ready to see it in action? Try Keap Free for 14 days Today and discover how streamlined marketing and sales workflows can skyrocket your results.

What is Keap?

Keap is a comprehensive small business marketing crm and automation platform designed to centralize contacts, automate repetitive tasks, and drive revenue. It combines a powerful CRM with email and SMS marketing, sales pipeline tracking, landing page creation, payment processing, appointment scheduling, and reporting—all in one place. By integrating these capabilities, Keap ensures you spend less time on busywork and more time on strategy and growth.

Keap Overview

Founded in 2001, Keap has served hundreds of thousands of small business owners and entrepreneurs. Its mission: to empower small businesses with enterprise-grade automation tools that foster meaningful relationships and predictable revenue. Over two decades, Keap has introduced drag-and-drop builders, AI-driven insights, and an ever-expanding integration ecosystem, solidifying its reputation as a leader in the CRM automation space.

From solopreneurs to growing teams, customers rely on Keap to capture leads, nurture prospects, and close more deals without manual intervention. With real-time dashboards and prebuilt templates, you can launch sophisticated campaigns in minutes and measure every interaction to optimize performance.

Pros and Cons

Pro: All-in-one platform—CRM, marketing automation, payments, landing pages, and more in a single interface.

Pro: Flexible drag-and-drop automation builder that adapts to complex workflows.

Pro: Built-in email and SMS capabilities with deliverability reporting for clear ROI measurement.

Pro: Visually intuitive sales pipeline tracking to monitor deal stages and forecast revenue.

Pro: Over 5,000 integrations to connect Keap to the rest of your tech stack.

Pro: Reliable customer support, strategic coaching, and an active user community.

Con: Starting price may be higher than basic email marketing tools.

Con: Learning curve for advanced automation features if you’re new to CRM platforms.

Features

Keap’s feature set addresses the full spectrum of marketing, sales, service, and operations automation needs.

CRM

Centralize all your contact data and personalize communications:

• Collect lead and customer details in one hub.
• Segment audiences for targeted messaging.
• Track interaction history to tailor follow-ups.

Automation Builder

Create workflows across your organization with a visual editor:

• Drag-and-drop elements for emails, tasks, tags, and more.
• Trigger actions based on contact behavior or field updates.
• Leverage prebuilt Proven Automation Templates to accelerate setup.

Email & Text

Engage leads and customers with multichannel messaging:

• Automate drip campaigns and one-off broadcasts.
• Monitor open rates, click-throughs, and deliverability metrics.
• Personalize content using merge fields and dynamic segments.

Sales Pipeline

Visually manage deals from prospect to closed-won:

• Drag deals across customizable stages.
• Set automated reminders and tasks for each stage.
• Forecast revenue and track conversion rates.

Landing Pages

Capture leads and grow your audience:

• Create responsive forms and pages without coding.
• Trigger follow-up sequences immediately upon submission.
• Split-test headlines and layouts to optimize conversions.

Payments

Process invoices and payments natively:

• Send automated invoices via email or SMS.
• Accept credit cards, ACH, and PayPal seamlessly.
• Track payment status and overdue reminders in one dashboard.

Appointments

Streamline meeting scheduling:

• Sync with Google Calendar or Outlook.
• Offer clients self-service booking links.
• Automate confirmation and reminder messages.

Reporting

Gain actionable insights with robust analytics:

• Measure email and SMS campaign performance.
• Track pipeline velocity and revenue trends.
• Monitor overall workflow efficiency and identify bottlenecks.

Keap Pricing

Keap offers flexible plans packed with essential automation features. All plans include two users and support up to 1,500 contacts. Choose between monthly billing or save 17% with an annual commitment.

Essentials Plan

Starting at $299/month (billed monthly). Ideal for entrepreneurs and small teams just getting started with marketing crm.

• Core CRM and contact management.
• Basic email and text automations.
• Landing pages, invoices, and appointment scheduling.

Advanced Plan

Starting at $499/month. Designed for growing businesses that need advanced automation and sales pipeline features.

• All Essentials features.
• Sales pipeline automation and lead scoring.
• Advanced analytics and user permissions.

Premium Plan

Custom pricing. Best for larger teams requiring enterprise-grade security, dedicated support, and custom integrations.

• All Advanced features.
• API access, SSO, and custom workflows.
• Priority onboarding and strategic coaching.

Keap Is Best For

Keap adapts to a variety of business models, helping you automate sales and marketing with precision.

Small Business Owners

Save time by automating follow-ups, appointment reminders, and billing—so you can focus on delivering value rather than chasing tasks.

Marketing Teams

Launch targeted campaigns with ease, track lead behavior, and optimize messaging with real-time deliverability reports.

Sales Professionals

Keep deals moving forward with automated pipeline alerts, task reminders, and personalized outreach at scale.

Benefits of Using Keap

• Automate Manual Tasks: Eliminate repetitive workflows and regain hours each week.
• Increase Conversions: Nurture leads with timely, relevant messages that drive action.
• Unify Data: Access a single source of truth for contact activity, purchase history, and engagement.
• Scale Confidently: Add users, contacts, and campaigns without juggling multiple tools.
• Improve Customer Experience: Deliver consistent, personalized journeys from discovery to loyalty.

Customer Support

Keap offers responsive support via chat, email, and phone, ensuring you never get stuck implementing your automation. Dedicated on-boarding specialists guide you through setup, and you can schedule one-on-one coaching sessions to refine strategies.

Community resources include an extensive knowledge base, video tutorials, and live webinars. If you hit a roadblock, the Keap support team typically responds within minutes, so you can keep operations running smoothly.

External Reviews and Ratings

Users praise Keap’s intuitive automation builder and robust integration options. Many highlight significant ROI gains from time saved on manual tasks and improved lead conversion rates. G2 and Capterra reviewers consistently rate Keap above 4.0 stars for ease of use and feature depth.

Critiques often mention the initial learning curve for advanced features—but Keap addresses this with free training sessions and a library of Proven Automation Templates to jumpstart your journey.

Educational Resources and Community

Keap’s resource hub offers blog articles, whitepapers, and step-by-step guides on best practices for marketing automation. Monthly webinars cover topics from lead generation to pipeline optimization. Plus, an active user community forum allows you to share tips, ask questions, and learn from successful implementations.

Conclusion

Adopting a robust marketing crm like Keap can revolutionize how you attract, nurture, and convert leads. By unifying contacts, automating workflows, and providing clear performance insights, Keap helps you build a fully-automated customer experience that scales. Ready to eliminate manual tasks and focus on growth? Sign up now at Try Keap Free for 14 days Today and see the difference for yourself.

Try Keap Free for 14 days Today