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What Is Keap?

Keap is a feature-rich small business CRM and marketing automation platform designed to help entrepreneurs and teams automate repetitive tasks, nurture leads, and turn prospects into loyal customers. With Keap, you no longer need to juggle multiple tools or waste hours on manual processes. Instead, you can centralize your contacts, craft personalized campaigns, and track every interaction in one intuitive dashboard.

I started using Keap when my to-do list was overflowing with follow-up emails, appointment reminders, and pipeline updates. Within days, I had automated my email sequences, set up automated text reminders, and created landing pages that seamlessly captured new leads. The result? More time to focus on strategy and growth, and less stress trying to stay on top of every detail.

Features

Keap brings together a powerful set of tools in a single platform, so you can manage every aspect of your customer journey. Here’s a deeper look into the standout features that make Keap the go-to choice for small businesses:

CRM

The heart of Keap lies in its robust Customer Relationship Management system.

• Unified Contact Database: Store leads, customers, and partners in one place, complete with custom tags, notes, and activity logs.
• Segmentation: Create dynamic segments based on behavior, purchase history, or custom fields to send highly targeted messages.
• Personalization: Automatically insert contact details—like first name or company—into emails and texts for a tailored touch.

Automation Builder

Automate virtually any process in your business using the intuitive drag-and-drop Automation Builder.

• Visual Workflow Creation: Map out complex sequences with triggers, actions, and delays—all without writing a single line of code.
• Pre-Built Templates: Kickstart your campaigns with proven automation blueprints tailored for e-commerce, service-based businesses, and more.
• Conditional Paths: Use “if/then” rules to send contacts down different tracks based on their engagement, purchases, or quiz results.

Email & Text

Combine email and SMS marketing to reach contacts on the channels they prefer.

• Templates Library: Choose from a variety of responsive email and text templates that look great on any device.
• Deliverability Reports: Track open rates, click-throughs, and bounce metrics to continuously refine your campaigns.
• Automated Follow-Ups: Schedule texts or emails to go out after form submissions, purchases, or missed appointments.

Sales Pipeline

Track deals visually as they move through your sales stages.

• Drag-and-Drop Interface: Instantly update deal status by moving cards across columns.
• Custom Stages: Align the pipeline with your unique sales process, from initial lead to closed-won.
• Deal Automation: Trigger follow-up emails or task reminders when a deal advances or stalls.

Landing Pages

Capture leads and drive conversions with high-converting landing pages.

• Form Integration: Embed customizable forms to collect visitor information without coding.
• A/B Testing: Experiment with headlines, images, and calls to action to maximize sign-up rates.
• Automated Next Steps: Instantly enroll new contacts into sequences or tag them for targeted offers.

Payments

Streamline invoicing and payment collection directly within Keap.

• Secure Payment Processing: Accept credit cards, ACH, and other payment methods seamlessly.
• Automated Invoices: Generate and send invoices after purchases, then follow up on overdue payments.
• Financial Dashboards: Monitor revenue, refunds, and subscription status in real time.

Appointments

Simplify scheduling with integrated appointment tools.

• Calendar Sync: Connect with Google, Outlook, or iCloud calendars to avoid double bookings.
• Automated Reminders: Send SMS or email reminders to reduce no-shows.
• Self-Booking Pages: Let clients pick available time slots and book directly from your website.

Reporting

Gain insights across marketing, sales, and financial performance.

• Dashboard Views: See snapshot metrics for campaign engagement, pipeline health, and revenue.
• Custom Reports: Drill down into specific data sets, like automation performance or ROI per campaign.
• Scheduled Exports: Have reports automatically sent to your inbox or shared with team members.

Pricing

Choosing the right Keap plan depends on the size of your team and the volume of contacts you manage. Here’s a breakdown of the available options:

• Essentials – Starting at $299/month (billed monthly)
  • 2 users and up to 1,500 contacts
  • Core CRM, email & text marketing, and basic automation builder
  • Landing pages, payments, and appointment features
• Growth – Starting at $499/month (billed monthly)
  • 5 users and up to 10,000 contacts
  • Advanced automation, sales pipeline, and detailed reporting
  • Access to Proven Automation Templates library and priority support
• Plus – Custom pricing
  • Unlimited users and contacts
  • All features included plus dedicated success coach
  • Custom integrations, API access, and premium support

Annual Billing Option: Save 17% OFF Keap annual plans Today by opting for the yearly payment, reducing your overall cost and locking in the discount for a full 12 months. Ready to lock in your savings? Get 17% OFF Keap annual plans Today and start automating smarter.

Benefits to the User (Value for Money)

Investing in Keap delivers a wealth of value that goes far beyond the platform’s cost:

• Time Savings: Automated workflows free up hours each week that I reallocate to strategy and growth.
• Increased Revenue: Systematic lead nurturing means fewer drop-offs and more closed deals.
• Single Source of Truth: Centralizing all customer data eliminates manual entry and prevents errors across multiple tools.
• Scalability: As my contact list grows, Keap’s automation logic and segmentation ensure every campaign stays personalized.
• Improved Customer Experience: Timely follow-ups, reminders, and tailored messaging build trust and loyalty among clients.
• Peace of Mind: With invoicing, payment reminders, and follow-ups on autopilot, I can focus on the big picture.

Customer Support

I’ve found Keap’s support team to be incredibly responsive. Whenever I submitted a ticket or hopped onto live chat, I received helpful guidance within minutes. The agents know the platform inside out and walk you through solutions step by step, ensuring you get back on track without delay.

In addition to direct support, Keap offers multiple channels to assist users: email, live chat, and phone support (for higher-tier plans). If I ever hit a snag, I could choose the method that worked best—whether a quick chat to untangle an automation issue or a detailed email exchange to refine a report setup.

External Reviews and Ratings

On G2, Keap consistently earns ratings above 4 stars, with users praising its comprehensive feature set and ease of automation. Many reviewers highlight how Keap replaced multiple tools—like Mailchimp, Calendly, and QuickBooks—for a more streamlined workflow. Capterra also ranks Keap highly for customer support and overall satisfaction.

However, some users point out a learning curve when first diving into the Automation Builder. Keap has addressed this by expanding its Proven Automation Templates library and rolling out in-platform AI suggestions to help newcomers get started quickly. These enhancements reflect Keap’s commitment to evolving based on user feedback.

Educational Resources and Community

Keap offers a wealth of learning materials to ensure you maximize the platform’s potential:

• Official Keap Blog: Regular articles covering marketing tips, automation best practices, and success stories.
• Keap Academy: On-demand video tutorials and step-by-step courses for every feature.
• Documentation Library: Detailed guides, API references, and troubleshooting articles.
• User Community: Active Facebook groups and forums where entrepreneurs share templates, strategies, and advice.

Whether you’re a beginner or an advanced user, these resources help you build, optimize, and scale effective campaigns—all backed by a supportive community.

Conclusion

After diving into every corner of Keap—from its robust CRM and drag-and-drop Automation Builder to integrated email, text, and payment features—I’m confident this platform can transform how you run your business. And there’s never been a better time to jump in. Secure your exclusive Get 17% OFF Keap annual plans Today and unlock the full power of automated growth.

Don’t let manual tasks hold you back any longer. Try Keap Free for 14 days Today and watch your business thrive on autopilot. Try Keap Free for 14 days Today.