Searching for the ultimate guide to crm software? You’ve landed on the right page. If you’re ready to put your marketing and sales on autopilot, let me introduce you to Keap, the small business CRM & automation platform designed to streamline every aspect of your workflow. In this article, we’ll explore how Keap can transform your operations from scattered to seamless.

Managing leads, emails, texts, payments, appointments and reporting manually is time-consuming and error-prone. Keap has helped thousands of entrepreneurs save hours each week, foster stronger customer relationships and scale efficiently. With industry-leading automation tools and a proven track record, Keap is backed by years of innovation, top-tier awards, and a community of thriving small businesses. Ready to revolutionize your processes? Then it’s time to Try Keap Free for 14 days Today and see real results.

What is Keap? A crm software solution

Keap is a comprehensive crm software that centralizes lead and customer data, automates repetitive tasks, and empowers you to nurture prospects through every stage of the buyer’s journey. At its core, Keap offers a built-in CRM, drag-and-drop automation builder, email and text marketing, sales pipeline management, landing pages, payment processing, appointment scheduling, and robust reporting.

Instead of juggling multiple tools, Keap unifies them into one powerful platform. If you can drag and drop, you can automate your entire sales, marketing, service and operational workflows. The result? More time to focus on growth, better customer experiences, and predictable revenue streams.

Keap Overview: The crm software pioneer

Founded over a decade ago with a mission to simplify business growth, Keap has continuously evolved its crm software features to meet the needs of small businesses. What started as a modest contact management tool has grown into an award-winning automation powerhouse.

Key milestones include launching the drag-and-drop Automation Builder, integrating payments directly within the platform, and expanding to 5,000+ third-party integrations. Today, Keap serves tens of thousands of users worldwide, from solo entrepreneurs to midsize teams, all benefiting from streamlined marketing, sales and service processes.

Pros and Cons of this crm software

Pros:

All-in-one platform: Combines CRM, marketing, sales, service and operations tools in a single dashboard.

Powerful automation: Drag-and-drop builder makes it easy to automate follow-ups, tasks and workflows.

Multi-channel communication: Send targeted emails and text messages, then track deliverability and engagement.

Integrated payments: Securely process invoices and payments without leaving the platform.

Visual sales pipeline: Manage deals through customizable stages for clear visibility and forecasting.

Extensive integrations: Connect with 5,000+ apps via native and Zapier integrations.

Proven support: Comprehensive onboarding, webinars, tutorials and a passionate community.

Cons:

Initial learning curve for complex automations, especially for users new to marketing automation.

Pricing can increase as contact lists grow and advanced features are required.

Features of our crm software

Keap’s feature set is designed to address every pain point in your small business. Below is a deep dive into each core module:

CRM

Store all your contact and lead information in one organized database. Segment audiences based on tags, custom fields or behavior to deliver personalized communication.

Automation Builder

Visualize and automate processes across marketing, sales, service and operations with an intuitive drag-and-drop interface.

• Set triggers based on form submissions, purchases or tag changes.
• Schedule follow-up tasks and reminders automatically.
• Route leads to team members based on defined rules.

Email & Text

Create and automate campaigns that reach contacts via email or SMS. A/B test subject lines, track open rates, link clicks and overall deliverability.

Sales Pipeline

Visually track deals through custom stages and forecast revenue more accurately.

Landing Pages

Design high-converting forms and landing pages without coding. Automate follow-ups and tag applications for targeted nurturing.

Payments

Process invoices, subscriptions and one-time payments seamlessly within Keap. Automate payment reminders and receipts.

Appointments

Sync calendars, share booking links and send automated reminders to reduce no-shows.

Reporting

Access dashboards that display campaign performance, sales metrics and financial summaries in real time.

Start your free trial: Keap and experience these features firsthand.

Keap Pricing Plans for crm software

Keap offers transparent plans to match your business size and needs. Each tier includes a 14-day free trial.

Lite Plan

Price: $79/month

Ideal for solopreneurs and freelancers wanting basic automation:

• Up to 500 contacts
• Email marketing and SMS
• Landing pages and forms
• Basic sales pipeline

Pro Plan

Price: $169/month

Best for growing small teams needing advanced automation:

• Up to 2,500 contacts
• Advanced automation campaigns
• Appointment scheduling
• Payments and invoicing

Max Plan

Price: $199/month

Designed for established businesses with complex workflows:

• Up to 10,000 contacts
• Advanced tagging and segmentation
• Priority support and onboarding
• Customizable templates

Who Is Keap Best For? crm software ideal users

Whether you’re just starting or scaling rapidly, Keap fits a variety of profiles:

Small Business Owners

Automate repetitive tasks to free up time for strategy, product development and customer engagement.

Sales Teams

Keep leads moving through the pipeline, assign follow-ups automatically and close deals faster.

Marketing Agencies

Manage multiple clients under one roof, deploy branded campaigns and report ROI with ease.

Service Providers

Schedule appointments, send reminders and nurture clients with personalized communication.

Benefits of Using Keap crm software

• Save Time: Eliminate manual tasks and focus on growth.
• Increase Revenue: Nurture leads effectively and close more deals.
• Improve Customer Experience: Deliver consistent, personalized messaging.
• Streamline Operations: Connect Keap with 5,000+ apps for a unified tech stack.
• Gain Insights: Track performance with real-time dashboards and reports.
• Scale Easily: Grow contact lists and add features as your business expands.

Customer Support

Keap’s support team is known for quick response times and expert guidance. You’ll find dedicated onboarding specialists to help you set up automations and optimize your workflows.

Support channels include live chat, email, phone and a comprehensive knowledge base. Regular webinars and community Q&A sessions ensure you get answers when you need them.

External Reviews and Ratings

Users consistently praise Keap for its ease of use and powerful automation capabilities. Many highlight the time saved as the top benefit, often reclaiming 10+ hours per week.

Some users mention a learning curve for advanced workflows. Keap addresses this with step-by-step tutorials, Proven Automation Templates and one-on-one coaching options.

Educational Resources and Community

Keap offers an extensive library of articles, video tutorials and webinars covering crm software best practices, lead generation tactics and automation strategies. The official blog is updated weekly with actionable insights.

You’ll also find an active user community where entrepreneurs share templates, tips and success stories. Regular virtual meetups and challenges keep you motivated and informed.

Conclusion

Implementing a robust crm software like Keap can transform how you manage leads, automate marketing, streamline sales and deliver exceptional customer experiences. From contact management to payment processing, Keap covers every aspect of your business on one unified platform. Ready to automate your growth? Midway through setting up workflows you’ll wonder how you ever managed without Keap—see for yourself by Try Keap Free for 14 days Today.