About Keap
Overview
Keap is a CRM and automation platform built for small businesses. It combines contact management, marketing, sales, and payments in one place so owners can follow up with leads and customers without manual work.
The company says more than 200,000 small businesses have used Keap over 20+ years. Keap began in 2001 and later operated as Infusionsoft.
Key Benefits
- Automate repetitive tasks across workflows with a drag-and-drop builder.
- Capture leads with landing pages, forms, and multi-page sales funnels.
- Send broadcast, 1:1, and automated emails, plus text messages in the U.S. and Canada.
- Create quotes, invoices, and appointment links from one platform.
- Sync Keap with other apps through more than 5,000 integrations via Zapier.
- Get support through a Customer Success Manager, 24/7 support, and implementation services.
How It Works
You store contacts in the CRM, tag and segment them, and build automations that trigger from forms, emails, or contact activity. Keap AI and Proven Automation Templates help you create campaigns faster, and the platform then nurtures leads through sales and service.
Use Cases
- Small business owners automate lead follow-up and reduce manual data entry.
- Service providers send online booking links and automatically invoice customers.
- Marketers build landing pages, forms, and email campaigns to capture and nurture leads.
- Sales teams track opportunities in a pipeline and send quotes that prospects accept online.
- Franchise operators use Keap's franchise offering to grow multiple locations.
Why Choose This Product
Keap focuses exclusively on small businesses and pairs its software with onboarding, migration, and done-for-you services. The pricing page notes that implementation services are required, and the plan starts at $299 per month.
Keap Pros & Cons
- Over 5,000 integrations via Zapier
- Free 24/7 support and a Customer Success Manager
- Ready-to-use Proven Automation Templates and AI assistants
- Integrated CRM, email, text, scheduling, quotes, and invoices
- 14-day free trial with no credit card required
- Implementation services are required
- Text broadcasts and automated texts are U.S. only
- 1:1 texting is limited to the U.S. and Canada
Key Features
Contact Management
Organize contacts by company, tags, custom fields, lists, filters, and saved searches in one CRM.
Business Automation
Build automations with drag and drop and review each contact's automation history.
AI Assistants
The AI Content Assistant writes emails and the AI Automation Assistant builds a campaign using proven templates.
Landing Pages and Forms
Create branded landing pages, multi-page sales funnels, and forms that trigger automation.
Email Marketing
Send broadcasts, newsletters, and 1:1 emails that sync with Gmail or Outlook.
Text Marketing
Send 1:1 texts, broadcasts, and automated messages, with a dedicated business phone line.
Sales Pipeline
Track leads through a pipeline and score them to prioritize those most likely to buy.
Appointment Scheduler
Share an online booking link with available times synced to your Gmail or Outlook calendar.
Quotes and Invoices
Send quotes that convert to invoices, and issue one-time or recurring invoices that sync with payment and accounting tools.
Mobile App
Access contacts, appointments, tasks, and communications on the go and send invoices from the app.
Keap Pricing
View full pricing →Pricing extracted from the product website and may change. Check the source for current details.
Frequently asked questions about Keap
How much does Keap cost?
The pricing page lists plans starting at $299 per month, billed at $2,988 per year or billed monthly. It also invites visitors to ask about current promotional offers.
Does Keap offer a free trial?
Yes. The site offers a 14-day free trial with no credit card required.
How many integrations does Keap support?
Keap connects to more than 5,000 apps through Zapier. It also offers an open API for custom integrations and a developer partner program.
Does Keap include implementation help?
Yes. The pricing page says required implementation services include strategy consulting, data import, migration, and done-for-you services.
Can Keap send text messages?
Yes. Keap sends 1:1 texts in the U.S. and Canada, while text broadcasts, automated texts, and reply handling are available in the U.S. only.
Does Keap sync with Gmail or Outlook?
Yes. Keap syncs 1:1 emails with Gmail or Outlook, and its appointment scheduler syncs with Gmail or Outlook calendars.